HELEN OF TROY LTD (HELE) — Institutional Holders, Q2 2026

203 institutional investment managers reported a HELE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $650.0M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← HELE stock profile

HELE in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

MILLENNIUM MANAGEMENTAdded · +636,368 sh+$18.5M
AQR CAPITAL MANAGEMENTAdded · +559,816 sh+$16.3M
AMERICAN CENTURY COMPANIESAdded · +393,513 sh+$11.4M
Woodline PartnersNew · +367,060 sh+$10.7M
BANK OF AMERICAAdded · +347,770 sh+$10.1M

Biggest sellers

RWWMTrimmed · -699,218 sh-$20.3M
PARADIGM CAPITAL MANAGEMENTTrimmed · -439,100 sh-$12.8M
Rubric Capital ManagementSold out · -366,226 sh-$10.6M
Invenomic Capital ManagementTrimmed · -292,008 sh-$8.5M
BALYASNY ASSET MANAGEMENT L.P.Sold out · -257,000 sh-$7.5M

HELE 13F holders ranked 1–100 of 203

Institutional investors reporting a position in HELEN OF TROY LTD on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 1,883,032 sh	1,883,032	$54.7M	<0.01%	+7.9%
2	AQR CAPITAL MANAGEMENT#2 · 1,322,587 sh	1,322,587	$37.1M	0.01%	+73.4%
3	VANGUARD CAPITAL MANAGEMENT#3 · 993,527 sh	993,527	$28.9M	<0.01%	-1.3%
4	BANK OF AMERICA#4 · 954,568 sh	954,568	$27.7M	<0.01%	+57.3%
5	D. E. Shaw#5 · 824,267 sh	824,267	$24.0M	0.01%	+7.8%
6	WELLINGTON MANAGEMENT GROUP LLP#6 · 824,238 sh	824,238	$24.0M	<0.01%	+12.8%
7	CHARLES SCHWAB INVESTMENT MANAGEMENT#7 · 802,085 sh	802,085	$23.3M	<0.01%	-13.2%
8	MILLENNIUM MANAGEMENT#8 · 779,831 sh	779,831	$22.7M	<0.01%	+443.6%
9	DIMENSIONAL FUND ADVISORS#9 · 692,821 sh	692,821	$20.1M	<0.01%	+38.9%
10	AMERIPRISE FINANCIAL#10 · 678,837 sh	678,837	$19.7M	<0.01%	+6.0%
11	PZENA INVESTMENT MANAGEMENT#11 · 676,577 sh	676,577	$19.7M	0.06%	-11.1%
12	GEODE CAPITAL MANAGEMENT#12 · 613,277 sh	613,277	$17.8M	<0.01%	+6.0%
13	CastleKnight Management#13 · 569,900 sh	569,900	$16.6M	0.22%	-9.5%
14	STATE STREET#14 · 526,239 sh	526,239	$15.3M	<0.01%	+2.1%
15	PARADIGM CAPITAL MANAGEMENT#15 · 488,000 sh	488,000	$14.2M	0.39%	-47.4%
16	RWWM#16 · 474,611 sh	474,611	$13.8M	1.02%	-59.6%
17	AMERICAN CENTURY COMPANIES#17 · 461,325 sh	461,325	$13.4M	<0.01%	+580.3%
18	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#18 · 437,773 sh	437,773	$12.7M	1.10%	+22.9%
19	VANGUARD PORTFOLIO MANAGEMENT#19 · 378,663 sh	378,663	$11.0M	<0.01%	+13.9%
20	Woodline Partners#20 · 367,060 sh	367,060	$10.7M	0.03%	New
21	FEDERATED HERMES#21 · 358,224 sh	358,224	$10.4M	0.01%	-22.3%
22	Invenomic Capital Management#22 · 357,451 sh	357,451	$10.4M	0.62%	-45.0%
23	EARNEST PARTNERS#23 · 338,312 sh	338,312	$9.8M	0.04%	+42.4%
24	MORGAN STANLEY#24 · 325,752 sh	325,752	$9.5M	<0.01%	+16.0%
25	HSBC PLC#25 · 297,763 sh	297,763	$8.5M	<0.01%	+116.7%
26	HOTCHKIS & WILEY CAPITAL MANAGEMENT#26 · 282,065 sh	282,065	$8.2M	0.02%	-28.8%
27	GOLDMAN SACHS GROUP#27 · 263,128 sh	263,128	$7.6M	<0.01%	-46.5%
28	JACOBS LEVY EQUITY MANAGEMENT#28 · 213,294 sh	213,294	$6.2M	0.02%	+82.9%
29	SUSQUEHANNA INTERNATIONAL GROUP, LLP#29 · 211,949 sh	211,949	$6.2M	<0.01%	+1643.9%
30	ENVESTNET ASSET MANAGEMENT#30 · 207,731 sh	207,731	$6.0M	<0.01%	+22.3%
31	RENAISSANCE TECHNOLOGIES#31 · 204,810 sh	204,810	$6.0M	<0.01%	+417.1%
32	NORTHERN#32 · 200,555 sh	200,555	$5.8M	<0.01%	+5.5%
33	WELLS FARGO & COMPANY#33 · 195,808 sh	195,808	$5.7M	<0.01%	+37.6%
34	HEALTHCARE OF ONTARIO PENSION PLAN FUND#34 · 179,500 sh	179,500	$5.2M	<0.01%	0.0%
35	Pacer Advisors#35 · 156,976 sh	156,976	$4.6M	0.01%	New
36	VANGUARD FIDUCIARY#36 · 155,205 sh	155,205	$4.5M	<0.01%	-0.7%
37	Trexquant Investment#37 · 154,189 sh	154,189	$4.5M	0.03%	+15.5%
38	PANAGORA ASSET MANAGEMENT#38 · 147,072 sh	147,072	$4.3M	0.01%	New
39	Vanguard Global Advisers#39 · 118,432 sh	118,432	$3.4M	<0.01%	-6.1%
40	UBS Group AG#40 · 115,972 sh	115,972	$3.4M	<0.01%	+68.9%
41	Invesco Ltd.#41 · 111,966 sh	111,966	$3.3M	<0.01%	+40.4%
42	IEQ CAPITAL#42 · 111,437 sh	111,437	$3.2M	0.01%	+232.2%
43	GSA CAPITAL PARTNERS LLP#43 · 110,865 sh	110,865	$3.2M	0.20%	+190.9%
44	Jump Financial#44 · 106,204 sh	106,204	$3.1M	0.02%	+69.8%
45	Creative Planning#45 · 104,010 sh	104,010	$3.0M	<0.01%	+41.1%
46	Bank of New York Mellon#46 · 95,229 sh	95,229	$2.8M	<0.01%	+18.8%
47	FRANKLIN RESOURCES#47 · 86,544 sh	86,544	$2.5M	<0.01%	+449.0%
48	Pinnacle#48 · 80,606 sh	80,606	$2.3M	0.72%	+0.4%
49	Russell Investments Group, Ltd.#49 · 79,959 sh	79,959	$2.3M	<0.01%	+42.3%
50	Gladstone Institutional Advisory#50 · 78,189 sh	78,189	$2.3M	0.07%	-15.2%
51	ACADIAN ASSET MANAGEMENT#51 · 76,653 sh	76,653	$2.2M	<0.01%	+264.4%
52	FMR#52 · 73,420 sh	73,420	$2.1M	<0.01%	+1631.2%
53	LSV ASSET MANAGEMENT#53 · 73,092 sh	73,092	$2.1M	<0.01%	0.0%
54	CITADEL ADVISORS#54 · 68,583 sh	68,583	$2.0M	<0.01%	+84.4%
55	Engineers Gate Manager#55 · 65,737 sh	65,737	$1.9M	0.02%	-62.2%
56	Quantinno Capital Management#56 · 64,300 sh	64,300	$1.9M	<0.01%	+41.4%
57	Cerity Partners#57 · 63,015 sh	63,015	$1.8M	<0.01%	+110.5%
58	Y-Intercept (Hong Kong) Ltd#58 · 61,610 sh	61,610	$1.8M	—	New
59	Mariner#59 · 58,314 sh	58,314	$1.7M	<0.01%	New
60	Susquehanna Portfolio Strategies#60 · 58,013 sh	58,013	$1.7M	0.03%	-28.3%
61	Empowered Funds#61 · 58,005 sh	58,005	$1.7M	<0.01%	New
62	Quinn Opportunity Partners#62 · 57,413 sh	57,413	$1.7M	0.08%	New
63	Pacific Ridge Capital Partners#63 · 56,727 sh	56,727	$1.6M	0.30%	-1.1%
64	WEDGE CAPITAL MANAGEMENT L L P#64 · 52,687 sh	52,687	$1.5M	—	New
65	NOMURA#65 · 51,893 sh	51,893	$1.5M	<0.01%	-35.0%
66	Nuveen#66 · 50,885 sh	50,885	$1.5M	<0.01%	-10.0%
67	BRIDGEWAY CAPITAL MANAGEMENT#67 · 50,212 sh	50,212	$1.5M	0.03%	New
68	PRICE T ROWE ASSOCIATES#68 · 46,555 sh	46,555	$1.4M	<0.01%	+17.2%
69	JPMORGAN CHASE#69 · 45,464 sh	45,464	$1.3M	<0.01%	-76.4%
70	TWO SIGMA INVESTMENTS#70 · 42,237 sh	42,237	$1.2M	<0.01%	New
71	Mork Capital Management#71 · 40,000 sh	40,000	$1.2M	0.74%	0.0%
72	Cetera Investment Advisers#72 · 38,162 sh	38,162	$1.1M	<0.01%	+16.4%
73	WEALTH ENHANCEMENT ADVISORY SERVICES#73 · 39,430 sh	39,430	$1.0M	—	+130.2%
74	Jain Global#74 · 34,970 sh	34,970	$1.0M	<0.01%	New
75	DEUTSCHE BANK AG\#75 · 34,306 sh	34,306	$997.3K	<0.01%	+46.0%
76	RHUMBLINE ADVISERS#76 · 31,556 sh	31,556	$917.3K	<0.01%	+2.0%
77	VICTORY CAPITAL MANAGEMENT#77 · 31,477 sh	31,477	$915.0K	<0.01%	New
78	MERCER GLOBAL ADVISORS#78 · 30,408 sh	30,408	$884.0K	<0.01%	+93.9%
79	Numerai GP#79 · 29,581 sh	29,581	$859.9K	0.07%	New
80	SummerHaven Investment Management#80 · 28,366 sh	28,366	$824.6K	—	0.0%
81	CITIGROUP#81 · 25,835 sh	25,835	$751.0K	<0.01%	+357.6%
82	BOOTHBAY FUND MANAGEMENT#82 · 25,758 sh	25,758	$748.8K	<0.01%	New
83	ROYAL BANK OF CANADA#83 · 25,290 sh	25,290	$735.0K	<0.01%	+110.3%
84	Inspire Investing#84 · 23,529 sh	23,529	$684.0K	—	-35.1%
85	KLP KAPITALFORVALTNING AS#85 · 22,800 sh	22,800	$662.8K	<0.01%	0.0%
86	Man Group plc#86 · 21,543 sh	21,543	$626.3K	<0.01%	-57.2%
87	STRS OHIO#87 · 21,400 sh	21,400	$622.1K	<0.01%	+109.8%
88	XTX Topco Ltd#88 · 21,222 sh	21,222	$616.9K	<0.01%	New
89	Empirical Asset Management#89 · 20,740 sh	20,740	$602.9K	0.14%	+2.5%
90	WILEY BROS.-AINTREE CAPITAL#90 · 20,154 sh	20,154	$585.9K	<0.01%	+28.8%
91	TUDOR INVESTMENT ET AL#91 · 17,744 sh	17,744	$515.8K	<0.01%	-66.3%
92	Robeco Institutional Asset Management B.V.#92 · 16,967 sh	16,967	$493.2K	—	0.0%
93	Walleye Capital#93 · 16,927 sh	16,927	$492.1K	<0.01%	New
94	CANADA PENSION PLAN INVESTMENT BOARD#94 · 16,200 sh	16,200	$470.9K	<0.01%	+42.1%
95	SRS Capital Advisors#95 · 14,740 sh	14,740	$428.5K	<0.01%	+7910.9%
96	STIFEL FINANCIAL#96 · 14,480 sh	14,480	$420.9K	<0.01%	New
97	Counterpoint Mutual Funds#97 · 14,051 sh	14,051	$408.5K	—	New
98	CAPTRUST FINANCIAL ADVISORS#98 · 13,287 sh	13,287	$386.3K	<0.01%	New
99	MetLife Investment Management#99 · 13,118 sh	13,118	$381.3K	<0.01%	+29.6%
100	ALLIANCEBERNSTEIN L.P.#100 · 25,846 sh	25,846	$372.7K	<0.01%	+85.3%

Funds that sold out of HELE in Q2 2026 (33)

Held HELE at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held HELE in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Rubric Capital Management366,226 sh	366,226	$5.3M
BALYASNY ASSET MANAGEMENT L.P.257,000 sh	257,000	$3.7M
MARSHALL WACE, LLP223,397 sh	223,397	$3.2M
Aquatic Capital Management100,665 sh	100,665	$1.5M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.97,659 sh	97,659	$1.4M
Seven Six Capital Management76,200 sh	76,200	$1.1M
CM Management70,000 sh	70,000	$1.0M
BNP Paribas Asset Management Holding S.A.54,617 sh	54,617	$787.6K
Aster Capital Management (DIFC) Ltd12,361 sh	12,361	$661.2K
JANE STREET GROUP40,862 sh	40,862	$589.2K
CLARK ESTATES34,200 sh	34,200	$493.2K
EntryPoint Capital32,150 sh	32,150	$463.6K
IMC-Chicago32,135 sh	32,135	$463.4K
ExodusPoint Capital Management25,457 sh	25,457	$367.1K
EXCHANGE TRADED CONCEPTS15,464 sh	15,464	$223.0K
Quadrature Capital Ltd14,382 sh	14,382	$207.4K
Brevan Howard Capital Management14,229 sh	14,229	$205.2K
Atom Investors13,606 sh	13,606	$196.2K
Centiva Capital11,879 sh	11,879	$171.3K
ANGELES WEALTH MANAGEMENT10,855 sh	10,855	$156.5K
ROYCE & ASSOCIATES10,626 sh	10,626	$153.2K
DAVENPORT10,550 sh	10,550	$152.1K
Walleye Trading5,754 sh	5,754	$83.0K
QUADRANT CAPITAL GROUP2,716 sh	2,716	$68.5K
Advisory Services Network916 sh	916	$13.2K
MAI Capital Management434 sh	434	$6.3K
HARBOR INVESTMENT ADVISORY240 sh	240	$3.5K
SUMMIT SECURITIES GROUP180 sh	180	$2.6K
Wealth Preservation Advisors93 sh	93	$1.3K
GHP Investment Advisors55 sh	55	$794.00
Root Financial Partners27 sh	27	$389.00
Prestige Wealth Management Group12 sh	12	$174.00
Caitong International Asset Management , Ltd3 sh	3	$43.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.