$HELE

$29.31 +$0.00 (0.0%) After hours

$HELE Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 23.4M shares outstanding

Who owns HELE?

By type of holder

Institutions 94.7% Insiders 0.0% Everyone else 5.2%

Concentration Top 10 holders own 40.0%

BlackRock, Inc. 8.1% · Aqr Capital Management LLC 5.7%

Institutional ownership

94.7%

+4.4 pts vs last qtr

Institutional holders

198

+10 vs last qtr

Net shares bought

+1.0M

by institutions in Q2 2026

New / sold out

46 / 36

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Millennium Management LLC +636.4K
Aqr Capital Management LLC +559.8K

Biggest sellers in Q2 2026

RWWM, Inc. −699.2K
Paradigm Capital Management Inc/ny −439.1K

Who is planning to sell?

Notices of proposed sale, last 12 months

$55.7K

1 notice from 1 person

Shares covered

1.9K

0.01% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Carson Vincent D Former director $55.7K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

−17.5%

−2.12% a year

Each share's claim on the business

+21.3%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$946M vs $234M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years46% 3–5 years18% 1–3 years17% Under 1 year19%

Quarterly turnover

23.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting HELE on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.9M	8.05%	+137.1K (+7.9%)	≤2021	0.0%
Shares held by quarter Peak holding3.6M (Q4'24) Change over 8 quarters−1.6M Share of the company8.050% BlackRock, Inc.'s full portfolio →
AC Aqr Capital Management LLC	1.3M	5.65%	+559.8K (+73.4%)	2023	0.0%
Shares held by quarter Peak holding1.3M (Q2'26) Change over 8 quarters+1.0M Share of the company5.650% Aqr Capital Management LLC's full portfolio →

BlackRock, Inc.

1.9M

% of company

8.05%

Change vs last qtr

+137.1K (+7.9%)

Held since

≤2021

Aqr Capital Management LLC

1.3M

% of company

5.65%

Change vs last qtr

+559.8K (+73.4%)

Held since

2023

28 more super investors behind a free account

See every manager holding Helen of Troy Ltd, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HELE on Form N-PORT; together they hold 15.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$20.4M	701.6K	3.00%	0.00%	June 30, 2026
PR PIMCO RAE US Small Fund PIMCO Equity Series	$8.99M	623.2K	2.66%	0.29%	March 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$20.4M

% of company

3.00%

% of the fund

0.00%

As of

June 30, 2026

PIMCO RAE US Small Fund

PIMCO Equity Series

Position value

$8.99M

% of company

2.66%

% of the fund

0.29%

As of

March 31, 2026

23 more funds behind a free account

See every fund holding Helen of Troy Ltd and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CV Carson Vincent D Insider	5.1K	0.02%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.020% Carson Vincent D's insider activity →
GB Grass Brian Insider	3.0K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Grass Brian's insider activity →

Carson Vincent D

Insider

5.1K

% of company

0.02%

Change vs last qtr

—

Held since

—

Grass Brian

Insider

3.0K

% of company

0.01%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of Helen of Troy Ltd.

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