Who owns HELEN OF TROY LTD, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
RWWM, Inc.: 2.0% · 474,601 shares — Scott Patrick Roseman: 2.0% · 474,601 shares — Aaron J. Wagner: 2.0% · 474,611 shares
AQR Capital Management, LLC: 5.7% · 1,322,587 shares — AQR Capital Management Holdings, LLC: 5.7% · 1,322,587 shares
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Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of HELEN OF TROY LTD they hold. Together these 273 managers report 115.23% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. | $54.7M | 1,883,032 | 0.00% | 8.08% | June 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | $37.1M | 1,322,587 | 0.01% | 5.68% | June 30, 2026 |
271 more institutional holders behind a free account
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Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 82 funds hold 15.50% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $20.4M | 0.00% | 3.01% | June 30, 2026 |
| Invenomic Fund | $10.9M | 1.12% | 2.02% | April 30, 2026 |
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