HELE: Helen of Troy Ltd insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-14 | Fell below 5% | RWWM, Inc. | 2.00% | SEC | |
| 2026-08-12 | New 13G stake | AQR Capital Management, LLC | 5.68% | SEC | |
| 2026-07-31 | Fell below 5% | Vanguard Capital Management | 4.93% | SEC |
Institutional ownership (Q2 2026)
202 institutions reported holding $636.13M of Helen of Troy Ltd on Form 13F (189 the quarter before). 46 opened a new position and 33 sold out. Shares held by institutions: +6%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 1,883,032 | $54.74M |
| AQR CAPITAL MANAGEMENT LLC | 1,322,587 | $37.11M |
| VANGUARD CAPITAL MANAGEMENT LLC | 993,527 | $28.88M |
| BANK OF AMERICA CORP /DE/ | 954,568 | $27.75M |
| D. E. Shaw & Co., Inc. | 824,267 | $23.96M |
| WELLINGTON MANAGEMENT GROUP LLP | 824,238 | $23.96M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 802,085 | $23.32M |
| MILLENNIUM MANAGEMENT LLC | 779,831 | $22.67M |
| DIMENSIONAL FUND ADVISORS LP | 692,821 | $20.14M |
| AMERIPRISE FINANCIAL INC | 678,837 | $19.73M |
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