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Helen of Troy LTD (HELE)

CUSIP: G4388N106 | 1103 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GVanguard Capital Management LLC1,181,6545.1%+33,127Sep 30, 2026993,527 sh (Jun 30, 2026)
13GVanguard Capital Management LLC1,181,654
5.1% of class · Sep 30, 2026+33,127
993,527 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP801,541
0.0% of portfolio›$22.0M
Pzena Investment Management LLC646,418
0.1% of portfolio›$17.7M
Prescott Group Capital Management, L.L.C.437,773
1.1% of portfolio›$12.0M
Creative Planning117,611
0.0% of portfolio›$3.2M
Citigroup Inc101,220
0.0% of portfolio›$2.8M
Bank of New York Mellon Corp93,630
0.0% of portfolio›$2.6M
Wedge Capital Management L L P67,038
0.0% of portfolio›$1.8M
Strs Ohio37,000
0.0% of portfolio›$1.0M
Wealth Enhancement Advisory Services, LLC36,862
0.0% of portfolio›$978.7K
SummerHaven Investment Management, LLC34,720
0.5% of portfolio›$951.7K
Inspire Investing, LLC23,066
0.0% of portfolio›$632.2K
Robeco Institutional Asset Management B.V.16,967
0.0% of portfolio›$465.1K
Y-Intercept (Hong Kong) Ltd13,824
0.0% of portfolio›$378.9K
Sterling Capital Management LLC10,744
0.0% of portfolio›$294.5K
Versant Capital Management, Inc3,584
0.0% of portfolio›$98.2K
Signaturefd, LLC3,456
0.0% of portfolio›$94.7K
Gamma Investing LLC1,873
0.0% of portfolio›$51.3K
US Bancorp \de\1,757
0.0% of portfolio›$48.2K
Essential Partners LLC1,499
0.0% of portfolio›$41.1K
IFP Advisors, Inc1,315
0.0% of portfolio›$36.0K
State of Alaska, Department of Revenue1,174
0.0% of portfolio›$32
EverSource Wealth Advisors, LLC1,012
0.0% of portfolio›$27.7K
Farther Finance Advisors, LLC793
0.0% of portfolio›$21.7K
Hazlett, Burt & Watson, Inc.740
0.0% of portfolio›$20
Pflug Koory, LLC605
0.0% of portfolio›$16.6K
Cassaday & Co Wealth Management LLC545
0.0% of portfolio›$14.9K
True Wealth Design, LLC492
0.0% of portfolio›$13.5K
Leonteq Securities AG469
0.0% of portfolio›$12.9K
Root Financial Partners, LLC415
0.0% of portfolio›$11.4K
SJS Investment Consulting Inc.368
0.0% of portfolio›$10.1K
Parallel Advisors, LLC361
0.0% of portfolio›$9.9K
Summit Securities Group LLC327
0.0% of portfolio›$9.0K
Hickory Point Bank & Trust300
0.0% of portfolio›$8.2K
Owl Creek Wealth Partners LLC200
0.0% of portfolio›$5.5K
MTM Investment Management, LLC200
0.0% of portfolio›$5.5K
Nisa Investment Advisors, LLC103
0.0% of portfolio›$2.8K
Private Trust Co NA86
0.0% of portfolio›$2.4K
Provenance Wealth Advisors, LLC55
0.0% of portfolio›$1.5K
Hudson Edge Investment Partners Inc.40
0.0% of portfolio›$1.1K
Parkside Financial Bank & Trust35
0.0% of portfolio›$962
Fortitude Family Office, LLC35
0.0% of portfolio›$959
Financial Network Wealth Advisors LLC27
0.0% of portfolio›$740
Financial Consulate, Inc22
0.0% of portfolio›$604
Larson Financial Group LLC20
0.0% of portfolio›$548
Ascentis Wealth Management, LLC13
0.0% of portfolio›$356
Asset Dedication, LLC12
0.0% of portfolio›$329
Covestor Ltd11
0.0% of portfolio›$0
Fifth Third Bancorp11
0.0% of portfolio›$302
WPG Advisers, LLC5
0.0% of portfolio›$137
North Star Investment Management Corp.1
0.0% of portfolio›$27
SBI Securities Co., Ltd.1
0.0% of portfolio›$27
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
801,541$22.0M0.0%IndexLowAustin, TX2026-11-04
Pzena Investment Management LLC
646,418$17.7M0.1%Deep ValueMediumNew York, NY2026-10-30
Prescott Group Capital Management, L.L.C.
437,773$12.0M1.1%Deep ValueMediumTulsa, OK2026-10-30
Creative Planning
117,611$3.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
101,220$2.8M0.0%CoreMediumNew York, NY2026-11-04
Bank of New York Mellon Corp
93,630$2.6M0.0%CoreLowNew York, NY2026-11-05
Wedge Capital Management L L P
67,038$1.8M0.0%ValueMediumCharlotte, NC2026-10-13
Strs Ohio
37,000$1.0M0.0%CoreMediumColumbus, OH2026-10-30
Wealth Enhancement Advisory Services, LLC
36,862$978.7K0.0%CoreLowPlymouth, MN2026-10-13
SummerHaven Investment Management, LLC
34,720$951.7K0.5%Deep ValueHighStamford, CT2026-10-19
Inspire Investing, LLC
23,066$632.2K0.0%GARPHighMeridian, ID2026-10-22
Robeco Institutional Asset Management B.V.
16,967$465.1K0.0%CoreMediumRotterdam, Philippines2026-10-20
Y-Intercept (Hong Kong) Ltd
13,824$378.9K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Sterling Capital Management LLC
10,744$294.5K0.0%GARPMediumCharlotte, NC2026-10-22
Versant Capital Management, Inc
3,584$98.2K0.0%GARPLowPhoenix, AZ2026-10-02
Signaturefd, LLC
3,456$94.7K0.0%IndexLowAtlanta, GA2026-10-23
Gamma Investing LLC
1,873$51.3K0.0%IndexVery LowFoster City, CA2026-10-08
US Bancorp \de\
1,757$48.2K0.0%IndexLowMinneapolis, MN2026-11-05
Essential Partners LLC
1,499$41.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
1,315$36.0K0.0%GrowthLowTampa, FL2026-10-16
State of Alaska, Department of Revenue
1,174$320.0%CoreVery LowJuneau, AK2026-10-15
EverSource Wealth Advisors, LLC
1,012$27.7K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
793$21.7K0.0%IndexLowSan Francisco, CA2026-10-08
Hazlett, Burt & Watson, Inc.
740$200.0%CoreVery LowWheeling, WV2026-11-04
Pflug Koory, LLC
605$16.6K0.0%CoreVery LowOmaha, NE2026-10-26
Cassaday & Co Wealth Management LLC
545$14.9K0.0%ETFVery LowMclean, VA2026-10-27
True Wealth Design, LLC
492$13.5K0.0%ETFMediumAkron, OH2026-10-13
Leonteq Securities AG
469$12.9K0.0%CoreHighZurich, Switzerland2026-10-29
Root Financial Partners, LLC
415$11.4K0.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
368$10.1K0.0%ETFVery LowSylvania, OH2026-10-26
Parallel Advisors, LLC
361$9.9K0.0%IndexLowSan Francisco, CA2026-11-03
Summit Securities Group LLC
327$9.0K0.0%CoreVery HighNew York, NY2026-11-05
Hickory Point Bank & Trust
300$8.2K0.0%CoreVery LowDecatur, IL2026-10-01
Owl Creek Wealth Partners LLC
200$5.5K0.0%IndexLowGreenwood Village, CO2026-10-20
MTM Investment Management, LLC
200$5.5K0.0%CoreVery LowSpartanburg, SC2026-10-30
Nisa Investment Advisors, LLC
103$2.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Private Trust Co NA
86$2.4K0.0%CoreLowCleveland, OH2026-10-20
Provenance Wealth Advisors, LLC
55$1.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Hudson Edge Investment Partners Inc.
40$1.1K0.0%Deep ValueMediumJersey City, NJ2026-10-28
Parkside Financial Bank & Trust
35$9620.0%CoreVery LowSaint Louis, MO2026-10-27
Fortitude Family Office, LLC
35$9590.0%ETFMediumScottsdale, AZ2026-10-14
Financial Network Wealth Advisors LLC
27$7400.0%ETFLowMurray, UT2026-10-28
Financial Consulate, Inc
22$6040.0%ETFLowHunt Valley, MD2026-10-23
Larson Financial Group LLC
20$5480.0%GrowthLowSt Louis, MO2026-11-05
Ascentis Wealth Management, LLC
13$3560.0%Agg GrowthLowDallas, TX2026-11-03
Asset Dedication, LLC
12$3290.0%ETFLowSan Francisco, CA2026-11-03
Covestor Ltd
11$00.0%ValueHighLondon, United Kingdom2026-10-30
Fifth Third Bancorp
11$3020.0%IndexVery LowCincinnati, OH2026-11-05
WPG Advisers, LLC
5$1370.0%CoreLowBaltimore, MD2026-10-27
North Star Investment Management Corp.
1$270.0%CoreLowChicago, IL2026-10-27
SBI Securities Co., Ltd.
1$270.0%Agg GrowthLowTokyo, Mexico2026-10-22