13FBOX
HELEN OF TROY LTD COM · 13F Institutional Holdings
Options Calculator Rankings

HELEN OF TROY LTD COM

HELE
Institutions
202
Combined AUM (Q2 2026)
$703.4M
Combined Shares (Q2 2026)
24.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+6.2M
127 · 50 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-4.2M
77 · 31 Exit · ≈
⚖️ Net
+2.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$703.4M
Institutions
202
New Buys
50
Adds
77
Reduces
46
Exits
31
Unchanged
29
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#115$54.7M1.9M$25.2M1.7M+137,124+7.85%Add
AQR CAPITAL MANAGEMENT LLC
0.01%<0.01%#42$37.1M1.3M$10.8M762,771+559,816+73.39%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#123$28.9M993,527$14.5M1.0M-13,337-1.32%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#89$27.7M954,568$8.8M606,798+347,770+57.31%Add
D. E. Shaw & Co., Inc.
0.01%0.01%#43$24.5M843,867$13.0M898,901-55,034-6.12%Reduce
WELLINGTON MANAGEMENT GROUP LLP
<0.01%<0.01%#67$24.0M824,238$10.5M730,888+93,350+12.77%Add
BARCLAYS PLC
<0.01%<0.01%#66$23.4M804,057$6.6M455,064+348,993+76.69%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#76$23.3M802,085$13.3M924,012-121,927-13.20%Reduce
MILLENNIUM MANAGEMENT LLC
0.01%<0.01%#53$22.7M779,831$2.1M143,463+636,368+443.58%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#98$20.3M699,349$5.4M375,054+324,295+86.47%Add
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#72$20.1M692,821$7.2M498,745+194,076+38.91%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#70$19.7M678,837$9.2M640,356+38,481+6.01%Add
PZENA INVESTMENT MANAGEMENT LLC
0.06%0.04%#19$19.7M676,577$11.0M761,173-84,596-11.11%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#111$17.8M613,277$8.3M578,350+34,927+6.04%Add
CastleKnight Management LP
0.22%0.15%#9$16.6M569,900$9.1M629,700-59,800-9.50%Reduce
STATE STREET CORP
<0.01%<0.01%#134$15.3M526,239$7.4M515,647+10,592+2.05%Add
PARADIGM CAPITAL MANAGEMENT INC/NY
0.39%0.51%#7$14.2M488,000$13.4M927,100-439,100-47.36%Reduce
RWWM, Inc.
1.02%1.24%#2$13.8M474,611$16.9M1.2M-699,218-59.57%Reduce
AMERICAN CENTURY COMPANIES INC
0.01%<0.01%#59$13.4M461,325$977,84967,812+393,513+580.30%Add
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
1.1%0.51%#1$12.7M437,773$5.1M356,111+81,662+22.93%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#132$11.0M378,663$4.8M332,593+46,070+13.85%Add
Woodline Partners LP
0.03%#26$10.7M367,060$00+367,060New Buy
FEDERATED HERMES, INC.
0.01%0.01%#38$10.4M358,224$6.6M460,762-102,538-22.25%Reduce
Invenomic Capital Management LP
0.62%0.43%#5$10.4M357,451$9.4M649,459-292,008-44.96%Reduce
EARNEST PARTNERS LLC
0.04%0.01%#24$9.8M338,312$3.4M237,641+100,671+42.36%Add
MORGAN STANLEY
<0.01%<0.01%#131$9.5M325,752$8.1M322,131+3,621+1.12%Add
HSBC HOLDINGS PLC
<0.01%<0.01%#73$8.5M297,763$1.9M137,389+160,374+116.73%Add
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.02%0.02%#35$8.2M282,065$5.7M395,885-113,820-28.75%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#120$7.6M263,128$7.1M491,774-228,646-46.49%Reduce
JACOBS LEVY EQUITY MANAGEMENT, INC
0.02%0.01%#36$6.2M213,294$1.7M116,595+96,699+82.94%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#102$6.0M207,731$2.4M169,869+37,862+22.29%Add
RENAISSANCE TECHNOLOGIES LLC
0.01%<0.01%#50$6.0M204,810$571,17639,610+165,200+417.07%Add
NORTHERN TRUST CORP
<0.01%<0.01%#119$5.8M200,555$2.7M190,031+10,524+5.54%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#112$5.7M195,808$2.1M142,297+53,511+37.61%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#122$5.4M187,383$2.4M169,887+17,496+10.30%Add
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
0.01%<0.01%#55$5.2M179,500$2.6M179,50000.00%Unchanged
Pacer Advisors, Inc.
0.01%#40$4.6M156,976$00+156,976New Buy
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#110$4.5M155,205$2.3M156,238-1,033-0.66%Reduce
Trexquant Investment LP
0.03%0.01%#30$4.5M154,189$1.9M133,448+20,741+15.54%Add
Point72 Asset Management, L.P.
<0.01%<0.01%#64$4.4M150,500$2.5M172,400-21,900-12.70%Reduce
PANAGORA ASSET MANAGEMENT INC
0.01%#41$4.3M147,072$00+147,072New Buy
Vanguard Global Advisers, LLC
<0.01%<0.01%#97$3.4M118,432$1.8M126,139-7,707-6.11%Reduce
UBS Group AG
<0.01%<0.01%#135$3.4M115,972$989,93368,650+47,322+68.93%Add
Invesco Ltd.
<0.01%<0.01%#151$3.3M111,966$1.1M79,748+32,218+40.40%Add
IEQ CAPITAL, LLC
0.01%<0.01%#39$3.2M111,437$483,69033,543+77,894+232.22%Add
GSA CAPITAL PARTNERS LLP
0.2%0.03%#10$3.2M110,865$550,00038,108+72,757+190.92%Add
Jump Financial, LLC
0.02%0.01%#33$3.1M106,204$902,01462,553+43,651+69.78%Add
Creative Planning
<0.01%<0.01%#90$3.0M104,010$1.1M73,705+30,305+41.12%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#154$3.0M103,600$1.4M99,962+3,638+3.64%Add
Bank of New York Mellon Corp
<0.01%<0.01%#133$2.8M95,229$1.2M80,184+15,045+18.76%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow