Helen of Troy Limited
Helen of Troy Limited (HELE) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · HELE · as of Sep 30, 2024
Ownership Breakdown
270
Institutional Holders
▼ 4 vs Q2
$1.49B
Total Inst. Value
▼ $792.40M vs Q2
23.26M
Shares Outstanding
freeFloat 97.47%
24.02M
13F Shares Held
▼ 544,407 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
HELE largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. electric housewares & fans | 3.51M | 15.37% | 15.37% | $216.93B | Nov 13, 2024 | NEW |
FMR LLC electric housewares & fans | 2.88M | 12.63% | 12.63% | $178.16B | Nov 13, 2024 | ▼ 602.1K |
VANGUARD GROUP INC electric housewares & fans | 2.64M | 11.58% | 11.58% | $163.33B | Nov 13, 2024 | ▲ 258.4K |
DIMENSIONAL FUND ADVISORS LP electric housewares & fans | 1.09M | 4.78% | 4.78% | $67.47B | Nov 7, 2024 | ▼ 62.5K |
PACER ADVISORS, INC. electric housewares & fans | 1.07M | 4.69% | 4.69% | $66.18B | Nov 12, 2024 | ▲ 1.07M |
STATE STREET CORP electric housewares & fans | 894.7K | 3.92% | 3.92% | $55.34B | Nov 14, 2024 | ▲ 31.6K |
EARNEST PARTNERS LLC electric housewares & fans | 638.4K | 2.80% | 2.80% | $39.48B | Nov 14, 2024 | ▼ 27.9K |
PZENA INVESTMENT MANAGEMENT LLC electric housewares & fans | 581.4K | 2.55% | 2.55% | $35.96B | Nov 8, 2024 | NEW |
GEODE CAPITAL MANAGEMENT, LLC electric housewares & fans | 535.9K | 2.35% | 2.35% | $33.15B | Nov 12, 2024 | ▼ 47.8K |
MACQUARIE GROUP LTD electric housewares & fans | 506.8K | 2.22% | 2.22% | $31.34B | Nov 14, 2024 | ▼ 11.7K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
25
Increased
+3.58M shares10
New Positions
first time holders15
Decreased
−1.88M shares0
Sold Out
fully exitedNet shares change (top 50)
+1.71M
+3.58M / −1.88M
Net new holders
+20
10 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
HELE insider trading · insider activity
Source: SEC Form 4
8
Buy transactions
2
Sell transactions
4.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Woody Darren G director | Jun 1, 2026 | Award | 919 | — | — | 15.1K | Form 4 ↗ |
Otero Elena director | Jun 1, 2026 | Award | 919 | — | — | 8.7K | Form 4 ↗ |
GOMEZ SADES TABATA LORENA director | Jun 1, 2026 | Award | 919 | — | — | 8.7K | Form 4 ↗ |
RAFF BERYL director | Jun 1, 2026 | Award | 919 | — | — | 13.8K | Form 4 ↗ |
Berry Krista director | Jun 1, 2026 | Award | 919 | — | — | 11.5K | Form 4 ↗ |
CASE THURMAN K director | Jun 1, 2026 | Award | 919 | — | — | 11.6K | Form 4 ↗ |
Meeker Timothy F director | Jun 1, 2026 | Award | 919 | — | — | 14.4K | Form 4 ↗ |
CARSON VINCENT D director | Jun 1, 2026 | Award | 919 | — | — | 20.8K | Form 4 ↗ |
Grass Brian Chief Financial Officer | May 1, 2026 | Tax Withhold | 4,812 | $23.93 | $115.2K | 187.3K | Form 4 ↗ |
Grass Brian Chief Financial Officer | May 1, 2026 | Tax Withhold | 16,041 | $23.93 | $383.9K | 171.2K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Helen of Troy Limited (HELE) is primarily owned by institutional investors, who hold approximately 100.0% of total shares outstanding. Company insiders own approximately 2.53%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Helen of Troy Limited is BLACKROCK, INC., holding approximately 3.51 million shares — equal to 15.37% of outstanding shares — as of September 30, 2024.
A total of 270 institutional investors currently hold HELE stock, with a combined institutional value of approximately $1.49 billion as of the most recent 13F filing period.
Frequently asked questions
HELE ownershipHelen of Troy Limited (HELE) is primarily owned by institutional investors, who hold approximately 100.0% of shares. The largest shareholder is BLACKROCK, INC. with a 15.37% stake. Company insiders hold 2.53%. Data sourced from SEC Form 13F as of September 30, 2024.