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 Mar 31, 2025
Ownership Breakdown
245
Institutional Holders
▼ 20 vs Q4
$1.29B
Total Inst. Value
▼ $152.77M vs Q4
23.26M
Shares Outstanding
freeFloat 97.47%
24.01M
13F Shares Held
▼ 22,881 vs Q4
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
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. electric housewares & fans | 3.50M | 15.21% | 15.21% | $187.28B | May 2, 2025 | ▼ 135.9K |
VANGUARD GROUP INC electric housewares & fans | 2.60M | 11.29% | 11.29% | $138.98B | May 9, 2025 | ▼ 28.0K |
FMR LLC electric housewares & fans | 2.59M | 11.24% | 11.24% | $138.40B | May 12, 2025 | ▼ 92.5K |
DIMENSIONAL FUND ADVISORS LP electric housewares & fans | 1.03M | 4.46% | 4.46% | $54.84B | May 13, 2025 | ▼ 59.2K |
STATE STREET CORP electric housewares & fans | 907.6K | 3.94% | 3.94% | $48.55B | May 15, 2025 | ▼ 23.9K |
EARNEST PARTNERS LLC electric housewares & fans | 780.9K | 3.39% | 3.39% | $41.77B | May 14, 2025 | ▲ 23.6K |
PZENA INVESTMENT MANAGEMENT LLC electric housewares & fans | 756.2K | 3.29% | 3.29% | $40.45B | May 2, 2025 | ▲ 50.5K |
BANK OF AMERICA CORP /DE/ electric housewares & fans | 664.1K | 2.89% | 2.89% | $35.52B | May 15, 2025 | ▲ 299.9K |
GEODE CAPITAL MANAGEMENT, LLC electric housewares & fans | 560.8K | 2.44% | 2.44% | $30.01B | May 13, 2025 | ▲ 26.3K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC electric housewares & fans | 520.4K | 2.26% | 2.26% | $27.84B | Sep 15, 2025 | ▲ 38.3K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
28
Increased
+2.27M shares3
New Positions
first time holders18
Decreased
−1.08M shares0
Sold Out
fully exitedNet shares change (top 50)
+1.19M
+2.27M / −1.08M
Net new holders
+13
3 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 3.50 million shares — equal to 15.21% of outstanding shares — as of March 31, 2025.
A total of 245 institutional investors currently hold HELE stock, with a combined institutional value of approximately $1.29 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 15.21% stake. Company insiders hold 2.53%. Data sourced from SEC Form 13F as of March 31, 2025.