HELEN OF TROY LTD — Institutional Ownership

Which tracked institutions hold HELE, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

21
Funds holding
$80572493
Total value held
Selling
8 added/new · 13 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $25175994 1745908 -15398 -0.87%
2 Ameriprise Financial Inc $9233933 640356 -144512 -18.41%
3 Bank Of America Corp /De/ $8750027 606798 -41750 -6.44%
4 State Street Corp $7435630 515647 +27131 +5.55%
5 Goldman Sachs Group Inc $7091381 491774 -19856 -3.88%
6 Barclays Plc $6562023 455064 NEW BUY
7 Morgan Stanley $4049193 280804 -93769 -25.03%
8 Wells Fargo & Company/Mn $2918561 137344 -39812 -22.47%
9 Northern Trust Corp $2740246 190031 -282 -0.15%
10 Invesco Ltd. $2390435 112491 -62929 -35.87%
11 Bank Of New York Mellon Corp $1156257 80184 -842 -1.04%
12 Nomura Holdings Inc $1151927 79884 NEW BUY
13 Citigroup Inc $687800 32367 +8565 +35.98%
14 Sei Investments Co $485002 33637 NEW BUY
15 Hancock Whitney Corp $292709 12644 +926 +7.90%
16 Franklin Resources Inc $227331 15765 -128974 -89.11%
17 Royal Bank Of Canada $173000 12023 NEW BUY
18 Us Bancorp \De\ $24269 1683 -5389 -76.20%
19 Pnc Financial Services Group, Inc. $22929 1590 -3158 -66.51%
20 Amalgamated Financial Corp. $3212 16401 NEW BUY
21 Fifth Third Bancorp $634 44 -350 -88.83%

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.