HELEN OF TROY LTD — Institutional Ownership
Which tracked institutions hold HELE, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
26
Funds holding
$197567789
Total value held
Buying
19 added/new · 7 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $54739741 | 1883032 | +137124 | +7.85% |
| 2 | Bank Of America Corp /De/ | $27749292 | 954568 | +347770 | +57.31% |
| 3 | Barclays Plc | $23373937 | 804057 | +348993 | +76.69% |
| 4 | Ameriprise Financial Inc | $19733792 | 678837 | +678837 | NEW BUY |
| 5 | State Street Corp | $15297768 | 526239 | +10592 | +2.05% |
| 6 | Federated Hermes, Inc. | $10413571 | 358224 | +358224 | NEW BUY |
| 7 | Morgan Stanley | $9469617 | 325752 | +44948 | +16.01% |
| 8 | Goldman Sachs Group Inc | $7649131 | 263128 | -228646 | -46.49% |
| 9 | Northern Trust Corp | $5830134 | 200555 | +10524 | +5.54% |
| 10 | Wells Fargo & Company/Mn | $5692139 | 195808 | +53511 | +37.61% |
| 11 | Ubs Group Ag | $3371306 | 115972 | +115972 | NEW BUY |
| 12 | Invesco Ltd. | $3254852 | 111966 | +111966 | NEW BUY |
| 13 | Bank Of New York Mellon Corp | $2768309 | 95229 | +15045 | +18.76% |
| 14 | Franklin Resources Inc | $2515834 | 86544 | +70779 | +448.96% |
| 15 | Nomura Holdings Inc | $1508530 | 51893 | -27991 | -35.04% |
| 16 | Jpmorgan Chase & Co | $1303908 | 45464 | -147305 | -76.42% |
| 17 | Citigroup Inc | $751023 | 25835 | -6532 | -20.18% |
| 18 | Royal Bank Of Canada | $735000 | 25290 | +13267 | +110.35% |
| 19 | Stifel Financial Corp | $420933 | 14480 | +14480 | NEW BUY |
| 20 | Hancock Whitney Corp | $361311 | 12429 | -215 | -1.70% |
| 21 | Sei Investments Co | $276452 | 9508 | -24129 | -71.73% |
| 22 | Raymond James Financial Inc | $248578 | 8551 | +8551 | NEW BUY |
| 23 | Us Bancorp \De\ | $50959 | 1753 | +70 | +4.16% |
| 24 | Pnc Financial Services Group, Inc. | $47820 | 1645 | +55 | +3.46% |
| 25 | Amalgamated Financial Corp. | $3212 | 16401 | +16401 | NEW BUY |
| 26 | Fifth Third Bancorp | $640 | 22 | -22 | -50.00% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.