# HELEN OF TROY LTD (HELE) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: G4388N106
Page URL: https://superinvestorclub.com/stock/HELE
Last updated: 2026-08-29T13:46:31.244Z

## Summary

As of the most recent 13F filing period, HELEN OF TROY LTD (HELE) is held by 1 tracked superinvestors with an aggregate position value of $19.7M representing 0676577 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Richard Pzena](https://superinvestorclub.com/manager/288) | Pzena Investment Management | 676577 | $19.7M | 0.06% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $5.9M aggregate, 050800 shares
- 2023-12-31: 1 holders, $9.6M aggregate, 079539 shares
- 2024-03-31: 2 holders, $14.0M aggregate, 08321938273 shares
- 2024-06-30: 2 holders, $4.9M aggregate, 03265220219 shares
- 2024-09-30: 1 holders, $931,275 aggregate, 015057 shares
- 2024-12-31: 1 holders, $258,765 aggregate, 04325 shares
- 2025-03-31: 1 holders, $40.5M aggregate, 0756227 shares
- 2025-06-30: 1 holders, $28.0M aggregate, 0985331 shares
- 2025-09-30: 1 holders, $25.5M aggregate, 01010756 shares
- 2025-12-31: 1 holders, $20.1M aggregate, 0947568 shares
- 2026-03-31: 1 holders, $11.0M aggregate, 0761173 shares
- 2026-06-30: 1 holders, $19.7M aggregate, 0676577 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "HELEN OF TROY LTD (HELE) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/HELE), aggregating SEC 13F, Form 4, and congressional disclosures."