Company · Ownership research

HELEN OF TROY LTD HELE

CIK 0000916789 · CUSIP G4388N106

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP G4388N106 (HELE), not CUSIP G4388N906 (HELE), CUSIP G4388N956 (HELE), CUSIP BMG4388N1 (HELE), and does not merge CUSIPs.

This page lists the top 20 of 62 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$21.97M 801,541 shares	0.00%	+108.72K(+15.70%)Added	SEC filing ↗ Nov 4, 2026	▾
02	PZENA INVESTMENT MANAGEMENT LLC CIK 1027796 · View history	$17.72M 646,418 shares	0.05%	-30.16K(-4.50%)Reduced	SEC filing ↗ Oct 30, 2026	▾
03	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$12.92M 471,212 shares	0.00%	-142.06K(-23.20%)Reduced	SEC filing ↗ Nov 6, 2026	▾
04	Prescott Group Capital Management, L.L.C. CIK 1166152 · View history	$12.00M 437,773 shares	1.08%	0(0.00%)Unchanged	SEC filing ↗ Oct 30, 2026	▾
05	LSV ASSET MANAGEMENT CIK 1050470 · View history	$4.84M 176,495 shares	0.01%	+103.40K(+141.50%)Added	SEC filing ↗ Nov 6, 2026	▾
06	Creative Planning CIK 1540235 · View history	$3.22M 117,611 shares	0.00%	+13.60K(+13.10%)Added	SEC filing ↗ Nov 2, 2026	▾
07	CITIGROUP INC CIK 831001 · View history	$2.77M 101,220 shares	0.00%	+75.39K(+291.80%)Added	SEC filing ↗ Nov 4, 2026	▾
08	Bank of New York Mellon Corp CIK 1390777 · View history	$2.57M 93,630 shares	0.00%	-1.60K(-1.70%)Reduced	SEC filing ↗ Nov 5, 2026	▾
09	Russell Investments Group, Ltd. CIK 1692234 · View history	$2.55M 93,092 shares	0.00%	+13.13K(+16.40%)Added	SEC filing ↗ Nov 6, 2026	▾
10	WEDGE CAPITAL MANAGEMENT L L P/NC CIK 1015308 · View history	$1.84M 67,038 shares	0.03%	+14.35K(+27.20%)Added	SEC filing ↗ Oct 13, 2026	▾
11	STRS OHIO CIK 820478 · View history	$1.01M 37,000 shares	0.00%	+15.60K(+72.90%)Added	SEC filing ↗ Oct 30, 2026	▾
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 1632972 · View history	$978.69K 36,862 shares	0.00%	-2.57K(-6.50%)Reduced	SEC filing ↗ Oct 13, 2026	▾
13	SummerHaven Investment Management, LLC CIK 1846436 · Amended · View history	$951.67K 34,720 shares	0.53%	+6.35K(+22.40%)Added	SEC filing ↗ Oct 19, 2026	▾
14	DEUTSCHE BANK AG\ CIK 948046 · View history	$866.70K 31,620 shares	0.00%	-2.69K(-7.80%)Reduced	SEC filing ↗ Nov 6, 2026	▾
15	Inspire Investing, LLC CIK 1670139 · View history	$632.24K 23,066 shares	0.03%	-463(-2.00%)Reduced	SEC filing ↗ Oct 22, 2026	▾
16	BARCLAYS PLC CIK 312069 · View history	$546.31K 19,931 shares	0.00%	+15.87K(+391.30%)Added	SEC filing ↗ Nov 6, 2026	▾
17	Robeco Institutional Asset Management B.V. CIK 1418773 · View history	$465.06K 16,967 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 20, 2026	▾
18	Savant Capital, LLC CIK 1482880 · View history	$444.70K 16,224 shares	0.00%	+16.22KNew	SEC filing ↗ Nov 6, 2026	▾
19	Y-Intercept (Hong Kong) Ltd CIK 1772875 · View history	$378.92K 13,824 shares	0.01%	-47.79K(-77.60%)Reduced	SEC filing ↗ Oct 16, 2026	▾
20	Diversified Trust Co CIK 1479844 · View history	$326.62K 11,916 shares	0.01%	+120(+1.00%)Added	SEC filing ↗ Nov 6, 2026	▾

Showing 20 / 62 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

3,294,680

Not deduplicated across managers

Disclosed value

$90.28M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

HELEN OF TROY LTD · Q3 2026

Explore all 62 reporting institutions.

This page includes 20 of 62 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.