Helen of Troy Ltd
Ownership
Ownership Structure
Who owns Helen of Troy Ltd (HELE)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 92.4% of the shares are freely tradable; institutional investors hold 95.4%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.50 | 1,745,908 | -0.9 | 03/31/2026 |
| RWWM Inc | 5.04 | 1,173,829 | +85.7 | 03/31/2026 |
| Vanguard Capital Management, LLC | 4.32 | 1,006,864 | +0.0 | 03/31/2026 |
| Charles Schwab Investment Management Inc | 3.97 | 924,012 | +4.8 | 03/31/2026 |
| D. E. Shaw & Co LP | 3.54 | 824,267 | +7.8 | 06/30/2026 |
| Wellington Management Company LLP | 3.54 | 824,238 | +12.8 | 06/30/2026 |
| Millennium Management LLC | 3.35 | 779,831 | +443.6 | 06/30/2026 |
| AQR Capital Management LLC | 3.27 | 762,771 | +330.2 | 03/31/2026 |
| Pzena Investment Management, LLC | 3.27 | 761,173 | -19.7 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 3.01 | 701,586 | +0.0 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Uzzell George Scott | Chief Executive Officer | 235,968 | 6,489,120 $ | Sep 2, 2026 | direct |
| Woody Darren G | Director | 15,919 | 437,773 $ | Sep 1, 2026 | direct |
| Raff Beryl | Director | 14,639 | 402,573 $ | Sep 1, 2026 | direct |
| Case Thurman K | Director | 12,504 | 343,860 $ | Sep 1, 2026 | direct |
| Berry Krista | Director | 12,326 | 338,965 $ | Sep 1, 2026 | direct |
| Gomez Sades Tabata Lorena | Director | 9,544 | 262,460 $ | Sep 1, 2026 | direct |
| Otero Elena | Director | 9,544 | 262,460 $ | Sep 1, 2026 | direct |
| Platz Marlo Michelle Cormier | Director | 860 | 23,650 $ | Sep 1, 2026 | direct |
| Fadel Mitchell E | Director | 860 | 23,650 $ | Sep 1, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Uzzell George Scott | Chief Executive Officer | Other | 4,793 | 28.59 | 137,032 |
| Sep 1, 2026 | Platz Marlo Michelle Cormier | Director | Other | 860 | 0.00 | – |
| Sep 1, 2026 | Fadel Mitchell E | Director | Other | 860 | 0.00 | – |
| Sep 1, 2026 | Woody Darren G | Director | Other | 860 | 0.00 | – |
| Sep 1, 2026 | Gomez Sades Tabata Lorena | Director | Other | 860 | 0.00 | – |
| Sep 1, 2026 | Raff Beryl | Director | Other | 860 | 0.00 | – |
| Sep 1, 2026 | Berry Krista | Director | Other | 860 | 0.00 | – |
| Sep 1, 2026 | Case Thurman K | Director | Other | 860 | 0.00 | – |
| Sep 1, 2026 | Otero Elena | Director | Other | 860 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.