Holdings Channel



Quotes delayed 20 minutes

Email EnvelopeFree HELE Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of HELE

There is a long list of 209 institutional holders of HELE within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of HELE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-HELE table below, the initial column indicates the name of each top institutional holder of HELE, with a link to that fund's top holdings. The next columns indicate the amount of HELE stock held by each of the institutional holders of HELE, followed by the HELE position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.3,440,904$86,711 09/30/2025
     HELE3,440,904$86,711 09/30/2025
Vanguard Group Inc.2,141,722$53,971 09/30/2025
     HELE2,141,722$53,971 09/30/2025
Pzena Investment Management LLC1,010,756$25,471 09/30/2025
     HELE1,010,756$25,471 09/30/2025
Dimensional Fund Advisors LP954,378$24,051 09/30/2025
     HELE954,378$24,051 09/30/2025
State Street Corp898,122$22,633 09/30/2025
     HELE898,122$22,633 09/30/2025
Wellington Management Group LLP747,220$18,830 09/30/2025
     HELE747,220$18,830 09/30/2025
Charles Schwab Investment Management Inc.705,648$17,782 09/30/2025
     HELE705,648$17,782 09/30/2025
Goldman Sachs Group Inc.674,339$16,993 09/30/2025
     HELE674,339$16,993 09/30/2025
D. E. Shaw & Co. Inc. $16,828 09/30/2025
     HELE948,186$23,894 09/30/2025
     Put280,400$7,066 09/30/2025
Ameriprise Financial Inc.658,928$16,605 09/30/2025
     HELE658,928$16,605 09/30/2025
Invenomic Capital Management LP554,985$13,986 09/30/2025
     HELE554,985$13,986 09/30/2025
RWWM Inc.515,176$12,982 09/30/2025
     HELE515,176$12,982 09/30/2025
Geode Capital Management LLC506,522$12,766 09/30/2025
     HELE506,522$12,766 09/30/2025
CastleKnight Management LP491,900$12,396 09/30/2025
     HELE491,900$12,396 09/30/2025
Bank of America Corp DE478,817$12,066 09/30/2025
     HELE478,817$12,066 09/30/2025
Millennium Management LLC $9,981 09/30/2025
     HELE421,081$10,611 09/30/2025
     Put25,000$630 09/30/2025
Systematic Financial Management LP384,093$9,679 09/30/2025
     HELE384,093$9,679 09/30/2025
Jacobs Levy Equity Management Inc.359,693$9,064 09/30/2025
     HELE359,693$9,064 09/30/2025
Hotchkis & Wiley Capital Management LLC338,135$8,521 09/30/2025
     HELE338,135$8,521 09/30/2025
M&G Plc330,309$8,258 09/30/2025
     HELE330,309$8,258 09/30/2025
Morgan Stanley322,131$8,118 09/30/2025
     HELE322,131$8,118 09/30/2025
Earnest Partners LLC311,668$7,854 09/30/2025
     HELE311,668$7,854 09/30/2025
Capital International Investors269,597$6,794 09/30/2025
     HELE269,597$6,794 09/30/2025
JPMorgan Chase & Co. $6,106 09/30/2025
     HELE242,172$6,103 09/30/2025
     Call100$3 09/30/2025
Northern Trust Corp226,818$5,716 09/30/2025
     HELE226,818$5,716 09/30/2025
Glenmede Investment Management LP219,326$5,527 09/30/2025
     HELE219,326$5,527 09/30/2025
Pacer Advisors Inc.207,670$5,233 09/30/2025
     HELE207,670$5,233 09/30/2025
Envestnet Asset Management Inc.195,657$4,931 09/30/2025
     HELE195,657$4,931 09/30/2025
Federated Hermes Inc.187,152$4,716 09/30/2025
     HELE187,152$4,716 09/30/2025
Two Sigma Investments LP185,785$4,682 09/30/2025
     HELE185,785$4,682 09/30/2025
AQR Capital Management LLC178,621$4,501 09/30/2025
     HELE178,621$4,501 09/30/2025
Wells Fargo & Company MN177,156$4,464 09/30/2025
     HELE177,156$4,464 09/30/2025
Invesco Ltd.175,420$4,421 09/30/2025
     HELE175,420$4,421 09/30/2025
Bank of New York Mellon Corp162,065$4,084 09/30/2025
     HELE162,065$4,084 09/30/2025
Allspring Global Investments Holdings LLC144,162$3,633 09/30/2025
     HELE144,162$3,633 09/30/2025
Principal Financial Group Inc.141,615$3,569 09/30/2025
     HELE141,615$3,569 09/30/2025
Franklin Resources Inc.134,465$3,389 09/30/2025
     HELE134,465$3,389 09/30/2025
First Trust Advisors LP127,173$3,205 09/30/2025
     HELE127,173$3,205 09/30/2025
UBS Group AG126,961$3,199 09/30/2025
     HELE126,961$3,199 09/30/2025
Counterpoint Mutual Funds LLC125,416$3,160 09/30/2025
     HELE125,416$3,160 09/30/2025
Citadel Advisors LLC $2,547 09/30/2025
     Call202,000$5,090 09/30/2025
     Put138,000$3,478 09/30/2025
     HELE37,111$935 09/30/2025
Royal Bank of Canada $2,276 09/30/2025
     HELE95,854$2,415 09/30/2025
     Put5,500$139 09/30/2025
Public Sector Pension Investment Board89,582$2,257 09/30/2025
     HELE89,582$2,257 09/30/2025
Jump Financial LLC82,027$2,067 09/30/2025
     HELE82,027$2,067 09/30/2025
Susquehanna Portfolio Strategies LLC81,842$2,062 09/30/2025
     HELE81,842$2,062 09/30/2025
Gladstone Institutional Advisory LLC80,286$2,023 09/30/2025
     HELE80,286$2,023 09/30/2025
LSV Asset Management76,892$1,938 09/30/2025
     HELE76,892$1,938 09/30/2025
Rhumbline Advisers74,575$1,879 09/30/2025
     HELE74,575$1,879 09/30/2025
Nordea Investment Management AB73,770$1,860 09/30/2025
     HELE73,770$1,860 09/30/2025
Nuveen LLC72,856$1,836 09/30/2025
     HELE72,856$1,836 09/30/2025

See All: Funds Holding HELE
See Details: Top 10 Hedge Funds Holding HELE
Also See: HELE Insider Buying
Also See: HELE Holdings Changes

Institutional Holders of HELE | www.HoldingsChannel.com | Copyright © 2013 - 2025, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.