Helen of Troy Ltd
HELE- Exchange
- Nasdaq
- Industry
- Electric Housewares & Fans
- SEC CIK
- 0000916789
No open-market purchases or sales by Helen of Troy Ltd insiders were filed in the last 90 days; 200 institutions reported holding it in 13F filings for Q2 2026, worth $649.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Helen of Troy Ltd as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 200
- +13 vs. Q1 2026
- Shares held
- 22.4M
- +1.33M (+6.3%) vs. Q1 2026
- Total value
- $649.9M
- +$345.3M (+113.4%) vs. Q1 2026
- New holders
- 46
- 76 more added
- Sold out
- 33
- 46 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HELE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 200 | $649.9M |
| Q1 2026 | 188 | $304.9M |
| Q4 2025 | 193 | $476.5M |
| Q3 2025 | 207 | $585.6M |
| Q2 2025 | 211 | $678.3M |
| Q1 2025 | 230 | $1.28B |
| Q4 2024 | 243 | $1.44B |
| Q3 2024 | 245 | $1.49B |
| Q2 2024 | 255 | $2.28B |
| Q1 2024 | 273 | $3.15B |
| Q4 2023 | 262 | $3.42B |
| Q3 2023 | 250 | $3.21B |
| Q2 2023 | 248 | $3.10B |
| Q1 2023 | 249 | $3.03B |
| Q4 2022 | 246 | $2.87B |
| Q3 2022 | 257 | $2.34B |
| Q2 2022 | 297 | $4.06B |
| Q1 2022 | 278 | $4.94B |
| Q4 2021 | 291 | $6.19B |
| Q3 2021 | 281 | $5.75B |
| Q2 2021 | 288 | $5.73B |
| Q1 2021 | 323 | $5.55B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,883,032 | $54.7M | 0.00% | +137,124+7.9% | Added |
| AQR Capital Management LLC | 1,322,587 | $37.1M | 0.01% | +559,816+73.4% | Added |
| Vanguard Capital Management LLC | 993,527 | $28.9M | 0.00% | −13,337−1.3% | Reduced |
| Bank of America Corp | 954,568 | $27.7M | 0.00% | +347,770+57.3% | Added |
| D. E. Shaw & Co., Inc. | 824,267 | $24.0M | 0.01% | +59,966+7.8% | Added |
| Wellington Management Group LLP | 824,238 | $24.0M | 0.00% | +93,350+12.8% | Added |
| Charles Schwab Investment Management Inc | 802,085 | $23.3M | 0.00% | −121,927−13.2% | Reduced |
| Millennium Management LLC | 779,831 | $22.7M | 0.02% | +636,368+443.6% | Added |
| Dimensional Fund Advisors LP | 692,821 | $20.1M | 0.00% | +194,076+38.9% | Added |
| Ameriprise Financial Inc | 678,837 | $19.7M | 0.00% | +38,481+6.0% | Added |
| Pzena Investment Management LLC | 676,577 | $19.7M | 0.06% | −84,596−11.1% | Reduced |
| Geode Capital Management, LLC | 613,277 | $17.8M | 0.00% | +34,927+6.0% | Added |
| CastleKnight Management LP | 569,900 | $16.6M | 0.60% | −59,800−9.5% | Reduced |
| State Street Corp | 526,239 | $15.3M | 0.00% | +10,592+2.1% | Added |
| Paradigm Capital Management Inc | 488,000 | $14.2M | 0.39% | −439,100−47.4% | Reduced |
| RWWM, Inc. | 474,611 | $13.8M | 1.02% | −699,218−59.6% | Reduced |
| American Century Companies Inc | 461,325 | $13.4M | 0.01% | +393,513+580.3% | Added |
| Prescott Group Capital Management, L.L.C. | 437,773 | $12.7M | 1.10% | +81,662+22.9% | Added |
| Vanguard Portfolio Management LLC | 378,663 | $11.0M | 0.00% | +46,070+13.9% | Added |
| Woodline Partners LP | 367,060 | $10.7M | 0.03% | +367,060 | New |
| Federated Hermes, Inc. | 358,224 | $10.4M | 0.01% | −102,538−22.3% | Reduced |
| Invenomic Capital Management LP | 357,451 | $10.4M | 0.62% | −292,008−45.0% | Reduced |
| Earnest Partners LLC | 338,312 | $9.83M | 0.04% | +100,671+42.4% | Added |
| Morgan Stanley | 325,752 | $9.47M | 0.00% | +44,948+16.0% | Added |
| HSBC Holdings PLC | 297,763 | $8.51M | 0.00% | +160,374+116.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 282,065 | $8.20M | 0.02% | −113,820−28.8% | Reduced |
| Goldman Sachs Group Inc | 263,128 | $7.65M | 0.00% | −228,646−46.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 213,294 | $6.20M | 0.02% | +96,699+82.9% | Added |
| Susquehanna International Group, LLP | 211,949 | $6.16M | 0.01% | +199,795+1,643.9% | Added |
| Envestnet Asset Management Inc | 207,731 | $6.04M | 0.00% | +37,862+22.3% | Added |
| Renaissance Technologies LLC | 204,810 | $5.95M | 0.01% | +165,200+417.1% | Added |
| Northern Trust Corp | 200,555 | $5.83M | 0.00% | +10,524+5.5% | Added |
| Wells Fargo & Company | 195,808 | $5.69M | 0.00% | +53,511+37.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 179,500 | $5.22M | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 156,976 | $4.56M | 0.01% | +156,976 | New |
| Vanguard Fiduciary Trust Co | 155,205 | $4.51M | 0.00% | −1,033−0.7% | Reduced |
| Trexquant Investment LP | 154,189 | $4.48M | 0.03% | +20,741+15.5% | Added |
| Panagora Asset Management Inc | 147,072 | $4.28M | 0.01% | +147,072 | New |
| Vanguard Global Advisers, LLC | 118,432 | $3.44M | 0.00% | −7,707−6.1% | Reduced |
| UBS Group AG | 115,972 | $3.37M | 0.00% | +47,322+68.9% | Added |
| Invesco Ltd. | 111,966 | $3.25M | 0.00% | +32,218+40.4% | Added |
| Ieq Capital, LLC | 111,437 | $3.24M | 0.01% | +77,894+232.2% | Added |
| Gsa Capital Partners LLP | 110,865 | $3.22M | 0.20% | +72,757+190.9% | Added |
| Jump Financial, LLC | 106,204 | $3.09M | 0.03% | +43,651+69.8% | Added |
| Creative Planning | 104,010 | $3.02M | 0.00% | +30,305+41.1% | Added |
| Bank of New York Mellon Corp | 95,229 | $2.77M | 0.00% | +15,045+18.8% | Added |
| Franklin Resources Inc | 86,544 | $2.52M | 0.00% | +70,779+449.0% | Added |
| Pinnacle Holdings, LLC | 80,606 | $2.34M | 0.72% | +332+0.4% | Added |
| Russell Investments Group, Ltd. | 79,959 | $2.32M | 0.00% | +23,781+42.3% | Added |
| Gladstone Institutional Advisory LLC | 78,189 | $2.27M | 0.07% | −14,044−15.2% | Reduced |
| Acadian Asset Management LLC | 76,653 | $2.22M | 0.00% | +55,620+264.4% | Added |
| FMR LLC | 73,420 | $2.13M | 0.00% | +69,179+1,631.2% | Added |
| LSV Asset Management | 73,092 | $2.13M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 68,583 | $1.99M | 0.00% | +31,396+84.4% | Added |
| Engineers Gate Manager LP | 65,737 | $1.91M | 0.02% | −108,263−62.2% | Reduced |
| Quantinno Capital Management LP | 64,300 | $1.87M | 0.00% | +18,835+41.4% | Added |
| Cerity Partners LLC | 63,015 | $1.83M | 0.00% | +33,081+110.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 61,610 | $1.79M | 0.04% | +61,610 | New |
| Mariner, LLC | 58,314 | $1.70M | 0.00% | +58,314 | New |
| Susquehanna Portfolio Strategies, LLC | 58,013 | $1.69M | 0.03% | −22,942−28.3% | Reduced |
| Empowered Funds, LLC | 58,005 | $1.69M | 0.01% | +58,005 | New |
| Quinn Opportunity Partners LLC | 57,413 | $1.67M | 0.08% | +57,413 | New |
| Pacific Ridge Capital Partners, LLC | 56,727 | $1.65M | 0.30% | −653−1.1% | Reduced |
| Wedge Capital Management L L P | 52,687 | $1.53M | 0.03% | +52,687 | New |
| Nomura Holdings Inc | 51,893 | $1.51M | 0.01% | −27,991−35.0% | Reduced |
| Nuveen, LLC | 50,885 | $1.48M | 0.00% | −5,647−10.0% | Reduced |
| Bridgeway Capital Management, LLC | 50,212 | $1.46M | 0.03% | +50,212 | New |
| Price T Rowe Associates Inc | 46,555 | $1.35M | 0.00% | +6,816+17.2% | Added |
| JPMorgan Chase & Co | 45,464 | $1.30M | 0.00% | −147,305−76.4% | Reduced |
| Two Sigma Investments, LP | 42,237 | $1.23M | 0.00% | +42,237 | New |
| Mork Capital Management, LLC | 40,000 | $1.16M | 0.74% | 00.0% | Unchanged |
| Cetera Investment Advisers | 38,162 | $1.11M | 0.00% | +5,375+16.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 39,430 | $1.04M | 0.00% | +22,299+130.2% | Added |
| Jain Global LLC | 34,970 | $1.02M | 0.01% | +34,970 | New |
| Deutsche Bank AG | 34,306 | $997.3K | 0.00% | +10,803+46.0% | Added |
| Rhumbline Advisers | 31,556 | $917.3K | 0.00% | +606+2.0% | Added |
| Victory Capital Management Inc | 31,477 | $915.0K | 0.00% | +31,477 | New |
| Mercer Global Advisors Inc | 30,408 | $884.0K | 0.00% | +14,729+93.9% | Added |
| Numerai GP LLC | 29,581 | $859.9K | 0.07% | +29,581 | New |
| SummerHaven Investment Management, LLC | 28,366 | $824.6K | 0.44% | 00.0% | Unchanged |
| Citigroup Inc | 25,835 | $751.0K | 0.00% | +20,189+357.6% | Added |
| Boothbay Fund Management, LLC | 25,758 | $748.8K | 0.01% | +25,758 | New |
| Royal Bank of Canada | 25,290 | $735.0K | 0.00% | +13,267+110.3% | Added |
| CWM Advisors, LLC | 23,529 | $684.0K | 0.03% | −12,753−35.1% | Reduced |
| KLP Kapitalforvaltning AS | 22,800 | $662.8K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 21,543 | $626.3K | 0.00% | −28,759−57.2% | Reduced |
| STRS Ohio | 21,400 | $622.1K | 0.00% | +11,200+109.8% | Added |
| XTX Topco Ltd | 21,222 | $616.9K | 0.01% | +21,222 | New |
| Empirical Asset Management, LLC | 20,740 | $602.9K | 0.14% | +500+2.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 20,154 | $585.9K | 0.00% | +4,509+28.8% | Added |
| Tudor Investment Corp Et Al | 17,744 | $515.8K | 0.00% | −34,949−66.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 16,967 | $493.2K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 16,927 | $492.1K | 0.00% | +16,782+11,573.8% | Added |
| Canada Pension Plan Investment Board | 16,200 | $470.9K | 0.00% | +4,800+42.1% | Added |
| SRS Capital Advisors, Inc. | 14,740 | $428.5K | 0.00% | +14,556+7,910.9% | Added |
| Stifel Financial Corp | 14,480 | $420.9K | 0.00% | +14,480 | New |
| Counterpoint Mutual Funds LLC | 14,051 | $408.5K | 0.04% | +14,051 | New |
| Captrust Financial Advisors | 13,287 | $386.3K | 0.00% | +13,287 | New |
| MetLife Investment Management | 13,118 | $381.3K | 0.00% | +2,994+29.6% | Added |
| Alliancebernstein L.P. | 25,846 | $372.7K | 0.00% | +11,900+85.3% | Added |