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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, Q1 2021

Institutional positions in Helen of Troy Ltd as of Mar 31, 2021. 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
323
No complete 13F data for Q4 2020
Shares held
26.3M
No complete 13F data for Q4 2020
Total value
$5.55B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 323 institutions
Q1 2021: 323 institutionsQ2 2021: 288 institutionsQ3 2021: 281 institutionsQ4 2021: 291 institutionsQ1 2022: 278 institutionsQ2 2022: 297 institutionsQ3 2022: 257 institutionsQ4 2022: 246 institutionsQ1 2023: 249 institutionsQ2 2023: 248 institutionsQ3 2023: 250 institutionsQ4 2023: 262 institutionsQ1 2024: 273 institutionsQ2 2024: 255 institutionsQ3 2024: 245 institutionsQ4 2024: 242 institutionsQ1 2025: 230 institutionsQ2 2025: 211 institutionsQ3 2025: 207 institutionsQ4 2025: 193 institutionsQ1 2026: 188 institutionsQ2 2026: 200 institutions
Value heldQ1 2021: $5.55B
Q1 2021: $5.55BQ2 2021: $5.73BQ3 2021: $5.75BQ4 2021: $6.18BQ1 2022: $4.94BQ2 2022: $4.06BQ3 2022: $2.32BQ4 2022: $2.84BQ1 2023: $2.68BQ2 2023: $3.07BQ3 2023: $3.18BQ4 2023: $3.20BQ1 2024: $2.99BQ2 2024: $2.28BQ3 2024: $1.49BQ4 2024: $1.44BQ1 2025: $1.28BQ2 2025: $676.7MQ3 2025: $578.8MQ4 2025: $476.3MQ1 2026: $304.9MQ2 2026: $649.9M
Institutions holding HELE and their total value by quarter
QuarterHoldersValue
Q2 2026200$649.9M
Q1 2026188$304.9M
Q4 2025193$476.3M
Q3 2025207$578.8M
Q2 2025211$676.7M
Q1 2025230$1.28B
Q4 2024242$1.44B
Q3 2024245$1.49B
Q2 2024255$2.28B
Q1 2024273$2.99B
Q4 2023262$3.20B
Q3 2023250$3.18B
Q2 2023248$3.07B
Q1 2023249$2.68B
Q4 2022246$2.84B
Q3 2022257$2.32B
Q2 2022297$4.06B
Q1 2022278$4.94B
Q4 2021291$6.18B
Q3 2021281$5.75B
Q2 2021288$5.73B
Q1 2021323$5.55B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Helen of Troy Ltd.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HELE in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.2,800,516$590.0M0.02%––
Vanguard Group Inc2,294,778$483.4M0.01%––
FMR LLC2,023,179$426.2M0.04%––
Capital Research Global Investors1,811,963$381.7M0.09%––
JPMorgan Chase & Co1,306,777$275.3M0.04%––
Wells Fargo & Company1,003,469$211.4M0.05%––
Cooke & Bieler LP935,674$197.1M1.91%––
William Blair Investment Management, LLC896,526$188.9M0.61%––
State Street Corp743,288$156.6M0.01%––
Goldman Sachs Group Inc704,234$148.4M0.04%––
Dimensional Fund Advisors LP636,553$134.1M0.04%––
Fisher Asset Management, LLC480,378$101.2M0.07%––
Price T Rowe Associates Inc465,134$98.0M0.01%––
Capital International Investors446,591$94.1M0.02%––
Capital World Investors445,500$93.8M0.02%––
Victory Capital Management Inc429,144$90.4M0.09%––
Geode Capital Management, LLC420,657$88.6M0.01%––
Snyder Capital Management L P397,131$83.7M2.40%––
Lord, Abbett & Co. LLC389,382$82.0M0.21%––
Northern Trust Corp377,320$79.5M0.01%––
Bank of New York Mellon Corp322,276$67.9M0.01%––
Neumeier Poma Investment Counsel LLC321,748$67.8M4.07%––
Macquarie Group Ltd278,913$58.8M0.08%––
Charles Schwab Investment Management Inc272,017$57.3M0.02%––
Norges Bank237,568$50.0M0.01%––
Fuller & Thaler Asset Management, Inc.230,804$48.6M0.34%––
Bank of America Corp213,965$45.1M0.01%––
Loomis Sayles & Co L P185,981$39.2M0.05%––
Brown Advisory Inc170,854$36.0M0.06%––
Anchor Capital Advisors LLC153,076$32.2M0.68%––
Arrowstreet Capital, Limited Partnership152,866$32.2M0.04%––
FIL Ltd144,192$30.4M0.03%––
Standard Life Aberdeen plc129,070$27.2M0.06%––
Lazard Asset Management LLC127,950$27.0M0.03%––
Public Employees Retirement Association of Colorado122,542$25.8M0.12%––
Eagle Asset Management Inc118,837$25.3M0.11%––
Cardinal Capital Management LLC116,218$24.5M0.59%––
GW&K Investment Management, LLC115,145$24.3M0.22%––
Nuveen Asset Management, LLC111,413$23.5M0.01%––
Wedge Capital Management L L P99,685$21.0M0.25%––
Morgan Stanley96,776$20.4M0.00%––
Clark Capital Management Group, Inc.90,590$19.1M0.29%––
Principal Financial Group Inc87,433$18.4M0.01%––
British Columbia Investment Management Corp79,800$16.8M0.12%––
Creative Planning79,171$16.7M0.03%––
WCM Investment Management, LLC74,798$15.8M0.04%––
Systematic Financial Management LP73,467$15.5M0.57%––
Rhumbline Advisers73,183$15.4M0.02%––
Retirement Systems of Alabama71,842$15.1M0.06%––
Redwood Investments, LLC71,721$15.1M1.33%––
Royal Bank of Canada69,855$14.7M0.00%––
Legal & General Group Plc64,872$13.7M0.01%––
Robeco Institutional Asset Management B.V.64,738$13.6M0.03%––
Parametric Portfolio Associates LLC64,108$13.5M0.01%––
Hillcrest Asset Management LLC63,435$13.4M1.56%––
Voya Investment Management LLC63,349$13.3M0.03%––
Alliancebernstein L.P.63,062$13.3M0.01%––
Ameriprise Financial Inc62,178$13.1M0.00%––
Deutsche Bank AG60,428$12.7M0.01%––
Glenmede Trust Co NA59,660$12.6M0.07%––
American International Group, Inc.58,172$12.3M0.05%––
Swiss National Bank57,900$12.2M0.01%––
California Public Employees Retirement System57,319$12.1M0.01%––
Invesco Ltd.54,758$11.5M0.00%––
Comerica Bank49,375$11.2M0.07%––
Russell Investments Group, Ltd.47,335$9.97M0.02%––
Caas Capital Management LP47,191$9.94M0.30%––
James Investment Research Inc45,742$9.64M0.88%––
Congress Asset Management Co44,487$9.37M0.08%––
Raymond James & Associates43,168$9.09M0.01%––
Manufacturers Life Insurance Company, The40,533$8.54M0.01%––
Polen Capital Management LLC39,962$8.42M0.02%––
Prudential PLC38,775$8.17M0.06%––
Segall Bryant & Hamill, LLC37,497$7.90M0.08%––
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income37,343$7.87M0.91%––
California State Teachers Retirement System36,882$7.77M0.01%––
Ziegler Capital Management, LLC35,688$7.52M0.24%––
Bridgewater Associates, LP35,091$7.39M0.07%––
Amundi Asset Management US, Inc.29,907$6.30M0.00%––
Kennedy Capital Management, Inc.29,394$6.19M0.12%––
AXA S.A.29,200$6.15M0.02%––
UBS Asset Management Americas Inc29,052$6.12M0.00%––
HRT Financial LP27,988$5.89M0.06%––
Thrivent Financial for Lutherans26,009$5.48M0.01%––
Swedbank AB26,000$5.48M0.01%––
Millennium Management LLC25,512$5.37M0.01%––
New York State Teachers Retirement System25,052$5.28M0.01%––
LPL Financial LLC24,330$5.13M0.01%––
Los Angeles Capital Management LLC23,679$4.99M0.02%––
EULAV Asset Management23,000$4.84M0.13%––
Epoch Investment Partners, Inc.22,322$4.70M0.02%––
Holocene Advisors, LP21,941$4.62M0.03%––
Mutual of America Capital Management LLC21,864$4.61M0.05%––
New York State Common Retirement Fund21,700$4.57M0.01%––
MetLife Investment Management21,604$4.55M0.04%––
Credit Suisse AG21,021$4.43M0.00%––
Barclays PLC20,799$4.38M0.00%––
Skandinaviska Enskilda Banken AB (publ)20,400$4.30M0.03%––
Ensign Peak Advisors, Inc19,537$4.12M0.01%––
Hamilton Point Investment Advisors, LLC19,069$4.02M1.16%––