Skip to main content

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
Brown Brothers Harriman & Co2$00.00%––
Carroll Financial Associates, Inc.1$00.00%––
State of Wyoming2$00.00%––
Raffa Wealth Management, LLC2$4210.00%––
Capital Analysts, LLC4$1.00K0.00%––
Allred Capital Management, LLC7$1.48K0.00%––
Massmutual Trust Co FSB8$2.00K0.00%––
Versant Capital Management, Inc9$2.00K0.00%––
Evoke Wealth, LLC11$2.00K0.00%––
Jones Financial Companies LLLP12$3.00K0.00%––
Creative Financial Designs Inc16$3.00K0.00%––
Sandy Spring Bank16$3.00K0.00%––
Aua Capital Management, LLC12$3.00K0.00%––
Canton Hathaway, LLC16$3.00K0.00%––
Savior LLC19$4.00K0.00%––
Global Financial Private Client, LLC21$4.47K0.00%––
Fieldpoint Private Securities, LLC25$5.00K0.00%––
Solstein Capital, LLC24$5.00K0.01%––
Prestige Wealth Management Group LLC28$6.00K0.00%––
Kelly Financial Services LLC31$6.53K0.00%––
Smithfield Trust Co45$9.00K0.00%––
Private Capital Group, LLC41$9.00K0.00%––
O'Shaughnessy Asset Management, LLC57$12.0K0.00%––
Westside Investment Management, Inc.61$12.0K0.00%––
Gemmer Asset Management LLC60$13.0K0.00%––
Rockefeller Capital Management L.P.72$15.0K0.00%––
Proequities, Inc.89$19.0K0.00%––
TCI Wealth Advisors, Inc.97$20.0K0.01%––
IFP Advisors, Inc100$21.0K0.00%––
Eaton Vance Management104$22.0K0.00%––
American Portfolios Advisors108$22.8K0.00%––
Parallel Advisors, LLC110$23.0K0.00%––
Geneos Wealth Management Inc.115$24.0K0.00%––
Van Eck Associates Corp149$31.0K0.00%––
Assetmark, Inc168$35.0K0.00%––
First Horizon Advisors, Inc.169$35.0K0.00%––
Harbor Investment Advisory, LLC171$36.0K0.01%––
Bessemer Group Inc178$38.0K0.00%––
Reilly Financial Advisors, LLC200$42.0K0.00%––
RMR Wealth Builders200$42.0K0.01%––
Harbour Investments, Inc.207$44.0K0.00%––
Fifth Third Bancorp253$53.0K0.00%––
Meeder Asset Management Inc329$69.0K0.00%––
Point72 Hong Kong Ltd384$81.0K0.01%––
Steward Partners Investment Advisory, LLC387$81.5K0.00%––
Vestcor Inc397$84.0K0.00%––
Ameritas Investment Company, LLC486$102.4K0.01%––
Arlington Partners LLC572$120.0K0.04%––
FourThought Financial, LLC689$145.0K0.02%––
Advisors Asset Management, Inc.699$147.3K0.00%––
Agf Investments Inc.744$157.0K0.00%––
GPS Wealth Strategies Group, LLC914$192.0K0.06%––
CIBC Asset Management Inc960$202.0K0.00%––
AdvisorNet Financial, Inc995$210.0K0.01%––
SOA Wealth Advisors, LLC.1,000$210.0K0.06%––
Royce & Associates LP1,000$211.0K0.00%––
Obermeyer Wood Investment Counsel, LLLP1,000$211.0K0.01%––
Advisory Services Network, LLC1,025$216.0K0.01%––
Milestone Advisory Partners1,073$226.0K0.12%––
Rice Hall James & Associates, LLC1,078$227.0K0.01%––
Strategic Global Advisors, LLC1,089$229.0K0.04%––
Pearl River Capital, LLC1,094$230.0K0.07%––
Brandywine Oak Private Wealth LLC1,118$235.0K0.03%––
HighTower Advisors, LLC1,129$236.0K0.00%––
Cim Investment Mangement Inc1,129$238.0K0.07%––
Wolverine Asset Management LLC1,179$248.0K0.00%––
IMA Wealth, Inc.1,201$253.0K0.06%––
Allianz Asset Management GmbH1,210$255.0K0.00%––
Mitsubishi UFJ Trust & Banking Corp1,188$264.0K0.00%––
AlphaCrest Capital Management LLC1,262$266.0K0.01%––
Centiva Capital, LP1,278$269.0K0.04%––
Captrust Financial Advisors1,286$271.0K0.00%––
Cambridge Investment Research Advisors, Inc.1,338$282.0K0.00%––
Advisor Partners LLC1,369$288.0K0.02%––
Verition Fund Management LLC1,414$298.0K0.01%––
HSBC Holdings PLC1,417$299.0K0.00%––
First Citizens Bank & Trust Co1,418$299.0K0.01%––
Prelude Capital Management, LLC1,436$303.0K0.02%––
Alps Advisors Inc1,458$307.0K0.00%––
Sadoff Investment Management LLC1,460$308.0K0.02%––
Shelton Capital Management1,466$309.0K0.01%––
LS Investment Advisors, LLC1,489$314.0K0.02%––
Meritage Portfolio Management1,500$316.0K0.02%––
First Republic Investment Management, Inc.1,508$318.0K0.00%––
M Holdings Securities, Inc.1,525$321.0K0.03%––
D. E. Shaw & Co., Inc.1,597$336.0K0.00%––
First Hawaiian Bank1,644$346.0K0.01%––
XTX Topco Ltd1,700$358.0K0.17%––
Wellington Management Group LLP1,745$368.0K0.00%––
Intrust Bank NA1,796$379.0K0.05%––
Amica Retiree Medical Trust1,797$379.0K0.26%––
Aigen Investment Management, LP1,807$381.0K0.05%––
Pictet Asset Management Ltd1,900$400.0K0.00%––
Commerce Bank1,930$406.0K0.00%––
Oppenheimer Asset Management Inc.1,938$408.0K0.01%––
Veritable, L.P.1,945$410.0K0.01%––
Brinker Capital Investments, LLC1,960$413.0K0.01%––
Grantham, Mayo, Van Otterloo & Co. LLC2,002$422.0K0.00%––
Voloridge Investment Management, LLC2,102$443.0K0.00%––
Susquehanna International Group, LLP2,124$447.0K0.00%––