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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
Magnetar Financial LLC2,146$452.0K0.00%––
Public Employees Retirement System of Ohio2,155$454.0K0.00%––
Janney Capital Management LLC2,162$455.0K0.03%––
Trexquant Investment LP2,266$477.0K0.04%––
Profund Advisors LLC2,276$479.0K0.02%––
Bank of Nova Scotia2,295$483.0K0.00%––
Securian Asset Management, Inc2,359$497.0K0.01%––
Blueshift Asset Management, LLC2,371$499.0K0.05%––
Pflug Koory, LLC2,425$511.0K0.28%––
Twinbeech Capital LP2,449$516.0K0.08%––
CIBC World Markets Corp2,620$552.0K0.00%––
Oppenheimer & Co Inc2,644$557.0K0.01%––
Mercer Global Advisors Inc2,659$560.0K0.01%––
Panagora Asset Management Inc2,693$567.0K0.00%––
AGF Investments LLC2,716$572.0K0.07%––
Pacer Advisors, Inc.2,729$575.0K0.01%––
Mountain Capital Investment Advisors, Inc2,621$576.0K0.29%––
Zurcher Kantonalbank (Zurich Cantonalbank)2,783$586.0K0.00%––
STRS Ohio2,800$589.0K0.00%––
Aurora Investment Counsel2,815$593.0K0.44%––
Xponance, Inc.2,816$593.0K0.01%––
Teacher Retirement System of Texas2,818$594.0K0.00%––
Whittier Trust Co of Nevada Inc2,949$621.0K0.03%––
Mitsubishi UFJ Asset Management (UK) Ltd.3,000$632.0K0.28%––
Engineers Gate Manager LP3,051$643.0K0.03%––
Pinnacle Associates Ltd3,195$673.0K0.01%––
Illinois Municipal Retirement Fund3,315$698.0K0.03%––
Paloma Partners Management Co3,325$700.0K0.02%––
Crossmark Global Holdings, Inc.3,333$702.0K0.02%––
DuPont Capital Management Corp3,412$719.0K0.02%––
Beck Mack & Oliver LLC3,500$737.0K0.02%––
Sciencast Management LP3,395$744.0K0.15%––
Cubic Asset Management, LLC3,558$749.0K0.20%––
Smith, Salley & Associates3,556$749.0K0.07%––
Ontario Teachers Pension Plan Board3,607$760.0K0.01%––
Teachers Retirement System of the State of Kentucky3,640$767.0K0.01%––
Amalgamated Bank3,694$778.0K0.03%––
ExodusPoint Capital Management, LP3,727$785.0K0.02%––
Fort, L.P.3,804$801.0K0.22%––
HGK Asset Management Inc3,823$805.0K0.27%––
State of Alaska, Department of Revenue3,823$805.0K0.01%––
The PNC Financial Services Group, Inc.3,829$807.0K0.00%––
Bank of Montreal3,760$814.0K0.00%––
Schonfeld Strategic Advisors LLC3,890$820.0K0.01%––
Blair William & Co4,087$861.0K0.00%––
Handelsbanken Fonder AB4,151$874.0K0.00%––
Gotham Asset Management, LLC4,176$880.0K0.04%––
American Century Companies Inc4,187$882.0K0.00%––
Burney Co4,397$926.0K0.05%––
New Mexico Educational Retirement Board4,400$927.0K0.04%––
Janney Montgomery Scott LLC4,464$940.0K0.00%––
Renaissance Group LLC4,465$941.0K0.04%––
Advisor Group Holdings, Inc.4,492$955.0K0.00%––
Martingale Asset Management L P4,609$972.0K0.01%––
Duncker Streett & Co Inc4,680$986.0K0.19%––
Guggenheim Capital LLC4,772$1.00M0.01%––
Prudential Financial Inc4,976$1.05M0.00%––
Summit Global Investments5,028$1.06M0.07%––
Dynamic Technology Lab Private Ltd5,128$1.08M0.12%––
Zebra Capital Management LLC5,148$1.08M1.19%––
Pier 88 Investment Partners LLC5,185$1.09M0.37%––
RMB Capital Management, LLC5,242$1.10M0.04%––
Virginia Retirement Systems Et Al5,300$1.12M0.01%––
Ergoteles LLC5,360$1.13M0.04%––
Keybank National Association5,424$1.14M0.01%––
Tower Research Capital LLC (TRC)5,569$1.17M0.02%––
Stifel Financial Corp5,831$1.23M0.00%––
BNP Paribas Arbitrage, SA6,105$1.29M0.00%––
Louisiana State Employees Retirement System6,300$1.33M0.03%––
M&T Bank Corp6,542$1.38M0.01%––
Nisa Investment Advisors, LLC6,620$1.40M0.01%––
SG Americas Securities, LLC6,707$1.41M0.01%––
NN Investment Partners Holdings N.V.6,800$1.43M0.01%––
Whittier Trust Co6,978$1.47M0.03%––
Athanor Capital, LP7,180$1.51M0.06%––
Cubist Systematic Strategies, LLC7,214$1.52M0.02%––
US Bancorp7,241$1.53M0.00%––
Arizona State Retirement System7,380$1.55M0.01%––
Origin Asset Management LLP7,409$1.56M0.16%––
Citigroup Inc7,694$1.62M0.00%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys8,139$1.72M0.02%––
Duality Advisers, LP8,152$1.72M0.15%––
Jane Street Group, LLC8,256$1.74M0.00%––
State Board of Administration of Florida Retirement System8,333$1.75M0.00%––
Oregon Public Employees Retirement Fund8,418$1.77M0.02%––
Federated Hermes, Inc.8,459$1.78M0.00%––
ProShare Advisors LLC8,482$1.79M0.01%––
Ameritas Investment Partners, Inc.8,678$1.83M0.07%––
Sit Investment Associates Inc8,680$1.83M0.05%––
State of Michigan Retirement System9,083$1.91M0.01%––
Foundry Partners, LLC9,128$1.92M0.06%––
CWM, LLC8,484$1.94M0.02%––
Oarsman Capital, Inc.9,198$1.94M0.84%––
Balyasny Asset Management LLC9,355$1.97M0.01%––
Deroy & Devereaux Private Investment Counsel Inc10,015$2.11M0.17%––
Azzad Asset Management Inc10,289$2.17M0.36%––
Metropolitan Life Insurance Co10,563$2.23M0.03%––
Hancock Whitney Corp10,834$2.28M0.08%––
SEI Investments Co10,770$2.29M0.01%––
Tudor Investment Corp Et Al11,125$2.34M0.05%––