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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
Aviva PLC11,281$2.38M0.01%––
Arabesque Asset Management Ltd11,517$2.43M1.07%––
Natixis11,800$2.49M0.01%––
Man Group plc11,883$2.50M0.01%––
Amica Mutual Insurance Co12,042$2.54M0.29%––
Capital International Inc13,436$2.83M0.03%––
Baird Financial Group, Inc.13,582$2.86M0.01%––
AQR Capital Management LLC13,638$2.87M0.00%––
State of Tennessee, Treasury Department13,734$2.89M0.01%––
NFJ Investment Group, LLC14,392$3.03M0.06%––
Marshall Wace North America L.P.14,496$3.05M0.01%––
Envestnet Asset Management Inc14,496$3.05M0.00%––
Algert Global LLC14,734$3.10M0.99%––
Chevy Chase Trust Holdings, Inc.15,110$3.18M0.01%––
First Trust Advisors LP15,364$3.24M0.00%––
Two Sigma Investments, LP16,174$3.41M0.01%––
UBS Group AG16,356$3.45M0.00%––
Citadel Advisors LLC16,604$3.50M0.00%––
State of New Jersey Common Pension Fund D16,741$3.53M0.01%––
Texas Permanent School Fund18,226$3.84M0.05%––
Neuberger Berman Group LLC18,529$3.89M0.00%––
Argent Capital Management LLC18,717$3.94M0.13%––
Knights of Columbus Asset Advisors LLC18,906$3.98M0.39%––
Hamilton Point Investment Advisors, LLC19,069$4.02M1.16%––
Ensign Peak Advisors, Inc19,537$4.12M0.01%––
Skandinaviska Enskilda Banken AB (publ)20,400$4.30M0.03%––
Barclays PLC20,799$4.38M0.00%––
Credit Suisse AG21,021$4.43M0.00%––
MetLife Investment Management21,604$4.55M0.04%––
New York State Common Retirement Fund21,700$4.57M0.01%––
Mutual of America Capital Management LLC21,864$4.61M0.05%––
Holocene Advisors, LP21,941$4.62M0.03%––
Epoch Investment Partners, Inc.22,322$4.70M0.02%––
EULAV Asset Management23,000$4.84M0.13%––
Los Angeles Capital Management LLC23,679$4.99M0.02%––
LPL Financial LLC24,330$5.13M0.01%––
New York State Teachers Retirement System25,052$5.28M0.01%––
Millennium Management LLC25,512$5.37M0.01%––
Swedbank AB26,000$5.48M0.01%––
Thrivent Financial for Lutherans26,009$5.48M0.01%––
HRT Financial LP27,988$5.89M0.06%––
UBS Asset Management Americas Inc29,052$6.12M0.00%––
AXA S.A.29,200$6.15M0.02%––
Kennedy Capital Management, Inc.29,394$6.19M0.12%––
Amundi Asset Management US, Inc.29,907$6.30M0.00%––
Bridgewater Associates, LP35,091$7.39M0.07%––
Ziegler Capital Management, LLC35,688$7.52M0.24%––
California State Teachers Retirement System36,882$7.77M0.01%––
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income37,343$7.87M0.91%––
Segall Bryant & Hamill, LLC37,497$7.90M0.08%––
Prudential PLC38,775$8.17M0.06%––
Polen Capital Management LLC39,962$8.42M0.02%––
Manufacturers Life Insurance Company, The40,533$8.54M0.01%––
Raymond James & Associates43,168$9.09M0.01%––
Congress Asset Management Co44,487$9.37M0.08%––
James Investment Research Inc45,742$9.64M0.88%––
Caas Capital Management LP47,191$9.94M0.30%––
Russell Investments Group, Ltd.47,335$9.97M0.02%––
Comerica Bank49,375$11.2M0.07%––
Invesco Ltd.54,758$11.5M0.00%––
California Public Employees Retirement System57,319$12.1M0.01%––
Swiss National Bank57,900$12.2M0.01%––
American International Group, Inc.58,172$12.3M0.05%––
Glenmede Trust Co NA59,660$12.6M0.07%––
Deutsche Bank AG60,428$12.7M0.01%––
Ameriprise Financial Inc62,178$13.1M0.00%––
Alliancebernstein L.P.63,062$13.3M0.01%––
Voya Investment Management LLC63,349$13.3M0.03%––
Hillcrest Asset Management LLC63,435$13.4M1.56%––
Parametric Portfolio Associates LLC64,108$13.5M0.01%––
Robeco Institutional Asset Management B.V.64,738$13.6M0.03%––
Legal & General Group Plc64,872$13.7M0.01%––
Royal Bank of Canada69,855$14.7M0.00%––
Redwood Investments, LLC71,721$15.1M1.33%––
Retirement Systems of Alabama71,842$15.1M0.06%––
Rhumbline Advisers73,183$15.4M0.02%––
Systematic Financial Management LP73,467$15.5M0.57%––
WCM Investment Management, LLC74,798$15.8M0.04%––
Creative Planning79,171$16.7M0.03%––
British Columbia Investment Management Corp79,800$16.8M0.12%––
Principal Financial Group Inc87,433$18.4M0.01%––
Clark Capital Management Group, Inc.90,590$19.1M0.29%––
Morgan Stanley96,776$20.4M0.00%––
Wedge Capital Management L L P99,685$21.0M0.25%––
Nuveen Asset Management, LLC111,413$23.5M0.01%––
GW&K Investment Management, LLC115,145$24.3M0.22%––
Cardinal Capital Management LLC116,218$24.5M0.59%––
Eagle Asset Management Inc118,837$25.3M0.11%––
Public Employees Retirement Association of Colorado122,542$25.8M0.12%––
Lazard Asset Management LLC127,950$27.0M0.03%––
Standard Life Aberdeen plc129,070$27.2M0.06%––
FIL Ltd144,192$30.4M0.03%––
Arrowstreet Capital, Limited Partnership152,866$32.2M0.04%––
Anchor Capital Advisors LLC153,076$32.2M0.68%––
Brown Advisory Inc170,854$36.0M0.06%––
Loomis Sayles & Co L P185,981$39.2M0.05%––
Bank of America Corp213,965$45.1M0.01%––
Fuller & Thaler Asset Management, Inc.230,804$48.6M0.34%––
Norges Bank237,568$50.0M0.01%––
Charles Schwab Investment Management Inc272,017$57.3M0.02%––