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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
Knights of Columbus Asset Advisors LLC18,906$3.98M0.39%––
Argent Capital Management LLC18,717$3.94M0.13%––
Neuberger Berman Group LLC18,529$3.89M0.00%––
Texas Permanent School Fund18,226$3.84M0.05%––
State of New Jersey Common Pension Fund D16,741$3.53M0.01%––
Citadel Advisors LLC16,604$3.50M0.00%––
UBS Group AG16,356$3.45M0.00%––
Two Sigma Investments, LP16,174$3.41M0.01%––
First Trust Advisors LP15,364$3.24M0.00%––
Chevy Chase Trust Holdings, Inc.15,110$3.18M0.01%––
Algert Global LLC14,734$3.10M0.99%––
Marshall Wace North America L.P.14,496$3.05M0.01%––
Envestnet Asset Management Inc14,496$3.05M0.00%––
NFJ Investment Group, LLC14,392$3.03M0.06%––
State of Tennessee, Treasury Department13,734$2.89M0.01%––
AQR Capital Management LLC13,638$2.87M0.00%––
Baird Financial Group, Inc.13,582$2.86M0.01%––
Capital International Inc13,436$2.83M0.03%––
Amica Mutual Insurance Co12,042$2.54M0.29%––
Man Group plc11,883$2.50M0.01%––
Natixis11,800$2.49M0.01%––
Arabesque Asset Management Ltd11,517$2.43M1.07%––
Aviva PLC11,281$2.38M0.01%––
Tudor Investment Corp Et Al11,125$2.34M0.05%––
SEI Investments Co10,770$2.29M0.01%––
Hancock Whitney Corp10,834$2.28M0.08%––
Metropolitan Life Insurance Co10,563$2.23M0.03%––
Azzad Asset Management Inc10,289$2.17M0.36%––
Deroy & Devereaux Private Investment Counsel Inc10,015$2.11M0.17%––
Balyasny Asset Management LLC9,355$1.97M0.01%––
Oarsman Capital, Inc.9,198$1.94M0.84%––
CWM, LLC8,484$1.94M0.02%––
Foundry Partners, LLC9,128$1.92M0.06%––
State of Michigan Retirement System9,083$1.91M0.01%––
Sit Investment Associates Inc8,680$1.83M0.05%––
Ameritas Investment Partners, Inc.8,678$1.83M0.07%––
ProShare Advisors LLC8,482$1.79M0.01%––
Federated Hermes, Inc.8,459$1.78M0.00%––
Oregon Public Employees Retirement Fund8,418$1.77M0.02%––
State Board of Administration of Florida Retirement System8,333$1.75M0.00%––
Jane Street Group, LLC8,256$1.74M0.00%––
Duality Advisers, LP8,152$1.72M0.15%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys8,139$1.72M0.02%––
Citigroup Inc7,694$1.62M0.00%––
Origin Asset Management LLP7,409$1.56M0.16%––
Arizona State Retirement System7,380$1.55M0.01%––
US Bancorp7,241$1.53M0.00%––
Cubist Systematic Strategies, LLC7,214$1.52M0.02%––
Athanor Capital, LP7,180$1.51M0.06%––
Whittier Trust Co6,978$1.47M0.03%––
NN Investment Partners Holdings N.V.6,800$1.43M0.01%––
SG Americas Securities, LLC6,707$1.41M0.01%––
Nisa Investment Advisors, LLC6,620$1.40M0.01%––
M&T Bank Corp6,542$1.38M0.01%––
Louisiana State Employees Retirement System6,300$1.33M0.03%––
BNP Paribas Arbitrage, SA6,105$1.29M0.00%––
Stifel Financial Corp5,831$1.23M0.00%––
Tower Research Capital LLC (TRC)5,569$1.17M0.02%––
Keybank National Association5,424$1.14M0.01%––
Ergoteles LLC5,360$1.13M0.04%––
Virginia Retirement Systems Et Al5,300$1.12M0.01%––
RMB Capital Management, LLC5,242$1.10M0.04%––
Pier 88 Investment Partners LLC5,185$1.09M0.37%––
Zebra Capital Management LLC5,148$1.08M1.19%––
Dynamic Technology Lab Private Ltd5,128$1.08M0.12%––
Summit Global Investments5,028$1.06M0.07%––
Prudential Financial Inc4,976$1.05M0.00%––
Guggenheim Capital LLC4,772$1.00M0.01%––
Duncker Streett & Co Inc4,680$986.0K0.19%––
Martingale Asset Management L P4,609$972.0K0.01%––
Advisor Group Holdings, Inc.4,492$955.0K0.00%––
Renaissance Group LLC4,465$941.0K0.04%––
Janney Montgomery Scott LLC4,464$940.0K0.00%––
New Mexico Educational Retirement Board4,400$927.0K0.04%––
Burney Co4,397$926.0K0.05%––
American Century Companies Inc4,187$882.0K0.00%––
Gotham Asset Management, LLC4,176$880.0K0.04%––
Handelsbanken Fonder AB4,151$874.0K0.00%––
Blair William & Co4,087$861.0K0.00%––
Schonfeld Strategic Advisors LLC3,890$820.0K0.01%––
Bank of Montreal3,760$814.0K0.00%––
The PNC Financial Services Group, Inc.3,829$807.0K0.00%––
HGK Asset Management Inc3,823$805.0K0.27%––
State of Alaska, Department of Revenue3,823$805.0K0.01%––
Fort, L.P.3,804$801.0K0.22%––
ExodusPoint Capital Management, LP3,727$785.0K0.02%––
Amalgamated Bank3,694$778.0K0.03%––
Teachers Retirement System of the State of Kentucky3,640$767.0K0.01%––
Ontario Teachers Pension Plan Board3,607$760.0K0.01%––
Cubic Asset Management, LLC3,558$749.0K0.20%––
Smith, Salley & Associates3,556$749.0K0.07%––
Sciencast Management LP3,395$744.0K0.15%––
Beck Mack & Oliver LLC3,500$737.0K0.02%––
DuPont Capital Management Corp3,412$719.0K0.02%––
Crossmark Global Holdings, Inc.3,333$702.0K0.02%––
Paloma Partners Management Co3,325$700.0K0.02%––
Illinois Municipal Retirement Fund3,315$698.0K0.03%––
Pinnacle Associates Ltd3,195$673.0K0.01%––
Engineers Gate Manager LP3,051$643.0K0.03%––
Mitsubishi UFJ Asset Management (UK) Ltd.3,000$632.0K0.28%––