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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
Whittier Trust Co of Nevada Inc2,949$621.0K0.03%––
Teacher Retirement System of Texas2,818$594.0K0.00%––
Aurora Investment Counsel2,815$593.0K0.44%––
Xponance, Inc.2,816$593.0K0.01%––
STRS Ohio2,800$589.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)2,783$586.0K0.00%––
Mountain Capital Investment Advisors, Inc2,621$576.0K0.29%––
Pacer Advisors, Inc.2,729$575.0K0.01%––
AGF Investments LLC2,716$572.0K0.07%––
Panagora Asset Management Inc2,693$567.0K0.00%––
Mercer Global Advisors Inc2,659$560.0K0.01%––
Oppenheimer & Co Inc2,644$557.0K0.01%––
CIBC World Markets Corp2,620$552.0K0.00%––
Twinbeech Capital LP2,449$516.0K0.08%––
Pflug Koory, LLC2,425$511.0K0.28%––
Blueshift Asset Management, LLC2,371$499.0K0.05%––
Securian Asset Management, Inc2,359$497.0K0.01%––
Bank of Nova Scotia2,295$483.0K0.00%––
Profund Advisors LLC2,276$479.0K0.02%––
Trexquant Investment LP2,266$477.0K0.04%––
Janney Capital Management LLC2,162$455.0K0.03%––
Public Employees Retirement System of Ohio2,155$454.0K0.00%––
Magnetar Financial LLC2,146$452.0K0.00%––
Susquehanna International Group, LLP2,124$447.0K0.00%––
Voloridge Investment Management, LLC2,102$443.0K0.00%––
Grantham, Mayo, Van Otterloo & Co. LLC2,002$422.0K0.00%––
Brinker Capital Investments, LLC1,960$413.0K0.01%––
Veritable, L.P.1,945$410.0K0.01%––
Oppenheimer Asset Management Inc.1,938$408.0K0.01%––
Commerce Bank1,930$406.0K0.00%––
Pictet Asset Management Ltd1,900$400.0K0.00%––
Aigen Investment Management, LP1,807$381.0K0.05%––
Intrust Bank NA1,796$379.0K0.05%––
Amica Retiree Medical Trust1,797$379.0K0.26%––
Wellington Management Group LLP1,745$368.0K0.00%––
XTX Topco Ltd1,700$358.0K0.17%––
First Hawaiian Bank1,644$346.0K0.01%––
D. E. Shaw & Co., Inc.1,597$336.0K0.00%––
M Holdings Securities, Inc.1,525$321.0K0.03%––
First Republic Investment Management, Inc.1,508$318.0K0.00%––
Meritage Portfolio Management1,500$316.0K0.02%––
LS Investment Advisors, LLC1,489$314.0K0.02%––
Shelton Capital Management1,466$309.0K0.01%––
Sadoff Investment Management LLC1,460$308.0K0.02%––
Alps Advisors Inc1,458$307.0K0.00%––
Prelude Capital Management, LLC1,436$303.0K0.02%––
HSBC Holdings PLC1,417$299.0K0.00%––
First Citizens Bank & Trust Co1,418$299.0K0.01%––
Verition Fund Management LLC1,414$298.0K0.01%––
Advisor Partners LLC1,369$288.0K0.02%––
Cambridge Investment Research Advisors, Inc.1,338$282.0K0.00%––
Captrust Financial Advisors1,286$271.0K0.00%––
Centiva Capital, LP1,278$269.0K0.04%––
AlphaCrest Capital Management LLC1,262$266.0K0.01%––
Mitsubishi UFJ Trust & Banking Corp1,188$264.0K0.00%––
Allianz Asset Management GmbH1,210$255.0K0.00%––
IMA Wealth, Inc.1,201$253.0K0.06%––
Wolverine Asset Management LLC1,179$248.0K0.00%––
Cim Investment Mangement Inc1,129$238.0K0.07%––
HighTower Advisors, LLC1,129$236.0K0.00%––
Brandywine Oak Private Wealth LLC1,118$235.0K0.03%––
Pearl River Capital, LLC1,094$230.0K0.07%––
Strategic Global Advisors, LLC1,089$229.0K0.04%––
Rice Hall James & Associates, LLC1,078$227.0K0.01%––
Milestone Advisory Partners1,073$226.0K0.12%––
Advisory Services Network, LLC1,025$216.0K0.01%––
Royce & Associates LP1,000$211.0K0.00%––
Obermeyer Wood Investment Counsel, LLLP1,000$211.0K0.01%––
AdvisorNet Financial, Inc995$210.0K0.01%––
SOA Wealth Advisors, LLC.1,000$210.0K0.06%––
CIBC Asset Management Inc960$202.0K0.00%––
GPS Wealth Strategies Group, LLC914$192.0K0.06%––
Agf Investments Inc.744$157.0K0.00%––
Advisors Asset Management, Inc.699$147.3K0.00%––
FourThought Financial, LLC689$145.0K0.02%––
Arlington Partners LLC572$120.0K0.04%––
Ameritas Investment Company, LLC486$102.4K0.01%––
Vestcor Inc397$84.0K0.00%––
Steward Partners Investment Advisory, LLC387$81.5K0.00%––
Point72 Hong Kong Ltd384$81.0K0.01%––
Meeder Asset Management Inc329$69.0K0.00%––
Fifth Third Bancorp253$53.0K0.00%––
Harbour Investments, Inc.207$44.0K0.00%––
Reilly Financial Advisors, LLC200$42.0K0.00%––
RMR Wealth Builders200$42.0K0.01%––
Bessemer Group Inc178$38.0K0.00%––
Harbor Investment Advisory, LLC171$36.0K0.01%––
Assetmark, Inc168$35.0K0.00%––
First Horizon Advisors, Inc.169$35.0K0.00%––
Van Eck Associates Corp149$31.0K0.00%––
Geneos Wealth Management Inc.115$24.0K0.00%––
Parallel Advisors, LLC110$23.0K0.00%––
American Portfolios Advisors108$22.8K0.00%––
Eaton Vance Management104$22.0K0.00%––
IFP Advisors, Inc100$21.0K0.00%––
TCI Wealth Advisors, Inc.97$20.0K0.01%––
Proequities, Inc.89$19.0K0.00%––
Rockefeller Capital Management L.P.72$15.0K0.00%––
Gemmer Asset Management LLC60$13.0K0.00%––
O'Shaughnessy Asset Management, LLC57$12.0K0.00%––