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, Q2 2021
Institutional positions in Helen of Troy Ltd as of Jun 30, 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
- 288
- −34 vs. Q1 2021
- Shares held
- 25.1M
- −1.21M (−4.6%) vs. Q1 2021
- Total value
- $5.73B
- +$184.0M (+3.3%) vs. Q1 2021
- New holders
- 19
- 84 more added
- Sold out
- 53
- 134 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 200 | $649.9M |
| Q1 2026 | 188 | $304.9M |
| Q4 2025 | 193 | $476.3M |
| Q3 2025 | 207 | $578.8M |
| Q2 2025 | 211 | $676.7M |
| Q1 2025 | 230 | $1.28B |
| Q4 2024 | 242 | $1.44B |
| Q3 2024 | 245 | $1.49B |
| Q2 2024 | 255 | $2.28B |
| Q1 2024 | 273 | $2.99B |
| Q4 2023 | 262 | $3.20B |
| Q3 2023 | 250 | $3.18B |
| Q2 2023 | 248 | $3.07B |
| Q1 2023 | 249 | $2.68B |
| Q4 2022 | 246 | $2.84B |
| Q3 2022 | 257 | $2.32B |
| Q2 2022 | 297 | $4.06B |
| Q1 2022 | 278 | $4.94B |
| Q4 2021 | 291 | $6.18B |
| Q3 2021 | 281 | $5.75B |
| Q2 2021 | 288 | $5.73B |
| Q1 2021 | 323 | $5.55B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,634,341 | $600.9M | 0.02% | −166,175−5.9% | Reduced |
| Vanguard Group Inc | 2,314,999 | $528.1M | 0.01% | +20,221+0.9% | Added |
| FMR LLC | 2,209,625 | $504.1M | 0.04% | +186,446+9.2% | Added |
| Capital Research Global Investors | 1,765,985 | $402.9M | 0.09% | −45,978−2.5% | Reduced |
| JPMorgan Chase & Co | 1,444,666 | $329.6M | 0.04% | +137,889+10.6% | Added |
| Cooke & Bieler LP | 1,191,235 | $271.7M | 2.51% | +255,561+27.3% | Added |
| Wells Fargo & Company | 1,070,530 | $244.2M | 0.05% | +67,061+6.7% | Added |
| William Blair Investment Management, LLC | 770,358 | $175.7M | 0.55% | −126,168−14.1% | Reduced |
| State Street Corp | 742,170 | $169.3M | 0.01% | −1,118−0.2% | Reduced |
| Capital International Investors | 688,744 | $157.1M | 0.04% | +242,153+54.2% | Added |
| Capital World Investors | 681,000 | $155.3M | 0.03% | +235,500+52.9% | Added |
| Dimensional Fund Advisors LP | 619,206 | $141.3M | 0.04% | −17,347−2.7% | Reduced |
| Fisher Asset Management, LLC | 458,781 | $104.7M | 0.07% | −21,597−4.5% | Reduced |
| Victory Capital Management Inc | 440,465 | $100.5M | 0.10% | +11,321+2.6% | Added |
| Geode Capital Management, LLC | 429,947 | $98.1M | 0.01% | +9,290+2.2% | Added |
| Snyder Capital Management L P | 393,181 | $89.7M | 2.51% | −3,950−1.0% | Reduced |
| Northern Trust Corp | 363,876 | $83.0M | 0.01% | −13,444−3.6% | Reduced |
| Macquarie Group Ltd | 311,600 | $71.1M | 0.06% | +32,687+11.7% | Added |
| Bank of New York Mellon Corp | 305,920 | $69.8M | 0.01% | −16,356−5.1% | Reduced |
| Price T Rowe Associates Inc | 292,046 | $66.6M | 0.01% | −173,088−37.2% | Reduced |
| Charles Schwab Investment Management Inc | 274,410 | $62.6M | 0.02% | +2,393+0.9% | Added |
| Neumeier Poma Investment Counsel LLC | 256,143 | $58.4M | 3.42% | −65,605−20.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 198,562 | $45.3M | 0.29% | −32,242−14.0% | Reduced |
| Loomis Sayles & Co L P | 192,889 | $44.0M | 0.05% | +6,908+3.7% | Added |
| Bank of America Corp | 172,863 | $39.4M | 0.00% | −41,102−19.2% | Reduced |
| Brown Advisory Inc | 168,814 | $38.5M | 0.06% | −2,040−1.2% | Reduced |
| Anchor Capital Advisors LLC | 154,594 | $35.3M | 0.71% | +1,518+1.0% | Added |
| FIL Ltd | 148,487 | $33.9M | 0.04% | +4,295+3.0% | Added |
| Boston Trust Walden Corp | 132,720 | $30.3M | 0.27% | +132,720 | New |
| Goldman Sachs Group Inc | 129,273 | $29.5M | 0.01% | −574,961−81.6% | Reduced |
| Norges Bank | 125,084 | $28.5M | 0.01% | −112,484−47.3% | Reduced |
| Public Employees Retirement Association of Colorado | 122,542 | $28.0M | 0.12% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 117,941 | $26.9M | 0.01% | +6,528+5.9% | Added |
| GW&K Investment Management, LLC | 115,972 | $26.5M | 0.23% | +827+0.7% | Added |
| Cardinal Capital Management LLC | 112,693 | $25.7M | 0.62% | −3,525−3.0% | Reduced |
| Eagle Asset Management Inc | 112,162 | $25.6M | 0.11% | −6,675−5.6% | Reduced |
| Lazard Asset Management LLC | 108,855 | $24.8M | 0.03% | −19,095−14.9% | Reduced |
| Morgan Stanley | 107,173 | $24.4M | 0.00% | +10,397+10.7% | Added |
| Lord, Abbett & Co. LLC | 102,178 | $23.3M | 0.06% | −287,204−73.8% | Reduced |
| Wedge Capital Management L L P | 92,320 | $21.1M | 0.26% | −7,365−7.4% | Reduced |
| Systematic Financial Management LP | 91,901 | $21.0M | 0.63% | +18,434+25.1% | Added |
| Principal Financial Group Inc | 86,981 | $19.8M | 0.01% | −452−0.5% | Reduced |
| British Columbia Investment Management Corp | 81,800 | $18.7M | 0.11% | +2,000+2.5% | Added |
| WCM Investment Management, LLC | 79,497 | $18.1M | 0.05% | +4,699+6.3% | Added |
| Creative Planning | 77,934 | $17.8M | 0.03% | −1,237−1.6% | Reduced |
| Rhumbline Advisers | 71,932 | $16.4M | 0.02% | −1,251−1.7% | Reduced |
| Retirement Systems of Alabama | 71,852 | $16.4M | 0.06% | +100.0% | Added |
| Royal Bank of Canada | 62,805 | $14.3M | 0.00% | −7,050−10.1% | Reduced |
| Alliancebernstein L.P. | 62,397 | $14.2M | 0.01% | −665−1.1% | Reduced |
| Ameriprise Financial Inc | 61,722 | $14.1M | 0.00% | −456−0.7% | Reduced |
| Invesco Ltd. | 61,470 | $14.0M | 0.00% | +6,712+12.3% | Added |
| Glenmede Trust Co NA | 59,631 | $13.6M | 0.07% | −290.0% | Reduced |
| Parametric Portfolio Associates LLC | 59,018 | $13.5M | 0.01% | −5,090−7.9% | Reduced |
| Legal & General Group Plc | 57,117 | $13.0M | 0.00% | −7,755−12.0% | Reduced |
| American International Group, Inc. | 56,834 | $13.0M | 0.05% | −1,338−2.3% | Reduced |
| California Public Employees Retirement System | 56,120 | $12.8M | 0.01% | −1,199−2.1% | Reduced |
| Russell Investments Group, Ltd. | 55,534 | $12.7M | 0.02% | +8,199+17.3% | Added |
| Swiss National Bank | 53,800 | $12.3M | 0.01% | −4,100−7.1% | Reduced |
| Kennedy Capital Management, Inc. | 51,546 | $11.8M | 0.25% | +22,152+75.4% | Added |
| Bridgewater Associates, LP | 50,317 | $11.5M | 0.07% | +15,226+43.4% | Added |
| Redwood Investments, LLC | 48,368 | $11.0M | 0.89% | −23,353−32.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 47,338 | $10.8M | 0.01% | −105,528−69.0% | Reduced |
| James Investment Research Inc | 46,913 | $10.7M | 0.92% | +1,171+2.6% | Added |
| Landscape Capital Management, L.L.C. | 43,314 | $9.88M | 1.21% | +43,314 | New |
| Deutsche Bank AG | 43,194 | $9.85M | 0.00% | −17,234−28.5% | Reduced |
| Polen Capital Management LLC | 42,630 | $9.72M | 0.02% | +2,668+6.7% | Added |
| Manufacturers Life Insurance Company, The | 39,874 | $9.10M | 0.01% | −659−1.6% | Reduced |
| Comerica Bank | 38,338 | $8.80M | 0.05% | −11,037−22.4% | Reduced |
| Voloridge Investment Management, LLC | 37,258 | $8.50M | 0.06% | +35,156+1,672.5% | Added |
| Ziegler Capital Management, LLC | 14,094 | $7.90M | 0.26% | −21,594−60.5% | Reduced |
| California State Teachers Retirement System | 33,707 | $7.69M | 0.01% | −3,175−8.6% | Reduced |
| Raymond James & Associates | 31,885 | $7.27M | 0.01% | −11,283−26.1% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 30,418 | $6.94M | 0.78% | −6,925−18.5% | Reduced |
| Holocene Advisors, LP | 29,691 | $6.77M | 0.04% | +7,750+35.3% | Added |
| UBS Asset Management Americas Inc | 29,149 | $6.65M | 0.00% | +97+0.3% | Added |
| Amundi | 28,297 | $6.46M | 0.00% | +28,297 | New |
| Swedbank AB | 26,000 | $5.93M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 24,378 | $5.56M | 0.01% | +48+0.2% | Added |
| New York State Teachers Retirement System | 23,831 | $5.44M | 0.01% | −1,221−4.9% | Reduced |
| Balyasny Asset Management LLC | 23,680 | $5.40M | 0.03% | +14,325+153.1% | Added |
| Epoch Investment Partners, Inc. | 23,262 | $5.31M | 0.03% | +940+4.2% | Added |
| EULAV Asset Management | 23,000 | $5.25M | 0.14% | 00.0% | Unchanged |
| Millennium Management LLC | 22,772 | $5.20M | 0.01% | −2,740−10.7% | Reduced |
| Mutual of America Capital Management LLC | 21,318 | $4.86M | 0.05% | −546−2.5% | Reduced |
| New York State Common Retirement Fund | 21,222 | $4.84M | 0.01% | −478−2.2% | Reduced |
| MetLife Investment Management | 21,219 | $4.84M | 0.04% | −385−1.8% | Reduced |
| Credit Suisse AG | 20,876 | $4.76M | 0.00% | −145−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 19,537 | $4.46M | 0.01% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 19,435 | $4.43M | 1.20% | +366+1.9% | Added |
| Amalgamated Bank | 19,188 | $4.38M | 0.04% | +15,494+419.4% | Added |
| Argent Capital Management LLC | 18,940 | $4.32M | 0.13% | +223+1.2% | Added |
| Neuberger Berman Group LLC | 18,768 | $4.26M | 0.00% | +239+1.3% | Added |
| Texas Permanent School Fund | 18,221 | $4.16M | 0.05% | −50.0% | Reduced |
| Barclays PLC | 17,117 | $3.90M | 0.00% | −3,682−17.7% | Reduced |
| Marshall Wace North America L.P. | 16,870 | $3.85M | 0.02% | +2,374+16.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 16,357 | $3.73M | 0.01% | +1,247+8.3% | Added |
| Thrivent Financial for Lutherans | 16,188 | $3.69M | 0.01% | −9,821−37.8% | Reduced |
| State of New Jersey Common Pension Fund D | 14,961 | $3.41M | 0.01% | −1,780−10.6% | Reduced |
| RMB Capital Management, LLC | 14,142 | $3.23M | 0.11% | +8,900+169.8% | Added |
| State of Tennessee, Treasury Department | 13,734 | $3.13M | 0.01% | 00.0% | Unchanged |