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 |
|---|---|---|---|---|---|
| Wolverine Asset Management LLC | 1 | $0 | 0.00% | −1,178−99.9% | Reduced |
| Brown Brothers Harriman & Co | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 7,072 | $31 | 0.00% | +7,041+22,712.9% | Added |
| Raffa Wealth Management, LLC | 2 | $456 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Versant Capital Management, Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 19 | $4.33K | 0.00% | −89−82.4% | Reduced |
| Global Financial Private Client, LLC | 21 | $4.86K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 24 | $5.00K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $5.00K | 0.00% | +13+162.5% | Added |
| Prestige Wealth Management Group LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 26 | $6.00K | 0.00% | +26 | New |
| Private Capital Group, LLC | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 61 | $13.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 60 | $14.0K | 0.00% | −29−32.6% | Reduced |
| Gemmer Asset Management LLC | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 67 | $15.0K | 0.00% | −5−6.9% | Reduced |
| Geneos Wealth Management Inc. | 100 | $23.0K | 0.00% | −15−13.0% | Reduced |
| IFP Advisors, Inc | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 99 | $23.0K | 0.00% | +2+2.1% | Added |
| Parallel Advisors, LLC | 110 | $25.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 129 | $29.0K | 0.00% | +72+126.3% | Added |
| First Horizon Advisors, Inc. | 160 | $36.0K | 0.00% | −9−5.3% | Reduced |
| Assetmark, Inc | 168 | $38.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 171 | $39.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 178 | $41.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 185 | $42.0K | 0.00% | −22−10.6% | Reduced |
| Fifth Third Bancorp | 203 | $46.0K | 0.00% | −50−19.8% | Reduced |
| Reilly Financial Advisors, LLC | 200 | $46.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 278 | $63.0K | 0.00% | −51−15.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 333 | $76.0K | 0.00% | −54−14.0% | Reduced |
| Van Eck Associates Corp | 335 | $76.0K | 0.00% | +186+124.8% | Added |
| Vestcor Inc | 397 | $91.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 533 | $121.0K | 0.00% | +533 | New |
| Arlington Partners LLC | 660 | $151.0K | 0.05% | +88+15.4% | Added |
| Agf Investments Inc. | 776 | $177.0K | 0.00% | +32+4.3% | Added |
| Canada Pension Plan Investment Board | 802 | $183.0K | 0.00% | +802 | New |
| Henshaw Capital LLC | 885 | $201.9K | 0.01% | +885 | New |
| Cigna Investments Inc | 887 | $203.0K | 0.01% | +887 | New |
| Raymond James Financial Services Advisors, Inc. | 907 | $207.0K | 0.00% | +907 | New |
| HighTower Advisors, LLC | 917 | $212.0K | 0.00% | −212−18.8% | Reduced |
| Arabesque Asset Management Ltd | 947 | $216.0K | 0.09% | −10,570−91.8% | Reduced |
| Advisory Services Network, LLC | 945 | $216.0K | 0.01% | −80−7.8% | Reduced |
| CIBC Asset Management Inc | 960 | $219.0K | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,000 | $228.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,062 | $242.0K | 0.01% | +1,062 | New |
| Rice Hall James & Associates, LLC | 1,078 | $246.0K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,092 | $249.0K | 0.01% | −326−23.0% | Reduced |
| Van Hulzen Asset Management, LLC | 1,097 | $250.0K | 0.04% | +1,097 | New |
| Mitsubishi UFJ Trust & Banking Corp | 1,118 | $255.0K | 0.00% | −70−5.9% | Reduced |
| Cim Investment Mangement Inc | 1,129 | $258.0K | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,190 | $271.0K | 0.02% | +195+19.6% | Added |
| IMA Wealth, Inc. | 1,201 | $274.0K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,261 | $288.0K | 0.00% | +1,261 | New |
| Captrust Financial Advisors | 1,284 | $293.0K | 0.00% | −2−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,299 | $296.0K | 0.00% | −39−2.9% | Reduced |
| FDx Advisors, Inc. | 1,296 | $296.0K | 0.01% | +1,296 | New |
| Robeco Institutional Asset Management B.V. | 1,332 | $304.0K | 0.00% | −63,406−97.9% | Reduced |
| Shelton Capital Management | 1,352 | $308.0K | 0.01% | −114−7.8% | Reduced |
| Ontario Teachers Pension Plan Board | 1,384 | $316.0K | 0.00% | −2,223−61.6% | Reduced |
| HSBC Holdings PLC | 1,442 | $328.0K | 0.00% | +25+1.8% | Added |
| Advisor Partners LLC | 1,442 | $329.0K | 0.02% | +73+5.3% | Added |
| Sadoff Investment Management LLC | 1,460 | $333.0K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,458 | $333.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,500 | $342.0K | 0.01% | +1,500 | New |
| Centiva Capital, LP | 1,554 | $354.0K | 0.03% | +276+21.6% | Added |
| Cubist Systematic Strategies, LLC | 1,579 | $360.0K | 0.00% | −5,635−78.1% | Reduced |
| Intrust Bank NA | 1,581 | $360.0K | 0.05% | −215−12.0% | Reduced |
| Pictet Asset Management Ltd | 1,600 | $365.0K | 0.00% | −300−15.8% | Reduced |
| Eaton Vance Management | 1,621 | $370.0K | 0.00% | +1,517+1,458.7% | Added |
| State of Wyoming | 1,640 | $374.0K | 0.24% | +1,638+81,900.0% | Added |
| First Hawaiian Bank | 1,702 | $388.0K | 0.02% | +58+3.5% | Added |
| Mercer Global Advisors Inc | 1,721 | $393.0K | 0.00% | −938−35.3% | Reduced |
| Wolverine Trading, LLC | 1,753 | $399.0K | 0.01% | +1,753 | New |
| Meritage Portfolio Management | 1,789 | $408.0K | 0.02% | +289+19.3% | Added |
| Amica Retiree Medical Trust | 1,797 | $410.0K | 0.26% | 00.0% | Unchanged |
| Commerce Bank | 1,834 | $419.0K | 0.00% | −96−5.0% | Reduced |
| Winton Group Ltd | 1,882 | $429.0K | 0.02% | +1,882 | New |
| First Republic Investment Management, Inc. | 1,917 | $437.0K | 0.00% | +409+27.1% | Added |
| Veritable, L.P. | 1,943 | $443.0K | 0.01% | −2−0.1% | Reduced |
| Gotham Asset Management, LLC | 1,988 | $454.0K | 0.02% | −2,188−52.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $456.0K | 0.20% | −1,000−33.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,000 | $457.0K | 0.01% | −1,890−48.6% | Reduced |
| American Century Companies Inc | 2,008 | $458.0K | 0.00% | −2,179−52.0% | Reduced |
| Brinker Capital Investments, LLC | 2,014 | $459.0K | 0.01% | +54+2.8% | Added |
| Public Employees Retirement System of Ohio | 2,141 | $488.0K | 0.00% | −14−0.6% | Reduced |
| Janney Capital Management LLC | 2,170 | $495.0K | 0.03% | +8+0.4% | Added |
| Oppenheimer Asset Management Inc. | 2,193 | $500.0K | 0.01% | +255+13.2% | Added |
| Profund Advisors LLC | 2,199 | $503.0K | 0.02% | −77−3.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,221 | $507.0K | 0.00% | −562−20.2% | Reduced |
| Securian Asset Management, Inc | 2,247 | $513.0K | 0.01% | −112−4.7% | Reduced |