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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 19,537 | $4.46M | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 20,876 | $4.76M | 0.00% | −145−0.7% | Reduced |
| MetLife Investment Management | 21,219 | $4.84M | 0.04% | −385−1.8% | Reduced |
| New York State Common Retirement Fund | 21,222 | $4.84M | 0.01% | −478−2.2% | Reduced |
| Mutual of America Capital Management LLC | 21,318 | $4.86M | 0.05% | −546−2.5% | Reduced |
| Millennium Management LLC | 22,772 | $5.20M | 0.01% | −2,740−10.7% | Reduced |
| EULAV Asset Management | 23,000 | $5.25M | 0.14% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 23,262 | $5.31M | 0.03% | +940+4.2% | Added |
| Balyasny Asset Management LLC | 23,680 | $5.40M | 0.03% | +14,325+153.1% | Added |
| New York State Teachers Retirement System | 23,831 | $5.44M | 0.01% | −1,221−4.9% | Reduced |
| LPL Financial LLC | 24,378 | $5.56M | 0.01% | +48+0.2% | Added |
| Swedbank AB | 26,000 | $5.93M | 0.01% | 00.0% | Unchanged |
| Amundi | 28,297 | $6.46M | 0.00% | +28,297 | New |
| UBS Asset Management Americas Inc | 29,149 | $6.65M | 0.00% | +97+0.3% | Added |
| Holocene Advisors, LP | 29,691 | $6.77M | 0.04% | +7,750+35.3% | Added |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 30,418 | $6.94M | 0.78% | −6,925−18.5% | Reduced |
| Raymond James & Associates | 31,885 | $7.27M | 0.01% | −11,283−26.1% | Reduced |
| California State Teachers Retirement System | 33,707 | $7.69M | 0.01% | −3,175−8.6% | Reduced |
| Ziegler Capital Management, LLC | 14,094 | $7.90M | 0.26% | −21,594−60.5% | Reduced |
| Voloridge Investment Management, LLC | 37,258 | $8.50M | 0.06% | +35,156+1,672.5% | Added |
| Comerica Bank | 38,338 | $8.80M | 0.05% | −11,037−22.4% | Reduced |
| Manufacturers Life Insurance Company, The | 39,874 | $9.10M | 0.01% | −659−1.6% | Reduced |
| Polen Capital Management LLC | 42,630 | $9.72M | 0.02% | +2,668+6.7% | Added |
| Deutsche Bank AG | 43,194 | $9.85M | 0.00% | −17,234−28.5% | Reduced |
| Landscape Capital Management, L.L.C. | 43,314 | $9.88M | 1.21% | +43,314 | New |
| James Investment Research Inc | 46,913 | $10.7M | 0.92% | +1,171+2.6% | Added |
| Arrowstreet Capital, Limited Partnership | 47,338 | $10.8M | 0.01% | −105,528−69.0% | Reduced |
| Redwood Investments, LLC | 48,368 | $11.0M | 0.89% | −23,353−32.6% | Reduced |
| Bridgewater Associates, LP | 50,317 | $11.5M | 0.07% | +15,226+43.4% | Added |
| Kennedy Capital Management, Inc. | 51,546 | $11.8M | 0.25% | +22,152+75.4% | Added |
| Swiss National Bank | 53,800 | $12.3M | 0.01% | −4,100−7.1% | Reduced |
| Russell Investments Group, Ltd. | 55,534 | $12.7M | 0.02% | +8,199+17.3% | Added |
| California Public Employees Retirement System | 56,120 | $12.8M | 0.01% | −1,199−2.1% | Reduced |
| American International Group, Inc. | 56,834 | $13.0M | 0.05% | −1,338−2.3% | Reduced |
| Legal & General Group Plc | 57,117 | $13.0M | 0.00% | −7,755−12.0% | Reduced |
| Parametric Portfolio Associates LLC | 59,018 | $13.5M | 0.01% | −5,090−7.9% | Reduced |
| Glenmede Trust Co NA | 59,631 | $13.6M | 0.07% | −290.0% | Reduced |
| Invesco Ltd. | 61,470 | $14.0M | 0.00% | +6,712+12.3% | Added |
| Ameriprise Financial Inc | 61,722 | $14.1M | 0.00% | −456−0.7% | Reduced |
| Alliancebernstein L.P. | 62,397 | $14.2M | 0.01% | −665−1.1% | Reduced |
| Royal Bank of Canada | 62,805 | $14.3M | 0.00% | −7,050−10.1% | Reduced |
| Retirement Systems of Alabama | 71,852 | $16.4M | 0.06% | +100.0% | Added |
| Rhumbline Advisers | 71,932 | $16.4M | 0.02% | −1,251−1.7% | Reduced |
| Creative Planning | 77,934 | $17.8M | 0.03% | −1,237−1.6% | Reduced |
| WCM Investment Management, LLC | 79,497 | $18.1M | 0.05% | +4,699+6.3% | Added |
| British Columbia Investment Management Corp | 81,800 | $18.7M | 0.11% | +2,000+2.5% | Added |
| Principal Financial Group Inc | 86,981 | $19.8M | 0.01% | −452−0.5% | Reduced |
| Systematic Financial Management LP | 91,901 | $21.0M | 0.63% | +18,434+25.1% | Added |
| Wedge Capital Management L L P | 92,320 | $21.1M | 0.26% | −7,365−7.4% | Reduced |
| Lord, Abbett & Co. LLC | 102,178 | $23.3M | 0.06% | −287,204−73.8% | Reduced |
| Morgan Stanley | 107,173 | $24.4M | 0.00% | +10,397+10.7% | Added |
| Lazard Asset Management LLC | 108,855 | $24.8M | 0.03% | −19,095−14.9% | Reduced |
| Eagle Asset Management Inc | 112,162 | $25.6M | 0.11% | −6,675−5.6% | Reduced |
| Cardinal Capital Management LLC | 112,693 | $25.7M | 0.62% | −3,525−3.0% | Reduced |
| GW&K Investment Management, LLC | 115,972 | $26.5M | 0.23% | +827+0.7% | Added |
| Nuveen Asset Management, LLC | 117,941 | $26.9M | 0.01% | +6,528+5.9% | Added |
| Public Employees Retirement Association of Colorado | 122,542 | $28.0M | 0.12% | 00.0% | Unchanged |
| Norges Bank | 125,084 | $28.5M | 0.01% | −112,484−47.3% | Reduced |
| Goldman Sachs Group Inc | 129,273 | $29.5M | 0.01% | −574,961−81.6% | Reduced |
| Boston Trust Walden Corp | 132,720 | $30.3M | 0.27% | +132,720 | New |
| FIL Ltd | 148,487 | $33.9M | 0.04% | +4,295+3.0% | Added |
| Anchor Capital Advisors LLC | 154,594 | $35.3M | 0.71% | +1,518+1.0% | Added |
| Brown Advisory Inc | 168,814 | $38.5M | 0.06% | −2,040−1.2% | Reduced |
| Bank of America Corp | 172,863 | $39.4M | 0.00% | −41,102−19.2% | Reduced |
| Loomis Sayles & Co L P | 192,889 | $44.0M | 0.05% | +6,908+3.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 198,562 | $45.3M | 0.29% | −32,242−14.0% | Reduced |
| Neumeier Poma Investment Counsel LLC | 256,143 | $58.4M | 3.42% | −65,605−20.4% | Reduced |
| Charles Schwab Investment Management Inc | 274,410 | $62.6M | 0.02% | +2,393+0.9% | Added |
| Price T Rowe Associates Inc | 292,046 | $66.6M | 0.01% | −173,088−37.2% | Reduced |
| Bank of New York Mellon Corp | 305,920 | $69.8M | 0.01% | −16,356−5.1% | Reduced |
| Macquarie Group Ltd | 311,600 | $71.1M | 0.06% | +32,687+11.7% | Added |
| Northern Trust Corp | 363,876 | $83.0M | 0.01% | −13,444−3.6% | Reduced |
| Snyder Capital Management L P | 393,181 | $89.7M | 2.51% | −3,950−1.0% | Reduced |
| Geode Capital Management, LLC | 429,947 | $98.1M | 0.01% | +9,290+2.2% | Added |
| Victory Capital Management Inc | 440,465 | $100.5M | 0.10% | +11,321+2.6% | Added |
| Fisher Asset Management, LLC | 458,781 | $104.7M | 0.07% | −21,597−4.5% | Reduced |
| Dimensional Fund Advisors LP | 619,206 | $141.3M | 0.04% | −17,347−2.7% | Reduced |
| Capital World Investors | 681,000 | $155.3M | 0.03% | +235,500+52.9% | Added |
| Capital International Investors | 688,744 | $157.1M | 0.04% | +242,153+54.2% | Added |
| State Street Corp | 742,170 | $169.3M | 0.01% | −1,118−0.2% | Reduced |
| William Blair Investment Management, LLC | 770,358 | $175.7M | 0.55% | −126,168−14.1% | Reduced |
| Wells Fargo & Company | 1,070,530 | $244.2M | 0.05% | +67,061+6.7% | Added |
| Cooke & Bieler LP | 1,191,235 | $271.7M | 2.51% | +255,561+27.3% | Added |
| JPMorgan Chase & Co | 1,444,666 | $329.6M | 0.04% | +137,889+10.6% | Added |
| Capital Research Global Investors | 1,765,985 | $402.9M | 0.09% | −45,978−2.5% | Reduced |
| FMR LLC | 2,209,625 | $504.1M | 0.04% | +186,446+9.2% | Added |
| Vanguard Group Inc | 2,314,999 | $528.1M | 0.01% | +20,221+0.9% | Added |
| BlackRock Inc. | 2,634,341 | $600.9M | 0.02% | −166,175−5.9% | Reduced |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −129,070−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −90,590−100.0% | Sold out |
| Hillcrest Asset Management LLC | 0 | $0 | 0.00% | −63,435−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −47,191−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −38,775−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −37,497−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −29,200−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −23,679−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −16,604−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −16,174−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,125−100.0% | Sold out |