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 |
|---|---|---|---|---|---|
| Deroy & Devereaux Private Investment Counsel Inc | 0 | $0 | 0.00% | −10,015−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −9,128−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −8,152−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −7,180−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,128−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −4,465−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,727−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −3,395−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,325−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,051−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −2,644−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,449−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,371−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −2,266−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,146−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −2,002−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,807−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,745−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,597−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −1,489−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,436−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,414−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| Brandywine Oak Private Wealth LLC | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,094−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −1,089−100.0% | Sold out |
| Milestone Advisory Partners | 0 | $0 | 0.00% | −1,073−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −914−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |