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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 13,519 | $3.08M | 0.00% | −1,845−12.0% | Reduced |
| Capital International Inc | 13,267 | $3.03M | 0.03% | −169−1.3% | Reduced |
| NFJ Investment Group, LLC | 13,056 | $2.98M | 0.06% | −1,336−9.3% | Reduced |
| SG Americas Securities, LLC | 12,655 | $2.89M | 0.01% | +5,948+88.7% | Added |
| Knights of Columbus Asset Advisors LLC | 12,497 | $2.85M | 0.26% | −6,409−33.9% | Reduced |
| Envestnet Asset Management Inc | 12,056 | $2.75M | 0.00% | −2,440−16.8% | Reduced |
| Amica Mutual Insurance Co | 12,042 | $2.75M | 0.29% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 11,822 | $2.70M | 0.01% | −1,760−13.0% | Reduced |
| Azzad Asset Management Inc | 11,293 | $2.58M | 0.38% | +1,004+9.8% | Added |
| Aviva PLC | 11,281 | $2.57M | 0.01% | 00.0% | Unchanged |
| Man Group plc | 11,221 | $2.56M | 0.01% | −662−5.6% | Reduced |
| Metropolitan Life Insurance Co | 10,584 | $2.41M | 0.03% | +21+0.2% | Added |
| Natixis | 10,500 | $2.40M | 0.01% | −1,300−11.0% | Reduced |
| UBS Group AG | 10,453 | $2.38M | 0.00% | −5,903−36.1% | Reduced |
| SEI Investments Co | 10,487 | $2.36M | 0.01% | −283−2.6% | Reduced |
| Hancock Whitney Corp | 10,180 | $2.32M | 0.07% | −654−6.0% | Reduced |
| AQR Capital Management LLC | 10,206 | $2.31M | 0.00% | −3,432−25.2% | Reduced |
| Voya Investment Management LLC | 9,670 | $2.21M | 0.00% | −53,679−84.7% | Reduced |
| HRT Financial LP | 9,361 | $2.13M | 0.02% | −18,627−66.6% | Reduced |
| Ameritas Investment Partners, Inc. | 8,527 | $1.95M | 0.07% | −151−1.7% | Reduced |
| CWM, LLC | 8,484 | $1.94M | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 8,417 | $1.92M | 0.01% | +8,417 | New |
| Oarsman Capital, Inc. | 8,375 | $1.91M | 0.76% | −823−8.9% | Reduced |
| Oregon Public Employees Retirement Fund | 8,332 | $1.90M | 0.02% | −86−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 8,333 | $1.90M | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,265 | $1.89M | 0.01% | −217−2.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,145 | $1.86M | 0.02% | +6+0.1% | Added |
| Whittier Trust Co | 7,737 | $1.76M | 0.03% | +759+10.9% | Added |
| Citigroup Inc | 7,585 | $1.73M | 0.00% | −109−1.4% | Reduced |
| Sit Investment Associates Inc | 7,155 | $1.63M | 0.04% | −1,525−17.6% | Reduced |
| US Bancorp | 6,985 | $1.59M | 0.00% | −256−3.5% | Reduced |
| Congress Asset Management Co | 6,966 | $1.59M | 0.01% | −37,521−84.3% | Reduced |
| M&T Bank Corp | 6,917 | $1.58M | 0.01% | +375+5.7% | Added |
| NN Investment Partners Holdings N.V. | 6,800 | $1.55M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,631 | $1.51M | 0.01% | −749−10.1% | Reduced |
| Nisa Investment Advisors, LLC | 6,620 | $1.51M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 6,300 | $1.44M | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 6,240 | $1.42M | 0.48% | −8,494−57.6% | Reduced |
| State of Michigan Retirement System | 6,183 | $1.41M | 0.01% | −2,900−31.9% | Reduced |
| Summit Global Investments | 5,900 | $1.35M | 0.08% | +872+17.3% | Added |
| Stifel Financial Corp | 5,753 | $1.31M | 0.00% | −78−1.3% | Reduced |
| Jane Street Group, LLC | 5,307 | $1.21M | 0.00% | −2,949−35.7% | Reduced |
| Ergoteles LLC | 5,300 | $1.21M | 0.03% | −60−1.1% | Reduced |
| Duncker Streett & Co Inc | 5,252 | $1.20M | 0.22% | +572+12.2% | Added |
| New Mexico Educational Retirement Board | 5,100 | $1.16M | 0.04% | +700+15.9% | Added |
| Susquehanna International Group, LLP | 4,956 | $1.13M | 0.00% | +2,832+133.3% | Added |
| HGK Asset Management Inc | 4,869 | $1.11M | 0.35% | +1,046+27.4% | Added |
| Guggenheim Capital LLC | 4,834 | $1.10M | 0.01% | +62+1.3% | Added |
| Virginia Retirement Systems Et Al | 4,800 | $1.09M | 0.01% | −500−9.4% | Reduced |
| Panagora Asset Management Inc | 4,772 | $1.09M | 0.01% | +2,079+77.2% | Added |
| Keybank National Association | 4,714 | $1.07M | 0.00% | −710−13.1% | Reduced |
| Pier 88 Investment Partners LLC | 4,710 | $1.07M | 0.31% | −475−9.2% | Reduced |
| Tower Research Capital LLC (TRC) | 4,655 | $1.06M | 0.03% | −914−16.4% | Reduced |
| Handelsbanken Fonder AB | 4,651 | $1.06M | 0.01% | +500+12.0% | Added |
| Zebra Capital Management LLC | 4,647 | $1.06M | 1.24% | −501−9.7% | Reduced |
| AlphaCrest Capital Management LLC | 4,635 | $1.06M | 0.05% | +3,373+267.3% | Added |
| Martingale Asset Management L P | 4,508 | $1.03M | 0.01% | −101−2.2% | Reduced |
| Janney Montgomery Scott LLC | 4,490 | $1.02M | 0.00% | +26+0.6% | Added |
| Burney Co | 4,353 | $993.0K | 0.05% | −44−1.0% | Reduced |
| Federated Hermes, Inc. | 4,260 | $972.0K | 0.00% | −4,199−49.6% | Reduced |
| Xponance, Inc. | 3,989 | $910.0K | 0.02% | +1,173+41.7% | Added |
| The PNC Financial Services Group, Inc. | 3,857 | $879.0K | 0.00% | +28+0.7% | Added |
| Bank of Montreal | 3,850 | $878.0K | 0.00% | +90+2.4% | Added |
| Advisor Group Holdings, Inc. | 3,788 | $873.0K | 0.00% | −704−15.7% | Reduced |
| Origin Asset Management LLP | 4,000 | $868.0K | 0.10% | −3,409−46.0% | Reduced |
| State of Alaska, Department of Revenue | 3,797 | $866.0K | 0.01% | −26−0.7% | Reduced |
| Prudential Financial Inc | 3,732 | $851.0K | 0.00% | −1,244−25.0% | Reduced |
| Blair William & Co | 3,684 | $840.0K | 0.00% | −403−9.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,640 | $830.0K | 0.01% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 3,558 | $812.0K | 0.20% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 3,500 | $798.0K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 3,412 | $778.0K | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 3,315 | $756.0K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,313 | $756.0K | 0.00% | +495+17.6% | Added |
| BNP Paribas Arbitrage, SA | 3,278 | $747.8K | 0.00% | −2,827−46.3% | Reduced |
| Pinnacle Associates Ltd | 3,240 | $739.0K | 0.01% | +45+1.4% | Added |
| Smith, Salley & Associates | 3,181 | $726.0K | 0.06% | −375−10.5% | Reduced |
| Crossmark Global Holdings, Inc. | 3,133 | $715.0K | 0.02% | −200−6.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,102 | $708.0K | 0.03% | +153+5.2% | Added |
| Aurora Investment Counsel | 3,058 | $698.0K | 0.49% | +243+8.6% | Added |
| AGF Investments LLC | 2,765 | $631.0K | 0.07% | +49+1.8% | Added |
| Pacer Advisors, Inc. | 2,710 | $618.0K | 0.01% | −19−0.7% | Reduced |
| Seven Eight Capital, LP | 2,500 | $570.0K | 0.08% | +2,500 | New |
| Bank of Nova Scotia | 2,489 | $568.0K | 0.00% | +194+8.5% | Added |
| Pflug Koory, LLC | 2,425 | $553.0K | 0.29% | 00.0% | Unchanged |
| STRS Ohio | 2,400 | $547.0K | 0.00% | −400−14.3% | Reduced |
| Fort, L.P. | 2,392 | $546.0K | 0.16% | −1,412−37.1% | Reduced |
| Mountain Capital Investment Advisors, Inc | 2,368 | $517.0K | 0.24% | −253−9.7% | Reduced |
| Securian Asset Management, Inc | 2,247 | $513.0K | 0.01% | −112−4.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,221 | $507.0K | 0.00% | −562−20.2% | Reduced |
| Profund Advisors LLC | 2,199 | $503.0K | 0.02% | −77−3.4% | Reduced |
| Oppenheimer Asset Management Inc. | 2,193 | $500.0K | 0.01% | +255+13.2% | Added |
| Janney Capital Management LLC | 2,170 | $495.0K | 0.03% | +8+0.4% | Added |
| Public Employees Retirement System of Ohio | 2,141 | $488.0K | 0.00% | −14−0.6% | Reduced |
| Brinker Capital Investments, LLC | 2,014 | $459.0K | 0.01% | +54+2.8% | Added |
| American Century Companies Inc | 2,008 | $458.0K | 0.00% | −2,179−52.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,000 | $457.0K | 0.01% | −1,890−48.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $456.0K | 0.20% | −1,000−33.3% | Reduced |
| Gotham Asset Management, LLC | 1,988 | $454.0K | 0.02% | −2,188−52.4% | Reduced |
| Veritable, L.P. | 1,943 | $443.0K | 0.01% | −2−0.1% | Reduced |