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 Republic Investment Management, Inc. | 1,917 | $437.0K | 0.00% | +409+27.1% | Added |
| Winton Group Ltd | 1,882 | $429.0K | 0.02% | +1,882 | New |
| Commerce Bank | 1,834 | $419.0K | 0.00% | −96−5.0% | Reduced |
| Amica Retiree Medical Trust | 1,797 | $410.0K | 0.26% | 00.0% | Unchanged |
| Meritage Portfolio Management | 1,789 | $408.0K | 0.02% | +289+19.3% | Added |
| Wolverine Trading, LLC | 1,753 | $399.0K | 0.01% | +1,753 | New |
| Mercer Global Advisors Inc | 1,721 | $393.0K | 0.00% | −938−35.3% | Reduced |
| First Hawaiian Bank | 1,702 | $388.0K | 0.02% | +58+3.5% | Added |
| State of Wyoming | 1,640 | $374.0K | 0.24% | +1,638+81,900.0% | Added |
| Eaton Vance Management | 1,621 | $370.0K | 0.00% | +1,517+1,458.7% | Added |
| Pictet Asset Management Ltd | 1,600 | $365.0K | 0.00% | −300−15.8% | Reduced |
| 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 |
| Centiva Capital, LP | 1,554 | $354.0K | 0.03% | +276+21.6% | Added |
| Pathstone Family Office, LLC | 1,500 | $342.0K | 0.01% | +1,500 | New |
| 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 |
| Advisor Partners LLC | 1,442 | $329.0K | 0.02% | +73+5.3% | Added |
| HSBC Holdings PLC | 1,442 | $328.0K | 0.00% | +25+1.8% | Added |
| Ontario Teachers Pension Plan Board | 1,384 | $316.0K | 0.00% | −2,223−61.6% | Reduced |
| Shelton Capital Management | 1,352 | $308.0K | 0.01% | −114−7.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,332 | $304.0K | 0.00% | −63,406−97.9% | 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 |
| Captrust Financial Advisors | 1,284 | $293.0K | 0.00% | −2−0.2% | Reduced |
| Cetera Investment Advisers | 1,261 | $288.0K | 0.00% | +1,261 | New |
| IMA Wealth, Inc. | 1,201 | $274.0K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,190 | $271.0K | 0.02% | +195+19.6% | Added |
| Cim Investment Mangement Inc | 1,129 | $258.0K | 0.08% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,118 | $255.0K | 0.00% | −70−5.9% | Reduced |
| Van Hulzen Asset Management, LLC | 1,097 | $250.0K | 0.04% | +1,097 | New |
| First Citizens Bank & Trust Co | 1,092 | $249.0K | 0.01% | −326−23.0% | Reduced |
| Rice Hall James & Associates, LLC | 1,078 | $246.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,062 | $242.0K | 0.01% | +1,062 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,000 | $228.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 960 | $219.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| HighTower Advisors, LLC | 917 | $212.0K | 0.00% | −212−18.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 907 | $207.0K | 0.00% | +907 | New |
| Cigna Investments Inc | 887 | $203.0K | 0.01% | +887 | New |
| Henshaw Capital LLC | 885 | $201.9K | 0.01% | +885 | New |
| Canada Pension Plan Investment Board | 802 | $183.0K | 0.00% | +802 | New |
| Agf Investments Inc. | 776 | $177.0K | 0.00% | +32+4.3% | Added |
| Arlington Partners LLC | 660 | $151.0K | 0.05% | +88+15.4% | Added |
| Simplex Trading, LLC | 533 | $121.0K | 0.00% | +533 | New |
| Vestcor Inc | 397 | $91.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Meeder Asset Management Inc | 278 | $63.0K | 0.00% | −51−15.5% | 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 |
| Harbour Investments, Inc. | 185 | $42.0K | 0.00% | −22−10.6% | Reduced |
| Bessemer Group Inc | 178 | $41.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 171 | $39.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 168 | $38.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 160 | $36.0K | 0.00% | −9−5.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 129 | $29.0K | 0.00% | +72+126.3% | Added |
| Parallel Advisors, LLC | 110 | $25.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Rockefeller Capital Management L.P. | 67 | $15.0K | 0.00% | −5−6.9% | Reduced |
| Proequities, Inc. | 60 | $14.0K | 0.00% | −29−32.6% | Reduced |
| Gemmer Asset Management LLC | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 61 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Solstein Capital, LLC | 24 | $5.00K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $5.00K | 0.00% | +13+162.5% | Added |
| Global Financial Private Client, LLC | 21 | $4.86K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 19 | $4.33K | 0.00% | −89−82.4% | Reduced |
| 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 |
| 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 |
| Versant Capital Management, Inc | 9 | $2.00K | 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 |
| Raffa Wealth Management, LLC | 2 | $456 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 7,072 | $31 | 0.00% | +7,041+22,712.9% | Added |
| Wolverine Asset Management LLC | 1 | $0 | 0.00% | −1,178−99.9% | Reduced |
| Brown Brothers Harriman & Co | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |