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, Q3 2021
Institutional positions in Helen of Troy Ltd as of Sep 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
- 281
- −5 vs. Q2 2021
- Shares held
- 25.6M
- +487.9K (+1.9%) vs. Q2 2021
- Total value
- $5.75B
- +$20.1M (+0.4%) vs. Q2 2021
- New holders
- 26
- 80 more added
- Sold out
- 31
- 122 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,552,640 | $573.5M | 0.02% | −81,701−3.1% | Reduced |
| Vanguard Group Inc | 2,280,051 | $512.3M | 0.01% | −34,948−1.5% | Reduced |
| FMR LLC | 2,147,635 | $482.5M | 0.04% | −61,990−2.8% | Reduced |
| Capital Research Global Investors | 1,765,574 | $396.7M | 0.09% | −4110.0% | Reduced |
| Cooke & Bieler LP | 1,351,011 | $303.5M | 2.75% | +159,776+13.4% | Added |
| JPMorgan Chase & Co | 1,283,208 | $288.3M | 0.04% | −161,458−11.2% | Reduced |
| Wells Fargo & Company | 1,155,689 | $259.7M | 0.06% | +85,159+8.0% | Added |
| Capital International Investors | 1,027,759 | $230.9M | 0.05% | +339,015+49.2% | Added |
| William Blair Investment Management, LLC | 786,289 | $176.7M | 0.50% | +15,931+2.1% | Added |
| State Street Corp | 728,427 | $163.7M | 0.01% | −13,743−1.9% | Reduced |
| Capital World Investors | 720,000 | $161.8M | 0.03% | +39,000+5.7% | Added |
| Dimensional Fund Advisors LP | 622,470 | $139.9M | 0.05% | +3,264+0.5% | Added |
| Janus Henderson Group PLC | 533,997 | $120.0M | 0.05% | +533,997 | New |
| Fisher Asset Management, LLC | 444,770 | $99.9M | 0.06% | −14,011−3.1% | Reduced |
| Geode Capital Management, LLC | 420,115 | $94.4M | 0.01% | −9,832−2.3% | Reduced |
| Snyder Capital Management L P | 403,878 | $90.7M | 2.40% | +10,697+2.7% | Added |
| Victory Capital Management Inc | 395,172 | $88.8M | 0.09% | −45,293−10.3% | Reduced |
| Northern Trust Corp | 349,170 | $78.5M | 0.01% | −14,706−4.0% | Reduced |
| Macquarie Group Ltd | 309,759 | $69.6M | 0.06% | −1,841−0.6% | Reduced |
| Bank of New York Mellon Corp | 296,691 | $66.7M | 0.01% | −9,229−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 278,996 | $62.7M | 0.02% | +4,586+1.7% | Added |
| Price T Rowe Associates Inc | 260,848 | $58.6M | 0.01% | −31,198−10.7% | Reduced |
| Neumeier Poma Investment Counsel LLC | 251,088 | $56.4M | 3.35% | −5,055−2.0% | Reduced |
| Loomis Sayles & Co L P | 218,833 | $49.2M | 0.06% | +25,944+13.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 199,071 | $44.7M | 0.29% | +509+0.3% | Added |
| Bank of America Corp | 175,429 | $39.4M | 0.00% | +2,566+1.5% | Added |
| Anchor Capital Advisors LLC | 152,641 | $34.3M | 0.71% | −1,953−1.3% | Reduced |
| FIL Ltd | 148,487 | $33.4M | 0.04% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 142,043 | $31.9M | 0.08% | +39,865+39.0% | Added |
| Boston Trust Walden Corp | 135,376 | $30.4M | 0.27% | +2,656+2.0% | Added |
| Norges Bank | 128,914 | $29.0M | 0.01% | +3,830+3.1% | Added |
| Brown Advisory Inc | 125,557 | $28.2M | 0.04% | −43,257−25.6% | Reduced |
| Goldman Sachs Group Inc | 121,949 | $27.4M | 0.01% | −7,324−5.7% | Reduced |
| Public Employees Retirement Association of Colorado | 118,468 | $26.6M | 0.12% | −4,074−3.3% | Reduced |
| GW&K Investment Management, LLC | 115,603 | $26.0M | 0.23% | −369−0.3% | Reduced |
| Cardinal Capital Management LLC | 110,556 | $24.8M | 0.60% | −2,137−1.9% | Reduced |
| Nuveen Asset Management, LLC | 100,227 | $22.5M | 0.01% | −17,714−15.0% | Reduced |
| Morgan Stanley | 99,227 | $22.3M | 0.00% | −7,946−7.4% | Reduced |
| Systematic Financial Management LP | 90,050 | $20.2M | 0.63% | −1,851−2.0% | Reduced |
| Wedge Capital Management L L P | 87,907 | $19.8M | 0.26% | −4,413−4.8% | Reduced |
| Lazard Asset Management LLC | 87,313 | $19.6M | 0.02% | −21,542−19.8% | Reduced |
| Principal Financial Group Inc | 86,492 | $19.4M | 0.01% | −489−0.6% | Reduced |
| Creative Planning | 79,077 | $17.8M | 0.03% | +1,143+1.5% | Added |
| British Columbia Investment Management Corp | 73,500 | $16.5M | 0.10% | −8,300−10.1% | Reduced |
| Retirement Systems of Alabama | 73,403 | $16.5M | 0.06% | +1,551+2.2% | Added |
| Rhumbline Advisers | 71,844 | $16.1M | 0.02% | −88−0.1% | Reduced |
| Eagle Asset Management Inc | 70,298 | $15.8M | 0.07% | −41,864−37.3% | Reduced |
| Invesco Ltd. | 68,927 | $15.5M | 0.00% | +7,457+12.1% | Added |
| Balyasny Asset Management LLC | 68,713 | $15.4M | 0.07% | +45,033+190.2% | Added |
| Point72 Asset Management, L.P. | 65,200 | $14.6M | 0.07% | +65,200 | New |
| WCM Investment Management, LLC | 64,457 | $14.5M | 0.03% | −15,040−18.9% | Reduced |
| UBS Asset Management Americas Inc | 59,869 | $13.5M | 0.01% | +30,720+105.4% | Added |
| Glenmede Trust Co NA | 59,187 | $13.3M | 0.07% | −444−0.7% | Reduced |
| Parametric Portfolio Associates LLC | 58,687 | $13.2M | 0.01% | −331−0.6% | Reduced |
| Alliancebernstein L.P. | 58,662 | $13.2M | 0.01% | −3,735−6.0% | Reduced |
| Legal & General Group Plc | 58,655 | $13.2M | 0.00% | +1,538+2.7% | Added |
| Ameriprise Financial Inc | 55,946 | $12.6M | 0.00% | −5,776−9.4% | Reduced |
| Royal Bank of Canada | 55,317 | $12.4M | 0.00% | −7,488−11.9% | Reduced |
| California Public Employees Retirement System | 55,165 | $12.4M | 0.01% | −955−1.7% | Reduced |
| Russell Investments Group, Ltd. | 54,600 | $12.3M | 0.02% | −934−1.7% | Reduced |
| American International Group, Inc. | 54,430 | $12.2M | 0.07% | −2,404−4.2% | Reduced |
| Swiss National Bank | 54,000 | $12.1M | 0.01% | +200+0.4% | Added |
| Bridgewater Associates, LP | 46,511 | $10.4M | 0.06% | −3,806−7.6% | Reduced |
| Polen Capital Management LLC | 46,245 | $10.4M | 0.02% | +3,615+8.5% | Added |
| Kennedy Capital Management, Inc. | 44,848 | $10.1M | 0.23% | −6,698−13.0% | Reduced |
| Landscape Capital Management, L.L.C. | 43,393 | $9.75M | 1.36% | +79+0.2% | Added |
| Deutsche Bank AG | 42,542 | $9.56M | 0.00% | −652−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 39,457 | $8.87M | 0.01% | −417−1.0% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 38,828 | $8.72M | 1.01% | +8,410+27.6% | Added |
| Comerica Bank | 35,617 | $8.12M | 0.05% | −2,721−7.1% | Reduced |
| Ziegler Capital Management, LLC | 34,385 | $7.73M | 0.28% | +20,291+144.0% | Added |
| California State Teachers Retirement System | 33,070 | $7.43M | 0.01% | −637−1.9% | Reduced |
| Barclays PLC | 30,322 | $6.81M | 0.00% | +13,205+77.1% | Added |
| Man Group plc | 28,698 | $6.45M | 0.02% | +17,477+155.8% | Added |
| Amundi | 28,297 | $6.36M | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 26,571 | $5.97M | 0.04% | +17,210+183.8% | Added |
| Millennium Management LLC | 26,283 | $5.91M | 0.01% | +3,511+15.4% | Added |
| LPL Financial LLC | 24,568 | $5.52M | 0.01% | +190+0.8% | Added |
| New York State Teachers Retirement System | 24,349 | $5.47M | 0.01% | +518+2.2% | Added |
| James Investment Research Inc | 23,731 | $5.33M | 0.50% | −23,182−49.4% | Reduced |
| Credit Suisse AG | 23,185 | $5.21M | 0.00% | +2,309+11.1% | Added |
| EULAV Asset Management | 23,000 | $5.17M | 0.14% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 21,252 | $4.78M | 0.05% | −66−0.3% | Reduced |
| First Trust Advisors LP | 21,207 | $4.76M | 0.01% | +7,688+56.9% | Added |
| MetLife Investment Management | 19,941 | $4.48M | 0.04% | −1,278−6.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 19,881 | $4.47M | 1.19% | +446+2.3% | Added |
| Ensign Peak Advisors, Inc | 19,537 | $4.39M | 0.01% | 00.0% | Unchanged |
| Argent Capital Management LLC | 19,191 | $4.31M | 0.14% | +251+1.3% | Added |
| Neuberger Berman Group LLC | 19,195 | $4.23M | 0.00% | +427+2.3% | Added |
| Texas Permanent School Fund | 17,827 | $4.00M | 0.05% | −394−2.2% | Reduced |
| Raymond James & Associates | 17,520 | $3.94M | 0.00% | −14,365−45.1% | Reduced |
| New York State Common Retirement Fund | 17,354 | $3.90M | 0.00% | −3,868−18.2% | Reduced |
| Amalgamated Bank | 17,107 | $3.84M | 0.03% | −2,081−10.8% | Reduced |
| State of New Jersey Common Pension Fund D | 14,646 | $3.29M | 0.01% | −315−2.1% | Reduced |
| Aviva PLC | 13,817 | $3.10M | 0.01% | +2,536+22.5% | Added |
| RMB Capital Management, LLC | 13,666 | $3.07M | 0.10% | −476−3.4% | Reduced |
| Baird Financial Group, Inc. | 13,599 | $3.06M | 0.01% | +1,777+15.0% | Added |
| Capital International Inc | 13,267 | $2.98M | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,711 | $2.86M | 0.02% | +56+0.4% | Added |
| State of Tennessee, Treasury Department | 12,490 | $2.81M | 0.01% | −1,244−9.1% | Reduced |