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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.

Q3 2021 vs. Q2 2021

How the institutions holding Helen of Troy Ltd changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of HELE: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders2882281−5
Shares25.1M10.1K25.6M+487.9K (+1.9%)
Value$5.73B$2.30M$5.75B+$20.1M (+0.4%)

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Helen of Troy Ltd at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to HELE in Q3 2021
InstitutionSharesValue% of portfolio
Janus Henderson Group PLC533,997$120.0M0.05%
Point72 Asset Management, L.P.65,200$14.6M0.07%
Tudor Investment Corp Et Al7,093$1.59M0.03%
Citadel Advisors LLC6,040$1.36M0.00%
Castleark Management LLC5,110$1.15M0.04%
CastleArk Alternatives, LLC5,110$1.15M0.04%
Dynamic Technology Lab Private Ltd4,730$1.06M0.13%
Quadrature Capital Ltd2,776$625.0K0.02%
Exchange Traded Concepts, LLC2,550$573.0K0.01%
Pictet Asset Management SA1,600$359.0K0.00%
Blueshift Asset Management, LLC1,554$349.0K0.02%
Mackenzie Financial Corp1,382$311.0K0.00%
Qube Research & Technologies Ltd1,283$288.0K0.00%
TownSquare Capital, LLC1,230$276.0K0.01%
Strong Tower Advisory Services1,242$275.0K0.16%
CWM Advisors, LLC1,035$233.0K0.03%
SOA Wealth Advisors, LLC.1,000$224.0K0.06%
6 Meridian964$217.0K0.02%
Northwestern Mutual Wealth Management Co450$101.0K0.00%
Clearstead Advisors, LLC60$13.0K0.00%
Dark Forest Capital Management LP11$2.00K0.00%
Allworth Financial LP3$1.00K0.00%
Quadrant Capital Group LLC3$1.00K0.00%
PEAK6 Investments LLC3$1.00K0.00%
Bell Investment Advisors, Inc6$1.00K0.00%
Ci Investments Inc.1$00.00%

Sold out (31)

Institutions that held Helen of Troy Ltd at the end of Q2 2021 and filed for Q3 2021 without it.

Not filed for Q3 2021 yet (2)

Institutions that held Helen of Troy Ltd at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HELE in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
CWM, LLC8,484$1.94M
Pictet Asset Management Ltd1,600$365.0K