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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $449 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 4 | $899 | 0.00% | −15−78.9% | Reduced |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $1.00K | 0.00% | +3 | New |
| Quadrant Capital Group LLC | 3 | $1.00K | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 6 | $1.00K | 0.00% | +6 | New |
| Evoke Wealth, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 11 | $2.00K | 0.00% | +11 | New |
| Jones Financial Companies LLLP | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 12 | $3.00K | 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 |
| Global Financial Private Client, LLC | 21 | $4.73K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 31 | $6.96K | 0.00% | −7,041−99.6% | Reduced |
| Private Capital Group, LLC | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 61 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 60 | $13.0K | 0.00% | +60 | New |
| Rockefeller Capital Management L.P. | 69 | $15.0K | 0.00% | +2+3.0% | Added |
| First Horizon Advisors, Inc. | 81 | $17.0K | 0.00% | −79−49.4% | Reduced |
| IFP Advisors, Inc | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 110 | $25.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 136 | $31.0K | 0.00% | +37+37.4% | Added |
| Assetmark, Inc | 168 | $38.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 185 | $42.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 195 | $44.0K | 0.00% | −8−3.9% | Reduced |
| Bessemer Group Inc | 198 | $44.0K | 0.00% | +20+11.2% | Added |
| Reilly Financial Advisors, LLC | 200 | $45.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 212 | $48.0K | 0.00% | +83+64.3% | Added |
| Harbor Investment Advisory, LLC | 227 | $51.0K | 0.01% | +56+32.7% | Added |
| Meeder Asset Management Inc | 287 | $64.0K | 0.00% | +9+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 293 | $66.0K | 0.00% | −40−12.0% | Reduced |
| Vestcor Inc | 397 | $89.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 418 | $94.0K | 0.00% | −1,161−73.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 450 | $101.0K | 0.00% | +450 | New |
| Van Eck Associates Corp | 533 | $120.0K | 0.00% | +198+59.1% | Added |
| Simplex Trading, LLC | 533 | $123.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 619 | $139.0K | 0.03% | −4,633−88.2% | Reduced |
| Eaton Vance Management | 1,817 | $145.0K | 0.00% | +196+12.1% | Added |
| Arlington Partners LLC | 660 | $148.0K | 0.04% | 00.0% | Unchanged |
| Agf Investments Inc. | 800 | $180.0K | 0.00% | +24+3.1% | Added |
| Captrust Financial Advisors | 807 | $181.0K | 0.00% | −477−37.1% | Reduced |
| Advisory Services Network, LLC | 902 | $203.0K | 0.01% | −43−4.6% | Reduced |
| 6 Meridian | 964 | $217.0K | 0.02% | +964 | New |
| Meritage Portfolio Management | 969 | $218.0K | 0.01% | −820−45.8% | Reduced |
| CIBC Asset Management Inc | 975 | $219.0K | 0.00% | +15+1.6% | Added |
| HighTower Advisors, LLC | 967 | $221.0K | 0.00% | +50+5.5% | Added |
| SOA Wealth Advisors, LLC. | 1,000 | $224.0K | 0.06% | +1,000 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,000 | $225.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,035 | $233.0K | 0.03% | +1,035 | New |
| Wetherby Asset Management Inc | 1,062 | $239.0K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,077 | $242.0K | 0.04% | −20−1.8% | Reduced |
| Rice Hall James & Associates, LLC | 1,078 | $242.0K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,105 | $248.0K | 0.01% | +13+1.2% | Added |
| HSBC Holdings PLC | 1,125 | $254.0K | 0.00% | −317−22.0% | Reduced |
| Cim Investment Mangement Inc | 1,129 | $254.0K | 0.08% | 00.0% | Unchanged |
| Henshaw Capital LLC | 1,167 | $262.2K | 0.02% | +282+31.9% | Added |
| Mercer Global Advisors Inc | 1,173 | $264.0K | 0.00% | −548−31.8% | Reduced |
| IMA Wealth, Inc. | 1,201 | $270.0K | 0.06% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 1,242 | $275.0K | 0.16% | +1,242 | New |
| TownSquare Capital, LLC | 1,230 | $276.0K | 0.01% | +1,230 | New |
| Cetera Investment Advisers | 1,265 | $284.0K | 0.00% | +4+0.3% | Added |
| Qube Research & Technologies Ltd | 1,283 | $288.0K | 0.00% | +1,283 | New |
| Cambridge Investment Research Advisors, Inc. | 1,288 | $289.0K | 0.00% | −11−0.8% | Reduced |
| Canada Pension Plan Investment Board | 1,287 | $289.0K | 0.00% | +485+60.5% | Added |
| Virginia Retirement Systems Et Al | 1,300 | $292.0K | 0.00% | −3,500−72.9% | Reduced |
| Shelton Capital Management | 1,352 | $304.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,382 | $311.0K | 0.00% | +1,382 | New |
| FDx Advisors, Inc. | 1,403 | $315.0K | 0.01% | +107+8.3% | Added |
| Sadoff Investment Management LLC | 1,460 | $328.0K | 0.02% | 00.0% | Unchanged |
| Advisor Partners LLC | 1,464 | $329.0K | 0.02% | +22+1.5% | Added |
| First Hawaiian Bank | 1,490 | $335.0K | 0.01% | −212−12.5% | Reduced |
| State of Wyoming | 1,519 | $341.0K | 0.22% | −121−7.4% | Reduced |
| Blueshift Asset Management, LLC | 1,554 | $349.0K | 0.02% | +1,554 | New |
| Gotham Asset Management, LLC | 1,563 | $351.0K | 0.01% | −425−21.4% | Reduced |
| Intrust Bank NA | 1,570 | $352.0K | 0.05% | −11−0.7% | Reduced |
| Pathstone Family Office, LLC | 1,600 | $359.0K | 0.01% | +100+6.7% | Added |
| Pictet Asset Management SA | 1,600 | $359.0K | 0.00% | +1,600 | New |
| Public Employees Retirement System of Ohio | 1,724 | $387.0K | 0.00% | −417−19.5% | Reduced |
| Pflug Koory, LLC | 1,925 | $433.0K | 0.24% | −500−20.6% | Reduced |
| Veritable, L.P. | 1,933 | $434.0K | 0.01% | −10−0.5% | Reduced |
| First Republic Investment Management, Inc. | 1,950 | $438.0K | 0.00% | +33+1.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $449.0K | 0.19% | 00.0% | Unchanged |
| Fort, L.P. | 2,001 | $450.0K | 0.15% | −391−16.3% | Reduced |
| Profund Advisors LLC | 2,037 | $458.0K | 0.02% | −162−7.4% | Reduced |
| Brinker Capital Investments, LLC | 2,014 | $459.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,147 | $482.0K | 0.01% | −100−4.5% | Reduced |
| Oppenheimer Asset Management Inc. | 2,171 | $488.0K | 0.01% | −22−1.0% | Reduced |
| Janney Capital Management LLC | 2,183 | $490.0K | 0.03% | +13+0.6% | Added |
| Mountain Capital Investment Advisors, Inc | 2,214 | $501.0K | 0.27% | −154−6.5% | Reduced |