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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 2,239 | $503.0K | 0.00% | +231+11.5% | Added |
| Bank of Nova Scotia | 2,328 | $523.0K | 0.00% | −161−6.5% | Reduced |
| Wolverine Trading, LLC | 2,325 | $534.0K | 0.01% | +572+32.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,438 | $548.0K | 0.00% | +217+9.8% | Added |
| Tower Research Capital LLC (TRC) | 2,446 | $550.0K | 0.01% | −2,209−47.5% | Reduced |
| Bank of Montreal | 2,421 | $556.0K | 0.00% | −1,429−37.1% | Reduced |
| Pacer Advisors, Inc. | 2,508 | $563.0K | 0.01% | −202−7.5% | Reduced |
| Exchange Traded Concepts, LLC | 2,550 | $573.0K | 0.01% | +2,550 | New |
| STRS Ohio | 2,600 | $584.0K | 0.00% | +200+8.3% | Added |
| AGF Investments LLC | 2,656 | $597.0K | 0.06% | −109−3.9% | Reduced |
| Quadrature Capital Ltd | 2,776 | $625.0K | 0.02% | +2,776 | New |
| HGK Asset Management Inc | 2,927 | $658.0K | 0.22% | −1,942−39.9% | Reduced |
| Crossmark Global Holdings, Inc. | 3,033 | $681.0K | 0.02% | −100−3.2% | Reduced |
| Smith, Salley & Associates | 3,054 | $686.0K | 0.05% | −127−4.0% | Reduced |
| Burney Co | 3,208 | $721.0K | 0.03% | −1,145−26.3% | Reduced |
| Aurora Investment Counsel | 3,213 | $722.0K | 0.50% | +155+5.1% | Added |
| Pinnacle Associates Ltd | 3,240 | $728.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,241 | $729.0K | 0.03% | +139+4.5% | Added |
| Illinois Municipal Retirement Fund | 3,315 | $745.0K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,488 | $785.0K | 0.00% | −300−7.9% | Reduced |
| Beck Mack & Oliver LLC | 3,500 | $786.0K | 0.02% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 3,543 | $796.0K | 0.20% | −15−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,609 | $811.0K | 0.00% | −248−6.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,640 | $818.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,657 | $822.0K | 0.00% | −603−14.2% | Reduced |
| State of Alaska, Department of Revenue | 3,705 | $832.0K | 0.01% | −92−2.4% | Reduced |
| Prudential Financial Inc | 3,561 | $833.0K | 0.00% | −171−4.6% | Reduced |
| Janney Montgomery Scott LLC | 3,735 | $839.0K | 0.00% | −755−16.8% | Reduced |
| Xponance, Inc. | 3,737 | $839.0K | 0.02% | −252−6.3% | Reduced |
| Blair William & Co | 3,794 | $852.0K | 0.00% | +110+3.0% | Added |
| BNP Paribas Arbitrage, SA | 3,923 | $881.4K | 0.00% | +645+19.7% | Added |
| Teacher Retirement System of Texas | 3,937 | $885.0K | 0.00% | +624+18.8% | Added |
| Keybank National Association | 4,124 | $927.0K | 0.00% | −590−12.5% | Reduced |
| Citigroup Inc | 4,176 | $938.0K | 0.00% | −3,409−44.9% | Reduced |
| Marshall Wace, LLP | 4,180 | $939.0K | 0.00% | −4,237−50.3% | Reduced |
| Handelsbanken Fonder AB | 4,651 | $1.04M | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 4,716 | $1.06M | 0.01% | +2,882+157.1% | Added |
| Dynamic Technology Lab Private Ltd | 4,730 | $1.06M | 0.13% | +4,730 | New |
| Panagora Asset Management Inc | 4,772 | $1.07M | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,857 | $1.09M | 0.00% | −3,408−41.2% | Reduced |
| Guggenheim Capital LLC | 4,905 | $1.10M | 0.01% | +71+1.5% | Added |
| New Mexico Educational Retirement Board | 5,100 | $1.15M | 0.04% | 00.0% | Unchanged |
| Castleark Management LLC | 5,110 | $1.15M | 0.04% | +5,110 | New |
| CastleArk Alternatives, LLC | 5,110 | $1.15M | 0.04% | +5,110 | New |
| Pier 88 Investment Partners LLC | 5,410 | $1.22M | 0.36% | +700+14.9% | Added |
| Stifel Financial Corp | 5,445 | $1.22M | 0.00% | −308−5.4% | Reduced |
| Voloridge Investment Management, LLC | 5,714 | $1.28M | 0.01% | −31,544−84.7% | Reduced |
| Citadel Advisors LLC | 6,040 | $1.36M | 0.00% | +6,040 | New |
| State of Michigan Retirement System | 6,083 | $1.37M | 0.01% | −100−1.6% | Reduced |
| Louisiana State Employees Retirement System | 6,100 | $1.37M | 0.03% | −200−3.2% | Reduced |
| Thrivent Financial for Lutherans | 6,299 | $1.42M | 0.00% | −9,889−61.1% | Reduced |
| Summit Global Investments | 6,312 | $1.42M | 0.11% | +412+7.0% | Added |
| Ergoteles LLC | 6,462 | $1.45M | 0.05% | +1,162+21.9% | Added |
| Nisa Investment Advisors, LLC | 6,620 | $1.49M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,660 | $1.50M | 0.01% | +29+0.4% | Added |
| Congress Asset Management Co | 6,907 | $1.55M | 0.01% | −59−0.8% | Reduced |
| M&T Bank Corp | 6,917 | $1.55M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,944 | $1.56M | 0.00% | +1,637+30.8% | Added |
| US Bancorp | 6,970 | $1.57M | 0.00% | −15−0.2% | Reduced |
| Tudor Investment Corp Et Al | 7,093 | $1.59M | 0.03% | +7,093 | New |
| Sit Investment Associates Inc | 7,155 | $1.61M | 0.04% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 7,741 | $1.74M | 0.09% | +3,106+67.0% | Added |
| Oarsman Capital, Inc. | 7,885 | $1.77M | 0.72% | −490−5.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,962 | $1.79M | 0.02% | −183−2.2% | Reduced |
| Whittier Trust Co | 8,132 | $1.83M | 0.03% | +395+5.1% | Added |
| Oregon Public Employees Retirement Fund | 8,223 | $1.85M | 0.02% | −109−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 8,270 | $1.86M | 0.07% | −257−3.0% | Reduced |
| State Board of Administration of Florida Retirement System | 8,333 | $1.87M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,436 | $2.12M | 0.00% | −234−2.4% | Reduced |
| AQR Capital Management LLC | 9,630 | $2.16M | 0.00% | −576−5.6% | Reduced |
| Azzad Asset Management Inc | 9,725 | $2.19M | 0.32% | −1,568−13.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 9,784 | $2.20M | 0.01% | −6,573−40.2% | Reduced |
| Hancock Whitney Corp | 10,155 | $2.28M | 0.08% | −25−0.2% | Reduced |
| Metropolitan Life Insurance Co | 10,205 | $2.29M | 0.03% | −379−3.6% | Reduced |
| Natixis | 10,500 | $2.36M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 10,501 | $2.36M | 0.00% | +48+0.5% | Added |
| NFJ Investment Group, LLC | 10,557 | $2.37M | 0.05% | −2,499−19.1% | Reduced |
| Martingale Asset Management L P | 10,557 | $2.37M | 0.03% | +6,049+134.2% | Added |
| Envestnet Asset Management Inc | 10,837 | $2.44M | 0.00% | −1,219−10.1% | Reduced |
| SEI Investments Co | 12,254 | $2.72M | 0.01% | +1,767+16.8% | Added |
| Holocene Advisors, LP | 12,311 | $2.77M | 0.02% | −17,380−58.5% | Reduced |
| State of Tennessee, Treasury Department | 12,490 | $2.81M | 0.01% | −1,244−9.1% | Reduced |
| SG Americas Securities, LLC | 12,711 | $2.86M | 0.02% | +56+0.4% | Added |
| Capital International Inc | 13,267 | $2.98M | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 13,599 | $3.06M | 0.01% | +1,777+15.0% | Added |
| RMB Capital Management, LLC | 13,666 | $3.07M | 0.10% | −476−3.4% | Reduced |
| Aviva PLC | 13,817 | $3.10M | 0.01% | +2,536+22.5% | Added |
| State of New Jersey Common Pension Fund D | 14,646 | $3.29M | 0.01% | −315−2.1% | Reduced |
| Amalgamated Bank | 17,107 | $3.84M | 0.03% | −2,081−10.8% | Reduced |
| New York State Common Retirement Fund | 17,354 | $3.90M | 0.00% | −3,868−18.2% | Reduced |
| Raymond James & Associates | 17,520 | $3.94M | 0.00% | −14,365−45.1% | Reduced |
| Texas Permanent School Fund | 17,827 | $4.00M | 0.05% | −394−2.2% | Reduced |
| Neuberger Berman Group LLC | 19,195 | $4.23M | 0.00% | +427+2.3% | Added |
| Argent Capital Management LLC | 19,191 | $4.31M | 0.14% | +251+1.3% | Added |
| Ensign Peak Advisors, Inc | 19,537 | $4.39M | 0.01% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 19,881 | $4.47M | 1.19% | +446+2.3% | Added |
| MetLife Investment Management | 19,941 | $4.48M | 0.04% | −1,278−6.0% | Reduced |
| First Trust Advisors LP | 21,207 | $4.76M | 0.01% | +7,688+56.9% | Added |
| Mutual of America Capital Management LLC | 21,252 | $4.78M | 0.05% | −66−0.3% | Reduced |
| EULAV Asset Management | 23,000 | $5.17M | 0.14% | 00.0% | Unchanged |