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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 23,185 | $5.21M | 0.00% | +2,309+11.1% | Added |
| James Investment Research Inc | 23,731 | $5.33M | 0.50% | −23,182−49.4% | Reduced |
| New York State Teachers Retirement System | 24,349 | $5.47M | 0.01% | +518+2.2% | Added |
| LPL Financial LLC | 24,568 | $5.52M | 0.01% | +190+0.8% | Added |
| Millennium Management LLC | 26,283 | $5.91M | 0.01% | +3,511+15.4% | Added |
| HRT Financial LP | 26,571 | $5.97M | 0.04% | +17,210+183.8% | Added |
| Amundi | 28,297 | $6.36M | 0.00% | 00.0% | Unchanged |
| Man Group plc | 28,698 | $6.45M | 0.02% | +17,477+155.8% | Added |
| Barclays PLC | 30,322 | $6.81M | 0.00% | +13,205+77.1% | Added |
| California State Teachers Retirement System | 33,070 | $7.43M | 0.01% | −637−1.9% | Reduced |
| Ziegler Capital Management, LLC | 34,385 | $7.73M | 0.28% | +20,291+144.0% | Added |
| Comerica Bank | 35,617 | $8.12M | 0.05% | −2,721−7.1% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 38,828 | $8.72M | 1.01% | +8,410+27.6% | Added |
| Manufacturers Life Insurance Company, The | 39,457 | $8.87M | 0.01% | −417−1.0% | Reduced |
| Deutsche Bank AG | 42,542 | $9.56M | 0.00% | −652−1.5% | Reduced |
| Landscape Capital Management, L.L.C. | 43,393 | $9.75M | 1.36% | +79+0.2% | Added |
| Kennedy Capital Management, Inc. | 44,848 | $10.1M | 0.23% | −6,698−13.0% | Reduced |
| Polen Capital Management LLC | 46,245 | $10.4M | 0.02% | +3,615+8.5% | Added |
| Bridgewater Associates, LP | 46,511 | $10.4M | 0.06% | −3,806−7.6% | Reduced |
| Swiss National Bank | 54,000 | $12.1M | 0.01% | +200+0.4% | Added |
| American International Group, Inc. | 54,430 | $12.2M | 0.07% | −2,404−4.2% | Reduced |
| Russell Investments Group, Ltd. | 54,600 | $12.3M | 0.02% | −934−1.7% | Reduced |
| California Public Employees Retirement System | 55,165 | $12.4M | 0.01% | −955−1.7% | Reduced |
| Royal Bank of Canada | 55,317 | $12.4M | 0.00% | −7,488−11.9% | Reduced |
| Ameriprise Financial Inc | 55,946 | $12.6M | 0.00% | −5,776−9.4% | Reduced |
| Legal & General Group Plc | 58,655 | $13.2M | 0.00% | +1,538+2.7% | Added |
| Alliancebernstein L.P. | 58,662 | $13.2M | 0.01% | −3,735−6.0% | Reduced |
| Parametric Portfolio Associates LLC | 58,687 | $13.2M | 0.01% | −331−0.6% | Reduced |
| Glenmede Trust Co NA | 59,187 | $13.3M | 0.07% | −444−0.7% | Reduced |
| UBS Asset Management Americas Inc | 59,869 | $13.5M | 0.01% | +30,720+105.4% | Added |
| WCM Investment Management, LLC | 64,457 | $14.5M | 0.03% | −15,040−18.9% | Reduced |
| Point72 Asset Management, L.P. | 65,200 | $14.6M | 0.07% | +65,200 | New |
| Balyasny Asset Management LLC | 68,713 | $15.4M | 0.07% | +45,033+190.2% | Added |
| Invesco Ltd. | 68,927 | $15.5M | 0.00% | +7,457+12.1% | Added |
| Eagle Asset Management Inc | 70,298 | $15.8M | 0.07% | −41,864−37.3% | Reduced |
| Rhumbline Advisers | 71,844 | $16.1M | 0.02% | −88−0.1% | Reduced |
| Retirement Systems of Alabama | 73,403 | $16.5M | 0.06% | +1,551+2.2% | Added |
| British Columbia Investment Management Corp | 73,500 | $16.5M | 0.10% | −8,300−10.1% | Reduced |
| Creative Planning | 79,077 | $17.8M | 0.03% | +1,143+1.5% | Added |
| Principal Financial Group Inc | 86,492 | $19.4M | 0.01% | −489−0.6% | Reduced |
| Lazard Asset Management LLC | 87,313 | $19.6M | 0.02% | −21,542−19.8% | Reduced |
| Wedge Capital Management L L P | 87,907 | $19.8M | 0.26% | −4,413−4.8% | Reduced |
| Systematic Financial Management LP | 90,050 | $20.2M | 0.63% | −1,851−2.0% | Reduced |
| Morgan Stanley | 99,227 | $22.3M | 0.00% | −7,946−7.4% | Reduced |
| Nuveen Asset Management, LLC | 100,227 | $22.5M | 0.01% | −17,714−15.0% | Reduced |
| Cardinal Capital Management LLC | 110,556 | $24.8M | 0.60% | −2,137−1.9% | Reduced |
| GW&K Investment Management, LLC | 115,603 | $26.0M | 0.23% | −369−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 118,468 | $26.6M | 0.12% | −4,074−3.3% | Reduced |
| Goldman Sachs Group Inc | 121,949 | $27.4M | 0.01% | −7,324−5.7% | Reduced |
| Brown Advisory Inc | 125,557 | $28.2M | 0.04% | −43,257−25.6% | Reduced |
| Norges Bank | 128,914 | $29.0M | 0.01% | +3,830+3.1% | Added |
| Boston Trust Walden Corp | 135,376 | $30.4M | 0.27% | +2,656+2.0% | Added |
| Lord, Abbett & Co. LLC | 142,043 | $31.9M | 0.08% | +39,865+39.0% | Added |
| FIL Ltd | 148,487 | $33.4M | 0.04% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 152,641 | $34.3M | 0.71% | −1,953−1.3% | Reduced |
| Bank of America Corp | 175,429 | $39.4M | 0.00% | +2,566+1.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 199,071 | $44.7M | 0.29% | +509+0.3% | Added |
| Loomis Sayles & Co L P | 218,833 | $49.2M | 0.06% | +25,944+13.5% | Added |
| Neumeier Poma Investment Counsel LLC | 251,088 | $56.4M | 3.35% | −5,055−2.0% | Reduced |
| Price T Rowe Associates Inc | 260,848 | $58.6M | 0.01% | −31,198−10.7% | Reduced |
| Charles Schwab Investment Management Inc | 278,996 | $62.7M | 0.02% | +4,586+1.7% | Added |
| Bank of New York Mellon Corp | 296,691 | $66.7M | 0.01% | −9,229−3.0% | Reduced |
| Macquarie Group Ltd | 309,759 | $69.6M | 0.06% | −1,841−0.6% | Reduced |
| Northern Trust Corp | 349,170 | $78.5M | 0.01% | −14,706−4.0% | Reduced |
| Victory Capital Management Inc | 395,172 | $88.8M | 0.09% | −45,293−10.3% | Reduced |
| Snyder Capital Management L P | 403,878 | $90.7M | 2.40% | +10,697+2.7% | Added |
| Geode Capital Management, LLC | 420,115 | $94.4M | 0.01% | −9,832−2.3% | Reduced |
| Fisher Asset Management, LLC | 444,770 | $99.9M | 0.06% | −14,011−3.1% | Reduced |
| Janus Henderson Group PLC | 533,997 | $120.0M | 0.05% | +533,997 | New |
| Dimensional Fund Advisors LP | 622,470 | $139.9M | 0.05% | +3,264+0.5% | Added |
| Capital World Investors | 720,000 | $161.8M | 0.03% | +39,000+5.7% | Added |
| State Street Corp | 728,427 | $163.7M | 0.01% | −13,743−1.9% | Reduced |
| William Blair Investment Management, LLC | 786,289 | $176.7M | 0.50% | +15,931+2.1% | Added |
| Capital International Investors | 1,027,759 | $230.9M | 0.05% | +339,015+49.2% | Added |
| Wells Fargo & Company | 1,155,689 | $259.7M | 0.06% | +85,159+8.0% | Added |
| JPMorgan Chase & Co | 1,283,208 | $288.3M | 0.04% | −161,458−11.2% | Reduced |
| Cooke & Bieler LP | 1,351,011 | $303.5M | 2.75% | +159,776+13.4% | Added |
| Capital Research Global Investors | 1,765,574 | $396.7M | 0.09% | −4110.0% | Reduced |
| FMR LLC | 2,147,635 | $482.5M | 0.04% | −61,990−2.8% | Reduced |
| Vanguard Group Inc | 2,280,051 | $512.3M | 0.01% | −34,948−1.5% | Reduced |
| BlackRock Inc. | 2,552,640 | $573.5M | 0.02% | −81,701−3.1% | Reduced |
| Redwood Investments, LLC | 0 | $0 | 0.00% | −48,368−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −47,338−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −23,262−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −16,870−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −12,497−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −12,042−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −6,240−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −4,956−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −4,647−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −3,412−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,882−100.0% | Sold out |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −1,797−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,554−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,458−100.0% | Sold out |