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 |
|---|---|---|---|---|---|
| Advisor Partners LLC | 1,464 | $329.0K | 0.02% | +22+1.5% | Added |
| Sadoff Investment Management LLC | 1,460 | $328.0K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,403 | $315.0K | 0.01% | +107+8.3% | Added |
| Mackenzie Financial Corp | 1,382 | $311.0K | 0.00% | +1,382 | New |
| Shelton Capital Management | 1,352 | $304.0K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 1,300 | $292.0K | 0.00% | −3,500−72.9% | Reduced |
| 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 |
| Qube Research & Technologies Ltd | 1,283 | $288.0K | 0.00% | +1,283 | New |
| Cetera Investment Advisers | 1,265 | $284.0K | 0.00% | +4+0.3% | Added |
| TownSquare Capital, LLC | 1,230 | $276.0K | 0.01% | +1,230 | New |
| Strong Tower Advisory Services | 1,242 | $275.0K | 0.16% | +1,242 | New |
| IMA Wealth, Inc. | 1,201 | $270.0K | 0.06% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,173 | $264.0K | 0.00% | −548−31.8% | Reduced |
| Henshaw Capital LLC | 1,167 | $262.2K | 0.02% | +282+31.9% | 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 |
| First Citizens Bank & Trust Co | 1,105 | $248.0K | 0.01% | +13+1.2% | Added |
| 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 |
| Wetherby Asset Management Inc | 1,062 | $239.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,035 | $233.0K | 0.03% | +1,035 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,000 | $225.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,000 | $224.0K | 0.06% | +1,000 | New |
| HighTower Advisors, LLC | 967 | $221.0K | 0.00% | +50+5.5% | Added |
| CIBC Asset Management Inc | 975 | $219.0K | 0.00% | +15+1.6% | Added |
| Meritage Portfolio Management | 969 | $218.0K | 0.01% | −820−45.8% | Reduced |
| 6 Meridian | 964 | $217.0K | 0.02% | +964 | New |
| Advisory Services Network, LLC | 902 | $203.0K | 0.01% | −43−4.6% | Reduced |
| Captrust Financial Advisors | 807 | $181.0K | 0.00% | −477−37.1% | Reduced |
| Agf Investments Inc. | 800 | $180.0K | 0.00% | +24+3.1% | Added |
| Arlington Partners LLC | 660 | $148.0K | 0.04% | 00.0% | Unchanged |
| Eaton Vance Management | 1,817 | $145.0K | 0.00% | +196+12.1% | Added |
| Duncker Streett & Co Inc | 619 | $139.0K | 0.03% | −4,633−88.2% | Reduced |
| Simplex Trading, LLC | 533 | $123.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 533 | $120.0K | 0.00% | +198+59.1% | Added |
| Northwestern Mutual Wealth Management Co | 450 | $101.0K | 0.00% | +450 | New |
| Cubist Systematic Strategies, LLC | 418 | $94.0K | 0.00% | −1,161−73.5% | Reduced |
| Vestcor Inc | 397 | $89.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 293 | $66.0K | 0.00% | −40−12.0% | Reduced |
| Meeder Asset Management Inc | 287 | $64.0K | 0.00% | +9+3.2% | Added |
| Harbor Investment Advisory, LLC | 227 | $51.0K | 0.01% | +56+32.7% | Added |
| O'Shaughnessy Asset Management, LLC | 212 | $48.0K | 0.00% | +83+64.3% | Added |
| Reilly Financial Advisors, LLC | 200 | $45.0K | 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 |
| Harbour Investments, Inc. | 185 | $42.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 168 | $38.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 136 | $31.0K | 0.00% | +37+37.4% | Added |
| Parallel Advisors, LLC | 110 | $25.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 81 | $17.0K | 0.00% | −79−49.4% | Reduced |
| Rockefeller Capital Management L.P. | 69 | $15.0K | 0.00% | +2+3.0% | Added |
| 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 |
| Smithfield Trust Co | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 31 | $6.96K | 0.00% | −7,041−99.6% | Reduced |
| 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 |
| Massmutual Trust Co FSB | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 21 | $4.73K | 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 |
| Jones Financial Companies LLLP | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| American Portfolios Advisors | 4 | $899 | 0.00% | −15−78.9% | Reduced |
| Raffa Wealth Management, LLC | 2 | $449 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1 | $0 | 0.00% | +1 | New |
| 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 |