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, Q4 2021
Institutional positions in Helen of Troy Ltd as of Dec 31, 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
- 291
- +11 vs. Q3 2021
- Shares held
- 25.3M
- −270.5K (−1.1%) vs. Q3 2021
- Total value
- $6.18B
- +$438.1M (+7.6%) vs. Q3 2021
- New holders
- 28
- 105 more added
- Sold out
- 17
- 98 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,576,360 | $629.8M | 0.02% | +23,720+0.9% | Added |
| Vanguard Group Inc | 2,293,075 | $560.6M | 0.01% | +13,024+0.6% | Added |
| FMR LLC | 1,938,383 | $473.9M | 0.03% | −209,252−9.7% | Reduced |
| Capital Research Global Investors | 1,599,132 | $390.9M | 0.09% | −166,442−9.4% | Reduced |
| Capital International Investors | 1,416,328 | $346.3M | 0.07% | +388,569+37.8% | Added |
| JPMorgan Chase & Co | 1,378,747 | $337.1M | 0.04% | +95,539+7.4% | Added |
| Cooke & Bieler LP | 1,358,991 | $332.2M | 2.86% | +7,980+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,075,886 | $263.0M | 0.29% | +1,075,886 | New |
| Capital World Investors | 781,000 | $190.9M | 0.03% | +61,000+8.5% | Added |
| State Street Corp | 742,742 | $181.6M | 0.01% | +14,315+2.0% | Added |
| Dimensional Fund Advisors LP | 611,350 | $149.5M | 0.05% | −11,120−1.8% | Reduced |
| Janus Henderson Group PLC | 536,470 | $131.1M | 0.05% | +2,473+0.5% | Added |
| William Blair Investment Management, LLC | 455,407 | $111.3M | 0.30% | −330,882−42.1% | Reduced |
| Fisher Asset Management, LLC | 433,905 | $106.1M | 0.06% | −10,865−2.4% | Reduced |
| Geode Capital Management, LLC | 429,685 | $105.0M | 0.01% | +9,570+2.3% | Added |
| Snyder Capital Management L P | 404,302 | $98.8M | 2.39% | +424+0.1% | Added |
| Victory Capital Management Inc | 349,544 | $85.5M | 0.08% | −45,628−11.5% | Reduced |
| Northern Trust Corp | 343,655 | $84.0M | 0.01% | −5,515−1.6% | Reduced |
| Macquarie Group Ltd | 304,694 | $74.5M | 0.06% | −5,065−1.6% | Reduced |
| Bank of New York Mellon Corp | 291,740 | $71.3M | 0.01% | −4,951−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 283,543 | $69.3M | 0.02% | +4,547+1.6% | Added |
| Neumeier Poma Investment Counsel LLC | 253,688 | $62.0M | 3.46% | +2,600+1.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 205,714 | $50.3M | 0.29% | +6,643+3.3% | Added |
| Bank of America Corp | 177,221 | $43.3M | 0.00% | +1,792+1.0% | Added |
| Lord, Abbett & Co. LLC | 175,805 | $43.0M | 0.10% | +33,762+23.8% | Added |
| Norges Bank | 171,768 | $42.0M | 0.01% | +42,854+33.2% | Added |
| Price T Rowe Associates Inc | 164,830 | $40.3M | 0.00% | −96,018−36.8% | Reduced |
| Loomis Sayles & Co L P | 163,102 | $39.9M | 0.05% | −55,731−25.5% | Reduced |
| Goldman Sachs Group Inc | 152,414 | $37.3M | 0.01% | +30,465+25.0% | Added |
| Anchor Capital Advisors LLC | 150,780 | $36.9M | 0.73% | −1,861−1.2% | Reduced |
| FIL Ltd | 148,487 | $36.3M | 0.04% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 135,360 | $33.1M | 0.27% | −160.0% | Reduced |
| Public Employees Retirement Association of Colorado | 118,468 | $29.0M | 0.12% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 115,386 | $28.2M | 0.24% | −217−0.2% | Reduced |
| Cardinal Capital Management LLC | 110,187 | $26.9M | 0.64% | −369−0.3% | Reduced |
| Brown Advisory Inc | 104,213 | $25.5M | 0.03% | −21,344−17.0% | Reduced |
| Nuveen Asset Management, LLC | 94,443 | $23.1M | 0.01% | −5,784−5.8% | Reduced |
| Point72 Asset Management, L.P. | 90,300 | $22.1M | 0.10% | +25,100+38.5% | Added |
| Wells Fargo & Company | 89,098 | $21.8M | 0.01% | −1,066,591−92.3% | Reduced |
| Morgan Stanley | 85,052 | $20.8M | 0.00% | −14,175−14.3% | Reduced |
| Principal Financial Group Inc | 84,473 | $20.7M | 0.01% | −2,019−2.3% | Reduced |
| Systematic Financial Management LP | 84,125 | $20.6M | 0.61% | −5,925−6.6% | Reduced |
| Wedge Capital Management L L P | 81,426 | $19.9M | 0.25% | −6,481−7.4% | Reduced |
| Creative Planning | 79,094 | $19.3M | 0.03% | +170.0% | Added |
| British Columbia Investment Management Corp | 73,500 | $18.0M | 0.10% | 00.0% | Unchanged |
| Rhumbline Advisers | 72,345 | $17.7M | 0.02% | +501+0.7% | Added |
| WCM Investment Management, LLC | 71,156 | $17.4M | 0.04% | +6,699+10.4% | Added |
| Lazard Asset Management LLC | 65,074 | $15.9M | 0.02% | −22,239−25.5% | Reduced |
| Eagle Asset Management Inc | 64,869 | $15.8M | 0.07% | −5,429−7.7% | Reduced |
| UBS Asset Management Americas Inc | 59,212 | $14.5M | 0.01% | −657−1.1% | Reduced |
| Parametric Portfolio Associates LLC | 59,157 | $14.5M | 0.01% | +470+0.8% | Added |
| Glenmede Trust Co NA | 59,116 | $14.4M | 0.07% | −71−0.1% | Reduced |
| Alliancebernstein L.P. | 58,794 | $14.4M | 0.01% | +132+0.2% | Added |
| Legal & General Group Plc | 58,423 | $14.3M | 0.00% | −232−0.4% | Reduced |
| Polen Capital Management LLC | 57,592 | $14.1M | 0.02% | +11,347+24.5% | Added |
| Invesco Ltd. | 54,920 | $13.4M | 0.00% | −14,007−20.3% | Reduced |
| Ameriprise Financial Inc | 54,897 | $13.4M | 0.00% | −1,049−1.9% | Reduced |
| Kennedy Capital Management, Inc. | 54,512 | $13.3M | 0.28% | +9,664+21.5% | Added |
| Russell Investments Group, Ltd. | 54,509 | $13.3M | 0.02% | −91−0.2% | Reduced |
| California Public Employees Retirement System | 53,772 | $13.1M | 0.01% | −1,393−2.5% | Reduced |
| American International Group, Inc. | 53,355 | $13.0M | 0.07% | −1,075−2.0% | Reduced |
| Swiss National Bank | 53,000 | $13.0M | 0.01% | −1,000−1.9% | Reduced |
| Bridgewater Associates, LP | 50,032 | $12.2M | 0.07% | +3,521+7.6% | Added |
| Voya Investment Management LLC | 48,692 | $11.9M | 0.02% | +39,256+416.0% | Added |
| Balyasny Asset Management LLC | 47,272 | $11.6M | 0.05% | −21,441−31.2% | Reduced |
| Royal Bank of Canada | 46,551 | $11.4M | 0.00% | −8,766−15.8% | Reduced |
| Deutsche Bank AG | 43,090 | $10.5M | 0.00% | +548+1.3% | Added |
| Ziegler Capital Management, LLC | 42,989 | $10.5M | 0.38% | +8,604+25.0% | Added |
| Man Group plc | 40,955 | $10.0M | 0.03% | +12,257+42.7% | Added |
| Manufacturers Life Insurance Company, The | 38,843 | $9.50M | 0.01% | −614−1.6% | Reduced |
| Barclays PLC | 33,941 | $8.30M | 0.01% | +3,619+11.9% | Added |
| California State Teachers Retirement System | 33,488 | $8.19M | 0.01% | +418+1.3% | Added |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 32,018 | $7.83M | 0.86% | −6,810−17.5% | Reduced |
| Retirement Systems of Alabama | 31,594 | $7.72M | 0.03% | −41,809−57.0% | Reduced |
| Comerica Bank | 35,601 | $7.61M | 0.06% | −160.0% | Reduced |
| New York State Teachers Retirement System | 26,791 | $6.55M | 0.01% | +2,442+10.0% | Added |
| Amundi | 27,732 | $6.33M | 0.00% | −565−2.0% | Reduced |
| Neuberger Berman Group LLC | 25,056 | $6.03M | 0.00% | +5,861+30.5% | Added |
| LPL Financial LLC | 24,531 | $6.00M | 0.01% | −37−0.2% | Reduced |
| James Investment Research Inc | 23,352 | $5.71M | 0.52% | −379−1.6% | Reduced |
| EULAV Asset Management | 23,000 | $5.63M | 0.14% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 22,419 | $5.48M | 0.78% | +22,419 | New |
| Mutual of America Capital Management LLC | 21,577 | $5.28M | 0.05% | +325+1.5% | Added |
| UBS Group AG | 21,279 | $5.20M | 0.00% | +10,778+102.6% | Added |
| Credit Suisse AG | 20,899 | $5.11M | 0.00% | −2,286−9.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 20,369 | $4.98M | 1.18% | +488+2.5% | Added |
| MetLife Investment Management | 20,056 | $4.90M | 0.04% | +115+0.6% | Added |
| Argent Capital Management LLC | 19,462 | $4.76M | 0.14% | +271+1.4% | Added |
| Tudor Investment Corp Et Al | 19,241 | $4.70M | 0.09% | +12,148+171.3% | Added |
| Castleark Management LLC | 18,660 | $4.56M | 0.17% | +13,550+265.2% | Added |
| SG Americas Securities, LLC | 18,253 | $4.46M | 0.03% | +5,542+43.6% | Added |
| Texas Permanent School Fund | 17,472 | $4.27M | 0.05% | −355−2.0% | Reduced |
| New York State Common Retirement Fund | 17,395 | $4.25M | 0.00% | +41+0.2% | Added |
| Amalgamated Bank | 17,185 | $4.20M | 0.03% | +78+0.5% | Added |
| Raymond James & Associates | 16,618 | $4.06M | 0.00% | −902−5.1% | Reduced |
| RMB Capital Management, LLC | 13,663 | $3.34M | 0.10% | −30.0% | Reduced |
| Citadel Advisors LLC | 13,581 | $3.32M | 0.00% | +7,541+124.9% | Added |
| State of New Jersey Common Pension Fund D | 13,454 | $3.29M | 0.01% | −1,192−8.1% | Reduced |
| Capital International Inc | 13,267 | $3.24M | 0.03% | 00.0% | Unchanged |
| Aviva PLC | 12,987 | $3.17M | 0.01% | −830−6.0% | Reduced |