Helen of Troy Ltd

HELE

Exchange: Nasdaq
Industry: Electric Housewares & Fans
SEC CIK: 0000916789

SEC filings (opens in a new tab)

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.

Q4 2021 vs. Q3 2021

How the institutions holding Helen of Troy Ltd changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of HELE: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	281	1	291	+11
Shares	25.6M	26	25.3M	−270.5K (−1.1%)
Value	$5.75B	$6.00K	$6.18B	+$438.1M (+7.6%)

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Helen of Troy Ltd at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to HELE in Q4 2021
Institution	Shares	Value	% of portfolio
Allspring Global Investments Holdings, LLC	1,075,886	$263.0M	0.29%
Advantage Alpha Capital Partners LP	22,419	$5.48M	0.78%
Yousif Capital Management, LLC	12,655	$3.09M	0.03%
CWM, LLC	7,635	$1.87M	0.01%
Congress Wealth Management LLC	4,108	$1.00M	0.02%
Gsa Capital Partners LLP	3,770	$922.0K	0.12%
Susquehanna International Group, LLP	3,543	$866.0K	0.00%
Virtu Financial LLC	2,970	$726.0K	0.07%
Lindenwold Advisors	2,630	$643.0K	0.38%
Paloma Partners Management Co	2,610	$638.0K	0.02%
Campbell & CO Investment Adviser LLC	1,636	$400.0K	0.14%
Centiva Capital, LP	1,294	$316.0K	0.02%
GWM Advisors LLC	1,181	$288.0K	0.00%
Magnetar Financial LLC	1,092	$267.0K	0.00%
Coldstream Capital Management Inc	1,088	$266.0K	0.01%
Avantax Advisory Services, Inc.	1,059	$259.0K	0.00%
Y-Intercept (Hong Kong) Ltd	979	$239.0K	0.06%
Commonwealth Equity Services, LLC	874	$213.0K	0.00%
Jefferies Group LLC	826	$201.9K	0.00%
Aquatic Capital Management LLC	300	$73.0K	0.14%
Umb Bank N A	87	$21.0K	0.00%
Snowden Capital Advisors LLC	61	$14.0K	0.00%
Quent Capital, LLC	24	$6.00K	0.00%
Fortitude Advisory Group L.L.C.	16	$4.00K	0.00%
JFS Wealth Advisors, LLC	6	$1.00K	0.00%
SRS Capital Advisors, Inc.	3	$1.00K	0.00%
Schubert & Co	5	$1.00K	0.00%
Sutton Wealth Advisors Inc.	3	$733	0.00%

Sold out (17)

Institutions that held Helen of Troy Ltd at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of HELE in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Landscape Capital Management, L.L.C.	43,393	$9.75M
NFJ Investment Group, LLC	10,557	$2.37M
Chevy Chase Trust Holdings, Inc.	9,784	$2.20M
Ergoteles LLC	6,462	$1.45M
CastleArk Alternatives, LLC	5,110	$1.15M
Marshall Wace, LLP	4,180	$939.0K
Quadrature Capital Ltd	2,776	$625.0K
Fort, L.P.	2,001	$450.0K
Qube Research & Technologies Ltd	1,283	$288.0K
Meritage Portfolio Management	969	$218.0K
O'Shaughnessy Asset Management, LLC	212	$48.0K
Harbour Investments, Inc.	185	$42.0K
Clearstead Advisors, LLC	60	$13.0K
Creative Financial Designs Inc	16	$4.00K
Dark Forest Capital Management LP	11	$2.00K
Quadrant Capital Group LLC	3	$1.00K
PEAK6 Investments LLC	3	$1.00K

Not filed for Q4 2021 yet (1)

Institutions that held Helen of Troy Ltd at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HELE in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Heritage Wealth Management, LLC	26	$6.00K