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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| Ci Investments Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $489 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3 | $733 | 0.00% | +3 | New |
| American Portfolios Advisors | 4 | $978 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| SRS Capital Advisors, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Schubert & Co | 5 | $1.00K | 0.00% | +5 | New |
| Versant Capital Management, Inc | 9 | $2.00K | 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 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16 | $4.00K | 0.00% | +16 | New |
| Massmutual Trust Co FSB | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 21 | $5.13K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 24 | $6.00K | 0.00% | +24 | New |
| Prestige Wealth Management Group LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 31 | $7.58K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 40 | $10.0K | 0.00% | +24+150.0% | Added |
| Smithfield Trust Co | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 61 | $14.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 61 | $14.0K | 0.00% | +61 | New |
| Proequities, Inc. | 60 | $15.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 60 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 81 | $19.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 87 | $21.0K | 0.00% | +87 | New |
| IFP Advisors, Inc | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 110 | $26.0K | 0.00% | +41+59.4% | Added |
| Parallel Advisors, LLC | 110 | $27.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 136 | $33.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 168 | $41.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 192 | $47.0K | 0.00% | −3−1.5% | Reduced |
| Reilly Financial Advisors, LLC | 200 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 197 | $49.0K | 0.00% | −1−0.5% | Reduced |
| Harbor Investment Advisory, LLC | 227 | $55.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 293 | $72.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 299 | $73.0K | 0.01% | +12+4.2% | Added |
| Aquatic Capital Management LLC | 300 | $73.0K | 0.14% | +300 | New |
| Vestcor Inc | 357 | $87.0K | 0.00% | −40−10.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 450 | $110.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 539 | $132.0K | 0.00% | +6+1.1% | Added |
| Captrust Financial Advisors | 591 | $144.0K | 0.00% | −216−26.8% | Reduced |
| Arlington Partners LLC | 660 | $161.0K | 0.04% | 00.0% | Unchanged |
| Jefferies Group LLC | 826 | $201.9K | 0.00% | +826 | New |
| Commonwealth Equity Services, LLC | 874 | $213.0K | 0.00% | +874 | New |
| Advisory Services Network, LLC | 909 | $222.0K | 0.01% | +7+0.8% | Added |
| CIBC Asset Management Inc | 961 | $235.0K | 0.00% | −14−1.4% | Reduced |
| 6 Meridian | 970 | $237.0K | 0.02% | +6+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 979 | $239.0K | 0.06% | +979 | New |
| SOA Wealth Advisors, LLC. | 1,000 | $242.0K | 0.06% | 00.0% | Unchanged |
| CWM Advisors, LLC | 994 | $243.0K | 0.03% | −41−4.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,000 | $244.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,015 | $248.0K | 0.01% | −47−4.4% | Reduced |
| HighTower Advisors, LLC | 1,049 | $256.0K | 0.00% | +82+8.5% | Added |
| Avantax Advisory Services, Inc. | 1,059 | $259.0K | 0.00% | +1,059 | New |
| Rice Hall James & Associates, LLC | 1,078 | $264.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,088 | $266.0K | 0.01% | +1,088 | New |
| Magnetar Financial LLC | 1,092 | $267.0K | 0.00% | +1,092 | New |
| First Citizens Bank & Trust Co | 1,106 | $270.0K | 0.01% | +1+0.1% | Added |
| Cim Investment Mangement Inc | 1,129 | $276.0K | 0.08% | 00.0% | Unchanged |
| Henshaw Capital LLC | 1,167 | $285.3K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,181 | $288.0K | 0.00% | +1,181 | New |
| Mercer Global Advisors Inc | 1,188 | $290.0K | 0.00% | +15+1.3% | Added |
| IMA Wealth, Inc. | 1,201 | $294.0K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,228 | $300.0K | 0.00% | −60−4.7% | Reduced |
| Cetera Investment Advisers | 1,264 | $309.0K | 0.00% | −1−0.1% | Reduced |
| Shelton Capital Management | 1,277 | $312.0K | 0.01% | −75−5.5% | Reduced |
| Centiva Capital, LP | 1,294 | $316.0K | 0.02% | +1,294 | New |
| Van Hulzen Asset Management, LLC | 1,367 | $334.0K | 0.04% | +290+26.9% | Added |
| Mackenzie Financial Corp | 1,400 | $342.0K | 0.00% | +18+1.3% | Added |
| State of Wyoming | 1,451 | $354.0K | 0.16% | −68−4.5% | Reduced |
| Intrust Bank NA | 1,456 | $356.0K | 0.04% | −114−7.3% | Reduced |
| Sadoff Investment Management LLC | 1,460 | $357.0K | 0.02% | 00.0% | Unchanged |
| Advisor Partners LLC | 1,461 | $358.0K | 0.02% | −3−0.2% | Reduced |
| First Hawaiian Bank | 1,490 | $364.0K | 0.01% | 00.0% | Unchanged |
| Agf Investments Inc. | 1,496 | $366.0K | 0.00% | +696+87.0% | Added |
| Simplex Trading, LLC | 1,504 | $367.0K | 0.01% | +971+182.2% | Added |
| Gotham Asset Management, LLC | 1,563 | $382.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 1,600 | $391.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,636 | $400.0K | 0.14% | +1,636 | New |
| Strong Tower Advisory Services | 1,654 | $404.0K | 0.22% | +412+33.2% | Added |
| Wolverine Trading, LLC | 1,674 | $407.0K | 0.01% | −651−28.0% | Reduced |
| Pathstone Family Office, LLC | 1,700 | $416.0K | 0.01% | +100+6.3% | Added |
| Cubist Systematic Strategies, LLC | 1,807 | $442.0K | 0.00% | +1,389+332.3% | Added |
| Eaton Vance Management | 1,814 | $444.0K | 0.00% | −3−0.2% | Reduced |
| Bank of Montreal | 1,836 | $449.0K | 0.00% | −585−24.2% | Reduced |
| Duncker Streett & Co Inc | 1,850 | $452.0K | 0.08% | +1,231+198.9% | Added |
| Guggenheim Capital LLC | 1,854 | $453.0K | 0.00% | −3,051−62.2% | Reduced |
| Public Employees Retirement System of Ohio | 1,874 | $458.0K | 0.00% | +150+8.7% | Added |
| Tower Research Capital LLC (TRC) | 1,878 | $459.0K | 0.01% | −568−23.2% | Reduced |
| Pflug Koory, LLC | 1,910 | $467.0K | 0.24% | −15−0.8% | Reduced |
| Veritable, L.P. | 1,933 | $473.0K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,980 | $484.0K | 0.01% | +577+41.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $489.0K | 0.21% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,018 | $493.0K | 0.01% | +788+64.1% | Added |