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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 2,028 | $496.0K | 0.00% | +741+57.6% | Added |
| HSBC Holdings PLC | 2,054 | $503.0K | 0.00% | +929+82.6% | Added |
| Brinker Capital Investments, LLC | 2,061 | $504.0K | 0.01% | +47+2.3% | Added |
| Profund Advisors LLC | 2,109 | $516.0K | 0.02% | +72+3.5% | Added |
| Crossmark Global Holdings, Inc. | 2,123 | $519.0K | 0.01% | −910−30.0% | Reduced |
| Securian Asset Management, Inc | 2,147 | $525.0K | 0.01% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,205 | $539.0K | 0.04% | +22+1.0% | Added |
| Blueshift Asset Management, LLC | 2,204 | $539.0K | 0.05% | +650+41.8% | Added |
| HGK Asset Management Inc | 2,375 | $581.0K | 0.18% | −552−18.9% | Reduced |
| Mountain Capital Investment Advisors, Inc | 2,631 | $600.0K | 0.27% | +417+18.8% | Added |
| Pacer Advisors, Inc. | 2,538 | $620.0K | 0.01% | +30+1.2% | Added |
| Exchange Traded Concepts, LLC | 2,595 | $634.0K | 0.01% | +45+1.8% | Added |
| Paloma Partners Management Co | 2,610 | $638.0K | 0.02% | +2,610 | New |
| Lindenwold Advisors | 2,630 | $643.0K | 0.38% | +2,630 | New |
| Oppenheimer Asset Management Inc. | 2,669 | $652.0K | 0.01% | +498+22.9% | Added |
| Blair William & Co | 2,690 | $658.0K | 0.00% | −1,104−29.1% | Reduced |
| STRS Ohio | 2,800 | $684.0K | 0.00% | +200+7.7% | Added |
| Prudential Financial Inc | 3,031 | $709.0K | 0.00% | −530−14.9% | Reduced |
| Virtu Financial LLC | 2,970 | $726.0K | 0.07% | +2,970 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,985 | $730.0K | 0.00% | +547+22.4% | Added |
| Smith, Salley & Associates | 3,054 | $747.0K | 0.05% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 3,136 | $767.0K | 0.00% | +1,186+60.8% | Added |
| Burney Co | 3,206 | $784.0K | 0.03% | −2−0.1% | Reduced |
| Pinnacle Associates Ltd | 3,240 | $792.0K | 0.01% | 00.0% | Unchanged |
| Aurora Investment Counsel | 3,248 | $794.0K | 0.47% | +35+1.1% | Added |
| The PNC Financial Services Group, Inc. | 3,290 | $805.0K | 0.00% | −319−8.8% | Reduced |
| AGF Investments LLC | 3,432 | $839.0K | 0.07% | +776+29.2% | Added |
| State of Alaska, Department of Revenue | 3,500 | $855.0K | 0.01% | −205−5.5% | Reduced |
| Beck Mack & Oliver LLC | 3,500 | $856.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,504 | $857.0K | 0.00% | +16+0.5% | Added |
| Cubic Asset Management, LLC | 3,543 | $866.0K | 0.20% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,543 | $866.0K | 0.00% | +3,543 | New |
| Federated Hermes, Inc. | 3,583 | $876.0K | 0.00% | −74−2.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,614 | $884.0K | 0.03% | +373+11.5% | Added |
| Teachers Retirement System of the State of Kentucky | 3,640 | $890.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 3,705 | $906.0K | 0.01% | −32−0.9% | Reduced |
| Gsa Capital Partners LLP | 3,770 | $922.0K | 0.12% | +3,770 | New |
| Keybank National Association | 3,834 | $937.0K | 0.00% | −290−7.0% | Reduced |
| Bank of Nova Scotia | 4,018 | $982.0K | 0.00% | +1,690+72.6% | Added |
| Congress Wealth Management LLC | 4,108 | $1.00M | 0.02% | +4,108 | New |
| Voloridge Investment Management, LLC | 4,151 | $1.01M | 0.01% | −1,563−27.4% | Reduced |
| Janney Montgomery Scott LLC | 4,326 | $1.06M | 0.00% | +591+15.8% | Added |
| Jane Street Group, LLC | 4,385 | $1.07M | 0.00% | −2,559−36.9% | Reduced |
| Illinois Municipal Retirement Fund | 4,575 | $1.12M | 0.03% | +1,260+38.0% | Added |
| Millennium Management LLC | 4,596 | $1.12M | 0.00% | −21,687−82.5% | Reduced |
| Teacher Retirement System of Texas | 4,644 | $1.14M | 0.01% | +707+18.0% | Added |
| Handelsbanken Fonder AB | 4,651 | $1.14M | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,772 | $1.17M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 4,795 | $1.17M | 0.00% | +2,556+114.2% | Added |
| New Mexico Educational Retirement Board | 5,100 | $1.25M | 0.04% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 5,200 | $1.27M | 0.01% | +3,900+300.0% | Added |
| HRT Financial LP | 5,245 | $1.28M | 0.01% | −21,326−80.3% | Reduced |
| Commerce Bank | 5,464 | $1.33M | 0.01% | +748+15.9% | Added |
| Nisa Investment Advisors, LLC | 6,500 | $1.36M | 0.01% | −120−1.8% | Reduced |
| Stifel Financial Corp | 5,855 | $1.43M | 0.00% | +410+7.5% | Added |
| Baird Financial Group, Inc. | 5,879 | $1.44M | 0.00% | −7,720−56.8% | Reduced |
| State of Michigan Retirement System | 6,083 | $1.49M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 6,200 | $1.52M | 0.03% | +100+1.6% | Added |
| Thrivent Financial for Lutherans | 6,362 | $1.55M | 0.00% | +63+1.0% | Added |
| Arizona State Retirement System | 6,486 | $1.59M | 0.01% | −174−2.6% | Reduced |
| Holocene Advisors, LP | 6,725 | $1.64M | 0.01% | −5,586−45.4% | Reduced |
| US Bancorp | 6,849 | $1.67M | 0.00% | −121−1.7% | Reduced |
| M&T Bank Corp | 6,917 | $1.69M | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,136 | $1.74M | 0.00% | +3,213+81.9% | Added |
| Pier 88 Investment Partners LLC | 7,150 | $1.75M | 0.37% | +1,740+32.2% | Added |
| Congress Asset Management Co | 7,190 | $1.76M | 0.01% | +283+4.1% | Added |
| ProShare Advisors LLC | 7,521 | $1.84M | 0.00% | +2,664+54.8% | Added |
| Summit Global Investments | 7,526 | $1.84M | 0.12% | +1,214+19.2% | Added |
| Sit Investment Associates Inc | 7,530 | $1.84M | 0.04% | +375+5.2% | Added |
| Citigroup Inc | 7,564 | $1.85M | 0.00% | +3,388+81.1% | Added |
| CWM, LLC | 7,635 | $1.87M | 0.01% | +7,635 | New |
| Oregon Public Employees Retirement Fund | 7,837 | $1.92M | 0.02% | −386−4.7% | Reduced |
| Oarsman Capital, Inc. | 7,850 | $1.92M | 0.76% | −35−0.4% | Reduced |
| Ensign Peak Advisors, Inc | 7,997 | $1.96M | 0.00% | −11,540−59.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,000 | $1.96M | 0.02% | +38+0.5% | Added |
| State Board of Administration of Florida Retirement System | 8,012 | $1.96M | 0.00% | −321−3.9% | Reduced |
| Ameritas Investment Partners, Inc. | 8,270 | $2.02M | 0.07% | 00.0% | Unchanged |
| Natixis | 8,300 | $2.03M | 0.01% | −2,200−21.0% | Reduced |
| Whittier Trust Co | 8,383 | $2.05M | 0.03% | +251+3.1% | Added |
| Dynamic Technology Lab Private Ltd | 8,735 | $2.13M | 0.24% | +4,005+84.7% | Added |
| AQR Capital Management LLC | 8,778 | $2.15M | 0.00% | −852−8.8% | Reduced |
| AlphaCrest Capital Management LLC | 8,957 | $2.19M | 0.08% | +1,216+15.7% | Added |
| Azzad Asset Management Inc | 9,289 | $2.27M | 0.30% | −436−4.5% | Reduced |
| Metropolitan Life Insurance Co | 9,943 | $2.43M | 0.03% | −262−2.6% | Reduced |
| Martingale Asset Management L P | 10,057 | $2.46M | 0.03% | −500−4.7% | Reduced |
| Hancock Whitney Corp | 10,107 | $2.47M | 0.08% | −48−0.5% | Reduced |
| First Trust Advisors LP | 10,189 | $2.49M | 0.00% | −11,018−52.0% | Reduced |
| Envestnet Asset Management Inc | 11,173 | $2.73M | 0.00% | +336+3.1% | Added |
| SEI Investments Co | 12,763 | $3.04M | 0.01% | +509+4.2% | Added |
| State of Tennessee, Treasury Department | 12,490 | $3.05M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 12,655 | $3.09M | 0.03% | +12,655 | New |
| Aviva PLC | 12,987 | $3.17M | 0.01% | −830−6.0% | Reduced |
| Capital International Inc | 13,267 | $3.24M | 0.03% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 13,454 | $3.29M | 0.01% | −1,192−8.1% | Reduced |
| Citadel Advisors LLC | 13,581 | $3.32M | 0.00% | +7,541+124.9% | Added |
| RMB Capital Management, LLC | 13,663 | $3.34M | 0.10% | −30.0% | Reduced |
| Raymond James & Associates | 16,618 | $4.06M | 0.00% | −902−5.1% | Reduced |
| Amalgamated Bank | 17,185 | $4.20M | 0.03% | +78+0.5% | Added |
| New York State Common Retirement Fund | 17,395 | $4.25M | 0.00% | +41+0.2% | Added |
| Texas Permanent School Fund | 17,472 | $4.27M | 0.05% | −355−2.0% | Reduced |