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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 18,253 | $4.46M | 0.03% | +5,542+43.6% | Added |
| Castleark Management LLC | 18,660 | $4.56M | 0.17% | +13,550+265.2% | Added |
| Tudor Investment Corp Et Al | 19,241 | $4.70M | 0.09% | +12,148+171.3% | Added |
| Argent Capital Management LLC | 19,462 | $4.76M | 0.14% | +271+1.4% | Added |
| MetLife Investment Management | 20,056 | $4.90M | 0.04% | +115+0.6% | Added |
| Hamilton Point Investment Advisors, LLC | 20,369 | $4.98M | 1.18% | +488+2.5% | Added |
| Credit Suisse AG | 20,899 | $5.11M | 0.00% | −2,286−9.9% | Reduced |
| UBS Group AG | 21,279 | $5.20M | 0.00% | +10,778+102.6% | Added |
| Mutual of America Capital Management LLC | 21,577 | $5.28M | 0.05% | +325+1.5% | Added |
| Advantage Alpha Capital Partners LP | 22,419 | $5.48M | 0.78% | +22,419 | New |
| EULAV Asset Management | 23,000 | $5.63M | 0.14% | 00.0% | Unchanged |
| James Investment Research Inc | 23,352 | $5.71M | 0.52% | −379−1.6% | Reduced |
| LPL Financial LLC | 24,531 | $6.00M | 0.01% | −37−0.2% | Reduced |
| Neuberger Berman Group LLC | 25,056 | $6.03M | 0.00% | +5,861+30.5% | Added |
| Amundi | 27,732 | $6.33M | 0.00% | −565−2.0% | Reduced |
| New York State Teachers Retirement System | 26,791 | $6.55M | 0.01% | +2,442+10.0% | Added |
| Comerica Bank | 35,601 | $7.61M | 0.06% | −160.0% | Reduced |
| Retirement Systems of Alabama | 31,594 | $7.72M | 0.03% | −41,809−57.0% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 32,018 | $7.83M | 0.86% | −6,810−17.5% | Reduced |
| California State Teachers Retirement System | 33,488 | $8.19M | 0.01% | +418+1.3% | Added |
| Barclays PLC | 33,941 | $8.30M | 0.01% | +3,619+11.9% | Added |
| Manufacturers Life Insurance Company, The | 38,843 | $9.50M | 0.01% | −614−1.6% | Reduced |
| Man Group plc | 40,955 | $10.0M | 0.03% | +12,257+42.7% | Added |
| Ziegler Capital Management, LLC | 42,989 | $10.5M | 0.38% | +8,604+25.0% | Added |
| Deutsche Bank AG | 43,090 | $10.5M | 0.00% | +548+1.3% | Added |
| Royal Bank of Canada | 46,551 | $11.4M | 0.00% | −8,766−15.8% | Reduced |
| Balyasny Asset Management LLC | 47,272 | $11.6M | 0.05% | −21,441−31.2% | Reduced |
| Voya Investment Management LLC | 48,692 | $11.9M | 0.02% | +39,256+416.0% | Added |
| Bridgewater Associates, LP | 50,032 | $12.2M | 0.07% | +3,521+7.6% | Added |
| Swiss National Bank | 53,000 | $13.0M | 0.01% | −1,000−1.9% | Reduced |
| American International Group, Inc. | 53,355 | $13.0M | 0.07% | −1,075−2.0% | Reduced |
| California Public Employees Retirement System | 53,772 | $13.1M | 0.01% | −1,393−2.5% | Reduced |
| Russell Investments Group, Ltd. | 54,509 | $13.3M | 0.02% | −91−0.2% | Reduced |
| Kennedy Capital Management, Inc. | 54,512 | $13.3M | 0.28% | +9,664+21.5% | Added |
| Ameriprise Financial Inc | 54,897 | $13.4M | 0.00% | −1,049−1.9% | Reduced |
| Invesco Ltd. | 54,920 | $13.4M | 0.00% | −14,007−20.3% | Reduced |
| Polen Capital Management LLC | 57,592 | $14.1M | 0.02% | +11,347+24.5% | Added |
| Legal & General Group Plc | 58,423 | $14.3M | 0.00% | −232−0.4% | Reduced |
| Alliancebernstein L.P. | 58,794 | $14.4M | 0.01% | +132+0.2% | Added |
| Glenmede Trust Co NA | 59,116 | $14.4M | 0.07% | −71−0.1% | Reduced |
| Parametric Portfolio Associates LLC | 59,157 | $14.5M | 0.01% | +470+0.8% | Added |
| UBS Asset Management Americas Inc | 59,212 | $14.5M | 0.01% | −657−1.1% | Reduced |
| Eagle Asset Management Inc | 64,869 | $15.8M | 0.07% | −5,429−7.7% | Reduced |
| Lazard Asset Management LLC | 65,074 | $15.9M | 0.02% | −22,239−25.5% | Reduced |
| WCM Investment Management, LLC | 71,156 | $17.4M | 0.04% | +6,699+10.4% | Added |
| Rhumbline Advisers | 72,345 | $17.7M | 0.02% | +501+0.7% | Added |
| British Columbia Investment Management Corp | 73,500 | $18.0M | 0.10% | 00.0% | Unchanged |
| Creative Planning | 79,094 | $19.3M | 0.03% | +170.0% | Added |
| Wedge Capital Management L L P | 81,426 | $19.9M | 0.25% | −6,481−7.4% | Reduced |
| Systematic Financial Management LP | 84,125 | $20.6M | 0.61% | −5,925−6.6% | Reduced |
| Principal Financial Group Inc | 84,473 | $20.7M | 0.01% | −2,019−2.3% | Reduced |
| Morgan Stanley | 85,052 | $20.8M | 0.00% | −14,175−14.3% | Reduced |
| Wells Fargo & Company | 89,098 | $21.8M | 0.01% | −1,066,591−92.3% | Reduced |
| Point72 Asset Management, L.P. | 90,300 | $22.1M | 0.10% | +25,100+38.5% | Added |
| Nuveen Asset Management, LLC | 94,443 | $23.1M | 0.01% | −5,784−5.8% | Reduced |
| Brown Advisory Inc | 104,213 | $25.5M | 0.03% | −21,344−17.0% | Reduced |
| Cardinal Capital Management LLC | 110,187 | $26.9M | 0.64% | −369−0.3% | Reduced |
| GW&K Investment Management, LLC | 115,386 | $28.2M | 0.24% | −217−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 118,468 | $29.0M | 0.12% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 135,360 | $33.1M | 0.27% | −160.0% | Reduced |
| FIL Ltd | 148,487 | $36.3M | 0.04% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 150,780 | $36.9M | 0.73% | −1,861−1.2% | Reduced |
| Goldman Sachs Group Inc | 152,414 | $37.3M | 0.01% | +30,465+25.0% | Added |
| Loomis Sayles & Co L P | 163,102 | $39.9M | 0.05% | −55,731−25.5% | Reduced |
| Price T Rowe Associates Inc | 164,830 | $40.3M | 0.00% | −96,018−36.8% | Reduced |
| Norges Bank | 171,768 | $42.0M | 0.01% | +42,854+33.2% | Added |
| Lord, Abbett & Co. LLC | 175,805 | $43.0M | 0.10% | +33,762+23.8% | Added |
| Bank of America Corp | 177,221 | $43.3M | 0.00% | +1,792+1.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 205,714 | $50.3M | 0.29% | +6,643+3.3% | Added |
| Neumeier Poma Investment Counsel LLC | 253,688 | $62.0M | 3.46% | +2,600+1.0% | Added |
| Charles Schwab Investment Management Inc | 283,543 | $69.3M | 0.02% | +4,547+1.6% | Added |
| Bank of New York Mellon Corp | 291,740 | $71.3M | 0.01% | −4,951−1.7% | Reduced |
| Macquarie Group Ltd | 304,694 | $74.5M | 0.06% | −5,065−1.6% | Reduced |
| Northern Trust Corp | 343,655 | $84.0M | 0.01% | −5,515−1.6% | Reduced |
| Victory Capital Management Inc | 349,544 | $85.5M | 0.08% | −45,628−11.5% | Reduced |
| Snyder Capital Management L P | 404,302 | $98.8M | 2.39% | +424+0.1% | Added |
| Geode Capital Management, LLC | 429,685 | $105.0M | 0.01% | +9,570+2.3% | Added |
| Fisher Asset Management, LLC | 433,905 | $106.1M | 0.06% | −10,865−2.4% | Reduced |
| William Blair Investment Management, LLC | 455,407 | $111.3M | 0.30% | −330,882−42.1% | Reduced |
| Janus Henderson Group PLC | 536,470 | $131.1M | 0.05% | +2,473+0.5% | Added |
| Dimensional Fund Advisors LP | 611,350 | $149.5M | 0.05% | −11,120−1.8% | Reduced |
| State Street Corp | 742,742 | $181.6M | 0.01% | +14,315+2.0% | Added |
| Capital World Investors | 781,000 | $190.9M | 0.03% | +61,000+8.5% | Added |
| Allspring Global Investments Holdings, LLC | 1,075,886 | $263.0M | 0.29% | +1,075,886 | New |
| Cooke & Bieler LP | 1,358,991 | $332.2M | 2.86% | +7,980+0.6% | Added |
| JPMorgan Chase & Co | 1,378,747 | $337.1M | 0.04% | +95,539+7.4% | Added |
| Capital International Investors | 1,416,328 | $346.3M | 0.07% | +388,569+37.8% | Added |
| Capital Research Global Investors | 1,599,132 | $390.9M | 0.09% | −166,442−9.4% | Reduced |
| FMR LLC | 1,938,383 | $473.9M | 0.03% | −209,252−9.7% | Reduced |
| Vanguard Group Inc | 2,293,075 | $560.6M | 0.01% | +13,024+0.6% | Added |
| BlackRock Inc. | 2,576,360 | $629.8M | 0.02% | +23,720+0.9% | Added |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −43,393−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −10,557−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −9,784−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −6,462−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −5,110−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,180−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,776−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −2,001−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,283−100.0% | Sold out |