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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |