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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 12,655 | $3.09M | 0.03% | +12,655 | New |
| State of Tennessee, Treasury Department | 12,490 | $3.05M | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 12,763 | $3.04M | 0.01% | +509+4.2% | Added |
| Envestnet Asset Management Inc | 11,173 | $2.73M | 0.00% | +336+3.1% | Added |
| First Trust Advisors LP | 10,189 | $2.49M | 0.00% | −11,018−52.0% | Reduced |
| Hancock Whitney Corp | 10,107 | $2.47M | 0.08% | −48−0.5% | Reduced |
| Martingale Asset Management L P | 10,057 | $2.46M | 0.03% | −500−4.7% | Reduced |
| Metropolitan Life Insurance Co | 9,943 | $2.43M | 0.03% | −262−2.6% | Reduced |
| Azzad Asset Management Inc | 9,289 | $2.27M | 0.30% | −436−4.5% | Reduced |
| AlphaCrest Capital Management LLC | 8,957 | $2.19M | 0.08% | +1,216+15.7% | Added |
| AQR Capital Management LLC | 8,778 | $2.15M | 0.00% | −852−8.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,735 | $2.13M | 0.24% | +4,005+84.7% | Added |
| Whittier Trust Co | 8,383 | $2.05M | 0.03% | +251+3.1% | Added |
| Natixis | 8,300 | $2.03M | 0.01% | −2,200−21.0% | Reduced |
| Ameritas Investment Partners, Inc. | 8,270 | $2.02M | 0.07% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 8,012 | $1.96M | 0.00% | −321−3.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,000 | $1.96M | 0.02% | +38+0.5% | Added |
| Ensign Peak Advisors, Inc | 7,997 | $1.96M | 0.00% | −11,540−59.1% | Reduced |
| Oarsman Capital, Inc. | 7,850 | $1.92M | 0.76% | −35−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 7,837 | $1.92M | 0.02% | −386−4.7% | Reduced |
| CWM, LLC | 7,635 | $1.87M | 0.01% | +7,635 | New |
| Citigroup Inc | 7,564 | $1.85M | 0.00% | +3,388+81.1% | Added |
| Sit Investment Associates Inc | 7,530 | $1.84M | 0.04% | +375+5.2% | Added |
| Summit Global Investments | 7,526 | $1.84M | 0.12% | +1,214+19.2% | Added |
| ProShare Advisors LLC | 7,521 | $1.84M | 0.00% | +2,664+54.8% | Added |
| Congress Asset Management Co | 7,190 | $1.76M | 0.01% | +283+4.1% | Added |
| Pier 88 Investment Partners LLC | 7,150 | $1.75M | 0.37% | +1,740+32.2% | Added |
| BNP Paribas Arbitrage, SA | 7,136 | $1.74M | 0.00% | +3,213+81.9% | Added |
| M&T Bank Corp | 6,917 | $1.69M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,849 | $1.67M | 0.00% | −121−1.7% | Reduced |
| Holocene Advisors, LP | 6,725 | $1.64M | 0.01% | −5,586−45.4% | Reduced |
| Arizona State Retirement System | 6,486 | $1.59M | 0.01% | −174−2.6% | Reduced |
| Thrivent Financial for Lutherans | 6,362 | $1.55M | 0.00% | +63+1.0% | Added |
| Louisiana State Employees Retirement System | 6,200 | $1.52M | 0.03% | +100+1.6% | Added |
| State of Michigan Retirement System | 6,083 | $1.49M | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,879 | $1.44M | 0.00% | −7,720−56.8% | Reduced |
| Stifel Financial Corp | 5,855 | $1.43M | 0.00% | +410+7.5% | Added |
| Nisa Investment Advisors, LLC | 6,500 | $1.36M | 0.01% | −120−1.8% | Reduced |
| Commerce Bank | 5,464 | $1.33M | 0.01% | +748+15.9% | Added |
| HRT Financial LP | 5,245 | $1.28M | 0.01% | −21,326−80.3% | Reduced |
| Virginia Retirement Systems Et Al | 5,200 | $1.27M | 0.01% | +3,900+300.0% | Added |
| New Mexico Educational Retirement Board | 5,100 | $1.25M | 0.04% | 00.0% | Unchanged |
| American Century Companies Inc | 4,795 | $1.17M | 0.00% | +2,556+114.2% | Added |
| Panagora Asset Management Inc | 4,772 | $1.17M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 4,651 | $1.14M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,644 | $1.14M | 0.01% | +707+18.0% | Added |
| Millennium Management LLC | 4,596 | $1.12M | 0.00% | −21,687−82.5% | Reduced |
| Illinois Municipal Retirement Fund | 4,575 | $1.12M | 0.03% | +1,260+38.0% | Added |
| Jane Street Group, LLC | 4,385 | $1.07M | 0.00% | −2,559−36.9% | Reduced |
| Janney Montgomery Scott LLC | 4,326 | $1.06M | 0.00% | +591+15.8% | Added |
| Voloridge Investment Management, LLC | 4,151 | $1.01M | 0.01% | −1,563−27.4% | Reduced |
| Congress Wealth Management LLC | 4,108 | $1.00M | 0.02% | +4,108 | New |
| Bank of Nova Scotia | 4,018 | $982.0K | 0.00% | +1,690+72.6% | Added |
| Keybank National Association | 3,834 | $937.0K | 0.00% | −290−7.0% | Reduced |
| Gsa Capital Partners LLP | 3,770 | $922.0K | 0.12% | +3,770 | New |
| Xponance, Inc. | 3,705 | $906.0K | 0.01% | −32−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,640 | $890.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,614 | $884.0K | 0.03% | +373+11.5% | Added |
| Federated Hermes, Inc. | 3,583 | $876.0K | 0.00% | −74−2.0% | Reduced |
| 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 |
| Advisor Group Holdings, Inc. | 3,504 | $857.0K | 0.00% | +16+0.5% | Added |
| Beck Mack & Oliver LLC | 3,500 | $856.0K | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,500 | $855.0K | 0.01% | −205−5.5% | Reduced |
| AGF Investments LLC | 3,432 | $839.0K | 0.07% | +776+29.2% | Added |
| The PNC Financial Services Group, Inc. | 3,290 | $805.0K | 0.00% | −319−8.8% | Reduced |
| Aurora Investment Counsel | 3,248 | $794.0K | 0.47% | +35+1.1% | Added |
| Pinnacle Associates Ltd | 3,240 | $792.0K | 0.01% | 00.0% | Unchanged |
| Burney Co | 3,206 | $784.0K | 0.03% | −2−0.1% | Reduced |
| First Republic Investment Management, Inc. | 3,136 | $767.0K | 0.00% | +1,186+60.8% | Added |
| Smith, Salley & Associates | 3,054 | $747.0K | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,985 | $730.0K | 0.00% | +547+22.4% | Added |
| Virtu Financial LLC | 2,970 | $726.0K | 0.07% | +2,970 | New |
| Prudential Financial Inc | 3,031 | $709.0K | 0.00% | −530−14.9% | Reduced |
| STRS Ohio | 2,800 | $684.0K | 0.00% | +200+7.7% | Added |
| Blair William & Co | 2,690 | $658.0K | 0.00% | −1,104−29.1% | Reduced |
| Oppenheimer Asset Management Inc. | 2,669 | $652.0K | 0.01% | +498+22.9% | Added |
| Lindenwold Advisors | 2,630 | $643.0K | 0.38% | +2,630 | New |
| Paloma Partners Management Co | 2,610 | $638.0K | 0.02% | +2,610 | New |
| Exchange Traded Concepts, LLC | 2,595 | $634.0K | 0.01% | +45+1.8% | Added |
| Pacer Advisors, Inc. | 2,538 | $620.0K | 0.01% | +30+1.2% | Added |
| Mountain Capital Investment Advisors, Inc | 2,631 | $600.0K | 0.27% | +417+18.8% | Added |
| HGK Asset Management Inc | 2,375 | $581.0K | 0.18% | −552−18.9% | Reduced |
| 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 |
| Securian Asset Management, Inc | 2,147 | $525.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,123 | $519.0K | 0.01% | −910−30.0% | Reduced |
| Profund Advisors LLC | 2,109 | $516.0K | 0.02% | +72+3.5% | Added |
| Brinker Capital Investments, LLC | 2,061 | $504.0K | 0.01% | +47+2.3% | Added |
| HSBC Holdings PLC | 2,054 | $503.0K | 0.00% | +929+82.6% | Added |
| Canada Pension Plan Investment Board | 2,028 | $496.0K | 0.00% | +741+57.6% | Added |
| TownSquare Capital, LLC | 2,018 | $493.0K | 0.01% | +788+64.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $489.0K | 0.21% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,980 | $484.0K | 0.01% | +577+41.1% | Added |
| Veritable, L.P. | 1,933 | $473.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,910 | $467.0K | 0.24% | −15−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,878 | $459.0K | 0.01% | −568−23.2% | Reduced |
| Public Employees Retirement System of Ohio | 1,874 | $458.0K | 0.00% | +150+8.7% | Added |
| Guggenheim Capital LLC | 1,854 | $453.0K | 0.00% | −3,051−62.2% | Reduced |
| Duncker Streett & Co Inc | 1,850 | $452.0K | 0.08% | +1,231+198.9% | Added |