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