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, Q1 2022
Institutional positions in Helen of Troy Ltd as of Mar 31, 2022. 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
- 278
- −10 vs. Q4 2021
- Shares held
- 25.2M
- −60.8K (−0.2%) vs. Q4 2021
- Total value
- $4.94B
- −$1.24B (−20.0%) vs. Q4 2021
- New holders
- 31
- 92 more added
- Sold out
- 41
- 106 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,591,291 | $507.5M | 0.01% | +14,931+0.6% | Added |
| Vanguard Group Inc | 2,316,796 | $453.7M | 0.01% | +23,721+1.0% | Added |
| FMR LLC | 2,039,173 | $399.4M | 0.03% | +100,790+5.2% | Added |
| Capital Research Global Investors | 1,490,665 | $291.9M | 0.07% | −108,467−6.8% | Reduced |
| Cooke & Bieler LP | 1,463,173 | $286.5M | 2.51% | +104,182+7.7% | Added |
| JPMorgan Chase & Co | 1,423,441 | $278.8M | 0.04% | +44,694+3.2% | Added |
| Capital International Investors | 1,415,596 | $277.2M | 0.06% | −732−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,110,903 | $217.6M | 0.27% | +35,017+3.3% | Added |
| Capital World Investors | 881,000 | $172.5M | 0.03% | +100,000+12.8% | Added |
| State Street Corp | 756,999 | $148.3M | 0.01% | +14,257+1.9% | Added |
| Dimensional Fund Advisors LP | 610,948 | $119.7M | 0.04% | −402−0.1% | Reduced |
| Janus Henderson Group PLC | 489,138 | $95.8M | 0.05% | −47,332−8.8% | Reduced |
| Geode Capital Management, LLC | 445,480 | $87.2M | 0.01% | +15,795+3.7% | Added |
| William Blair Investment Management, LLC | 438,380 | $85.9M | 0.26% | −17,027−3.7% | Reduced |
| Fisher Asset Management, LLC | 426,100 | $83.4M | 0.05% | −7,805−1.8% | Reduced |
| Snyder Capital Management L P | 394,040 | $77.2M | 1.96% | −10,262−2.5% | Reduced |
| Macquarie Group Ltd | 337,704 | $66.1M | 0.06% | +33,010+10.8% | Added |
| Northern Trust Corp | 329,669 | $64.6M | 0.01% | −13,986−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 297,109 | $58.2M | 0.02% | +13,566+4.8% | Added |
| Bank of New York Mellon Corp | 290,390 | $56.9M | 0.01% | −1,350−0.5% | Reduced |
| Victory Capital Management Inc | 286,528 | $56.2M | 0.06% | −63,016−18.0% | Reduced |
| Neumeier Poma Investment Counsel LLC | 229,263 | $44.9M | 3.01% | −24,425−9.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 206,346 | $40.4M | 0.24% | +632+0.3% | Added |
| Cardinal Capital Management LLC | 181,640 | $35.6M | 0.90% | +71,453+64.8% | Added |
| Norges Bank | 179,819 | $35.2M | 0.01% | +8,051+4.7% | Added |
| Lord, Abbett & Co. LLC | 172,188 | $33.7M | 0.09% | −3,617−2.1% | Reduced |
| Loomis Sayles & Co L P | 168,447 | $33.0M | 0.04% | +5,345+3.3% | Added |
| Bank of America Corp | 166,315 | $32.6M | 0.00% | −10,906−6.2% | Reduced |
| FIL Ltd | 153,487 | $30.1M | 0.03% | +5,000+3.4% | Added |
| Anchor Capital Advisors LLC | 150,940 | $29.6M | 0.63% | +160+0.1% | Added |
| Boston Trust Walden Corp | 137,508 | $26.9M | 0.22% | +2,148+1.6% | Added |
| Brown Advisory Inc | 136,890 | $26.8M | 0.04% | +32,677+31.4% | Added |
| Price T Rowe Associates Inc | 125,022 | $24.5M | 0.00% | −39,808−24.2% | Reduced |
| Public Employees Retirement Association of Colorado | 118,159 | $23.1M | 0.10% | −309−0.3% | Reduced |
| GW&K Investment Management, LLC | 115,042 | $22.5M | 0.20% | −344−0.3% | Reduced |
| Nuveen Asset Management, LLC | 89,833 | $18.6M | 0.01% | −4,610−4.9% | Reduced |
| Balyasny Asset Management LLC | 94,177 | $18.4M | 0.08% | +46,905+99.2% | Added |
| Lazard Asset Management LLC | 87,518 | $17.1M | 0.02% | +22,444+34.5% | Added |
| Principal Financial Group Inc | 84,112 | $16.5M | 0.01% | −361−0.4% | Reduced |
| Systematic Financial Management LP | 83,917 | $16.4M | 0.51% | −208−0.2% | Reduced |
| Wedge Capital Management L L P | 81,570 | $16.0M | 0.22% | +144+0.2% | Added |
| Creative Planning | 79,267 | $15.5M | 0.02% | +173+0.2% | Added |
| WCM Investment Management, LLC | 78,312 | $15.3M | 0.04% | +7,156+10.1% | Added |
| British Columbia Investment Management Corp | 73,500 | $14.4M | 0.09% | 00.0% | Unchanged |
| Rhumbline Advisers | 72,926 | $14.3M | 0.02% | +581+0.8% | Added |
| Kennedy Capital Management, Inc. | 69,135 | $13.5M | 0.32% | +14,623+26.8% | Added |
| Parametric Portfolio Associates LLC | 65,374 | $12.8M | 0.01% | +6,217+10.5% | Added |
| Eagle Asset Management Inc | 65,201 | $12.8M | 0.07% | +332+0.5% | Added |
| Bridgewater Associates, LP | 65,094 | $12.7M | 0.05% | +15,062+30.1% | Added |
| Wells Fargo & Company | 62,839 | $12.3M | 0.00% | −26,259−29.5% | Reduced |
| Alliancebernstein L.P. | 57,256 | $11.2M | 0.00% | −1,538−2.6% | Reduced |
| Legal & General Group Plc | 57,164 | $11.2M | 0.00% | −1,259−2.2% | Reduced |
| Swiss National Bank | 57,100 | $11.2M | 0.01% | +4,100+7.7% | Added |
| Ameriprise Financial Inc | 56,147 | $11.0M | 0.00% | +1,250+2.3% | Added |
| Glenmede Trust Co NA | 54,972 | $10.8M | 0.05% | −4,144−7.0% | Reduced |
| Russell Investments Group, Ltd. | 54,958 | $10.8M | 0.02% | +449+0.8% | Added |
| California Public Employees Retirement System | 54,048 | $10.6M | 0.01% | +276+0.5% | Added |
| American International Group, Inc. | 52,606 | $10.3M | 0.06% | −749−1.4% | Reduced |
| Invesco Ltd. | 51,518 | $10.1M | 0.00% | −3,402−6.2% | Reduced |
| Goldman Sachs Group Inc | 45,690 | $8.95M | 0.00% | −106,724−70.0% | Reduced |
| Ziegler Capital Management, LLC | 42,482 | $8.32M | 0.35% | −507−1.2% | Reduced |
| Royal Bank of Canada | 41,424 | $8.11M | 0.00% | −5,127−11.0% | Reduced |
| Morgan Stanley | 40,580 | $7.95M | 0.00% | −44,472−52.3% | Reduced |
| Deutsche Bank AG | 39,790 | $7.79M | 0.00% | −3,300−7.7% | Reduced |
| Man Group plc | 39,369 | $7.71M | 0.03% | −1,586−3.9% | Reduced |
| Comerica Bank | 35,581 | $7.59M | 0.06% | −20−0.1% | Reduced |
| Retirement Systems of Alabama | 31,671 | $6.20M | 0.02% | +77+0.2% | Added |
| UBS Asset Management Americas Inc | 31,544 | $6.18M | 0.00% | −27,668−46.7% | Reduced |
| California State Teachers Retirement System | 30,832 | $6.04M | 0.01% | −2,656−7.9% | Reduced |
| Polen Capital Management LLC | 30,498 | $5.97M | 0.01% | −27,094−47.0% | Reduced |
| Manufacturers Life Insurance Company, The | 29,420 | $5.76M | 0.00% | −9,423−24.3% | Reduced |
| MetLife Investment Management | 28,038 | $5.49M | 0.04% | +7,982+39.8% | Added |
| New York State Teachers Retirement System | 26,791 | $5.25M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 26,671 | $5.22M | 0.00% | +1,615+6.4% | Added |
| Castleark Management LLC | 26,310 | $5.15M | 0.22% | +7,650+41.0% | Added |
| LPL Financial LLC | 24,840 | $4.87M | 0.00% | +309+1.3% | Added |
| Advantage Alpha Capital Partners LP | 23,766 | $4.65M | 0.70% | +1,347+6.0% | Added |
| Amundi | 24,195 | $4.64M | 0.00% | −3,537−12.8% | Reduced |
| EULAV Asset Management | 23,000 | $4.50M | 0.13% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 22,011 | $4.31M | 0.05% | +434+2.0% | Added |
| Credit Suisse AG | 21,098 | $4.13M | 0.00% | +199+1.0% | Added |
| Hamilton Point Investment Advisors, LLC | 20,823 | $4.08M | 1.05% | +454+2.2% | Added |
| Intrinsic Edge Capital Management LLC | 20,000 | $3.92M | 0.31% | +20,000 | New |
| RK Capital Management, LLC | 19,555 | $3.83M | 0.76% | +19,555 | New |
| Holocene Advisors, LP | 18,645 | $3.65M | 0.02% | +11,920+177.2% | Added |
| SEI Investments Co | 18,278 | $3.59M | 0.01% | +5,515+43.2% | Added |
| GHP Investment Advisors, Inc. | 18,303 | $3.58M | 0.24% | +18,303 | New |
| New York State Common Retirement Fund | 17,200 | $3.37M | 0.00% | −195−1.1% | Reduced |
| Texas Permanent School Fund | 17,112 | $3.35M | 0.05% | −360−2.1% | Reduced |
| Citadel Advisors LLC | 16,955 | $3.32M | 0.00% | +3,374+24.8% | Added |
| Pinnacle Associates Ltd | 16,565 | $3.24M | 0.06% | +13,325+411.3% | Added |
| Amalgamated Bank | 16,401 | $3.21M | 0.02% | −784−4.6% | Reduced |
| Amalgamated Financial Corp. | 16,401 | $3.21M | 0.03% | +16,401 | New |
| Gladstone Institutional Advisory LLC | 15,186 | $2.97M | 0.20% | +15,186 | New |
| RMB Capital Management, LLC | 13,663 | $2.68M | 0.08% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 13,454 | $2.63M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 13,422 | $2.63M | 0.01% | +6,505+94.0% | Added |
| Yousif Capital Management, LLC | 13,172 | $2.58M | 0.03% | +517+4.1% | Added |
| Aviva PLC | 12,987 | $2.54M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 12,490 | $2.45M | 0.01% | 00.0% | Unchanged |