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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Glassman Wealth Services | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $392 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 4 | $783 | 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 |
| SRS Capital Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Aua Capital Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Cordant, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| FourThought Financial, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Fortitude Advisory Group L.L.C. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 14 | $3.00K | 0.00% | +14 | New |
| Northwestern Mutual Wealth Management Co | 22 | $4.00K | 0.00% | −428−95.1% | Reduced |
| Global Financial Private Client, LLC | 21 | $4.20K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 26 | $5.00K | 0.00% | +26 | New |
| First Horizon Advisors, Inc. | 32 | $6.00K | 0.00% | −49−60.5% | Reduced |
| JFS Wealth Advisors, LLC | 32 | $6.00K | 0.00% | +26+433.3% | Added |
| Kelly Financial Services LLC | 31 | $6.07K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 36 | $7.00K | 0.00% | +36 | New |
| Sandy Spring Bank | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 42 | $8.00K | 0.00% | +42 | New |
| Smithfield Trust Co | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 61 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 58 | $12.0K | 0.00% | −78−57.4% | Reduced |
| Nomura Asset Management Co Ltd | 70 | $13.7K | 0.00% | +70 | New |
| Umb Bank N A | 87 | $17.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 100 | $19.6K | 0.00% | +100 | New |
| IFP Advisors, Inc | 116 | $20.0K | 0.00% | +16+16.0% | Added |
| Parallel Advisors, LLC | 110 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 118 | $23.0K | 0.00% | −74−38.5% | Reduced |
| Rockefeller Capital Management L.P. | 164 | $32.0K | 0.00% | +54+49.1% | Added |
| Assetmark, Inc | 168 | $33.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 196 | $38.0K | 0.00% | −97−33.1% | Reduced |
| Bessemer Group Inc | 198 | $39.0K | 0.00% | +1+0.5% | Added |
| TD Private Client Wealth LLC | 209 | $40.9K | 0.00% | +209 | New |
| Harbor Investment Advisory, LLC | 227 | $44.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 281 | $55.0K | 0.00% | −18−6.0% | Reduced |
| Tower Research Capital LLC (TRC) | 624 | $122.0K | 0.00% | −1,254−66.8% | Reduced |
| Van Eck Associates Corp | 624 | $122.0K | 0.00% | +85+15.8% | Added |
| Arlington Partners LLC | 660 | $129.0K | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 874 | $171.0K | 0.00% | +283+47.9% | Added |
| SOA Wealth Advisors, LLC. | 1,000 | $195.0K | 0.05% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,032 | $202.0K | 0.01% | −46−4.3% | Reduced |
| Prelude Capital Management, LLC | 1,064 | $208.0K | 0.01% | +1,064 | New |
| Susquehanna International Group, LLP | 1,117 | $219.0K | 0.00% | −2,426−68.5% | Reduced |
| First Citizens Bank & Trust Co | 1,127 | $221.0K | 0.01% | +21+1.9% | Added |
| Advisor Group Holdings, Inc. | 3,407 | $222.0K | 0.00% | −97−2.8% | Reduced |
| Quantamental Technologies LLC | 1,138 | $223.0K | 0.13% | +1,138 | New |
| Cetera Investment Advisers | 1,150 | $225.0K | 0.00% | −114−9.0% | Reduced |
| Henshaw Capital LLC | 1,167 | $228.5K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,201 | $235.0K | 0.05% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,203 | $236.0K | 0.03% | +209+21.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,224 | $240.0K | 0.00% | −4−0.3% | Reduced |
| HSBC Holdings PLC | 1,228 | $242.0K | 0.00% | −826−40.2% | Reduced |
| Shelton Capital Management | 1,277 | $250.0K | 0.01% | 00.0% | Unchanged |
| Advisor Partners LLC | 1,320 | $259.0K | 0.02% | −141−9.7% | Reduced |
| Intrust Bank NA | 1,381 | $270.0K | 0.03% | −75−5.2% | Reduced |
| Mackenzie Financial Corp | 1,380 | $270.0K | 0.00% | −20−1.4% | Reduced |
| Duncker Streett & Co Inc | 1,423 | $279.0K | 0.06% | −427−23.1% | Reduced |
| Twin Tree Management, LP | 1,427 | $279.0K | 0.01% | +1,427 | New |
| Sadoff Investment Management LLC | 1,460 | $286.0K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,490 | $292.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,507 | $295.1K | 0.01% | −8,436−84.8% | Reduced |
| State of Wyoming | 1,509 | $296.0K | 0.15% | +58+4.0% | Added |
| Gotham Asset Management, LLC | 1,546 | $303.0K | 0.01% | −17−1.1% | Reduced |
| Van Hulzen Asset Management, LLC | 1,578 | $309.0K | 0.03% | +211+15.4% | Added |
| Pictet Asset Management SA | 1,600 | $313.0K | 0.00% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 1,672 | $327.0K | 0.17% | +18+1.1% | Added |
| Hazlett, Burt & Watson, Inc. | 1,750 | $343.0K | 0.27% | +1,750 | New |
| Keybank National Association | 1,784 | $349.0K | 0.00% | −2,050−53.5% | Reduced |
| Guggenheim Capital LLC | 1,797 | $352.0K | 0.00% | −57−3.1% | Reduced |
| Smith, Salley & Associates | 1,818 | $356.0K | 0.03% | −1,236−40.5% | Reduced |
| Profund Advisors LLC | 1,831 | $359.0K | 0.02% | −278−13.2% | Reduced |
| MQS Management LLC | 1,854 | $363.0K | 0.30% | +1,854 | New |
| Brinker Capital Investments, LLC | 1,898 | $372.0K | 0.01% | −163−7.9% | Reduced |
| Pflug Koory, LLC | 1,910 | $374.0K | 0.19% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,924 | $377.0K | 0.03% | +1,924 | New |
| Oppenheimer Asset Management Inc. | 1,939 | $379.0K | 0.01% | −730−27.4% | Reduced |
| Veritable, L.P. | 1,936 | $379.0K | 0.01% | +3+0.2% | Added |
| FDx Advisors, Inc. | 1,953 | $382.0K | 0.01% | −27−1.4% | Reduced |
| AlphaCrest Capital Management LLC | 1,961 | $384.0K | 0.02% | −6,996−78.1% | Reduced |
| Public Employees Retirement System of Ohio | 1,971 | $386.0K | 0.00% | +97+5.2% | Added |
| Bank of Montreal | 1,886 | $386.0K | 0.00% | +50+2.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $391.7K | 0.18% | 00.0% | Unchanged |
| Burney Co | 2,097 | $411.0K | 0.02% | −1,109−34.6% | Reduced |
| Crossmark Global Holdings, Inc. | 2,113 | $414.0K | 0.01% | −10−0.5% | Reduced |
| Securian Asset Management, Inc | 2,147 | $420.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 2,156 | $423.0K | 0.00% | −5,408−71.5% | Reduced |
| Baird Financial Group, Inc. | 2,172 | $425.0K | 0.00% | −3,707−63.1% | Reduced |