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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 2,207 | $432.0K | 0.00% | +400+22.1% | Added |
| Pathstone Family Office, LLC | 1,900 | $433.0K | 0.01% | +200+11.8% | Added |
| Janney Capital Management LLC | 2,222 | $435.0K | 0.03% | +17+0.8% | Added |
| HGK Asset Management Inc | 2,388 | $468.0K | 0.15% | +13+0.5% | Added |
| TownSquare Capital, LLC | 2,540 | $497.0K | 0.01% | +522+25.9% | Added |
| First Republic Investment Management, Inc. | 2,564 | $502.0K | 0.00% | −572−18.2% | Reduced |
| Argent Capital Management LLC | 2,586 | $506.0K | 0.02% | −16,876−86.7% | Reduced |
| Blair William & Co | 2,625 | $514.0K | 0.00% | −65−2.4% | Reduced |
| STRS Ohio | 2,700 | $528.0K | 0.00% | −100−3.6% | Reduced |
| Blueshift Asset Management, LLC | 2,703 | $529.0K | 0.05% | +499+22.6% | Added |
| Dynamic Technology Lab Private Ltd | 2,790 | $546.0K | 0.06% | −5,945−68.1% | Reduced |
| Prudential Financial Inc | 2,792 | $547.0K | 0.00% | −239−7.9% | Reduced |
| Lindenwold Advisors | 2,791 | $547.0K | 0.34% | +161+6.1% | Added |
| Tudor Investment Corp Et Al | 2,834 | $555.0K | 0.01% | −16,407−85.3% | Reduced |
| Exchange Traded Concepts, LLC | 2,891 | $566.0K | 0.01% | +296+11.4% | Added |
| Aurora Investment Counsel | 3,203 | $627.0K | 0.40% | −45−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,219 | $630.0K | 0.00% | +234+7.8% | Added |
| State of Alaska, Department of Revenue | 3,400 | $665.0K | 0.01% | −100−2.9% | Reduced |
| Federated Hermes, Inc. | 3,425 | $671.0K | 0.00% | −158−4.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,440 | $674.0K | 0.01% | −200−5.5% | Reduced |
| Handelsbanken Fonder AB | 3,451 | $676.0K | 0.00% | −1,200−25.8% | Reduced |
| Beck Mack & Oliver LLC | 3,500 | $685.0K | 0.02% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 3,543 | $694.0K | 0.16% | 00.0% | Unchanged |
| UBS Group AG | 3,600 | $705.0K | 0.00% | −17,679−83.1% | Reduced |
| The PNC Financial Services Group, Inc. | 3,615 | $707.0K | 0.00% | +325+9.9% | Added |
| Xponance, Inc. | 3,670 | $718.0K | 0.01% | −35−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 3,901 | $764.0K | 0.00% | −3,235−45.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,900 | $764.0K | 0.11% | +3,900 | New |
| Commerce Bank | 3,923 | $768.0K | 0.01% | −1,541−28.2% | Reduced |
| Janney Montgomery Scott LLC | 4,083 | $800.0K | 0.00% | −243−5.6% | Reduced |
| Zacks Investment Management | 4,104 | $804.0K | 0.01% | +4,104 | New |
| Whittier Trust Co of Nevada Inc | 4,261 | $834.0K | 0.03% | +647+17.9% | Added |
| Panagora Asset Management Inc | 4,265 | $835.0K | 0.00% | −507−10.6% | Reduced |
| Jane Street Group, LLC | 4,461 | $874.0K | 0.00% | +76+1.7% | Added |
| Illinois Municipal Retirement Fund | 4,575 | $896.0K | 0.03% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 4,621 | $905.0K | 0.01% | +4,621 | New |
| Millennium Management LLC | 4,749 | $930.0K | 0.00% | +153+3.3% | Added |
| Congress Wealth Management LLC | 4,778 | $936.0K | 0.02% | +670+16.3% | Added |
| Duality Advisers, LP | 4,893 | $958.0K | 0.10% | +4,893 | New |
| Teacher Retirement System of Texas | 5,030 | $985.0K | 0.01% | +386+8.3% | Added |
| New Mexico Educational Retirement Board | 5,100 | $999.0K | 0.04% | 00.0% | Unchanged |
| Barclays PLC | 5,250 | $1.03M | 0.00% | −28,691−84.5% | Reduced |
| Boulder Hill Capital Management LP | 5,300 | $1.04M | 0.56% | +5,300 | New |
| SG Americas Securities, LLC | 5,379 | $1.05M | 0.01% | −12,874−70.5% | Reduced |
| Stifel Financial Corp | 5,845 | $1.15M | 0.00% | −10−0.2% | Reduced |
| Eaton Vance Management | 5,915 | $1.16M | 0.00% | +4,101+226.1% | Added |
| State of Michigan Retirement System | 6,127 | $1.20M | 0.01% | +44+0.7% | Added |
| Thrivent Financial for Lutherans | 6,307 | $1.24M | 0.00% | −55−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 6,422 | $1.26M | 0.01% | −78−1.2% | Reduced |
| ProShare Advisors LLC | 6,449 | $1.26M | 0.00% | −1,072−14.3% | Reduced |
| Arizona State Retirement System | 6,522 | $1.28M | 0.01% | +36+0.6% | Added |
| CWM, LLC | 6,550 | $1.28M | 0.01% | −1,085−14.2% | Reduced |
| US Bancorp | 6,707 | $1.31M | 0.00% | −142−2.1% | Reduced |
| Louisiana State Employees Retirement System | 6,300 | $1.34M | 0.03% | +100+1.6% | Added |
| Sit Investment Associates Inc | 7,530 | $1.48M | 0.04% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 7,560 | $1.48M | 0.53% | +410+5.7% | Added |
| State Board of Administration of Florida Retirement System | 7,672 | $1.50M | 0.00% | −340−4.2% | Reduced |
| Oregon Public Employees Retirement Fund | 7,698 | $1.51M | 0.02% | −139−1.8% | Reduced |
| Summit Global Investments | 7,784 | $1.52M | 0.11% | +258+3.4% | Added |
| Ensign Peak Advisors, Inc | 7,997 | $1.57M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,270 | $1.62M | 0.06% | 00.0% | Unchanged |
| Natixis | 8,303 | $1.63M | 0.01% | +30.0% | Added |
| AQR Capital Management LLC | 8,318 | $1.63M | 0.00% | −460−5.2% | Reduced |
| Oarsman Capital, Inc. | 8,440 | $1.65M | 0.65% | +590+7.5% | Added |
| First Trust Advisors LP | 8,698 | $1.70M | 0.00% | −1,491−14.6% | Reduced |
| Congress Asset Management Co | 8,751 | $1.71M | 0.01% | +1,561+21.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,846 | $1.73M | 0.02% | +846+10.6% | Added |
| Raymond James & Associates | 8,873 | $1.74M | 0.00% | −7,745−46.6% | Reduced |
| Whittier Trust Co | 8,901 | $1.74M | 0.03% | +518+6.2% | Added |
| Voya Investment Management LLC | 9,303 | $1.82M | 0.00% | −39,389−80.9% | Reduced |
| Azzad Asset Management Inc | 9,403 | $1.84M | 0.27% | +114+1.2% | Added |
| Squarepoint Ops LLC | 9,677 | $1.90M | 0.01% | +9,677 | New |
| Hancock Whitney Corp | 9,885 | $1.94M | 0.07% | −222−2.2% | Reduced |
| Virginia Retirement Systems Et Al | 10,000 | $1.96M | 0.02% | +4,800+92.3% | Added |
| Martingale Asset Management L P | 10,157 | $1.99M | 0.03% | +100+1.0% | Added |
| James Investment Research Inc | 11,093 | $2.17M | 0.23% | −12,259−52.5% | Reduced |
| Envestnet Asset Management Inc | 11,245 | $2.20M | 0.00% | +72+0.6% | Added |
| Capital International Inc | 11,890 | $2.33M | 0.03% | −1,377−10.4% | Reduced |
| State of Tennessee, Treasury Department | 12,490 | $2.45M | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 12,987 | $2.54M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 13,172 | $2.58M | 0.03% | +517+4.1% | Added |
| M&T Bank Corp | 13,422 | $2.63M | 0.01% | +6,505+94.0% | Added |
| State of New Jersey Common Pension Fund D | 13,454 | $2.63M | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 13,663 | $2.68M | 0.08% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 15,186 | $2.97M | 0.20% | +15,186 | New |
| Amalgamated Bank | 16,401 | $3.21M | 0.02% | −784−4.6% | Reduced |
| Amalgamated Financial Corp. | 16,401 | $3.21M | 0.03% | +16,401 | New |
| Pinnacle Associates Ltd | 16,565 | $3.24M | 0.06% | +13,325+411.3% | Added |
| Citadel Advisors LLC | 16,955 | $3.32M | 0.00% | +3,374+24.8% | Added |
| Texas Permanent School Fund | 17,112 | $3.35M | 0.05% | −360−2.1% | Reduced |
| New York State Common Retirement Fund | 17,200 | $3.37M | 0.00% | −195−1.1% | Reduced |
| GHP Investment Advisors, Inc. | 18,303 | $3.58M | 0.24% | +18,303 | New |
| SEI Investments Co | 18,278 | $3.59M | 0.01% | +5,515+43.2% | Added |
| Holocene Advisors, LP | 18,645 | $3.65M | 0.02% | +11,920+177.2% | Added |
| RK Capital Management, LLC | 19,555 | $3.83M | 0.76% | +19,555 | New |
| Intrinsic Edge Capital Management LLC | 20,000 | $3.92M | 0.31% | +20,000 | New |
| Hamilton Point Investment Advisors, LLC | 20,823 | $4.08M | 1.05% | +454+2.2% | Added |
| Credit Suisse AG | 21,098 | $4.13M | 0.00% | +199+1.0% | Added |
| Mutual of America Capital Management LLC | 22,011 | $4.31M | 0.05% | +434+2.0% | Added |
| EULAV Asset Management | 23,000 | $4.50M | 0.13% | 00.0% | Unchanged |