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 |
|---|---|---|---|---|---|
| Amundi | 24,195 | $4.64M | 0.00% | −3,537−12.8% | Reduced |
| Advantage Alpha Capital Partners LP | 23,766 | $4.65M | 0.70% | +1,347+6.0% | Added |
| LPL Financial LLC | 24,840 | $4.87M | 0.00% | +309+1.3% | Added |
| Castleark Management LLC | 26,310 | $5.15M | 0.22% | +7,650+41.0% | Added |
| Neuberger Berman Group LLC | 26,671 | $5.22M | 0.00% | +1,615+6.4% | Added |
| New York State Teachers Retirement System | 26,791 | $5.25M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 28,038 | $5.49M | 0.04% | +7,982+39.8% | Added |
| Manufacturers Life Insurance Company, The | 29,420 | $5.76M | 0.00% | −9,423−24.3% | Reduced |
| Polen Capital Management LLC | 30,498 | $5.97M | 0.01% | −27,094−47.0% | Reduced |
| California State Teachers Retirement System | 30,832 | $6.04M | 0.01% | −2,656−7.9% | Reduced |
| UBS Asset Management Americas Inc | 31,544 | $6.18M | 0.00% | −27,668−46.7% | Reduced |
| Retirement Systems of Alabama | 31,671 | $6.20M | 0.02% | +77+0.2% | Added |
| Comerica Bank | 35,581 | $7.59M | 0.06% | −20−0.1% | Reduced |
| Man Group plc | 39,369 | $7.71M | 0.03% | −1,586−3.9% | Reduced |
| Deutsche Bank AG | 39,790 | $7.79M | 0.00% | −3,300−7.7% | Reduced |
| Morgan Stanley | 40,580 | $7.95M | 0.00% | −44,472−52.3% | Reduced |
| Royal Bank of Canada | 41,424 | $8.11M | 0.00% | −5,127−11.0% | Reduced |
| Ziegler Capital Management, LLC | 42,482 | $8.32M | 0.35% | −507−1.2% | Reduced |
| Goldman Sachs Group Inc | 45,690 | $8.95M | 0.00% | −106,724−70.0% | Reduced |
| Invesco Ltd. | 51,518 | $10.1M | 0.00% | −3,402−6.2% | Reduced |
| American International Group, Inc. | 52,606 | $10.3M | 0.06% | −749−1.4% | Reduced |
| California Public Employees Retirement System | 54,048 | $10.6M | 0.01% | +276+0.5% | Added |
| Russell Investments Group, Ltd. | 54,958 | $10.8M | 0.02% | +449+0.8% | Added |
| Glenmede Trust Co NA | 54,972 | $10.8M | 0.05% | −4,144−7.0% | Reduced |
| Ameriprise Financial Inc | 56,147 | $11.0M | 0.00% | +1,250+2.3% | Added |
| Swiss National Bank | 57,100 | $11.2M | 0.01% | +4,100+7.7% | Added |
| Legal & General Group Plc | 57,164 | $11.2M | 0.00% | −1,259−2.2% | Reduced |
| Alliancebernstein L.P. | 57,256 | $11.2M | 0.00% | −1,538−2.6% | Reduced |
| Wells Fargo & Company | 62,839 | $12.3M | 0.00% | −26,259−29.5% | Reduced |
| Bridgewater Associates, LP | 65,094 | $12.7M | 0.05% | +15,062+30.1% | Added |
| Eagle Asset Management Inc | 65,201 | $12.8M | 0.07% | +332+0.5% | Added |
| Parametric Portfolio Associates LLC | 65,374 | $12.8M | 0.01% | +6,217+10.5% | Added |
| Kennedy Capital Management, Inc. | 69,135 | $13.5M | 0.32% | +14,623+26.8% | Added |
| Rhumbline Advisers | 72,926 | $14.3M | 0.02% | +581+0.8% | Added |
| British Columbia Investment Management Corp | 73,500 | $14.4M | 0.09% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 78,312 | $15.3M | 0.04% | +7,156+10.1% | Added |
| Creative Planning | 79,267 | $15.5M | 0.02% | +173+0.2% | Added |
| Wedge Capital Management L L P | 81,570 | $16.0M | 0.22% | +144+0.2% | Added |
| Systematic Financial Management LP | 83,917 | $16.4M | 0.51% | −208−0.2% | Reduced |
| Principal Financial Group Inc | 84,112 | $16.5M | 0.01% | −361−0.4% | Reduced |
| Lazard Asset Management LLC | 87,518 | $17.1M | 0.02% | +22,444+34.5% | Added |
| Balyasny Asset Management LLC | 94,177 | $18.4M | 0.08% | +46,905+99.2% | Added |
| Nuveen Asset Management, LLC | 89,833 | $18.6M | 0.01% | −4,610−4.9% | Reduced |
| GW&K Investment Management, LLC | 115,042 | $22.5M | 0.20% | −344−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 118,159 | $23.1M | 0.10% | −309−0.3% | Reduced |
| Price T Rowe Associates Inc | 125,022 | $24.5M | 0.00% | −39,808−24.2% | Reduced |
| Brown Advisory Inc | 136,890 | $26.8M | 0.04% | +32,677+31.4% | Added |
| Boston Trust Walden Corp | 137,508 | $26.9M | 0.22% | +2,148+1.6% | Added |
| Anchor Capital Advisors LLC | 150,940 | $29.6M | 0.63% | +160+0.1% | Added |
| FIL Ltd | 153,487 | $30.1M | 0.03% | +5,000+3.4% | Added |
| Bank of America Corp | 166,315 | $32.6M | 0.00% | −10,906−6.2% | Reduced |
| Loomis Sayles & Co L P | 168,447 | $33.0M | 0.04% | +5,345+3.3% | Added |
| Lord, Abbett & Co. LLC | 172,188 | $33.7M | 0.09% | −3,617−2.1% | Reduced |
| Norges Bank | 179,819 | $35.2M | 0.01% | +8,051+4.7% | Added |
| Cardinal Capital Management LLC | 181,640 | $35.6M | 0.90% | +71,453+64.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 206,346 | $40.4M | 0.24% | +632+0.3% | Added |
| Neumeier Poma Investment Counsel LLC | 229,263 | $44.9M | 3.01% | −24,425−9.6% | Reduced |
| Victory Capital Management Inc | 286,528 | $56.2M | 0.06% | −63,016−18.0% | Reduced |
| Bank of New York Mellon Corp | 290,390 | $56.9M | 0.01% | −1,350−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 297,109 | $58.2M | 0.02% | +13,566+4.8% | Added |
| Northern Trust Corp | 329,669 | $64.6M | 0.01% | −13,986−4.1% | Reduced |
| Macquarie Group Ltd | 337,704 | $66.1M | 0.06% | +33,010+10.8% | Added |
| Snyder Capital Management L P | 394,040 | $77.2M | 1.96% | −10,262−2.5% | Reduced |
| Fisher Asset Management, LLC | 426,100 | $83.4M | 0.05% | −7,805−1.8% | Reduced |
| William Blair Investment Management, LLC | 438,380 | $85.9M | 0.26% | −17,027−3.7% | Reduced |
| Geode Capital Management, LLC | 445,480 | $87.2M | 0.01% | +15,795+3.7% | Added |
| Janus Henderson Group PLC | 489,138 | $95.8M | 0.05% | −47,332−8.8% | Reduced |
| Dimensional Fund Advisors LP | 610,948 | $119.7M | 0.04% | −402−0.1% | Reduced |
| State Street Corp | 756,999 | $148.3M | 0.01% | +14,257+1.9% | Added |
| Capital World Investors | 881,000 | $172.5M | 0.03% | +100,000+12.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,110,903 | $217.6M | 0.27% | +35,017+3.3% | Added |
| Capital International Investors | 1,415,596 | $277.2M | 0.06% | −732−0.1% | Reduced |
| JPMorgan Chase & Co | 1,423,441 | $278.8M | 0.04% | +44,694+3.2% | Added |
| Cooke & Bieler LP | 1,463,173 | $286.5M | 2.51% | +104,182+7.7% | Added |
| Capital Research Global Investors | 1,490,665 | $291.9M | 0.07% | −108,467−6.8% | Reduced |
| FMR LLC | 2,039,173 | $399.4M | 0.03% | +100,790+5.2% | Added |
| Vanguard Group Inc | 2,316,796 | $453.7M | 0.01% | +23,721+1.0% | Added |
| BlackRock Inc. | 2,591,291 | $507.5M | 0.01% | +14,931+0.6% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −90,300−100.0% | Sold out |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 0 | $0 | 0.00% | −32,018−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,245−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −4,795−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −4,151−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −4,018−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,770−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −3,432−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,970−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,610−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −2,538−100.0% | Sold out |
| Mountain Capital Investment Advisors, Inc | 0 | $0 | 0.00% | −2,631−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −2,028−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,674−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,636−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,504−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −1,496−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −1,188−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,181−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −1,129−100.0% | Sold out |