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 |
|---|---|---|---|---|---|
| Capital International Inc | 11,890 | $2.33M | 0.03% | −1,377−10.4% | Reduced |
| Envestnet Asset Management Inc | 11,245 | $2.20M | 0.00% | +72+0.6% | Added |
| James Investment Research Inc | 11,093 | $2.17M | 0.23% | −12,259−52.5% | Reduced |
| Martingale Asset Management L P | 10,157 | $1.99M | 0.03% | +100+1.0% | Added |
| Virginia Retirement Systems Et Al | 10,000 | $1.96M | 0.02% | +4,800+92.3% | Added |
| Hancock Whitney Corp | 9,885 | $1.94M | 0.07% | −222−2.2% | Reduced |
| Squarepoint Ops LLC | 9,677 | $1.90M | 0.01% | +9,677 | New |
| Azzad Asset Management Inc | 9,403 | $1.84M | 0.27% | +114+1.2% | Added |
| Voya Investment Management LLC | 9,303 | $1.82M | 0.00% | −39,389−80.9% | Reduced |
| Whittier Trust Co | 8,901 | $1.74M | 0.03% | +518+6.2% | Added |
| Raymond James & Associates | 8,873 | $1.74M | 0.00% | −7,745−46.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,846 | $1.73M | 0.02% | +846+10.6% | Added |
| Congress Asset Management Co | 8,751 | $1.71M | 0.01% | +1,561+21.7% | Added |
| First Trust Advisors LP | 8,698 | $1.70M | 0.00% | −1,491−14.6% | Reduced |
| Oarsman Capital, Inc. | 8,440 | $1.65M | 0.65% | +590+7.5% | Added |
| AQR Capital Management LLC | 8,318 | $1.63M | 0.00% | −460−5.2% | Reduced |
| Natixis | 8,303 | $1.63M | 0.01% | +30.0% | Added |
| Ameritas Investment Partners, Inc. | 8,270 | $1.62M | 0.06% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 7,997 | $1.57M | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 7,784 | $1.52M | 0.11% | +258+3.4% | Added |
| Oregon Public Employees Retirement Fund | 7,698 | $1.51M | 0.02% | −139−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 7,672 | $1.50M | 0.00% | −340−4.2% | Reduced |
| Pier 88 Investment Partners LLC | 7,560 | $1.48M | 0.53% | +410+5.7% | Added |
| Sit Investment Associates Inc | 7,530 | $1.48M | 0.04% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 6,300 | $1.34M | 0.03% | +100+1.6% | Added |
| US Bancorp | 6,707 | $1.31M | 0.00% | −142−2.1% | Reduced |
| CWM, LLC | 6,550 | $1.28M | 0.01% | −1,085−14.2% | Reduced |
| Arizona State Retirement System | 6,522 | $1.28M | 0.01% | +36+0.6% | Added |
| ProShare Advisors LLC | 6,449 | $1.26M | 0.00% | −1,072−14.3% | Reduced |
| Nisa Investment Advisors, LLC | 6,422 | $1.26M | 0.01% | −78−1.2% | Reduced |
| Thrivent Financial for Lutherans | 6,307 | $1.24M | 0.00% | −55−0.9% | Reduced |
| State of Michigan Retirement System | 6,127 | $1.20M | 0.01% | +44+0.7% | Added |
| Eaton Vance Management | 5,915 | $1.16M | 0.00% | +4,101+226.1% | Added |
| Stifel Financial Corp | 5,845 | $1.15M | 0.00% | −10−0.2% | Reduced |
| SG Americas Securities, LLC | 5,379 | $1.05M | 0.01% | −12,874−70.5% | Reduced |
| Boulder Hill Capital Management LP | 5,300 | $1.04M | 0.56% | +5,300 | New |
| Barclays PLC | 5,250 | $1.03M | 0.00% | −28,691−84.5% | Reduced |
| New Mexico Educational Retirement Board | 5,100 | $999.0K | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,030 | $985.0K | 0.01% | +386+8.3% | Added |
| Duality Advisers, LP | 4,893 | $958.0K | 0.10% | +4,893 | New |
| Congress Wealth Management LLC | 4,778 | $936.0K | 0.02% | +670+16.3% | Added |
| Millennium Management LLC | 4,749 | $930.0K | 0.00% | +153+3.3% | Added |
| ExodusPoint Capital Management, LP | 4,621 | $905.0K | 0.01% | +4,621 | New |
| Illinois Municipal Retirement Fund | 4,575 | $896.0K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,461 | $874.0K | 0.00% | +76+1.7% | Added |
| Panagora Asset Management Inc | 4,265 | $835.0K | 0.00% | −507−10.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,261 | $834.0K | 0.03% | +647+17.9% | Added |
| Zacks Investment Management | 4,104 | $804.0K | 0.01% | +4,104 | New |
| Janney Montgomery Scott LLC | 4,083 | $800.0K | 0.00% | −243−5.6% | Reduced |
| Commerce Bank | 3,923 | $768.0K | 0.01% | −1,541−28.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,900 | $764.0K | 0.11% | +3,900 | New |
| BNP Paribas Arbitrage, SA | 3,901 | $764.0K | 0.00% | −3,235−45.3% | Reduced |
| Xponance, Inc. | 3,670 | $718.0K | 0.01% | −35−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,615 | $707.0K | 0.00% | +325+9.9% | Added |
| UBS Group AG | 3,600 | $705.0K | 0.00% | −17,679−83.1% | Reduced |
| Cubic Asset Management, LLC | 3,543 | $694.0K | 0.16% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 3,500 | $685.0K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 3,451 | $676.0K | 0.00% | −1,200−25.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,440 | $674.0K | 0.01% | −200−5.5% | Reduced |
| Federated Hermes, Inc. | 3,425 | $671.0K | 0.00% | −158−4.4% | Reduced |
| State of Alaska, Department of Revenue | 3,400 | $665.0K | 0.01% | −100−2.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,219 | $630.0K | 0.00% | +234+7.8% | Added |
| Aurora Investment Counsel | 3,203 | $627.0K | 0.40% | −45−1.4% | Reduced |
| Exchange Traded Concepts, LLC | 2,891 | $566.0K | 0.01% | +296+11.4% | Added |
| Tudor Investment Corp Et Al | 2,834 | $555.0K | 0.01% | −16,407−85.3% | 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 |
| Dynamic Technology Lab Private Ltd | 2,790 | $546.0K | 0.06% | −5,945−68.1% | Reduced |
| Blueshift Asset Management, LLC | 2,703 | $529.0K | 0.05% | +499+22.6% | Added |
| STRS Ohio | 2,700 | $528.0K | 0.00% | −100−3.6% | Reduced |
| Blair William & Co | 2,625 | $514.0K | 0.00% | −65−2.4% | Reduced |
| Argent Capital Management LLC | 2,586 | $506.0K | 0.02% | −16,876−86.7% | Reduced |
| First Republic Investment Management, Inc. | 2,564 | $502.0K | 0.00% | −572−18.2% | Reduced |
| TownSquare Capital, LLC | 2,540 | $497.0K | 0.01% | +522+25.9% | Added |
| HGK Asset Management Inc | 2,388 | $468.0K | 0.15% | +13+0.5% | Added |
| Janney Capital Management LLC | 2,222 | $435.0K | 0.03% | +17+0.8% | Added |
| Pathstone Family Office, LLC | 1,900 | $433.0K | 0.01% | +200+11.8% | Added |
| Cubist Systematic Strategies, LLC | 2,207 | $432.0K | 0.00% | +400+22.1% | Added |
| Baird Financial Group, Inc. | 2,172 | $425.0K | 0.00% | −3,707−63.1% | Reduced |
| Citigroup Inc | 2,156 | $423.0K | 0.00% | −5,408−71.5% | Reduced |
| Securian Asset Management, Inc | 2,147 | $420.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,113 | $414.0K | 0.01% | −10−0.5% | Reduced |
| Burney Co | 2,097 | $411.0K | 0.02% | −1,109−34.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $391.7K | 0.18% | 00.0% | Unchanged |
| 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 |
| AlphaCrest Capital Management LLC | 1,961 | $384.0K | 0.02% | −6,996−78.1% | Reduced |
| FDx Advisors, Inc. | 1,953 | $382.0K | 0.01% | −27−1.4% | Reduced |
| 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 |
| Edgestream Partners, L.P. | 1,924 | $377.0K | 0.03% | +1,924 | New |
| Pflug Koory, LLC | 1,910 | $374.0K | 0.19% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,898 | $372.0K | 0.01% | −163−7.9% | Reduced |
| MQS Management LLC | 1,854 | $363.0K | 0.30% | +1,854 | New |
| Profund Advisors LLC | 1,831 | $359.0K | 0.02% | −278−13.2% | Reduced |
| Smith, Salley & Associates | 1,818 | $356.0K | 0.03% | −1,236−40.5% | Reduced |
| Guggenheim Capital LLC | 1,797 | $352.0K | 0.00% | −57−3.1% | Reduced |
| Keybank National Association | 1,784 | $349.0K | 0.00% | −2,050−53.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,750 | $343.0K | 0.27% | +1,750 | New |
| Strong Tower Advisory Services | 1,672 | $327.0K | 0.17% | +18+1.1% | Added |