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 |
|---|---|---|---|---|---|
| Pictet Asset Management SA | 1,600 | $313.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,578 | $309.0K | 0.03% | +211+15.4% | Added |
| Gotham Asset Management, LLC | 1,546 | $303.0K | 0.01% | −17−1.1% | Reduced |
| State of Wyoming | 1,509 | $296.0K | 0.15% | +58+4.0% | Added |
| Metropolitan Life Insurance Co | 1,507 | $295.1K | 0.01% | −8,436−84.8% | Reduced |
| First Hawaiian Bank | 1,490 | $292.0K | 0.01% | 00.0% | Unchanged |
| Sadoff Investment Management LLC | 1,460 | $286.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Advisor Partners LLC | 1,320 | $259.0K | 0.02% | −141−9.7% | Reduced |
| Shelton Capital Management | 1,277 | $250.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,228 | $242.0K | 0.00% | −826−40.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,224 | $240.0K | 0.00% | −4−0.3% | Reduced |
| CWM Advisors, LLC | 1,203 | $236.0K | 0.03% | +209+21.0% | Added |
| IMA Wealth, Inc. | 1,201 | $235.0K | 0.05% | 00.0% | Unchanged |
| Henshaw Capital LLC | 1,167 | $228.5K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,150 | $225.0K | 0.00% | −114−9.0% | Reduced |
| Quantamental Technologies LLC | 1,138 | $223.0K | 0.13% | +1,138 | New |
| Advisor Group Holdings, Inc. | 3,407 | $222.0K | 0.00% | −97−2.8% | Reduced |
| First Citizens Bank & Trust Co | 1,127 | $221.0K | 0.01% | +21+1.9% | Added |
| Susquehanna International Group, LLP | 1,117 | $219.0K | 0.00% | −2,426−68.5% | Reduced |
| Prelude Capital Management, LLC | 1,064 | $208.0K | 0.01% | +1,064 | New |
| Rice Hall James & Associates, LLC | 1,032 | $202.0K | 0.01% | −46−4.3% | Reduced |
| SOA Wealth Advisors, LLC. | 1,000 | $195.0K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 874 | $171.0K | 0.00% | +283+47.9% | Added |
| Arlington Partners LLC | 660 | $129.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Meeder Asset Management Inc | 281 | $55.0K | 0.00% | −18−6.0% | Reduced |
| Harbor Investment Advisory, LLC | 227 | $44.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 209 | $40.9K | 0.00% | +209 | New |
| Bessemer Group Inc | 198 | $39.0K | 0.00% | +1+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 196 | $38.0K | 0.00% | −97−33.1% | Reduced |
| Assetmark, Inc | 168 | $33.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 164 | $32.0K | 0.00% | +54+49.1% | Added |
| Fifth Third Bancorp | 118 | $23.0K | 0.00% | −74−38.5% | Reduced |
| Parallel Advisors, LLC | 110 | $22.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 116 | $20.0K | 0.00% | +16+16.0% | Added |
| De Burlo Group Inc | 100 | $19.6K | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 87 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 70 | $13.7K | 0.00% | +70 | New |
| TCI Wealth Advisors, Inc. | 58 | $12.0K | 0.00% | −78−57.4% | Reduced |
| Gemmer Asset Management LLC | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 61 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 42 | $8.00K | 0.00% | +42 | New |
| Key Financial Inc | 36 | $7.00K | 0.00% | +36 | New |
| Kelly Financial Services LLC | 31 | $6.07K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Global Financial Private Client, LLC | 21 | $4.20K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22 | $4.00K | 0.00% | −428−95.1% | Reduced |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 4 | $783 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $392 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |