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, Q2 2022
Institutional positions in Helen of Troy Ltd as of Jun 30, 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
- 297
- +24 vs. Q1 2022
- Shares held
- 25.0M
- −154.6K (−0.6%) vs. Q1 2022
- Total value
- $4.06B
- −$862.3M (−17.5%) vs. Q1 2022
- New holders
- 48
- 95 more added
- Sold out
- 24
- 111 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,569,909 | $417.4M | 0.01% | −21,382−0.8% | Reduced |
| Vanguard Group Inc | 2,296,750 | $373.0M | 0.01% | −20,046−0.9% | Reduced |
| FMR LLC | 2,035,149 | $330.5M | 0.03% | −4,024−0.2% | Reduced |
| Capital International Investors | 1,699,000 | $275.9M | 0.08% | +283,404+20.0% | Added |
| Cooke & Bieler LP | 1,564,653 | $254.1M | 2.44% | +101,480+6.9% | Added |
| Capital Research Global Investors | 1,491,137 | $242.2M | 0.08% | +4720.0% | Added |
| JPMorgan Chase & Co | 1,090,914 | $177.2M | 0.03% | −332,527−23.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,065,040 | $173.0M | 0.29% | −45,863−4.1% | Reduced |
| Capital World Investors | 881,000 | $143.1M | 0.03% | 00.0% | Unchanged |
| State Street Corp | 754,330 | $122.5M | 0.01% | −2,669−0.4% | Reduced |
| Dimensional Fund Advisors LP | 603,754 | $98.1M | 0.04% | −7,194−1.2% | Reduced |
| Geode Capital Management, LLC | 503,653 | $81.8M | 0.01% | +58,173+13.1% | Added |
| Fisher Asset Management, LLC | 415,315 | $67.5M | 0.05% | −10,785−2.5% | Reduced |
| Snyder Capital Management L P | 403,203 | $65.5M | 1.77% | +9,163+2.3% | Added |
| Janus Henderson Group PLC | 386,221 | $62.7M | 0.04% | −102,917−21.0% | Reduced |
| Macquarie Group Ltd | 350,239 | $56.9M | 0.06% | +12,535+3.7% | Added |
| Northern Trust Corp | 316,091 | $51.3M | 0.01% | −13,578−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 303,197 | $49.2M | 0.02% | +6,088+2.0% | Added |
| Victory Capital Management Inc | 286,113 | $46.5M | 0.05% | −415−0.1% | Reduced |
| Bank of New York Mellon Corp | 280,736 | $45.6M | 0.01% | −9,654−3.3% | Reduced |
| Lord, Abbett & Co. LLC | 260,152 | $42.3M | 0.15% | +87,964+51.1% | Added |
| Cardinal Capital Management LLC | 190,752 | $31.0M | 0.95% | +9,112+5.0% | Added |
| Norges Bank | 187,597 | $30.5M | 0.01% | +7,778+4.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 185,286 | $30.1M | 0.21% | −21,060−10.2% | Reduced |
| Neumeier Poma Investment Counsel LLC | 181,685 | $29.5M | 2.31% | −47,578−20.8% | Reduced |
| Loomis Sayles & Co L P | 167,200 | $27.2M | 0.05% | −1,247−0.7% | Reduced |
| Brown Advisory Inc | 160,382 | $26.0M | 0.05% | +23,492+17.2% | Added |
| FIL Ltd | 153,487 | $24.9M | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 150,065 | $24.4M | 0.00% | +109,485+269.8% | Added |
| Bank of America Corp | 142,886 | $23.2M | 0.00% | −23,429−14.1% | Reduced |
| Boston Trust Walden Corp | 139,531 | $22.7M | 0.21% | +2,023+1.5% | Added |
| GW&K Investment Management, LLC | 122,211 | $19.8M | 0.21% | +7,169+6.2% | Added |
| Public Employees Retirement Association of Colorado | 118,159 | $19.2M | 0.11% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 105,916 | $17.2M | 0.07% | +11,739+12.5% | Added |
| Price T Rowe Associates Inc | 105,084 | $17.1M | 0.00% | −19,938−15.9% | Reduced |
| Kennedy Capital Management, Inc. | 99,227 | $16.1M | 0.45% | +30,092+43.5% | Added |
| Nuveen Asset Management, LLC | 98,059 | $15.9M | 0.01% | +8,226+9.2% | Added |
| Principal Financial Group Inc | 95,100 | $15.4M | 0.01% | +10,988+13.1% | Added |
| Lazard Asset Management LLC | 93,924 | $15.3M | 0.02% | +6,406+7.3% | Added |
| Systematic Financial Management LP | 85,206 | $13.8M | 0.48% | +1,289+1.5% | Added |
| Creative Planning | 79,267 | $12.9M | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 76,802 | $12.5M | 0.02% | +3,876+5.3% | Added |
| British Columbia Investment Management Corp | 73,500 | $11.9M | 0.11% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 69,756 | $11.3M | 0.18% | −11,814−14.5% | Reduced |
| Bridgewater Associates, LP | 68,529 | $11.1M | 0.05% | +3,435+5.3% | Added |
| Eagle Asset Management Inc | 66,289 | $10.8M | 0.07% | +1,088+1.7% | Added |
| Russell Investments Group, Ltd. | 66,099 | $10.7M | 0.02% | +11,141+20.3% | Added |
| Squarepoint Ops LLC | 64,194 | $10.4M | 0.10% | +54,517+563.4% | Added |
| Bessemer Group Inc | 61,679 | $10.0M | 0.02% | +61,481+31,051.0% | Added |
| Alliancebernstein L.P. | 57,284 | $9.30M | 0.00% | +280.0% | Added |
| Swiss National Bank | 56,800 | $9.22M | 0.01% | −300−0.5% | Reduced |
| Epoch Investment Partners, Inc. | 56,076 | $9.11M | 0.05% | +56,076 | New |
| Legal & General Group Plc | 55,970 | $9.09M | 0.00% | −1,194−2.1% | Reduced |
| California Public Employees Retirement System | 52,248 | $8.49M | 0.01% | −1,800−3.3% | Reduced |
| Invesco Ltd. | 51,702 | $8.40M | 0.00% | +184+0.4% | Added |
| Ameriprise Financial Inc | 50,315 | $8.17M | 0.00% | −5,832−10.4% | Reduced |
| American International Group, Inc. | 50,269 | $8.16M | 0.06% | −2,337−4.4% | Reduced |
| Goldman Sachs Group Inc | 47,153 | $7.66M | 0.00% | +1,463+3.2% | Added |
| Advantage Alpha Capital Partners LP | 44,874 | $7.29M | 1.26% | +21,108+88.8% | Added |
| Ziegler Capital Management, LLC | 42,034 | $6.83M | 0.28% | −448−1.1% | Reduced |
| Man Group plc | – | $6.74M | 0.03% | – | – |
| Landscape Capital Management, L.L.C. | 38,931 | $6.32M | 0.85% | +38,931 | New |
| Deutsche Bank AG | 37,455 | $6.08M | 0.00% | −2,335−5.9% | Reduced |
| SEI Investments Co | 35,400 | $5.67M | 0.01% | +17,122+93.7% | Added |
| Castleark Management LLC | 34,360 | $5.58M | 0.30% | +8,050+30.6% | Added |
| WCM Investment Management, LLC | 34,061 | $5.44M | 0.02% | −44,251−56.5% | Reduced |
| UBS Asset Management Americas Inc | 31,722 | $5.15M | 0.00% | +178+0.6% | Added |
| Retirement Systems of Alabama | 31,408 | $5.10M | 0.02% | −263−0.8% | Reduced |
| California State Teachers Retirement System | 30,774 | $5.00M | 0.01% | −58−0.2% | Reduced |
| HRT Financial LP | 30,500 | $4.95M | 0.05% | +30,500 | New |
| Tudor Investment Corp Et Al | 30,065 | $4.88M | 0.14% | +27,231+960.9% | Added |
| Cubist Systematic Strategies, LLC | 30,052 | $4.88M | 0.04% | +27,845+1,261.7% | Added |
| Manufacturers Life Insurance Company, The | 28,701 | $4.66M | 0.00% | −719−2.4% | Reduced |
| MetLife Investment Management | 27,323 | $4.44M | 0.03% | −715−2.6% | Reduced |
| New York State Teachers Retirement System | 26,691 | $4.33M | 0.01% | −100−0.4% | Reduced |
| Neuberger Berman Group LLC | 26,568 | $4.32M | 0.00% | −103−0.4% | Reduced |
| Polen Capital Management LLC | 25,105 | $4.08M | 0.01% | −5,393−17.7% | Reduced |
| Comerica Bank | 31,002 | $3.97M | 0.03% | −4,579−12.9% | Reduced |
| AlphaCrest Capital Management LLC | 24,411 | $3.96M | 0.19% | +22,450+1,144.8% | Added |
| LPL Financial LLC | 24,209 | $3.93M | 0.00% | −631−2.5% | Reduced |
| Holocene Advisors, LP | 23,729 | $3.85M | 0.02% | +5,084+27.3% | Added |
| EULAV Asset Management | 23,000 | $3.73M | 0.15% | 00.0% | Unchanged |
| Marshall Wace, LLP | 22,503 | $3.65M | 0.01% | +22,503 | New |
| Duality Advisers, LP | 22,314 | $3.62M | 0.36% | +17,421+356.0% | Added |
| Twinbeech Capital LP | 21,686 | $3.52M | 0.16% | +21,686 | New |
| William Blair Investment Management, LLC | 21,100 | $3.43M | 0.01% | −417,280−95.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 20,872 | $3.39M | 0.99% | +49+0.2% | Added |
| BNP Paribas Arbitrage, SA | 20,685 | $3.36M | 0.01% | +16,784+430.2% | Added |
| Credit Suisse AG | 20,652 | $3.35M | 0.00% | −446−2.1% | Reduced |
| Wells Fargo & Company | 20,565 | $3.34M | 0.00% | −42,274−67.3% | Reduced |
| Gladstone Institutional Advisory LLC | 20,227 | $3.29M | 0.26% | +5,041+33.2% | Added |
| Mutual of America Capital Management LLC | 19,945 | $3.24M | 0.04% | −2,066−9.4% | Reduced |
| Voloridge Investment Management, LLC | 19,592 | $3.18M | 0.02% | +19,592 | New |
| Millennium Management LLC | 19,240 | $3.13M | 0.00% | +14,491+305.1% | Added |
| Amundi | 24,135 | $3.03M | 0.00% | −60−0.2% | Reduced |
| Texas Permanent School Fund | 17,267 | $2.80M | 0.04% | +155+0.9% | Added |
| GHP Investment Advisors, Inc. | 17,081 | $2.77M | 0.21% | −1,222−6.7% | Reduced |
| New York State Common Retirement Fund | 16,504 | $2.68M | 0.00% | −696−4.0% | Reduced |
| Amalgamated Bank | 16,184 | $2.63M | 0.02% | −217−1.3% | Reduced |
| Two Sigma Investments, LP | 15,904 | $2.58M | 0.01% | +15,904 | New |