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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 3 | $0 | 0.00% | −19−86.4% | Reduced |
| Allworth Financial LP | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | −2−50.0% | Reduced |
| Ci Investments Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 2 | $325 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 4 | $650 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 5 | $812 | 0.00% | +5 | New |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | −20−80.0% | Reduced |
| Schubert & Co | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| Massmutual Trust Co FSB | 8 | $1.00K | 0.00% | +8 | New |
| Sargent Bickham Lagudis LLC | 9 | $1.00K | 0.00% | +9 | New |
| Quadrant Capital Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| Dark Forest Capital Management LP | 6 | $1.00K | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 6 | $1.00K | 0.00% | +6 | New |
| Asset Dedication, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 10 | $2.00K | 0.00% | −2−16.7% | Reduced |
| Versant Capital Management, Inc | 11 | $2.00K | 0.00% | +2+22.2% | Added |
| FourThought Financial, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $2.00K | 0.00% | +11 | New |
| Twin Tree Management, LP | 18 | $3.00K | 0.00% | −1,409−98.7% | Reduced |
| Zions Bancorporation, N.A. | 16 | $3.00K | 0.00% | −26−61.9% | Reduced |
| Prospera Financial Services Inc | 19 | $3.00K | 0.00% | +5+35.7% | Added |
| Global Financial Private Client, LLC | 21 | $3.48K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 24 | $4.00K | 0.00% | −16−40.0% | Reduced |
| JFS Wealth Advisors, LLC | 26 | $4.00K | 0.00% | −6−18.8% | Reduced |
| Quent Capital, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 22 | $4.00K | 0.00% | +22 | New |
| Heritage Financial Services, LLC | 29 | $4.00K | 0.00% | +29 | New |
| Glen Eagle Advisors, LLC | 25 | $4.06K | 0.00% | +25 | New |
| Heritage Wealth Management, LLC | 26 | $4.22K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 30 | $4.87K | 0.00% | +30 | New |
| Prestige Wealth Management Group LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 31 | $5.04K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 43 | $7.00K | 0.00% | +43 | New |
| Westside Investment Management, Inc. | 61 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 69 | $11.0K | 0.00% | −49−41.5% | Reduced |
| Ronald Blue Trust, Inc. | 58 | $11.0K | 0.00% | +58 | New |
| Nomura Asset Management Co Ltd | 70 | $11.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 76 | $12.0K | 0.00% | +44+137.5% | Added |
| Umb Bank N A | 83 | $14.0K | 0.00% | −4−4.6% | Reduced |
| Geneos Wealth Management Inc. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $17.0K | 0.00% | −100−86.2% | Reduced |
| Parallel Advisors, LLC | 112 | $18.0K | 0.00% | +2+1.8% | Added |
| TCI Wealth Advisors, Inc. | 116 | $19.0K | 0.00% | +58+100.0% | Added |
| Assetmark, Inc | 138 | $22.0K | 0.00% | −30−17.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 163 | $26.0K | 0.00% | −33−16.8% | Reduced |
| Rockefeller Capital Management L.P. | 163 | $26.0K | 0.00% | −1−0.6% | Reduced |
| TD Private Client Wealth LLC | 191 | $31.0K | 0.00% | −18−8.6% | Reduced |
| Castle Wealth Management LLC | 206 | $33.0K | 0.02% | +206 | New |
| Harbor Investment Advisory, LLC | 227 | $37.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 250 | $40.0K | 0.01% | −750−75.0% | Reduced |
| Meeder Asset Management Inc | 291 | $47.0K | 0.00% | +10+3.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 400 | $65.0K | 0.00% | +400 | New |
| Van Eck Associates Corp | 651 | $106.0K | 0.00% | +27+4.3% | Added |
| Arlington Partners LLC | 660 | $107.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 871 | $141.0K | 0.09% | −638−42.3% | Reduced |
| Public Employees Retirement System of Ohio | 1,003 | $163.0K | 0.00% | −968−49.1% | Reduced |
| IMA Wealth, Inc. | 1,201 | $195.0K | 0.05% | 00.0% | Unchanged |
| Intrust Bank NA | 1,274 | $207.0K | 0.03% | −107−7.7% | Reduced |
| Shelton Capital Management | 1,277 | $207.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,283 | $208.0K | 0.05% | −140−9.8% | Reduced |
| CWM Advisors, LLC | 1,305 | $212.0K | 0.03% | +102+8.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,334 | $217.0K | 0.00% | +110+9.0% | Added |
| Profund Advisors LLC | 1,416 | $230.0K | 0.01% | −415−22.7% | Reduced |
| Guggenheim Capital LLC | 1,416 | $231.0K | 0.00% | −381−21.2% | Reduced |
| Metropolitan Life Insurance Co | 1,433 | $232.7K | 0.01% | −74−4.9% | Reduced |
| Sadoff Investment Management LLC | 1,460 | $237.0K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,464 | $238.0K | 0.03% | +1,464 | New |
| GW Henssler & Associates Ltd | 1,547 | $251.0K | 0.02% | +1,547 | New |
| Advisor Partners LLC | 1,555 | $253.0K | 0.02% | +235+17.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,600 | $260.0K | 0.04% | −2,300−59.0% | Reduced |
| Pictet Asset Management SA | 1,600 | $260.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,618 | $263.0K | 0.03% | +40+2.5% | Added |
| Strong Tower Advisory Services | 1,713 | $278.0K | 0.15% | +41+2.5% | Added |
| Hazlett, Burt & Watson, Inc. | 1,750 | $284.0K | 0.26% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,749 | $284.0K | 0.00% | +369+26.7% | Added |
| First Republic Investment Management, Inc. | 1,755 | $285.0K | 0.00% | −809−31.6% | Reduced |
| Keybank National Association | 1,768 | $287.0K | 0.00% | −16−0.9% | Reduced |
| Brinker Capital Investments, LLC | 1,797 | $292.0K | 0.01% | −101−5.3% | Reduced |
| Aigen Investment Management, LP | 1,799 | $292.0K | 0.05% | +1,799 | New |
| GWM Advisors LLC | 1,809 | $294.0K | 0.01% | +1,809 | New |
| Smith, Salley & Associates | 1,818 | $295.0K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,860 | $302.0K | 0.17% | −50−2.6% | Reduced |
| TownSquare Capital, LLC | 1,863 | $303.0K | 0.01% | −677−26.7% | Reduced |
| Argent Capital Management LLC | 1,875 | $305.0K | 0.01% | −711−27.5% | Reduced |
| Oppenheimer Asset Management Inc. | 1,901 | $308.0K | 0.01% | −38−2.0% | Reduced |
| Veritable, L.P. | 1,940 | $315.0K | 0.01% | +4+0.2% | Added |
| Teza Capital Management LLC | 1,943 | $316.0K | 0.12% | +1,943 | New |
| STRS Ohio | 2,000 | $324.0K | 0.00% | −700−25.9% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $325.0K | 0.19% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,000 | $325.0K | 0.11% | +2,000 | New |
| Burney Co | 2,023 | $329.0K | 0.02% | −74−3.5% | Reduced |
| Crossmark Global Holdings, Inc. | 2,033 | $330.0K | 0.01% | −80−3.8% | Reduced |
| PDT Partners, LLC | 2,065 | $335.0K | 0.03% | +2,065 | New |
| Tower Research Capital LLC (TRC) | 2,071 | $336.0K | 0.01% | +1,447+231.9% | Added |
| Verition Fund Management LLC | 2,114 | $343.0K | 0.01% | +2,114 | New |
| Arkadios Wealth Advisors | 2,139 | $347.0K | 0.05% | +2,139 | New |