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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 2,147 | $349.0K | 0.01% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,201 | $357.0K | 0.03% | −21−0.9% | Reduced |
| Pathstone Family Office, LLC | 2,235 | $363.0K | 0.01% | +335+17.6% | Added |
| Captrust Financial Advisors | 2,326 | $378.0K | 0.00% | +1,452+166.1% | Added |
| Prudential Financial Inc | 2,587 | $413.0K | 0.00% | −205−7.3% | Reduced |
| Citigroup Inc | 2,670 | $433.0K | 0.00% | +514+23.8% | Added |
| Prelude Capital Management, LLC | 2,688 | $437.0K | 0.02% | +1,624+152.6% | Added |
| FORA Capital, LLC | 2,781 | $452.0K | 0.09% | +2,781 | New |
| Equitable Trust Co | 2,790 | $453.0K | 0.03% | +2,790 | New |
| Lindenwold Advisors | 2,828 | $459.0K | 0.33% | +37+1.3% | Added |
| Virtu Financial LLC | 2,881 | $468.0K | 0.04% | +2,881 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,963 | $481.0K | 0.00% | −256−8.0% | Reduced |
| Exchange Traded Concepts, LLC | 2,959 | $481.0K | 0.01% | +68+2.4% | Added |
| MQS Management LLC | 3,060 | $497.0K | 0.34% | +1,206+65.0% | Added |
| HSBC Holdings PLC | 3,146 | $512.0K | 0.00% | +1,918+156.2% | Added |
| Advisor Group Holdings, Inc. | 3,165 | $521.0K | 0.00% | −242−7.1% | Reduced |
| Quantamental Technologies LLC | 3,226 | $524.0K | 0.24% | +2,088+183.5% | Added |
| Gotham Asset Management, LLC | 3,279 | $533.0K | 0.02% | +1,733+112.1% | Added |
| HGK Asset Management Inc | 3,318 | $539.0K | 0.20% | +930+38.9% | Added |
| Aurora Investment Counsel | 3,323 | $540.0K | 0.39% | +120+3.7% | Added |
| Handelsbanken Fonder AB | 3,451 | $560.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,450 | $560.0K | 0.01% | +50+1.5% | Added |
| UBS Group AG | 3,494 | $568.0K | 0.00% | −106−2.9% | Reduced |
| Cubic Asset Management, LLC | 3,498 | $568.0K | 0.15% | −45−1.3% | Reduced |
| Beck Mack & Oliver LLC | 3,500 | $568.0K | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 3,534 | $574.0K | 0.03% | +3,534 | New |
| Anchor Capital Advisors LLC | 3,546 | $576.0K | 0.01% | −147,394−97.7% | Reduced |
| Edgestream Partners, L.P. | 3,552 | $577.0K | 0.05% | +1,628+84.6% | Added |
| The PNC Financial Services Group, Inc. | 3,586 | $581.0K | 0.00% | −29−0.8% | Reduced |
| New Mexico Educational Retirement Board | 3,700 | $601.0K | 0.03% | −1,400−27.5% | Reduced |
| D. E. Shaw & Co., Inc. | 3,774 | $613.0K | 0.00% | +3,774 | New |
| Xponance, Inc. | 3,829 | $622.0K | 0.01% | +159+4.3% | Added |
| Teacher Retirement System of Texas | 3,843 | $624.0K | 0.00% | −1,187−23.6% | Reduced |
| Ergoteles LLC | 3,869 | $628.0K | 0.02% | +3,869 | New |
| Zacks Investment Management | 3,878 | $630.0K | 0.01% | −226−5.5% | Reduced |
| Commerce Bank | 3,897 | $633.0K | 0.01% | −26−0.7% | Reduced |
| Bank of Nova Scotia | 3,898 | $633.0K | 0.00% | +3,898 | New |
| Stifel Financial Corp | 4,025 | $654.0K | 0.00% | −1,820−31.1% | Reduced |
| ProShare Advisors LLC | 4,027 | $655.0K | 0.00% | −2,422−37.6% | Reduced |
| Wellington Management Group LLP | 4,236 | $688.0K | 0.00% | +4,236 | New |
| Susquehanna International Group, LLP | 4,261 | $692.0K | 0.00% | +3,144+281.5% | Added |
| AQR Capital Management LLC | 4,487 | $697.0K | 0.00% | −3,831−46.1% | Reduced |
| Federated Hermes, Inc. | 4,456 | $723.0K | 0.00% | +1,031+30.1% | Added |
| Whittier Trust Co of Nevada Inc | 4,636 | $753.0K | 0.03% | +375+8.8% | Added |
| Raymond James & Associates | 4,801 | $780.0K | 0.00% | −4,072−45.9% | Reduced |
| Panagora Asset Management Inc | 4,865 | $790.0K | 0.01% | +600+14.1% | Added |
| Louisiana State Employees Retirement System | 6,300 | $806.0K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,253 | $853.0K | 0.08% | +5,253 | New |
| Eaton Vance Management | 5,310 | $863.0K | 0.00% | −605−10.2% | Reduced |
| Congress Wealth Management LLC | 5,362 | $870.0K | 0.02% | +584+12.2% | Added |
| Barclays PLC | 5,393 | $876.0K | 0.00% | +143+2.7% | Added |
| AGF Investments LLC | 5,451 | $885.0K | 0.08% | +5,451 | New |
| Y-Intercept (Hong Kong) Ltd | 5,800 | $942.0K | 0.12% | +5,800 | New |
| State of Michigan Retirement System | 6,027 | $979.0K | 0.01% | −100−1.6% | Reduced |
| State of Wisconsin Investment Board | 6,031 | $979.0K | 0.00% | +6,031 | New |
| Nisa Investment Advisors, LLC | 6,092 | $989.0K | 0.01% | −330−5.1% | Reduced |
| Thrivent Financial for Lutherans | 6,255 | $1.02M | 0.00% | −52−0.8% | Reduced |
| US Bancorp | 6,289 | $1.02M | 0.00% | −418−6.2% | Reduced |
| CWM, LLC | 6,529 | $1.06M | 0.01% | −21−0.3% | Reduced |
| Arizona State Retirement System | 6,541 | $1.06M | 0.01% | +19+0.3% | Added |
| Pier 88 Investment Partners LLC | 6,960 | $1.13M | 0.27% | −600−7.9% | Reduced |
| Oregon Public Employees Retirement Fund | 6,972 | $1.13M | 0.02% | −726−9.4% | Reduced |
| Envestnet Asset Management Inc | 7,142 | $1.16M | 0.00% | −4,103−36.5% | Reduced |
| Sit Investment Associates Inc | 7,530 | $1.22M | 0.04% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 7,646 | $1.24M | 0.03% | +3,071+67.1% | Added |
| State Board of Administration of Florida Retirement System | 7,672 | $1.25M | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,945 | $1.29M | 0.02% | +2,566+47.7% | Added |
| Ensign Peak Advisors, Inc | 7,997 | $1.30M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,167 | $1.33M | 0.06% | −103−1.2% | Reduced |
| Summit Global Investments | 8,264 | $1.34M | 0.12% | +480+6.2% | Added |
| James Investment Research Inc | 8,372 | $1.36M | 0.18% | −2,721−24.5% | Reduced |
| Engineers Gate Manager LP | 8,414 | $1.37M | 0.05% | +8,414 | New |
| Oarsman Capital, Inc. | 8,720 | $1.42M | 0.70% | +280+3.3% | Added |
| Campbell & CO Investment Adviser LLC | 8,812 | $1.43M | 0.39% | +8,812 | New |
| Magnetar Financial LLC | 8,833 | $1.44M | 0.02% | +8,833 | New |
| Voya Investment Management LLC | 9,026 | $1.47M | 0.00% | −277−3.0% | Reduced |
| Whittier Trust Co | 9,041 | $1.47M | 0.03% | +140+1.6% | Added |
| Dynamic Technology Lab Private Ltd | 9,050 | $1.47M | 0.17% | +6,260+224.4% | Added |
| PEAK6 Investments LLC | 9,131 | $1.48M | 0.03% | +9,131 | New |
| Pinnacle Associates Ltd | 9,440 | $1.53M | 0.03% | −7,125−43.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,439 | $1.53M | 0.02% | +593+6.7% | Added |
| Congress Asset Management Co | 9,511 | $1.54M | 0.01% | +760+8.7% | Added |
| Hancock Whitney Corp | 9,566 | $1.55M | 0.06% | −319−3.2% | Reduced |
| Azzad Asset Management Inc | 9,686 | $1.58M | 0.16% | +283+3.0% | Added |
| Martingale Asset Management L P | 10,157 | $1.65M | 0.03% | 00.0% | Unchanged |
| First Trust Advisors LP | 10,708 | $1.74M | 0.00% | +2,010+23.1% | Added |
| Jane Street Group, LLC | 11,400 | $1.85M | 0.00% | +6,939+155.5% | Added |
| Capital International Inc | 11,735 | $1.91M | 0.03% | −155−1.3% | Reduced |
| Bank of Montreal | 9,511 | $1.99M | 0.00% | +7,625+404.3% | Added |
| State of Tennessee, Treasury Department | 12,490 | $2.03M | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 12,987 | $2.11M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,209 | $2.15M | 0.00% | −3,746−22.1% | Reduced |
| M&T Bank Corp | 13,414 | $2.18M | 0.01% | −8−0.1% | Reduced |
| Yousif Capital Management, LLC | 13,427 | $2.18M | 0.03% | +255+1.9% | Added |
| State of New Jersey Common Pension Fund D | 13,454 | $2.19M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,605 | $2.37M | 0.00% | −26,819−64.7% | Reduced |
| ExodusPoint Capital Management, LP | 15,316 | $2.49M | 0.04% | +10,695+231.4% | Added |
| Two Sigma Investments, LP | 15,904 | $2.58M | 0.01% | +15,904 | New |
| Amalgamated Bank | 16,184 | $2.63M | 0.02% | −217−1.3% | Reduced |
| New York State Common Retirement Fund | 16,504 | $2.68M | 0.00% | −696−4.0% | Reduced |