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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 17,081 | $2.77M | 0.21% | −1,222−6.7% | Reduced |
| Texas Permanent School Fund | 17,267 | $2.80M | 0.04% | +155+0.9% | Added |
| Amundi | 24,135 | $3.03M | 0.00% | −60−0.2% | Reduced |
| Millennium Management LLC | 19,240 | $3.13M | 0.00% | +14,491+305.1% | Added |
| Voloridge Investment Management, LLC | 19,592 | $3.18M | 0.02% | +19,592 | New |
| Mutual of America Capital Management LLC | 19,945 | $3.24M | 0.04% | −2,066−9.4% | Reduced |
| Gladstone Institutional Advisory LLC | 20,227 | $3.29M | 0.26% | +5,041+33.2% | Added |
| Wells Fargo & Company | 20,565 | $3.34M | 0.00% | −42,274−67.3% | Reduced |
| Credit Suisse AG | 20,652 | $3.35M | 0.00% | −446−2.1% | Reduced |
| BNP Paribas Arbitrage, SA | 20,685 | $3.36M | 0.01% | +16,784+430.2% | Added |
| Hamilton Point Investment Advisors, LLC | 20,872 | $3.39M | 0.99% | +49+0.2% | Added |
| William Blair Investment Management, LLC | 21,100 | $3.43M | 0.01% | −417,280−95.2% | Reduced |
| Twinbeech Capital LP | 21,686 | $3.52M | 0.16% | +21,686 | New |
| Duality Advisers, LP | 22,314 | $3.62M | 0.36% | +17,421+356.0% | Added |
| Marshall Wace, LLP | 22,503 | $3.65M | 0.01% | +22,503 | New |
| EULAV Asset Management | 23,000 | $3.73M | 0.15% | 00.0% | Unchanged |
| Holocene Advisors, LP | 23,729 | $3.85M | 0.02% | +5,084+27.3% | Added |
| LPL Financial LLC | 24,209 | $3.93M | 0.00% | −631−2.5% | Reduced |
| AlphaCrest Capital Management LLC | 24,411 | $3.96M | 0.19% | +22,450+1,144.8% | Added |
| Comerica Bank | 31,002 | $3.97M | 0.03% | −4,579−12.9% | Reduced |
| Polen Capital Management LLC | 25,105 | $4.08M | 0.01% | −5,393−17.7% | Reduced |
| Neuberger Berman Group LLC | 26,568 | $4.32M | 0.00% | −103−0.4% | Reduced |
| New York State Teachers Retirement System | 26,691 | $4.33M | 0.01% | −100−0.4% | Reduced |
| MetLife Investment Management | 27,323 | $4.44M | 0.03% | −715−2.6% | Reduced |
| Manufacturers Life Insurance Company, The | 28,701 | $4.66M | 0.00% | −719−2.4% | Reduced |
| Cubist Systematic Strategies, LLC | 30,052 | $4.88M | 0.04% | +27,845+1,261.7% | Added |
| Tudor Investment Corp Et Al | 30,065 | $4.88M | 0.14% | +27,231+960.9% | Added |
| HRT Financial LP | 30,500 | $4.95M | 0.05% | +30,500 | New |
| California State Teachers Retirement System | 30,774 | $5.00M | 0.01% | −58−0.2% | Reduced |
| Retirement Systems of Alabama | 31,408 | $5.10M | 0.02% | −263−0.8% | Reduced |
| UBS Asset Management Americas Inc | 31,722 | $5.15M | 0.00% | +178+0.6% | Added |
| WCM Investment Management, LLC | 34,061 | $5.44M | 0.02% | −44,251−56.5% | Reduced |
| Castleark Management LLC | 34,360 | $5.58M | 0.30% | +8,050+30.6% | Added |
| SEI Investments Co | 35,400 | $5.67M | 0.01% | +17,122+93.7% | Added |
| Deutsche Bank AG | 37,455 | $6.08M | 0.00% | −2,335−5.9% | Reduced |
| Landscape Capital Management, L.L.C. | 38,931 | $6.32M | 0.85% | +38,931 | New |
| Man Group plc | – | $6.74M | 0.03% | – | – |
| Ziegler Capital Management, LLC | 42,034 | $6.83M | 0.28% | −448−1.1% | Reduced |
| Advantage Alpha Capital Partners LP | 44,874 | $7.29M | 1.26% | +21,108+88.8% | Added |
| Goldman Sachs Group Inc | 47,153 | $7.66M | 0.00% | +1,463+3.2% | Added |
| American International Group, Inc. | 50,269 | $8.16M | 0.06% | −2,337−4.4% | Reduced |
| Ameriprise Financial Inc | 50,315 | $8.17M | 0.00% | −5,832−10.4% | Reduced |
| Invesco Ltd. | 51,702 | $8.40M | 0.00% | +184+0.4% | Added |
| California Public Employees Retirement System | 52,248 | $8.49M | 0.01% | −1,800−3.3% | Reduced |
| Legal & General Group Plc | 55,970 | $9.09M | 0.00% | −1,194−2.1% | Reduced |
| Epoch Investment Partners, Inc. | 56,076 | $9.11M | 0.05% | +56,076 | New |
| Swiss National Bank | 56,800 | $9.22M | 0.01% | −300−0.5% | Reduced |
| Alliancebernstein L.P. | 57,284 | $9.30M | 0.00% | +280.0% | Added |
| Bessemer Group Inc | 61,679 | $10.0M | 0.02% | +61,481+31,051.0% | Added |
| Squarepoint Ops LLC | 64,194 | $10.4M | 0.10% | +54,517+563.4% | Added |
| Russell Investments Group, Ltd. | 66,099 | $10.7M | 0.02% | +11,141+20.3% | Added |
| Eagle Asset Management Inc | 66,289 | $10.8M | 0.07% | +1,088+1.7% | Added |
| Bridgewater Associates, LP | 68,529 | $11.1M | 0.05% | +3,435+5.3% | Added |
| Wedge Capital Management L L P | 69,756 | $11.3M | 0.18% | −11,814−14.5% | Reduced |
| British Columbia Investment Management Corp | 73,500 | $11.9M | 0.11% | 00.0% | Unchanged |
| Rhumbline Advisers | 76,802 | $12.5M | 0.02% | +3,876+5.3% | Added |
| Creative Planning | 79,267 | $12.9M | 0.02% | 00.0% | Unchanged |
| Systematic Financial Management LP | 85,206 | $13.8M | 0.48% | +1,289+1.5% | Added |
| Lazard Asset Management LLC | 93,924 | $15.3M | 0.02% | +6,406+7.3% | Added |
| Principal Financial Group Inc | 95,100 | $15.4M | 0.01% | +10,988+13.1% | Added |
| Nuveen Asset Management, LLC | 98,059 | $15.9M | 0.01% | +8,226+9.2% | Added |
| Kennedy Capital Management, Inc. | 99,227 | $16.1M | 0.45% | +30,092+43.5% | Added |
| Price T Rowe Associates Inc | 105,084 | $17.1M | 0.00% | −19,938−15.9% | Reduced |
| Balyasny Asset Management LLC | 105,916 | $17.2M | 0.07% | +11,739+12.5% | Added |
| Public Employees Retirement Association of Colorado | 118,159 | $19.2M | 0.11% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 122,211 | $19.8M | 0.21% | +7,169+6.2% | Added |
| Boston Trust Walden Corp | 139,531 | $22.7M | 0.21% | +2,023+1.5% | Added |
| Bank of America Corp | 142,886 | $23.2M | 0.00% | −23,429−14.1% | Reduced |
| Morgan Stanley | 150,065 | $24.4M | 0.00% | +109,485+269.8% | Added |
| FIL Ltd | 153,487 | $24.9M | 0.03% | 00.0% | Unchanged |
| Brown Advisory Inc | 160,382 | $26.0M | 0.05% | +23,492+17.2% | Added |
| Loomis Sayles & Co L P | 167,200 | $27.2M | 0.05% | −1,247−0.7% | Reduced |
| Neumeier Poma Investment Counsel LLC | 181,685 | $29.5M | 2.31% | −47,578−20.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 185,286 | $30.1M | 0.21% | −21,060−10.2% | Reduced |
| Norges Bank | 187,597 | $30.5M | 0.01% | +7,778+4.3% | Added |
| Cardinal Capital Management LLC | 190,752 | $31.0M | 0.95% | +9,112+5.0% | Added |
| Lord, Abbett & Co. LLC | 260,152 | $42.3M | 0.15% | +87,964+51.1% | Added |
| Bank of New York Mellon Corp | 280,736 | $45.6M | 0.01% | −9,654−3.3% | Reduced |
| Victory Capital Management Inc | 286,113 | $46.5M | 0.05% | −415−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 303,197 | $49.2M | 0.02% | +6,088+2.0% | Added |
| Northern Trust Corp | 316,091 | $51.3M | 0.01% | −13,578−4.1% | Reduced |
| Macquarie Group Ltd | 350,239 | $56.9M | 0.06% | +12,535+3.7% | Added |
| Janus Henderson Group PLC | 386,221 | $62.7M | 0.04% | −102,917−21.0% | Reduced |
| Snyder Capital Management L P | 403,203 | $65.5M | 1.77% | +9,163+2.3% | Added |
| Fisher Asset Management, LLC | 415,315 | $67.5M | 0.05% | −10,785−2.5% | Reduced |
| Geode Capital Management, LLC | 503,653 | $81.8M | 0.01% | +58,173+13.1% | Added |
| Dimensional Fund Advisors LP | 603,754 | $98.1M | 0.04% | −7,194−1.2% | Reduced |
| State Street Corp | 754,330 | $122.5M | 0.01% | −2,669−0.4% | Reduced |
| Capital World Investors | 881,000 | $143.1M | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,065,040 | $173.0M | 0.29% | −45,863−4.1% | Reduced |
| JPMorgan Chase & Co | 1,090,914 | $177.2M | 0.03% | −332,527−23.4% | Reduced |
| Capital Research Global Investors | 1,491,137 | $242.2M | 0.08% | +4720.0% | Added |
| Cooke & Bieler LP | 1,564,653 | $254.1M | 2.44% | +101,480+6.9% | Added |
| Capital International Investors | 1,699,000 | $275.9M | 0.08% | +283,404+20.0% | Added |
| FMR LLC | 2,035,149 | $330.5M | 0.03% | −4,024−0.2% | Reduced |
| Vanguard Group Inc | 2,296,750 | $373.0M | 0.01% | −20,046−0.9% | Reduced |
| BlackRock Inc. | 2,569,909 | $417.4M | 0.01% | −21,382−0.8% | Reduced |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −54,972−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −19,555−100.0% | Sold out |