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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 15,316 | $2.49M | 0.04% | +10,695+231.4% | Added |
| Royal Bank of Canada | 14,605 | $2.37M | 0.00% | −26,819−64.7% | Reduced |
| State of New Jersey Common Pension Fund D | 13,454 | $2.19M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 13,427 | $2.18M | 0.03% | +255+1.9% | Added |
| M&T Bank Corp | 13,414 | $2.18M | 0.01% | −8−0.1% | Reduced |
| Citadel Advisors LLC | 13,209 | $2.15M | 0.00% | −3,746−22.1% | Reduced |
| Aviva PLC | 12,987 | $2.11M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 12,490 | $2.03M | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 9,511 | $1.99M | 0.00% | +7,625+404.3% | Added |
| Capital International Inc | 11,735 | $1.91M | 0.03% | −155−1.3% | Reduced |
| Jane Street Group, LLC | 11,400 | $1.85M | 0.00% | +6,939+155.5% | Added |
| First Trust Advisors LP | 10,708 | $1.74M | 0.00% | +2,010+23.1% | Added |
| Martingale Asset Management L P | 10,157 | $1.65M | 0.03% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 9,686 | $1.58M | 0.16% | +283+3.0% | Added |
| Hancock Whitney Corp | 9,566 | $1.55M | 0.06% | −319−3.2% | Reduced |
| Congress Asset Management Co | 9,511 | $1.54M | 0.01% | +760+8.7% | Added |
| 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 |
| PEAK6 Investments LLC | 9,131 | $1.48M | 0.03% | +9,131 | New |
| Dynamic Technology Lab Private Ltd | 9,050 | $1.47M | 0.17% | +6,260+224.4% | Added |
| Whittier Trust Co | 9,041 | $1.47M | 0.03% | +140+1.6% | Added |
| Voya Investment Management LLC | 9,026 | $1.47M | 0.00% | −277−3.0% | Reduced |
| Magnetar Financial LLC | 8,833 | $1.44M | 0.02% | +8,833 | New |
| Campbell & CO Investment Adviser LLC | 8,812 | $1.43M | 0.39% | +8,812 | New |
| Oarsman Capital, Inc. | 8,720 | $1.42M | 0.70% | +280+3.3% | Added |
| Engineers Gate Manager LP | 8,414 | $1.37M | 0.05% | +8,414 | New |
| James Investment Research Inc | 8,372 | $1.36M | 0.18% | −2,721−24.5% | Reduced |
| Summit Global Investments | 8,264 | $1.34M | 0.12% | +480+6.2% | Added |
| Ameritas Investment Partners, Inc. | 8,167 | $1.33M | 0.06% | −103−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 7,997 | $1.30M | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,945 | $1.29M | 0.02% | +2,566+47.7% | Added |
| State Board of Administration of Florida Retirement System | 7,672 | $1.25M | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 7,646 | $1.24M | 0.03% | +3,071+67.1% | Added |
| Sit Investment Associates Inc | 7,530 | $1.22M | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 7,142 | $1.16M | 0.00% | −4,103−36.5% | Reduced |
| Oregon Public Employees Retirement Fund | 6,972 | $1.13M | 0.02% | −726−9.4% | Reduced |
| Pier 88 Investment Partners LLC | 6,960 | $1.13M | 0.27% | −600−7.9% | Reduced |
| Arizona State Retirement System | 6,541 | $1.06M | 0.01% | +19+0.3% | Added |
| CWM, LLC | 6,529 | $1.06M | 0.01% | −21−0.3% | Reduced |
| US Bancorp | 6,289 | $1.02M | 0.00% | −418−6.2% | Reduced |
| Thrivent Financial for Lutherans | 6,255 | $1.02M | 0.00% | −52−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 6,092 | $989.0K | 0.01% | −330−5.1% | Reduced |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 5,800 | $942.0K | 0.12% | +5,800 | New |
| AGF Investments LLC | 5,451 | $885.0K | 0.08% | +5,451 | New |
| Barclays PLC | 5,393 | $876.0K | 0.00% | +143+2.7% | Added |
| Congress Wealth Management LLC | 5,362 | $870.0K | 0.02% | +584+12.2% | Added |
| Eaton Vance Management | 5,310 | $863.0K | 0.00% | −605−10.2% | Reduced |
| Quantbot Technologies LP | 5,253 | $853.0K | 0.08% | +5,253 | New |
| Louisiana State Employees Retirement System | 6,300 | $806.0K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,865 | $790.0K | 0.01% | +600+14.1% | Added |
| Raymond James & Associates | 4,801 | $780.0K | 0.00% | −4,072−45.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,636 | $753.0K | 0.03% | +375+8.8% | Added |
| Federated Hermes, Inc. | 4,456 | $723.0K | 0.00% | +1,031+30.1% | Added |
| AQR Capital Management LLC | 4,487 | $697.0K | 0.00% | −3,831−46.1% | Reduced |
| Susquehanna International Group, LLP | 4,261 | $692.0K | 0.00% | +3,144+281.5% | Added |
| Wellington Management Group LLP | 4,236 | $688.0K | 0.00% | +4,236 | New |
| ProShare Advisors LLC | 4,027 | $655.0K | 0.00% | −2,422−37.6% | Reduced |
| Stifel Financial Corp | 4,025 | $654.0K | 0.00% | −1,820−31.1% | 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 |
| Zacks Investment Management | 3,878 | $630.0K | 0.01% | −226−5.5% | Reduced |
| Ergoteles LLC | 3,869 | $628.0K | 0.02% | +3,869 | New |
| Teacher Retirement System of Texas | 3,843 | $624.0K | 0.00% | −1,187−23.6% | Reduced |
| Xponance, Inc. | 3,829 | $622.0K | 0.01% | +159+4.3% | Added |
| D. E. Shaw & Co., Inc. | 3,774 | $613.0K | 0.00% | +3,774 | New |
| New Mexico Educational Retirement Board | 3,700 | $601.0K | 0.03% | −1,400−27.5% | Reduced |
| The PNC Financial Services Group, Inc. | 3,586 | $581.0K | 0.00% | −29−0.8% | Reduced |
| Edgestream Partners, L.P. | 3,552 | $577.0K | 0.05% | +1,628+84.6% | Added |
| Anchor Capital Advisors LLC | 3,546 | $576.0K | 0.01% | −147,394−97.7% | Reduced |
| Trexquant Investment LP | 3,534 | $574.0K | 0.03% | +3,534 | New |
| 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 |
| 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 |
| Aurora Investment Counsel | 3,323 | $540.0K | 0.39% | +120+3.7% | Added |
| HGK Asset Management Inc | 3,318 | $539.0K | 0.20% | +930+38.9% | Added |
| Gotham Asset Management, LLC | 3,279 | $533.0K | 0.02% | +1,733+112.1% | Added |
| Quantamental Technologies LLC | 3,226 | $524.0K | 0.24% | +2,088+183.5% | Added |
| Advisor Group Holdings, Inc. | 3,165 | $521.0K | 0.00% | −242−7.1% | Reduced |
| HSBC Holdings PLC | 3,146 | $512.0K | 0.00% | +1,918+156.2% | Added |
| MQS Management LLC | 3,060 | $497.0K | 0.34% | +1,206+65.0% | Added |
| 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 |
| Virtu Financial LLC | 2,881 | $468.0K | 0.04% | +2,881 | New |
| Lindenwold Advisors | 2,828 | $459.0K | 0.33% | +37+1.3% | Added |
| Equitable Trust Co | 2,790 | $453.0K | 0.03% | +2,790 | New |
| FORA Capital, LLC | 2,781 | $452.0K | 0.09% | +2,781 | New |
| Prelude Capital Management, LLC | 2,688 | $437.0K | 0.02% | +1,624+152.6% | Added |
| Citigroup Inc | 2,670 | $433.0K | 0.00% | +514+23.8% | Added |
| Prudential Financial Inc | 2,587 | $413.0K | 0.00% | −205−7.3% | Reduced |
| Captrust Financial Advisors | 2,326 | $378.0K | 0.00% | +1,452+166.1% | Added |
| Pathstone Family Office, LLC | 2,235 | $363.0K | 0.01% | +335+17.6% | Added |
| Janney Capital Management LLC | 2,201 | $357.0K | 0.03% | −21−0.9% | Reduced |
| Securian Asset Management, Inc | 2,147 | $349.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,139 | $347.0K | 0.05% | +2,139 | New |
| Verition Fund Management LLC | 2,114 | $343.0K | 0.01% | +2,114 | New |
| Tower Research Capital LLC (TRC) | 2,071 | $336.0K | 0.01% | +1,447+231.9% | Added |