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 |
|---|---|---|---|---|---|
| PDT Partners, LLC | 2,065 | $335.0K | 0.03% | +2,065 | New |
| Crossmark Global Holdings, Inc. | 2,033 | $330.0K | 0.01% | −80−3.8% | Reduced |
| Burney Co | 2,023 | $329.0K | 0.02% | −74−3.5% | 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 |
| STRS Ohio | 2,000 | $324.0K | 0.00% | −700−25.9% | Reduced |
| Teza Capital Management LLC | 1,943 | $316.0K | 0.12% | +1,943 | New |
| Veritable, L.P. | 1,940 | $315.0K | 0.01% | +4+0.2% | Added |
| Oppenheimer Asset Management Inc. | 1,901 | $308.0K | 0.01% | −38−2.0% | Reduced |
| Argent Capital Management LLC | 1,875 | $305.0K | 0.01% | −711−27.5% | Reduced |
| TownSquare Capital, LLC | 1,863 | $303.0K | 0.01% | −677−26.7% | Reduced |
| Pflug Koory, LLC | 1,860 | $302.0K | 0.17% | −50−2.6% | Reduced |
| Smith, Salley & Associates | 1,818 | $295.0K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,809 | $294.0K | 0.01% | +1,809 | New |
| 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 |
| Keybank National Association | 1,768 | $287.0K | 0.00% | −16−0.9% | Reduced |
| First Republic Investment Management, Inc. | 1,755 | $285.0K | 0.00% | −809−31.6% | Reduced |
| 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 |
| Strong Tower Advisory Services | 1,713 | $278.0K | 0.15% | +41+2.5% | Added |
| Van Hulzen Asset Management, LLC | 1,618 | $263.0K | 0.03% | +40+2.5% | 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 |
| Advisor Partners LLC | 1,555 | $253.0K | 0.02% | +235+17.8% | Added |
| GW Henssler & Associates Ltd | 1,547 | $251.0K | 0.02% | +1,547 | New |
| Petrus Trust Company, LTA | 1,464 | $238.0K | 0.03% | +1,464 | New |
| Sadoff Investment Management LLC | 1,460 | $237.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,433 | $232.7K | 0.01% | −74−4.9% | Reduced |
| Guggenheim Capital LLC | 1,416 | $231.0K | 0.00% | −381−21.2% | Reduced |
| Profund Advisors LLC | 1,416 | $230.0K | 0.01% | −415−22.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,334 | $217.0K | 0.00% | +110+9.0% | Added |
| CWM Advisors, LLC | 1,305 | $212.0K | 0.03% | +102+8.5% | Added |
| Duncker Streett & Co Inc | 1,283 | $208.0K | 0.05% | −140−9.8% | Reduced |
| 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 |
| IMA Wealth, Inc. | 1,201 | $195.0K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,003 | $163.0K | 0.00% | −968−49.1% | Reduced |
| State of Wyoming | 871 | $141.0K | 0.09% | −638−42.3% | Reduced |
| Arlington Partners LLC | 660 | $107.0K | 0.04% | 00.0% | Unchanged |
| Van Eck Associates Corp | 651 | $106.0K | 0.00% | +27+4.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 400 | $65.0K | 0.00% | +400 | New |
| Meeder Asset Management Inc | 291 | $47.0K | 0.00% | +10+3.6% | Added |
| SOA Wealth Advisors, LLC. | 250 | $40.0K | 0.01% | −750−75.0% | Reduced |
| Harbor Investment Advisory, LLC | 227 | $37.0K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 206 | $33.0K | 0.02% | +206 | New |
| TD Private Client Wealth LLC | 191 | $31.0K | 0.00% | −18−8.6% | 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 |
| Assetmark, Inc | 138 | $22.0K | 0.00% | −30−17.9% | Reduced |
| TCI Wealth Advisors, Inc. | 116 | $19.0K | 0.00% | +58+100.0% | Added |
| Parallel Advisors, LLC | 112 | $18.0K | 0.00% | +2+1.8% | Added |
| IFP Advisors, Inc | 16 | $17.0K | 0.00% | −100−86.2% | Reduced |
| Geneos Wealth Management Inc. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 83 | $14.0K | 0.00% | −4−4.6% | Reduced |
| First Horizon Advisors, Inc. | 76 | $12.0K | 0.00% | +44+137.5% | Added |
| Nomura Asset Management Co Ltd | 70 | $11.4K | 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 |
| Westside Investment Management, Inc. | 61 | $9.00K | 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 |
| Key Financial Inc | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 31 | $5.04K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 30 | $4.87K | 0.00% | +30 | New |
| Heritage Wealth Management, LLC | 26 | $4.22K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 25 | $4.06K | 0.00% | +25 | New |
| 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 |
| Global Financial Private Client, LLC | 21 | $3.48K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 5 | $812 | 0.00% | +5 | New |
| American Portfolios Advisors | 4 | $650 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $325 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |