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, Q3 2022
Institutional positions in Helen of Troy Ltd as of Sep 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
- 257
- −38 vs. Q2 2022
- Shares held
- 24.0M
- −991.9K (−4.0%) vs. Q2 2022
- Total value
- $2.32B
- −$1.74B (−42.9%) vs. Q2 2022
- New holders
- 27
- 102 more added
- Sold out
- 65
- 91 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,546,947 | $245.6M | 0.01% | −22,962−0.9% | Reduced |
| FMR LLC | 2,382,397 | $229.8M | 0.02% | +347,248+17.1% | Added |
| Vanguard Group Inc | 2,326,517 | $224.4M | 0.01% | +29,767+1.3% | Added |
| Cooke & Bieler LP | 1,627,430 | $156.9M | 1.69% | +62,777+4.0% | Added |
| Capital Research Global Investors | 1,341,069 | $129.3M | 0.04% | −150,068−10.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,088,020 | $104.9M | 0.19% | +22,980+2.2% | Added |
| JPMorgan Chase & Co | 1,083,968 | $104.5M | 0.02% | −6,946−0.6% | Reduced |
| Capital World Investors | 881,000 | $85.0M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 766,175 | $73.9M | 0.00% | +11,845+1.6% | Added |
| Dimensional Fund Advisors LP | 587,272 | $56.6M | 0.02% | −16,482−2.7% | Reduced |
| Snyder Capital Management L P | 540,409 | $52.1M | 1.33% | +137,206+34.0% | Added |
| Capital International Investors | 535,940 | $51.7M | 0.02% | −1,163,060−68.5% | Reduced |
| Fisher Asset Management, LLC | 479,739 | $46.3M | 0.03% | +64,424+15.5% | Added |
| Victory Capital Management Inc | 432,753 | $41.7M | 0.05% | +146,640+51.3% | Added |
| Geode Capital Management, LLC | 431,627 | $41.6M | 0.01% | −72,026−14.3% | Reduced |
| Macquarie Group Ltd | 355,023 | $34.3M | 0.04% | +4,784+1.4% | Added |
| Northern Trust Corp | 313,177 | $30.2M | 0.01% | −2,914−0.9% | Reduced |
| Bank of New York Mellon Corp | 286,909 | $27.7M | 0.01% | +6,173+2.2% | Added |
| Charles Schwab Investment Management Inc | 255,300 | $24.6M | 0.01% | −47,897−15.8% | Reduced |
| Janus Henderson Group PLC | 239,762 | $23.1M | 0.02% | −146,459−37.9% | Reduced |
| Balyasny Asset Management LLC | 208,481 | $20.1M | 0.08% | +102,565+96.8% | Added |
| Norges Bank | 196,685 | $19.0M | 0.01% | +9,088+4.8% | Added |
| Cardinal Capital Management LLC | 190,707 | $18.4M | 0.63% | −450.0% | Reduced |
| NFJ Investment Group, LLC | 135,854 | $18.1M | 0.48% | +135,854 | New |
| GW&K Investment Management, LLC | 185,257 | $17.9M | 0.20% | +63,046+51.6% | Added |
| Lord, Abbett & Co. LLC | 173,312 | $16.7M | 0.06% | −86,840−33.4% | Reduced |
| Brown Advisory Inc | 157,561 | $15.2M | 0.03% | −2,821−1.8% | Reduced |
| Bank of America Corp | 156,133 | $15.1M | 0.00% | +13,247+9.3% | Added |
| Boston Trust Walden Corp | 143,754 | $13.9M | 0.14% | +4,223+3.0% | Added |
| Morgan Stanley | 143,078 | $13.8M | 0.00% | −6,987−4.7% | Reduced |
| Bridgewater Associates, LP | 131,521 | $12.7M | 0.06% | +62,992+91.9% | Added |
| Kennedy Capital Management, Inc. | 128,961 | $12.4M | 0.37% | +29,734+30.0% | Added |
| Price T Rowe Associates Inc | 100,334 | $9.68M | 0.00% | −4,750−4.5% | Reduced |
| Neumeier Poma Investment Counsel LLC | 96,215 | $9.28M | 0.92% | −85,470−47.0% | Reduced |
| Nuveen Asset Management, LLC | 95,681 | $9.23M | 0.00% | −2,378−2.4% | Reduced |
| Principal Financial Group Inc | 94,258 | $9.09M | 0.01% | −842−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 88,559 | $8.54M | 0.05% | −29,600−25.1% | Reduced |
| Systematic Financial Management LP | 87,041 | $8.39M | 0.31% | +1,835+2.2% | Added |
| Loomis Sayles & Co L P | 85,759 | $8.27M | 0.02% | −81,441−48.7% | Reduced |
| Two Sigma Investments, LP | 84,176 | $8.12M | 0.03% | +68,272+429.3% | Added |
| Squarepoint Ops LLC | 80,481 | $7.76M | 0.07% | +16,287+25.4% | Added |
| Creative Planning | 79,716 | $7.69M | 0.01% | +449+0.6% | Added |
| Rhumbline Advisers | 79,582 | $7.67M | 0.01% | +2,780+3.6% | Added |
| Goldman Sachs Group Inc | 74,923 | $7.22M | 0.00% | +27,770+58.9% | Added |
| British Columbia Investment Management Corp | 73,500 | $7.09M | 0.08% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 73,306 | $7.07M | 0.05% | +17,230+30.7% | Added |
| Wedge Capital Management L L P | 68,547 | $6.61M | 0.11% | −1,209−1.7% | Reduced |
| Cubist Systematic Strategies, LLC | 61,239 | $5.91M | 0.04% | +31,187+103.8% | Added |
| Tudor Investment Corp Et Al | 59,907 | $5.78M | 0.14% | +29,842+99.3% | Added |
| Edgestream Partners, L.P. | 59,683 | $5.76M | 0.45% | +56,131+1,580.3% | Added |
| Eagle Asset Management Inc | 59,189 | $5.71M | 0.04% | −7,100−10.7% | Reduced |
| Alliancebernstein L.P. | 57,028 | $5.50M | 0.00% | −256−0.4% | Reduced |
| Voloridge Investment Management, LLC | 56,833 | $5.48M | 0.03% | +37,241+190.1% | Added |
| Swiss National Bank | 56,500 | $5.45M | 0.00% | −300−0.5% | Reduced |
| California Public Employees Retirement System | 55,770 | $5.38M | 0.00% | +3,522+6.7% | Added |
| Legal & General Group Plc | 55,532 | $5.36M | 0.00% | −438−0.8% | Reduced |
| Invesco Ltd. | 51,318 | $4.95M | 0.00% | −384−0.7% | Reduced |
| American International Group, Inc. | 48,858 | $4.71M | 0.03% | −1,411−2.8% | Reduced |
| Ameriprise Financial Inc | 48,401 | $4.67M | 0.00% | −1,914−3.8% | Reduced |
| Russell Investments Group, Ltd. | 46,521 | $4.49M | 0.01% | −19,578−29.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 42,683 | $4.12M | 0.03% | −142,603−77.0% | Reduced |
| Millennium Management LLC | 42,167 | $4.07M | 0.01% | +22,927+119.2% | Added |
| Citadel Advisors LLC | 37,615 | $3.63M | 0.00% | +24,406+184.8% | Added |
| Deutsche Bank AG | 35,188 | $3.39M | 0.00% | −2,267−6.1% | Reduced |
| SEI Investments Co | 34,722 | $3.35M | 0.01% | −678−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 33,753 | $3.26M | 0.01% | +13,068+63.2% | Added |
| Holocene Advisors, LP | 32,109 | $3.10M | 0.02% | +8,380+35.3% | Added |
| Retirement Systems of Alabama | 31,379 | $3.03M | 0.01% | −29−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 30,647 | $2.96M | 0.04% | +15,331+100.1% | Added |
| Gladstone Institutional Advisory LLC | 30,291 | $2.92M | 0.23% | +10,064+49.8% | Added |
| California State Teachers Retirement System | 29,904 | $2.88M | 0.00% | −870−2.8% | Reduced |
| Manufacturers Life Insurance Company, The | 27,999 | $2.70M | 0.00% | −702−2.4% | Reduced |
| MetLife Investment Management | 27,842 | $2.69M | 0.02% | +519+1.9% | Added |
| Polen Capital Management LLC | 27,816 | $2.68M | 0.01% | +2,711+10.8% | Added |
| Comerica Bank | 30,857 | $2.67M | 0.02% | −145−0.5% | Reduced |
| UBS Asset Management Americas Inc | 26,692 | $2.57M | 0.00% | −5,030−15.9% | Reduced |
| New York State Teachers Retirement System | 25,911 | $2.50M | 0.01% | −780−2.9% | Reduced |
| LPL Financial LLC | 24,180 | $2.33M | 0.00% | −29−0.1% | Reduced |
| Jump Financial, LLC | 23,207 | $2.24M | 0.09% | +23,207 | New |
| Twinbeech Capital LP | 23,102 | $2.23M | 0.06% | +1,416+6.5% | Added |
| EULAV Asset Management | 23,000 | $2.22M | 0.10% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 22,329 | $2.15M | 0.13% | −2,082−8.5% | Reduced |
| Jane Street Group, LLC | 21,287 | $2.05M | 0.00% | +9,887+86.7% | Added |
| Quadrature Capital Ltd | 21,220 | $2.05M | 0.07% | +21,220 | New |
| Campbell & CO Investment Adviser LLC | 21,189 | $2.04M | 0.46% | +12,377+140.5% | Added |
| Hamilton Point Investment Advisors, LLC | 21,041 | $2.03M | 0.62% | +169+0.8% | Added |
| Credit Suisse AG | 20,989 | $2.02M | 0.00% | +337+1.6% | Added |
| Mutual of America Capital Management LLC | 19,257 | $1.86M | 0.03% | −688−3.4% | Reduced |
| Two Sigma Advisers, LP | 18,763 | $1.81M | 0.01% | +18,763 | New |
| State of New Jersey Common Pension Fund D | 17,991 | $1.74M | 0.01% | +4,537+33.7% | Added |
| First Trust Advisors LP | 17,552 | $1.69M | 0.00% | +6,844+63.9% | Added |
| New York State Common Retirement Fund | 17,300 | $1.67M | 0.00% | +796+4.8% | Added |
| Texas Permanent School Fund | 17,241 | $1.66M | 0.03% | −26−0.2% | Reduced |
| Azzad Asset Management Inc | 16,661 | $1.62M | 0.16% | +6,975+72.0% | Added |
| Amalgamated Bank | 16,625 | $1.60M | 0.02% | +441+2.7% | Added |
| M&T Bank Corp | 16,333 | $1.57M | 0.01% | +2,919+21.8% | Added |
| GHP Investment Advisors, Inc. | 15,971 | $1.54M | 0.12% | −1,110−6.5% | Reduced |
| D. E. Shaw & Co., Inc. | 15,880 | $1.53M | 0.00% | +12,106+320.8% | Added |
| Neuberger Berman Group LLC | 15,613 | $1.50M | 0.00% | −10,955−41.2% | Reduced |
| Duality Advisers, LP | 14,889 | $1.44M | 0.16% | −7,425−33.3% | Reduced |