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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.

Q3 2022 vs. Q2 2022

How the institutions holding Helen of Troy Ltd changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of HELE: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders2972257−38
Shares25.0M1.56K24.0M−991.9K (−4.0%)
Value$4.06B$254.0K$2.32B−$1.74B (−42.9%)

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Helen of Troy Ltd at the end of Q3 2022 but not at the end of Q2 2022.

Sold out (65)

Institutions that held Helen of Troy Ltd at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of HELE in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
FIL Ltd153,487$24.9M
Lazard Asset Management LLC93,924$15.3M
Advantage Alpha Capital Partners LP44,874$7.29M
Ziegler Capital Management, LLC42,034$6.83M
Landscape Capital Management, L.L.C.38,931$6.32M
Castleark Management LLC34,360$5.58M
HRT Financial LP30,500$4.95M
William Blair Investment Management, LLC21,100$3.43M
Amundi24,135$3.03M
Aviva PLC12,987$2.11M
Martingale Asset Management L P10,157$1.65M
Hancock Whitney Corp9,566$1.55M
Congress Asset Management Co9,511$1.54M
Congress Wealth Management LLC5,362$870.0K
AQR Capital Management LLC4,487$697.0K
Wellington Management Group LLP4,236$688.0K
Zacks Investment Management3,878$630.0K
Trexquant Investment LP3,534$574.0K
Beck Mack & Oliver LLC3,500$568.0K
Aurora Investment Counsel3,323$540.0K
Gotham Asset Management, LLC3,279$533.0K
HSBC Holdings PLC3,146$512.0K
MQS Management LLC3,060$497.0K
Prelude Capital Management, LLC2,688$437.0K
Janney Capital Management LLC2,201$357.0K
Arkadios Wealth Advisors2,139$347.0K
Crossmark Global Holdings, Inc.2,033$330.0K
Burney Co2,023$329.0K
Mitsubishi UFJ Asset Management (UK) Ltd.2,000$325.0K
Teza Capital Management LLC1,943$316.0K
Veritable, L.P.1,940$315.0K
Oppenheimer Asset Management Inc.1,901$308.0K
Argent Capital Management LLC1,875$305.0K
TownSquare Capital, LLC1,863$303.0K
Smith, Salley & Associates1,818$295.0K
GWM Advisors LLC1,809$294.0K
Aigen Investment Management, LP1,799$292.0K
First Republic Investment Management, Inc.1,755$285.0K
Mackenzie Financial Corp1,749$284.0K
Strong Tower Advisory Services1,713$278.0K
Van Hulzen Asset Management, LLC1,618$263.0K
Pictet Asset Management SA1,600$260.0K
Pinnacle Wealth Management Advisory Group, LLC1,600$260.0K
GW Henssler & Associates Ltd1,547$251.0K
Sadoff Investment Management LLC1,460$237.0K
Guggenheim Capital LLC1,416$231.0K
Profund Advisors LLC1,416$230.0K
Cambridge Investment Research Advisors, Inc.1,334$217.0K
Shelton Capital Management1,277$207.0K
Intrust Bank NA1,274$207.0K
Arlington Partners LLC660$107.0K
Geneos Wealth Management Inc.100$16.0K
Umb Bank N A83$14.0K
Walleye Trading LLC43$7.00K
Venture Visionary Partners LLC30$4.87K
Glen Eagle Advisors, LLC25$4.06K
Sandy Spring Bank24$4.00K
Heritage Financial Services, LLC29$4.00K
Twin Tree Management, LP18$3.00K
Prospera Financial Services Inc19$3.00K
Zions Bancorporation, N.A.16$3.00K
Sargent Bickham Lagudis LLC9$1.00K
Dark Forest Capital Management LP6$1.00K
Sutton Wealth Advisors Inc.5$812
Huntington National Bank4$0

Not filed for Q3 2022 yet (2)

Institutions that held Helen of Troy Ltd at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HELE in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Advisor Partners LLC1,555$253.0K
Fieldpoint Private Securities, LLC5$1.00K