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 |
|---|---|---|---|---|---|
| Aua Capital Management, LLC | 4 | $0 | 0.00% | −6−60.0% | Reduced |
| Quadrant Capital Group LLC | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Ci Investments Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $0 | 0.00% | +2+100.0% | Added |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| North Star Investment Management Corp. | 2 | $0 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 2 | $193 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 4 | $386 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.00K | 0.00% | −2−18.2% | Reduced |
| Schubert & Co | 10 | $1.00K | 0.00% | +2+25.0% | Added |
| Pittenger & Anderson Inc | 9 | $1.00K | 0.00% | +9 | New |
| Farmers & Merchants Investments Inc | 11 | $1.00K | 0.00% | +11 | New |
| SRS Capital Advisors, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Quent Capital, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $2.00K | 0.00% | +6+54.5% | Added |
| Bell Investment Advisors, Inc | 24 | $2.00K | 0.00% | +18+300.0% | Added |
| Almanack Investment Partners, LLC. | 16 | $2.00K | 0.00% | +16 | New |
| EverSource Wealth Advisors, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Global Financial Private Client, LLC | 21 | $2.08K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 31 | $2.99K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 32 | $3.00K | 0.00% | +10+45.5% | Added |
| FourThought Financial, LLC | 30 | $3.00K | 0.00% | +20+200.0% | Added |
| Massmutual Trust Co FSB | 36 | $3.00K | 0.00% | +28+350.0% | Added |
| BDO Wealth Advisors, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Smithfield Trust Co | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $4.00K | 0.00% | +13+50.0% | Added |
| TD Private Client Wealth LLC | 44 | $4.24K | 0.00% | −147−77.0% | Reduced |
| Westside Investment Management, Inc. | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 67 | $6.00K | 0.00% | −49−42.2% | Reduced |
| Nomura Asset Management Co Ltd | 70 | $6.75K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 101 | $10.0K | 0.00% | +32+46.4% | Added |
| Parallel Advisors, LLC | 112 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 79 | $13.0K | 0.00% | +21+36.2% | Added |
| Steward Partners Investment Advisory, LLC | 146 | $14.0K | 0.00% | −17−10.4% | Reduced |
| First Horizon Advisors, Inc. | 151 | $14.0K | 0.00% | +75+98.7% | Added |
| Simplex Trading, LLC | 182 | $17.0K | 0.00% | +182 | New |
| Bessemer Group Inc | 210 | $20.0K | 0.00% | −61,469−99.7% | Reduced |
| Castle Wealth Management LLC | 206 | $20.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 227 | $22.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 233 | $22.0K | 0.00% | +95+68.8% | Added |
| SOA Wealth Advisors, LLC. | 250 | $24.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 297 | $29.0K | 0.00% | +6+2.1% | Added |
| Rockefeller Capital Management L.P. | 401 | $38.0K | 0.00% | +238+146.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 400 | $38.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 400 | $39.0K | 0.01% | −883−68.8% | Reduced |
| STRS Ohio | 600 | $57.0K | 0.00% | −1,400−70.0% | Reduced |
| Van Eck Associates Corp | 715 | $69.0K | 0.00% | +64+9.8% | Added |
| State of Wyoming | 761 | $73.0K | 0.04% | −110−12.6% | Reduced |
| Royal Bank of Canada | 903 | $87.0K | 0.00% | −13,702−93.8% | Reduced |
| IMA Wealth, Inc. | 1,202 | $116.0K | 0.03% | +1+0.1% | Added |
| Public Employees Retirement System of Ohio | 1,199 | $116.0K | 0.00% | +196+19.5% | Added |
| Point72 Hong Kong Ltd | 1,359 | $131.0K | 0.01% | +1,359 | New |
| Metropolitan Life Insurance Co | 1,433 | $138.2K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,750 | $168.0K | 0.16% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,785 | $172.0K | 0.10% | −75−4.0% | Reduced |
| CWM Advisors, LLC | 2,139 | $206.0K | 0.03% | +834+63.9% | Added |
| Securian Asset Management, Inc | 2,147 | $207.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 2,208 | $213.0K | 0.00% | −1,286−36.8% | Reduced |
| Gsa Capital Partners LLP | 2,284 | $220.0K | 0.03% | +2,284 | New |
| Brinker Capital Investments, LLC | 2,310 | $223.0K | 0.00% | +513+28.5% | Added |
| Petrus Trust Company, LTA | 2,308 | $223.0K | 0.03% | +844+57.7% | Added |
| Stifel Financial Corp | 2,340 | $226.0K | 0.00% | −1,685−41.9% | Reduced |
| Captrust Financial Advisors | 2,344 | $226.0K | 0.00% | +18+0.8% | Added |
| Blueshift Asset Management, LLC | 2,365 | $228.0K | 0.05% | +2,365 | New |
| Prudential Financial Inc | 2,445 | $242.0K | 0.00% | −142−5.5% | Reduced |
| Two Sigma Securities, LLC | 2,539 | $245.0K | 0.03% | +2,539 | New |
| Keybank National Association | 2,575 | $248.0K | 0.00% | +807+45.6% | Added |
| Equitable Trust Co | 2,580 | $249.0K | 0.02% | −210−7.5% | Reduced |
| Pathstone Family Office, LLC | 2,628 | $253.4K | 0.00% | +393+17.6% | Added |
| FORA Capital, LLC | 2,780 | $268.0K | 0.05% | −10.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,807 | $271.0K | 0.00% | −358−11.3% | Reduced |
| Lindenwold Advisors | 2,863 | $276.0K | 0.20% | +35+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,963 | $286.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 3,029 | $292.0K | 0.00% | −1,772−36.9% | Reduced |
| Pier 88 Investment Partners LLC | 3,105 | $299.0K | 0.07% | −3,855−55.4% | Reduced |
| HGK Asset Management Inc | 3,200 | $309.0K | 0.12% | −118−3.6% | Reduced |
| Anchor Capital Advisors LLC | 3,288 | $317.0K | 0.01% | −258−7.3% | Reduced |
| Panagora Asset Management Inc | 3,302 | $318.0K | 0.00% | −1,563−32.1% | Reduced |
| State of Alaska, Department of Revenue | 3,325 | $320.0K | 0.00% | −125−3.6% | Reduced |
| Quantamental Technologies LLC | 3,336 | $322.0K | 0.13% | +110+3.4% | Added |
| Teacher Retirement System of Texas | 3,415 | $329.0K | 0.00% | −428−11.1% | Reduced |
| Virtu Financial LLC | 3,427 | $330.0K | 0.03% | +546+19.0% | Added |
| Handelsbanken Fonder AB | 3,451 | $333.0K | 0.00% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 3,498 | $337.0K | 0.10% | 00.0% | Unchanged |
| Magnetar Financial LLC | 3,609 | $348.0K | 0.00% | −5,224−59.1% | Reduced |
| Federated Hermes, Inc. | 3,659 | $353.0K | 0.00% | −797−17.9% | Reduced |
| New Mexico Educational Retirement Board | 3,700 | $357.0K | 0.02% | 00.0% | Unchanged |
| PDT Partners, LLC | 3,698 | $357.0K | 0.05% | +1,633+79.1% | Added |
| Point72 Asset Management, L.P. | 3,800 | $366.0K | 0.00% | +3,800 | New |
| Xponance, Inc. | 3,820 | $368.0K | 0.01% | −9−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,892 | $376.0K | 0.00% | +3,892 | New |
| The PNC Financial Services Group, Inc. | 3,990 | $384.0K | 0.00% | +404+11.3% | Added |