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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 3,971 | $385.0K | 0.00% | −56−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 4,104 | $396.0K | 0.01% | +2,033+98.2% | Added |
| Exchange Traded Concepts, LLC | 4,728 | $456.0K | 0.01% | +1,769+59.8% | Added |
| Bayesian Capital Management, LP | 4,782 | $461.0K | 0.09% | +4,782 | New |
| Commerce Bank | 4,838 | $466.0K | 0.00% | +941+24.1% | Added |
| Capital International Inc | 4,876 | $470.0K | 0.01% | −6,859−58.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,999 | $482.0K | 0.02% | +363+7.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,147 | $496.4K | 0.05% | −653−11.3% | Reduced |
| Envestnet Asset Management Inc | 5,248 | $506.0K | 0.00% | −1,894−26.5% | Reduced |
| Citigroup Inc | 5,259 | $507.0K | 0.00% | +2,589+97.0% | Added |
| Eaton Vance Management | 5,292 | $510.0K | 0.00% | −18−0.3% | Reduced |
| Verition Fund Management LLC | 5,370 | $518.0K | 0.01% | +3,256+154.0% | Added |
| Dynamic Technology Lab Private Ltd | 5,540 | $534.0K | 0.05% | −3,510−38.8% | Reduced |
| Nisa Investment Advisors, LLC | 5,726 | $552.0K | 0.00% | −366−6.0% | Reduced |
| State of Michigan Retirement System | 6,027 | $581.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,053 | $584.0K | 0.00% | −236−3.8% | Reduced |
| Bank of Nova Scotia | 6,180 | $596.0K | 0.00% | +2,282+58.5% | Added |
| Bank of Montreal | 4,774 | $598.0K | 0.00% | −4,737−49.8% | Reduced |
| Thrivent Financial for Lutherans | 6,344 | $612.0K | 0.00% | +89+1.4% | Added |
| Louisiana State Employees Retirement System | 6,400 | $617.0K | 0.02% | +100+1.6% | Added |
| Arizona State Retirement System | 6,479 | $625.0K | 0.01% | −62−0.9% | Reduced |
| CWM, LLC | 6,860 | $662.0K | 0.01% | +331+5.1% | Added |
| Oregon Public Employees Retirement Fund | 6,972 | $672.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 7,129 | $688.0K | 0.00% | +1,736+32.2% | Added |
| Susquehanna International Group, LLP | 7,134 | $688.0K | 0.00% | +2,873+67.4% | Added |
| WCM Investment Management, LLC | 7,248 | $720.0K | 0.00% | −26,813−78.7% | Reduced |
| Sit Investment Associates Inc | 7,530 | $726.0K | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 7,646 | $737.0K | 0.02% | 00.0% | Unchanged |
| James Investment Research Inc | 7,665 | $739.0K | 0.11% | −707−8.4% | Reduced |
| State Board of Administration of Florida Retirement System | 7,672 | $740.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 7,900 | $762.0K | 0.07% | +5,900+295.0% | Added |
| Ensign Peak Advisors, Inc | 7,997 | $771.0K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 8,060 | $777.0K | 0.42% | −660−7.6% | Reduced |
| Ameritas Investment Partners, Inc. | 8,094 | $780.0K | 0.03% | −73−0.9% | Reduced |
| SG Americas Securities, LLC | 8,304 | $801.0K | 0.01% | +359+4.5% | Added |
| Jefferies Group LLC | 8,504 | $820.1K | 0.02% | +8,504 | New |
| Pinnacle Associates Ltd | 8,605 | $830.0K | 0.02% | −835−8.8% | Reduced |
| Summit Global Investments | 8,745 | $843.0K | 0.08% | +481+5.8% | Added |
| Man Group plc | 8,988 | $867.0K | 0.00% | – | – |
| Voya Investment Management LLC | 9,026 | $870.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 9,399 | $906.0K | 0.02% | +358+4.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,503 | $916.0K | 0.01% | +64+0.7% | Added |
| Royce & Associates LP | 10,000 | $964.0K | 0.01% | +10,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,160 | $980.0K | 0.00% | +10,160 | New |
| Quantbot Technologies LP | 10,682 | $1.03M | 0.08% | +5,429+103.4% | Added |
| State of Wisconsin Investment Board | 10,844 | $1.05M | 0.00% | +4,813+79.8% | Added |
| Marshall Wace, LLP | 11,200 | $1.08M | 0.00% | −11,303−50.2% | Reduced |
| Nierenberg Investment Management Company, Inc. | 11,510 | $1.11M | 0.92% | +11,510 | New |
| Wells Fargo & Company | 11,621 | $1.12M | 0.00% | −8,944−43.5% | Reduced |
| Yousif Capital Management, LLC | 12,276 | $1.18M | 0.02% | −1,151−8.6% | Reduced |
| Ergoteles LLC | 13,194 | $1.27M | 0.04% | +9,325+241.0% | Added |
| Engineers Gate Manager LP | 13,303 | $1.28M | 0.08% | +4,889+58.1% | Added |
| AGF Investments LLC | 13,358 | $1.29M | 0.12% | +7,907+145.1% | Added |
| State of Tennessee, Treasury Department | 13,462 | $1.30M | 0.01% | +972+7.8% | Added |
| Qube Research & Technologies Ltd | 14,510 | $1.40M | 0.01% | +14,510 | New |
| PEAK6 Investments LLC | 14,714 | $1.42M | 0.05% | +5,583+61.1% | Added |
| Duality Advisers, LP | 14,889 | $1.44M | 0.16% | −7,425−33.3% | Reduced |
| Neuberger Berman Group LLC | 15,613 | $1.50M | 0.00% | −10,955−41.2% | Reduced |
| D. E. Shaw & Co., Inc. | 15,880 | $1.53M | 0.00% | +12,106+320.8% | Added |
| GHP Investment Advisors, Inc. | 15,971 | $1.54M | 0.12% | −1,110−6.5% | Reduced |
| M&T Bank Corp | 16,333 | $1.57M | 0.01% | +2,919+21.8% | Added |
| Amalgamated Bank | 16,625 | $1.60M | 0.02% | +441+2.7% | Added |
| Azzad Asset Management Inc | 16,661 | $1.62M | 0.16% | +6,975+72.0% | Added |
| Texas Permanent School Fund | 17,241 | $1.66M | 0.03% | −26−0.2% | Reduced |
| New York State Common Retirement Fund | 17,300 | $1.67M | 0.00% | +796+4.8% | Added |
| First Trust Advisors LP | 17,552 | $1.69M | 0.00% | +6,844+63.9% | Added |
| State of New Jersey Common Pension Fund D | 17,991 | $1.74M | 0.01% | +4,537+33.7% | Added |
| Two Sigma Advisers, LP | 18,763 | $1.81M | 0.01% | +18,763 | New |
| Mutual of America Capital Management LLC | 19,257 | $1.86M | 0.03% | −688−3.4% | Reduced |
| Credit Suisse AG | 20,989 | $2.02M | 0.00% | +337+1.6% | Added |
| Hamilton Point Investment Advisors, LLC | 21,041 | $2.03M | 0.62% | +169+0.8% | Added |
| Campbell & CO Investment Adviser LLC | 21,189 | $2.04M | 0.46% | +12,377+140.5% | Added |
| Quadrature Capital Ltd | 21,220 | $2.05M | 0.07% | +21,220 | New |
| Jane Street Group, LLC | 21,287 | $2.05M | 0.00% | +9,887+86.7% | Added |
| AlphaCrest Capital Management LLC | 22,329 | $2.15M | 0.13% | −2,082−8.5% | Reduced |
| EULAV Asset Management | 23,000 | $2.22M | 0.10% | 00.0% | Unchanged |
| Twinbeech Capital LP | 23,102 | $2.23M | 0.06% | +1,416+6.5% | Added |
| Jump Financial, LLC | 23,207 | $2.24M | 0.09% | +23,207 | New |
| LPL Financial LLC | 24,180 | $2.33M | 0.00% | −29−0.1% | Reduced |
| New York State Teachers Retirement System | 25,911 | $2.50M | 0.01% | −780−2.9% | Reduced |
| UBS Asset Management Americas Inc | 26,692 | $2.57M | 0.00% | −5,030−15.9% | Reduced |
| Comerica Bank | 30,857 | $2.67M | 0.02% | −145−0.5% | Reduced |
| Polen Capital Management LLC | 27,816 | $2.68M | 0.01% | +2,711+10.8% | Added |
| MetLife Investment Management | 27,842 | $2.69M | 0.02% | +519+1.9% | Added |
| Manufacturers Life Insurance Company, The | 27,999 | $2.70M | 0.00% | −702−2.4% | Reduced |
| California State Teachers Retirement System | 29,904 | $2.88M | 0.00% | −870−2.8% | Reduced |
| Gladstone Institutional Advisory LLC | 30,291 | $2.92M | 0.23% | +10,064+49.8% | Added |
| ExodusPoint Capital Management, LP | 30,647 | $2.96M | 0.04% | +15,331+100.1% | Added |
| Retirement Systems of Alabama | 31,379 | $3.03M | 0.01% | −29−0.1% | Reduced |
| Holocene Advisors, LP | 32,109 | $3.10M | 0.02% | +8,380+35.3% | Added |
| BNP Paribas Arbitrage, SA | 33,753 | $3.26M | 0.01% | +13,068+63.2% | Added |
| SEI Investments Co | 34,722 | $3.35M | 0.01% | −678−1.9% | Reduced |
| Deutsche Bank AG | 35,188 | $3.39M | 0.00% | −2,267−6.1% | Reduced |
| Citadel Advisors LLC | 37,615 | $3.63M | 0.00% | +24,406+184.8% | Added |
| Millennium Management LLC | 42,167 | $4.07M | 0.01% | +22,927+119.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 42,683 | $4.12M | 0.03% | −142,603−77.0% | Reduced |
| Russell Investments Group, Ltd. | 46,521 | $4.49M | 0.01% | −19,578−29.6% | Reduced |
| Ameriprise Financial Inc | 48,401 | $4.67M | 0.00% | −1,914−3.8% | Reduced |
| American International Group, Inc. | 48,858 | $4.71M | 0.03% | −1,411−2.8% | Reduced |
| Invesco Ltd. | 51,318 | $4.95M | 0.00% | −384−0.7% | Reduced |