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 |
|---|---|---|---|---|---|
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −1,547−100.0% | Sold out |
| Sadoff Investment Management LLC | 0 | $0 | 0.00% | −1,460−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −1,277−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −1,274−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |