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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 14,714 | $1.42M | 0.05% | +5,583+61.1% | Added |
| Qube Research & Technologies Ltd | 14,510 | $1.40M | 0.01% | +14,510 | New |
| State of Tennessee, Treasury Department | 13,462 | $1.30M | 0.01% | +972+7.8% | Added |
| AGF Investments LLC | 13,358 | $1.29M | 0.12% | +7,907+145.1% | Added |
| Engineers Gate Manager LP | 13,303 | $1.28M | 0.08% | +4,889+58.1% | Added |
| Ergoteles LLC | 13,194 | $1.27M | 0.04% | +9,325+241.0% | Added |
| Yousif Capital Management, LLC | 12,276 | $1.18M | 0.02% | −1,151−8.6% | Reduced |
| Wells Fargo & Company | 11,621 | $1.12M | 0.00% | −8,944−43.5% | Reduced |
| Nierenberg Investment Management Company, Inc. | 11,510 | $1.11M | 0.92% | +11,510 | New |
| Marshall Wace, LLP | 11,200 | $1.08M | 0.00% | −11,303−50.2% | Reduced |
| State of Wisconsin Investment Board | 10,844 | $1.05M | 0.00% | +4,813+79.8% | Added |
| Quantbot Technologies LP | 10,682 | $1.03M | 0.08% | +5,429+103.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,160 | $980.0K | 0.00% | +10,160 | New |
| Royce & Associates LP | 10,000 | $964.0K | 0.01% | +10,000 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,503 | $916.0K | 0.01% | +64+0.7% | Added |
| Whittier Trust Co | 9,399 | $906.0K | 0.02% | +358+4.0% | Added |
| Voya Investment Management LLC | 9,026 | $870.5K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 8,988 | $867.0K | 0.00% | – | – |
| Summit Global Investments | 8,745 | $843.0K | 0.08% | +481+5.8% | Added |
| Pinnacle Associates Ltd | 8,605 | $830.0K | 0.02% | −835−8.8% | Reduced |
| Jefferies Group LLC | 8,504 | $820.1K | 0.02% | +8,504 | New |
| SG Americas Securities, LLC | 8,304 | $801.0K | 0.01% | +359+4.5% | Added |
| Ameritas Investment Partners, Inc. | 8,094 | $780.0K | 0.03% | −73−0.9% | Reduced |
| Oarsman Capital, Inc. | 8,060 | $777.0K | 0.42% | −660−7.6% | Reduced |
| Ensign Peak Advisors, Inc | 7,997 | $771.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 7,900 | $762.0K | 0.07% | +5,900+295.0% | Added |
| State Board of Administration of Florida Retirement System | 7,672 | $740.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 7,665 | $739.0K | 0.11% | −707−8.4% | Reduced |
| Illinois Municipal Retirement Fund | 7,646 | $737.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 7,530 | $726.0K | 0.02% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 7,248 | $720.0K | 0.00% | −26,813−78.7% | Reduced |
| 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 |
| Oregon Public Employees Retirement Fund | 6,972 | $672.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 6,860 | $662.0K | 0.01% | +331+5.1% | Added |
| Arizona State Retirement System | 6,479 | $625.0K | 0.01% | −62−0.9% | Reduced |
| Louisiana State Employees Retirement System | 6,400 | $617.0K | 0.02% | +100+1.6% | Added |
| Thrivent Financial for Lutherans | 6,344 | $612.0K | 0.00% | +89+1.4% | Added |
| Bank of Montreal | 4,774 | $598.0K | 0.00% | −4,737−49.8% | Reduced |
| Bank of Nova Scotia | 6,180 | $596.0K | 0.00% | +2,282+58.5% | Added |
| US Bancorp | 6,053 | $584.0K | 0.00% | −236−3.8% | Reduced |
| State of Michigan Retirement System | 6,027 | $581.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,726 | $552.0K | 0.00% | −366−6.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,540 | $534.0K | 0.05% | −3,510−38.8% | Reduced |
| Verition Fund Management LLC | 5,370 | $518.0K | 0.01% | +3,256+154.0% | Added |
| Eaton Vance Management | 5,292 | $510.0K | 0.00% | −18−0.3% | Reduced |
| Citigroup Inc | 5,259 | $507.0K | 0.00% | +2,589+97.0% | Added |
| Envestnet Asset Management Inc | 5,248 | $506.0K | 0.00% | −1,894−26.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,147 | $496.4K | 0.05% | −653−11.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,999 | $482.0K | 0.02% | +363+7.8% | Added |
| Capital International Inc | 4,876 | $470.0K | 0.01% | −6,859−58.4% | Reduced |
| Commerce Bank | 4,838 | $466.0K | 0.00% | +941+24.1% | Added |
| Bayesian Capital Management, LP | 4,782 | $461.0K | 0.09% | +4,782 | New |
| Exchange Traded Concepts, LLC | 4,728 | $456.0K | 0.01% | +1,769+59.8% | Added |
| Tower Research Capital LLC (TRC) | 4,104 | $396.0K | 0.01% | +2,033+98.2% | Added |
| ProShare Advisors LLC | 3,971 | $385.0K | 0.00% | −56−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,990 | $384.0K | 0.00% | +404+11.3% | Added |
| Teachers Retirement System of the State of Kentucky | 3,892 | $376.0K | 0.00% | +3,892 | New |
| Xponance, Inc. | 3,820 | $368.0K | 0.01% | −9−0.2% | Reduced |
| Point72 Asset Management, L.P. | 3,800 | $366.0K | 0.00% | +3,800 | New |
| 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 |
| Federated Hermes, Inc. | 3,659 | $353.0K | 0.00% | −797−17.9% | Reduced |
| Magnetar Financial LLC | 3,609 | $348.0K | 0.00% | −5,224−59.1% | Reduced |
| Cubic Asset Management, LLC | 3,498 | $337.0K | 0.10% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 3,451 | $333.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,427 | $330.0K | 0.03% | +546+19.0% | Added |
| Teacher Retirement System of Texas | 3,415 | $329.0K | 0.00% | −428−11.1% | Reduced |
| Quantamental Technologies LLC | 3,336 | $322.0K | 0.13% | +110+3.4% | Added |
| State of Alaska, Department of Revenue | 3,325 | $320.0K | 0.00% | −125−3.6% | Reduced |
| Panagora Asset Management Inc | 3,302 | $318.0K | 0.00% | −1,563−32.1% | Reduced |
| Anchor Capital Advisors LLC | 3,288 | $317.0K | 0.01% | −258−7.3% | Reduced |
| HGK Asset Management Inc | 3,200 | $309.0K | 0.12% | −118−3.6% | Reduced |
| Pier 88 Investment Partners LLC | 3,105 | $299.0K | 0.07% | −3,855−55.4% | Reduced |
| Raymond James & Associates | 3,029 | $292.0K | 0.00% | −1,772−36.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,963 | $286.0K | 0.00% | 00.0% | Unchanged |
| Lindenwold Advisors | 2,863 | $276.0K | 0.20% | +35+1.2% | Added |
| Advisor Group Holdings, Inc. | 2,807 | $271.0K | 0.00% | −358−11.3% | Reduced |
| FORA Capital, LLC | 2,780 | $268.0K | 0.05% | −10.0% | Reduced |
| Pathstone Family Office, LLC | 2,628 | $253.4K | 0.00% | +393+17.6% | Added |
| Equitable Trust Co | 2,580 | $249.0K | 0.02% | −210−7.5% | Reduced |
| Keybank National Association | 2,575 | $248.0K | 0.00% | +807+45.6% | Added |
| Two Sigma Securities, LLC | 2,539 | $245.0K | 0.03% | +2,539 | New |
| Prudential Financial Inc | 2,445 | $242.0K | 0.00% | −142−5.5% | Reduced |
| Blueshift Asset Management, LLC | 2,365 | $228.0K | 0.05% | +2,365 | New |
| 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 |
| 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 |
| Gsa Capital Partners LLP | 2,284 | $220.0K | 0.03% | +2,284 | New |
| UBS Group AG | 2,208 | $213.0K | 0.00% | −1,286−36.8% | Reduced |
| Securian Asset Management, Inc | 2,147 | $207.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,139 | $206.0K | 0.03% | +834+63.9% | Added |
| Pflug Koory, LLC | 1,785 | $172.0K | 0.10% | −75−4.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,750 | $168.0K | 0.16% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,433 | $138.2K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,359 | $131.0K | 0.01% | +1,359 | New |
| 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 |
| Royal Bank of Canada | 903 | $87.0K | 0.00% | −13,702−93.8% | Reduced |