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 |
|---|---|---|---|---|---|
| State of Wyoming | 761 | $73.0K | 0.04% | −110−12.6% | Reduced |
| Van Eck Associates Corp | 715 | $69.0K | 0.00% | +64+9.8% | Added |
| STRS Ohio | 600 | $57.0K | 0.00% | −1,400−70.0% | Reduced |
| Duncker Streett & Co Inc | 400 | $39.0K | 0.01% | −883−68.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 400 | $38.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 401 | $38.0K | 0.00% | +238+146.0% | Added |
| Meeder Asset Management Inc | 297 | $29.0K | 0.00% | +6+2.1% | Added |
| SOA Wealth Advisors, LLC. | 250 | $24.0K | 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 |
| 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 |
| Simplex Trading, LLC | 182 | $17.0K | 0.00% | +182 | New |
| 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 |
| Ronald Blue Trust, Inc. | 79 | $13.0K | 0.00% | +21+36.2% | Added |
| Parallel Advisors, LLC | 112 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 101 | $10.0K | 0.00% | +32+46.4% | Added |
| Nomura Asset Management Co Ltd | 70 | $6.75K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 67 | $6.00K | 0.00% | −49−42.2% | Reduced |
| Westside Investment Management, Inc. | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 44 | $4.24K | 0.00% | −147−77.0% | Reduced |
| Smithfield Trust Co | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $4.00K | 0.00% | +13+50.0% | Added |
| 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 |
| Kelly Financial Services LLC | 31 | $2.99K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 21 | $2.08K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| American Portfolios Advisors | 4 | $386 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $193 | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 17 | – | – | +1+6.3% | Added |
| FIL Ltd | 0 | $0 | 0.00% | −153,487−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −93,924−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −44,874−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −42,034−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −38,931−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −34,360−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −30,500−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −21,100−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −24,135−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −12,987−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −10,157−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −9,566−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −9,511−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −5,362−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −4,487−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −4,236−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −3,878−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,534−100.0% | Sold out |
| Beck Mack & Oliver LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −3,323−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,279−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −3,146−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,060−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,688−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −2,201−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −2,139−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −2,033−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −2,023−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,943−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −1,901−100.0% | Sold out |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,863−100.0% | Sold out |
| Smith, Salley & Associates | 0 | $0 | 0.00% | −1,818−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,809−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,799−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −1,755−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,749−100.0% | Sold out |
| Strong Tower Advisory Services | 0 | $0 | 0.00% | −1,713−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −1,618−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |