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, Q4 2022
Institutional positions in Helen of Troy Ltd as of Dec 31, 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
- 246
- −6 vs. Q3 2022
- Shares held
- 25.6M
- +1.61M (+6.7%) vs. Q3 2022
- Total value
- $2.84B
- +$520.7M (+22.5%) vs. Q3 2022
- New holders
- 40
- 94 more added
- Sold out
- 46
- 72 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2,915,485 | $323.4M | 0.03% | +533,088+22.4% | Added |
| BlackRock Inc. | 2,659,298 | $294.9M | 0.01% | +112,351+4.4% | Added |
| Vanguard Group Inc | 2,378,896 | $263.8M | 0.01% | +52,379+2.3% | Added |
| Cooke & Bieler LP | 1,812,095 | $201.0M | 1.97% | +184,665+11.3% | Added |
| Capital Research Global Investors | 1,645,219 | $182.5M | 0.06% | +304,150+22.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,199,708 | $133.1M | 0.23% | +111,688+10.3% | Added |
| JPMorgan Chase & Co | 1,169,773 | $129.7M | 0.02% | +85,805+7.9% | Added |
| Capital World Investors | 830,500 | $92.1M | 0.02% | −50,500−5.7% | Reduced |
| State Street Corp | 785,938 | $87.2M | 0.01% | +19,763+2.6% | Added |
| Dimensional Fund Advisors LP | 564,751 | $62.6M | 0.02% | −22,521−3.8% | Reduced |
| Snyder Capital Management L P | 537,514 | $59.6M | 1.35% | −2,895−0.5% | Reduced |
| Fisher Asset Management, LLC | 525,165 | $58.2M | 0.04% | +45,426+9.5% | Added |
| Earnest Partners LLC | 503,985 | $55.9M | 0.34% | +503,985 | New |
| Geode Capital Management, LLC | 450,554 | $50.0M | 0.01% | +18,927+4.4% | Added |
| Victory Capital Management Inc | 439,406 | $48.7M | 0.06% | +6,653+1.5% | Added |
| Macquarie Group Ltd | 357,559 | $39.7M | 0.05% | +2,536+0.7% | Added |
| Northern Trust Corp | 303,832 | $33.7M | 0.01% | −9,345−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 285,753 | $31.7M | 0.01% | +30,453+11.9% | Added |
| Royce & Associates LP | 278,340 | $30.9M | 0.32% | +268,340+2,683.4% | Added |
| Bank of New York Mellon Corp | 253,839 | $28.2M | 0.01% | −33,070−11.5% | Reduced |
| Lord, Abbett & Co. LLC | 246,672 | $27.4M | 0.10% | +73,360+42.3% | Added |
| Janus Henderson Group PLC | 235,535 | $26.1M | 0.02% | −4,227−1.8% | Reduced |
| Norges Bank | 205,861 | $22.8M | 0.01% | +9,176+4.7% | Added |
| GW&K Investment Management, LLC | 203,740 | $22.6M | 0.23% | +18,483+10.0% | Added |
| Cardinal Capital Management LLC | 185,735 | $20.6M | 0.66% | −4,972−2.6% | Reduced |
| Bank of America Corp | 153,677 | $17.0M | 0.00% | −2,456−1.6% | Reduced |
| Brown Advisory Inc | 149,041 | $16.5M | 0.03% | −8,520−5.4% | Reduced |
| Morgan Stanley | 147,885 | $16.4M | 0.00% | +4,807+3.4% | Added |
| Kennedy Capital Management, Inc. | 145,308 | $16.1M | 0.46% | +16,347+12.7% | Added |
| Boston Trust Walden Corp | 139,981 | $15.5M | 0.14% | −3,773−2.6% | Reduced |
| Citadel Advisors LLC | 133,834 | $14.8M | 0.02% | +96,219+255.8% | Added |
| NFJ Investment Group, LLC | 123,852 | $13.7M | 0.36% | −12,002−8.8% | Reduced |
| Systematic Financial Management LP | 118,746 | $13.2M | 0.43% | +31,705+36.4% | Added |
| New York State Common Retirement Fund | 117,033 | $13.0M | 0.02% | +99,733+576.5% | Added |
| Bridgewater Associates, LP | 103,381 | $11.5M | 0.06% | −28,140−21.4% | Reduced |
| Principal Financial Group Inc | 99,723 | $11.1M | 0.01% | +5,465+5.8% | Added |
| Two Sigma Investments, LP | 97,444 | $10.8M | 0.03% | +13,268+15.8% | Added |
| Nuveen Asset Management, LLC | 95,880 | $10.6M | 0.00% | +199+0.2% | Added |
| Public Employees Retirement Association of Colorado | 89,035 | $9.88M | 0.05% | +476+0.5% | Added |
| Marshall Wace, LLP | 84,747 | $9.40M | 0.02% | +73,547+656.7% | Added |
| Rhumbline Advisers | 84,535 | $9.38M | 0.01% | +4,953+6.2% | Added |
| Landscape Capital Management, L.L.C. | 82,062 | $9.10M | 1.34% | +82,062 | New |
| Creative Planning | 79,916 | $8.86M | 0.01% | +200+0.3% | Added |
| Squarepoint Ops LLC | 76,597 | $8.50M | 0.06% | −3,884−4.8% | Reduced |
| Moody Aldrich Partners LLC | 69,708 | $7.73M | 1.57% | +69,708 | New |
| RK Capital Management, LLC | 65,900 | $7.31M | 1.73% | +65,900 | New |
| Balyasny Asset Management LLC | 65,645 | $7.28M | 0.03% | −142,836−68.5% | Reduced |
| Point72 Asset Management, L.P. | 64,995 | $7.21M | 0.03% | +61,195+1,610.4% | Added |
| D. E. Shaw & Co., Inc. | 62,414 | $6.92M | 0.01% | +46,534+293.0% | Added |
| Swiss National Bank | 57,900 | $6.42M | 0.00% | +1,400+2.5% | Added |
| Millennium Management LLC | 57,423 | $6.37M | 0.01% | +15,256+36.2% | Added |
| Legal & General Group Plc | 56,656 | $6.28M | 0.00% | +1,124+2.0% | Added |
| Russell Investments Group, Ltd. | 55,854 | $6.19M | 0.01% | +9,333+20.1% | Added |
| Voloridge Investment Management, LLC | 54,790 | $6.08M | 0.03% | −2,043−3.6% | Reduced |
| California Public Employees Retirement System | 54,060 | $6.00M | 0.01% | −1,710−3.1% | Reduced |
| Invesco Ltd. | 53,379 | $5.92M | 0.00% | +2,061+4.0% | Added |
| Wedge Capital Management L L P | 53,049 | $5.88M | 0.09% | −15,498−22.6% | Reduced |
| Alliancebernstein L.P. | 52,928 | $5.87M | 0.00% | −4,100−7.2% | Reduced |
| Goldman Sachs Group Inc | 52,474 | $5.82M | 0.00% | −22,449−30.0% | Reduced |
| HRT Financial LP | 50,826 | $5.64M | 0.08% | +50,826 | New |
| American International Group, Inc. | 48,363 | $5.36M | 0.04% | −495−1.0% | Reduced |
| Wellington Management Group LLP | 48,315 | $5.36M | 0.00% | +48,315 | New |
| Ameriprise Financial Inc | 47,680 | $5.29M | 0.00% | −721−1.5% | Reduced |
| Price T Rowe Associates Inc | 44,895 | $4.98M | 0.00% | −55,439−55.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 42,811 | $4.75M | 0.03% | +128+0.3% | Added |
| Deutsche Bank AG | 36,474 | $4.05M | 0.00% | +1,286+3.7% | Added |
| Agf Management Ltd | 35,945 | $3.99M | 0.03% | +35,945 | New |
| Retirement Systems of Alabama | 31,621 | $3.51M | 0.02% | +242+0.8% | Added |
| California State Teachers Retirement System | 30,346 | $3.37M | 0.01% | +442+1.5% | Added |
| Two Sigma Advisers, LP | 29,363 | $3.26M | 0.01% | +10,600+56.5% | Added |
| Comerica Bank | 27,397 | $3.18M | 0.02% | −3,460−11.2% | Reduced |
| Quantbot Technologies LP | 28,231 | $3.13M | 0.22% | +17,549+164.3% | Added |
| Manufacturers Life Insurance Company, The | 27,961 | $3.10M | 0.00% | −38−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 27,665 | $3.07M | 0.01% | −6,088−18.0% | Reduced |
| Gladstone Institutional Advisory LLC | 27,538 | $3.05M | 0.22% | −2,753−9.1% | Reduced |
| Credit Suisse AG | 27,223 | $3.02M | 0.00% | +6,234+29.7% | Added |
| MetLife Investment Management | 27,118 | $3.01M | 0.02% | −724−2.6% | Reduced |
| UBS Asset Management Americas Inc | 26,650 | $2.96M | 0.00% | −42−0.2% | Reduced |
| New York State Teachers Retirement System | 25,911 | $2.87M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 25,821 | $2.86M | 0.02% | +11,311+78.0% | Added |
| SEI Investments Co | 25,507 | $2.83M | 0.01% | −9,215−26.5% | Reduced |
| State of New Jersey Common Pension Fund D | 24,698 | $2.74M | 0.01% | +6,707+37.3% | Added |
| Neuberger Berman Group LLC | 24,667 | $2.74M | 0.00% | +9,054+58.0% | Added |
| Polen Capital Management LLC | 23,378 | $2.59M | 0.01% | −4,438−16.0% | Reduced |
| EULAV Asset Management | 23,000 | $2.55M | 0.11% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 22,859 | $2.53M | 0.08% | +1,639+7.7% | Added |
| LPL Financial LLC | 22,250 | $2.47M | 0.00% | −1,930−8.0% | Reduced |
| First Trust Advisors LP | 22,074 | $2.45M | 0.00% | +4,522+25.8% | Added |
| Tudor Investment Corp Et Al | 22,050 | $2.45M | 0.06% | −37,857−63.2% | Reduced |
| Cinctive Capital Management LP | 21,830 | $2.42M | 0.12% | +21,830 | New |
| Ergoteles LLC | 21,266 | $2.36M | 0.09% | +8,072+61.2% | Added |
| Holocene Advisors, LP | 20,634 | $2.29M | 0.01% | −11,475−35.7% | Reduced |
| US Bancorp | 19,975 | $2.22M | 0.00% | +13,922+230.0% | Added |
| Mutual of America Capital Management LLC | 19,704 | $2.19M | 0.03% | +447+2.3% | Added |
| Trexquant Investment LP | 17,433 | $1.93M | 0.05% | +17,433 | New |
| Amalgamated Bank | 16,932 | $1.88M | 0.02% | +307+1.8% | Added |
| Azzad Asset Management Inc | 16,742 | $1.86M | 0.29% | +81+0.5% | Added |
| Texas Permanent School Fund | 16,106 | $1.79M | 0.03% | −1,135−6.6% | Reduced |
| Formula Growth Ltd | 15,000 | $1.66M | 0.49% | +15,000 | New |
| GHP Investment Advisors, Inc. | 13,997 | $1.55M | 0.10% | −1,974−12.4% | Reduced |