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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.

Q4 2022 vs. Q3 2022

How the institutions holding Helen of Troy Ltd changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of HELE: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders2575246−6
Shares24.0M27.2K25.6M+1.61M (+6.7%)
Value$2.32B$2.62M$2.84B+$520.7M (+22.5%)

5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (40)

Institutions that held Helen of Troy Ltd at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to HELE in Q4 2022
InstitutionSharesValue% of portfolio
Earnest Partners LLC503,985$55.9M0.34%
Landscape Capital Management, L.L.C.82,062$9.10M1.34%
Moody Aldrich Partners LLC69,708$7.73M1.57%
RK Capital Management, LLC65,900$7.31M1.73%
HRT Financial LP50,826$5.64M0.08%
Wellington Management Group LLP48,315$5.36M0.00%
Agf Management Ltd35,945$3.99M0.03%
Cinctive Capital Management LP21,830$2.42M0.12%
Trexquant Investment LP17,433$1.93M0.05%
Formula Growth Ltd15,000$1.66M0.49%
Glenmede Trust Co NA9,248$1.03M0.01%
Schonfeld Strategic Advisors LLC5,500$610.0K0.01%
Pacer Advisors, Inc.4,598$510.0K0.00%
Occudo Quantitative Strategies LP4,524$501.8K0.06%
Walleye Capital LLC3,783$419.6K0.01%
Chimera Capital Management LLC3,297$365.7K0.10%
Integrated Investment Consultants, LLC2,970$329.4K0.11%
Lombard Odier Asset Management (USA) Corp2,894$321.0K0.05%
Mariner, LLC2,651$294.0K0.00%
Pictet Asset Management SA2,552$283.0K0.00%
Advisor Partners II, LLC1,915$212.4K0.01%
Strong Tower Advisory Services1,848$205.0K0.12%
GW Henssler & Associates Ltd1,807$200.4K0.01%
Advisory Services Network, LLC1,717$190.4K0.01%
Focused Wealth Management, Inc990$109.8K0.02%
Dark Forest Capital Management LP889$98.6K0.02%
GWM Advisors LLC841$34.1K0.00%
U.S. Capital Wealth Advisors, LLC144$16.0K0.00%
Riverview Trust Co122$14.0K0.01%
Cary Street Partner Investment Advisory LLC100$11.1K0.00%
Sittner & Nelson, LLC40$4.44K0.00%
Belpointe Asset Management LLC30$3.33K0.00%
Park Place Capital Corp16$2.00K0.00%
Carolinas Wealth Consulting LLC17$1.89K0.00%
Parkside Financial Bank & Trust12$1.33K0.00%
AdvisorNet Financial, Inc4$4440.00%
Natixis3$3330.00%
Sutton Wealth Advisors Inc.3$3330.00%
Clear Street Markets LLC1$00.00%
Steward Financial Group LLC3$00.00%

Sold out (46)

Institutions that held Helen of Troy Ltd at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of HELE in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Capital International Investors535,940$51.7M
Neumeier Poma Investment Counsel LLC96,215$9.28M
Loomis Sayles & Co L P85,759$8.27M
British Columbia Investment Management Corp73,500$7.09M
Epoch Investment Partners, Inc.73,306$7.07M
Eagle Asset Management Inc59,189$5.71M
ExodusPoint Capital Management, LP30,647$2.96M
Jump Financial, LLC23,207$2.24M
Twinbeech Capital LP23,102$2.23M
AlphaCrest Capital Management LLC22,329$2.15M
Campbell & CO Investment Adviser LLC21,189$2.04M
Hamilton Point Investment Advisors, LLC21,041$2.03M
Duality Advisers, LP14,889$1.44M
Engineers Gate Manager LP13,303$1.28M
Summit Global Investments8,745$843.0K
James Investment Research Inc7,665$739.0K
Illinois Municipal Retirement Fund7,646$737.0K
Sit Investment Associates Inc7,530$726.0K
WCM Investment Management, LLC7,248$720.0K
Dynamic Technology Lab Private Ltd5,540$534.0K
Verition Fund Management LLC5,370$518.0K
Y-Intercept (Hong Kong) Ltd5,147$496.4K
PDT Partners, LLC3,698$357.0K
Magnetar Financial LLC3,609$348.0K
Virtu Financial LLC3,427$330.0K
Quantamental Technologies LLC3,336$322.0K
Panagora Asset Management Inc3,302$318.0K
Lindenwold Advisors2,863$276.0K
FORA Capital, LLC2,780$268.0K
Equitable Trust Co2,580$249.0K
Two Sigma Securities, LLC2,539$245.0K
Blueshift Asset Management, LLC2,365$228.0K
Petrus Trust Company, LTA2,308$223.0K
Point72 Hong Kong Ltd1,359$131.0K
Van Eck Associates Corp715$69.0K
STRS Ohio600$57.0K
Duncker Streett & Co Inc400$39.0K
Castle Wealth Management LLC206$20.0K
Simplex Trading, LLC182$17.0K
BDO Wealth Advisors, LLC35$3.00K
Almanack Investment Partners, LLC.16$2.00K
Quent Capital, LLC24$2.00K
Pittenger & Anderson Inc9$1.00K
Northwestern Mutual Wealth Management Co1$0
Ci Investments Inc.1$0
Global Retirement Partners, LLC3$0

Not filed for Q4 2022 yet (5)

Institutions that held Helen of Troy Ltd at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HELE in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
AGF Investments LLC13,358$1.29M
Jefferies Group LLC8,504$820.1K
Eaton Vance Management5,292$510.0K
FourThought Financial, LLC30$3.00K
American Portfolios Advisors4$386