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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | +1+100.0% | Added |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 2 | $222 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $222 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $333 | 0.00% | 00.0% | Unchanged |
| Natixis | 3 | $333 | 0.00% | +3 | New |
| Sutton Wealth Advisors Inc. | 3 | $333 | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 4 | $444 | 0.00% | −13−76.5% | Reduced |
| Versant Capital Management, Inc | 4 | $444 | 0.00% | −5−55.6% | Reduced |
| Aua Capital Management, LLC | 4 | $444 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $444 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $444 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 6 | $665 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $665 | 0.00% | +3+100.0% | Added |
| Asset Dedication, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11 | $1.22K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $1.33K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 13 | $1.44K | 0.00% | −26−66.7% | Reduced |
| Carolinas Wealth Consulting LLC | 17 | $1.89K | 0.00% | +17 | New |
| Park Place Capital Corp | 16 | $2.00K | 0.00% | +16 | New |
| Global Financial Private Client, LLC | 21 | $2.33K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20 | $3.00K | 0.00% | +3+17.6% | Added |
| Prestige Wealth Management Group LLC | 28 | $3.10K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 30 | $3.33K | 0.00% | +30 | New |
| Kelly Financial Services LLC | 31 | $3.44K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 36 | $3.47K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $4.00K | 0.00% | −1−2.8% | Reduced |
| Private Trust Co NA | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 40 | $4.44K | 0.00% | +40 | New |
| TD Private Client Wealth LLC | 44 | $4.88K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 52 | $5.77K | 0.00% | +26+100.0% | Added |
| Bell Investment Advisors, Inc | 53 | $5.88K | 0.00% | +29+120.8% | Added |
| Westside Investment Management, Inc. | 61 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 58 | $6.43K | 0.00% | +42+262.5% | Added |
| Nomura Asset Management Co Ltd | 70 | $7.76K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 86 | $8.00K | 0.00% | +7+8.9% | Added |
| Cary Street Partner Investment Advisory LLC | 100 | $11.1K | 0.00% | +100 | New |
| First Horizon Advisors, Inc. | 103 | $11.4K | 0.00% | −48−31.8% | Reduced |
| Parallel Advisors, LLC | 113 | $12.5K | 0.00% | +1+0.9% | Added |
| Fifth Third Bancorp | 113 | $12.5K | 0.00% | +12+11.9% | Added |
| Riverview Trust Co | 122 | $14.0K | 0.01% | +122 | New |
| TCI Wealth Advisors, Inc. | 140 | $15.5K | 0.00% | +73+109.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 144 | $16.0K | 0.00% | +144 | New |
| Steward Partners Investment Advisory, LLC | 146 | $16.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 202 | $22.4K | 0.00% | +198+4,950.0% | Added |
| Bessemer Group Inc | 210 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 227 | $25.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 233 | $25.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 246 | $27.0K | 0.00% | −6,614−96.4% | Reduced |
| SOA Wealth Advisors, LLC. | 250 | $27.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 266 | $29.5K | 0.00% | −4,733−94.7% | Reduced |
| GWM Advisors LLC | 841 | $34.1K | 0.00% | +841 | New |
| Rockefeller Capital Management L.P. | 372 | $41.0K | 0.00% | −29−7.2% | Reduced |
| Public Employees Retirement System of Ohio | 488 | $54.0K | 0.00% | −711−59.3% | Reduced |
| State of Wyoming | 753 | $83.5K | 0.03% | −8−1.1% | Reduced |
| Dark Forest Capital Management LP | 889 | $98.6K | 0.02% | +889 | New |
| Tower Research Capital LLC (TRC) | 936 | $104.0K | 0.00% | −3,168−77.2% | Reduced |
| Focused Wealth Management, Inc | 990 | $109.8K | 0.02% | +990 | New |
| IMA Wealth, Inc. | 1,201 | $133.2K | 0.04% | −1−0.1% | Reduced |
| Whittier Trust Co | 1,382 | $153.3K | 0.00% | −8,017−85.3% | Reduced |
| Metropolitan Life Insurance Co | 1,471 | $163.1K | 0.01% | +38+2.7% | Added |
| Advisory Services Network, LLC | 1,717 | $190.4K | 0.01% | +1,717 | New |
| Hazlett, Burt & Watson, Inc. | 1,750 | $194.0K | 0.17% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,785 | $198.0K | 0.11% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,800 | $199.6K | 0.00% | +1,400+350.0% | Added |
| GW Henssler & Associates Ltd | 1,807 | $200.4K | 0.01% | +1,807 | New |
| Strong Tower Advisory Services | 1,848 | $205.0K | 0.12% | +1,848 | New |
| Advisor Partners II, LLC | 1,915 | $212.4K | 0.01% | +1,915 | New |
| CWM Advisors, LLC | 2,119 | $235.0K | 0.03% | −20−0.9% | Reduced |
| Gsa Capital Partners LLP | 2,193 | $243.0K | 0.03% | −91−4.0% | Reduced |
| Securian Asset Management, Inc | 2,247 | $249.2K | 0.01% | +100+4.7% | Added |
| Pathstone Family Office, LLC | 3,504 | $262.5K | 0.01% | +876+33.3% | Added |
| Prudential Financial Inc | 2,521 | $279.6K | 0.00% | +76+3.1% | Added |
| Pictet Asset Management SA | 2,552 | $283.0K | 0.00% | +2,552 | New |
| Stifel Financial Corp | 2,554 | $283.3K | 0.00% | +214+9.1% | Added |
| Keybank National Association | 2,575 | $285.6K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 2,600 | $288.4K | 0.00% | −429−14.2% | Reduced |
| Cubic Asset Management, LLC | 2,645 | $293.4K | 0.08% | −853−24.4% | Reduced |
| Mariner, LLC | 2,651 | $294.0K | 0.00% | +2,651 | New |
| Teacher Retirement System of Texas | 2,662 | $295.0K | 0.00% | −753−22.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,894 | $321.0K | 0.05% | +2,894 | New |
| Citigroup Inc | 2,942 | $326.3K | 0.00% | −2,317−44.1% | Reduced |
| Integrated Investment Consultants, LLC | 2,970 | $329.4K | 0.11% | +2,970 | New |
| Advisor Group Holdings, Inc. | 3,095 | $344.4K | 0.00% | +288+10.3% | Added |
| HGK Asset Management Inc | 3,185 | $353.0K | 0.12% | −15−0.5% | Reduced |
| Pinnacle Associates Ltd | 3,205 | $355.5K | 0.01% | −5,400−62.8% | Reduced |
| Chimera Capital Management LLC | 3,297 | $365.7K | 0.10% | +3,297 | New |
| State of Alaska, Department of Revenue | 3,325 | $368.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 3,451 | $383.0K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 3,478 | $385.7K | 0.00% | −2,702−43.7% | Reduced |
| Meeder Asset Management Inc | 3,485 | $386.5K | 0.03% | +3,188+1,073.4% | Added |
| Pier 88 Investment Partners LLC | 3,505 | $388.7K | 0.09% | +400+12.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,578 | $396.8K | 0.00% | +615+20.8% | Added |
| New Mexico Educational Retirement Board | 3,700 | $410.0K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 3,693 | $416.8K | 0.00% | −1,081−22.6% | Reduced |
| Walleye Capital LLC | 3,783 | $419.6K | 0.01% | +3,783 | New |
| Xponance, Inc. | 3,784 | $419.7K | 0.01% | −36−0.9% | Reduced |