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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 3,891 | $431.6K | 0.00% | +232+6.3% | Added |
| Teachers Retirement System of the State of Kentucky | 3,892 | $432.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,096 | $454.3K | 0.00% | +106+2.7% | Added |
| Man Group plc | 4,494 | $498.4K | 0.00% | −4,494−50.0% | Reduced |
| Occudo Quantitative Strategies LP | 4,524 | $501.8K | 0.06% | +4,524 | New |
| ProShare Advisors LLC | 4,589 | $509.0K | 0.00% | +618+15.6% | Added |
| Pacer Advisors, Inc. | 4,598 | $510.0K | 0.00% | +4,598 | New |
| Captrust Financial Advisors | 4,679 | $518.9K | 0.00% | +2,335+99.6% | Added |
| Royal Bank of Canada | 4,681 | $519.0K | 0.00% | +3,778+418.4% | Added |
| Commerce Bank | 4,764 | $528.4K | 0.00% | −74−1.5% | Reduced |
| Exchange Traded Concepts, LLC | 4,858 | $538.8K | 0.02% | +130+2.7% | Added |
| Capital International Inc | 4,876 | $540.8K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,500 | $610.0K | 0.01% | +5,500 | New |
| Nisa Investment Advisors, LLC | 5,717 | $634.0K | 0.01% | −9−0.2% | Reduced |
| State of Michigan Retirement System | 6,027 | $668.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 6,163 | $683.5K | 0.00% | −971−13.6% | Reduced |
| Brinker Capital Investments, LLC | 6,337 | $702.8K | 0.01% | +4,027+174.3% | Added |
| Thrivent Financial for Lutherans | 6,390 | $709.0K | 0.00% | +46+0.7% | Added |
| Louisiana State Employees Retirement System | 6,400 | $710.0K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,763 | $750.1K | 0.01% | +284+4.4% | Added |
| Aquatic Capital Management LLC | 6,900 | $765.0K | 0.06% | −1,000−12.7% | Reduced |
| Oregon Public Employees Retirement Fund | 7,060 | $783.0K | 0.01% | +88+1.3% | Added |
| SG Americas Securities, LLC | 7,301 | $810.0K | 0.01% | −1,003−12.1% | Reduced |
| Anchor Capital Advisors LLC | 7,500 | $831.8K | 0.02% | +4,212+128.1% | Added |
| State Board of Administration of Florida Retirement System | 7,672 | $850.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 8,110 | $899.5K | 0.00% | +981+13.8% | Added |
| Ameritas Investment Partners, Inc. | 8,094 | $907.0K | 0.04% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 8,197 | $909.1K | 0.00% | +200+2.5% | Added |
| M&T Bank Corp | 8,329 | $923.8K | 0.00% | −8,004−49.0% | Reduced |
| Envestnet Asset Management Inc | 8,470 | $939.4K | 0.00% | +3,222+61.4% | Added |
| Voya Investment Management LLC | 9,026 | $1.00M | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 9,248 | $1.03M | 0.01% | +9,248 | New |
| Oarsman Capital, Inc. | 9,609 | $1.07M | 0.54% | +1,549+19.2% | Added |
| Nierenberg Investment Management Company, Inc. | 10,010 | $1.11M | 0.84% | −1,500−13.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,160 | $1.13M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,792 | $1.20M | 0.01% | +1,289+13.6% | Added |
| State of Wisconsin Investment Board | 11,487 | $1.27M | 0.00% | +643+5.9% | Added |
| Bayesian Capital Management, LP | 11,700 | $1.30M | 0.19% | +6,918+144.7% | Added |
| Cubist Systematic Strategies, LLC | 12,223 | $1.36M | 0.01% | −49,016−80.0% | Reduced |
| Yousif Capital Management, LLC | 12,269 | $1.36M | 0.02% | −7−0.1% | Reduced |
| Wells Fargo & Company | 12,958 | $1.44M | 0.00% | +1,337+11.5% | Added |
| PEAK6 Investments LLC | 12,964 | $1.44M | 0.08% | −1,750−11.9% | Reduced |
| State of Tennessee, Treasury Department | 13,462 | $1.49M | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 13,487 | $1.50M | 0.17% | −46,196−77.4% | Reduced |
| UBS Group AG | 13,627 | $1.51M | 0.00% | +11,419+517.2% | Added |
| Jane Street Group, LLC | 13,655 | $1.51M | 0.00% | −7,632−35.9% | Reduced |
| GHP Investment Advisors, Inc. | 13,997 | $1.55M | 0.10% | −1,974−12.4% | Reduced |
| Formula Growth Ltd | 15,000 | $1.66M | 0.49% | +15,000 | New |
| Texas Permanent School Fund | 16,106 | $1.79M | 0.03% | −1,135−6.6% | Reduced |
| Azzad Asset Management Inc | 16,742 | $1.86M | 0.29% | +81+0.5% | Added |
| Amalgamated Bank | 16,932 | $1.88M | 0.02% | +307+1.8% | Added |
| Trexquant Investment LP | 17,433 | $1.93M | 0.05% | +17,433 | New |
| Mutual of America Capital Management LLC | 19,704 | $2.19M | 0.03% | +447+2.3% | Added |
| US Bancorp | 19,975 | $2.22M | 0.00% | +13,922+230.0% | Added |
| Holocene Advisors, LP | 20,634 | $2.29M | 0.01% | −11,475−35.7% | Reduced |
| Ergoteles LLC | 21,266 | $2.36M | 0.09% | +8,072+61.2% | Added |
| Cinctive Capital Management LP | 21,830 | $2.42M | 0.12% | +21,830 | New |
| Tudor Investment Corp Et Al | 22,050 | $2.45M | 0.06% | −37,857−63.2% | Reduced |
| First Trust Advisors LP | 22,074 | $2.45M | 0.00% | +4,522+25.8% | Added |
| LPL Financial LLC | 22,250 | $2.47M | 0.00% | −1,930−8.0% | Reduced |
| Quadrature Capital Ltd | 22,859 | $2.53M | 0.08% | +1,639+7.7% | Added |
| EULAV Asset Management | 23,000 | $2.55M | 0.11% | 00.0% | Unchanged |
| Polen Capital Management LLC | 23,378 | $2.59M | 0.01% | −4,438−16.0% | Reduced |
| Neuberger Berman Group LLC | 24,667 | $2.74M | 0.00% | +9,054+58.0% | Added |
| State of New Jersey Common Pension Fund D | 24,698 | $2.74M | 0.01% | +6,707+37.3% | Added |
| SEI Investments Co | 25,507 | $2.83M | 0.01% | −9,215−26.5% | Reduced |
| Qube Research & Technologies Ltd | 25,821 | $2.86M | 0.02% | +11,311+78.0% | Added |
| New York State Teachers Retirement System | 25,911 | $2.87M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 26,650 | $2.96M | 0.00% | −42−0.2% | Reduced |
| MetLife Investment Management | 27,118 | $3.01M | 0.02% | −724−2.6% | Reduced |
| Credit Suisse AG | 27,223 | $3.02M | 0.00% | +6,234+29.7% | Added |
| Gladstone Institutional Advisory LLC | 27,538 | $3.05M | 0.22% | −2,753−9.1% | Reduced |
| BNP Paribas Arbitrage, SA | 27,665 | $3.07M | 0.01% | −6,088−18.0% | Reduced |
| Manufacturers Life Insurance Company, The | 27,961 | $3.10M | 0.00% | −38−0.1% | Reduced |
| Quantbot Technologies LP | 28,231 | $3.13M | 0.22% | +17,549+164.3% | Added |
| Comerica Bank | 27,397 | $3.18M | 0.02% | −3,460−11.2% | Reduced |
| Two Sigma Advisers, LP | 29,363 | $3.26M | 0.01% | +10,600+56.5% | Added |
| California State Teachers Retirement System | 30,346 | $3.37M | 0.01% | +442+1.5% | Added |
| Retirement Systems of Alabama | 31,621 | $3.51M | 0.02% | +242+0.8% | Added |
| Agf Management Ltd | 35,945 | $3.99M | 0.03% | +35,945 | New |
| Deutsche Bank AG | 36,474 | $4.05M | 0.00% | +1,286+3.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 42,811 | $4.75M | 0.03% | +128+0.3% | Added |
| Price T Rowe Associates Inc | 44,895 | $4.98M | 0.00% | −55,439−55.3% | Reduced |
| Ameriprise Financial Inc | 47,680 | $5.29M | 0.00% | −721−1.5% | Reduced |
| Wellington Management Group LLP | 48,315 | $5.36M | 0.00% | +48,315 | New |
| American International Group, Inc. | 48,363 | $5.36M | 0.04% | −495−1.0% | Reduced |
| HRT Financial LP | 50,826 | $5.64M | 0.08% | +50,826 | New |
| Goldman Sachs Group Inc | 52,474 | $5.82M | 0.00% | −22,449−30.0% | Reduced |
| Alliancebernstein L.P. | 52,928 | $5.87M | 0.00% | −4,100−7.2% | Reduced |
| Wedge Capital Management L L P | 53,049 | $5.88M | 0.09% | −15,498−22.6% | Reduced |
| Invesco Ltd. | 53,379 | $5.92M | 0.00% | +2,061+4.0% | Added |
| California Public Employees Retirement System | 54,060 | $6.00M | 0.01% | −1,710−3.1% | Reduced |
| Voloridge Investment Management, LLC | 54,790 | $6.08M | 0.03% | −2,043−3.6% | Reduced |
| Russell Investments Group, Ltd. | 55,854 | $6.19M | 0.01% | +9,333+20.1% | Added |
| Legal & General Group Plc | 56,656 | $6.28M | 0.00% | +1,124+2.0% | Added |
| Millennium Management LLC | 57,423 | $6.37M | 0.01% | +15,256+36.2% | Added |
| Swiss National Bank | 57,900 | $6.42M | 0.00% | +1,400+2.5% | Added |
| D. E. Shaw & Co., Inc. | 62,414 | $6.92M | 0.01% | +46,534+293.0% | Added |
| Point72 Asset Management, L.P. | 64,995 | $7.21M | 0.03% | +61,195+1,610.4% | Added |
| Balyasny Asset Management LLC | 65,645 | $7.28M | 0.03% | −142,836−68.5% | Reduced |