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 |
|---|---|---|---|---|---|
| RK Capital Management, LLC | 65,900 | $7.31M | 1.73% | +65,900 | New |
| Moody Aldrich Partners LLC | 69,708 | $7.73M | 1.57% | +69,708 | New |
| Squarepoint Ops LLC | 76,597 | $8.50M | 0.06% | −3,884−4.8% | Reduced |
| Creative Planning | 79,916 | $8.86M | 0.01% | +200+0.3% | Added |
| Landscape Capital Management, L.L.C. | 82,062 | $9.10M | 1.34% | +82,062 | New |
| Rhumbline Advisers | 84,535 | $9.38M | 0.01% | +4,953+6.2% | Added |
| Marshall Wace, LLP | 84,747 | $9.40M | 0.02% | +73,547+656.7% | Added |
| Public Employees Retirement Association of Colorado | 89,035 | $9.88M | 0.05% | +476+0.5% | Added |
| Nuveen Asset Management, LLC | 95,880 | $10.6M | 0.00% | +199+0.2% | Added |
| Two Sigma Investments, LP | 97,444 | $10.8M | 0.03% | +13,268+15.8% | Added |
| Principal Financial Group Inc | 99,723 | $11.1M | 0.01% | +5,465+5.8% | Added |
| Bridgewater Associates, LP | 103,381 | $11.5M | 0.06% | −28,140−21.4% | Reduced |
| New York State Common Retirement Fund | 117,033 | $13.0M | 0.02% | +99,733+576.5% | Added |
| Systematic Financial Management LP | 118,746 | $13.2M | 0.43% | +31,705+36.4% | Added |
| NFJ Investment Group, LLC | 123,852 | $13.7M | 0.36% | −12,002−8.8% | Reduced |
| Citadel Advisors LLC | 133,834 | $14.8M | 0.02% | +96,219+255.8% | Added |
| Boston Trust Walden Corp | 139,981 | $15.5M | 0.14% | −3,773−2.6% | Reduced |
| Kennedy Capital Management, Inc. | 145,308 | $16.1M | 0.46% | +16,347+12.7% | Added |
| Morgan Stanley | 147,885 | $16.4M | 0.00% | +4,807+3.4% | Added |
| Brown Advisory Inc | 149,041 | $16.5M | 0.03% | −8,520−5.4% | Reduced |
| Bank of America Corp | 153,677 | $17.0M | 0.00% | −2,456−1.6% | Reduced |
| Cardinal Capital Management LLC | 185,735 | $20.6M | 0.66% | −4,972−2.6% | Reduced |
| GW&K Investment Management, LLC | 203,740 | $22.6M | 0.23% | +18,483+10.0% | Added |
| Norges Bank | 205,861 | $22.8M | 0.01% | +9,176+4.7% | Added |
| Janus Henderson Group PLC | 235,535 | $26.1M | 0.02% | −4,227−1.8% | Reduced |
| Lord, Abbett & Co. LLC | 246,672 | $27.4M | 0.10% | +73,360+42.3% | Added |
| Bank of New York Mellon Corp | 253,839 | $28.2M | 0.01% | −33,070−11.5% | Reduced |
| Royce & Associates LP | 278,340 | $30.9M | 0.32% | +268,340+2,683.4% | Added |
| Charles Schwab Investment Management Inc | 285,753 | $31.7M | 0.01% | +30,453+11.9% | Added |
| Northern Trust Corp | 303,832 | $33.7M | 0.01% | −9,345−3.0% | Reduced |
| Macquarie Group Ltd | 357,559 | $39.7M | 0.05% | +2,536+0.7% | Added |
| Victory Capital Management Inc | 439,406 | $48.7M | 0.06% | +6,653+1.5% | Added |
| Geode Capital Management, LLC | 450,554 | $50.0M | 0.01% | +18,927+4.4% | Added |
| Earnest Partners LLC | 503,985 | $55.9M | 0.34% | +503,985 | New |
| Fisher Asset Management, LLC | 525,165 | $58.2M | 0.04% | +45,426+9.5% | Added |
| Snyder Capital Management L P | 537,514 | $59.6M | 1.35% | −2,895−0.5% | Reduced |
| Dimensional Fund Advisors LP | 564,751 | $62.6M | 0.02% | −22,521−3.8% | Reduced |
| State Street Corp | 785,938 | $87.2M | 0.01% | +19,763+2.6% | Added |
| Capital World Investors | 830,500 | $92.1M | 0.02% | −50,500−5.7% | Reduced |
| JPMorgan Chase & Co | 1,169,773 | $129.7M | 0.02% | +85,805+7.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,199,708 | $133.1M | 0.23% | +111,688+10.3% | Added |
| Capital Research Global Investors | 1,645,219 | $182.5M | 0.06% | +304,150+22.7% | Added |
| Cooke & Bieler LP | 1,812,095 | $201.0M | 1.97% | +184,665+11.3% | Added |
| Vanguard Group Inc | 2,378,896 | $263.8M | 0.01% | +52,379+2.3% | Added |
| BlackRock Inc. | 2,659,298 | $294.9M | 0.01% | +112,351+4.4% | Added |
| FMR LLC | 2,915,485 | $323.4M | 0.03% | +533,088+22.4% | Added |
| Capital International Investors | 0 | $0 | 0.00% | −535,940−100.0% | Sold out |
| Neumeier Poma Investment Counsel LLC | 0 | $0 | 0.00% | −96,215−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −85,759−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −73,500−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −73,306−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −59,189−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −30,647−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −23,207−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −23,102−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −22,329−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −21,189−100.0% | Sold out |
| Hamilton Point Investment Advisors, LLC | 0 | $0 | 0.00% | −21,041−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −14,889−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,303−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −8,745−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −7,665−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −7,646−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −7,530−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −7,248−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,540−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,370−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,147−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −3,698−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,609−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,427−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −3,302−100.0% | Sold out |
| Lindenwold Advisors | 0 | $0 | 0.00% | −2,863−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,365−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,308−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,359−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Duncker Streett & Co Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| AGF Investments LLC | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |