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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 13,655 | $1.51M | 0.00% | −7,632−35.9% | Reduced |
| UBS Group AG | 13,627 | $1.51M | 0.00% | +11,419+517.2% | Added |
| Edgestream Partners, L.P. | 13,487 | $1.50M | 0.17% | −46,196−77.4% | Reduced |
| State of Tennessee, Treasury Department | 13,462 | $1.49M | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 12,964 | $1.44M | 0.08% | −1,750−11.9% | Reduced |
| Wells Fargo & Company | 12,958 | $1.44M | 0.00% | +1,337+11.5% | Added |
| Yousif Capital Management, LLC | 12,269 | $1.36M | 0.02% | −7−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 12,223 | $1.36M | 0.01% | −49,016−80.0% | Reduced |
| Bayesian Capital Management, LP | 11,700 | $1.30M | 0.19% | +6,918+144.7% | Added |
| State of Wisconsin Investment Board | 11,487 | $1.27M | 0.00% | +643+5.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,792 | $1.20M | 0.01% | +1,289+13.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,160 | $1.13M | 0.00% | 00.0% | Unchanged |
| Nierenberg Investment Management Company, Inc. | 10,010 | $1.11M | 0.84% | −1,500−13.0% | Reduced |
| Oarsman Capital, Inc. | 9,609 | $1.07M | 0.54% | +1,549+19.2% | Added |
| Glenmede Trust Co NA | 9,248 | $1.03M | 0.01% | +9,248 | New |
| Voya Investment Management LLC | 9,026 | $1.00M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 8,470 | $939.4K | 0.00% | +3,222+61.4% | Added |
| M&T Bank Corp | 8,329 | $923.8K | 0.00% | −8,004−49.0% | Reduced |
| Ensign Peak Advisors, Inc | 8,197 | $909.1K | 0.00% | +200+2.5% | Added |
| Ameritas Investment Partners, Inc. | 8,094 | $907.0K | 0.04% | 00.0% | Unchanged |
| Barclays PLC | 8,110 | $899.5K | 0.00% | +981+13.8% | Added |
| State Board of Administration of Florida Retirement System | 7,672 | $850.9K | 0.00% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 7,500 | $831.8K | 0.02% | +4,212+128.1% | Added |
| SG Americas Securities, LLC | 7,301 | $810.0K | 0.01% | −1,003−12.1% | Reduced |
| Oregon Public Employees Retirement Fund | 7,060 | $783.0K | 0.01% | +88+1.3% | Added |
| Aquatic Capital Management LLC | 6,900 | $765.0K | 0.06% | −1,000−12.7% | Reduced |
| Arizona State Retirement System | 6,763 | $750.1K | 0.01% | +284+4.4% | Added |
| Louisiana State Employees Retirement System | 6,400 | $710.0K | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,390 | $709.0K | 0.00% | +46+0.7% | Added |
| Brinker Capital Investments, LLC | 6,337 | $702.8K | 0.01% | +4,027+174.3% | Added |
| Susquehanna International Group, LLP | 6,163 | $683.5K | 0.00% | −971−13.6% | Reduced |
| State of Michigan Retirement System | 6,027 | $668.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,717 | $634.0K | 0.01% | −9−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,500 | $610.0K | 0.01% | +5,500 | New |
| Capital International Inc | 4,876 | $540.8K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,858 | $538.8K | 0.02% | +130+2.7% | Added |
| Commerce Bank | 4,764 | $528.4K | 0.00% | −74−1.5% | Reduced |
| Royal Bank of Canada | 4,681 | $519.0K | 0.00% | +3,778+418.4% | Added |
| Captrust Financial Advisors | 4,679 | $518.9K | 0.00% | +2,335+99.6% | Added |
| Pacer Advisors, Inc. | 4,598 | $510.0K | 0.00% | +4,598 | New |
| ProShare Advisors LLC | 4,589 | $509.0K | 0.00% | +618+15.6% | Added |
| Occudo Quantitative Strategies LP | 4,524 | $501.8K | 0.06% | +4,524 | New |
| Man Group plc | 4,494 | $498.4K | 0.00% | −4,494−50.0% | Reduced |
| The PNC Financial Services Group, Inc. | 4,096 | $454.3K | 0.00% | +106+2.7% | Added |
| Teachers Retirement System of the State of Kentucky | 3,892 | $432.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,891 | $431.6K | 0.00% | +232+6.3% | Added |
| Xponance, Inc. | 3,784 | $419.7K | 0.01% | −36−0.9% | Reduced |
| Walleye Capital LLC | 3,783 | $419.6K | 0.01% | +3,783 | New |
| Bank of Montreal | 3,693 | $416.8K | 0.00% | −1,081−22.6% | Reduced |
| New Mexico Educational Retirement Board | 3,700 | $410.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,578 | $396.8K | 0.00% | +615+20.8% | Added |
| Pier 88 Investment Partners LLC | 3,505 | $388.7K | 0.09% | +400+12.9% | Added |
| Meeder Asset Management Inc | 3,485 | $386.5K | 0.03% | +3,188+1,073.4% | Added |
| Bank of Nova Scotia | 3,478 | $385.7K | 0.00% | −2,702−43.7% | Reduced |
| Handelsbanken Fonder AB | 3,451 | $383.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,325 | $368.0K | 0.00% | 00.0% | Unchanged |
| Chimera Capital Management LLC | 3,297 | $365.7K | 0.10% | +3,297 | New |
| Pinnacle Associates Ltd | 3,205 | $355.5K | 0.01% | −5,400−62.8% | Reduced |
| HGK Asset Management Inc | 3,185 | $353.0K | 0.12% | −15−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,095 | $344.4K | 0.00% | +288+10.3% | Added |
| Integrated Investment Consultants, LLC | 2,970 | $329.4K | 0.11% | +2,970 | New |
| Citigroup Inc | 2,942 | $326.3K | 0.00% | −2,317−44.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,894 | $321.0K | 0.05% | +2,894 | New |
| Teacher Retirement System of Texas | 2,662 | $295.0K | 0.00% | −753−22.0% | Reduced |
| Mariner, LLC | 2,651 | $294.0K | 0.00% | +2,651 | New |
| Cubic Asset Management, LLC | 2,645 | $293.4K | 0.08% | −853−24.4% | Reduced |
| Raymond James & Associates | 2,600 | $288.4K | 0.00% | −429−14.2% | Reduced |
| Keybank National Association | 2,575 | $285.6K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,554 | $283.3K | 0.00% | +214+9.1% | Added |
| Pictet Asset Management SA | 2,552 | $283.0K | 0.00% | +2,552 | New |
| Prudential Financial Inc | 2,521 | $279.6K | 0.00% | +76+3.1% | Added |
| Pathstone Family Office, LLC | 3,504 | $262.5K | 0.01% | +876+33.3% | Added |
| Securian Asset Management, Inc | 2,247 | $249.2K | 0.01% | +100+4.7% | Added |
| Gsa Capital Partners LLP | 2,193 | $243.0K | 0.03% | −91−4.0% | Reduced |
| CWM Advisors, LLC | 2,119 | $235.0K | 0.03% | −20−0.9% | Reduced |
| Advisor Partners II, LLC | 1,915 | $212.4K | 0.01% | +1,915 | New |
| Strong Tower Advisory Services | 1,848 | $205.0K | 0.12% | +1,848 | New |
| GW Henssler & Associates Ltd | 1,807 | $200.4K | 0.01% | +1,807 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,800 | $199.6K | 0.00% | +1,400+350.0% | Added |
| Pflug Koory, LLC | 1,785 | $198.0K | 0.11% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,750 | $194.0K | 0.17% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,717 | $190.4K | 0.01% | +1,717 | New |
| Metropolitan Life Insurance Co | 1,471 | $163.1K | 0.01% | +38+2.7% | Added |
| Whittier Trust Co | 1,382 | $153.3K | 0.00% | −8,017−85.3% | Reduced |
| IMA Wealth, Inc. | 1,201 | $133.2K | 0.04% | −1−0.1% | Reduced |
| Focused Wealth Management, Inc | 990 | $109.8K | 0.02% | +990 | New |
| Tower Research Capital LLC (TRC) | 936 | $104.0K | 0.00% | −3,168−77.2% | Reduced |
| Dark Forest Capital Management LP | 889 | $98.6K | 0.02% | +889 | New |
| State of Wyoming | 753 | $83.5K | 0.03% | −8−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 488 | $54.0K | 0.00% | −711−59.3% | Reduced |
| Rockefeller Capital Management L.P. | 372 | $41.0K | 0.00% | −29−7.2% | Reduced |
| GWM Advisors LLC | 841 | $34.1K | 0.00% | +841 | New |
| Whittier Trust Co of Nevada Inc | 266 | $29.5K | 0.00% | −4,733−94.7% | Reduced |
| SOA Wealth Advisors, LLC. | 250 | $27.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 246 | $27.0K | 0.00% | −6,614−96.4% | Reduced |
| Assetmark, Inc | 233 | $25.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 227 | $25.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 210 | $24.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 202 | $22.4K | 0.00% | +198+4,950.0% | Added |
| Steward Partners Investment Advisory, LLC | 146 | $16.2K | 0.00% | 00.0% | Unchanged |