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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.

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.

Institutional holdersQ4 2022: 246 institutions
Q1 2021: 323 institutionsQ2 2021: 288 institutionsQ3 2021: 281 institutionsQ4 2021: 291 institutionsQ1 2022: 278 institutionsQ2 2022: 297 institutionsQ3 2022: 257 institutionsQ4 2022: 246 institutionsQ1 2023: 249 institutionsQ2 2023: 248 institutionsQ3 2023: 250 institutionsQ4 2023: 262 institutionsQ1 2024: 273 institutionsQ2 2024: 255 institutionsQ3 2024: 245 institutionsQ4 2024: 242 institutionsQ1 2025: 230 institutionsQ2 2025: 211 institutionsQ3 2025: 207 institutionsQ4 2025: 193 institutionsQ1 2026: 188 institutionsQ2 2026: 200 institutions
Value heldQ4 2022: $2.84B
Q1 2021: $5.55BQ2 2021: $5.73BQ3 2021: $5.75BQ4 2021: $6.18BQ1 2022: $4.94BQ2 2022: $4.06BQ3 2022: $2.32BQ4 2022: $2.84BQ1 2023: $2.68BQ2 2023: $3.07BQ3 2023: $3.18BQ4 2023: $3.20BQ1 2024: $2.99BQ2 2024: $2.28BQ3 2024: $1.49BQ4 2024: $1.44BQ1 2025: $1.28BQ2 2025: $676.7MQ3 2025: $578.8MQ4 2025: $476.3MQ1 2026: $304.9MQ2 2026: $649.9M
Institutions holding HELE and their total value by quarter
QuarterHoldersValue
Q2 2026200$649.9M
Q1 2026188$304.9M
Q4 2025193$476.3M
Q3 2025207$578.8M
Q2 2025211$676.7M
Q1 2025230$1.28B
Q4 2024242$1.44B
Q3 2024245$1.49B
Q2 2024255$2.28B
Q1 2024273$2.99B
Q4 2023262$3.20B
Q3 2023250$3.18B
Q2 2023248$3.07B
Q1 2023249$2.68B
Q4 2022246$2.84B
Q3 2022257$2.32B
Q2 2022297$4.06B
Q1 2022278$4.94B
Q4 2021291$6.18B
Q3 2021281$5.75B
Q2 2021288$5.73B
Q1 2021323$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.

Institutions holding HELE in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
U.S. Capital Wealth Advisors, LLC144$16.0K0.00%+144New
TCI Wealth Advisors, Inc.140$15.5K0.00%+73+109.0%Added
Riverview Trust Co122$14.0K0.01%+122New
Parallel Advisors, LLC113$12.5K0.00%+1+0.9%Added
Fifth Third Bancorp113$12.5K0.00%+12+11.9%Added
First Horizon Advisors, Inc.103$11.4K0.00%−48−31.8%Reduced
Cary Street Partner Investment Advisory LLC100$11.1K0.00%+100New
Ronald Blue Trust, Inc.86$8.00K0.00%+7+8.9%Added
Nomura Asset Management Co Ltd70$7.76K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC58$6.43K0.00%+42+262.5%Added
Westside Investment Management, Inc.61$6.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc53$5.88K0.00%+29+120.8%Added
Heritage Wealth Management, LLC52$5.77K0.00%+26+100.0%Added
Smithfield Trust Co45$5.00K0.00%00.0%Unchanged
TD Private Client Wealth LLC44$4.88K0.00%00.0%Unchanged
Sittner & Nelson, LLC40$4.44K0.00%+40New
Massmutual Trust Co FSB35$4.00K0.00%−1−2.8%Reduced
Private Trust Co NA32$4.00K0.00%00.0%Unchanged
Key Financial Inc36$3.47K0.00%00.0%Unchanged
Kelly Financial Services LLC31$3.44K0.00%00.0%Unchanged
Belpointe Asset Management LLC30$3.33K0.00%+30New
Prestige Wealth Management Group LLC28$3.10K0.00%00.0%Unchanged
IFP Advisors, Inc20$3.00K0.00%+3+17.6%Added
Global Financial Private Client, LLC21$2.33K0.00%00.0%Unchanged
Park Place Capital Corp16$2.00K0.00%+16New
Carolinas Wealth Consulting LLC17$1.89K0.00%+17New
JFS Wealth Advisors, LLC13$1.44K0.00%−26−66.7%Reduced
Parkside Financial Bank & Trust12$1.33K0.00%+12New
Farmers & Merchants Investments Inc11$1.22K0.00%00.0%Unchanged
Schubert & Co10$1.11K0.00%00.0%Unchanged
Asset Dedication, LLC12$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.6$6650.00%00.0%Unchanged
SJS Investment Consulting Inc.6$6650.00%+3+100.0%Added
Hexagon Capital Partners LLC4$4440.00%−13−76.5%Reduced
Versant Capital Management, Inc4$4440.00%−5−55.6%Reduced
Aua Capital Management, LLC4$4440.00%00.0%Unchanged
Disciplined Investments, LLC4$4440.00%00.0%Unchanged
AdvisorNet Financial, Inc4$4440.00%+4New
Allworth Financial LP3$3330.00%00.0%Unchanged
Natixis3$3330.00%+3New
Sutton Wealth Advisors Inc.3$3330.00%+3New
Raffa Wealth Management, LLC2$2220.00%00.0%Unchanged
North Star Investment Management Corp.2$2220.00%00.0%Unchanged
Covestor Ltd2$00.00%+1+100.0%Added
Clear Street Markets LLC1$00.00%+1New
Steward Financial Group LLC3$00.00%+3New
Capital International Investors0$00.00%−535,940−100.0%Sold out
Neumeier Poma Investment Counsel LLC0$00.00%−96,215−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−85,759−100.0%Sold out
British Columbia Investment Management Corp0$00.00%−73,500−100.0%Sold out
Epoch Investment Partners, Inc.0$00.00%−73,306−100.0%Sold out
Eagle Asset Management Inc0$00.00%−59,189−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−30,647−100.0%Sold out
Jump Financial, LLC0$00.00%−23,207−100.0%Sold out
Twinbeech Capital LP0$00.00%−23,102−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−22,329−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−21,189−100.0%Sold out
Hamilton Point Investment Advisors, LLC0$00.00%−21,041−100.0%Sold out
Duality Advisers, LP0$00.00%−14,889−100.0%Sold out
Engineers Gate Manager LP0$00.00%−13,303−100.0%Sold out
Summit Global Investments0$00.00%−8,745−100.0%Sold out
James Investment Research Inc0$00.00%−7,665−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−7,646−100.0%Sold out
Sit Investment Associates Inc0$00.00%−7,530−100.0%Sold out
WCM Investment Management, LLC0$00.00%−7,248−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−5,540−100.0%Sold out
Verition Fund Management LLC0$00.00%−5,370−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−5,147−100.0%Sold out
PDT Partners, LLC0$00.00%−3,698−100.0%Sold out
Magnetar Financial LLC0$00.00%−3,609−100.0%Sold out
Virtu Financial LLC0$00.00%−3,427−100.0%Sold out
Quantamental Technologies LLC0$00.00%−3,336−100.0%Sold out
Panagora Asset Management Inc0$00.00%−3,302−100.0%Sold out
Lindenwold Advisors0$00.00%−2,863−100.0%Sold out
FORA Capital, LLC0$00.00%−2,780−100.0%Sold out
Equitable Trust Co0$00.00%−2,580−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−2,539−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−2,365−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−2,308−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−1,359−100.0%Sold out
Van Eck Associates Corp0$00.00%−715−100.0%Sold out
STRS Ohio0$00.00%−600−100.0%Sold out
Duncker Streett & Co Inc0$00.00%−400−100.0%Sold out
Castle Wealth Management LLC0$00.00%−206−100.0%Sold out
Simplex Trading, LLC0$00.00%−182−100.0%Sold out
BDO Wealth Advisors, LLC0$00.00%−35−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−16−100.0%Sold out
Quent Capital, LLC0$00.00%−24−100.0%Sold out
Pittenger & Anderson Inc0$00.00%−9−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−1−100.0%Sold out
Ci Investments Inc.0$00.00%−1−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−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