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, Q1 2023
Institutional positions in Helen of Troy Ltd as of Mar 31, 2023. 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
- 249
- +5 vs. Q4 2022
- Shares held
- 28.1M
- +2.57M (+10.1%) vs. Q4 2022
- Total value
- $2.68B
- −$153.5M (−5.4%) vs. Q4 2022
- New holders
- 35
- 100 more added
- Sold out
- 30
- 74 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3,391,311 | $322.8M | 0.03% | +475,826+16.3% | Added |
| BlackRock Inc. | 2,687,942 | $255.8M | 0.01% | +28,644+1.1% | Added |
| Vanguard Group Inc | 2,417,416 | $230.1M | 0.01% | +38,520+1.6% | Added |
| Cooke & Bieler LP | 1,901,040 | $180.9M | 1.76% | +88,945+4.9% | Added |
| Capital Research Global Investors | 1,645,403 | $156.6M | 0.04% | +1840.0% | Added |
| JPMorgan Chase & Co | 1,498,564 | $142.6M | 0.02% | +328,791+28.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,229,326 | $117.0M | 0.19% | +29,618+2.5% | Added |
| Dimensional Fund Advisors LP | 890,097 | $84.7M | 0.03% | +325,346+57.6% | Added |
| Capital World Investors | 830,500 | $79.0M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 806,762 | $76.8M | 0.00% | +20,824+2.6% | Added |
| Earnest Partners LLC | 783,452 | $74.6M | 0.43% | +279,467+55.5% | Added |
| Snyder Capital Management L P | 534,246 | $50.8M | 1.08% | −3,268−0.6% | Reduced |
| Fisher Asset Management, LLC | 502,666 | $47.8M | 0.03% | −22,499−4.3% | Reduced |
| Geode Capital Management, LLC | 470,407 | $44.8M | 0.01% | +19,853+4.4% | Added |
| Victory Capital Management Inc | 438,627 | $41.7M | 0.05% | −779−0.2% | Reduced |
| Macquarie Group Ltd | 364,165 | $34.7M | 0.04% | +6,606+1.8% | Added |
| Capital International Investors | 315,344 | $30.0M | 0.01% | +315,344 | New |
| Northern Trust Corp | 311,729 | $29.7M | 0.01% | +7,897+2.6% | Added |
| Millennium Management LLC | 309,901 | $29.5M | 0.03% | +252,478+439.7% | Added |
| Charles Schwab Investment Management Inc | 304,118 | $28.9M | 0.01% | +18,365+6.4% | Added |
| Royce & Associates LP | 292,962 | $27.9M | 0.28% | +14,622+5.3% | Added |
| Massachusetts Financial Services Co | 248,528 | $23.7M | 0.01% | +248,528 | New |
| Lord, Abbett & Co. LLC | 247,952 | $23.6M | 0.09% | +1,280+0.5% | Added |
| Janus Henderson Group PLC | 239,602 | $22.8M | 0.02% | +4,067+1.7% | Added |
| Bank of New York Mellon Corp | 236,377 | $22.5M | 0.00% | −17,462−6.9% | Reduced |
| Bank of America Corp | 216,457 | $20.6M | 0.00% | +62,780+40.9% | Added |
| Norges Bank | 214,416 | $20.4M | 0.00% | +8,555+4.2% | Added |
| GW&K Investment Management, LLC | 209,807 | $20.0M | 0.19% | +6,067+3.0% | Added |
| Citadel Advisors LLC | 206,085 | $19.6M | 0.02% | +72,251+54.0% | Added |
| Cardinal Capital Management LLC | 171,100 | $16.3M | 0.58% | −14,635−7.9% | Reduced |
| Morgan Stanley | 169,205 | $16.1M | 0.00% | +21,320+14.4% | Added |
| New York State Common Retirement Fund | 160,499 | $15.3M | 0.02% | +43,466+37.1% | Added |
| Balyasny Asset Management LLC | 146,926 | $14.0M | 0.05% | +81,281+123.8% | Added |
| Renaissance Technologies LLC | 138,810 | $13.2M | 0.02% | +138,810 | New |
| Systematic Financial Management LP | 136,061 | $12.9M | 0.42% | +17,315+14.6% | Added |
| NFJ Investment Group, LLC | 122,821 | $11.7M | 0.31% | −1,031−0.8% | Reduced |
| Goldman Sachs Group Inc | 115,381 | $11.0M | 0.00% | +62,907+119.9% | Added |
| Bridgewater Associates, LP | 101,850 | $9.69M | 0.06% | −1,531−1.5% | Reduced |
| Principal Financial Group Inc | 99,457 | $9.47M | 0.01% | −266−0.3% | Reduced |
| Barclays PLC | 94,476 | $8.99M | 0.01% | +86,366+1,064.9% | Added |
| Public Employees Retirement Association of Colorado | 89,921 | $8.56M | 0.04% | +886+1.0% | Added |
| Nuveen Asset Management, LLC | 88,650 | $8.44M | 0.00% | −7,230−7.5% | Reduced |
| Rhumbline Advisers | 84,558 | $8.05M | 0.01% | +230.0% | Added |
| Creative Planning | 81,884 | $7.79M | 0.01% | +1,968+2.5% | Added |
| AQR Capital Management LLC | 78,335 | $7.46M | 0.02% | +78,335 | New |
| Kennedy Capital Management, Inc. | 74,995 | $7.14M | 0.21% | −70,313−48.4% | Reduced |
| Peregrine Capital Management LLC | 72,377 | $6.89M | 0.20% | +72,377 | New |
| Invesco Ltd. | 67,792 | $6.45M | 0.00% | +14,413+27.0% | Added |
| SEI Investments Co | 66,452 | $6.33M | 0.01% | +40,945+160.5% | Added |
| Wellington Management Group LLP | 65,960 | $6.28M | 0.00% | +17,645+36.5% | Added |
| Lazard Asset Management LLC | 59,488 | $5.66M | 0.01% | +59,488 | New |
| Deutsche Bank AG | 59,075 | $5.62M | 0.00% | +22,601+62.0% | Added |
| Legal & General Group Plc | 58,800 | $5.60M | 0.00% | +2,144+3.8% | Added |
| Susquehanna International Group, LLP | 58,254 | $5.54M | 0.01% | +52,091+845.2% | Added |
| Ameriprise Financial Inc | 55,672 | $5.30M | 0.00% | +7,992+16.8% | Added |
| Voloridge Investment Management, LLC | 55,549 | $5.29M | 0.03% | +759+1.4% | Added |
| Alliancebernstein L.P. | 52,386 | $4.99M | 0.00% | −542−1.0% | Reduced |
| Swiss National Bank | 51,800 | $4.93M | 0.00% | −6,100−10.5% | Reduced |
| Price T Rowe Associates Inc | 51,586 | $4.91M | 0.00% | +6,691+14.9% | Added |
| Moody Aldrich Partners LLC | 48,407 | $4.61M | 0.93% | −21,301−30.6% | Reduced |
| American International Group, Inc. | 48,252 | $4.59M | 0.03% | −111−0.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 42,831 | $4.08M | 0.02% | +200.0% | Added |
| Marshall Wace, LLP | 40,700 | $3.87M | 0.01% | −44,047−52.0% | Reduced |
| Wells Fargo & Company | 39,677 | $3.78M | 0.00% | +26,719+206.2% | Added |
| Man Group plc | – | $3.70M | 0.01% | – | – |
| California Public Employees Retirement System | 36,313 | $3.46M | 0.00% | −17,747−32.8% | Reduced |
| Qube Research & Technologies Ltd | 35,631 | $3.39M | 0.02% | +9,810+38.0% | Added |
| Advantage Alpha Capital Partners LP | 34,519 | $3.29M | 0.68% | +34,519 | New |
| Tudor Investment Corp Et Al | 33,457 | $3.18M | 0.06% | +11,407+51.7% | Added |
| Ambassador Advisors, LLC | 32,885 | $3.17M | 0.72% | +32,885 | New |
| Russell Investments Group, Ltd. | 32,283 | $3.07M | 0.01% | −23,571−42.2% | Reduced |
| Trexquant Investment LP | 32,052 | $3.05M | 0.08% | +14,619+83.9% | Added |
| Retirement Systems of Alabama | 31,348 | $2.98M | 0.01% | −273−0.9% | Reduced |
| Agf Management Ltd | 30,670 | $2.92M | 0.02% | −5,275−14.7% | Reduced |
| California State Teachers Retirement System | 29,921 | $2.85M | 0.00% | −425−1.4% | Reduced |
| UBS Asset Management Americas Inc | 29,240 | $2.78M | 0.00% | +2,590+9.7% | Added |
| Quadrature Capital Ltd | 28,567 | $2.72M | 0.07% | +5,708+25.0% | Added |
| Credit Suisse AG | 27,984 | $2.66M | 0.00% | +761+2.8% | Added |
| Holocene Advisors, LP | 27,869 | $2.65M | 0.01% | +7,235+35.1% | Added |
| Manufacturers Life Insurance Company, The | 27,182 | $2.59M | 0.00% | −779−2.8% | Reduced |
| Gladstone Institutional Advisory LLC | 26,988 | $2.57M | 0.17% | −550−2.0% | Reduced |
| MetLife Investment Management | 26,724 | $2.54M | 0.02% | −394−1.5% | Reduced |
| Capital International Inc | 26,135 | $2.49M | 0.05% | +21,259+436.0% | Added |
| New York State Teachers Retirement System | 26,011 | $2.48M | 0.01% | +100+0.4% | Added |
| LPL Financial LLC | 23,787 | $2.26M | 0.00% | +1,537+6.9% | Added |
| Polen Capital Management LLC | 23,325 | $2.22M | 0.01% | −53−0.2% | Reduced |
| EULAV Asset Management | 23,000 | $2.19M | 0.09% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 22,458 | $2.14M | 0.02% | +18,566+477.0% | Added |
| PDT Partners, LLC | 22,442 | $2.14M | 0.29% | +22,442 | New |
| Azzad Asset Management Inc | 21,945 | $2.09M | 0.30% | +5,203+31.1% | Added |
| Texas Permanent School Fund | 21,471 | $2.04M | 0.02% | +5,365+33.3% | Added |
| State of New Jersey Common Pension Fund D | 20,787 | $1.98M | 0.01% | −3,911−15.8% | Reduced |
| Squarepoint Ops LLC | 19,939 | $1.90M | 0.01% | −56,658−74.0% | Reduced |
| Mutual of America Capital Management LLC | 19,303 | $1.84M | 0.02% | −401−2.0% | Reduced |
| First Trust Advisors LP | 18,658 | $1.78M | 0.00% | −3,416−15.5% | Reduced |
| Nomura Holdings Inc | 16,895 | $1.61M | 0.02% | +16,895 | New |
| Amalgamated Bank | 16,032 | $1.53M | 0.01% | −900−5.3% | Reduced |
| M&T Bank Corp | 16,008 | $1.52M | 0.01% | +7,679+92.2% | Added |
| Envestnet Asset Management Inc | 15,651 | $1.49M | 0.00% | +7,181+84.8% | Added |
| SG Americas Securities, LLC | 15,435 | $1.47M | 0.02% | +8,134+111.4% | Added |