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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.

Q1 2023 vs. Q4 2022

How the institutions holding Helen of Troy Ltd changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of HELE: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders2462249+5
Shares25.6M27.4K28.1M+2.57M (+10.1%)
Value$2.84B$3.19M$2.68B−$153.5M (−5.4%)

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held Helen of Troy Ltd at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to HELE in Q1 2023
InstitutionSharesValue% of portfolio
Capital International Investors315,344$30.0M0.01%
Massachusetts Financial Services Co248,528$23.7M0.01%
Renaissance Technologies LLC138,810$13.2M0.02%
AQR Capital Management LLC78,335$7.46M0.02%
Peregrine Capital Management LLC72,377$6.89M0.20%
Lazard Asset Management LLC59,488$5.66M0.01%
Advantage Alpha Capital Partners LP34,519$3.29M0.68%
Ambassador Advisors, LLC32,885$3.17M0.72%
PDT Partners, LLC22,442$2.14M0.29%
Nomura Holdings Inc16,895$1.61M0.02%
Oppenheimer Asset Management Inc.11,897$1.13M0.02%
Wellington Shields Capital Management, LLC11,800$1.12M0.14%
Y-Intercept (Hong Kong) Ltd11,213$1.07M0.12%
ClariVest Asset Management LLC8,628$821.0K0.04%
Mitsubishi UFJ Asset Management (UK) Ltd.8,000$761.0K0.49%
Virtu Financial LLC6,683$636.0K0.07%
Two Sigma Securities, LLC5,786$550.7K0.05%
Orion Portfolio Solutions, LLC5,412$515.1K0.01%
Shell Asset Management Co4,029$383.0K0.02%
Dynamic Technology Lab Private Ltd3,884$370.0K0.03%
Crossmark Global Holdings, Inc.3,826$364.0K0.01%
Raymond James Financial Services Advisors, Inc.3,458$329.1K0.00%
Nebula Research & Development LLC3,310$315.0K0.56%
JustInvest LLC3,045$289.8K0.01%
Engineers Gate Manager LP2,690$256.0K0.01%
SevenOneSeven Capital Management2,554$246.3K0.55%
Silver Oak Securities, Inc2,389$230.0K0.04%
Jump Financial, LLC2,300$218.9K0.01%
First Republic Investment Management, Inc.2,132$202.9K0.00%
Amundi926$84.0K0.00%
Northwestern Mutual Wealth Management Co255$24.3K0.00%
Quarry LP63$6.00K0.00%
Grey Fox Wealth Advisors, LLC42$4.00K0.00%
Proequities, Inc.25$2.38K0.00%
Parallax Volatility Advisers, L.P.24$2.28K0.00%

Sold out (30)

Institutions that held Helen of Troy Ltd at the end of Q4 2022 and filed for Q1 2023 without it.

Not filed for Q1 2023 yet (2)

Institutions that held Helen of Troy Ltd at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HELE in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Comerica Bank27,397$3.18M
Heritage Wealth Management, LLC52$5.77K