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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 5 | $0 | 0.00% | +4+400.0% | Added |
| Steward Financial Group LLC | 7 | $0 | 0.00% | +4+133.3% | Added |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $95 | 0.00% | −3−75.0% | Reduced |
| North Star Investment Management Corp. | 1 | $95 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 2 | $190 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $286 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $381 | 0.00% | −8−66.7% | Reduced |
| Hexagon Capital Partners LLC | 4 | $381 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $476 | 0.00% | −8−61.5% | Reduced |
| AdvisorNet Financial, Inc | 5 | $476 | 0.00% | +1+25.0% | Added |
| Disciplined Investments, LLC | 5 | $476 | 0.00% | +1+25.0% | Added |
| SRS Capital Advisors, Inc. | 6 | $572 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $572 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 9 | $857 | 0.00% | −832−98.9% | Reduced |
| Schubert & Co | 9 | $857 | 0.00% | −1−10.0% | Reduced |
| Asset Dedication, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11 | $1.05K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 16 | $1.52K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 21 | $2.02K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 24 | $2.28K | 0.00% | +24 | New |
| Proequities, Inc. | 25 | $2.38K | 0.00% | +25 | New |
| Carolinas Wealth Consulting LLC | 26 | $2.47K | 0.00% | +9+52.9% | Added |
| Private Trust Co NA | 27 | $2.57K | 0.00% | −5−15.6% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $2.86K | 0.00% | −23−43.4% | Reduced |
| Kelly Financial Services LLC | 31 | $2.95K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 40 | $3.81K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 42 | $4.00K | 0.00% | +42 | New |
| Smithfield Trust Co | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 44 | $4.19K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $4.38K | 0.00% | +11+31.4% | Added |
| EverSource Wealth Advisors, LLC | 48 | $4.57K | 0.00% | −10−17.2% | Reduced |
| Westside Investment Management, Inc. | 61 | $5.80K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 63 | $6.00K | 0.00% | +63 | New |
| First Horizon Advisors, Inc. | 97 | $9.23K | 0.00% | −6−5.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 100 | $9.52K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 105 | $9.99K | 0.00% | −8−7.1% | Reduced |
| Riverview Trust Co | 122 | $11.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 106 | $12.0K | 0.00% | +20+23.3% | Added |
| TCI Wealth Advisors, Inc. | 140 | $13.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 146 | $13.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $16.2K | 0.00% | +100+142.9% | Added |
| Quadrant Capital Group LLC | 189 | $18.0K | 0.00% | −13−6.4% | Reduced |
| CWM, LLC | 218 | $21.0K | 0.00% | −28−11.4% | Reduced |
| Bessemer Group Inc | 219 | $21.0K | 0.00% | +9+4.3% | Added |
| Harbor Investment Advisory, LLC | 227 | $21.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 233 | $22.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 244 | $23.2K | 0.00% | +131+115.9% | Added |
| SOA Wealth Advisors, LLC. | 250 | $23.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 255 | $24.3K | 0.00% | +255 | New |
| Whittier Trust Co of Nevada Inc | 266 | $25.3K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 502 | $47.8K | 0.00% | +472+1,573.3% | Added |
| State of Wyoming | 545 | $51.9K | 0.02% | −208−27.6% | Reduced |
| Public Employees Retirement System of Ohio | 555 | $53.0K | 0.00% | +67+13.7% | Added |
| Focused Wealth Management, Inc | 660 | $62.8K | 0.01% | −330−33.3% | Reduced |
| Amundi | 926 | $84.0K | 0.00% | +926 | New |
| Pacer Advisors, Inc. | 905 | $86.1K | 0.00% | −3,693−80.3% | Reduced |
| Royal Bank of Canada | 948 | $90.0K | 0.00% | −3,733−79.7% | Reduced |
| IMA Wealth, Inc. | 1,201 | $114.3K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,253 | $119.2K | 0.01% | −218−14.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,294 | $123.0K | 0.00% | +358+38.2% | Added |
| Pflug Koory, LLC | 1,395 | $132.8K | 0.07% | −390−21.8% | Reduced |
| Whittier Trust Co | 1,426 | $135.7K | 0.00% | +44+3.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,750 | $167.0K | 0.14% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,769 | $168.4K | 0.00% | +52+3.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,800 | $171.3K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 2,132 | $202.9K | 0.00% | +2,132 | New |
| Securian Asset Management, Inc | 2,147 | $204.3K | 0.01% | −100−4.5% | Reduced |
| Jump Financial, LLC | 2,300 | $218.9K | 0.01% | +2,300 | New |
| Citigroup Inc | 2,343 | $223.0K | 0.00% | −599−20.4% | Reduced |
| Silver Oak Securities, Inc | 2,389 | $230.0K | 0.04% | +2,389 | New |
| Keybank National Association | 2,425 | $230.8K | 0.00% | −150−5.8% | Reduced |
| Mariner, LLC | 2,468 | $235.0K | 0.00% | −183−6.9% | Reduced |
| Pictet Asset Management SA | 2,552 | $242.9K | 0.00% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,567 | $244.3K | 0.02% | +760+42.1% | Added |
| Stifel Financial Corp | 2,580 | $245.5K | 0.00% | +26+1.0% | Added |
| SevenOneSeven Capital Management | 2,554 | $246.3K | 0.55% | +2,554 | New |
| Raymond James & Associates | 2,631 | $250.4K | 0.00% | +31+1.2% | Added |
| Cubic Asset Management, LLC | 2,645 | $251.7K | 0.07% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 2,668 | $254.0K | 0.00% | +6+0.2% | Added |
| Engineers Gate Manager LP | 2,690 | $256.0K | 0.01% | +2,690 | New |
| CWM Advisors, LLC | 2,803 | $266.8K | 0.03% | +684+32.3% | Added |
| Integrated Investment Consultants, LLC | 2,846 | $270.9K | 0.09% | −124−4.2% | Reduced |
| JustInvest LLC | 3,045 | $289.8K | 0.01% | +3,045 | New |
| State of Alaska, Department of Revenue | 3,310 | $315.0K | 0.00% | −15−0.5% | Reduced |
| Nebula Research & Development LLC | 3,310 | $315.0K | 0.56% | +3,310 | New |
| Handelsbanken Fonder AB | 3,451 | $328.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 3,458 | $329.1K | 0.00% | +3,458 | New |
| Pier 88 Investment Partners LLC | 3,505 | $333.6K | 0.08% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,578 | $340.5K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,790 | $360.7K | 0.00% | −101−2.6% | Reduced |
| Xponance, Inc. | 3,815 | $363.1K | 0.01% | +31+0.8% | Added |
| Crossmark Global Holdings, Inc. | 3,826 | $364.0K | 0.01% | +3,826 | New |
| HGK Asset Management Inc | 3,869 | $368.0K | 0.11% | +684+21.5% | Added |
| Dynamic Technology Lab Private Ltd | 3,884 | $370.0K | 0.03% | +3,884 | New |
| Shell Asset Management Co | 4,029 | $383.0K | 0.02% | +4,029 | New |
| Bank of Nova Scotia | 4,030 | $383.5K | 0.00% | +552+15.9% | Added |
| ProShare Advisors LLC | 4,224 | $402.0K | 0.00% | −365−8.0% | Reduced |
| New Mexico Educational Retirement Board | 4,300 | $409.0K | 0.02% | +600+16.2% | Added |