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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 4,664 | $443.9K | 0.00% | +568+13.9% | Added |
| Prudential Financial Inc | 2,692 | $446.4K | 0.00% | +171+6.8% | Added |
| Commerce Bank | 4,799 | $456.7K | 0.00% | +35+0.7% | Added |
| Captrust Financial Advisors | 5,232 | $497.9K | 0.00% | +553+11.8% | Added |
| Brinker Capital Investments, LLC | 5,412 | $515.1K | 0.01% | −925−14.6% | Reduced |
| Orion Portfolio Solutions, LLC | 5,412 | $515.1K | 0.01% | +5,412 | New |
| UBS Group AG | 5,469 | $520.5K | 0.00% | −8,158−59.9% | Reduced |
| Quantbot Technologies LP | 5,534 | $526.7K | 0.04% | −22,697−80.4% | Reduced |
| Two Sigma Securities, LLC | 5,786 | $550.7K | 0.05% | +5,786 | New |
| State of Michigan Retirement System | 6,027 | $573.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6,067 | $577.0K | 0.00% | +350+6.1% | Added |
| Glenmede Trust Co NA | 6,272 | $596.9K | 0.00% | −2,976−32.2% | Reduced |
| Thrivent Financial for Lutherans | 6,332 | $603.0K | 0.00% | −58−0.9% | Reduced |
| Louisiana State Employees Retirement System | 6,400 | $609.1K | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 6,434 | $612.3K | 0.06% | +1,910+42.2% | Added |
| Advisor Group Holdings, Inc. | 6,728 | $627.1K | 0.00% | +3,633+117.4% | Added |
| State Board of Administration of Florida Retirement System | 6,612 | $629.3K | 0.00% | −1,060−13.8% | Reduced |
| Virtu Financial LLC | 6,683 | $636.0K | 0.07% | +6,683 | New |
| Arizona State Retirement System | 6,951 | $661.5K | 0.01% | +188+2.8% | Added |
| Oregon Public Employees Retirement Fund | 7,060 | $671.9K | 0.01% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 7,475 | $711.4K | 0.02% | −25−0.3% | Reduced |
| Two Sigma Investments, LP | 7,601 | $723.4K | 0.00% | −89,843−92.2% | Reduced |
| Jane Street Group, LLC | 7,774 | $739.9K | 0.00% | −5,881−43.1% | Reduced |
| Bank of Montreal | 7,742 | $744.8K | 0.00% | +4,049+109.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $761.0K | 0.49% | +8,000 | New |
| Ameritas Investment Partners, Inc. | 8,094 | $770.3K | 0.03% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 8,100 | $770.9K | 0.03% | −13,730−62.9% | Reduced |
| Dark Forest Capital Management LP | 8,266 | $786.7K | 0.19% | +7,377+829.8% | Added |
| Ensign Peak Advisors, Inc | 8,597 | $818.2K | 0.00% | +400+4.9% | Added |
| ClariVest Asset Management LLC | 8,628 | $821.0K | 0.04% | +8,628 | New |
| Voya Investment Management LLC | 9,026 | $859.0K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 9,556 | $909.4K | 0.43% | −53−0.6% | Reduced |
| Nierenberg Investment Management Company, Inc. | 9,830 | $935.5K | 0.71% | −180−1.8% | Reduced |
| Walleye Capital LLC | 9,947 | $946.7K | 0.02% | +6,164+162.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,349 | $984.9K | 0.00% | +189+1.9% | Added |
| Gsa Capital Partners LLP | 10,353 | $985.0K | 0.10% | +8,160+372.1% | Added |
| Aquatic Capital Management LLC | 10,800 | $1.03M | 0.06% | +3,900+56.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,806 | $1.03M | 0.01% | +14+0.1% | Added |
| State of Wisconsin Investment Board | 11,121 | $1.06M | 0.00% | −366−3.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,213 | $1.07M | 0.12% | +11,213 | New |
| Wellington Shields Capital Management, LLC | 11,800 | $1.12M | 0.14% | +11,800 | New |
| Oppenheimer Asset Management Inc. | 11,897 | $1.13M | 0.02% | +11,897 | New |
| D. E. Shaw & Co., Inc. | 12,204 | $1.16M | 0.00% | −50,210−80.4% | Reduced |
| Yousif Capital Management, LLC | 12,274 | $1.17M | 0.02% | +50.0% | Added |
| Cubist Systematic Strategies, LLC | 12,599 | $1.20M | 0.01% | +376+3.1% | Added |
| State of Tennessee, Treasury Department | 12,637 | $1.20M | 0.01% | −825−6.1% | Reduced |
| GHP Investment Advisors, Inc. | 13,746 | $1.31M | 0.08% | −251−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 14,699 | $1.40M | 0.00% | −12,966−46.9% | Reduced |
| US Bancorp | 14,994 | $1.43M | 0.00% | −4,981−24.9% | Reduced |
| SG Americas Securities, LLC | 15,435 | $1.47M | 0.02% | +8,134+111.4% | Added |
| Envestnet Asset Management Inc | 15,651 | $1.49M | 0.00% | +7,181+84.8% | Added |
| M&T Bank Corp | 16,008 | $1.52M | 0.01% | +7,679+92.2% | Added |
| Amalgamated Bank | 16,032 | $1.53M | 0.01% | −900−5.3% | Reduced |
| Nomura Holdings Inc | 16,895 | $1.61M | 0.02% | +16,895 | New |
| First Trust Advisors LP | 18,658 | $1.78M | 0.00% | −3,416−15.5% | Reduced |
| Mutual of America Capital Management LLC | 19,303 | $1.84M | 0.02% | −401−2.0% | Reduced |
| Squarepoint Ops LLC | 19,939 | $1.90M | 0.01% | −56,658−74.0% | Reduced |
| State of New Jersey Common Pension Fund D | 20,787 | $1.98M | 0.01% | −3,911−15.8% | Reduced |
| Texas Permanent School Fund | 21,471 | $2.04M | 0.02% | +5,365+33.3% | Added |
| Azzad Asset Management Inc | 21,945 | $2.09M | 0.30% | +5,203+31.1% | Added |
| PDT Partners, LLC | 22,442 | $2.14M | 0.29% | +22,442 | New |
| Teachers Retirement System of the State of Kentucky | 22,458 | $2.14M | 0.02% | +18,566+477.0% | Added |
| EULAV Asset Management | 23,000 | $2.19M | 0.09% | 00.0% | Unchanged |
| Polen Capital Management LLC | 23,325 | $2.22M | 0.01% | −53−0.2% | Reduced |
| LPL Financial LLC | 23,787 | $2.26M | 0.00% | +1,537+6.9% | Added |
| New York State Teachers Retirement System | 26,011 | $2.48M | 0.01% | +100+0.4% | Added |
| Capital International Inc | 26,135 | $2.49M | 0.05% | +21,259+436.0% | Added |
| MetLife Investment Management | 26,724 | $2.54M | 0.02% | −394−1.5% | Reduced |
| Gladstone Institutional Advisory LLC | 26,988 | $2.57M | 0.17% | −550−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 27,182 | $2.59M | 0.00% | −779−2.8% | Reduced |
| Holocene Advisors, LP | 27,869 | $2.65M | 0.01% | +7,235+35.1% | Added |
| Credit Suisse AG | 27,984 | $2.66M | 0.00% | +761+2.8% | Added |
| Quadrature Capital Ltd | 28,567 | $2.72M | 0.07% | +5,708+25.0% | Added |
| UBS Asset Management Americas Inc | 29,240 | $2.78M | 0.00% | +2,590+9.7% | Added |
| California State Teachers Retirement System | 29,921 | $2.85M | 0.00% | −425−1.4% | Reduced |
| Agf Management Ltd | 30,670 | $2.92M | 0.02% | −5,275−14.7% | Reduced |
| Retirement Systems of Alabama | 31,348 | $2.98M | 0.01% | −273−0.9% | Reduced |
| Trexquant Investment LP | 32,052 | $3.05M | 0.08% | +14,619+83.9% | Added |
| Russell Investments Group, Ltd. | 32,283 | $3.07M | 0.01% | −23,571−42.2% | Reduced |
| Ambassador Advisors, LLC | 32,885 | $3.17M | 0.72% | +32,885 | New |
| Tudor Investment Corp Et Al | 33,457 | $3.18M | 0.06% | +11,407+51.7% | Added |
| Advantage Alpha Capital Partners LP | 34,519 | $3.29M | 0.68% | +34,519 | New |
| Qube Research & Technologies Ltd | 35,631 | $3.39M | 0.02% | +9,810+38.0% | Added |
| California Public Employees Retirement System | 36,313 | $3.46M | 0.00% | −17,747−32.8% | Reduced |
| Man Group plc | – | $3.70M | 0.01% | – | – |
| Wells Fargo & Company | 39,677 | $3.78M | 0.00% | +26,719+206.2% | Added |
| Marshall Wace, LLP | 40,700 | $3.87M | 0.01% | −44,047−52.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 42,831 | $4.08M | 0.02% | +200.0% | Added |
| American International Group, Inc. | 48,252 | $4.59M | 0.03% | −111−0.2% | Reduced |
| Moody Aldrich Partners LLC | 48,407 | $4.61M | 0.93% | −21,301−30.6% | Reduced |
| Price T Rowe Associates Inc | 51,586 | $4.91M | 0.00% | +6,691+14.9% | Added |
| Swiss National Bank | 51,800 | $4.93M | 0.00% | −6,100−10.5% | Reduced |
| Alliancebernstein L.P. | 52,386 | $4.99M | 0.00% | −542−1.0% | Reduced |
| Voloridge Investment Management, LLC | 55,549 | $5.29M | 0.03% | +759+1.4% | Added |
| Ameriprise Financial Inc | 55,672 | $5.30M | 0.00% | +7,992+16.8% | Added |
| Susquehanna International Group, LLP | 58,254 | $5.54M | 0.01% | +52,091+845.2% | Added |
| Legal & General Group Plc | 58,800 | $5.60M | 0.00% | +2,144+3.8% | Added |
| Deutsche Bank AG | 59,075 | $5.62M | 0.00% | +22,601+62.0% | Added |
| Lazard Asset Management LLC | 59,488 | $5.66M | 0.01% | +59,488 | New |
| Wellington Management Group LLP | 65,960 | $6.28M | 0.00% | +17,645+36.5% | Added |