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 |
|---|---|---|---|---|---|
| US Bancorp | 14,994 | $1.43M | 0.00% | −4,981−24.9% | Reduced |
| BNP Paribas Arbitrage, SA | 14,699 | $1.40M | 0.00% | −12,966−46.9% | Reduced |
| GHP Investment Advisors, Inc. | 13,746 | $1.31M | 0.08% | −251−1.8% | Reduced |
| State of Tennessee, Treasury Department | 12,637 | $1.20M | 0.01% | −825−6.1% | Reduced |
| Cubist Systematic Strategies, LLC | 12,599 | $1.20M | 0.01% | +376+3.1% | Added |
| Yousif Capital Management, LLC | 12,274 | $1.17M | 0.02% | +50.0% | Added |
| D. E. Shaw & Co., Inc. | 12,204 | $1.16M | 0.00% | −50,210−80.4% | Reduced |
| Oppenheimer Asset Management Inc. | 11,897 | $1.13M | 0.02% | +11,897 | New |
| Wellington Shields Capital Management, LLC | 11,800 | $1.12M | 0.14% | +11,800 | New |
| Y-Intercept (Hong Kong) Ltd | 11,213 | $1.07M | 0.12% | +11,213 | New |
| State of Wisconsin Investment Board | 11,121 | $1.06M | 0.00% | −366−3.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,806 | $1.03M | 0.01% | +14+0.1% | Added |
| Aquatic Capital Management LLC | 10,800 | $1.03M | 0.06% | +3,900+56.5% | Added |
| Gsa Capital Partners LLP | 10,353 | $985.0K | 0.10% | +8,160+372.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,349 | $984.9K | 0.00% | +189+1.9% | Added |
| Walleye Capital LLC | 9,947 | $946.7K | 0.02% | +6,164+162.9% | Added |
| Nierenberg Investment Management Company, Inc. | 9,830 | $935.5K | 0.71% | −180−1.8% | Reduced |
| Oarsman Capital, Inc. | 9,556 | $909.4K | 0.43% | −53−0.6% | Reduced |
| Voya Investment Management LLC | 9,026 | $859.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8,628 | $821.0K | 0.04% | +8,628 | New |
| Ensign Peak Advisors, Inc | 8,597 | $818.2K | 0.00% | +400+4.9% | Added |
| Dark Forest Capital Management LP | 8,266 | $786.7K | 0.19% | +7,377+829.8% | Added |
| Cinctive Capital Management LP | 8,100 | $770.9K | 0.03% | −13,730−62.9% | Reduced |
| Ameritas Investment Partners, Inc. | 8,094 | $770.3K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $761.0K | 0.49% | +8,000 | New |
| Bank of Montreal | 7,742 | $744.8K | 0.00% | +4,049+109.6% | Added |
| Jane Street Group, LLC | 7,774 | $739.9K | 0.00% | −5,881−43.1% | Reduced |
| Two Sigma Investments, LP | 7,601 | $723.4K | 0.00% | −89,843−92.2% | Reduced |
| Anchor Capital Advisors LLC | 7,475 | $711.4K | 0.02% | −25−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 7,060 | $671.9K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,951 | $661.5K | 0.01% | +188+2.8% | Added |
| Virtu Financial LLC | 6,683 | $636.0K | 0.07% | +6,683 | New |
| State Board of Administration of Florida Retirement System | 6,612 | $629.3K | 0.00% | −1,060−13.8% | Reduced |
| Advisor Group Holdings, Inc. | 6,728 | $627.1K | 0.00% | +3,633+117.4% | Added |
| Occudo Quantitative Strategies LP | 6,434 | $612.3K | 0.06% | +1,910+42.2% | Added |
| Louisiana State Employees Retirement System | 6,400 | $609.1K | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,332 | $603.0K | 0.00% | −58−0.9% | Reduced |
| Glenmede Trust Co NA | 6,272 | $596.9K | 0.00% | −2,976−32.2% | Reduced |
| Nisa Investment Advisors, LLC | 6,067 | $577.0K | 0.00% | +350+6.1% | Added |
| State of Michigan Retirement System | 6,027 | $573.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,786 | $550.7K | 0.05% | +5,786 | New |
| Quantbot Technologies LP | 5,534 | $526.7K | 0.04% | −22,697−80.4% | Reduced |
| UBS Group AG | 5,469 | $520.5K | 0.00% | −8,158−59.9% | Reduced |
| 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 |
| Captrust Financial Advisors | 5,232 | $497.9K | 0.00% | +553+11.8% | Added |
| Commerce Bank | 4,799 | $456.7K | 0.00% | +35+0.7% | Added |
| Prudential Financial Inc | 2,692 | $446.4K | 0.00% | +171+6.8% | Added |
| The PNC Financial Services Group, Inc. | 4,664 | $443.9K | 0.00% | +568+13.9% | Added |
| New Mexico Educational Retirement Board | 4,300 | $409.0K | 0.02% | +600+16.2% | Added |
| ProShare Advisors LLC | 4,224 | $402.0K | 0.00% | −365−8.0% | Reduced |
| Bank of Nova Scotia | 4,030 | $383.5K | 0.00% | +552+15.9% | Added |
| Shell Asset Management Co | 4,029 | $383.0K | 0.02% | +4,029 | New |
| Dynamic Technology Lab Private Ltd | 3,884 | $370.0K | 0.03% | +3,884 | New |
| HGK Asset Management Inc | 3,869 | $368.0K | 0.11% | +684+21.5% | Added |
| Crossmark Global Holdings, Inc. | 3,826 | $364.0K | 0.01% | +3,826 | New |
| Xponance, Inc. | 3,815 | $363.1K | 0.01% | +31+0.8% | Added |
| Federated Hermes, Inc. | 3,790 | $360.7K | 0.00% | −101−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,578 | $340.5K | 0.00% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 3,505 | $333.6K | 0.08% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 3,458 | $329.1K | 0.00% | +3,458 | New |
| Handelsbanken Fonder AB | 3,451 | $328.0K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 3,310 | $315.0K | 0.56% | +3,310 | New |
| State of Alaska, Department of Revenue | 3,310 | $315.0K | 0.00% | −15−0.5% | Reduced |
| JustInvest LLC | 3,045 | $289.8K | 0.01% | +3,045 | New |
| Integrated Investment Consultants, LLC | 2,846 | $270.9K | 0.09% | −124−4.2% | Reduced |
| CWM Advisors, LLC | 2,803 | $266.8K | 0.03% | +684+32.3% | Added |
| Engineers Gate Manager LP | 2,690 | $256.0K | 0.01% | +2,690 | New |
| Teacher Retirement System of Texas | 2,668 | $254.0K | 0.00% | +6+0.2% | Added |
| Cubic Asset Management, LLC | 2,645 | $251.7K | 0.07% | 00.0% | Unchanged |
| Raymond James & Associates | 2,631 | $250.4K | 0.00% | +31+1.2% | Added |
| SevenOneSeven Capital Management | 2,554 | $246.3K | 0.55% | +2,554 | New |
| Stifel Financial Corp | 2,580 | $245.5K | 0.00% | +26+1.0% | Added |
| GW Henssler & Associates Ltd | 2,567 | $244.3K | 0.02% | +760+42.1% | Added |
| Pictet Asset Management SA | 2,552 | $242.9K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 2,468 | $235.0K | 0.00% | −183−6.9% | Reduced |
| Keybank National Association | 2,425 | $230.8K | 0.00% | −150−5.8% | Reduced |
| Silver Oak Securities, Inc | 2,389 | $230.0K | 0.04% | +2,389 | New |
| Citigroup Inc | 2,343 | $223.0K | 0.00% | −599−20.4% | Reduced |
| Jump Financial, LLC | 2,300 | $218.9K | 0.01% | +2,300 | New |
| Securian Asset Management, Inc | 2,147 | $204.3K | 0.01% | −100−4.5% | Reduced |
| First Republic Investment Management, Inc. | 2,132 | $202.9K | 0.00% | +2,132 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,800 | $171.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,769 | $168.4K | 0.00% | +52+3.0% | Added |
| Hazlett, Burt & Watson, Inc. | 1,750 | $167.0K | 0.14% | 00.0% | Unchanged |
| Whittier Trust Co | 1,426 | $135.7K | 0.00% | +44+3.2% | Added |
| Pflug Koory, LLC | 1,395 | $132.8K | 0.07% | −390−21.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,294 | $123.0K | 0.00% | +358+38.2% | Added |
| Metropolitan Life Insurance Co | 1,253 | $119.2K | 0.01% | −218−14.8% | Reduced |
| IMA Wealth, Inc. | 1,201 | $114.3K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 948 | $90.0K | 0.00% | −3,733−79.7% | Reduced |
| Pacer Advisors, Inc. | 905 | $86.1K | 0.00% | −3,693−80.3% | Reduced |
| Amundi | 926 | $84.0K | 0.00% | +926 | New |
| Focused Wealth Management, Inc | 660 | $62.8K | 0.01% | −330−33.3% | Reduced |
| Public Employees Retirement System of Ohio | 555 | $53.0K | 0.00% | +67+13.7% | Added |
| State of Wyoming | 545 | $51.9K | 0.02% | −208−27.6% | Reduced |
| Belpointe Asset Management LLC | 502 | $47.8K | 0.00% | +472+1,573.3% | Added |
| Whittier Trust Co of Nevada Inc | 266 | $25.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 255 | $24.3K | 0.00% | +255 | New |
| SOA Wealth Advisors, LLC. | 250 | $23.8K | 0.01% | 00.0% | Unchanged |