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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 244 | $23.2K | 0.00% | +131+115.9% | Added |
| Assetmark, Inc | 233 | $22.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 227 | $21.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 218 | $21.0K | 0.00% | −28−11.4% | Reduced |
| Bessemer Group Inc | 219 | $21.0K | 0.00% | +9+4.3% | Added |
| Quadrant Capital Group LLC | 189 | $18.0K | 0.00% | −13−6.4% | Reduced |
| Nomura Asset Management Co Ltd | 170 | $16.2K | 0.00% | +100+142.9% | Added |
| Steward Partners Investment Advisory, LLC | 146 | $13.9K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 140 | $13.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 106 | $12.0K | 0.00% | +20+23.3% | Added |
| Riverview Trust Co | 122 | $11.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 105 | $9.99K | 0.00% | −8−7.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 100 | $9.52K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 97 | $9.23K | 0.00% | −6−5.8% | Reduced |
| Quarry LP | 63 | $6.00K | 0.00% | +63 | New |
| Westside Investment Management, Inc. | 61 | $5.80K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 48 | $4.57K | 0.00% | −10−17.2% | Reduced |
| Massmutual Trust Co FSB | 46 | $4.38K | 0.00% | +11+31.4% | Added |
| TD Private Client Wealth LLC | 44 | $4.19K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 42 | $4.00K | 0.00% | +42 | New |
| Sittner & Nelson, LLC | 40 | $3.81K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 31 | $2.95K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $2.86K | 0.00% | −23−43.4% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $2.67K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 27 | $2.57K | 0.00% | −5−15.6% | Reduced |
| Carolinas Wealth Consulting LLC | 26 | $2.47K | 0.00% | +9+52.9% | Added |
| Proequities, Inc. | 25 | $2.38K | 0.00% | +25 | New |
| Parallax Volatility Advisers, L.P. | 24 | $2.28K | 0.00% | +24 | New |
| Global Financial Private Client, LLC | 21 | $2.02K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 16 | $1.52K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11 | $1.05K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $1.00K | 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 |
| SRS Capital Advisors, Inc. | 6 | $572 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $572 | 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 |
| Parkside Financial Bank & Trust | 4 | $381 | 0.00% | −8−66.7% | Reduced |
| Hexagon Capital Partners LLC | 4 | $381 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $286 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $190 | 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 |
| 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 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −149,041−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −139,981−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −82,062−100.0% | Sold out |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −65,900−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −64,995−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −53,049−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −50,826−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −29,363−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −24,667−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −21,266−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −13,487−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −12,964−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −4,858−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,485−100.0% | Sold out |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −3,205−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −2,894−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −3,504−100.0% | Sold out |
| Advisor Partners II, LLC | 0 | $0 | 0.00% | −1,915−100.0% | Sold out |
| Strong Tower Advisory Services | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |