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, Q2 2023
Institutional positions in Helen of Troy Ltd as of Jun 30, 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
- 248
- −1 vs. Q1 2023
- Shares held
- 28.4M
- +317.6K (+1.1%) vs. Q1 2023
- Total value
- $3.07B
- +$392.4M (+14.6%) vs. Q1 2023
- New holders
- 29
- 82 more added
- Sold out
- 30
- 90 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3,398,212 | $367.1M | 0.03% | +6,901+0.2% | Added |
| BlackRock Inc. | 2,786,317 | $301.0M | 0.01% | +98,375+3.7% | Added |
| Vanguard Group Inc | 2,392,540 | $258.4M | 0.01% | −24,876−1.0% | Reduced |
| Cooke & Bieler LP | 2,050,465 | $221.5M | 2.07% | +149,425+7.9% | Added |
| Capital Research Global Investors | 1,645,956 | $177.8M | 0.05% | +5530.0% | Added |
| Dimensional Fund Advisors LP | 1,099,685 | $118.8M | 0.04% | +209,588+23.5% | Added |
| JPMorgan Chase & Co | 1,097,888 | $118.6M | 0.01% | −400,676−26.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,007,247 | $108.8M | 0.17% | −222,079−18.1% | Reduced |
| Capital World Investors | 830,500 | $89.7M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 818,716 | $88.4M | 0.00% | +11,954+1.5% | Added |
| Earnest Partners LLC | 636,079 | $68.7M | 0.38% | −147,373−18.8% | Reduced |
| Snyder Capital Management L P | 528,356 | $57.1M | 1.22% | −5,890−1.1% | Reduced |
| Fisher Asset Management, LLC | 508,742 | $55.0M | 0.03% | +6,076+1.2% | Added |
| Geode Capital Management, LLC | 502,831 | $54.3M | 0.01% | +32,424+6.9% | Added |
| Macquarie Group Ltd | 482,480 | $52.1M | 0.06% | +118,315+32.5% | Added |
| Massachusetts Financial Services Co | 368,664 | $39.8M | 0.01% | +120,136+48.3% | Added |
| Charles Schwab Investment Management Inc | 323,266 | $34.9M | 0.01% | +19,148+6.3% | Added |
| Victory Capital Management Inc | 322,349 | $34.8M | 0.04% | −116,278−26.5% | Reduced |
| Capital International Investors | 315,344 | $34.1M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 302,859 | $32.7M | 0.01% | −8,870−2.8% | Reduced |
| Janus Henderson Group PLC | 289,226 | $31.2M | 0.02% | +49,624+20.7% | Added |
| Renaissance Technologies LLC | 282,510 | $30.5M | 0.04% | +143,700+103.5% | Added |
| Goldman Sachs Group Inc | 276,151 | $29.8M | 0.01% | +160,770+139.3% | Added |
| Lord, Abbett & Co. LLC | 253,192 | $27.4M | 0.09% | +5,240+2.1% | Added |
| Lazard Asset Management LLC | 250,550 | $27.1M | 0.03% | +191,062+321.2% | Added |
| Royce & Associates LP | 248,252 | $26.8M | 0.26% | −44,710−15.3% | Reduced |
| Bank of New York Mellon Corp | 242,071 | $26.1M | 0.01% | +5,694+2.4% | Added |
| GW&K Investment Management, LLC | 207,747 | $22.4M | 0.21% | −2,060−1.0% | Reduced |
| Millennium Management LLC | 203,958 | $22.0M | 0.02% | −105,943−34.2% | Reduced |
| Bank of America Corp | 203,081 | $21.9M | 0.00% | −13,376−6.2% | Reduced |
| Norges Bank | 201,138 | $21.7M | 0.00% | −13,278−6.2% | Reduced |
| Marshall Wace, LLP | 177,941 | $19.2M | 0.04% | +137,241+337.2% | Added |
| Voloridge Investment Management, LLC | 170,028 | $18.4M | 0.09% | +114,479+206.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 169,914 | $18.4M | 0.10% | +127,083+296.7% | Added |
| Cardinal Capital Management LLC | 165,352 | $17.9M | 0.68% | −5,748−3.4% | Reduced |
| Morgan Stanley | 150,644 | $16.3M | 0.00% | −18,561−11.0% | Reduced |
| D. E. Shaw & Co., Inc. | 144,454 | $15.6M | 0.02% | +132,250+1,083.7% | Added |
| Systematic Financial Management LP | 137,491 | $14.9M | 0.47% | +1,430+1.1% | Added |
| NFJ Investment Group, LLC | 128,350 | $13.9M | 0.37% | +5,529+4.5% | Added |
| Man Group plc | 126,814 | $13.7M | 0.04% | – | – |
| AQR Capital Management LLC | 107,161 | $11.5M | 0.02% | +28,826+36.8% | Added |
| Principal Financial Group Inc | 96,599 | $10.4M | 0.01% | −2,858−2.9% | Reduced |
| Rhumbline Advisers | 89,921 | $9.71M | 0.01% | +5,363+6.3% | Added |
| Public Employees Retirement Association of Colorado | 89,921 | $9.71M | 0.05% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 89,656 | $9.68M | 0.00% | +1,006+1.1% | Added |
| Citadel Advisors LLC | 87,785 | $9.48M | 0.01% | −118,300−57.4% | Reduced |
| Kennedy Capital Management, Inc. | 83,353 | $9.00M | 0.21% | +8,358+11.1% | Added |
| Creative Planning | 81,909 | $8.85M | 0.01% | +250.0% | Added |
| Wellington Management Group LLP | 75,009 | $8.10M | 0.00% | +9,049+13.7% | Added |
| Peregrine Capital Management LLC | 69,502 | $7.51M | 0.20% | −2,875−4.0% | Reduced |
| Invesco Ltd. | 67,588 | $7.30M | 0.00% | −204−0.3% | Reduced |
| SEI Investments Co | 63,770 | $6.89M | 0.01% | −2,682−4.0% | Reduced |
| Deutsche Bank AG | 55,507 | $6.00M | 0.00% | −3,568−6.0% | Reduced |
| Swiss National Bank | 52,300 | $5.65M | 0.00% | +500+1.0% | Added |
| Alliancebernstein L.P. | 50,983 | $5.51M | 0.00% | −1,403−2.7% | Reduced |
| Moody Aldrich Partners LLC | 48,147 | $5.20M | 1.01% | −260−0.5% | Reduced |
| American International Group, Inc. | 47,641 | $5.15M | 0.03% | −611−1.3% | Reduced |
| Bridgewater Associates, LP | 46,577 | $5.03M | 0.03% | −55,273−54.3% | Reduced |
| Susquehanna International Group, LLP | 46,390 | $5.01M | 0.01% | −11,864−20.4% | Reduced |
| Barclays PLC | 45,430 | $4.91M | 0.00% | −49,046−51.9% | Reduced |
| Wells Fargo & Company | 43,614 | $4.71M | 0.00% | +3,937+9.9% | Added |
| Ameriprise Financial Inc | 43,349 | $4.68M | 0.00% | −12,323−22.1% | Reduced |
| Holocene Advisors, LP | 40,914 | $4.42M | 0.02% | +13,045+46.8% | Added |
| Legal & General Group Plc | 37,157 | $4.01M | 0.00% | −21,643−36.8% | Reduced |
| Chartwell Investment Partners, LLC | 36,786 | $3.97M | 0.14% | +36,786 | New |
| California Public Employees Retirement System | 36,313 | $3.92M | 0.00% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 31,477 | $3.92M | 0.90% | −1,408−4.3% | Reduced |
| Tudor Investment Corp Et Al | 35,006 | $3.78M | 0.06% | +1,549+4.6% | Added |
| Advantage Alpha Capital Partners LP | 34,716 | $3.75M | 0.75% | +197+0.6% | Added |
| Retirement Systems of Alabama | 30,979 | $3.35M | 0.01% | −369−1.2% | Reduced |
| Credit Suisse AG | 30,054 | $3.25M | 0.00% | +2,070+7.4% | Added |
| California State Teachers Retirement System | 29,127 | $3.15M | 0.00% | −794−2.7% | Reduced |
| Quantbot Technologies LP | 28,994 | $3.13M | 0.21% | +23,460+423.9% | Added |
| Russell Investments Group, Ltd. | 28,274 | $3.05M | 0.01% | −4,009−12.4% | Reduced |
| Wolverine Trading, LLC | 28,337 | $3.04M | 0.04% | +28,337 | New |
| Cubist Systematic Strategies, LLC | 27,552 | $2.98M | 0.03% | +14,953+118.7% | Added |
| Gladstone Institutional Advisory LLC | 27,488 | $2.97M | 0.18% | +500+1.9% | Added |
| Manufacturers Life Insurance Company, The | 26,629 | $2.88M | 0.00% | −553−2.0% | Reduced |
| MetLife Investment Management | 26,577 | $2.87M | 0.02% | −147−0.6% | Reduced |
| New York State Teachers Retirement System | 26,111 | $2.82M | 0.01% | +100+0.4% | Added |
| UBS Asset Management Americas Inc | 29,240 | $2.78M | 0.00% | 00.0% | Unchanged |
| Capital International Inc | 25,344 | $2.74M | 0.05% | −791−3.0% | Reduced |
| State of New Jersey Common Pension Fund D | 24,884 | $2.69M | 0.01% | +4,097+19.7% | Added |
| Teachers Retirement System of the State of Kentucky | 24,746 | $2.67M | 0.03% | +2,288+10.2% | Added |
| Dark Forest Capital Management LP | 24,557 | $2.65M | 0.27% | +16,291+197.1% | Added |
| Ergoteles LLC | 23,978 | $2.59M | 0.12% | +23,978 | New |
| LPL Financial LLC | 23,042 | $2.49M | 0.00% | −745−3.1% | Reduced |
| EULAV Asset Management | 23,000 | $2.48M | 0.09% | 00.0% | Unchanged |
| First Trust Advisors LP | 22,845 | $2.47M | 0.00% | +4,187+22.4% | Added |
| Polen Capital Management LLC | 22,464 | $2.43M | 0.01% | −861−3.7% | Reduced |
| Azzad Asset Management Inc | 22,196 | $2.40M | 0.32% | +251+1.1% | Added |
| PDT Partners, LLC | 21,220 | $2.29M | 0.32% | −1,222−5.4% | Reduced |
| Texas Permanent School Fund | 21,112 | $2.28M | 0.02% | −359−1.7% | Reduced |
| Envestnet Asset Management Inc | 18,839 | $2.03M | 0.00% | +3,188+20.4% | Added |
| ExodusPoint Capital Management, LP | 18,527 | $2.00M | 0.02% | +18,527 | New |
| BNP Paribas Arbitrage, SA | 18,385 | $1.99M | 0.00% | +3,686+25.1% | Added |
| Canada Pension Plan Investment Board | 17,500 | $1.89M | 0.00% | +17,500 | New |
| Mutual of America Capital Management LLC | 17,370 | $1.88M | 0.02% | −1,933−10.0% | Reduced |
| Price T Rowe Associates Inc | 16,466 | $1.78M | 0.00% | −35,120−68.1% | Reduced |
| M&T Bank Corp | 16,008 | $1.73M | 0.01% | 00.0% | Unchanged |