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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $108 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $108 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $216 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $324 | 0.00% | −1−25.0% | Reduced |
| Allworth Financial LP | 3 | $325 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $432 | 0.00% | −1−20.0% | Reduced |
| First Capital Advisors Group, LLC. | 4 | $432 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $541 | 0.00% | −1−16.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 6 | $648 | 0.00% | −260−97.7% | Reduced |
| SRS Capital Advisors, Inc. | 6 | $648 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $648 | 0.00% | +1+20.0% | Added |
| 25 LLC | 5 | $655 | 0.00% | +5 | New |
| Ronald Blue Trust, Inc. | 7 | $1.00K | 0.00% | −99−93.4% | Reduced |
| Asset Dedication, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 5 | $1.00K | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 10 | $1.08K | 0.00% | +5+100.0% | Added |
| Farmers & Merchants Investments Inc | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 16 | $1.73K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 18 | $2.00K | 0.00% | +18 | New |
| Parkside Financial Bank & Trust | 19 | $2.05K | 0.00% | +15+375.0% | Added |
| Bell Investment Advisors, Inc | 19 | $2.05K | 0.00% | −11−36.7% | Reduced |
| Carolinas Wealth Consulting LLC | 21 | $2.27K | 0.00% | −5−19.2% | Reduced |
| Global Financial Private Client, LLC | 21 | $2.31K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 25 | $2.70K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 25 | $2.70K | 0.00% | +25 | New |
| Private Trust Co NA | 27 | $2.92K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 28 | $3.02K | 0.00% | −161−85.2% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $3.02K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 31 | $3.35K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 40 | $4.32K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $4.97K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 49 | $5.29K | 0.00% | +1+2.1% | Added |
| Westside Investment Management, Inc. | 61 | $6.59K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 97 | $10.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 110 | $11.9K | 0.00% | +5+4.8% | Added |
| TD Private Client Wealth LLC | 125 | $13.5K | 0.00% | +81+184.1% | Added |
| Steward Partners Investment Advisory, LLC | 146 | $15.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 170 | $18.4K | 0.00% | −74−30.3% | Reduced |
| Nomura Asset Management Co Ltd | 170 | $18.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 183 | $20.0K | 0.00% | −35−16.1% | Reduced |
| Bessemer Group Inc | 226 | $24.0K | 0.00% | +7+3.2% | Added |
| Assetmark, Inc | 233 | $25.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 250 | $27.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 257 | $27.8K | 0.00% | +2+0.8% | Added |
| Whittier Trust Co | 312 | $33.7K | 0.00% | −1,114−78.1% | Reduced |
| Harbor Investment Advisory, LLC | 366 | $39.5K | 0.01% | +139+61.2% | Added |
| Public Employees Retirement System of Ohio | 621 | $67.0K | 0.00% | +66+11.9% | Added |
| State of Wyoming | 698 | $75.4K | 0.02% | +153+28.1% | Added |
| Focused Wealth Management, Inc | 700 | $75.6K | 0.01% | +40+6.1% | Added |
| Amundi | 926 | $102.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,049 | $113.0K | 0.00% | −14,386−93.2% | Reduced |
| Pflug Koory, LLC | 1,195 | $129.1K | 0.07% | −200−14.3% | Reduced |
| IMA Wealth, Inc. | 1,201 | $129.7K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,308 | $141.3K | 0.01% | +55+4.4% | Added |
| Royal Bank of Canada | 1,645 | $177.0K | 0.00% | +697+73.5% | Added |
| Shell Asset Management Co | 1,735 | $187.0K | 0.01% | −2,294−56.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,750 | $189.0K | 0.14% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,800 | $194.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,814 | $195.9K | 0.00% | −1,976−52.1% | Reduced |
| Henshaw Capital LLC | 1,857 | $200.6K | 0.01% | +1,857 | New |
| State of Wisconsin Investment Board | 1,897 | $204.9K | 0.00% | −9,224−82.9% | Reduced |
| Two Sigma Advisers, LP | 1,900 | $205.2K | 0.00% | +1,900 | New |
| Trexquant Investment LP | 1,923 | $207.7K | 0.01% | −30,129−94.0% | Reduced |
| Connable Office Inc | 1,955 | $211.2K | 0.03% | +1,955 | New |
| Pinnacle Associates Ltd | 1,958 | $211.5K | 0.00% | +1,958 | New |
| Two Sigma Securities, LLC | 2,058 | $222.3K | 0.02% | −3,728−64.4% | Reduced |
| UBS Group AG | 2,070 | $223.6K | 0.00% | −3,399−62.2% | Reduced |
| Los Angeles Capital Management LLC | 2,107 | $227.6K | 0.00% | +2,107 | New |
| Verition Fund Management LLC | 2,118 | $228.8K | 0.00% | +2,118 | New |
| Securian Asset Management, Inc | 2,147 | $231.9K | 0.01% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 2,151 | $232.4K | 0.11% | +2,151 | New |
| Corton Capital Inc. | 2,207 | $238.4K | 0.11% | +2,207 | New |
| Raymond James & Associates | 2,326 | $251.3K | 0.00% | −305−11.6% | Reduced |
| Aigen Investment Management, LP | 2,484 | $268.3K | 0.04% | +2,484 | New |
| Pictet Asset Management SA | 2,552 | $275.7K | 0.00% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,567 | $277.3K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,592 | $280.0K | 0.02% | −4,091−61.2% | Reduced |
| Mariner, LLC | 2,629 | $284.0K | 0.00% | +161+6.5% | Added |
| Cubic Asset Management, LLC | 2,645 | $285.7K | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,646 | $285.8K | 0.00% | +66+2.6% | Added |
| Integrated Investment Consultants, LLC | 2,846 | $307.4K | 0.10% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,887 | $311.9K | 0.03% | −8,326−74.3% | Reduced |
| CWM Advisors, LLC | 2,888 | $312.0K | 0.04% | +85+3.0% | Added |
| SevenOneSeven Capital Management | 2,551 | $317.9K | 0.71% | −3−0.1% | Reduced |
| State of Alaska, Department of Revenue | 2,982 | $322.0K | 0.00% | −328−9.9% | Reduced |
| Capstone Investment Advisors, LLC | 3,141 | $339.3K | 0.01% | +3,141 | New |
| HGK Asset Management Inc | 3,213 | $347.0K | 0.11% | −656−17.0% | Reduced |
| Centiva Capital, LP | 3,255 | $351.6K | 0.02% | +3,255 | New |
| Occudo Quantitative Strategies LP | 3,439 | $371.5K | 0.04% | −2,995−46.5% | Reduced |
| Handelsbanken Fonder AB | 3,451 | $373.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,476 | $375.5K | 0.01% | +2,182+168.6% | Added |
| Xponance, Inc. | 3,521 | $380.3K | 0.01% | −294−7.7% | Reduced |
| Jane Street Group, LLC | 3,720 | $401.8K | 0.00% | −4,054−52.1% | Reduced |
| Walleye Capital LLC | 3,779 | $408.2K | 0.01% | −6,168−62.0% | Reduced |
| The PNC Financial Services Group, Inc. | 4,009 | $433.1K | 0.00% | −655−14.0% | Reduced |
| Prudential Financial Inc | 2,731 | $452.9K | 0.00% | +39+1.4% | Added |
| Pacer Advisors, Inc. | 4,300 | $464.5K | 0.00% | +3,395+375.1% | Added |