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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 3,294 | $467.0K | 0.01% | −532−13.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,423 | $477.8K | 0.00% | +845+23.6% | Added |
| ProShare Advisors LLC | 4,538 | $490.2K | 0.00% | +314+7.4% | Added |
| Commerce Bank | 4,759 | $514.1K | 0.00% | −40−0.8% | Reduced |
| New Mexico Educational Retirement Board | 4,900 | $529.0K | 0.02% | +600+14.0% | Added |
| Brinker Capital Investments, LLC | 4,928 | $532.3K | 0.01% | −484−8.9% | Reduced |
| Orion Portfolio Solutions, LLC | 4,928 | $532.3K | 0.01% | −484−8.9% | Reduced |
| Harbor Capital Advisors, Inc. | 4,946 | $534.3K | 0.11% | +4,946 | New |
| Raymond James Financial Services Advisors, Inc. | 5,081 | $548.9K | 0.00% | +1,623+46.9% | Added |
| Captrust Financial Advisors | 5,446 | $588.3K | 0.00% | +214+4.1% | Added |
| Glenmede Trust Co NA | 6,272 | $596.9K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 5,800 | $626.5K | 0.00% | −1,801−23.7% | Reduced |
| Jefferies Financial Group Inc. | 5,926 | $640.1K | 0.01% | +5,926 | New |
| State of Michigan Retirement System | 5,927 | $640.2K | 0.00% | −100−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 6,082 | $657.0K | 0.00% | +15+0.2% | Added |
| Graham Capital Management, L.P. | 6,162 | $665.6K | 0.02% | +6,162 | New |
| Thrivent Financial for Lutherans | 6,205 | $670.0K | 0.00% | −127−2.0% | Reduced |
| Pier 88 Investment Partners LLC | 6,285 | $678.9K | 0.17% | +2,780+79.3% | Added |
| Arizona State Retirement System | 6,739 | $727.9K | 0.01% | −212−3.0% | Reduced |
| State Board of Administration of Florida Retirement System | 6,842 | $739.1K | 0.00% | +230+3.5% | Added |
| Advisor Group Holdings, Inc. | 6,500 | $748.7K | 0.00% | −228−3.4% | Reduced |
| Oregon Public Employees Retirement Fund | 6,960 | $751.8K | 0.01% | −100−1.4% | Reduced |
| Louisiana State Employees Retirement System | 7,000 | $756.1K | 0.02% | +600+9.4% | Added |
| Bank of Montreal | 7,388 | $804.6K | 0.00% | −354−4.6% | Reduced |
| Franklin Resources Inc | 7,565 | $817.2K | 0.00% | +7,565 | New |
| Ameritas Investment Partners, Inc. | 7,993 | $863.4K | 0.03% | −101−1.2% | Reduced |
| Empowered Funds, LLC | 8,316 | $898.3K | 0.03% | +8,316 | New |
| EA Series Trust | 8,316 | $898.3K | 0.03% | +8,316 | New |
| Citigroup Inc | 8,585 | $927.4K | 0.00% | +6,242+266.4% | Added |
| Ensign Peak Advisors, Inc | 8,597 | $928.6K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 9,149 | $988.3K | 0.43% | −407−4.3% | Reduced |
| Voya Investment Management LLC | 9,466 | $1.02M | 0.00% | +440+4.9% | Added |
| New York State Common Retirement Fund | 9,687 | $1.05M | 0.00% | −150,812−94.0% | Reduced |
| Anchor Capital Advisors LLC | 9,889 | $1.07M | 0.03% | +2,414+32.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $1.08M | 0.69% | +2,000+25.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,349 | $1.12M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 10,504 | $1.13M | 0.00% | +10,504 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,620 | $1.26M | 0.01% | +814+7.5% | Added |
| Oppenheimer Asset Management Inc. | 11,684 | $1.26M | 0.02% | −213−1.8% | Reduced |
| Wellington Shields Capital Management, LLC | 11,800 | $1.27M | 0.16% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,829 | $1.28M | 0.02% | −445−3.6% | Reduced |
| State of Tennessee, Treasury Department | 12,637 | $1.37M | 0.01% | 00.0% | Unchanged |
| Nierenberg Investment Management Company, Inc. | 13,080 | $1.41M | 0.97% | +3,250+33.1% | Added |
| Jump Financial, LLC | 14,168 | $1.53M | 0.06% | +11,868+516.0% | Added |
| GHP Investment Advisors, Inc. | 12,447 | $1.55M | 0.09% | −1,299−9.5% | Reduced |
| Amalgamated Bank | 14,404 | $1.56M | 0.01% | −1,628−10.2% | Reduced |
| US Bancorp | 14,649 | $1.58M | 0.00% | −345−2.3% | Reduced |
| Gotham Asset Management, LLC | 14,777 | $1.60M | 0.03% | +14,777 | New |
| M&T Bank Corp | 16,008 | $1.73M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 16,466 | $1.78M | 0.00% | −35,120−68.1% | Reduced |
| Mutual of America Capital Management LLC | 17,370 | $1.88M | 0.02% | −1,933−10.0% | Reduced |
| Canada Pension Plan Investment Board | 17,500 | $1.89M | 0.00% | +17,500 | New |
| BNP Paribas Arbitrage, SA | 18,385 | $1.99M | 0.00% | +3,686+25.1% | Added |
| ExodusPoint Capital Management, LP | 18,527 | $2.00M | 0.02% | +18,527 | New |
| Envestnet Asset Management Inc | 18,839 | $2.03M | 0.00% | +3,188+20.4% | Added |
| Texas Permanent School Fund | 21,112 | $2.28M | 0.02% | −359−1.7% | Reduced |
| PDT Partners, LLC | 21,220 | $2.29M | 0.32% | −1,222−5.4% | Reduced |
| Azzad Asset Management Inc | 22,196 | $2.40M | 0.32% | +251+1.1% | Added |
| Polen Capital Management LLC | 22,464 | $2.43M | 0.01% | −861−3.7% | Reduced |
| First Trust Advisors LP | 22,845 | $2.47M | 0.00% | +4,187+22.4% | Added |
| EULAV Asset Management | 23,000 | $2.48M | 0.09% | 00.0% | Unchanged |
| LPL Financial LLC | 23,042 | $2.49M | 0.00% | −745−3.1% | Reduced |
| Ergoteles LLC | 23,978 | $2.59M | 0.12% | +23,978 | New |
| Dark Forest Capital Management LP | 24,557 | $2.65M | 0.27% | +16,291+197.1% | Added |
| Teachers Retirement System of the State of Kentucky | 24,746 | $2.67M | 0.03% | +2,288+10.2% | Added |
| State of New Jersey Common Pension Fund D | 24,884 | $2.69M | 0.01% | +4,097+19.7% | Added |
| Capital International Inc | 25,344 | $2.74M | 0.05% | −791−3.0% | Reduced |
| UBS Asset Management Americas Inc | 29,240 | $2.78M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 26,111 | $2.82M | 0.01% | +100+0.4% | Added |
| MetLife Investment Management | 26,577 | $2.87M | 0.02% | −147−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 26,629 | $2.88M | 0.00% | −553−2.0% | Reduced |
| Gladstone Institutional Advisory LLC | 27,488 | $2.97M | 0.18% | +500+1.9% | Added |
| Cubist Systematic Strategies, LLC | 27,552 | $2.98M | 0.03% | +14,953+118.7% | Added |
| Wolverine Trading, LLC | 28,337 | $3.04M | 0.04% | +28,337 | New |
| Russell Investments Group, Ltd. | 28,274 | $3.05M | 0.01% | −4,009−12.4% | Reduced |
| Quantbot Technologies LP | 28,994 | $3.13M | 0.21% | +23,460+423.9% | Added |
| California State Teachers Retirement System | 29,127 | $3.15M | 0.00% | −794−2.7% | Reduced |
| Credit Suisse AG | 30,054 | $3.25M | 0.00% | +2,070+7.4% | Added |
| Retirement Systems of Alabama | 30,979 | $3.35M | 0.01% | −369−1.2% | Reduced |
| Advantage Alpha Capital Partners LP | 34,716 | $3.75M | 0.75% | +197+0.6% | Added |
| Tudor Investment Corp Et Al | 35,006 | $3.78M | 0.06% | +1,549+4.6% | Added |
| Ambassador Advisors, LLC | 31,477 | $3.92M | 0.90% | −1,408−4.3% | Reduced |
| California Public Employees Retirement System | 36,313 | $3.92M | 0.00% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 36,786 | $3.97M | 0.14% | +36,786 | New |
| Legal & General Group Plc | 37,157 | $4.01M | 0.00% | −21,643−36.8% | Reduced |
| Holocene Advisors, LP | 40,914 | $4.42M | 0.02% | +13,045+46.8% | Added |
| Ameriprise Financial Inc | 43,349 | $4.68M | 0.00% | −12,323−22.1% | Reduced |
| Wells Fargo & Company | 43,614 | $4.71M | 0.00% | +3,937+9.9% | Added |
| Barclays PLC | 45,430 | $4.91M | 0.00% | −49,046−51.9% | Reduced |
| Susquehanna International Group, LLP | 46,390 | $5.01M | 0.01% | −11,864−20.4% | Reduced |
| Bridgewater Associates, LP | 46,577 | $5.03M | 0.03% | −55,273−54.3% | Reduced |
| American International Group, Inc. | 47,641 | $5.15M | 0.03% | −611−1.3% | Reduced |
| Moody Aldrich Partners LLC | 48,147 | $5.20M | 1.01% | −260−0.5% | Reduced |
| Alliancebernstein L.P. | 50,983 | $5.51M | 0.00% | −1,403−2.7% | Reduced |
| Swiss National Bank | 52,300 | $5.65M | 0.00% | +500+1.0% | Added |
| Deutsche Bank AG | 55,507 | $6.00M | 0.00% | −3,568−6.0% | Reduced |
| SEI Investments Co | 63,770 | $6.89M | 0.01% | −2,682−4.0% | Reduced |
| Invesco Ltd. | 67,588 | $7.30M | 0.00% | −204−0.3% | Reduced |
| Peregrine Capital Management LLC | 69,502 | $7.51M | 0.20% | −2,875−4.0% | Reduced |
| Wellington Management Group LLP | 75,009 | $8.10M | 0.00% | +9,049+13.7% | Added |