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 |
|---|---|---|---|---|---|
| Creative Planning | 81,909 | $8.85M | 0.01% | +250.0% | Added |
| Kennedy Capital Management, Inc. | 83,353 | $9.00M | 0.21% | +8,358+11.1% | Added |
| Citadel Advisors LLC | 87,785 | $9.48M | 0.01% | −118,300−57.4% | Reduced |
| Nuveen Asset Management, LLC | 89,656 | $9.68M | 0.00% | +1,006+1.1% | Added |
| Public Employees Retirement Association of Colorado | 89,921 | $9.71M | 0.05% | 00.0% | Unchanged |
| Rhumbline Advisers | 89,921 | $9.71M | 0.01% | +5,363+6.3% | Added |
| Principal Financial Group Inc | 96,599 | $10.4M | 0.01% | −2,858−2.9% | Reduced |
| AQR Capital Management LLC | 107,161 | $11.5M | 0.02% | +28,826+36.8% | Added |
| Man Group plc | 126,814 | $13.7M | 0.04% | – | – |
| NFJ Investment Group, LLC | 128,350 | $13.9M | 0.37% | +5,529+4.5% | Added |
| Systematic Financial Management LP | 137,491 | $14.9M | 0.47% | +1,430+1.1% | Added |
| D. E. Shaw & Co., Inc. | 144,454 | $15.6M | 0.02% | +132,250+1,083.7% | Added |
| Morgan Stanley | 150,644 | $16.3M | 0.00% | −18,561−11.0% | Reduced |
| Cardinal Capital Management LLC | 165,352 | $17.9M | 0.68% | −5,748−3.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 169,914 | $18.4M | 0.10% | +127,083+296.7% | Added |
| Voloridge Investment Management, LLC | 170,028 | $18.4M | 0.09% | +114,479+206.1% | Added |
| Marshall Wace, LLP | 177,941 | $19.2M | 0.04% | +137,241+337.2% | Added |
| Norges Bank | 201,138 | $21.7M | 0.00% | −13,278−6.2% | Reduced |
| Bank of America Corp | 203,081 | $21.9M | 0.00% | −13,376−6.2% | Reduced |
| Millennium Management LLC | 203,958 | $22.0M | 0.02% | −105,943−34.2% | Reduced |
| GW&K Investment Management, LLC | 207,747 | $22.4M | 0.21% | −2,060−1.0% | Reduced |
| Bank of New York Mellon Corp | 242,071 | $26.1M | 0.01% | +5,694+2.4% | Added |
| Royce & Associates LP | 248,252 | $26.8M | 0.26% | −44,710−15.3% | Reduced |
| Lazard Asset Management LLC | 250,550 | $27.1M | 0.03% | +191,062+321.2% | Added |
| Lord, Abbett & Co. LLC | 253,192 | $27.4M | 0.09% | +5,240+2.1% | Added |
| Goldman Sachs Group Inc | 276,151 | $29.8M | 0.01% | +160,770+139.3% | Added |
| Renaissance Technologies LLC | 282,510 | $30.5M | 0.04% | +143,700+103.5% | Added |
| Janus Henderson Group PLC | 289,226 | $31.2M | 0.02% | +49,624+20.7% | Added |
| Northern Trust Corp | 302,859 | $32.7M | 0.01% | −8,870−2.8% | Reduced |
| Capital International Investors | 315,344 | $34.1M | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 322,349 | $34.8M | 0.04% | −116,278−26.5% | Reduced |
| Charles Schwab Investment Management Inc | 323,266 | $34.9M | 0.01% | +19,148+6.3% | Added |
| Massachusetts Financial Services Co | 368,664 | $39.8M | 0.01% | +120,136+48.3% | Added |
| Macquarie Group Ltd | 482,480 | $52.1M | 0.06% | +118,315+32.5% | Added |
| Geode Capital Management, LLC | 502,831 | $54.3M | 0.01% | +32,424+6.9% | Added |
| Fisher Asset Management, LLC | 508,742 | $55.0M | 0.03% | +6,076+1.2% | Added |
| Snyder Capital Management L P | 528,356 | $57.1M | 1.22% | −5,890−1.1% | Reduced |
| Earnest Partners LLC | 636,079 | $68.7M | 0.38% | −147,373−18.8% | Reduced |
| State Street Corp | 818,716 | $88.4M | 0.00% | +11,954+1.5% | Added |
| Capital World Investors | 830,500 | $89.7M | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,007,247 | $108.8M | 0.17% | −222,079−18.1% | Reduced |
| JPMorgan Chase & Co | 1,097,888 | $118.6M | 0.01% | −400,676−26.7% | Reduced |
| Dimensional Fund Advisors LP | 1,099,685 | $118.8M | 0.04% | +209,588+23.5% | Added |
| Capital Research Global Investors | 1,645,956 | $177.8M | 0.05% | +5530.0% | Added |
| Cooke & Bieler LP | 2,050,465 | $221.5M | 2.07% | +149,425+7.9% | Added |
| Vanguard Group Inc | 2,392,540 | $258.4M | 0.01% | −24,876−1.0% | Reduced |
| BlackRock Inc. | 2,786,317 | $301.0M | 0.01% | +98,375+3.7% | Added |
| FMR LLC | 3,398,212 | $367.1M | 0.03% | +6,901+0.2% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −146,926−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −35,631−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −30,670−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −28,567−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −19,939−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −16,895−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,353−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −8,628−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −4,030−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,884−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −3,045−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,690−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −2,668−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −2,425−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −2,389−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −2,132−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,769−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |