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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2023: 248 institutions
Q1 2021: 323 institutionsQ2 2021: 288 institutionsQ3 2021: 281 institutionsQ4 2021: 291 institutionsQ1 2022: 278 institutionsQ2 2022: 297 institutionsQ3 2022: 257 institutionsQ4 2022: 246 institutionsQ1 2023: 249 institutionsQ2 2023: 248 institutionsQ3 2023: 250 institutionsQ4 2023: 262 institutionsQ1 2024: 273 institutionsQ2 2024: 255 institutionsQ3 2024: 245 institutionsQ4 2024: 242 institutionsQ1 2025: 230 institutionsQ2 2025: 211 institutionsQ3 2025: 207 institutionsQ4 2025: 193 institutionsQ1 2026: 188 institutionsQ2 2026: 200 institutions
Value heldQ2 2023: $3.07B
Q1 2021: $5.55BQ2 2021: $5.73BQ3 2021: $5.75BQ4 2021: $6.18BQ1 2022: $4.94BQ2 2022: $4.06BQ3 2022: $2.32BQ4 2022: $2.84BQ1 2023: $2.68BQ2 2023: $3.07BQ3 2023: $3.18BQ4 2023: $3.20BQ1 2024: $2.99BQ2 2024: $2.28BQ3 2024: $1.49BQ4 2024: $1.44BQ1 2025: $1.28BQ2 2025: $676.7MQ3 2025: $578.8MQ4 2025: $476.3MQ1 2026: $304.9MQ2 2026: $649.9M
Institutions holding HELE and their total value by quarter
QuarterHoldersValue
Q2 2026200$649.9M
Q1 2026188$304.9M
Q4 2025193$476.3M
Q3 2025207$578.8M
Q2 2025211$676.7M
Q1 2025230$1.28B
Q4 2024242$1.44B
Q3 2024245$1.49B
Q2 2024255$2.28B
Q1 2024273$2.99B
Q4 2023262$3.20B
Q3 2023250$3.18B
Q2 2023248$3.07B
Q1 2023249$2.68B
Q4 2022246$2.84B
Q3 2022257$2.32B
Q2 2022297$4.06B
Q1 2022278$4.94B
Q4 2021291$6.18B
Q3 2021281$5.75B
Q2 2021288$5.73B
Q1 2021323$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.

Institutions holding HELE in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Gotham Asset Management, LLC14,777$1.60M0.03%+14,777New
US Bancorp14,649$1.58M0.00%−345−2.3%Reduced
Amalgamated Bank14,404$1.56M0.01%−1,628−10.2%Reduced
GHP Investment Advisors, Inc.12,447$1.55M0.09%−1,299−9.5%Reduced
Jump Financial, LLC14,168$1.53M0.06%+11,868+516.0%Added
Nierenberg Investment Management Company, Inc.13,080$1.41M0.97%+3,250+33.1%Added
State of Tennessee, Treasury Department12,637$1.37M0.01%00.0%Unchanged
Yousif Capital Management, LLC11,829$1.28M0.02%−445−3.6%Reduced
Wellington Shields Capital Management, LLC11,800$1.27M0.16%00.0%Unchanged
Oppenheimer Asset Management Inc.11,684$1.26M0.02%−213−1.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys11,620$1.26M0.01%+814+7.5%Added
American Century Companies Inc10,504$1.13M0.00%+10,504New
Mirae Asset Global Investments Co., Ltd.10,349$1.12M0.00%00.0%Unchanged
Mitsubishi UFJ Asset Management (UK) Ltd.10,000$1.08M0.69%+2,000+25.0%Added
Anchor Capital Advisors LLC9,889$1.07M0.03%+2,414+32.3%Added
New York State Common Retirement Fund9,687$1.05M0.00%−150,812−94.0%Reduced
Voya Investment Management LLC9,466$1.02M0.00%+440+4.9%Added
Oarsman Capital, Inc.9,149$988.3K0.43%−407−4.3%Reduced
Ensign Peak Advisors, Inc8,597$928.6K0.00%00.0%Unchanged
Citigroup Inc8,585$927.4K0.00%+6,242+266.4%Added
Empowered Funds, LLC8,316$898.3K0.03%+8,316New
EA Series Trust8,316$898.3K0.03%+8,316New
Ameritas Investment Partners, Inc.7,993$863.4K0.03%−101−1.2%Reduced
Franklin Resources Inc7,565$817.2K0.00%+7,565New
Bank of Montreal7,388$804.6K0.00%−354−4.6%Reduced
Louisiana State Employees Retirement System7,000$756.1K0.02%+600+9.4%Added
Oregon Public Employees Retirement Fund6,960$751.8K0.01%−100−1.4%Reduced
Advisor Group Holdings, Inc.6,500$748.7K0.00%−228−3.4%Reduced
State Board of Administration of Florida Retirement System6,842$739.1K0.00%+230+3.5%Added
Arizona State Retirement System6,739$727.9K0.01%−212−3.0%Reduced
Pier 88 Investment Partners LLC6,285$678.9K0.17%+2,780+79.3%Added
Thrivent Financial for Lutherans6,205$670.0K0.00%−127−2.0%Reduced
Graham Capital Management, L.P.6,162$665.6K0.02%+6,162New
Nisa Investment Advisors, LLC6,082$657.0K0.00%+15+0.2%Added
State of Michigan Retirement System5,927$640.2K0.00%−100−1.7%Reduced
Jefferies Financial Group Inc.5,926$640.1K0.01%+5,926New
Two Sigma Investments, LP5,800$626.5K0.00%−1,801−23.7%Reduced
Glenmede Trust Co NA6,272$596.9K0.00%00.0%Unchanged
Captrust Financial Advisors5,446$588.3K0.00%+214+4.1%Added
Raymond James Financial Services Advisors, Inc.5,081$548.9K0.00%+1,623+46.9%Added
Harbor Capital Advisors, Inc.4,946$534.3K0.11%+4,946New
Brinker Capital Investments, LLC4,928$532.3K0.01%−484−8.9%Reduced
Orion Portfolio Solutions, LLC4,928$532.3K0.01%−484−8.9%Reduced
New Mexico Educational Retirement Board4,900$529.0K0.02%+600+14.0%Added
Commerce Bank4,759$514.1K0.00%−40−0.8%Reduced
ProShare Advisors LLC4,538$490.2K0.00%+314+7.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)4,423$477.8K0.00%+845+23.6%Added
Crossmark Global Holdings, Inc.3,294$467.0K0.01%−532−13.9%Reduced
Pacer Advisors, Inc.4,300$464.5K0.00%+3,395+375.1%Added
Prudential Financial Inc2,731$452.9K0.00%+39+1.4%Added
The PNC Financial Services Group, Inc.4,009$433.1K0.00%−655−14.0%Reduced
Walleye Capital LLC3,779$408.2K0.01%−6,168−62.0%Reduced
Jane Street Group, LLC3,720$401.8K0.00%−4,054−52.1%Reduced
Xponance, Inc.3,521$380.3K0.01%−294−7.7%Reduced
Tower Research Capital LLC (TRC)3,476$375.5K0.01%+2,182+168.6%Added
Handelsbanken Fonder AB3,451$373.0K0.00%00.0%Unchanged
Occudo Quantitative Strategies LP3,439$371.5K0.04%−2,995−46.5%Reduced
Centiva Capital, LP3,255$351.6K0.02%+3,255New
HGK Asset Management Inc3,213$347.0K0.11%−656−17.0%Reduced
Capstone Investment Advisors, LLC3,141$339.3K0.01%+3,141New
State of Alaska, Department of Revenue2,982$322.0K0.00%−328−9.9%Reduced
SevenOneSeven Capital Management2,551$317.9K0.71%−3−0.1%Reduced
CWM Advisors, LLC2,888$312.0K0.04%+85+3.0%Added
Y-Intercept (Hong Kong) Ltd2,887$311.9K0.03%−8,326−74.3%Reduced
Integrated Investment Consultants, LLC2,846$307.4K0.10%00.0%Unchanged
Stifel Financial Corp2,646$285.8K0.00%+66+2.6%Added
Cubic Asset Management, LLC2,645$285.7K0.08%00.0%Unchanged
Mariner, LLC2,629$284.0K0.00%+161+6.5%Added
Virtu Financial LLC2,592$280.0K0.02%−4,091−61.2%Reduced
GW Henssler & Associates Ltd2,567$277.3K0.02%00.0%Unchanged
Pictet Asset Management SA2,552$275.7K0.00%00.0%Unchanged
Aigen Investment Management, LP2,484$268.3K0.04%+2,484New
Raymond James & Associates2,326$251.3K0.00%−305−11.6%Reduced
Corton Capital Inc.2,207$238.4K0.11%+2,207New
Strong Tower Advisory Services2,151$232.4K0.11%+2,151New
Securian Asset Management, Inc2,147$231.9K0.01%00.0%Unchanged
Verition Fund Management LLC2,118$228.8K0.00%+2,118New
Los Angeles Capital Management LLC2,107$227.6K0.00%+2,107New
UBS Group AG2,070$223.6K0.00%−3,399−62.2%Reduced
Two Sigma Securities, LLC2,058$222.3K0.02%−3,728−64.4%Reduced
Pinnacle Associates Ltd1,958$211.5K0.00%+1,958New
Connable Office Inc1,955$211.2K0.03%+1,955New
Trexquant Investment LP1,923$207.7K0.01%−30,129−94.0%Reduced
Two Sigma Advisers, LP1,900$205.2K0.00%+1,900New
State of Wisconsin Investment Board1,897$204.9K0.00%−9,224−82.9%Reduced
Henshaw Capital LLC1,857$200.6K0.01%+1,857New
Federated Hermes, Inc.1,814$195.9K0.00%−1,976−52.1%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,800$194.4K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.1,750$189.0K0.14%00.0%Unchanged
Shell Asset Management Co1,735$187.0K0.01%−2,294−56.9%Reduced
Royal Bank of Canada1,645$177.0K0.00%+697+73.5%Added
Metropolitan Life Insurance Co1,308$141.3K0.01%+55+4.4%Added
IMA Wealth, Inc.1,201$129.7K0.03%00.0%Unchanged
Pflug Koory, LLC1,195$129.1K0.07%−200−14.3%Reduced
SG Americas Securities, LLC1,049$113.0K0.00%−14,386−93.2%Reduced
Amundi926$102.0K0.00%00.0%Unchanged
Focused Wealth Management, Inc700$75.6K0.01%+40+6.1%Added
State of Wyoming698$75.4K0.02%+153+28.1%Added
Public Employees Retirement System of Ohio621$67.0K0.00%+66+11.9%Added
Harbor Investment Advisory, LLC366$39.5K0.01%+139+61.2%Added