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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 312 | $33.7K | 0.00% | −1,114−78.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 257 | $27.8K | 0.00% | +2+0.8% | Added |
| SOA Wealth Advisors, LLC. | 250 | $27.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 233 | $25.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 226 | $24.0K | 0.00% | +7+3.2% | Added |
| CWM, LLC | 183 | $20.0K | 0.00% | −35−16.1% | Reduced |
| 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 |
| Steward Partners Investment Advisory, LLC | 146 | $15.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 125 | $13.5K | 0.00% | +81+184.1% | Added |
| Parallel Advisors, LLC | 110 | $11.9K | 0.00% | +5+4.8% | Added |
| Cary Street Partner Investment Advisory LLC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 97 | $10.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 61 | $6.59K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 49 | $5.29K | 0.00% | +1+2.1% | Added |
| Smithfield Trust Co | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $4.97K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 40 | $4.32K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 31 | $3.35K | 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 |
| Private Trust Co NA | 27 | $2.92K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 25 | $2.70K | 0.00% | +25 | New |
| Proequities, Inc. | 25 | $2.70K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 21 | $2.31K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 21 | $2.27K | 0.00% | −5−19.2% | Reduced |
| Bell Investment Advisors, Inc | 19 | $2.05K | 0.00% | −11−36.7% | Reduced |
| Parkside Financial Bank & Trust | 19 | $2.05K | 0.00% | +15+375.0% | Added |
| Toronto Dominion Bank | 18 | $2.00K | 0.00% | +18 | New |
| Park Place Capital Corp | 16 | $1.73K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $1.08K | 0.00% | +5+100.0% | Added |
| 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 |
| 25 LLC | 5 | $655 | 0.00% | +5 | New |
| 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 |
| SJS Investment Consulting Inc. | 5 | $541 | 0.00% | −1−16.7% | Reduced |
| Disciplined Investments, LLC | 4 | $432 | 0.00% | −1−20.0% | Reduced |
| First Capital Advisors Group, LLC. | 4 | $432 | 0.00% | +4 | New |
| Allworth Financial LP | 3 | $325 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $324 | 0.00% | −1−25.0% | Reduced |
| Raffa Wealth Management, LLC | 2 | $216 | 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 |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |