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, Q3 2023
Institutional positions in Helen of Troy Ltd as of Sep 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
- 250
- +5 vs. Q2 2023
- Shares held
- 27.1M
- −1.36M (−4.8%) vs. Q2 2023
- Total value
- $3.18B
- +$111.2M (+3.6%) vs. Q2 2023
- New holders
- 33
- 79 more added
- Sold out
- 28
- 95 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3,068,157 | $357.6M | 0.03% | −330,055−9.7% | Reduced |
| BlackRock Inc. | 2,778,312 | $323.8M | 0.01% | −8,005−0.3% | Reduced |
| Vanguard Group Inc | 2,408,664 | $280.8M | 0.01% | +16,124+0.7% | Added |
| Cooke & Bieler LP | 2,030,175 | $236.6M | 2.31% | −20,290−1.0% | Reduced |
| Capital Research Global Investors | 1,646,814 | $192.0M | 0.05% | +858+0.1% | Added |
| Dimensional Fund Advisors LP | 1,067,168 | $124.4M | 0.04% | −32,517−3.0% | Reduced |
| JPMorgan Chase & Co | 1,014,898 | $118.3M | 0.01% | −82,990−7.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 924,912 | $107.8M | 0.19% | −82,335−8.2% | Reduced |
| Capital World Investors | 830,500 | $96.8M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 825,067 | $96.2M | 0.01% | +6,351+0.8% | Added |
| Earnest Partners LLC | 610,136 | $71.1M | 0.41% | −25,943−4.1% | Reduced |
| Geode Capital Management, LLC | 523,005 | $61.0M | 0.01% | +20,174+4.0% | Added |
| Snyder Capital Management L P | 518,044 | $60.4M | 1.36% | −10,312−2.0% | Reduced |
| Macquarie Group Ltd | 499,599 | $58.2M | 0.07% | +17,119+3.5% | Added |
| Fisher Asset Management, LLC | 492,063 | $57.4M | 0.03% | −16,679−3.3% | Reduced |
| Massachusetts Financial Services Co | 338,591 | $39.5M | 0.01% | −30,073−8.2% | Reduced |
| Charles Schwab Investment Management Inc | 334,551 | $39.0M | 0.01% | +11,285+3.5% | Added |
| Northern Trust Corp | 329,849 | $38.4M | 0.01% | +26,990+8.9% | Added |
| Capital International Investors | 315,344 | $36.8M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 275,759 | $32.1M | 0.01% | −392−0.1% | Reduced |
| Victory Capital Management Inc | 245,863 | $28.7M | 0.03% | −76,486−23.7% | Reduced |
| Lord, Abbett & Co. LLC | 242,122 | $28.2M | 0.10% | −11,070−4.4% | Reduced |
| Man Group plc | – | $28.0M | 0.09% | – | – |
| Bank of New York Mellon Corp | 239,354 | $27.9M | 0.01% | −2,717−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 230,259 | $26.8M | 0.04% | +85,805+59.4% | Added |
| Millennium Management LLC | 230,090 | $26.8M | 0.03% | +26,132+12.8% | Added |
| Barclays PLC | 223,690 | $26.1M | 0.02% | +178,260+392.4% | Added |
| Norges Bank | 222,423 | $25.9M | 0.01% | +21,285+10.6% | Added |
| GW&K Investment Management, LLC | 212,149 | $24.7M | 0.25% | +4,402+2.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 198,124 | $23.1M | 0.13% | +28,210+16.6% | Added |
| Royce & Associates LP | 196,933 | $23.0M | 0.23% | −51,319−20.7% | Reduced |
| Bank of America Corp | 164,264 | $19.1M | 0.00% | −38,817−19.1% | Reduced |
| Lazard Asset Management LLC | 157,892 | $18.4M | 0.03% | −92,658−37.0% | Reduced |
| Cardinal Capital Management LLC | 157,864 | $18.4M | 0.79% | −7,488−4.5% | Reduced |
| Morgan Stanley | 150,977 | $17.6M | 0.00% | +333+0.2% | Added |
| Systematic Financial Management LP | 134,743 | $15.7M | 0.51% | −2,748−2.0% | Reduced |
| Renaissance Technologies LLC | 128,210 | $14.9M | 0.03% | −154,300−54.6% | Reduced |
| Marshall Wace, LLP | 111,711 | $13.0M | 0.03% | −66,230−37.2% | Reduced |
| Principal Financial Group Inc | 99,417 | $11.6M | 0.01% | +2,818+2.9% | Added |
| Verition Fund Management LLC | 93,010 | $10.8M | 0.14% | +90,892+4,291.4% | Added |
| Rhumbline Advisers | 91,027 | $10.6M | 0.01% | +1,106+1.2% | Added |
| Public Employees Retirement Association of Colorado | 90,416 | $10.5M | 0.05% | +495+0.6% | Added |
| Nuveen Asset Management, LLC | 89,976 | $10.5M | 0.00% | +320+0.4% | Added |
| Wellington Management Group LLP | 85,303 | $9.94M | 0.00% | +10,294+13.7% | Added |
| AQR Capital Management LLC | 81,296 | $9.48M | 0.02% | −25,865−24.1% | Reduced |
| Creative Planning | 78,159 | $9.11M | 0.01% | −3,750−4.6% | Reduced |
| Invesco Ltd. | 76,697 | $8.94M | 0.00% | +9,109+13.5% | Added |
| Peregrine Capital Management LLC | 66,649 | $7.77M | 0.23% | −2,853−4.1% | Reduced |
| SEI Investments Co | 64,863 | $7.56M | 0.01% | +1,093+1.7% | Added |
| Citadel Advisors LLC | 62,658 | $7.30M | 0.01% | −25,127−28.6% | Reduced |
| Chartwell Investment Partners, LLC | 57,612 | $6.71M | 0.26% | +20,826+56.6% | Added |
| Swiss National Bank | 53,000 | $6.18M | 0.00% | +700+1.3% | Added |
| First Eagle Investment Management, LLC | 50,800 | $5.92M | 0.02% | +50,800 | New |
| Moody Aldrich Partners LLC | 50,153 | $5.85M | 1.11% | +2,006+4.2% | Added |
| Alliancebernstein L.P. | 49,940 | $5.82M | 0.00% | −1,043−2.0% | Reduced |
| Envestnet Asset Management Inc | 49,844 | $5.81M | 0.00% | +31,005+164.6% | Added |
| Bridgewater Associates, LP | 49,263 | $5.74M | 0.03% | +2,686+5.8% | Added |
| American International Group, Inc. | 45,775 | $5.34M | 0.03% | −1,866−3.9% | Reduced |
| Gladstone Institutional Advisory LLC | 40,143 | $4.68M | 0.30% | +12,655+46.0% | Added |
| Ameriprise Financial Inc | 39,631 | $4.62M | 0.00% | −3,718−8.6% | Reduced |
| Wells Fargo & Company | 38,755 | $4.52M | 0.00% | −4,859−11.1% | Reduced |
| Legal & General Group Plc | 36,435 | $4.25M | 0.00% | −722−1.9% | Reduced |
| California Public Employees Retirement System | 36,313 | $4.23M | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 35,144 | $4.10M | 0.34% | +10,587+43.1% | Added |
| Russell Investments Group, Ltd. | 34,675 | $4.04M | 0.01% | +6,401+22.6% | Added |
| Gotham Asset Management, LLC | 33,645 | $3.92M | 0.08% | +18,868+127.7% | Added |
| Canada Pension Plan Investment Board | 33,600 | $3.92M | 0.01% | +16,100+92.0% | Added |
| Balyasny Asset Management LLC | 33,276 | $3.88M | 0.01% | +33,276 | New |
| UBS Asset Management Americas Inc | 31,223 | $3.64M | 0.00% | +1,983+6.8% | Added |
| Credit Suisse AG | 30,200 | $3.52M | 0.00% | +146+0.5% | Added |
| Retirement Systems of Alabama | 30,091 | $3.51M | 0.02% | −888−2.9% | Reduced |
| Deutsche Bank AG | 29,962 | $3.49M | 0.00% | −25,545−46.0% | Reduced |
| Voloridge Investment Management, LLC | 28,997 | $3.38M | 0.02% | −141,031−82.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,705 | $3.35M | 0.03% | +3,959+16.0% | Added |
| New York State Teachers Retirement System | 28,314 | $3.30M | 0.01% | +2,203+8.4% | Added |
| Manufacturers Life Insurance Company, The | 27,982 | $3.26M | 0.00% | +1,353+5.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,039 | $3.15M | 0.01% | +27,039 | New |
| California State Teachers Retirement System | 26,627 | $3.10M | 0.00% | −2,500−8.6% | Reduced |
| MetLife Investment Management | 25,979 | $3.03M | 0.02% | −598−2.3% | Reduced |
| Ambassador Advisors, LLC | 30,562 | $2.97M | 0.72% | −915−2.9% | Reduced |
| Capital International Inc | 25,344 | $2.95M | 0.06% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 24,021 | $2.80M | 0.04% | −10,985−31.4% | Reduced |
| LPL Financial LLC | 23,046 | $2.69M | 0.00% | +40.0% | Added |
| EULAV Asset Management | 23,000 | $2.68M | 0.10% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 22,839 | $2.66M | 0.21% | +22,839 | New |
| Polen Capital Management LLC | 22,075 | $2.57M | 0.01% | −389−1.7% | Reduced |
| Texas Permanent School Fund | 20,458 | $2.38M | 0.02% | −654−3.1% | Reduced |
| Boulder Hill Capital Management LP | 20,200 | $2.35M | 1.46% | +20,200 | New |
| State of New Jersey Common Pension Fund D | 19,903 | $2.32M | 0.01% | −4,981−20.0% | Reduced |
| Azzad Asset Management Inc | 19,838 | $2.31M | 0.33% | −2,358−10.6% | Reduced |
| Advantage Alpha Capital Partners LP | 19,551 | $2.28M | 0.48% | −15,165−43.7% | Reduced |
| First Trust Advisors LP | 18,564 | $2.16M | 0.00% | −4,281−18.7% | Reduced |
| PEAK6 Investments LLC | 18,468 | $2.15M | 0.11% | +18,468 | New |
| Jane Street Group, LLC | 17,992 | $2.10M | 0.00% | +14,272+383.7% | Added |
| Quadrature Capital Ltd | 16,633 | $1.94M | 0.04% | +16,633 | New |
| Price T Rowe Associates Inc | 16,578 | $1.93M | 0.00% | +112+0.7% | Added |
| Janus Henderson Group PLC | 16,151 | $1.88M | 0.00% | −273,075−94.4% | Reduced |
| M&T Bank Corp | 16,008 | $1.87M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 15,668 | $1.83M | 0.02% | −1,702−9.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,888 | $1.74M | 0.21% | +14,888 | New |