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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| North Star Investment Management Corp. | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $233 | 0.00% | −23−92.0% | Reduced |
| Raffa Wealth Management, LLC | 2 | $233 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $350 | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 5 | $583 | 0.00% | +5 | New |
| Whittier Trust Co of Nevada Inc | 6 | $699 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $699 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $699 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $700 | 0.00% | +1+20.0% | Added |
| FinTrust Capital Advisors, LLC | 8 | $933 | 0.00% | +8 | New |
| Asset Dedication, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 17 | $1.00K | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 10 | $1.17K | 0.00% | −1−9.1% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $1.40K | 0.00% | +2+20.0% | Added |
| Park Place Capital Corp | 16 | $1.86K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 18 | $2.10K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $2.16K | 0.00% | +1+4.8% | Added |
| Quadrant Capital Group LLC | 19 | $2.21K | 0.00% | −9−32.1% | Reduced |
| Bell Investment Advisors, Inc | 19 | $2.21K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 21 | $2.45K | 0.00% | +21 | New |
| Global Financial Private Client, LLC | 21 | $2.47K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $2.56K | 0.00% | +22 | New |
| Parkside Financial Bank & Trust | 25 | $2.91K | 0.00% | +6+31.6% | Added |
| Proequities, Inc. | 25 | $2.91K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 27 | $3.15K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $3.26K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 31 | $3.61K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 38 | $4.43K | 0.00% | +38 | New |
| Sittner & Nelson, LLC | 40 | $4.66K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $5.36K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 49 | $5.71K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 61 | $7.11K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 61 | $7.11K | 0.00% | +61 | New |
| First Horizon Advisors, Inc. | 97 | $11.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 102 | $11.9K | 0.00% | −8−7.3% | Reduced |
| Ronald Blue Trust, Inc. | 114 | $12.0K | 0.00% | +107+1,528.6% | Added |
| CWM, LLC | 130 | $15.0K | 0.00% | −53−29.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 146 | $17.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 156 | $18.2K | 0.00% | +31+24.8% | Added |
| Nomura Asset Management Co Ltd | 170 | $19.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 227 | $26.0K | 0.00% | +1+0.4% | Added |
| Assetmark, Inc | 233 | $27.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 234 | $27.3K | 0.00% | +64+37.6% | Added |
| Northwestern Mutual Wealth Management Co | 250 | $29.1K | 0.00% | −7−2.7% | Reduced |
| SOA Wealth Advisors, LLC. | 250 | $29.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 312 | $36.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 404 | $47.0K | 0.00% | +404 | New |
| Public Employees Retirement System of Ohio | 625 | $73.0K | 0.00% | +4+0.6% | Added |
| Focused Wealth Management, Inc | 700 | $81.6K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 738 | $86.0K | 0.00% | −7,847−91.4% | Reduced |
| STRS Ohio | 800 | $93.0K | 0.00% | +800 | New |
| State of Wyoming | 1,060 | $123.6K | 0.03% | +362+51.9% | Added |
| Tower Research Capital LLC (TRC) | 1,177 | $137.2K | 0.00% | −2,299−66.1% | Reduced |
| Pflug Koory, LLC | 1,195 | $139.3K | 0.08% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,201 | $140.0K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,386 | $161.6K | 0.01% | +78+6.0% | Added |
| Hazlett, Burt & Watson, Inc. | 1,670 | $195.0K | 0.15% | −80−4.6% | Reduced |
| Shell Asset Management Co | 1,708 | $199.0K | 0.01% | −27−1.6% | Reduced |
| Advisor Partners II, LLC | 1,737 | $202.5K | 0.01% | +1,737 | New |
| Pinnacle Associates Ltd | 1,758 | $204.9K | 0.00% | −200−10.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,800 | $209.8K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,809 | $210.9K | 0.04% | −675−27.2% | Reduced |
| UBS Group AG | 1,867 | $217.6K | 0.00% | −203−9.8% | Reduced |
| AlphaMark Advisors, LLC | 1,880 | $219.0K | 0.09% | +1,880 | New |
| Connable Office Inc | 1,955 | $227.9K | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,041 | $237.9K | 0.01% | −106−4.9% | Reduced |
| Pacer Advisors, Inc. | 2,048 | $238.7K | 0.00% | −2,252−52.4% | Reduced |
| SG Americas Securities, LLC | 2,114 | $246.0K | 0.00% | +1,065+101.5% | Added |
| Strong Tower Advisory Services | 2,178 | $253.9K | 0.13% | +27+1.3% | Added |
| NBC Securities, Inc. | 2,196 | $255.0K | 0.03% | +2,196 | New |
| SevenOneSeven Capital Management | 2,721 | $264.8K | 0.62% | +170+6.7% | Added |
| Pictet Asset Management Holding SA | 2,552 | $297.5K | 0.00% | +2,552 | New |
| Stifel Financial Corp | 2,597 | $302.7K | 0.00% | −49−1.9% | Reduced |
| Cubic Asset Management, LLC | 2,610 | $304.2K | 0.08% | −35−1.3% | Reduced |
| CWM Advisors, LLC | 2,618 | $305.2K | 0.04% | −270−9.3% | Reduced |
| State of Wisconsin Investment Board | 2,673 | $311.6K | 0.00% | +776+40.9% | Added |
| Pearl River Capital, LLC | 2,702 | $314.9K | 0.05% | +2,702 | New |
| HGK Asset Management Inc | 2,726 | $318.0K | 0.10% | −487−15.2% | Reduced |
| Prudential Financial Inc | 2,829 | $329.7K | 0.00% | +98+3.6% | Added |
| State of Alaska, Department of Revenue | 2,887 | $336.0K | 0.00% | −95−3.2% | Reduced |
| Integrated Investment Consultants, LLC | 2,894 | $337.3K | 0.12% | +48+1.7% | Added |
| Raymond James & Associates | 2,895 | $337.4K | 0.00% | +569+24.5% | Added |
| Crossmark Global Holdings, Inc. | 3,059 | $341.0K | 0.01% | −235−7.1% | Reduced |
| Royal Bank of Canada | 2,958 | $345.0K | 0.00% | +1,313+79.8% | Added |
| Henshaw Capital LLC | 2,961 | $345.1K | 0.02% | +1,104+59.5% | Added |
| Ontario Teachers Pension Plan Board | 3,116 | $363.2K | 0.00% | +3,116 | New |
| Federated Hermes, Inc. | 3,166 | $369.0K | 0.00% | +1,352+74.5% | Added |
| Mariner, LLC | 3,269 | $381.0K | 0.00% | +640+24.3% | Added |
| Virginia Retirement Systems Et Al | 3,300 | $384.6K | 0.00% | +3,300 | New |
| Mirabella Financial Services LLP | 3,443 | $401.3K | 0.06% | +3,443 | New |
| Handelsbanken Fonder AB | 3,451 | $402.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 3,463 | $403.6K | 0.01% | −58−1.6% | Reduced |
| Teacher Retirement System of Texas | 3,580 | $417.0K | 0.00% | +3,580 | New |
| Toroso Investments, LLC | 3,950 | $460.4K | 0.01% | +3,950 | New |
| XTX Topco Ltd | 3,967 | $462.4K | 0.08% | +3,967 | New |
| Advisor Group Holdings, Inc. | 3,976 | $463.4K | 0.00% | −2,524−38.8% | Reduced |
| The PNC Financial Services Group, Inc. | 4,210 | $490.7K | 0.00% | +201+5.0% | Added |