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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 4,432 | $516.6K | 0.00% | −106−2.3% | Reduced |
| Brinker Capital Investments, LLC | 4,463 | $520.2K | 0.01% | −465−9.4% | Reduced |
| Orion Portfolio Solutions, LLC | 4,463 | $520.2K | 0.01% | −465−9.4% | Reduced |
| Susquehanna International Group, LLP | 4,680 | $545.5K | 0.00% | −41,710−89.9% | Reduced |
| FORA Capital, LLC | 4,712 | $549.2K | 0.05% | +4,712 | New |
| Commerce Bank | 4,718 | $549.9K | 0.00% | −41−0.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,880 | $568.8K | 0.00% | −6,740−58.0% | Reduced |
| New Mexico Educational Retirement Board | 4,900 | $571.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,976 | $580.0K | 0.00% | +553+12.5% | Added |
| Harbor Capital Advisors, Inc. | 5,008 | $583.7K | 0.13% | +62+1.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,176 | $603.3K | 0.00% | +95+1.9% | Added |
| Fox Run Management, L.L.C. | 5,677 | $661.7K | 0.20% | +5,677 | New |
| Captrust Financial Advisors | 5,720 | $666.7K | 0.00% | +274+5.0% | Added |
| State of Michigan Retirement System | 5,727 | $667.5K | 0.00% | −200−3.4% | Reduced |
| Two Sigma Investments, LP | 5,819 | $678.3K | 0.00% | +19+0.3% | Added |
| Glenmede Trust Co NA | 5,846 | $681.4K | 0.00% | −426−6.8% | Reduced |
| Nisa Investment Advisors, LLC | 5,982 | $697.3K | 0.01% | −100−1.6% | Reduced |
| Thrivent Financial for Lutherans | 6,034 | $703.0K | 0.00% | −171−2.8% | Reduced |
| Centiva Capital, LP | 6,180 | $720.3K | 0.04% | +2,925+89.9% | Added |
| Squarepoint Ops LLC | 6,473 | $754.5K | 0.00% | +6,473 | New |
| Bank of Montreal | 6,617 | $784.3K | 0.00% | −771−10.4% | Reduced |
| Oregon Public Employees Retirement Fund | 6,760 | $787.9K | 0.01% | −200−2.9% | Reduced |
| Louisiana State Employees Retirement System | 6,800 | $792.6K | 0.02% | −200−2.9% | Reduced |
| Arizona State Retirement System | 6,861 | $799.7K | 0.01% | +122+1.8% | Added |
| State Board of Administration of Florida Retirement System | 6,872 | $801.0K | 0.00% | +30+0.4% | Added |
| Jefferies Financial Group Inc. | 7,093 | $826.8K | 0.02% | +1,167+19.7% | Added |
| Pier 88 Investment Partners LLC | 7,285 | $849.1K | 0.21% | +1,000+15.9% | Added |
| Kennedy Capital Management, Inc. | 7,556 | $880.7K | 0.02% | −75,797−90.9% | Reduced |
| Ameritas Investment Partners, Inc. | 7,799 | $909.1K | 0.04% | −194−2.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $932.0K | 0.66% | −2,000−20.0% | Reduced |
| ClariVest Asset Management LLC | 8,028 | $936.0K | 0.05% | +8,028 | New |
| Franklin Resources Inc | 8,304 | $967.9K | 0.00% | +739+9.8% | Added |
| Ensign Peak Advisors, Inc | 8,597 | $1.00M | 0.00% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 8,736 | $1.02M | 0.03% | −1,153−11.7% | Reduced |
| Oarsman Capital, Inc. | 9,251 | $1.08M | 0.45% | +102+1.1% | Added |
| Voya Investment Management LLC | 9,570 | $1.12M | 0.00% | +104+1.1% | Added |
| New York State Common Retirement Fund | 9,641 | $1.12M | 0.00% | −46−0.5% | Reduced |
| American Century Companies Inc | 10,054 | $1.17M | 0.00% | −450−4.3% | Reduced |
| Qube Research & Technologies Ltd | 10,572 | $1.23M | 0.00% | +10,572 | New |
| Graham Capital Management, L.P. | 10,694 | $1.25M | 0.04% | +4,532+73.5% | Added |
| BNP Paribas Arbitrage, SA | 10,811 | $1.26M | 0.00% | −7,574−41.2% | Reduced |
| GHP Investment Advisors, Inc. | 11,462 | $1.28M | 0.08% | −985−7.9% | Reduced |
| Nierenberg Investment Management Company, Inc. | 11,080 | $1.29M | 0.93% | −2,000−15.3% | Reduced |
| Trexquant Investment LP | 11,205 | $1.31M | 0.03% | +9,282+482.7% | Added |
| Yousif Capital Management, LLC | 11,224 | $1.31M | 0.02% | −605−5.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,671 | $1.36M | 0.00% | +1,322+12.8% | Added |
| Oppenheimer Asset Management Inc. | 11,672 | $1.36M | 0.02% | −12−0.1% | Reduced |
| Wellington Shields Capital Management, LLC | 11,800 | $1.38M | 0.18% | 00.0% | Unchanged |
| US Bancorp | 13,430 | $1.57M | 0.00% | −1,219−8.3% | Reduced |
| Amalgamated Bank | 13,881 | $1.62M | 0.01% | −523−3.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,888 | $1.74M | 0.21% | +14,888 | New |
| Mutual of America Capital Management LLC | 15,668 | $1.83M | 0.02% | −1,702−9.8% | Reduced |
| M&T Bank Corp | 16,008 | $1.87M | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 16,151 | $1.88M | 0.00% | −273,075−94.4% | Reduced |
| Price T Rowe Associates Inc | 16,578 | $1.93M | 0.00% | +112+0.7% | Added |
| Quadrature Capital Ltd | 16,633 | $1.94M | 0.04% | +16,633 | New |
| Jane Street Group, LLC | 17,992 | $2.10M | 0.00% | +14,272+383.7% | Added |
| PEAK6 Investments LLC | 18,468 | $2.15M | 0.11% | +18,468 | New |
| First Trust Advisors LP | 18,564 | $2.16M | 0.00% | −4,281−18.7% | Reduced |
| Advantage Alpha Capital Partners LP | 19,551 | $2.28M | 0.48% | −15,165−43.7% | Reduced |
| Azzad Asset Management Inc | 19,838 | $2.31M | 0.33% | −2,358−10.6% | Reduced |
| State of New Jersey Common Pension Fund D | 19,903 | $2.32M | 0.01% | −4,981−20.0% | Reduced |
| Boulder Hill Capital Management LP | 20,200 | $2.35M | 1.46% | +20,200 | New |
| Texas Permanent School Fund | 20,458 | $2.38M | 0.02% | −654−3.1% | Reduced |
| Polen Capital Management LLC | 22,075 | $2.57M | 0.01% | −389−1.7% | Reduced |
| Meeder Asset Management Inc | 22,839 | $2.66M | 0.21% | +22,839 | New |
| EULAV Asset Management | 23,000 | $2.68M | 0.10% | 00.0% | Unchanged |
| LPL Financial LLC | 23,046 | $2.69M | 0.00% | +40.0% | Added |
| Tudor Investment Corp Et Al | 24,021 | $2.80M | 0.04% | −10,985−31.4% | Reduced |
| Capital International Inc | 25,344 | $2.95M | 0.06% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 30,562 | $2.97M | 0.72% | −915−2.9% | Reduced |
| MetLife Investment Management | 25,979 | $3.03M | 0.02% | −598−2.3% | Reduced |
| California State Teachers Retirement System | 26,627 | $3.10M | 0.00% | −2,500−8.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,039 | $3.15M | 0.01% | +27,039 | New |
| Manufacturers Life Insurance Company, The | 27,982 | $3.26M | 0.00% | +1,353+5.1% | Added |
| New York State Teachers Retirement System | 28,314 | $3.30M | 0.01% | +2,203+8.4% | Added |
| Teachers Retirement System of the State of Kentucky | 28,705 | $3.35M | 0.03% | +3,959+16.0% | Added |
| Voloridge Investment Management, LLC | 28,997 | $3.38M | 0.02% | −141,031−82.9% | Reduced |
| Deutsche Bank AG | 29,962 | $3.49M | 0.00% | −25,545−46.0% | Reduced |
| Retirement Systems of Alabama | 30,091 | $3.51M | 0.02% | −888−2.9% | Reduced |
| Credit Suisse AG | 30,200 | $3.52M | 0.00% | +146+0.5% | Added |
| UBS Asset Management Americas Inc | 31,223 | $3.64M | 0.00% | +1,983+6.8% | Added |
| Balyasny Asset Management LLC | 33,276 | $3.88M | 0.01% | +33,276 | New |
| Canada Pension Plan Investment Board | 33,600 | $3.92M | 0.01% | +16,100+92.0% | Added |
| Gotham Asset Management, LLC | 33,645 | $3.92M | 0.08% | +18,868+127.7% | Added |
| Russell Investments Group, Ltd. | 34,675 | $4.04M | 0.01% | +6,401+22.6% | Added |
| Dark Forest Capital Management LP | 35,144 | $4.10M | 0.34% | +10,587+43.1% | Added |
| California Public Employees Retirement System | 36,313 | $4.23M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 36,435 | $4.25M | 0.00% | −722−1.9% | Reduced |
| Wells Fargo & Company | 38,755 | $4.52M | 0.00% | −4,859−11.1% | Reduced |
| Ameriprise Financial Inc | 39,631 | $4.62M | 0.00% | −3,718−8.6% | Reduced |
| Gladstone Institutional Advisory LLC | 40,143 | $4.68M | 0.30% | +12,655+46.0% | Added |
| American International Group, Inc. | 45,775 | $5.34M | 0.03% | −1,866−3.9% | Reduced |
| Bridgewater Associates, LP | 49,263 | $5.74M | 0.03% | +2,686+5.8% | Added |
| Envestnet Asset Management Inc | 49,844 | $5.81M | 0.00% | +31,005+164.6% | Added |
| Alliancebernstein L.P. | 49,940 | $5.82M | 0.00% | −1,043−2.0% | Reduced |
| Moody Aldrich Partners LLC | 50,153 | $5.85M | 1.11% | +2,006+4.2% | Added |
| First Eagle Investment Management, LLC | 50,800 | $5.92M | 0.02% | +50,800 | New |
| Swiss National Bank | 53,000 | $6.18M | 0.00% | +700+1.3% | Added |
| Chartwell Investment Partners, LLC | 57,612 | $6.71M | 0.26% | +20,826+56.6% | Added |