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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 13,881 | $1.62M | 0.01% | −523−3.6% | Reduced |
| US Bancorp | 13,430 | $1.57M | 0.00% | −1,219−8.3% | Reduced |
| Wellington Shields Capital Management, LLC | 11,800 | $1.38M | 0.18% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 11,672 | $1.36M | 0.02% | −12−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,671 | $1.36M | 0.00% | +1,322+12.8% | Added |
| Yousif Capital Management, LLC | 11,224 | $1.31M | 0.02% | −605−5.1% | Reduced |
| Trexquant Investment LP | 11,205 | $1.31M | 0.03% | +9,282+482.7% | Added |
| Nierenberg Investment Management Company, Inc. | 11,080 | $1.29M | 0.93% | −2,000−15.3% | Reduced |
| GHP Investment Advisors, Inc. | 11,462 | $1.28M | 0.08% | −985−7.9% | Reduced |
| BNP Paribas Arbitrage, SA | 10,811 | $1.26M | 0.00% | −7,574−41.2% | Reduced |
| Graham Capital Management, L.P. | 10,694 | $1.25M | 0.04% | +4,532+73.5% | Added |
| Qube Research & Technologies Ltd | 10,572 | $1.23M | 0.00% | +10,572 | New |
| American Century Companies Inc | 10,054 | $1.17M | 0.00% | −450−4.3% | Reduced |
| New York State Common Retirement Fund | 9,641 | $1.12M | 0.00% | −46−0.5% | Reduced |
| Voya Investment Management LLC | 9,570 | $1.12M | 0.00% | +104+1.1% | Added |
| Oarsman Capital, Inc. | 9,251 | $1.08M | 0.45% | +102+1.1% | Added |
| Anchor Capital Advisors LLC | 8,736 | $1.02M | 0.03% | −1,153−11.7% | Reduced |
| Ensign Peak Advisors, Inc | 8,597 | $1.00M | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 8,304 | $967.9K | 0.00% | +739+9.8% | Added |
| ClariVest Asset Management LLC | 8,028 | $936.0K | 0.05% | +8,028 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $932.0K | 0.66% | −2,000−20.0% | Reduced |
| Ameritas Investment Partners, Inc. | 7,799 | $909.1K | 0.04% | −194−2.4% | Reduced |
| Kennedy Capital Management, Inc. | 7,556 | $880.7K | 0.02% | −75,797−90.9% | Reduced |
| Pier 88 Investment Partners LLC | 7,285 | $849.1K | 0.21% | +1,000+15.9% | Added |
| Jefferies Financial Group Inc. | 7,093 | $826.8K | 0.02% | +1,167+19.7% | Added |
| State Board of Administration of Florida Retirement System | 6,872 | $801.0K | 0.00% | +30+0.4% | Added |
| Arizona State Retirement System | 6,861 | $799.7K | 0.01% | +122+1.8% | Added |
| Louisiana State Employees Retirement System | 6,800 | $792.6K | 0.02% | −200−2.9% | Reduced |
| Oregon Public Employees Retirement Fund | 6,760 | $787.9K | 0.01% | −200−2.9% | Reduced |
| Bank of Montreal | 6,617 | $784.3K | 0.00% | −771−10.4% | Reduced |
| Squarepoint Ops LLC | 6,473 | $754.5K | 0.00% | +6,473 | New |
| Centiva Capital, LP | 6,180 | $720.3K | 0.04% | +2,925+89.9% | Added |
| Thrivent Financial for Lutherans | 6,034 | $703.0K | 0.00% | −171−2.8% | Reduced |
| Nisa Investment Advisors, LLC | 5,982 | $697.3K | 0.01% | −100−1.6% | Reduced |
| Glenmede Trust Co NA | 5,846 | $681.4K | 0.00% | −426−6.8% | Reduced |
| Two Sigma Investments, LP | 5,819 | $678.3K | 0.00% | +19+0.3% | Added |
| State of Michigan Retirement System | 5,727 | $667.5K | 0.00% | −200−3.4% | Reduced |
| Captrust Financial Advisors | 5,720 | $666.7K | 0.00% | +274+5.0% | Added |
| Fox Run Management, L.L.C. | 5,677 | $661.7K | 0.20% | +5,677 | New |
| Raymond James Financial Services Advisors, Inc. | 5,176 | $603.3K | 0.00% | +95+1.9% | Added |
| Harbor Capital Advisors, Inc. | 5,008 | $583.7K | 0.13% | +62+1.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,976 | $580.0K | 0.00% | +553+12.5% | Added |
| New Mexico Educational Retirement Board | 4,900 | $571.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,880 | $568.8K | 0.00% | −6,740−58.0% | Reduced |
| Commerce Bank | 4,718 | $549.9K | 0.00% | −41−0.9% | Reduced |
| FORA Capital, LLC | 4,712 | $549.2K | 0.05% | +4,712 | New |
| Susquehanna International Group, LLP | 4,680 | $545.5K | 0.00% | −41,710−89.9% | 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 |
| ProShare Advisors LLC | 4,432 | $516.6K | 0.00% | −106−2.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,210 | $490.7K | 0.00% | +201+5.0% | Added |
| Advisor Group Holdings, Inc. | 3,976 | $463.4K | 0.00% | −2,524−38.8% | Reduced |
| XTX Topco Ltd | 3,967 | $462.4K | 0.08% | +3,967 | New |
| Toroso Investments, LLC | 3,950 | $460.4K | 0.01% | +3,950 | New |
| Teacher Retirement System of Texas | 3,580 | $417.0K | 0.00% | +3,580 | New |
| Xponance, Inc. | 3,463 | $403.6K | 0.01% | −58−1.6% | Reduced |
| Handelsbanken Fonder AB | 3,451 | $402.0K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,443 | $401.3K | 0.06% | +3,443 | New |
| Virginia Retirement Systems Et Al | 3,300 | $384.6K | 0.00% | +3,300 | New |
| Mariner, LLC | 3,269 | $381.0K | 0.00% | +640+24.3% | Added |
| Federated Hermes, Inc. | 3,166 | $369.0K | 0.00% | +1,352+74.5% | Added |
| Ontario Teachers Pension Plan Board | 3,116 | $363.2K | 0.00% | +3,116 | New |
| Henshaw Capital LLC | 2,961 | $345.1K | 0.02% | +1,104+59.5% | Added |
| Royal Bank of Canada | 2,958 | $345.0K | 0.00% | +1,313+79.8% | Added |
| Crossmark Global Holdings, Inc. | 3,059 | $341.0K | 0.01% | −235−7.1% | Reduced |
| Raymond James & Associates | 2,895 | $337.4K | 0.00% | +569+24.5% | Added |
| Integrated Investment Consultants, LLC | 2,894 | $337.3K | 0.12% | +48+1.7% | Added |
| State of Alaska, Department of Revenue | 2,887 | $336.0K | 0.00% | −95−3.2% | Reduced |
| Prudential Financial Inc | 2,829 | $329.7K | 0.00% | +98+3.6% | Added |
| HGK Asset Management Inc | 2,726 | $318.0K | 0.10% | −487−15.2% | Reduced |
| Pearl River Capital, LLC | 2,702 | $314.9K | 0.05% | +2,702 | New |
| State of Wisconsin Investment Board | 2,673 | $311.6K | 0.00% | +776+40.9% | Added |
| CWM Advisors, LLC | 2,618 | $305.2K | 0.04% | −270−9.3% | Reduced |
| Cubic Asset Management, LLC | 2,610 | $304.2K | 0.08% | −35−1.3% | Reduced |
| Stifel Financial Corp | 2,597 | $302.7K | 0.00% | −49−1.9% | Reduced |
| Pictet Asset Management Holding SA | 2,552 | $297.5K | 0.00% | +2,552 | New |
| SevenOneSeven Capital Management | 2,721 | $264.8K | 0.62% | +170+6.7% | Added |
| NBC Securities, Inc. | 2,196 | $255.0K | 0.03% | +2,196 | New |
| Strong Tower Advisory Services | 2,178 | $253.9K | 0.13% | +27+1.3% | Added |
| SG Americas Securities, LLC | 2,114 | $246.0K | 0.00% | +1,065+101.5% | Added |
| Pacer Advisors, Inc. | 2,048 | $238.7K | 0.00% | −2,252−52.4% | Reduced |
| Securian Asset Management, Inc | 2,041 | $237.9K | 0.01% | −106−4.9% | Reduced |
| Connable Office Inc | 1,955 | $227.9K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,880 | $219.0K | 0.09% | +1,880 | New |
| UBS Group AG | 1,867 | $217.6K | 0.00% | −203−9.8% | Reduced |
| Aigen Investment Management, LP | 1,809 | $210.9K | 0.04% | −675−27.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,800 | $209.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,758 | $204.9K | 0.00% | −200−10.2% | Reduced |
| Advisor Partners II, LLC | 1,737 | $202.5K | 0.01% | +1,737 | New |
| Shell Asset Management Co | 1,708 | $199.0K | 0.01% | −27−1.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,670 | $195.0K | 0.15% | −80−4.6% | Reduced |
| Metropolitan Life Insurance Co | 1,386 | $161.6K | 0.01% | +78+6.0% | Added |
| IMA Wealth, Inc. | 1,201 | $140.0K | 0.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,195 | $139.3K | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,177 | $137.2K | 0.00% | −2,299−66.1% | Reduced |
| State of Wyoming | 1,060 | $123.6K | 0.03% | +362+51.9% | Added |
| STRS Ohio | 800 | $93.0K | 0.00% | +800 | New |
| Citigroup Inc | 738 | $86.0K | 0.00% | −7,847−91.4% | Reduced |
| Focused Wealth Management, Inc | 700 | $81.6K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 625 | $73.0K | 0.00% | +4+0.6% | Added |