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 |
|---|---|---|---|---|---|
| KBC Group NV | 404 | $47.0K | 0.00% | +404 | New |
| Whittier Trust Co | 312 | $36.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Fifth Third Bancorp | 234 | $27.3K | 0.00% | +64+37.6% | Added |
| Assetmark, Inc | 233 | $27.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 227 | $26.0K | 0.00% | +1+0.4% | Added |
| Nomura Asset Management Co Ltd | 170 | $19.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 156 | $18.2K | 0.00% | +31+24.8% | Added |
| Steward Partners Investment Advisory, LLC | 146 | $17.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 130 | $15.0K | 0.00% | −53−29.0% | Reduced |
| Ronald Blue Trust, Inc. | 114 | $12.0K | 0.00% | +107+1,528.6% | Added |
| Parallel Advisors, LLC | 102 | $11.9K | 0.00% | −8−7.3% | Reduced |
| First Horizon Advisors, Inc. | 97 | $11.3K | 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 |
| EverSource Wealth Advisors, LLC | 49 | $5.71K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $5.36K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 40 | $4.66K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 38 | $4.43K | 0.00% | +38 | New |
| Kelly Financial Services LLC | 31 | $3.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $3.26K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 27 | $3.15K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 25 | $2.91K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $2.91K | 0.00% | +6+31.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $2.56K | 0.00% | +22 | New |
| Global Financial Private Client, LLC | 21 | $2.47K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 21 | $2.45K | 0.00% | +21 | New |
| 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 |
| Carolinas Wealth Consulting LLC | 22 | $2.16K | 0.00% | +1+4.8% | Added |
| Toronto Dominion Bank | 18 | $2.10K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 16 | $1.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $1.40K | 0.00% | +2+20.0% | Added |
| Farmers & Merchants Investments Inc | 10 | $1.17K | 0.00% | −1−9.1% | Reduced |
| Asset Dedication, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 17 | $1.00K | 0.00% | +17 | New |
| FinTrust Capital Advisors, LLC | 8 | $933 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 6 | $700 | 0.00% | +1+20.0% | Added |
| 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 |
| WFA Asset Management Corp | 5 | $583 | 0.00% | +5 | New |
| Allworth Financial LP | 3 | $350 | 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 |
| North Star Investment Management Corp. | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −128,350−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −40,914−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −28,994−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −28,337−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −27,552−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −23,978−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −21,220−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,527−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,168−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −12,637−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −8,316−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,779−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,439−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,141−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,887−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,592−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −2,567−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,207−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −2,107−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,058−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −926−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |