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, Q4 2023
Institutional positions in Helen of Troy Ltd as of Dec 31, 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
- 262
- +15 vs. Q3 2023
- Shares held
- 26.5M
- −566.6K (−2.1%) vs. Q3 2023
- Total value
- $3.20B
- +$20.4M (+0.6%) vs. Q3 2023
- New holders
- 36
- 76 more added
- Sold out
- 21
- 103 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3,333,213 | $402.7M | 0.03% | +265,056+8.6% | Added |
| BlackRock Inc. | 2,822,079 | $340.9M | 0.01% | +43,767+1.6% | Added |
| Vanguard Group Inc | 2,403,637 | $290.4M | 0.01% | −5,027−0.2% | Reduced |
| Cooke & Bieler LP | 1,998,725 | $241.5M | 2.13% | −31,450−1.5% | Reduced |
| Capital Research Global Investors | 1,761,029 | $212.7M | 0.05% | +114,215+6.9% | Added |
| Dimensional Fund Advisors LP | 1,042,755 | $126.0M | 0.04% | −24,413−2.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 906,892 | $109.6M | 0.18% | −18,020−1.9% | Reduced |
| State Street Corp | 834,717 | $100.8M | 0.00% | +9,650+1.2% | Added |
| JPMorgan Chase & Co | 776,916 | $93.9M | 0.01% | −237,982−23.4% | Reduced |
| Capital World Investors | 685,000 | $82.8M | 0.01% | −145,500−17.5% | Reduced |
| Earnest Partners LLC | 584,920 | $70.7M | 0.35% | −25,216−4.1% | Reduced |
| Geode Capital Management, LLC | 539,239 | $65.2M | 0.01% | +16,234+3.1% | Added |
| Snyder Capital Management L P | 486,172 | $62.5M | 1.41% | −31,872−6.2% | Reduced |
| Macquarie Group Ltd | 494,917 | $59.8M | 0.07% | −4,682−0.9% | Reduced |
| Fisher Asset Management, LLC | 419,143 | $50.6M | 0.03% | −72,920−14.8% | Reduced |
| Charles Schwab Investment Management Inc | 334,843 | $40.5M | 0.01% | +292+0.1% | Added |
| Massachusetts Financial Services Co | 329,375 | $39.8M | 0.01% | −9,216−2.7% | Reduced |
| Capital International Investors | 315,344 | $38.1M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 304,616 | $36.8M | 0.01% | −25,233−7.6% | Reduced |
| Goldman Sachs Group Inc | 257,050 | $31.1M | 0.01% | −18,709−6.8% | Reduced |
| Man Group plc | 248,324 | $30.0M | 0.09% | – | – |
| Bank of New York Mellon Corp | 242,617 | $29.3M | 0.01% | +3,263+1.4% | Added |
| Norges Bank | 226,637 | $27.4M | 0.00% | +4,214+1.9% | Added |
| Lord, Abbett & Co. LLC | 202,177 | $24.4M | 0.09% | −39,945−16.5% | Reduced |
| Royce & Associates LP | 199,038 | $24.0M | 0.22% | +2,105+1.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 198,241 | $23.9M | 0.12% | +117+0.1% | Added |
| GW&K Investment Management, LLC | 196,506 | $23.7M | 0.22% | −15,643−7.4% | Reduced |
| Bank of America Corp | 181,384 | $21.9M | 0.00% | +17,120+10.4% | Added |
| D. E. Shaw & Co., Inc. | 163,973 | $19.8M | 0.03% | −66,286−28.8% | Reduced |
| Systematic Financial Management LP | 161,068 | $19.5M | 0.58% | +26,325+19.5% | Added |
| Lazard Asset Management LLC | 157,083 | $19.0M | 0.02% | −809−0.5% | Reduced |
| Morgan Stanley | 152,084 | $18.4M | 0.00% | +1,107+0.7% | Added |
| Cardinal Capital Management LLC | 142,878 | $17.3M | 0.79% | −14,986−9.5% | Reduced |
| Jane Street Group, LLC | 107,270 | $13.0M | 0.02% | +89,278+496.2% | Added |
| Barclays PLC | 106,277 | $12.8M | 0.01% | −117,413−52.5% | Reduced |
| Principal Financial Group Inc | 100,753 | $12.2M | 0.01% | +1,336+1.3% | Added |
| Susquehanna International Group, LLP | 97,343 | $11.8M | 0.02% | +92,663+1,980.0% | Added |
| Nuveen Asset Management, LLC | 90,295 | $10.9M | 0.00% | +319+0.4% | Added |
| Public Employees Retirement Association of Colorado | 89,940 | $10.9M | 0.05% | −476−0.5% | Reduced |
| Rhumbline Advisers | 88,256 | $10.7M | 0.01% | −2,771−3.0% | Reduced |
| Wellington Management Group LLP | 85,923 | $10.4M | 0.00% | +620+0.7% | Added |
| Invesco Ltd. | 80,573 | $9.73M | 0.00% | +3,876+5.1% | Added |
| Chartwell Investment Partners, LLC | 80,444 | $9.72M | 0.34% | +22,832+39.6% | Added |
| First Eagle Investment Management, LLC | 79,539 | $9.61M | 0.02% | +28,739+56.6% | Added |
| AQR Capital Management LLC | 77,713 | $9.39M | 0.02% | −3,583−4.4% | Reduced |
| Capital Fund Management S.A. | 71,048 | $8.58M | 0.11% | +71,048 | New |
| SEI Investments Co | 65,176 | $7.87M | 0.01% | +313+0.5% | Added |
| Creative Planning | 56,702 | $6.85M | 0.01% | −21,457−27.5% | Reduced |
| Millennium Management LLC | 56,223 | $6.79M | 0.01% | −173,867−75.6% | Reduced |
| Kennedy Capital Management, Inc. | 55,380 | $6.69M | 0.15% | +47,824+632.9% | Added |
| Moody Aldrich Partners LLC | 52,729 | $6.37M | 1.15% | +2,576+5.1% | Added |
| Envestnet Asset Management Inc | 50,918 | $6.15M | 0.00% | +1,074+2.2% | Added |
| Peregrine Capital Management LLC | 50,088 | $6.05M | 0.18% | −16,561−24.8% | Reduced |
| Alliancebernstein L.P. | 49,364 | $5.96M | 0.00% | −576−1.2% | Reduced |
| Swiss National Bank | 46,800 | $5.65M | 0.00% | −6,200−11.7% | Reduced |
| Bridgewater Associates, LP | 43,812 | $5.29M | 0.03% | −5,451−11.1% | Reduced |
| American International Group, Inc. | 43,705 | $5.28M | 0.02% | −2,070−4.5% | Reduced |
| California Public Employees Retirement System | 41,604 | $5.03M | 0.00% | +5,291+14.6% | Added |
| Ameriprise Financial Inc | 39,934 | $4.82M | 0.00% | +303+0.8% | Added |
| Russell Investments Group, Ltd. | 39,578 | $4.78M | 0.01% | +4,903+14.1% | Added |
| Gladstone Institutional Advisory LLC | 37,562 | $4.54M | 0.25% | −2,581−6.4% | Reduced |
| Wells Fargo & Company | 37,264 | $4.50M | 0.00% | −1,491−3.8% | Reduced |
| Legal & General Group Plc | 37,235 | $4.50M | 0.00% | +800+2.2% | Added |
| Citadel Advisors LLC | 34,641 | $4.18M | 0.00% | −28,017−44.7% | Reduced |
| Jefferies Financial Group Inc. | 32,317 | $3.90M | 0.06% | +25,224+355.6% | Added |
| UBS Asset Management Americas Inc | 31,445 | $3.80M | 0.00% | +222+0.7% | Added |
| Canada Pension Plan Investment Board | 30,700 | $3.71M | 0.00% | −2,900−8.6% | Reduced |
| Dark Forest Capital Management LP | 30,543 | $3.69M | 0.55% | −4,601−13.1% | Reduced |
| New York State Teachers Retirement System | 30,537 | $3.69M | 0.01% | +2,223+7.9% | Added |
| Retirement Systems of Alabama | 29,737 | $3.59M | 0.02% | −354−1.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 29,731 | $3.59M | 0.03% | +1,026+3.6% | Added |
| Deutsche Bank AG | 29,709 | $3.59M | 0.00% | −253−0.8% | Reduced |
| Credit Suisse AG | 29,118 | $3.52M | 0.00% | −1,082−3.6% | Reduced |
| Tudor Investment Corp Et Al | 28,352 | $3.43M | 0.05% | +4,331+18.0% | Added |
| Ambassador Advisors, LLC | 29,738 | $3.33M | 0.74% | −824−2.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,866 | $3.25M | 0.01% | −173−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 26,736 | $3.23M | 0.00% | −1,246−4.5% | Reduced |
| Voloridge Investment Management, LLC | 26,712 | $3.23M | 0.01% | −2,285−7.9% | Reduced |
| Bank of Montreal | 25,837 | $3.17M | 0.00% | +19,220+290.5% | Added |
| MetLife Investment Management | 25,572 | $3.09M | 0.02% | −407−1.6% | Reduced |
| Capital International Inc | 25,344 | $3.06M | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 25,275 | $3.05M | 0.06% | −8,370−24.9% | Reduced |
| California State Teachers Retirement System | 25,062 | $3.03M | 0.00% | −1,565−5.9% | Reduced |
| State of New Jersey Common Pension Fund D | 24,100 | $2.91M | 0.01% | +4,197+21.1% | Added |
| LPL Financial LLC | 23,282 | $2.81M | 0.00% | +236+1.0% | Added |
| Advantage Alpha Capital Partners LP | 23,235 | $2.81M | 0.53% | +3,684+18.8% | Added |
| American Century Companies Inc | 23,210 | $2.80M | 0.00% | +13,156+130.9% | Added |
| EULAV Asset Management | 23,000 | $2.78M | 0.09% | 00.0% | Unchanged |
| Texas Permanent School Fund | 20,502 | $2.48M | 0.02% | +44+0.2% | Added |
| Azzad Asset Management Inc | 20,071 | $2.42M | 0.31% | +233+1.2% | Added |
| Marshall Wace, LLP | 18,747 | $2.26M | 0.00% | −92,964−83.2% | Reduced |
| M&T Bank Corp | 18,378 | $2.22M | 0.01% | +2,370+14.8% | Added |
| Price T Rowe Associates Inc | 17,444 | $2.11M | 0.00% | +866+5.2% | Added |
| Walleye Capital LLC | 16,502 | $1.99M | 0.03% | +16,502 | New |
| Ontario Teachers Pension Plan Board | 15,409 | $1.86M | 0.02% | +12,293+394.5% | Added |
| Mutual of America Capital Management LLC | 14,678 | $1.77M | 0.02% | −990−6.3% | Reduced |
| PEAK6 Investments LLC | 14,636 | $1.77M | 0.08% | −3,832−20.7% | Reduced |
| Amalgamated Bank | 13,840 | $1.67M | 0.01% | −41−0.3% | Reduced |
| UBS Group AG | 13,726 | $1.66M | 0.00% | +11,859+635.2% | Added |
| Nierenberg Investment Management Company, Inc. | 13,080 | $1.58M | 1.00% | +2,000+18.1% | Added |