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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $121 | 0.00% | −17−94.4% | Reduced |
| North Star Investment Management Corp. | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $242 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $242 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $363 | 0.00% | −3−50.0% | Reduced |
| GAMMA Investing LLC | 5 | $573 | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 5 | $587 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $605 | 0.00% | −1−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $605 | 0.00% | +5 | New |
| Whittier Trust Co of Nevada Inc | 6 | $724 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $725 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 9 | $1.09K | 0.00% | −7−43.8% | Reduced |
| Farmers & Merchants Investments Inc | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $1.21K | 0.00% | −9−47.4% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $1.21K | 0.00% | −2−16.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 11 | $1.33K | 0.00% | +11 | New |
| GWM Advisors LLC | 12 | $1.45K | 0.00% | +12 | New |
| Naples Money Management LLC | 19 | $2.29K | 0.00% | +19 | New |
| Quadrant Capital Group LLC | 19 | $2.30K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $2.42K | 0.00% | −2−9.1% | Reduced |
| Global Financial Private Client, LLC | 21 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 21 | $2.54K | 0.00% | +21 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $2.66K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 25 | $3.02K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $3.02K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $3.38K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 31 | $3.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 35 | $4.23K | 0.00% | +35 | New |
| Larson Financial Group LLC | 38 | $4.59K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 39 | $4.71K | 0.00% | +39 | New |
| Sittner & Nelson, LLC | 40 | $4.83K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 42 | $5.08K | 0.00% | +42 | New |
| Massmutual Trust Co FSB | 46 | $5.56K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 56 | $7.00K | 0.00% | −74−56.9% | Reduced |
| Westside Investment Management, Inc. | 61 | $7.37K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 74 | $8.94K | 0.00% | +74 | New |
| Parallel Advisors, LLC | 102 | $12.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 118 | $14.3K | 0.00% | +21+21.6% | Added |
| EverSource Wealth Advisors, LLC | 119 | $14.4K | 0.00% | +70+142.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 132 | $15.9K | 0.00% | +132 | New |
| Steward Partners Investment Advisory, LLC | 146 | $17.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 153 | $18.5K | 0.00% | −81−34.6% | Reduced |
| Ronald Blue Trust, Inc. | 174 | $20.0K | 0.00% | +60+52.6% | Added |
| Nomura Asset Management Co Ltd | 170 | $20.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 186 | $22.5K | 0.00% | +30+19.2% | Added |
| Principal Securities, Inc. | 186 | $22.5K | 0.00% | +186 | New |
| Whittier Trust Co | 195 | $23.6K | 0.00% | −117−37.5% | Reduced |
| Bessemer Group Inc | 227 | $27.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 233 | $28.1K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 248 | $30.0K | 0.02% | +248 | New |
| SOA Wealth Advisors, LLC. | 250 | $30.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 255 | $30.8K | 0.00% | +5+2.0% | Added |
| KBC Group NV | 404 | $49.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 500 | $60.0K | 0.00% | −300−37.5% | Reduced |
| Public Employees Retirement System of Ohio | 602 | $72.7K | 0.00% | −23−3.7% | Reduced |
| Focused Wealth Management, Inc | 700 | $84.6K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 865 | $104.5K | 0.00% | −9,707−91.8% | Reduced |
| EntryPoint Capital, LLC | 882 | $106.6K | 0.10% | +882 | New |
| Advisory Services Network, LLC | 1,071 | $129.4K | 0.00% | +1,071 | New |
| Pflug Koory, LLC | 1,145 | $138.3K | 0.07% | −50−4.2% | Reduced |
| State of Wyoming | 1,189 | $143.6K | 0.03% | +129+12.2% | Added |
| Shell Asset Management Co | 1,315 | $159.0K | 0.01% | −393−23.0% | Reduced |
| Metropolitan Life Insurance Co | 1,329 | $160.6K | 0.01% | −57−4.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,670 | $202.0K | 0.14% | 00.0% | Unchanged |
| Corton Capital Inc. | 1,749 | $211.3K | 0.07% | +1,749 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,800 | $217.5K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,908 | $230.5K | 0.00% | −3,268−63.1% | Reduced |
| Securian Asset Management, Inc | 2,041 | $246.6K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 2,071 | $250.0K | 0.01% | +2,071 | New |
| JustInvest LLC | 2,088 | $252.3K | 0.01% | +2,088 | New |
| SG Americas Securities, LLC | 2,127 | $257.0K | 0.00% | +13+0.6% | Added |
| NBC Securities, Inc. | 2,149 | $259.0K | 0.03% | −47−2.1% | Reduced |
| Verition Fund Management LLC | 2,237 | $270.3K | 0.00% | −90,773−97.6% | Reduced |
| State of Wisconsin Investment Board | 2,252 | $272.1K | 0.00% | −421−15.8% | Reduced |
| AlphaMark Advisors, LLC | 2,260 | $273.0K | 0.10% | +380+20.2% | Added |
| Axq Capital, LP | 2,309 | $278.9K | 0.07% | +2,309 | New |
| Pier 88 Investment Partners LLC | 2,315 | $279.7K | 0.07% | −4,970−68.2% | Reduced |
| Strong Tower Advisory Services | 2,368 | $286.1K | 0.13% | +190+8.7% | Added |
| Pictet Asset Management Holding SA | 2,552 | $308.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,592 | $313.1K | 0.00% | −5−0.2% | Reduced |
| Cubic Asset Management, LLC | 2,610 | $315.3K | 0.08% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,627 | $317.0K | 0.00% | −260−9.0% | Reduced |
| HGK Asset Management Inc | 2,639 | $318.8K | 0.07% | −87−3.2% | Reduced |
| HSBC Holdings PLC | 2,725 | $329.9K | 0.00% | +2,725 | New |
| Teacher Retirement System of Texas | 2,730 | $330.0K | 0.00% | −850−23.7% | Reduced |
| Connable Office Inc | 2,743 | $331.4K | 0.04% | +788+40.3% | Added |
| Prudential Financial Inc | 2,759 | $333.3K | 0.00% | −70−2.5% | Reduced |
| Pathstone Holdings, LLC | 2,827 | $341.5K | 0.00% | +2,827 | New |
| Integrated Investment Consultants, LLC | 2,890 | $349.1K | 0.11% | −4−0.1% | Reduced |
| Henshaw Capital LLC | 2,961 | $357.7K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,008 | $363.0K | 0.01% | −51−1.7% | Reduced |
| Federated Hermes, Inc. | 3,037 | $366.9K | 0.00% | −129−4.1% | Reduced |
| CWM Advisors, LLC | 3,177 | $383.8K | 0.04% | +559+21.4% | Added |
| Mariner, LLC | 3,297 | $398.3K | 0.00% | +28+0.9% | Added |
| Raymond James & Associates | 3,336 | $403.0K | 0.00% | +441+15.2% | Added |
| Xponance, Inc. | 3,418 | $412.9K | 0.00% | −45−1.3% | Reduced |