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 |
|---|---|---|---|---|---|
| Point72 Middle East FZE | 3,507 | $423.7K | 0.03% | +3,507 | New |
| Pacer Advisors, Inc. | 3,562 | $430.3K | 0.00% | +1,514+73.9% | Added |
| Renaissance Technologies LLC | 3,910 | $472.0K | 0.00% | −124,300−97.0% | Reduced |
| Cubist Systematic Strategies, LLC | 3,994 | $482.5K | 0.01% | +3,994 | New |
| Seven Eight Capital, LP | 4,025 | $486.3K | 0.06% | +4,025 | New |
| Toroso Investments, LLC | 4,040 | $488.1K | 0.01% | +90+2.3% | Added |
| Citigroup Inc | 4,145 | $500.8K | 0.00% | +3,407+461.7% | Added |
| The PNC Financial Services Group, Inc. | 4,161 | $502.7K | 0.00% | −49−1.2% | Reduced |
| HRT Financial LP | 4,238 | $511.0K | 0.00% | +4,238 | New |
| Tower Research Capital LLC (TRC) | 4,613 | $557.3K | 0.01% | +3,436+291.9% | Added |
| Commerce Bank | 4,689 | $566.5K | 0.00% | −29−0.6% | Reduced |
| Versor Investments LP | 4,820 | $582.3K | 0.12% | +4,820 | New |
| New Mexico Educational Retirement Board | 4,900 | $592.0K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 4,951 | $598.0K | 0.00% | +1,500+43.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,976 | $601.2K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,017 | $606.1K | 0.02% | −5,677−53.1% | Reduced |
| ProShare Advisors LLC | 5,188 | $626.8K | 0.00% | +756+17.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,239 | $632.9K | 0.00% | +359+7.4% | Added |
| Campbell & CO Investment Adviser LLC | 5,261 | $635.6K | 0.06% | −9,627−64.7% | Reduced |
| Brinker Capital Investments, LLC | 5,304 | $642.6K | 0.01% | +841+18.8% | Added |
| Orion Portfolio Solutions, LLC | 5,304 | $642.6K | 0.01% | +841+18.8% | Added |
| State of Michigan Retirement System | 5,727 | $691.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,732 | $692.5K | 0.00% | −250−4.2% | Reduced |
| Nomura Holdings Inc | 5,900 | $712.8K | 0.01% | +5,900 | New |
| Thrivent Financial for Lutherans | 5,931 | $717.0K | 0.00% | −103−1.7% | Reduced |
| Holocene Advisors, LP | 5,957 | $719.7K | 0.00% | +5,957 | New |
| Two Sigma Investments, LP | 6,100 | $736.9K | 0.00% | +281+4.8% | Added |
| Glenmede Trust Co NA | 6,188 | $747.6K | 0.00% | +342+5.9% | Added |
| Centiva Capital, LP | 6,285 | $759.3K | 0.05% | +105+1.7% | Added |
| Advisor Group Holdings, Inc. | 6,607 | $798.2K | 0.00% | +2,631+66.2% | Added |
| Arizona State Retirement System | 6,637 | $801.8K | 0.01% | −224−3.3% | Reduced |
| Oregon Public Employees Retirement Fund | 6,660 | $804.6K | 0.01% | −100−1.5% | Reduced |
| Louisiana State Employees Retirement System | 6,700 | $809.4K | 0.02% | −100−1.5% | Reduced |
| Bayesian Capital Management, LP | 6,725 | $812.4K | 0.09% | +6,725 | New |
| Captrust Financial Advisors | 6,787 | $819.9K | 0.00% | +1,067+18.7% | Added |
| Royal Bank of Canada | 6,808 | $823.0K | 0.00% | +3,850+130.2% | Added |
| ClariVest Asset Management LLC | 6,828 | $824.9K | 0.05% | −1,200−14.9% | Reduced |
| State Board of Administration of Florida Retirement System | 6,872 | $830.2K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 6,936 | $837.9K | 0.00% | −238,927−97.2% | Reduced |
| Harbor Capital Advisors, Inc. | 7,131 | $861.5K | 0.17% | +2,123+42.4% | Added |
| Ameritas Investment Partners, Inc. | 7,636 | $922.5K | 0.03% | −163−2.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $966.0K | 0.53% | 00.0% | Unchanged |
| Franklin Resources Inc | 8,299 | $1.00M | 0.00% | −5−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 8,597 | $1.04M | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 8,605 | $1.04M | 0.28% | −646−7.0% | Reduced |
| Cornercap Investment Counsel Inc | 9,147 | $1.11M | 0.18% | +9,147 | New |
| Voya Investment Management LLC | 9,407 | $1.14M | 0.00% | −163−1.7% | Reduced |
| New York State Common Retirement Fund | 9,500 | $1.15M | 0.00% | −141−1.5% | Reduced |
| GHP Investment Advisors, Inc. | 10,229 | $1.24M | 0.07% | −1,233−10.8% | Reduced |
| Anchor Capital Advisors LLC | 10,376 | $1.25M | 0.03% | +1,640+18.8% | Added |
| First Trust Advisors LP | 10,446 | $1.26M | 0.00% | −8,118−43.7% | Reduced |
| BNP Paribas Arbitrage, SA | 10,551 | $1.27M | 0.00% | −260−2.4% | Reduced |
| Oppenheimer Asset Management Inc. | 11,073 | $1.34M | 0.02% | −599−5.1% | Reduced |
| Yousif Capital Management, LLC | 11,099 | $1.34M | 0.02% | −125−1.1% | Reduced |
| Janus Henderson Group PLC | 11,381 | $1.38M | 0.00% | −4,770−29.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,671 | $1.41M | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 11,800 | $1.43M | 0.18% | 00.0% | Unchanged |
| QSV Equity Investors LLC | 12,292 | $1.48M | 1.44% | +12,292 | New |
| Quantbot Technologies LP | 12,532 | $1.51M | 0.09% | +12,532 | New |
| Arrowstreet Capital, Limited Partnership | 12,939 | $1.56M | 0.00% | +12,939 | New |
| US Bancorp | 13,040 | $1.58M | 0.00% | −390−2.9% | Reduced |
| Nierenberg Investment Management Company, Inc. | 13,080 | $1.58M | 1.00% | +2,000+18.1% | Added |
| UBS Group AG | 13,726 | $1.66M | 0.00% | +11,859+635.2% | Added |
| Amalgamated Bank | 13,840 | $1.67M | 0.01% | −41−0.3% | Reduced |
| PEAK6 Investments LLC | 14,636 | $1.77M | 0.08% | −3,832−20.7% | Reduced |
| Mutual of America Capital Management LLC | 14,678 | $1.77M | 0.02% | −990−6.3% | Reduced |
| Ontario Teachers Pension Plan Board | 15,409 | $1.86M | 0.02% | +12,293+394.5% | Added |
| Walleye Capital LLC | 16,502 | $1.99M | 0.03% | +16,502 | New |
| Price T Rowe Associates Inc | 17,444 | $2.11M | 0.00% | +866+5.2% | Added |
| M&T Bank Corp | 18,378 | $2.22M | 0.01% | +2,370+14.8% | Added |
| Marshall Wace, LLP | 18,747 | $2.26M | 0.00% | −92,964−83.2% | Reduced |
| Azzad Asset Management Inc | 20,071 | $2.42M | 0.31% | +233+1.2% | Added |
| Texas Permanent School Fund | 20,502 | $2.48M | 0.02% | +44+0.2% | Added |
| EULAV Asset Management | 23,000 | $2.78M | 0.09% | 00.0% | Unchanged |
| American Century Companies Inc | 23,210 | $2.80M | 0.00% | +13,156+130.9% | Added |
| Advantage Alpha Capital Partners LP | 23,235 | $2.81M | 0.53% | +3,684+18.8% | Added |
| LPL Financial LLC | 23,282 | $2.81M | 0.00% | +236+1.0% | Added |
| State of New Jersey Common Pension Fund D | 24,100 | $2.91M | 0.01% | +4,197+21.1% | Added |
| California State Teachers Retirement System | 25,062 | $3.03M | 0.00% | −1,565−5.9% | Reduced |
| Gotham Asset Management, LLC | 25,275 | $3.05M | 0.06% | −8,370−24.9% | Reduced |
| Capital International Inc | 25,344 | $3.06M | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 25,572 | $3.09M | 0.02% | −407−1.6% | Reduced |
| Bank of Montreal | 25,837 | $3.17M | 0.00% | +19,220+290.5% | Added |
| Voloridge Investment Management, LLC | 26,712 | $3.23M | 0.01% | −2,285−7.9% | Reduced |
| Manufacturers Life Insurance Company, The | 26,736 | $3.23M | 0.00% | −1,246−4.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,866 | $3.25M | 0.01% | −173−0.6% | Reduced |
| Ambassador Advisors, LLC | 29,738 | $3.33M | 0.74% | −824−2.7% | Reduced |
| Tudor Investment Corp Et Al | 28,352 | $3.43M | 0.05% | +4,331+18.0% | Added |
| Credit Suisse AG | 29,118 | $3.52M | 0.00% | −1,082−3.6% | Reduced |
| Deutsche Bank AG | 29,709 | $3.59M | 0.00% | −253−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 29,731 | $3.59M | 0.03% | +1,026+3.6% | Added |
| Retirement Systems of Alabama | 29,737 | $3.59M | 0.02% | −354−1.2% | Reduced |
| New York State Teachers Retirement System | 30,537 | $3.69M | 0.01% | +2,223+7.9% | Added |
| Dark Forest Capital Management LP | 30,543 | $3.69M | 0.55% | −4,601−13.1% | Reduced |
| Canada Pension Plan Investment Board | 30,700 | $3.71M | 0.00% | −2,900−8.6% | Reduced |
| UBS Asset Management Americas Inc | 31,445 | $3.80M | 0.00% | +222+0.7% | Added |
| Jefferies Financial Group Inc. | 32,317 | $3.90M | 0.06% | +25,224+355.6% | Added |
| Citadel Advisors LLC | 34,641 | $4.18M | 0.00% | −28,017−44.7% | Reduced |
| Legal & General Group Plc | 37,235 | $4.50M | 0.00% | +800+2.2% | Added |
| Wells Fargo & Company | 37,264 | $4.50M | 0.00% | −1,491−3.8% | Reduced |