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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 37,562 | $4.54M | 0.25% | −2,581−6.4% | Reduced |
| Russell Investments Group, Ltd. | 39,578 | $4.78M | 0.01% | +4,903+14.1% | Added |
| Ameriprise Financial Inc | 39,934 | $4.82M | 0.00% | +303+0.8% | Added |
| California Public Employees Retirement System | 41,604 | $5.03M | 0.00% | +5,291+14.6% | Added |
| American International Group, Inc. | 43,705 | $5.28M | 0.02% | −2,070−4.5% | Reduced |
| Bridgewater Associates, LP | 43,812 | $5.29M | 0.03% | −5,451−11.1% | Reduced |
| Swiss National Bank | 46,800 | $5.65M | 0.00% | −6,200−11.7% | Reduced |
| Alliancebernstein L.P. | 49,364 | $5.96M | 0.00% | −576−1.2% | Reduced |
| Peregrine Capital Management LLC | 50,088 | $6.05M | 0.18% | −16,561−24.8% | Reduced |
| Envestnet Asset Management Inc | 50,918 | $6.15M | 0.00% | +1,074+2.2% | Added |
| Moody Aldrich Partners LLC | 52,729 | $6.37M | 1.15% | +2,576+5.1% | Added |
| Kennedy Capital Management, Inc. | 55,380 | $6.69M | 0.15% | +47,824+632.9% | Added |
| Millennium Management LLC | 56,223 | $6.79M | 0.01% | −173,867−75.6% | Reduced |
| Creative Planning | 56,702 | $6.85M | 0.01% | −21,457−27.5% | Reduced |
| SEI Investments Co | 65,176 | $7.87M | 0.01% | +313+0.5% | Added |
| Capital Fund Management S.A. | 71,048 | $8.58M | 0.11% | +71,048 | New |
| AQR Capital Management LLC | 77,713 | $9.39M | 0.02% | −3,583−4.4% | Reduced |
| First Eagle Investment Management, LLC | 79,539 | $9.61M | 0.02% | +28,739+56.6% | Added |
| Chartwell Investment Partners, LLC | 80,444 | $9.72M | 0.34% | +22,832+39.6% | Added |
| Invesco Ltd. | 80,573 | $9.73M | 0.00% | +3,876+5.1% | Added |
| Wellington Management Group LLP | 85,923 | $10.4M | 0.00% | +620+0.7% | Added |
| Rhumbline Advisers | 88,256 | $10.7M | 0.01% | −2,771−3.0% | Reduced |
| Public Employees Retirement Association of Colorado | 89,940 | $10.9M | 0.05% | −476−0.5% | Reduced |
| Nuveen Asset Management, LLC | 90,295 | $10.9M | 0.00% | +319+0.4% | Added |
| Susquehanna International Group, LLP | 97,343 | $11.8M | 0.02% | +92,663+1,980.0% | Added |
| Principal Financial Group Inc | 100,753 | $12.2M | 0.01% | +1,336+1.3% | Added |
| Barclays PLC | 106,277 | $12.8M | 0.01% | −117,413−52.5% | Reduced |
| Jane Street Group, LLC | 107,270 | $13.0M | 0.02% | +89,278+496.2% | Added |
| Cardinal Capital Management LLC | 142,878 | $17.3M | 0.79% | −14,986−9.5% | Reduced |
| Morgan Stanley | 152,084 | $18.4M | 0.00% | +1,107+0.7% | Added |
| Lazard Asset Management LLC | 157,083 | $19.0M | 0.02% | −809−0.5% | Reduced |
| Systematic Financial Management LP | 161,068 | $19.5M | 0.58% | +26,325+19.5% | Added |
| D. E. Shaw & Co., Inc. | 163,973 | $19.8M | 0.03% | −66,286−28.8% | Reduced |
| Bank of America Corp | 181,384 | $21.9M | 0.00% | +17,120+10.4% | Added |
| GW&K Investment Management, LLC | 196,506 | $23.7M | 0.22% | −15,643−7.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 198,241 | $23.9M | 0.12% | +117+0.1% | Added |
| Royce & Associates LP | 199,038 | $24.0M | 0.22% | +2,105+1.1% | Added |
| Lord, Abbett & Co. LLC | 202,177 | $24.4M | 0.09% | −39,945−16.5% | Reduced |
| Norges Bank | 226,637 | $27.4M | 0.00% | +4,214+1.9% | Added |
| Bank of New York Mellon Corp | 242,617 | $29.3M | 0.01% | +3,263+1.4% | Added |
| Man Group plc | 248,324 | $30.0M | 0.09% | – | – |
| Goldman Sachs Group Inc | 257,050 | $31.1M | 0.01% | −18,709−6.8% | Reduced |
| Northern Trust Corp | 304,616 | $36.8M | 0.01% | −25,233−7.6% | Reduced |
| Capital International Investors | 315,344 | $38.1M | 0.01% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 329,375 | $39.8M | 0.01% | −9,216−2.7% | Reduced |
| Charles Schwab Investment Management Inc | 334,843 | $40.5M | 0.01% | +292+0.1% | Added |
| Fisher Asset Management, LLC | 419,143 | $50.6M | 0.03% | −72,920−14.8% | Reduced |
| Macquarie Group Ltd | 494,917 | $59.8M | 0.07% | −4,682−0.9% | Reduced |
| Snyder Capital Management L P | 486,172 | $62.5M | 1.41% | −31,872−6.2% | Reduced |
| Geode Capital Management, LLC | 539,239 | $65.2M | 0.01% | +16,234+3.1% | Added |
| Earnest Partners LLC | 584,920 | $70.7M | 0.35% | −25,216−4.1% | Reduced |
| Capital World Investors | 685,000 | $82.8M | 0.01% | −145,500−17.5% | Reduced |
| JPMorgan Chase & Co | 776,916 | $93.9M | 0.01% | −237,982−23.4% | Reduced |
| State Street Corp | 834,717 | $100.8M | 0.00% | +9,650+1.2% | Added |
| Allspring Global Investments Holdings, LLC | 906,892 | $109.6M | 0.18% | −18,020−1.9% | Reduced |
| Dimensional Fund Advisors LP | 1,042,755 | $126.0M | 0.04% | −24,413−2.3% | Reduced |
| Capital Research Global Investors | 1,761,029 | $212.7M | 0.05% | +114,215+6.9% | Added |
| Cooke & Bieler LP | 1,998,725 | $241.5M | 2.13% | −31,450−1.5% | Reduced |
| Vanguard Group Inc | 2,403,637 | $290.4M | 0.01% | −5,027−0.2% | Reduced |
| BlackRock Inc. | 2,822,079 | $340.9M | 0.01% | +43,767+1.6% | Added |
| FMR LLC | 3,333,213 | $402.7M | 0.03% | +265,056+8.6% | Added |
| Polen Capital Management LLC | 20,112 | – | – | −1,963−8.9% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −33,276−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −22,839−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,633−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,205−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,473−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,677−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,712−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,967−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,443−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,702−100.0% | Sold out |
| SevenOneSeven Capital Management | 0 | $0 | 0.00% | −2,721−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,809−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| WFA Asset Management Corp | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |