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 |
|---|---|---|---|---|---|
| US Bancorp | 13,040 | $1.58M | 0.00% | −390−2.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 12,939 | $1.56M | 0.00% | +12,939 | New |
| Quantbot Technologies LP | 12,532 | $1.51M | 0.09% | +12,532 | New |
| QSV Equity Investors LLC | 12,292 | $1.48M | 1.44% | +12,292 | New |
| Wellington Shields Capital Management, LLC | 11,800 | $1.43M | 0.18% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 11,671 | $1.41M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 11,381 | $1.38M | 0.00% | −4,770−29.5% | Reduced |
| Yousif Capital Management, LLC | 11,099 | $1.34M | 0.02% | −125−1.1% | Reduced |
| Oppenheimer Asset Management Inc. | 11,073 | $1.34M | 0.02% | −599−5.1% | Reduced |
| BNP Paribas Arbitrage, SA | 10,551 | $1.27M | 0.00% | −260−2.4% | Reduced |
| First Trust Advisors LP | 10,446 | $1.26M | 0.00% | −8,118−43.7% | Reduced |
| Anchor Capital Advisors LLC | 10,376 | $1.25M | 0.03% | +1,640+18.8% | Added |
| GHP Investment Advisors, Inc. | 10,229 | $1.24M | 0.07% | −1,233−10.8% | Reduced |
| New York State Common Retirement Fund | 9,500 | $1.15M | 0.00% | −141−1.5% | Reduced |
| Voya Investment Management LLC | 9,407 | $1.14M | 0.00% | −163−1.7% | Reduced |
| Cornercap Investment Counsel Inc | 9,147 | $1.11M | 0.18% | +9,147 | New |
| Oarsman Capital, Inc. | 8,605 | $1.04M | 0.28% | −646−7.0% | Reduced |
| Ensign Peak Advisors, Inc | 8,597 | $1.04M | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 8,299 | $1.00M | 0.00% | −5−0.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $966.0K | 0.53% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,636 | $922.5K | 0.03% | −163−2.1% | Reduced |
| Harbor Capital Advisors, Inc. | 7,131 | $861.5K | 0.17% | +2,123+42.4% | Added |
| Victory Capital Management Inc | 6,936 | $837.9K | 0.00% | −238,927−97.2% | Reduced |
| State Board of Administration of Florida Retirement System | 6,872 | $830.2K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 6,828 | $824.9K | 0.05% | −1,200−14.9% | Reduced |
| Royal Bank of Canada | 6,808 | $823.0K | 0.00% | +3,850+130.2% | Added |
| Captrust Financial Advisors | 6,787 | $819.9K | 0.00% | +1,067+18.7% | Added |
| Bayesian Capital Management, LP | 6,725 | $812.4K | 0.09% | +6,725 | New |
| Louisiana State Employees Retirement System | 6,700 | $809.4K | 0.02% | −100−1.5% | Reduced |
| Oregon Public Employees Retirement Fund | 6,660 | $804.6K | 0.01% | −100−1.5% | Reduced |
| Arizona State Retirement System | 6,637 | $801.8K | 0.01% | −224−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 6,607 | $798.2K | 0.00% | +2,631+66.2% | Added |
| Centiva Capital, LP | 6,285 | $759.3K | 0.05% | +105+1.7% | Added |
| Glenmede Trust Co NA | 6,188 | $747.6K | 0.00% | +342+5.9% | Added |
| Two Sigma Investments, LP | 6,100 | $736.9K | 0.00% | +281+4.8% | Added |
| Holocene Advisors, LP | 5,957 | $719.7K | 0.00% | +5,957 | New |
| Thrivent Financial for Lutherans | 5,931 | $717.0K | 0.00% | −103−1.7% | Reduced |
| Nomura Holdings Inc | 5,900 | $712.8K | 0.01% | +5,900 | New |
| Nisa Investment Advisors, LLC | 5,732 | $692.5K | 0.00% | −250−4.2% | Reduced |
| State of Michigan Retirement System | 5,727 | $691.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Campbell & CO Investment Adviser LLC | 5,261 | $635.6K | 0.06% | −9,627−64.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,239 | $632.9K | 0.00% | +359+7.4% | Added |
| ProShare Advisors LLC | 5,188 | $626.8K | 0.00% | +756+17.1% | Added |
| Graham Capital Management, L.P. | 5,017 | $606.1K | 0.02% | −5,677−53.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,976 | $601.2K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 4,951 | $598.0K | 0.00% | +1,500+43.5% | Added |
| New Mexico Educational Retirement Board | 4,900 | $592.0K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 4,820 | $582.3K | 0.12% | +4,820 | New |
| Commerce Bank | 4,689 | $566.5K | 0.00% | −29−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 4,613 | $557.3K | 0.01% | +3,436+291.9% | Added |
| HRT Financial LP | 4,238 | $511.0K | 0.00% | +4,238 | New |
| The PNC Financial Services Group, Inc. | 4,161 | $502.7K | 0.00% | −49−1.2% | Reduced |
| Citigroup Inc | 4,145 | $500.8K | 0.00% | +3,407+461.7% | Added |
| Toroso Investments, LLC | 4,040 | $488.1K | 0.01% | +90+2.3% | Added |
| Seven Eight Capital, LP | 4,025 | $486.3K | 0.06% | +4,025 | New |
| Cubist Systematic Strategies, LLC | 3,994 | $482.5K | 0.01% | +3,994 | New |
| Renaissance Technologies LLC | 3,910 | $472.0K | 0.00% | −124,300−97.0% | Reduced |
| Pacer Advisors, Inc. | 3,562 | $430.3K | 0.00% | +1,514+73.9% | Added |
| Point72 Middle East FZE | 3,507 | $423.7K | 0.03% | +3,507 | New |
| Xponance, Inc. | 3,418 | $412.9K | 0.00% | −45−1.3% | Reduced |
| Raymond James & Associates | 3,336 | $403.0K | 0.00% | +441+15.2% | Added |
| Mariner, LLC | 3,297 | $398.3K | 0.00% | +28+0.9% | Added |
| CWM Advisors, LLC | 3,177 | $383.8K | 0.04% | +559+21.4% | Added |
| Federated Hermes, Inc. | 3,037 | $366.9K | 0.00% | −129−4.1% | Reduced |
| Crossmark Global Holdings, Inc. | 3,008 | $363.0K | 0.01% | −51−1.7% | Reduced |
| Henshaw Capital LLC | 2,961 | $357.7K | 0.02% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,890 | $349.1K | 0.11% | −4−0.1% | Reduced |
| Pathstone Holdings, LLC | 2,827 | $341.5K | 0.00% | +2,827 | New |
| Prudential Financial Inc | 2,759 | $333.3K | 0.00% | −70−2.5% | Reduced |
| Connable Office Inc | 2,743 | $331.4K | 0.04% | +788+40.3% | Added |
| Teacher Retirement System of Texas | 2,730 | $330.0K | 0.00% | −850−23.7% | Reduced |
| HSBC Holdings PLC | 2,725 | $329.9K | 0.00% | +2,725 | New |
| HGK Asset Management Inc | 2,639 | $318.8K | 0.07% | −87−3.2% | Reduced |
| State of Alaska, Department of Revenue | 2,627 | $317.0K | 0.00% | −260−9.0% | Reduced |
| Cubic Asset Management, LLC | 2,610 | $315.3K | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,592 | $313.1K | 0.00% | −5−0.2% | Reduced |
| Pictet Asset Management Holding SA | 2,552 | $308.3K | 0.00% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 2,368 | $286.1K | 0.13% | +190+8.7% | Added |
| Pier 88 Investment Partners LLC | 2,315 | $279.7K | 0.07% | −4,970−68.2% | Reduced |
| Axq Capital, LP | 2,309 | $278.9K | 0.07% | +2,309 | New |
| AlphaMark Advisors, LLC | 2,260 | $273.0K | 0.10% | +380+20.2% | Added |
| State of Wisconsin Investment Board | 2,252 | $272.1K | 0.00% | −421−15.8% | Reduced |
| Verition Fund Management LLC | 2,237 | $270.3K | 0.00% | −90,773−97.6% | Reduced |
| NBC Securities, Inc. | 2,149 | $259.0K | 0.03% | −47−2.1% | Reduced |
| SG Americas Securities, LLC | 2,127 | $257.0K | 0.00% | +13+0.6% | Added |
| JustInvest LLC | 2,088 | $252.3K | 0.01% | +2,088 | New |
| Vestcor Inc | 2,071 | $250.0K | 0.01% | +2,071 | New |
| Securian Asset Management, Inc | 2,041 | $246.6K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,908 | $230.5K | 0.00% | −3,268−63.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,800 | $217.5K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 1,749 | $211.3K | 0.07% | +1,749 | New |
| Hazlett, Burt & Watson, Inc. | 1,670 | $202.0K | 0.14% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,329 | $160.6K | 0.01% | −57−4.1% | Reduced |
| Shell Asset Management Co | 1,315 | $159.0K | 0.01% | −393−23.0% | Reduced |
| State of Wyoming | 1,189 | $143.6K | 0.03% | +129+12.2% | Added |
| Pflug Koory, LLC | 1,145 | $138.3K | 0.07% | −50−4.2% | Reduced |
| Advisory Services Network, LLC | 1,071 | $129.4K | 0.00% | +1,071 | New |
| EntryPoint Capital, LLC | 882 | $106.6K | 0.10% | +882 | New |