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, Q1 2024
Institutional positions in Helen of Troy Ltd as of Mar 31, 2024. 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
- 273
- +11 vs. Q4 2023
- Shares held
- 26.0M
- −523.2K (−2.0%) vs. Q4 2023
- Total value
- $2.99B
- −$209.5M (−6.5%) vs. Q4 2023
- New holders
- 35
- 98 more added
- Sold out
- 24
- 91 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3,445,220 | $397.0M | 0.03% | +112,007+3.4% | Added |
| BlackRock Inc. | 2,819,874 | $325.0M | 0.01% | −2,205−0.1% | Reduced |
| Vanguard Group Inc | 2,403,729 | $277.0M | 0.01% | +920.0% | Added |
| Cooke & Bieler LP | 1,877,471 | $216.4M | 2.00% | −121,254−6.1% | Reduced |
| Capital Research Global Investors | 1,086,151 | $125.2M | 0.03% | −674,878−38.3% | Reduced |
| Dimensional Fund Advisors LP | 1,050,647 | $121.1M | 0.03% | +7,892+0.8% | Added |
| Allspring Global Investments Holdings, LLC | 920,098 | $106.0M | 0.17% | +13,206+1.5% | Added |
| State Street Corp | 844,083 | $97.3M | 0.00% | +9,366+1.1% | Added |
| JPMorgan Chase & Co | 785,474 | $90.5M | 0.01% | +8,558+1.1% | Added |
| Snyder Capital Management L P | 677,813 | $78.1M | 1.67% | +191,641+39.4% | Added |
| Earnest Partners LLC | 648,515 | $74.7M | 0.34% | +63,595+10.9% | Added |
| Capital World Investors | 600,000 | $69.1M | 0.01% | −85,000−12.4% | Reduced |
| Geode Capital Management, LLC | 559,291 | $64.5M | 0.01% | +20,052+3.7% | Added |
| Macquarie Group Ltd | 541,465 | $62.4M | 0.07% | +46,548+9.4% | Added |
| Fisher Asset Management, LLC | 415,463 | $47.9M | 0.02% | −3,680−0.9% | Reduced |
| Capital International Investors | 360,102 | $41.5M | 0.01% | +44,758+14.2% | Added |
| Charles Schwab Investment Management Inc | 341,411 | $39.3M | 0.01% | +6,568+2.0% | Added |
| Massachusetts Financial Services Co | 328,152 | $37.8M | 0.01% | −1,223−0.4% | Reduced |
| Northern Trust Corp | 273,948 | $31.6M | 0.01% | −30,668−10.1% | Reduced |
| Norges Bank | 241,806 | $27.9M | 0.00% | +15,169+6.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 236,315 | $27.2M | 0.12% | +38,074+19.2% | Added |
| Goldman Sachs Group Inc | 233,948 | $27.0M | 0.01% | −23,102−9.0% | Reduced |
| Man Group plc | 233,536 | $26.9M | 0.07% | −14,788−6.0% | Reduced |
| Bank of New York Mellon Corp | 232,601 | $26.8M | 0.01% | −10,016−4.1% | Reduced |
| Bank of America Corp | 197,356 | $22.7M | 0.00% | +15,972+8.8% | Added |
| Lord, Abbett & Co. LLC | 197,339 | $22.7M | 0.07% | −4,838−2.4% | Reduced |
| Royce & Associates LP | 196,022 | $22.6M | 0.20% | −3,016−1.5% | Reduced |
| GW&K Investment Management, LLC | 194,314 | $22.4M | 0.20% | −2,192−1.1% | Reduced |
| Systematic Financial Management LP | 193,109 | $22.3M | 0.62% | +32,041+19.9% | Added |
| Morgan Stanley | 169,861 | $19.6M | 0.00% | +17,777+11.7% | Added |
| D. E. Shaw & Co., Inc. | 146,061 | $16.8M | 0.02% | −17,912−10.9% | Reduced |
| Cardinal Capital Management LLC | 126,220 | $14.5M | 0.73% | −16,658−11.7% | Reduced |
| Principal Financial Group Inc | 98,942 | $11.4M | 0.01% | −1,811−1.8% | Reduced |
| Nuveen Asset Management, LLC | 91,351 | $10.5M | 0.00% | +1,056+1.2% | Added |
| Rhumbline Advisers | 89,238 | $10.3M | 0.01% | +982+1.1% | Added |
| Public Employees Retirement Association of Colorado | 89,089 | $10.3M | 0.04% | −851−0.9% | Reduced |
| Kennedy Capital Management, Inc. | 87,701 | $10.1M | 0.21% | +32,321+58.4% | Added |
| First Eagle Investment Management, LLC | 83,219 | $9.59M | 0.02% | +3,680+4.6% | Added |
| Wellington Management Group LLP | 81,388 | $9.38M | 0.00% | −4,535−5.3% | Reduced |
| AQR Capital Management LLC | 81,141 | $9.35M | 0.02% | +3,428+4.4% | Added |
| Barclays PLC | 79,648 | $9.18M | 0.00% | −26,629−25.1% | Reduced |
| Citadel Advisors LLC | 76,563 | $8.82M | 0.01% | +41,922+121.0% | Added |
| Chartwell Investment Partners, LLC | 64,423 | $7.42M | 0.26% | −16,021−19.9% | Reduced |
| Landscape Capital Management, L.L.C. | 58,073 | $6.69M | 0.58% | +58,073 | New |
| Envestnet Asset Management Inc | 57,109 | $6.58M | 0.00% | +6,191+12.2% | Added |
| Creative Planning | 56,781 | $6.54M | 0.01% | +79+0.1% | Added |
| Lazard Asset Management LLC | 54,955 | $6.33M | 0.01% | −102,128−65.0% | Reduced |
| Invesco Ltd. | 52,917 | $6.10M | 0.00% | −27,656−34.3% | Reduced |
| Jane Street Group, LLC | 52,564 | $6.06M | 0.01% | −54,706−51.0% | Reduced |
| SEI Investments Co | 51,801 | $5.97M | 0.01% | −13,375−20.5% | Reduced |
| Moody Aldrich Partners LLC | 51,518 | $5.94M | 1.01% | −1,211−2.3% | Reduced |
| Alliancebernstein L.P. | 49,004 | $5.65M | 0.00% | −360−0.7% | Reduced |
| Peregrine Capital Management LLC | 47,243 | $5.44M | 0.16% | −2,845−5.7% | Reduced |
| Capital Fund Management S.A. | 47,033 | $5.42M | 0.07% | −24,015−33.8% | Reduced |
| Twinbeech Capital LP | 46,808 | $5.39M | 0.11% | +46,808 | New |
| Swiss National Bank | 46,800 | $5.39M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 46,610 | $5.37M | 0.07% | +18,258+64.4% | Added |
| California Public Employees Retirement System | 44,394 | $5.12M | 0.00% | +2,790+6.7% | Added |
| American International Group, Inc. | 42,965 | $4.95M | 0.02% | −740−1.7% | Reduced |
| Gladstone Institutional Advisory LLC | 41,711 | $4.81M | 0.26% | +4,149+11.0% | Added |
| Wells Fargo & Company | 40,990 | $4.72M | 0.00% | +3,726+10.0% | Added |
| Russell Investments Group, Ltd. | 40,262 | $4.64M | 0.01% | +684+1.7% | Added |
| Bridgewater Associates, LP | 38,273 | $4.41M | 0.02% | −5,539−12.6% | Reduced |
| Ameriprise Financial Inc | 38,178 | $4.40M | 0.00% | −1,756−4.4% | Reduced |
| Legal & General Group Plc | 37,208 | $4.29M | 0.00% | −27−0.1% | Reduced |
| UBS Group AG | 36,410 | $4.20M | 0.00% | +22,684+165.3% | Added |
| UBS Asset Management Americas Inc | 35,100 | $4.04M | 0.00% | +3,655+11.6% | Added |
| Credit Suisse AG | 32,349 | $3.73M | 0.00% | +3,231+11.1% | Added |
| American Century Companies Inc | 31,196 | $3.60M | 0.00% | +7,986+34.4% | Added |
| New York State Teachers Retirement System | 30,637 | $3.53M | 0.01% | +100+0.3% | Added |
| Deutsche Bank AG | 30,337 | $3.50M | 0.00% | +628+2.1% | Added |
| Ambassador Advisors, LLC | 30,004 | $3.46M | 0.63% | +266+0.9% | Added |
| Retirement Systems of Alabama | 29,819 | $3.44M | 0.01% | +82+0.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,946 | $3.11M | 0.01% | +80+0.3% | Added |
| Manufacturers Life Insurance Company, The | 26,306 | $3.03M | 0.00% | −430−1.6% | Reduced |
| Capital International Inc | 25,344 | $2.92M | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 24,712 | $2.85M | 0.01% | +6,334+34.5% | Added |
| MetLife Investment Management | 24,678 | $2.84M | 0.02% | −894−3.5% | Reduced |
| California State Teachers Retirement System | 23,754 | $2.74M | 0.00% | −1,308−5.2% | Reduced |
| Gotham Asset Management, LLC | 23,365 | $2.69M | 0.04% | −1,910−7.6% | Reduced |
| Dark Forest Capital Management LP | 23,298 | $2.68M | 0.45% | −7,245−23.7% | Reduced |
| EULAV Asset Management | 23,000 | $2.65M | 0.07% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 22,501 | $2.59M | 0.01% | −1,599−6.6% | Reduced |
| Walleye Capital LLC | 22,116 | $2.55M | 0.03% | +5,614+34.0% | Added |
| LPL Financial LLC | 21,542 | $2.48M | 0.00% | −1,740−7.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,248 | $2.45M | 0.02% | −8,483−28.5% | Reduced |
| Texas Permanent School Fund | 20,782 | $2.39M | 0.02% | +280+1.4% | Added |
| Azzad Asset Management Inc | 20,449 | $2.36M | 0.27% | +378+1.9% | Added |
| Quantbot Technologies LP | 20,156 | $2.32M | 0.13% | +7,624+60.8% | Added |
| Polen Capital Management LLC | 19,642 | $2.26M | 0.01% | −470−2.3% | Reduced |
| Ontario Teachers Pension Plan Board | 19,112 | $2.20M | 0.02% | +3,703+24.0% | Added |
| First Trust Advisors LP | 18,630 | $2.15M | 0.00% | +8,184+78.3% | Added |
| Price T Rowe Associates Inc | 18,292 | $2.11M | 0.00% | +848+4.9% | Added |
| Campbell & CO Investment Adviser LLC | 17,816 | $2.05M | 0.18% | +12,555+238.6% | Added |
| Schonfeld Strategic Advisors LLC | 15,790 | $1.82M | 0.01% | +15,790 | New |
| Jefferies Financial Group Inc. | 15,600 | $1.80M | 0.04% | −16,717−51.7% | Reduced |
| Engineers Gate Manager LP | 15,250 | $1.76M | 0.05% | +15,250 | New |
| BNP Paribas Arbitrage, SA | 14,982 | $1.73M | 0.00% | +4,431+42.0% | Added |
| Mutual of America Capital Management LLC | 14,149 | $1.63M | 0.02% | −529−3.6% | Reduced |
| Trexquant Investment LP | 13,977 | $1.61M | 0.03% | +13,977 | New |