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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $115 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $230 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $230 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $346 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5 | $576 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $577 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $577 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 6 | $691 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6 | $691 | 0.00% | +6 | New |
| Umb Bank N A | 7 | $807 | 0.00% | +7 | New |
| Asset Dedication, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12 | $1.38K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 12 | $1.38K | 0.00% | +12 | New |
| GAMMA Investing LLC | 16 | $1.84K | 0.00% | +11+220.0% | Added |
| Eagle Bay Advisors LLC | 17 | $1.96K | 0.00% | +17 | New |
| Naples Money Management LLC | 18 | $2.07K | 0.00% | −1−5.3% | Reduced |
| Quadrant Capital Group LLC | 19 | $2.19K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 21 | $2.41K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $2.54K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23 | $2.65K | 0.00% | +3+15.0% | Added |
| Parkside Financial Bank & Trust | 25 | $2.88K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 25 | $2.88K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 24 | $2.90K | 0.00% | +24 | New |
| Prestige Wealth Management Group LLC | 28 | $3.23K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 29 | $3.34K | 0.00% | +20+222.2% | Added |
| Kelly Financial Services LLC | 31 | $3.57K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 35 | $4.03K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 40 | $4.61K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 42 | $4.82K | 0.00% | −32−43.2% | Reduced |
| EverSource Wealth Advisors, LLC | 53 | $4.91K | 0.00% | −66−55.5% | Reduced |
| JFS Wealth Advisors, LLC | 43 | $4.96K | 0.00% | +33+330.0% | Added |
| Smithfield Trust Co | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 45 | $5.17K | 0.00% | +45 | New |
| Massmutual Trust Co FSB | 46 | $5.30K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 59 | $7.00K | 0.00% | +3+5.4% | Added |
| Westside Investment Management, Inc. | 61 | $7.03K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 99 | $11.4K | 0.00% | +99 | New |
| Parallel Advisors, LLC | 102 | $11.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 118 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 127 | $14.6K | 0.01% | +127 | New |
| Steward Partners Investment Advisory, LLC | 137 | $15.8K | 0.00% | −9−6.2% | Reduced |
| Quarry LP | 138 | $15.9K | 0.01% | +138 | New |
| Whittier Trust Co | 170 | $19.6K | 0.00% | −25−12.8% | Reduced |
| Nomura Asset Management Co Ltd | 170 | $19.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 177 | $20.4K | 0.00% | +24+15.7% | Added |
| Principal Securities, Inc. | 184 | $21.2K | 0.00% | −2−1.1% | Reduced |
| Group One Trading, L.P. | 184 | $21.2K | 0.00% | +184 | New |
| Ronald Blue Trust, Inc. | 220 | $25.4K | 0.00% | +46+26.4% | Added |
| Assetmark, Inc | 233 | $26.9K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 248 | $28.6K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 250 | $28.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 255 | $29.4K | 0.00% | +69+37.1% | Added |
| STRS Ohio | 300 | $35.0K | 0.00% | −200−40.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 555 | $64.0K | 0.00% | +300+117.6% | Added |
| KBC Group NV | 566 | $65.0K | 0.00% | +162+40.1% | Added |
| Bessemer Group Inc | 576 | $67.0K | 0.00% | +349+153.7% | Added |
| Public Employees Retirement System of Ohio | 593 | $68.3K | 0.00% | −9−1.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 619 | $71.3K | 0.00% | +619 | New |
| Shell Asset Management Co | 1,195 | $111.0K | 0.01% | −120−9.1% | Reduced |
| Tower Research Capital LLC (TRC) | 992 | $114.3K | 0.00% | −3,621−78.5% | Reduced |
| Royal Bank of Canada | 1,063 | $122.0K | 0.00% | −5,745−84.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,100 | $126.8K | 0.00% | −700−38.9% | Reduced |
| Pflug Koory, LLC | 1,145 | $131.9K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 1,203 | $138.6K | 0.02% | +14+1.2% | Added |
| Advisor Group Holdings, Inc. | 1,210 | $139.4K | 0.00% | −5,397−81.7% | Reduced |
| Metropolitan Life Insurance Co | 1,240 | $142.9K | 0.01% | −89−6.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,540 | $177.0K | 0.11% | −130−7.8% | Reduced |
| Headlands Technologies LLC | 1,743 | $200.9K | 0.05% | +1,743 | New |
| Prelude Capital Management, LLC | 1,820 | $209.7K | 0.01% | +1,820 | New |
| State of Wisconsin Investment Board | 1,884 | $217.1K | 0.00% | −368−16.3% | Reduced |
| ARGA Investment Management, LP | 1,893 | $218.1K | 0.01% | +1,893 | New |
| Keebeck Alpha, LP | 1,896 | $218.5K | 0.14% | +1,896 | New |
| Securian Asset Management, Inc | 1,941 | $223.7K | 0.01% | −100−4.9% | Reduced |
| Wolverine Trading, LLC | 1,958 | $225.6K | 0.00% | +1,958 | New |
| NBC Securities, Inc. | 2,021 | $232.0K | 0.02% | −128−6.0% | Reduced |
| Vestcor Inc | 2,071 | $239.0K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 2,078 | $239.5K | 0.03% | +2,078 | New |
| MQS Management LLC | 2,222 | $256.1K | 0.15% | +2,222 | New |
| SG Americas Securities, LLC | 2,239 | $258.0K | 0.00% | +112+5.3% | Added |
| Quadrature Capital Ltd | 2,286 | $263.2K | 0.00% | +2,286 | New |
| Pier 88 Investment Partners LLC | 2,315 | $266.8K | 0.07% | 00.0% | Unchanged |
| Capula Management Ltd | 2,416 | $278.4K | 0.01% | +2,416 | New |
| AlphaMark Advisors, LLC | 2,520 | $290.0K | 0.10% | +260+11.5% | Added |
| Pictet Asset Management Holding SA | 2,552 | $294.1K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,598 | $299.4K | 0.00% | +6+0.2% | Added |
| Cubic Asset Management, LLC | 2,610 | $300.8K | 0.07% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,627 | $302.0K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,867 | $330.4K | 0.07% | +2,867 | New |
| Prudential Financial Inc | 2,870 | $330.7K | 0.00% | +111+4.0% | Added |
| Pathstone Holdings, LLC | 2,875 | $331.3K | 0.00% | +48+1.7% | Added |
| Henshaw Capital LLC | 2,961 | $341.2K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,037 | $350.0K | 0.31% | +2,155+244.3% | Added |
| Integrated Investment Consultants, LLC | 3,075 | $354.4K | 0.10% | +185+6.4% | Added |
| CWM Advisors, LLC | 3,084 | $355.4K | 0.04% | −93−2.9% | Reduced |
| HGK Asset Management Inc | 3,182 | $366.7K | 0.07% | +543+20.6% | Added |