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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 3,225 | $371.6K | 0.00% | −111−3.3% | Reduced |
| Connable Office Inc | 3,232 | $372.5K | 0.04% | +489+17.8% | Added |
| Xponance, Inc. | 3,428 | $395.0K | 0.00% | +10+0.3% | Added |
| Pacer Advisors, Inc. | 3,532 | $407.0K | 0.00% | −30−0.8% | Reduced |
| Federated Hermes, Inc. | 3,866 | $445.5K | 0.00% | +829+27.3% | Added |
| Marshall Wace, LLP | 4,012 | $462.3K | 0.00% | −14,735−78.6% | Reduced |
| Toroso Investments, LLC | 4,046 | $466.3K | 0.01% | +6+0.1% | Added |
| Scientech Research LLC | 4,414 | $508.7K | 0.27% | +4,414 | New |
| The PNC Financial Services Group, Inc. | 4,434 | $511.0K | 0.00% | +273+6.6% | Added |
| Commerce Bank | 4,597 | $529.8K | 0.00% | −92−2.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,700 | $541.6K | 0.00% | −276−5.5% | Reduced |
| New Mexico Educational Retirement Board | 4,900 | $565.0K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 4,951 | $571.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5,027 | $579.3K | 0.04% | +5,027 | New |
| Brinker Capital Investments, LLC | 5,065 | $583.7K | 0.01% | −239−4.5% | Reduced |
| Orion Portfolio Solutions, LLC | 5,065 | $583.7K | 0.01% | −239−4.5% | Reduced |
| HRT Financial LP | 5,092 | $586.0K | 0.00% | +854+20.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,253 | $605.4K | 0.00% | +14+0.3% | Added |
| Nebula Research & Development LLC | 5,306 | $611.5K | 0.13% | +5,306 | New |
| Teza Capital Management LLC | 5,384 | $620.5K | 0.08% | +5,384 | New |
| ProShare Advisors LLC | 5,434 | $626.2K | 0.00% | +246+4.7% | Added |
| State Board of Administration of Florida Retirement System | 6,612 | $629.3K | 0.00% | −260−3.8% | Reduced |
| Holocene Advisors, LP | 5,617 | $647.3K | 0.00% | −340−5.7% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 5,703 | $657.2K | 0.09% | +5,703 | New |
| Nisa Investment Advisors, LLC | 5,751 | $662.7K | 0.00% | +19+0.3% | Added |
| State of Michigan Retirement System | 5,827 | $671.5K | 0.00% | +100+1.7% | Added |
| Mariner, LLC | 5,829 | $671.7K | 0.00% | +2,532+76.8% | Added |
| Oregon Public Employees Retirement Fund | 5,860 | $675.3K | 0.01% | −800−12.0% | Reduced |
| Canada Pension Plan Investment Board | 5,900 | $679.9K | 0.00% | −24,800−80.8% | Reduced |
| Teacher Retirement System of Texas | 5,898 | $680.0K | 0.00% | +3,168+116.0% | Added |
| Thrivent Financial for Lutherans | 5,951 | $686.0K | 0.00% | +20+0.3% | Added |
| Bayesian Capital Management, LP | 6,025 | $694.3K | 0.07% | −700−10.4% | Reduced |
| Glenmede Trust Co NA | 6,142 | $707.8K | 0.00% | −46−0.7% | Reduced |
| HSBC Holdings PLC | 6,372 | $734.3K | 0.00% | +3,647+133.8% | Added |
| Arizona State Retirement System | 6,526 | $752.1K | 0.01% | −111−1.7% | Reduced |
| Squarepoint Ops LLC | 6,767 | $779.8K | 0.00% | +6,767 | New |
| Louisiana State Employees Retirement System | 6,800 | $783.6K | 0.02% | +100+1.5% | Added |
| ClariVest Asset Management LLC | 6,835 | $787.7K | 0.08% | +7+0.1% | Added |
| Virtu Financial LLC | 7,075 | $815.0K | 0.06% | +7,075 | New |
| Oarsman Capital, Inc. | 7,231 | $833.3K | 0.20% | −1,374−16.0% | Reduced |
| Voloridge Investment Management, LLC | 7,301 | $841.4K | 0.00% | −19,411−72.7% | Reduced |
| Bank of Montreal | 7,266 | $843.7K | 0.00% | −18,571−71.9% | Reduced |
| Victory Capital Management Inc | 7,367 | $849.0K | 0.00% | +431+6.2% | Added |
| Citigroup Inc | 7,513 | $865.8K | 0.00% | +3,368+81.3% | Added |
| Ameritas Investment Partners, Inc. | 7,636 | $880.0K | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 7,749 | $893.0K | 0.00% | −1,658−17.6% | Reduced |
| Franklin Resources Inc | 7,919 | $912.6K | 0.00% | −380−4.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,349 | $914.2K | 0.00% | −1,322−11.3% | Reduced |
| Ensign Peak Advisors, Inc | 8,184 | $943.1K | 0.00% | −413−4.8% | Reduced |
| Captrust Financial Advisors | 8,530 | $983.0K | 0.00% | +1,743+25.7% | Added |
| GHP Investment Advisors, Inc. | 8,562 | $986.7K | 0.05% | −1,667−16.3% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9,000 | $1.04M | 0.53% | +1,000+12.5% | Added |
| Cornercap Investment Counsel Inc | 9,163 | $1.06M | 0.16% | +16+0.2% | Added |
| Qube Research & Technologies Ltd | 9,306 | $1.07M | 0.00% | +8,441+975.8% | Added |
| PEAK6 Investments LLC | 9,349 | $1.08M | 0.05% | −5,287−36.1% | Reduced |
| New York State Common Retirement Fund | 9,700 | $1.12M | 0.00% | +200+2.1% | Added |
| US Bancorp | 9,799 | $1.13M | 0.00% | −3,241−24.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,922 | $1.14M | 0.00% | −3,017−23.3% | Reduced |
| Centiva Capital, LP | 10,147 | $1.17M | 0.07% | +3,862+61.4% | Added |
| Anchor Capital Advisors LLC | 10,323 | $1.19M | 0.03% | −53−0.5% | Reduced |
| Semanteon Capital Management, LP | 10,774 | $1.24M | 0.79% | +10,774 | New |
| Yousif Capital Management, LLC | 10,820 | $1.25M | 0.01% | −279−2.5% | Reduced |
| Verition Fund Management LLC | 11,065 | $1.28M | 0.01% | +8,828+394.6% | Added |
| Oppenheimer Asset Management Inc. | 11,271 | $1.30M | 0.02% | +198+1.8% | Added |
| Janus Henderson Group PLC | 11,381 | $1.31M | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,537 | $1.33M | 0.14% | +11,537 | New |
| Wellington Shields Capital Management, LLC | 11,800 | $1.36M | 0.26% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 11,803 | $1.36M | 0.04% | +6,786+135.3% | Added |
| QSV Equity Investors LLC | 12,316 | $1.42M | 1.37% | +24+0.2% | Added |
| Amalgamated Bank | 12,456 | $1.44M | 0.01% | −1,384−10.0% | Reduced |
| Millennium Management LLC | 12,805 | $1.48M | 0.00% | −43,418−77.2% | Reduced |
| Renaissance Technologies LLC | 13,010 | $1.50M | 0.00% | +9,100+232.7% | Added |
| Nierenberg Investment Management Company, Inc. | 13,080 | $1.51M | 0.88% | 00.0% | Unchanged |
| Trexquant Investment LP | 13,977 | $1.61M | 0.03% | +13,977 | New |
| Mutual of America Capital Management LLC | 14,149 | $1.63M | 0.02% | −529−3.6% | Reduced |
| BNP Paribas Arbitrage, SA | 14,982 | $1.73M | 0.00% | +4,431+42.0% | Added |
| Engineers Gate Manager LP | 15,250 | $1.76M | 0.05% | +15,250 | New |
| Jefferies Financial Group Inc. | 15,600 | $1.80M | 0.04% | −16,717−51.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,790 | $1.82M | 0.01% | +15,790 | New |
| Campbell & CO Investment Adviser LLC | 17,816 | $2.05M | 0.18% | +12,555+238.6% | Added |
| Price T Rowe Associates Inc | 18,292 | $2.11M | 0.00% | +848+4.9% | Added |
| First Trust Advisors LP | 18,630 | $2.15M | 0.00% | +8,184+78.3% | Added |
| Ontario Teachers Pension Plan Board | 19,112 | $2.20M | 0.02% | +3,703+24.0% | Added |
| Polen Capital Management LLC | 19,642 | $2.26M | 0.01% | −470−2.3% | Reduced |
| Quantbot Technologies LP | 20,156 | $2.32M | 0.13% | +7,624+60.8% | Added |
| Azzad Asset Management Inc | 20,449 | $2.36M | 0.27% | +378+1.9% | Added |
| Texas Permanent School Fund | 20,782 | $2.39M | 0.02% | +280+1.4% | Added |
| Teachers Retirement System of the State of Kentucky | 21,248 | $2.45M | 0.02% | −8,483−28.5% | Reduced |
| LPL Financial LLC | 21,542 | $2.48M | 0.00% | −1,740−7.5% | Reduced |
| Walleye Capital LLC | 22,116 | $2.55M | 0.03% | +5,614+34.0% | Added |
| State of New Jersey Common Pension Fund D | 22,501 | $2.59M | 0.01% | −1,599−6.6% | Reduced |
| EULAV Asset Management | 23,000 | $2.65M | 0.07% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 23,298 | $2.68M | 0.45% | −7,245−23.7% | Reduced |
| Gotham Asset Management, LLC | 23,365 | $2.69M | 0.04% | −1,910−7.6% | Reduced |
| California State Teachers Retirement System | 23,754 | $2.74M | 0.00% | −1,308−5.2% | Reduced |
| MetLife Investment Management | 24,678 | $2.84M | 0.02% | −894−3.5% | Reduced |
| M&T Bank Corp | 24,712 | $2.85M | 0.01% | +6,334+34.5% | Added |
| Capital International Inc | 25,344 | $2.92M | 0.04% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 26,306 | $3.03M | 0.00% | −430−1.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,946 | $3.11M | 0.01% | +80+0.3% | Added |