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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 29,819 | $3.44M | 0.01% | +82+0.3% | Added |
| Ambassador Advisors, LLC | 30,004 | $3.46M | 0.63% | +266+0.9% | Added |
| Deutsche Bank AG | 30,337 | $3.50M | 0.00% | +628+2.1% | Added |
| New York State Teachers Retirement System | 30,637 | $3.53M | 0.01% | +100+0.3% | Added |
| American Century Companies Inc | 31,196 | $3.60M | 0.00% | +7,986+34.4% | Added |
| Credit Suisse AG | 32,349 | $3.73M | 0.00% | +3,231+11.1% | Added |
| UBS Asset Management Americas Inc | 35,100 | $4.04M | 0.00% | +3,655+11.6% | Added |
| UBS Group AG | 36,410 | $4.20M | 0.00% | +22,684+165.3% | Added |
| Legal & General Group Plc | 37,208 | $4.29M | 0.00% | −27−0.1% | Reduced |
| Ameriprise Financial Inc | 38,178 | $4.40M | 0.00% | −1,756−4.4% | Reduced |
| Bridgewater Associates, LP | 38,273 | $4.41M | 0.02% | −5,539−12.6% | Reduced |
| Russell Investments Group, Ltd. | 40,262 | $4.64M | 0.01% | +684+1.7% | Added |
| Wells Fargo & Company | 40,990 | $4.72M | 0.00% | +3,726+10.0% | Added |
| Gladstone Institutional Advisory LLC | 41,711 | $4.81M | 0.26% | +4,149+11.0% | Added |
| American International Group, Inc. | 42,965 | $4.95M | 0.02% | −740−1.7% | Reduced |
| California Public Employees Retirement System | 44,394 | $5.12M | 0.00% | +2,790+6.7% | Added |
| Tudor Investment Corp Et Al | 46,610 | $5.37M | 0.07% | +18,258+64.4% | Added |
| Swiss National Bank | 46,800 | $5.39M | 0.00% | 00.0% | Unchanged |
| Twinbeech Capital LP | 46,808 | $5.39M | 0.11% | +46,808 | New |
| Capital Fund Management S.A. | 47,033 | $5.42M | 0.07% | −24,015−33.8% | Reduced |
| Peregrine Capital Management LLC | 47,243 | $5.44M | 0.16% | −2,845−5.7% | Reduced |
| Alliancebernstein L.P. | 49,004 | $5.65M | 0.00% | −360−0.7% | Reduced |
| Moody Aldrich Partners LLC | 51,518 | $5.94M | 1.01% | −1,211−2.3% | Reduced |
| SEI Investments Co | 51,801 | $5.97M | 0.01% | −13,375−20.5% | Reduced |
| Jane Street Group, LLC | 52,564 | $6.06M | 0.01% | −54,706−51.0% | Reduced |
| Invesco Ltd. | 52,917 | $6.10M | 0.00% | −27,656−34.3% | Reduced |
| Lazard Asset Management LLC | 54,955 | $6.33M | 0.01% | −102,128−65.0% | Reduced |
| Creative Planning | 56,781 | $6.54M | 0.01% | +79+0.1% | Added |
| Envestnet Asset Management Inc | 57,109 | $6.58M | 0.00% | +6,191+12.2% | Added |
| Landscape Capital Management, L.L.C. | 58,073 | $6.69M | 0.58% | +58,073 | New |
| Chartwell Investment Partners, LLC | 64,423 | $7.42M | 0.26% | −16,021−19.9% | Reduced |
| Citadel Advisors LLC | 76,563 | $8.82M | 0.01% | +41,922+121.0% | Added |
| Barclays PLC | 79,648 | $9.18M | 0.00% | −26,629−25.1% | Reduced |
| AQR Capital Management LLC | 81,141 | $9.35M | 0.02% | +3,428+4.4% | Added |
| Wellington Management Group LLP | 81,388 | $9.38M | 0.00% | −4,535−5.3% | Reduced |
| First Eagle Investment Management, LLC | 83,219 | $9.59M | 0.02% | +3,680+4.6% | Added |
| Kennedy Capital Management, Inc. | 87,701 | $10.1M | 0.21% | +32,321+58.4% | Added |
| Public Employees Retirement Association of Colorado | 89,089 | $10.3M | 0.04% | −851−0.9% | Reduced |
| Rhumbline Advisers | 89,238 | $10.3M | 0.01% | +982+1.1% | Added |
| Nuveen Asset Management, LLC | 91,351 | $10.5M | 0.00% | +1,056+1.2% | Added |
| Principal Financial Group Inc | 98,942 | $11.4M | 0.01% | −1,811−1.8% | Reduced |
| Cardinal Capital Management LLC | 126,220 | $14.5M | 0.73% | −16,658−11.7% | Reduced |
| D. E. Shaw & Co., Inc. | 146,061 | $16.8M | 0.02% | −17,912−10.9% | Reduced |
| Morgan Stanley | 169,861 | $19.6M | 0.00% | +17,777+11.7% | Added |
| Systematic Financial Management LP | 193,109 | $22.3M | 0.62% | +32,041+19.9% | Added |
| GW&K Investment Management, LLC | 194,314 | $22.4M | 0.20% | −2,192−1.1% | Reduced |
| Royce & Associates LP | 196,022 | $22.6M | 0.20% | −3,016−1.5% | Reduced |
| Lord, Abbett & Co. LLC | 197,339 | $22.7M | 0.07% | −4,838−2.4% | Reduced |
| Bank of America Corp | 197,356 | $22.7M | 0.00% | +15,972+8.8% | Added |
| Bank of New York Mellon Corp | 232,601 | $26.8M | 0.01% | −10,016−4.1% | Reduced |
| Man Group plc | 233,536 | $26.9M | 0.07% | −14,788−6.0% | Reduced |
| Goldman Sachs Group Inc | 233,948 | $27.0M | 0.01% | −23,102−9.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 236,315 | $27.2M | 0.12% | +38,074+19.2% | Added |
| Norges Bank | 241,806 | $27.9M | 0.00% | +15,169+6.7% | Added |
| Northern Trust Corp | 273,948 | $31.6M | 0.01% | −30,668−10.1% | Reduced |
| Massachusetts Financial Services Co | 328,152 | $37.8M | 0.01% | −1,223−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 341,411 | $39.3M | 0.01% | +6,568+2.0% | Added |
| Capital International Investors | 360,102 | $41.5M | 0.01% | +44,758+14.2% | Added |
| Fisher Asset Management, LLC | 415,463 | $47.9M | 0.02% | −3,680−0.9% | Reduced |
| Macquarie Group Ltd | 541,465 | $62.4M | 0.07% | +46,548+9.4% | Added |
| Geode Capital Management, LLC | 559,291 | $64.5M | 0.01% | +20,052+3.7% | Added |
| Capital World Investors | 600,000 | $69.1M | 0.01% | −85,000−12.4% | Reduced |
| Earnest Partners LLC | 648,515 | $74.7M | 0.34% | +63,595+10.9% | Added |
| Snyder Capital Management L P | 677,813 | $78.1M | 1.67% | +191,641+39.4% | Added |
| JPMorgan Chase & Co | 785,474 | $90.5M | 0.01% | +8,558+1.1% | Added |
| State Street Corp | 844,083 | $97.3M | 0.00% | +9,366+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 920,098 | $106.0M | 0.17% | +13,206+1.5% | Added |
| Dimensional Fund Advisors LP | 1,050,647 | $121.1M | 0.03% | +7,892+0.8% | Added |
| Capital Research Global Investors | 1,086,151 | $125.2M | 0.03% | −674,878−38.3% | Reduced |
| Cooke & Bieler LP | 1,877,471 | $216.4M | 2.00% | −121,254−6.1% | Reduced |
| Vanguard Group Inc | 2,403,729 | $277.0M | 0.01% | +920.0% | Added |
| BlackRock Inc. | 2,819,874 | $325.0M | 0.01% | −2,205−0.1% | Reduced |
| FMR LLC | 3,445,220 | $397.0M | 0.03% | +112,007+3.4% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −97,343−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −23,235−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −7,131−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,820−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,025−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −3,994−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,507−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −3,008−100.0% | Sold out |
| Strong Tower Advisory Services | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,309−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −2,088−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −1,908−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −1,749−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |