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 |
|---|---|---|---|---|---|
| Nierenberg Investment Management Company, Inc. | 13,080 | $1.51M | 0.88% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 13,010 | $1.50M | 0.00% | +9,100+232.7% | Added |
| Millennium Management LLC | 12,805 | $1.48M | 0.00% | −43,418−77.2% | Reduced |
| Amalgamated Bank | 12,456 | $1.44M | 0.01% | −1,384−10.0% | Reduced |
| QSV Equity Investors LLC | 12,316 | $1.42M | 1.37% | +24+0.2% | Added |
| Graham Capital Management, L.P. | 11,803 | $1.36M | 0.04% | +6,786+135.3% | Added |
| Wellington Shields Capital Management, LLC | 11,800 | $1.36M | 0.26% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,537 | $1.33M | 0.14% | +11,537 | New |
| Janus Henderson Group PLC | 11,381 | $1.31M | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 11,271 | $1.30M | 0.02% | +198+1.8% | Added |
| Verition Fund Management LLC | 11,065 | $1.28M | 0.01% | +8,828+394.6% | Added |
| Yousif Capital Management, LLC | 10,820 | $1.25M | 0.01% | −279−2.5% | Reduced |
| Semanteon Capital Management, LP | 10,774 | $1.24M | 0.79% | +10,774 | New |
| Anchor Capital Advisors LLC | 10,323 | $1.19M | 0.03% | −53−0.5% | Reduced |
| Centiva Capital, LP | 10,147 | $1.17M | 0.07% | +3,862+61.4% | Added |
| Arrowstreet Capital, Limited Partnership | 9,922 | $1.14M | 0.00% | −3,017−23.3% | Reduced |
| US Bancorp | 9,799 | $1.13M | 0.00% | −3,241−24.9% | Reduced |
| New York State Common Retirement Fund | 9,700 | $1.12M | 0.00% | +200+2.1% | Added |
| PEAK6 Investments LLC | 9,349 | $1.08M | 0.05% | −5,287−36.1% | Reduced |
| Qube Research & Technologies Ltd | 9,306 | $1.07M | 0.00% | +8,441+975.8% | Added |
| Cornercap Investment Counsel Inc | 9,163 | $1.06M | 0.16% | +16+0.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9,000 | $1.04M | 0.53% | +1,000+12.5% | Added |
| GHP Investment Advisors, Inc. | 8,562 | $986.7K | 0.05% | −1,667−16.3% | Reduced |
| Captrust Financial Advisors | 8,530 | $983.0K | 0.00% | +1,743+25.7% | Added |
| Ensign Peak Advisors, Inc | 8,184 | $943.1K | 0.00% | −413−4.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,349 | $914.2K | 0.00% | −1,322−11.3% | Reduced |
| Franklin Resources Inc | 7,919 | $912.6K | 0.00% | −380−4.6% | Reduced |
| Voya Investment Management LLC | 7,749 | $893.0K | 0.00% | −1,658−17.6% | Reduced |
| Ameritas Investment Partners, Inc. | 7,636 | $880.0K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 7,513 | $865.8K | 0.00% | +3,368+81.3% | Added |
| Victory Capital Management Inc | 7,367 | $849.0K | 0.00% | +431+6.2% | Added |
| Bank of Montreal | 7,266 | $843.7K | 0.00% | −18,571−71.9% | Reduced |
| Voloridge Investment Management, LLC | 7,301 | $841.4K | 0.00% | −19,411−72.7% | Reduced |
| Oarsman Capital, Inc. | 7,231 | $833.3K | 0.20% | −1,374−16.0% | Reduced |
| Virtu Financial LLC | 7,075 | $815.0K | 0.06% | +7,075 | New |
| ClariVest Asset Management LLC | 6,835 | $787.7K | 0.08% | +7+0.1% | Added |
| Louisiana State Employees Retirement System | 6,800 | $783.6K | 0.02% | +100+1.5% | Added |
| Squarepoint Ops LLC | 6,767 | $779.8K | 0.00% | +6,767 | New |
| Arizona State Retirement System | 6,526 | $752.1K | 0.01% | −111−1.7% | Reduced |
| HSBC Holdings PLC | 6,372 | $734.3K | 0.00% | +3,647+133.8% | Added |
| Glenmede Trust Co NA | 6,142 | $707.8K | 0.00% | −46−0.7% | Reduced |
| Bayesian Capital Management, LP | 6,025 | $694.3K | 0.07% | −700−10.4% | Reduced |
| Thrivent Financial for Lutherans | 5,951 | $686.0K | 0.00% | +20+0.3% | Added |
| Teacher Retirement System of Texas | 5,898 | $680.0K | 0.00% | +3,168+116.0% | Added |
| Canada Pension Plan Investment Board | 5,900 | $679.9K | 0.00% | −24,800−80.8% | Reduced |
| Oregon Public Employees Retirement Fund | 5,860 | $675.3K | 0.01% | −800−12.0% | Reduced |
| Mariner, LLC | 5,829 | $671.7K | 0.00% | +2,532+76.8% | Added |
| State of Michigan Retirement System | 5,827 | $671.5K | 0.00% | +100+1.7% | Added |
| Nisa Investment Advisors, LLC | 5,751 | $662.7K | 0.00% | +19+0.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 5,703 | $657.2K | 0.09% | +5,703 | New |
| Holocene Advisors, LP | 5,617 | $647.3K | 0.00% | −340−5.7% | Reduced |
| State Board of Administration of Florida Retirement System | 6,612 | $629.3K | 0.00% | −260−3.8% | Reduced |
| ProShare Advisors LLC | 5,434 | $626.2K | 0.00% | +246+4.7% | Added |
| Teza Capital Management LLC | 5,384 | $620.5K | 0.08% | +5,384 | New |
| Nebula Research & Development LLC | 5,306 | $611.5K | 0.13% | +5,306 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,253 | $605.4K | 0.00% | +14+0.3% | Added |
| HRT Financial LP | 5,092 | $586.0K | 0.00% | +854+20.2% | Added |
| 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 |
| Meeder Asset Management Inc | 5,027 | $579.3K | 0.04% | +5,027 | New |
| Handelsbanken Fonder AB | 4,951 | $571.0K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 4,900 | $565.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,700 | $541.6K | 0.00% | −276−5.5% | Reduced |
| Commerce Bank | 4,597 | $529.8K | 0.00% | −92−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 4,434 | $511.0K | 0.00% | +273+6.6% | Added |
| Scientech Research LLC | 4,414 | $508.7K | 0.27% | +4,414 | New |
| Toroso Investments, LLC | 4,046 | $466.3K | 0.01% | +6+0.1% | Added |
| Marshall Wace, LLP | 4,012 | $462.3K | 0.00% | −14,735−78.6% | Reduced |
| Federated Hermes, Inc. | 3,866 | $445.5K | 0.00% | +829+27.3% | Added |
| Pacer Advisors, Inc. | 3,532 | $407.0K | 0.00% | −30−0.8% | Reduced |
| Xponance, Inc. | 3,428 | $395.0K | 0.00% | +10+0.3% | Added |
| Connable Office Inc | 3,232 | $372.5K | 0.04% | +489+17.8% | Added |
| Raymond James & Associates | 3,225 | $371.6K | 0.00% | −111−3.3% | Reduced |
| HGK Asset Management Inc | 3,182 | $366.7K | 0.07% | +543+20.6% | Added |
| CWM Advisors, LLC | 3,084 | $355.4K | 0.04% | −93−2.9% | Reduced |
| Integrated Investment Consultants, LLC | 3,075 | $354.4K | 0.10% | +185+6.4% | Added |
| EntryPoint Capital, LLC | 3,037 | $350.0K | 0.31% | +2,155+244.3% | Added |
| Henshaw Capital LLC | 2,961 | $341.2K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 2,875 | $331.3K | 0.00% | +48+1.7% | Added |
| Prudential Financial Inc | 2,870 | $330.7K | 0.00% | +111+4.0% | Added |
| Fox Run Management, L.L.C. | 2,867 | $330.4K | 0.07% | +2,867 | New |
| State of Alaska, Department of Revenue | 2,627 | $302.0K | 0.00% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 2,610 | $300.8K | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,598 | $299.4K | 0.00% | +6+0.2% | Added |
| Pictet Asset Management Holding SA | 2,552 | $294.1K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,520 | $290.0K | 0.10% | +260+11.5% | Added |
| Capula Management Ltd | 2,416 | $278.4K | 0.01% | +2,416 | New |
| Pier 88 Investment Partners LLC | 2,315 | $266.8K | 0.07% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 2,286 | $263.2K | 0.00% | +2,286 | New |
| SG Americas Securities, LLC | 2,239 | $258.0K | 0.00% | +112+5.3% | Added |
| MQS Management LLC | 2,222 | $256.1K | 0.15% | +2,222 | New |
| Entropy Technologies, LP | 2,078 | $239.5K | 0.03% | +2,078 | New |
| Vestcor Inc | 2,071 | $239.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,021 | $232.0K | 0.02% | −128−6.0% | Reduced |
| Wolverine Trading, LLC | 1,958 | $225.6K | 0.00% | +1,958 | New |
| Securian Asset Management, Inc | 1,941 | $223.7K | 0.01% | −100−4.9% | Reduced |
| Keebeck Alpha, LP | 1,896 | $218.5K | 0.14% | +1,896 | New |
| ARGA Investment Management, LP | 1,893 | $218.1K | 0.01% | +1,893 | New |
| State of Wisconsin Investment Board | 1,884 | $217.1K | 0.00% | −368−16.3% | Reduced |
| Prelude Capital Management, LLC | 1,820 | $209.7K | 0.01% | +1,820 | New |