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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 273 institutions
Q1 2021: 323 institutionsQ2 2021: 288 institutionsQ3 2021: 281 institutionsQ4 2021: 291 institutionsQ1 2022: 278 institutionsQ2 2022: 297 institutionsQ3 2022: 257 institutionsQ4 2022: 246 institutionsQ1 2023: 249 institutionsQ2 2023: 248 institutionsQ3 2023: 250 institutionsQ4 2023: 262 institutionsQ1 2024: 273 institutionsQ2 2024: 255 institutionsQ3 2024: 245 institutionsQ4 2024: 242 institutionsQ1 2025: 230 institutionsQ2 2025: 211 institutionsQ3 2025: 207 institutionsQ4 2025: 193 institutionsQ1 2026: 188 institutionsQ2 2026: 200 institutions
Value heldQ1 2024: $2.99B
Q1 2021: $5.55BQ2 2021: $5.73BQ3 2021: $5.75BQ4 2021: $6.18BQ1 2022: $4.94BQ2 2022: $4.06BQ3 2022: $2.32BQ4 2022: $2.84BQ1 2023: $2.68BQ2 2023: $3.07BQ3 2023: $3.18BQ4 2023: $3.20BQ1 2024: $2.99BQ2 2024: $2.28BQ3 2024: $1.49BQ4 2024: $1.44BQ1 2025: $1.28BQ2 2025: $676.7MQ3 2025: $578.8MQ4 2025: $476.3MQ1 2026: $304.9MQ2 2026: $649.9M
Institutions holding HELE and their total value by quarter
QuarterHoldersValue
Q2 2026200$649.9M
Q1 2026188$304.9M
Q4 2025193$476.3M
Q3 2025207$578.8M
Q2 2025211$676.7M
Q1 2025230$1.28B
Q4 2024242$1.44B
Q3 2024245$1.49B
Q2 2024255$2.28B
Q1 2024273$2.99B
Q4 2023262$3.20B
Q3 2023250$3.18B
Q2 2023248$3.07B
Q1 2023249$2.68B
Q4 2022246$2.84B
Q3 2022257$2.32B
Q2 2022297$4.06B
Q1 2022278$4.94B
Q4 2021291$6.18B
Q3 2021281$5.75B
Q2 2021288$5.73B
Q1 2021323$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.

Institutions holding HELE in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Headlands Technologies LLC1,743$200.9K0.05%+1,743New
Hazlett, Burt & Watson, Inc.1,540$177.0K0.11%−130−7.8%Reduced
Metropolitan Life Insurance Co1,240$142.9K0.01%−89−6.7%Reduced
Advisor Group Holdings, Inc.1,210$139.4K0.00%−5,397−81.7%Reduced
State of Wyoming1,203$138.6K0.02%+14+1.2%Added
Pflug Koory, LLC1,145$131.9K0.06%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,100$126.8K0.00%−700−38.9%Reduced
Royal Bank of Canada1,063$122.0K0.00%−5,745−84.4%Reduced
Tower Research Capital LLC (TRC)992$114.3K0.00%−3,621−78.5%Reduced
Shell Asset Management Co1,195$111.0K0.01%−120−9.1%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC619$71.3K0.00%+619New
Public Employees Retirement System of Ohio593$68.3K0.00%−9−1.5%Reduced
Bessemer Group Inc576$67.0K0.00%+349+153.7%Added
KBC Group NV566$65.0K0.00%+162+40.1%Added
Northwestern Mutual Wealth Management Co555$64.0K0.00%+300+117.6%Added
STRS Ohio300$35.0K0.00%−200−40.0%Reduced
TD Private Client Wealth LLC255$29.4K0.00%+69+37.1%Added
SOA Wealth Advisors, LLC.250$28.8K0.01%00.0%Unchanged
Planning Capital Management Corp248$28.6K0.02%00.0%Unchanged
Assetmark, Inc233$26.9K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.220$25.4K0.00%+46+26.4%Added
Principal Securities, Inc.184$21.2K0.00%−2−1.1%Reduced
Group One Trading, L.P.184$21.2K0.00%+184New
Fifth Third Bancorp177$20.4K0.00%+24+15.7%Added
Nomura Asset Management Co Ltd170$19.6K0.00%00.0%Unchanged
Whittier Trust Co170$19.6K0.00%−25−12.8%Reduced
Quarry LP138$15.9K0.01%+138New
Steward Partners Investment Advisory, LLC137$15.8K0.00%−9−6.2%Reduced
Rise Advisors, LLC127$14.6K0.01%+127New
First Horizon Advisors, Inc.118$13.6K0.00%00.0%Unchanged
Parallel Advisors, LLC102$11.8K0.00%00.0%Unchanged
Fernwood Investment Management, LLC99$11.4K0.00%+99New
Westside Investment Management, Inc.61$7.03K0.00%00.0%Unchanged
CWM, LLC59$7.00K0.00%+3+5.4%Added
Massmutual Trust Co FSB46$5.30K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC45$5.17K0.00%+45New
Smithfield Trust Co45$5.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC43$4.96K0.00%+33+330.0%Added
EverSource Wealth Advisors, LLC53$4.91K0.00%−66−55.5%Reduced
Farther Finance Advisors, LLC42$4.82K0.00%−32−43.2%Reduced
Sittner & Nelson, LLC40$4.61K0.00%00.0%Unchanged
Private Wealth Management Group, LLC35$4.03K0.00%00.0%Unchanged
Kelly Financial Services LLC31$3.57K0.00%00.0%Unchanged
Park Place Capital Corp29$3.34K0.00%+20+222.2%Added
Prestige Wealth Management Group LLC28$3.23K0.00%00.0%Unchanged
Mather Group, LLC.24$2.90K0.00%+24New
Proequities, Inc.25$2.88K0.00%00.0%Unchanged
Parkside Financial Bank & Trust25$2.88K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC23$2.65K0.00%+3+15.0%Added
Annis Gardner Whiting Capital Advisors, LLC22$2.54K0.00%00.0%Unchanged
Global Financial Private Client, LLC21$2.41K0.00%00.0%Unchanged
Quadrant Capital Group LLC19$2.19K0.00%00.0%Unchanged
Naples Money Management LLC18$2.07K0.00%−1−5.3%Reduced
Eagle Bay Advisors LLC17$1.96K0.00%+17New
GAMMA Investing LLC16$1.84K0.00%+11+220.0%Added
GWM Advisors LLC12$1.38K0.00%00.0%Unchanged
Huntington National Bank12$1.38K0.00%+12New
Bell Investment Advisors, Inc10$1.15K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc10$1.15K0.00%00.0%Unchanged
Asset Dedication, LLC12$1.00K0.00%00.0%Unchanged
Umb Bank N A7$8070.00%+7New
Whittier Trust Co of Nevada Inc6$6910.00%00.0%Unchanged
Geneos Wealth Management Inc.6$6910.00%+6New
SJS Investment Consulting Inc.5$5770.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$5770.00%00.0%Unchanged
Global Retirement Partners, LLC5$5760.00%00.0%Unchanged
SRS Capital Advisors, Inc.3$3460.00%00.0%Unchanged
Raffa Wealth Management, LLC2$2300.00%00.0%Unchanged
Glen Eagle Advisors, LLC2$2300.00%00.0%Unchanged
Toronto Dominion Bank1$1150.00%00.0%Unchanged
North Star Investment Management Corp.1$1150.00%00.0%Unchanged
Versant Capital Management, Inc1$1150.00%00.0%Unchanged
Covestor Ltd1$00.00%00.0%Unchanged
Susquehanna International Group, LLP0$00.00%−97,343−100.0%Sold out
Advantage Alpha Capital Partners LP0$00.00%−23,235−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−7,131−100.0%Sold out
Two Sigma Investments, LP0$00.00%−6,100−100.0%Sold out
Nomura Holdings Inc0$00.00%−5,900−100.0%Sold out
Versor Investments LP0$00.00%−4,820−100.0%Sold out
Seven Eight Capital, LP0$00.00%−4,025−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−3,994−100.0%Sold out
Point72 Middle East FZE0$00.00%−3,507−100.0%Sold out
Crossmark Global Holdings, Inc.0$00.00%−3,008−100.0%Sold out
Strong Tower Advisory Services0$00.00%−2,368−100.0%Sold out
Axq Capital, LP0$00.00%−2,309−100.0%Sold out
JustInvest LLC0$00.00%−2,088−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−1,908−100.0%Sold out
Corton Capital Inc.0$00.00%−1,749−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,071−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−700−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−132−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−42−100.0%Sold out
LM Advisors LLC0$00.00%−39−100.0%Sold out
Larson Financial Group LLC0$00.00%−38−100.0%Sold out
Bruce G. Allen Investments, LLC0$00.00%−21−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−11−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−6−100.0%Sold out