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, Q2 2024
Institutional positions in Helen of Troy Ltd as of Jun 30, 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
- 255
- −14 vs. Q1 2024
- Shares held
- 24.5M
- −1.40M (−5.4%) vs. Q1 2024
- Total value
- $2.28B
- −$713.3M (−23.9%) vs. Q1 2024
- New holders
- 27
- 87 more added
- Sold out
- 41
- 89 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3,482,545 | $323.0M | 0.02% | +37,325+1.1% | Added |
| BlackRock Inc. | 2,811,123 | $260.7M | 0.01% | −8,751−0.3% | Reduced |
| Vanguard Group Inc | 2,382,420 | $220.9M | 0.00% | −21,309−0.9% | Reduced |
| Cooke & Bieler LP | 1,913,566 | $177.5M | 1.71% | +36,095+1.9% | Added |
| Dimensional Fund Advisors LP | 1,153,414 | $107.0M | 0.03% | +102,767+9.8% | Added |
| Allspring Global Investments Holdings, LLC | 878,344 | $81.5M | 0.13% | −41,754−4.5% | Reduced |
| State Street Corp | 863,099 | $80.0M | 0.00% | +19,016+2.3% | Added |
| Earnest Partners LLC | 666,256 | $61.8M | 0.29% | +17,741+2.7% | Added |
| Snyder Capital Management L P | 629,896 | $58.4M | 1.31% | −47,917−7.1% | Reduced |
| Capital World Investors | 600,000 | $55.6M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 583,677 | $54.1M | 0.00% | +24,386+4.4% | Added |
| Macquarie Group Ltd | 518,420 | $48.1M | 0.06% | −23,045−4.3% | Reduced |
| Capital International Investors | 421,921 | $39.1M | 0.01% | +61,819+17.2% | Added |
| Fisher Asset Management, LLC | 416,973 | $38.7M | 0.02% | +1,510+0.4% | Added |
| Charles Schwab Investment Management Inc | 357,062 | $33.1M | 0.01% | +15,651+4.6% | Added |
| Massachusetts Financial Services Co | 322,343 | $29.9M | 0.01% | −5,809−1.8% | Reduced |
| William Blair Investment Management, LLC | 320,779 | $29.7M | 0.08% | +320,779 | New |
| Norges Bank | 286,630 | $26.6M | 0.00% | +44,824+18.5% | Added |
| Northern Trust Corp | 280,968 | $26.1M | 0.00% | +7,020+2.6% | Added |
| Royce & Associates LP | 245,886 | $22.8M | 0.21% | +49,864+25.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 236,214 | $21.9M | 0.09% | −1010.0% | Reduced |
| Bank of New York Mellon Corp | 222,926 | $20.7M | 0.00% | −9,675−4.2% | Reduced |
| Man Group plc | 214,398 | $19.9M | 0.05% | −19,138−8.2% | Reduced |
| Bank of America Corp | 203,858 | $18.9M | 0.00% | +6,502+3.3% | Added |
| Invesco Ltd. | 194,315 | $18.0M | 0.00% | +141,398+267.2% | Added |
| Systematic Financial Management LP | 193,869 | $18.0M | 0.55% | +760+0.4% | Added |
| GW&K Investment Management, LLC | 187,595 | $17.4M | 0.16% | −6,719−3.5% | Reduced |
| Morgan Stanley | 181,572 | $16.8M | 0.00% | +11,711+6.9% | Added |
| D. E. Shaw & Co., Inc. | 157,970 | $14.7M | 0.02% | +11,909+8.2% | Added |
| Goldman Sachs Group Inc | 141,671 | $13.1M | 0.00% | −92,277−39.4% | Reduced |
| Kennedy Capital Management, Inc. | 133,263 | $12.4M | 0.26% | +45,562+52.0% | Added |
| Wellington Management Group LLP | 123,581 | $11.5M | 0.00% | +42,193+51.8% | Added |
| Citadel Advisors LLC | 94,084 | $8.73M | 0.01% | +17,521+22.9% | Added |
| Nuveen Asset Management, LLC | 92,714 | $8.60M | 0.00% | +1,363+1.5% | Added |
| Landscape Capital Management, L.L.C. | 92,188 | $8.55M | 0.72% | +34,115+58.7% | Added |
| Principal Financial Group Inc | 90,516 | $8.39M | 0.00% | −8,426−8.5% | Reduced |
| Public Employees Retirement Association of Colorado | 88,787 | $8.23M | 0.03% | −302−0.3% | Reduced |
| Rhumbline Advisers | 87,555 | $8.12M | 0.01% | −1,683−1.9% | Reduced |
| SEI Investments Co | 85,229 | $7.90M | 0.01% | +33,428+64.5% | Added |
| AQR Capital Management LLC | 78,155 | $7.25M | 0.01% | −2,986−3.7% | Reduced |
| JPMorgan Chase & Co | 77,969 | $7.23M | 0.00% | −707,505−90.1% | Reduced |
| UBS Group AG | 77,944 | $7.23M | 0.00% | +41,534+114.1% | Added |
| Jane Street Group, LLC | 75,117 | $6.97M | 0.01% | +22,553+42.9% | Added |
| Russell Investments Group, Ltd. | 68,260 | $6.33M | 0.01% | +27,998+69.5% | Added |
| Verition Fund Management LLC | 66,989 | $6.21M | 0.05% | +55,924+505.4% | Added |
| Chartwell Investment Partners, LLC | 62,507 | $5.80M | 0.20% | −1,916−3.0% | Reduced |
| Susquehanna International Group, LLP | 61,082 | $5.66M | 0.01% | +61,082 | New |
| Creative Planning | 56,563 | $5.25M | 0.01% | −218−0.4% | Reduced |
| Gladstone Institutional Advisory LLC | 54,709 | $5.07M | 0.26% | +12,998+31.2% | Added |
| Ameriprise Financial Inc | 54,260 | $5.03M | 0.00% | +16,082+42.1% | Added |
| Marshall Wace, LLP | 51,302 | $4.76M | 0.01% | +47,290+1,178.7% | Added |
| Envestnet Asset Management Inc | 51,269 | $4.75M | 0.00% | −5,840−10.2% | Reduced |
| Nordea Investment Management AB | 48,682 | $4.57M | 0.01% | +48,682 | New |
| Alliancebernstein L.P. | 48,604 | $4.51M | 0.00% | −400−0.8% | Reduced |
| Peregrine Capital Management LLC | 47,084 | $4.37M | 0.13% | −159−0.3% | Reduced |
| Swiss National Bank | 46,800 | $4.34M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 43,203 | $4.01M | 0.00% | +2,213+5.4% | Added |
| Corebridge Financial, Inc. | 42,728 | $3.96M | 0.02% | +42,728 | New |
| California Public Employees Retirement System | 40,902 | $3.79M | 0.00% | −3,492−7.9% | Reduced |
| American Century Companies Inc | 38,401 | $3.56M | 0.00% | +7,205+23.1% | Added |
| Legal & General Group Plc | 37,723 | $3.50M | 0.00% | +515+1.4% | Added |
| Dark Forest Capital Management LP | 35,955 | $3.33M | 0.61% | +12,657+54.3% | Added |
| Lazard Asset Management LLC | 35,833 | $3.32M | 0.00% | −19,122−34.8% | Reduced |
| Capital Fund Management S.A. | 33,062 | $3.07M | 0.03% | −13,971−29.7% | Reduced |
| Millennium Management LLC | 32,709 | $3.03M | 0.00% | +19,904+155.4% | Added |
| Bridgewater Associates, LP | 32,652 | $3.03M | 0.02% | −5,621−14.7% | Reduced |
| Azzad Asset Management Inc | 31,487 | $2.92M | 0.34% | +11,038+54.0% | Added |
| Ambassador Advisors, LLC | 30,837 | $2.86M | 0.52% | +833+2.8% | Added |
| First Trust Advisors LP | 30,161 | $2.80M | 0.00% | +11,531+61.9% | Added |
| New York State Teachers Retirement System | 30,037 | $2.79M | 0.01% | −600−2.0% | Reduced |
| Walleye Capital LLC | 29,518 | $2.74M | 0.03% | +7,402+33.5% | Added |
| Retirement Systems of Alabama | 29,387 | $2.73M | 0.01% | −432−1.4% | Reduced |
| Barclays PLC | 29,015 | $2.69M | 0.00% | −50,633−63.6% | Reduced |
| Deutsche Bank AG | 28,549 | $2.65M | 0.00% | −1,788−5.9% | Reduced |
| UBS Asset Management Americas Inc | 26,723 | $2.48M | 0.00% | −8,377−23.9% | Reduced |
| Manufacturers Life Insurance Company, The | 26,566 | $2.46M | 0.00% | +260+1.0% | Added |
| Tower Research Capital LLC (TRC) | 26,296 | $2.44M | 0.04% | +25,304+2,550.8% | Added |
| MetLife Investment Management | 25,853 | $2.40M | 0.01% | +1,175+4.8% | Added |
| Capital International Inc | 25,344 | $2.35M | 0.03% | 00.0% | Unchanged |
| Holocene Advisors, LP | 25,053 | $2.32M | 0.01% | +19,436+346.0% | Added |
| M&T Bank Corp | 24,712 | $2.29M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 23,170 | $2.15M | 0.00% | −584−2.5% | Reduced |
| LPL Financial LLC | 21,167 | $1.96M | 0.00% | −375−1.7% | Reduced |
| First Eagle Investment Management, LLC | 20,219 | $1.88M | 0.00% | −63,000−75.7% | Reduced |
| Graham Capital Management, L.P. | 19,809 | $1.84M | 0.06% | +8,006+67.8% | Added |
| Cardinal Capital Management LLC | 19,333 | $1.79M | 0.49% | −106,887−84.7% | Reduced |
| Price T Rowe Associates Inc | 19,058 | $1.77M | 0.00% | +766+4.2% | Added |
| State of New Jersey Common Pension Fund D | 18,143 | $1.68M | 0.01% | −4,358−19.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,218 | $1.60M | 0.01% | −4,030−19.0% | Reduced |
| State of Wisconsin Investment Board | 16,712 | $1.55M | 0.00% | +14,828+787.0% | Added |
| Seven Eight Capital, LP | 14,416 | $1.34M | 0.14% | +14,416 | New |
| Mutual of America Capital Management LLC | 13,634 | $1.26M | 0.01% | −515−3.6% | Reduced |
| Nierenberg Investment Management Company, Inc. | 13,080 | $1.21M | 0.71% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 12,594 | $1.17M | 0.01% | −34,016−73.0% | Reduced |
| QSV Equity Investors LLC | 12,240 | $1.14M | 1.18% | −76−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,046 | $1.12M | 0.00% | +12,046 | New |
| Wellington Shields Capital Management, LLC | 11,800 | $1.09M | 0.20% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 11,800 | $1.09M | 0.00% | +1,878+18.9% | Added |
| Amalgamated Bank | 11,566 | $1.07M | 0.01% | −890−7.1% | Reduced |
| Janus Henderson Group PLC | 11,260 | $1.04M | 0.00% | −121−1.1% | Reduced |