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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.

Q2 2024 vs. Q1 2024

How the institutions holding Helen of Troy Ltd changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of HELE: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders2734255−14
Shares26.0M37.3K24.5M−1.40M (−5.4%)
Value$2.99B$4.27M$2.28B−$713.3M (−23.9%)

4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Helen of Troy Ltd at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to HELE in Q2 2024
InstitutionSharesValue% of portfolio
William Blair Investment Management, LLC320,779$29.7M0.08%
Susquehanna International Group, LLP61,082$5.66M0.01%
Nordea Investment Management AB48,682$4.57M0.01%
Corebridge Financial, Inc.42,728$3.96M0.02%
Seven Eight Capital, LP14,416$1.34M0.14%
Mirae Asset Global ETFs Holdings Ltd.12,046$1.12M0.00%
Algert Global LLC8,943$829.4K0.03%
Two Sigma Investments, LP6,779$628.7K0.00%
Janney Montgomery Scott LLC6,209$576.0K0.00%
Intech Investment Management LLC5,356$496.7K0.01%
Sherbrooke Park Advisers LLC4,699$435.8K0.08%
Gsa Capital Partners LLP3,827$355.0K0.02%
QRG Capital Management, Inc.3,113$288.7K0.00%
Verdence Capital Advisors LLC2,917$270.5K0.02%
Mercer Global Advisors Inc2,915$270.3K0.00%
Congress Wealth Management LLC2,335$216.5K0.00%
Aquatic Capital Management LLC1,300$120.6K0.00%
Clearstead Advisors, LLC1,298$120.4K0.00%
Amundi1,172$107.4K0.00%
nVerses Capital, LLC300$27.8K0.02%
J.Safra Asset Management Corp15$1.39K0.00%
Stephens Consulting, LLC12$1.11K0.00%
Allworth Financial LP10$5680.00%
Rothschild Investment LLC5$4640.00%
CVA Family Office, LLC5$4640.00%
Smartleaf Asset Management LLC2$1880.00%
TFC Financial Management1$930.00%

Sold out (41)

Institutions that held Helen of Troy Ltd at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of HELE in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Capital Research Global Investors1,086,151$125.2M
Lord, Abbett & Co. LLC197,339$22.7M
Moody Aldrich Partners LLC51,518$5.94M
Twinbeech Capital LP46,808$5.39M
American International Group, Inc.42,965$4.95M
EULAV Asset Management23,000$2.65M
Texas Permanent School Fund20,782$2.39M
Polen Capital Management LLC19,642$2.26M
Schonfeld Strategic Advisors LLC15,790$1.82M
Engineers Gate Manager LP15,250$1.76M
Renaissance Technologies LLC13,010$1.50M
Semanteon Capital Management, LP10,774$1.24M
Mirae Asset Global Investments Co., Ltd.10,349$914.2K
ClariVest Asset Management LLC6,835$787.7K
Squarepoint Ops LLC6,767$779.8K
HSBC Holdings PLC6,372$734.3K
Glenmede Trust Co NA6,142$707.8K
Bayesian Capital Management, LP6,025$694.3K
Teza Capital Management LLC5,384$620.5K
Nebula Research & Development LLC5,306$611.5K
HRT Financial LP5,092$586.0K
Brinker Capital Investments, LLC5,065$583.7K
Orion Portfolio Solutions, LLC5,065$583.7K
Fox Run Management, L.L.C.2,867$330.4K
AlphaMark Advisors, LLC2,520$290.0K
Capula Management Ltd2,416$278.4K
MQS Management LLC2,222$256.1K
Entropy Technologies, LP2,078$239.5K
NBC Securities, Inc.2,021$232.0K
Wolverine Trading, LLC1,958$225.6K
Keebeck Alpha, LP1,896$218.5K
ARGA Investment Management, LP1,893$218.1K
Prelude Capital Management, LLC1,820$209.7K
Metropolitan Life Insurance Co1,240$142.9K
STRS Ohio300$35.0K
SOA Wealth Advisors, LLC.250$28.8K
Group One Trading, L.P.184$21.2K
Fernwood Investment Management, LLC99$11.4K
Park Place Capital Corp29$3.34K
Geneos Wealth Management Inc.6$691
Glen Eagle Advisors, LLC2$230

Not filed for Q2 2024 yet (4)

Institutions that held Helen of Troy Ltd at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HELE in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG32,349$3.73M
Cubic Asset Management, LLC2,610$300.8K
Pflug Koory, LLC1,145$131.9K
Shell Asset Management Co1,195$111.0K