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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $93 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $93 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $93 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $185 | 0.00% | −10−83.3% | Reduced |
| Raffa Wealth Management, LLC | 2 | $185 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2 | $188 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 5 | $464 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5 | $464 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $464 | 0.00% | +5 | New |
| CVA Family Office, LLC | 5 | $464 | 0.00% | +5 | New |
| Whittier Trust Co of Nevada Inc | 6 | $556 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $557 | 0.00% | +1+20.0% | Added |
| Allworth Financial LP | 10 | $568 | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 10 | $927 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12 | $1.11K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $1.11K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 12 | $1.11K | 0.00% | +12 | New |
| J.Safra Asset Management Corp | 15 | $1.39K | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 15 | $1.39K | 0.00% | +5+50.0% | Added |
| Umb Bank N A | 16 | $1.48K | 0.00% | +9+128.6% | Added |
| Versant Capital Management, Inc | 16 | $1.48K | 0.00% | +15+1,500.0% | Added |
| Eagle Bay Advisors LLC | 17 | $1.58K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 19 | $1.76K | 0.00% | −6−24.0% | Reduced |
| Quadrant Capital Group LLC | 19 | $1.76K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $1.85K | 0.00% | −3−13.0% | Reduced |
| Global Financial Private Client, LLC | 21 | $1.95K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $2.04K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 24 | $2.16K | 0.00% | +6+33.3% | Added |
| Parkside Financial Bank & Trust | 25 | $2.32K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $2.60K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 24 | $2.77K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 31 | $2.88K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 36 | $3.34K | 0.00% | +33+1,100.0% | Added |
| EverSource Wealth Advisors, LLC | 58 | $3.43K | 0.00% | +5+9.4% | Added |
| Sittner & Nelson, LLC | 40 | $3.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $3.99K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $4.27K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 58 | $5.38K | 0.00% | +23+65.7% | Added |
| Westside Investment Management, Inc. | 61 | $5.66K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 67 | $6.21K | 0.00% | +51+318.8% | Added |
| First Horizon Advisors, Inc. | 83 | $7.70K | 0.00% | −35−29.7% | Reduced |
| Farther Finance Advisors, LLC | 86 | $7.74K | 0.00% | +44+104.8% | Added |
| Parallel Advisors, LLC | 102 | $9.46K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 | $11.2K | 0.00% | −498−80.5% | Reduced |
| Rise Advisors, LLC | 127 | $11.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 137 | $12.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 145 | $12.9K | 0.00% | +100+222.2% | Added |
| Principal Securities, Inc. | 150 | $13.9K | 0.00% | −34−18.5% | Reduced |
| Whittier Trust Co | 170 | $15.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $15.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 200 | $18.5K | 0.00% | +23+13.0% | Added |
| Assetmark, Inc | 233 | $21.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 226 | $22.0K | 0.00% | −350−60.8% | Reduced |
| Planning Capital Management Corp | 248 | $23.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 253 | $23.5K | 0.01% | +115+83.3% | Added |
| TD Private Client Wealth LLC | 255 | $23.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 280 | $26.0K | 0.00% | +221+374.6% | Added |
| nVerses Capital, LLC | 300 | $27.8K | 0.02% | +300 | New |
| Ronald Blue Trust, Inc. | 282 | $32.5K | 0.00% | +62+28.2% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $55.6K | 0.00% | +45+8.1% | Added |
| Public Employees Retirement System of Ohio | 601 | $55.7K | 0.00% | +8+1.3% | Added |
| KBC Group NV | 781 | $72.0K | 0.00% | +215+38.0% | Added |
| EntryPoint Capital, LLC | 978 | $90.7K | 0.04% | −2,059−67.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,016 | $94.2K | 0.00% | −194−16.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,100 | $102.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,172 | $107.4K | 0.00% | +1,172 | New |
| Clearstead Advisors, LLC | 1,298 | $120.4K | 0.00% | +1,298 | New |
| Aquatic Capital Management LLC | 1,300 | $120.6K | 0.00% | +1,300 | New |
| Hazlett, Burt & Watson, Inc. | 1,540 | $143.0K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 1,588 | $147.3K | 0.02% | +385+32.0% | Added |
| Headlands Technologies LLC | 1,723 | $159.8K | 0.02% | −20−1.1% | Reduced |
| Securian Asset Management, Inc | 1,841 | $170.7K | 0.00% | −100−5.2% | Reduced |
| SG Americas Securities, LLC | 2,012 | $187.0K | 0.00% | −227−10.1% | Reduced |
| Vestcor Inc | 2,071 | $192.0K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 2,192 | $203.3K | 0.00% | −4,420−66.8% | Reduced |
| Voloridge Investment Management, LLC | 2,242 | $207.9K | 0.00% | −5,059−69.3% | Reduced |
| Prudential Financial Inc | 2,327 | $215.8K | 0.00% | −543−18.9% | Reduced |
| Congress Wealth Management LLC | 2,335 | $216.5K | 0.00% | +2,335 | New |
| Pathstone Holdings, LLC | 2,587 | $239.9K | 0.00% | −288−10.0% | Reduced |
| State of Alaska, Department of Revenue | 2,627 | $243.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,666 | $247.2K | 0.02% | −15,150−85.0% | Reduced |
| Stifel Financial Corp | 2,669 | $247.5K | 0.00% | +71+2.7% | Added |
| Mariner, LLC | 2,700 | $250.4K | 0.00% | −3,129−53.7% | Reduced |
| Pictet Asset Management Holding SA | 2,708 | $251.1K | 0.00% | +156+6.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,787 | $258.5K | 0.00% | −24,159−89.7% | Reduced |
| Federated Hermes, Inc. | 2,790 | $258.7K | 0.00% | −1,076−27.8% | Reduced |
| Mercer Global Advisors Inc | 2,915 | $270.3K | 0.00% | +2,915 | New |
| Verdence Capital Advisors LLC | 2,917 | $270.5K | 0.02% | +2,917 | New |
| Henshaw Capital LLC | 2,961 | $274.6K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,056 | $283.0K | 0.02% | −4,019−56.8% | Reduced |
| Teacher Retirement System of Texas | 3,074 | $285.0K | 0.00% | −2,824−47.9% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 3,098 | $287.3K | 0.11% | −2,605−45.7% | Reduced |
| QRG Capital Management, Inc. | 3,113 | $288.7K | 0.00% | +3,113 | New |
| HGK Asset Management Inc | 3,182 | $295.1K | 0.06% | 00.0% | Unchanged |
| Xponance, Inc. | 3,210 | $297.7K | 0.00% | −218−6.4% | Reduced |
| Connable Office Inc | 3,232 | $299.7K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,317 | $307.6K | 0.01% | −16,839−83.5% | Reduced |
| Pacer Advisors, Inc. | 3,522 | $326.6K | 0.00% | −10−0.3% | Reduced |