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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 3,663 | $339.7K | 0.00% | +438+13.6% | Added |
| CWM Advisors, LLC | 3,788 | $351.3K | 0.04% | +704+22.8% | Added |
| Integrated Investment Consultants, LLC | 3,075 | $354.4K | 0.10% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,827 | $355.0K | 0.02% | +3,827 | New |
| The PNC Financial Services Group, Inc. | 4,267 | $395.7K | 0.00% | −167−3.8% | Reduced |
| ProShare Advisors LLC | 4,310 | $399.7K | 0.00% | −1,124−20.7% | Reduced |
| Quadrature Capital Ltd | 4,317 | $400.1K | 0.01% | +2,031+88.8% | Added |
| Commerce Bank | 4,427 | $410.6K | 0.00% | −170−3.7% | Reduced |
| Pier 88 Investment Partners LLC | 4,445 | $412.2K | 0.09% | +2,130+92.0% | Added |
| Sherbrooke Park Advisers LLC | 4,699 | $435.8K | 0.08% | +4,699 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,700 | $435.9K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 4,900 | $454.0K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 4,951 | $459.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,952 | $459.2K | 0.00% | −10,030−66.9% | Reduced |
| Oregon Public Employees Retirement Fund | 4,960 | $460.0K | 0.01% | −900−15.4% | Reduced |
| Meeder Asset Management Inc | 5,027 | $466.2K | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 5,200 | $482.2K | 0.01% | −10,400−66.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,277 | $489.4K | 0.00% | +24+0.5% | Added |
| Intech Investment Management LLC | 5,356 | $496.7K | 0.01% | +5,356 | New |
| Scientech Research LLC | 5,401 | $500.9K | 0.10% | +987+22.4% | Added |
| Royal Bank of Canada | 5,633 | $522.0K | 0.00% | +4,570+429.9% | Added |
| Dynamic Technology Lab Private Ltd | 5,688 | $528.0K | 0.06% | −5,849−50.7% | Reduced |
| State of Michigan Retirement System | 5,727 | $531.1K | 0.00% | −100−1.7% | Reduced |
| Thrivent Financial for Lutherans | 5,753 | $534.0K | 0.00% | −198−3.3% | Reduced |
| Nisa Investment Advisors, LLC | 5,772 | $535.3K | 0.00% | +21+0.4% | Added |
| Canada Pension Plan Investment Board | 5,900 | $547.2K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,209 | $576.0K | 0.00% | +6,209 | New |
| Centiva Capital, LP | 6,211 | $576.0K | 0.03% | −3,936−38.8% | Reduced |
| Oarsman Capital, Inc. | 6,548 | $607.3K | 0.13% | −683−9.4% | Reduced |
| Arizona State Retirement System | 6,648 | $616.5K | 0.00% | +122+1.9% | Added |
| Louisiana State Employees Retirement System | 6,700 | $621.4K | 0.01% | −100−1.5% | Reduced |
| GHP Investment Advisors, Inc. | 6,742 | $625.3K | 0.03% | −1,820−21.3% | Reduced |
| Two Sigma Investments, LP | 6,779 | $628.7K | 0.00% | +6,779 | New |
| US Bancorp | 6,788 | $629.5K | 0.00% | −3,011−30.7% | Reduced |
| Ameritas Investment Partners, Inc. | 7,458 | $691.7K | 0.02% | −178−2.3% | Reduced |
| PEAK6 Investments LLC | 7,779 | $721.4K | 0.03% | −1,570−16.8% | Reduced |
| Voya Investment Management LLC | 7,943 | $736.6K | 0.00% | +194+2.5% | Added |
| Ensign Peak Advisors, Inc | 8,184 | $759.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,393 | $778.4K | 0.00% | +1,026+13.9% | Added |
| Bank of Montreal | 7,839 | $779.2K | 0.00% | +573+7.9% | Added |
| Ontario Teachers Pension Plan Board | 8,421 | $781.0K | 0.01% | −10,691−55.9% | Reduced |
| Citigroup Inc | 8,502 | $788.5K | 0.00% | +989+13.2% | Added |
| Algert Global LLC | 8,943 | $829.4K | 0.03% | +8,943 | New |
| Gotham Asset Management, LLC | 8,971 | $832.0K | 0.01% | −14,394−61.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9,000 | $835.0K | 0.43% | 00.0% | Unchanged |
| Franklin Resources Inc | 9,025 | $837.0K | 0.00% | +1,106+14.0% | Added |
| Qube Research & Technologies Ltd | 9,197 | $852.9K | 0.00% | −109−1.2% | Reduced |
| Toroso Investments, LLC | 9,203 | $853.5K | 0.01% | +5,157+127.5% | Added |
| Trexquant Investment LP | 9,577 | $888.2K | 0.01% | −4,400−31.5% | Reduced |
| Yousif Capital Management, LLC | 10,017 | $929.0K | 0.01% | −803−7.4% | Reduced |
| Captrust Financial Advisors | 10,293 | $954.6K | 0.00% | +1,763+20.7% | Added |
| Cornercap Investment Counsel Inc | 10,324 | $957.4K | 0.16% | +1,161+12.7% | Added |
| New York State Common Retirement Fund | 10,801 | $1.00M | 0.00% | +1,101+11.4% | Added |
| Anchor Capital Advisors LLC | 10,926 | $1.01M | 0.03% | +603+5.8% | Added |
| Oppenheimer Asset Management Inc. | 11,171 | $1.04M | 0.01% | −100−0.9% | Reduced |
| Janus Henderson Group PLC | 11,260 | $1.04M | 0.00% | −121−1.1% | Reduced |
| Amalgamated Bank | 11,566 | $1.07M | 0.01% | −890−7.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 11,800 | $1.09M | 0.00% | +1,878+18.9% | Added |
| Wellington Shields Capital Management, LLC | 11,800 | $1.09M | 0.20% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 12,046 | $1.12M | 0.00% | +12,046 | New |
| QSV Equity Investors LLC | 12,240 | $1.14M | 1.18% | −76−0.6% | Reduced |
| Tudor Investment Corp Et Al | 12,594 | $1.17M | 0.01% | −34,016−73.0% | Reduced |
| Nierenberg Investment Management Company, Inc. | 13,080 | $1.21M | 0.71% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 13,634 | $1.26M | 0.01% | −515−3.6% | Reduced |
| Seven Eight Capital, LP | 14,416 | $1.34M | 0.14% | +14,416 | New |
| State of Wisconsin Investment Board | 16,712 | $1.55M | 0.00% | +14,828+787.0% | Added |
| Teachers Retirement System of the State of Kentucky | 17,218 | $1.60M | 0.01% | −4,030−19.0% | Reduced |
| State of New Jersey Common Pension Fund D | 18,143 | $1.68M | 0.01% | −4,358−19.4% | Reduced |
| Price T Rowe Associates Inc | 19,058 | $1.77M | 0.00% | +766+4.2% | Added |
| Cardinal Capital Management LLC | 19,333 | $1.79M | 0.49% | −106,887−84.7% | Reduced |
| Graham Capital Management, L.P. | 19,809 | $1.84M | 0.06% | +8,006+67.8% | Added |
| First Eagle Investment Management, LLC | 20,219 | $1.88M | 0.00% | −63,000−75.7% | Reduced |
| LPL Financial LLC | 21,167 | $1.96M | 0.00% | −375−1.7% | Reduced |
| California State Teachers Retirement System | 23,170 | $2.15M | 0.00% | −584−2.5% | Reduced |
| M&T Bank Corp | 24,712 | $2.29M | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 25,053 | $2.32M | 0.01% | +19,436+346.0% | Added |
| Capital International Inc | 25,344 | $2.35M | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 25,853 | $2.40M | 0.01% | +1,175+4.8% | Added |
| Tower Research Capital LLC (TRC) | 26,296 | $2.44M | 0.04% | +25,304+2,550.8% | Added |
| Manufacturers Life Insurance Company, The | 26,566 | $2.46M | 0.00% | +260+1.0% | Added |
| UBS Asset Management Americas Inc | 26,723 | $2.48M | 0.00% | −8,377−23.9% | Reduced |
| Deutsche Bank AG | 28,549 | $2.65M | 0.00% | −1,788−5.9% | Reduced |
| Barclays PLC | 29,015 | $2.69M | 0.00% | −50,633−63.6% | Reduced |
| Retirement Systems of Alabama | 29,387 | $2.73M | 0.01% | −432−1.4% | Reduced |
| Walleye Capital LLC | 29,518 | $2.74M | 0.03% | +7,402+33.5% | Added |
| New York State Teachers Retirement System | 30,037 | $2.79M | 0.01% | −600−2.0% | Reduced |
| First Trust Advisors LP | 30,161 | $2.80M | 0.00% | +11,531+61.9% | Added |
| Ambassador Advisors, LLC | 30,837 | $2.86M | 0.52% | +833+2.8% | Added |
| Azzad Asset Management Inc | 31,487 | $2.92M | 0.34% | +11,038+54.0% | Added |
| Bridgewater Associates, LP | 32,652 | $3.03M | 0.02% | −5,621−14.7% | Reduced |
| Millennium Management LLC | 32,709 | $3.03M | 0.00% | +19,904+155.4% | Added |
| Capital Fund Management S.A. | 33,062 | $3.07M | 0.03% | −13,971−29.7% | Reduced |
| Lazard Asset Management LLC | 35,833 | $3.32M | 0.00% | −19,122−34.8% | Reduced |
| Dark Forest Capital Management LP | 35,955 | $3.33M | 0.61% | +12,657+54.3% | Added |
| Legal & General Group Plc | 37,723 | $3.50M | 0.00% | +515+1.4% | Added |
| American Century Companies Inc | 38,401 | $3.56M | 0.00% | +7,205+23.1% | Added |
| California Public Employees Retirement System | 40,902 | $3.79M | 0.00% | −3,492−7.9% | Reduced |
| Corebridge Financial, Inc. | 42,728 | $3.96M | 0.02% | +42,728 | New |
| Wells Fargo & Company | 43,203 | $4.01M | 0.00% | +2,213+5.4% | Added |
| Swiss National Bank | 46,800 | $4.34M | 0.00% | 00.0% | Unchanged |