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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 11,171 | $1.04M | 0.01% | −100−0.9% | Reduced |
| Anchor Capital Advisors LLC | 10,926 | $1.01M | 0.03% | +603+5.8% | Added |
| New York State Common Retirement Fund | 10,801 | $1.00M | 0.00% | +1,101+11.4% | Added |
| Cornercap Investment Counsel Inc | 10,324 | $957.4K | 0.16% | +1,161+12.7% | Added |
| Captrust Financial Advisors | 10,293 | $954.6K | 0.00% | +1,763+20.7% | Added |
| Yousif Capital Management, LLC | 10,017 | $929.0K | 0.01% | −803−7.4% | Reduced |
| Trexquant Investment LP | 9,577 | $888.2K | 0.01% | −4,400−31.5% | Reduced |
| Toroso Investments, LLC | 9,203 | $853.5K | 0.01% | +5,157+127.5% | Added |
| Qube Research & Technologies Ltd | 9,197 | $852.9K | 0.00% | −109−1.2% | Reduced |
| Franklin Resources Inc | 9,025 | $837.0K | 0.00% | +1,106+14.0% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9,000 | $835.0K | 0.43% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 8,971 | $832.0K | 0.01% | −14,394−61.6% | Reduced |
| Algert Global LLC | 8,943 | $829.4K | 0.03% | +8,943 | New |
| Citigroup Inc | 8,502 | $788.5K | 0.00% | +989+13.2% | Added |
| Ontario Teachers Pension Plan Board | 8,421 | $781.0K | 0.01% | −10,691−55.9% | Reduced |
| Bank of Montreal | 7,839 | $779.2K | 0.00% | +573+7.9% | Added |
| Victory Capital Management Inc | 8,393 | $778.4K | 0.00% | +1,026+13.9% | Added |
| Ensign Peak Advisors, Inc | 8,184 | $759.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 7,943 | $736.6K | 0.00% | +194+2.5% | Added |
| PEAK6 Investments LLC | 7,779 | $721.4K | 0.03% | −1,570−16.8% | Reduced |
| Ameritas Investment Partners, Inc. | 7,458 | $691.7K | 0.02% | −178−2.3% | Reduced |
| US Bancorp | 6,788 | $629.5K | 0.00% | −3,011−30.7% | Reduced |
| Two Sigma Investments, LP | 6,779 | $628.7K | 0.00% | +6,779 | New |
| GHP Investment Advisors, Inc. | 6,742 | $625.3K | 0.03% | −1,820−21.3% | Reduced |
| Louisiana State Employees Retirement System | 6,700 | $621.4K | 0.01% | −100−1.5% | Reduced |
| Arizona State Retirement System | 6,648 | $616.5K | 0.00% | +122+1.9% | Added |
| Oarsman Capital, Inc. | 6,548 | $607.3K | 0.13% | −683−9.4% | Reduced |
| Centiva Capital, LP | 6,211 | $576.0K | 0.03% | −3,936−38.8% | Reduced |
| Janney Montgomery Scott LLC | 6,209 | $576.0K | 0.00% | +6,209 | New |
| Canada Pension Plan Investment Board | 5,900 | $547.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,772 | $535.3K | 0.00% | +21+0.4% | Added |
| Thrivent Financial for Lutherans | 5,753 | $534.0K | 0.00% | −198−3.3% | Reduced |
| State of Michigan Retirement System | 5,727 | $531.1K | 0.00% | −100−1.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,688 | $528.0K | 0.06% | −5,849−50.7% | Reduced |
| Royal Bank of Canada | 5,633 | $522.0K | 0.00% | +4,570+429.9% | Added |
| Scientech Research LLC | 5,401 | $500.9K | 0.10% | +987+22.4% | Added |
| Intech Investment Management LLC | 5,356 | $496.7K | 0.01% | +5,356 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,277 | $489.4K | 0.00% | +24+0.5% | Added |
| Jefferies Financial Group Inc. | 5,200 | $482.2K | 0.01% | −10,400−66.7% | Reduced |
| Meeder Asset Management Inc | 5,027 | $466.2K | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,960 | $460.0K | 0.01% | −900−15.4% | Reduced |
| BNP Paribas Arbitrage, SA | 4,952 | $459.2K | 0.00% | −10,030−66.9% | Reduced |
| Handelsbanken Fonder AB | 4,951 | $459.0K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 4,900 | $454.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,700 | $435.9K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 4,699 | $435.8K | 0.08% | +4,699 | New |
| Pier 88 Investment Partners LLC | 4,445 | $412.2K | 0.09% | +2,130+92.0% | Added |
| Commerce Bank | 4,427 | $410.6K | 0.00% | −170−3.7% | Reduced |
| Quadrature Capital Ltd | 4,317 | $400.1K | 0.01% | +2,031+88.8% | Added |
| ProShare Advisors LLC | 4,310 | $399.7K | 0.00% | −1,124−20.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,267 | $395.7K | 0.00% | −167−3.8% | Reduced |
| Gsa Capital Partners LLP | 3,827 | $355.0K | 0.02% | +3,827 | New |
| Integrated Investment Consultants, LLC | 3,075 | $354.4K | 0.10% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,788 | $351.3K | 0.04% | +704+22.8% | Added |
| Raymond James & Associates | 3,663 | $339.7K | 0.00% | +438+13.6% | Added |
| Pacer Advisors, Inc. | 3,522 | $326.6K | 0.00% | −10−0.3% | Reduced |
| Quantbot Technologies LP | 3,317 | $307.6K | 0.01% | −16,839−83.5% | Reduced |
| Connable Office Inc | 3,232 | $299.7K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 3,210 | $297.7K | 0.00% | −218−6.4% | Reduced |
| HGK Asset Management Inc | 3,182 | $295.1K | 0.06% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 3,113 | $288.7K | 0.00% | +3,113 | New |
| Lombard Odier Asset Management (USA) Corp | 3,098 | $287.3K | 0.11% | −2,605−45.7% | Reduced |
| Teacher Retirement System of Texas | 3,074 | $285.0K | 0.00% | −2,824−47.9% | Reduced |
| Virtu Financial LLC | 3,056 | $283.0K | 0.02% | −4,019−56.8% | Reduced |
| Henshaw Capital LLC | 2,961 | $274.6K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,917 | $270.5K | 0.02% | +2,917 | New |
| Mercer Global Advisors Inc | 2,915 | $270.3K | 0.00% | +2,915 | New |
| Federated Hermes, Inc. | 2,790 | $258.7K | 0.00% | −1,076−27.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,787 | $258.5K | 0.00% | −24,159−89.7% | Reduced |
| Pictet Asset Management Holding SA | 2,708 | $251.1K | 0.00% | +156+6.1% | Added |
| Mariner, LLC | 2,700 | $250.4K | 0.00% | −3,129−53.7% | Reduced |
| Stifel Financial Corp | 2,669 | $247.5K | 0.00% | +71+2.7% | Added |
| Campbell & CO Investment Adviser LLC | 2,666 | $247.2K | 0.02% | −15,150−85.0% | Reduced |
| State of Alaska, Department of Revenue | 2,627 | $243.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 2,587 | $239.9K | 0.00% | −288−10.0% | Reduced |
| Congress Wealth Management LLC | 2,335 | $216.5K | 0.00% | +2,335 | New |
| Prudential Financial Inc | 2,327 | $215.8K | 0.00% | −543−18.9% | Reduced |
| Voloridge Investment Management, LLC | 2,242 | $207.9K | 0.00% | −5,059−69.3% | Reduced |
| State Board of Administration of Florida Retirement System | 2,192 | $203.3K | 0.00% | −4,420−66.8% | Reduced |
| Vestcor Inc | 2,071 | $192.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,012 | $187.0K | 0.00% | −227−10.1% | Reduced |
| Securian Asset Management, Inc | 1,841 | $170.7K | 0.00% | −100−5.2% | Reduced |
| Headlands Technologies LLC | 1,723 | $159.8K | 0.02% | −20−1.1% | Reduced |
| State of Wyoming | 1,588 | $147.3K | 0.02% | +385+32.0% | Added |
| Hazlett, Burt & Watson, Inc. | 1,540 | $143.0K | 0.07% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,300 | $120.6K | 0.00% | +1,300 | New |
| Clearstead Advisors, LLC | 1,298 | $120.4K | 0.00% | +1,298 | New |
| Amundi | 1,172 | $107.4K | 0.00% | +1,172 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,100 | $102.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,016 | $94.2K | 0.00% | −194−16.0% | Reduced |
| EntryPoint Capital, LLC | 978 | $90.7K | 0.04% | −2,059−67.8% | Reduced |
| KBC Group NV | 781 | $72.0K | 0.00% | +215+38.0% | Added |
| Public Employees Retirement System of Ohio | 601 | $55.7K | 0.00% | +8+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $55.6K | 0.00% | +45+8.1% | Added |
| Ronald Blue Trust, Inc. | 282 | $32.5K | 0.00% | +62+28.2% | Added |
| nVerses Capital, LLC | 300 | $27.8K | 0.02% | +300 | New |
| CWM, LLC | 280 | $26.0K | 0.00% | +221+374.6% | Added |
| TD Private Client Wealth LLC | 255 | $23.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 253 | $23.5K | 0.01% | +115+83.3% | Added |
| Planning Capital Management Corp | 248 | $23.0K | 0.02% | 00.0% | Unchanged |