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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 226 | $22.0K | 0.00% | −350−60.8% | Reduced |
| Assetmark, Inc | 233 | $21.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 200 | $18.5K | 0.00% | +23+13.0% | Added |
| Nomura Asset Management Co Ltd | 170 | $15.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 170 | $15.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 150 | $13.9K | 0.00% | −34−18.5% | Reduced |
| CIBC Private Wealth Group, LLC | 145 | $12.9K | 0.00% | +100+222.2% | Added |
| Steward Partners Investment Advisory, LLC | 137 | $12.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 127 | $11.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 | $11.2K | 0.00% | −498−80.5% | Reduced |
| Parallel Advisors, LLC | 102 | $9.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 86 | $7.74K | 0.00% | +44+104.8% | Added |
| First Horizon Advisors, Inc. | 83 | $7.70K | 0.00% | −35−29.7% | Reduced |
| GAMMA Investing LLC | 67 | $6.21K | 0.00% | +51+318.8% | Added |
| Westside Investment Management, Inc. | 61 | $5.66K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 58 | $5.38K | 0.00% | +23+65.7% | Added |
| Massmutual Trust Co FSB | 46 | $4.27K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $3.99K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 40 | $3.71K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 58 | $3.43K | 0.00% | +5+9.4% | Added |
| SRS Capital Advisors, Inc. | 36 | $3.34K | 0.00% | +33+1,100.0% | Added |
| Kelly Financial Services LLC | 31 | $2.88K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 24 | $2.77K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $2.60K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $2.32K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 24 | $2.16K | 0.00% | +6+33.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $2.04K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 21 | $1.95K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $1.85K | 0.00% | −3−13.0% | Reduced |
| Quadrant Capital Group LLC | 19 | $1.76K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 19 | $1.76K | 0.00% | −6−24.0% | Reduced |
| Eagle Bay Advisors LLC | 17 | $1.58K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bell Investment Advisors, Inc | 15 | $1.39K | 0.00% | +5+50.0% | Added |
| J.Safra Asset Management Corp | 15 | $1.39K | 0.00% | +15 | New |
| 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 |
| Farmers & Merchants Investments Inc | 10 | $927 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $568 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $557 | 0.00% | +1+20.0% | Added |
| Whittier Trust Co of Nevada Inc | 6 | $556 | 0.00% | 00.0% | Unchanged |
| 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 |
| Smartleaf Asset Management LLC | 2 | $188 | 0.00% | +2 | New |
| Huntington National Bank | 2 | $185 | 0.00% | −10−83.3% | Reduced |
| Raffa Wealth Management, LLC | 2 | $185 | 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 |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,086,151−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −197,339−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −51,518−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −46,808−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −42,965−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −20,782−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −19,642−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,790−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,250−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −13,010−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −10,774−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −10,349−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −6,835−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,767−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,372−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −6,142−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,025−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,384−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,306−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,092−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −5,065−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −5,065−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,867−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,416−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,078−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,958−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,896−100.0% | Sold out |
| ARGA Investment Management, LP | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,820−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Cubic Asset Management, LLC | – | – | – | – | Not filed |
| Pflug Koory, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |