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, Q3 2024
Institutional positions in Helen of Troy Ltd as of Sep 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
- 245
- −9 vs. Q2 2024
- Shares held
- 24.0M
- +2.29M (+10.5%) vs. Q2 2024
- Total value
- $1.49B
- −$529.8M (−26.3%) vs. Q2 2024
- New holders
- 59
- 74 more added
- Sold out
- 68
- 86 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,507,315 | $216.9M | 0.00% | +3,507,315 | New |
| FMR LLC | 2,880,457 | $178.2M | 0.01% | −602,088−17.3% | Reduced |
| Vanguard Group Inc | 2,640,823 | $163.3M | 0.00% | +258,403+10.8% | Added |
| Dimensional Fund Advisors LP | 1,090,928 | $67.5M | 0.02% | −62,486−5.4% | Reduced |
| Pacer Advisors, Inc. | 1,069,940 | $66.2M | 0.14% | +1,066,418+30,278.8% | Added |
| State Street Corp | 894,681 | $55.3M | 0.00% | +31,582+3.7% | Added |
| Earnest Partners LLC | 638,357 | $39.5M | 0.17% | −27,899−4.2% | Reduced |
| Pzena Investment Management LLC | 581,442 | $36.0M | 0.12% | +581,442 | New |
| Geode Capital Management, LLC | 535,883 | $33.2M | 0.00% | −47,794−8.2% | Reduced |
| Macquarie Group Ltd | 506,767 | $31.3M | 0.03% | −11,653−2.2% | Reduced |
| William Blair Investment Management, LLC | 432,254 | $26.7M | 0.07% | +111,475+34.8% | Added |
| Fisher Asset Management, LLC | 413,114 | $25.6M | 0.01% | −3,859−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 410,078 | $25.4M | 0.00% | +53,016+14.8% | Added |
| Morgan Stanley | 389,776 | $24.1M | 0.00% | +208,204+114.7% | Added |
| Voloridge Investment Management, LLC | 338,126 | $20.9M | 0.08% | +335,884+14,981.4% | Added |
| Goldman Sachs Group Inc | 317,287 | $19.6M | 0.00% | +175,616+124.0% | Added |
| AQR Capital Management LLC | 307,441 | $19.0M | 0.03% | +229,286+293.4% | Added |
| Capital International Investors | 269,597 | $16.7M | 0.00% | −152,324−36.1% | Reduced |
| Massachusetts Financial Services Co | 264,616 | $16.4M | 0.00% | −57,727−17.9% | Reduced |
| Wellington Management Group LLP | 242,395 | $15.0M | 0.00% | +118,814+96.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 235,877 | $14.6M | 0.06% | −337−0.1% | Reduced |
| Invenomic Capital Management LP | 231,256 | $14.3M | 0.79% | +231,256 | New |
| Systematic Financial Management LP | 226,879 | $14.0M | 0.36% | +33,010+17.0% | Added |
| Northern Trust Corp | 225,864 | $14.0M | 0.00% | −55,104−19.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 223,120 | $13.8M | 0.05% | +223,120 | New |
| D. E. Shaw & Co., Inc. | 221,488 | $13.7M | 0.02% | +63,518+40.2% | Added |
| Clearbridge Investments, LLC | 205,856 | $12.7M | 0.01% | +205,856 | New |
| Clearline Capital LP | 205,738 | $12.7M | 1.13% | +205,738 | New |
| Janus Henderson Group PLC | 201,942 | $12.5M | 0.01% | +190,682+1,693.4% | Added |
| Bank of America Corp | 201,720 | $12.5M | 0.00% | −2,138−1.0% | Reduced |
| M&G Plc | 188,744 | $11.7M | 0.06% | +188,744 | New |
| Armistice Capital, LLC | 186,000 | $11.5M | 0.30% | +186,000 | New |
| Bank of New York Mellon Corp | 170,895 | $10.6M | 0.00% | −52,031−23.3% | Reduced |
| Two Sigma Investments, LP | 141,034 | $8.72M | 0.02% | +134,255+1,980.5% | Added |
| Principal Financial Group Inc | 124,834 | $7.72M | 0.00% | +34,318+37.9% | Added |
| Arrowstreet Capital, Limited Partnership | 118,441 | $7.33M | 0.01% | +106,641+903.7% | Added |
| Ameriprise Financial Inc | 117,841 | $7.29M | 0.00% | +63,581+117.2% | Added |
| UBS Group AG | 111,617 | $6.90M | 0.00% | +33,673+43.2% | Added |
| Capital Fund Management S.A. | 97,866 | $6.05M | 0.07% | +64,804+196.0% | Added |
| Allspring Global Investments Holdings, LLC | 91,121 | $5.64M | 0.01% | −787,223−89.6% | Reduced |
| Nuveen Asset Management, LLC | 90,935 | $5.62M | 0.00% | −1,779−1.9% | Reduced |
| Two Sigma Advisers, LP | 88,300 | $5.46M | 0.01% | +88,300 | New |
| JPMorgan Chase & Co | 83,889 | $5.19M | 0.00% | +5,920+7.6% | Added |
| Medina Singh Partners, LLC | 78,870 | $4.88M | 1.83% | +78,870 | New |
| Rhumbline Advisers | 76,906 | $4.76M | 0.00% | −10,649−12.2% | Reduced |
| Qube Research & Technologies Ltd | 71,813 | $4.44M | 0.01% | +62,616+680.8% | Added |
| Wells Fargo & Company | 70,698 | $4.37M | 0.00% | +27,495+63.6% | Added |
| Invesco Ltd. | 68,362 | $4.23M | 0.00% | −125,953−64.8% | Reduced |
| Citadel Advisors LLC | 64,390 | $3.98M | 0.00% | −29,694−31.6% | Reduced |
| Legal & General Group Plc | 63,489 | $3.93M | 0.00% | +25,766+68.3% | Added |
| Gladstone Institutional Advisory LLC | 58,318 | $3.61M | 0.18% | +3,609+6.6% | Added |
| Verition Fund Management LLC | 58,221 | $3.60M | 0.02% | −8,768−13.1% | Reduced |
| UBS Asset Management Americas Inc | 57,716 | $3.57M | 0.00% | +30,993+116.0% | Added |
| Winton Group Ltd | 57,033 | $3.53M | 0.25% | +57,033 | New |
| Chartwell Investment Partners, LLC | 56,206 | $3.48M | 0.12% | −6,301−10.1% | Reduced |
| Envestnet Asset Management Inc | 51,042 | $3.16M | 0.00% | −227−0.4% | Reduced |
| Public Sector Pension Investment Board | 48,400 | $2.99M | 0.02% | +48,400 | New |
| LPL Financial LLC | 47,830 | $2.96M | 0.00% | +26,663+126.0% | Added |
| Nordea Investment Management AB | 46,286 | $2.87M | 0.00% | −2,396−4.9% | Reduced |
| Jump Financial, LLC | 45,400 | $2.81M | 0.06% | +45,400 | New |
| American Century Companies Inc | 44,765 | $2.77M | 0.00% | +6,364+16.6% | Added |
| Swiss National Bank | 44,600 | $2.76M | 0.00% | −2,200−4.7% | Reduced |
| Barclays PLC | 43,913 | $2.72M | 0.00% | +14,898+51.3% | Added |
| PDT Partners, LLC | 42,517 | $2.63M | 0.23% | +42,517 | New |
| Tudor Investment Corp Et Al | 38,807 | $2.40M | 0.03% | +26,213+208.1% | Added |
| Ancora Advisors, LLC | 37,400 | $2.31M | 0.05% | +37,400 | New |
| Millennium Management LLC | 36,149 | $2.24M | 0.00% | +3,440+10.5% | Added |
| Russell Investments Group, Ltd. | 35,790 | $2.21M | 0.00% | −32,470−47.6% | Reduced |
| Peregrine Capital Management LLC | 35,561 | $2.20M | 0.07% | −11,523−24.5% | Reduced |
| Arizona PSPRS Trust | 33,500 | $2.07M | 0.08% | +33,500 | New |
| First Trust Advisors LP | 33,061 | $2.04M | 0.00% | +2,900+9.6% | Added |
| Susquehanna International Group, LLP | 31,968 | $1.98M | 0.00% | −29,114−47.7% | Reduced |
| Deutsche Bank AG | 31,793 | $1.97M | 0.00% | +3,244+11.4% | Added |
| Azzad Asset Management Inc | 29,663 | $1.83M | 0.21% | −1,824−5.8% | Reduced |
| SEI Investments Co | 28,947 | $1.79M | 0.00% | −56,282−66.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 28,700 | $1.78M | 0.00% | +28,700 | New |
| Citigroup Inc | 28,544 | $1.77M | 0.00% | +20,042+235.7% | Added |
| New York State Teachers Retirement System | 28,045 | $1.74M | 0.00% | −1,992−6.6% | Reduced |
| Ninety One UK Ltd | 27,956 | $1.73M | 0.00% | +27,956 | New |
| Alliancebernstein L.P. | 26,167 | $1.62M | 0.00% | −22,437−46.2% | Reduced |
| Walleye Capital LLC | 23,759 | $1.47M | 0.02% | −5,759−19.5% | Reduced |
| Marshall Wace, LLP | 23,400 | $1.45M | 0.00% | −27,902−54.4% | Reduced |
| California State Teachers Retirement System | 21,579 | $1.33M | 0.00% | −1,591−6.9% | Reduced |
| Price T Rowe Associates Inc | 20,130 | $1.25M | 0.00% | +1,072+5.6% | Added |
| Villanova Investment Management Co LLC | 19,968 | $1.24M | 1.32% | +19,968 | New |
| QSV Equity Investors LLC | 19,553 | $1.21M | 1.13% | +7,313+59.7% | Added |
| Thrivent Financial for Lutherans | 17,915 | $1.11M | 0.00% | +12,162+211.4% | Added |
| Jacobs Levy Equity Management, Inc | 17,174 | $1.06M | 0.00% | +17,174 | New |
| Bank of Montreal | 17,062 | $1.05M | 0.00% | +9,223+117.7% | Added |
| Brevan Howard Capital Management LP | 16,787 | $1.04M | 0.05% | +16,787 | New |
| Ambassador Advisors, LLC | 16,748 | $1.04M | 0.18% | −14,089−45.7% | Reduced |
| State of Wisconsin Investment Board | 15,786 | $976.4K | 0.00% | −926−5.5% | Reduced |
| Bayesian Capital Management, LP | 15,131 | $935.9K | 0.11% | +15,131 | New |
| Nierenberg Investment Management Company, Inc. | 15,080 | $932.7K | 0.56% | +2,000+15.3% | Added |
| Bridgewater Associates, LP | 15,057 | $931.3K | 0.01% | −17,595−53.9% | Reduced |
| Corebridge Financial, Inc. | 13,080 | $809.0K | 0.00% | −29,648−69.4% | Reduced |
| MetLife Investment Management | 13,020 | $805.3K | 0.00% | −12,833−49.6% | Reduced |
| State of Alaska, Department of Revenue | 13,018 | $805.0K | 0.01% | +10,391+395.5% | Added |
| Evernest Financial Advisors, LLC | 12,531 | $775.0K | 0.21% | +12,531 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 12,493 | $772.7K | 0.00% | +447+3.7% | Added |