Helen of Troy Ltd

HELE

Exchange: Nasdaq
Industry: Electric Housewares & Fans
SEC CIK: 0000916789

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding Helen of Troy Ltd changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of HELE: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	255	1	245	−9
Shares	24.5M	2.81M	24.0M	+2.29M (+10.5%)
Value	$2.28B	$260.7M	$1.49B	−$529.8M (−26.3%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (59)

Institutions that held Helen of Troy Ltd at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to HELE in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	3,507,315	$216.9M	0.00%
Pzena Investment Management LLC	581,442	$36.0M	0.12%
Invenomic Capital Management LP	231,256	$14.3M	0.79%
Hotchkis & Wiley Capital Management LLC	223,120	$13.8M	0.05%
Clearbridge Investments, LLC	205,856	$12.7M	0.01%
Clearline Capital LP	205,738	$12.7M	1.13%
M&G Plc	188,744	$11.7M	0.06%
Armistice Capital, LLC	186,000	$11.5M	0.30%
Two Sigma Advisers, LP	88,300	$5.46M	0.01%
Medina Singh Partners, LLC	78,870	$4.88M	1.83%
Winton Group Ltd	57,033	$3.53M	0.25%
Public Sector Pension Investment Board	48,400	$2.99M	0.02%
Jump Financial, LLC	45,400	$2.81M	0.06%
PDT Partners, LLC	42,517	$2.63M	0.23%
Ancora Advisors, LLC	37,400	$2.31M	0.05%
Arizona PSPRS Trust	33,500	$2.07M	0.08%
Healthcare of Ontario Pension Plan Trust Fund	28,700	$1.78M	0.00%
Ninety One UK Ltd	27,956	$1.73M	0.00%
Villanova Investment Management Co LLC	19,968	$1.24M	1.32%
Jacobs Levy Equity Management, Inc	17,174	$1.06M	0.00%
Brevan Howard Capital Management LP	16,787	$1.04M	0.05%
Bayesian Capital Management, LP	15,131	$935.9K	0.11%
Evernest Financial Advisors, LLC	12,531	$775.0K	0.21%
Jennison Associates LLC	10,895	$673.9K	0.00%
Edgestream Partners, L.P.	10,566	$653.5K	0.03%
First Hawaiian Bank	9,361	$579.0K	0.02%
Balyasny Asset Management LLC	8,865	$548.3K	0.00%
Entropy Technologies, LP	8,077	$499.6K	0.05%
Maryland State Retirement & Pension System	7,704	$476.5K	0.01%
Net Worth Advisory Group	6,673	$412.7K	0.12%
State of Tennessee, Treasury Department	5,825	$360.3K	0.00%
Group One Trading, L.P.	5,628	$348.1K	0.01%
Pacific Ridge Capital Partners, LLC	5,456	$337.5K	0.08%
Two Sigma Securities, LLC	5,129	$317.2K	0.02%
Exchange Traded Concepts, LLC	5,092	$314.9K	0.01%
Nomura Holdings Inc	4,979	$308.0K	0.00%
HSBC Holdings PLC	4,609	$286.9K	0.00%
Wolverine Trading, LLC	4,544	$280.3K	0.01%
Cerity Partners LLC	3,721	$230.2K	0.00%
AXA S.A.	3,471	$214.7K	0.00%
Aster Capital Management (DIFC) Ltd	1,244	$76.9K	0.02%
IMA Wealth, Inc.	1,201	$74.3K	0.02%
Shell Asset Management Co	1,196	$74.0K	0.00%
Signaturefd, LLC	991	$61.3K	0.00%
Pflug Koory, LLC	705	$43.6K	0.02%
Elequin Capital LP	670	$41.4K	0.00%
Barrow Hanley Mewhinney & Strauss LLC	189	$11.7K	0.00%
Venturi Wealth Management, LLC	154	$9.53K	0.00%
Harbor Capital Advisors, Inc.	138	$9.00K	0.00%
Harbour Investments, Inc.	132	$8.16K	0.00%
Private Trust Co NA	85	$5.26K	0.00%
Sterling Capital Management LLC	76	$4.70K	0.00%
Capital Advisors, Ltd. LLC	40	$2.00K	0.00%
Geneos Wealth Management Inc.	22	$1.36K	0.00%
AdvisorNet Financial, Inc	17	$1.05K	0.00%
MV Capital Management, Inc.	12	$743	0.00%
Capital Performance Advisors LLP	3	$186	0.00%
Claris Advisors, LLC	1	$62	0.00%
Hemington Wealth Management	1	$0	0.00%

Sold out (68)

Institutions that held Helen of Troy Ltd at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of HELE in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Cooke & Bieler LP	1,913,566	$177.5M
Snyder Capital Management L P	629,896	$58.4M
Capital World Investors	600,000	$55.6M
Norges Bank	286,630	$26.6M
Royce & Associates LP	245,886	$22.8M
Man Group plc	214,398	$19.9M
Kennedy Capital Management, Inc.	133,263	$12.4M
Landscape Capital Management, L.L.C.	92,188	$8.55M
California Public Employees Retirement System	40,902	$3.79M
Dark Forest Capital Management LP	35,955	$3.33M
Lazard Asset Management LLC	35,833	$3.32M
Retirement Systems of Alabama	29,387	$2.73M
Capital International Inc	25,344	$2.35M
Holocene Advisors, LP	25,053	$2.32M
M&T Bank Corp	24,712	$2.29M
First Eagle Investment Management, LLC	20,219	$1.88M
Cardinal Capital Management LLC	19,333	$1.79M
State of New Jersey Common Pension Fund D	18,143	$1.68M
Seven Eight Capital, LP	14,416	$1.34M
Cornercap Investment Counsel Inc	10,324	$957.4K
Captrust Financial Advisors	10,293	$954.6K
Trexquant Investment LP	9,577	$888.2K
Mitsubishi UFJ Asset Management (UK) Ltd.	9,000	$835.0K
Ontario Teachers Pension Plan Board	8,421	$781.0K
PEAK6 Investments LLC	7,779	$721.4K
Centiva Capital, LP	6,211	$576.0K
State of Michigan Retirement System	5,727	$531.1K
Dynamic Technology Lab Private Ltd	5,688	$528.0K
Scientech Research LLC	5,401	$500.9K
Jefferies Financial Group Inc.	5,200	$482.2K
New Mexico Educational Retirement Board	4,900	$454.0K
Pier 88 Investment Partners LLC	4,445	$412.2K
Commerce Bank	4,427	$410.6K
Quadrature Capital Ltd	4,317	$400.1K
Gsa Capital Partners LLP	3,827	$355.0K
Integrated Investment Consultants, LLC	3,075	$354.4K
Connable Office Inc	3,232	$299.7K
Xponance, Inc.	3,210	$297.7K
QRG Capital Management, Inc.	3,113	$288.7K
Lombard Odier Asset Management (USA) Corp	3,098	$287.3K
Teacher Retirement System of Texas	3,074	$285.0K
Virtu Financial LLC	3,056	$283.0K
Henshaw Capital LLC	2,961	$274.6K
Verdence Capital Advisors LLC	2,917	$270.5K
Mercer Global Advisors Inc	2,915	$270.3K
Wealth Enhancement Advisory Services, LLC	2,787	$258.5K
Pictet Asset Management Holding SA	2,708	$251.1K
Stifel Financial Corp	2,669	$247.5K
Campbell & CO Investment Adviser LLC	2,666	$247.2K
Pathstone Holdings, LLC	2,587	$239.9K
Congress Wealth Management LLC	2,335	$216.5K
Prudential Financial Inc	2,327	$215.8K
State Board of Administration of Florida Retirement System	2,192	$203.3K
Securian Asset Management, Inc	1,841	$170.7K
Aquatic Capital Management LLC	1,300	$120.6K
nVerses Capital, LLC	300	$27.8K
First Horizon Advisors, Inc.	83	$7.70K
Westside Investment Management, Inc.	61	$5.66K
Kelly Financial Services LLC	31	$2.88K
Mather Group, LLC.	24	$2.77K
Annis Gardner Whiting Capital Advisors, LLC	22	$2.04K
Global Financial Private Client, LLC	21	$1.95K
Carolinas Wealth Consulting LLC	20	$1.85K
J.Safra Asset Management Corp	15	$1.39K
Stephens Consulting, LLC	12	$1.11K
CVA Family Office, LLC	5	$464
Toronto Dominion Bank	1	$93
TFC Financial Management	1	$93

Not filed for Q3 2024 yet (1)

Institutions that held Helen of Troy Ltd at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HELE in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	2,811,123	$260.7M