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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 1 | $0 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $62 | 0.00% | −5−83.3% | Reduced |
| SJS Investment Consulting Inc. | 1 | $62 | 0.00% | −4−80.0% | Reduced |
| North Star Investment Management Corp. | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1 | $62 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $124 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 3 | $186 | 0.00% | +3 | New |
| Huntington National Bank | 4 | $247 | 0.00% | +2+100.0% | Added |
| Farther Finance Advisors, LLC | 6 | $371 | 0.00% | −80−93.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 6 | $371 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 7 | $432 | 0.00% | −12−63.2% | Reduced |
| Farmers & Merchants Investments Inc | 10 | $619 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 12 | $740 | 0.00% | +10+500.0% | Added |
| GWM Advisors LLC | 12 | $742 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12 | $743 | 0.00% | −46−79.3% | Reduced |
| Asset Dedication, LLC | 12 | $743 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $743 | 0.00% | +12 | New |
| Massmutual Trust Co FSB | 13 | $804 | 0.00% | −33−71.7% | Reduced |
| Bell Investment Advisors, Inc | 15 | $928 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $1.00K | 0.00% | +10+1,000.0% | Added |
| Eagle Bay Advisors LLC | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $1.05K | 0.00% | +17 | New |
| Assetmark, Inc | 21 | $1.30K | 0.00% | −212−91.0% | Reduced |
| Geneos Wealth Management Inc. | 22 | $1.36K | 0.00% | +22 | New |
| Allworth Financial LP | 25 | $1.55K | 0.00% | +15+150.0% | Added |
| Prestige Wealth Management Group LLC | 28 | $1.73K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $1.86K | 0.00% | −6−16.7% | Reduced |
| Rothschild Investment LLC | 30 | $1.86K | 0.00% | +25+500.0% | Added |
| Capital Advisors, Ltd. LLC | 40 | $2.00K | 0.00% | +40 | New |
| Global Retirement Partners, LLC | 33 | $2.04K | 0.00% | +28+560.0% | Added |
| JFS Wealth Advisors, LLC | 33 | $2.04K | 0.00% | −10−23.3% | Reduced |
| Naples Money Management LLC | 36 | $2.23K | 0.00% | +12+50.0% | Added |
| Sittner & Nelson, LLC | 40 | $2.47K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 45 | $2.78K | 0.00% | −100−69.0% | Reduced |
| Private Wealth Management Group, LLC | 45 | $2.78K | 0.00% | −13−22.4% | Reduced |
| Parkside Financial Bank & Trust | 45 | $2.78K | 0.00% | +20+80.0% | Added |
| Smithfield Trust Co | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 51 | $3.15K | 0.00% | +35+218.8% | Added |
| GHP Investment Advisors, Inc. | 55 | $3.40K | 0.00% | −6,687−99.2% | Reduced |
| Parallel Advisors, LLC | 65 | $4.02K | 0.00% | −37−36.3% | Reduced |
| Versant Capital Management, Inc | 74 | $4.58K | 0.00% | +58+362.5% | Added |
| Sterling Capital Management LLC | 76 | $4.70K | 0.00% | +76 | New |
| Quarry LP | 80 | $4.95K | 0.00% | −173−68.4% | Reduced |
| Private Trust Co NA | 85 | $5.26K | 0.00% | +85 | New |
| Oarsman Capital, Inc. | 105 | $6.49K | 0.00% | −6,443−98.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 | $7.48K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 127 | $7.86K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 128 | $7.92K | 0.00% | −9−6.6% | Reduced |
| Harbour Investments, Inc. | 132 | $8.16K | 0.00% | +132 | New |
| Whittier Trust Co | 134 | $8.29K | 0.00% | −36−21.2% | Reduced |
| Principal Securities, Inc. | 137 | $8.47K | 0.00% | −13−8.7% | Reduced |
| Harbor Capital Advisors, Inc. | 138 | $9.00K | 0.00% | +138 | New |
| Venturi Wealth Management, LLC | 154 | $9.53K | 0.00% | +154 | New |
| Nomura Asset Management Co Ltd | 170 | $10.5K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 189 | $11.7K | 0.00% | +189 | New |
| GW&K Investment Management, LLC | 219 | $14.0K | 0.00% | −187,376−99.9% | Reduced |
| GAMMA Investing LLC | 247 | $15.3K | 0.00% | +180+268.7% | Added |
| Planning Capital Management Corp | 248 | $15.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 255 | $15.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 292 | $18.0K | 0.00% | +66+29.2% | Added |
| Canada Pension Plan Investment Board | 300 | $18.6K | 0.00% | −5,600−94.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 314 | $19.4K | 0.00% | −286−47.7% | Reduced |
| Quadrant Capital Group LLC | 348 | $21.5K | 0.00% | +329+1,731.6% | Added |
| Fifth Third Bancorp | 485 | $30.0K | 0.00% | +285+142.5% | Added |
| Ronald Blue Trust, Inc. | 338 | $31.3K | 0.00% | +56+19.9% | Added |
| Advisor Group Holdings, Inc. | 561 | $34.7K | 0.00% | −455−44.8% | Reduced |
| Elequin Capital LP | 670 | $41.4K | 0.00% | +670 | New |
| Pflug Koory, LLC | 705 | $43.6K | 0.02% | +705 | New |
| CWM, LLC | 730 | $45.0K | 0.00% | +450+160.7% | Added |
| KBC Group NV | 781 | $48.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 783 | $48.4K | 0.00% | +182+30.3% | Added |
| Signaturefd, LLC | 991 | $61.3K | 0.00% | +991 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,100 | $68.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,172 | $73.1K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,196 | $74.0K | 0.00% | +1,196 | New |
| IMA Wealth, Inc. | 1,201 | $74.3K | 0.02% | +1,201 | New |
| Aster Capital Management (DIFC) Ltd | 1,244 | $76.9K | 0.02% | +1,244 | New |
| Clearstead Advisors, LLC | 1,298 | $80.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,540 | $95.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,719 | $106.3K | 0.02% | +131+8.2% | Added |
| Headlands Technologies LLC | 1,907 | $117.9K | 0.01% | +184+10.7% | Added |
| Vestcor Inc | 2,071 | $128.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,394 | $148.1K | 0.00% | −5,064−67.9% | Reduced |
| Public Employees Retirement Association of Colorado | 2,662 | $165.0K | 0.00% | −86,125−97.0% | Reduced |
| HGK Asset Management Inc | 3,182 | $196.8K | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 3,281 | $202.9K | 0.00% | −382−10.4% | Reduced |
| EntryPoint Capital, LLC | 3,364 | $208.1K | 0.12% | +2,386+244.0% | Added |
| Mutual of America Capital Management LLC | 3,431 | $212.2K | 0.00% | −10,203−74.8% | Reduced |
| AXA S.A. | 3,471 | $214.7K | 0.00% | +3,471 | New |
| Sherbrooke Park Advisers LLC | 3,677 | $227.4K | 0.05% | −1,022−21.7% | Reduced |
| Royal Bank of Canada | 3,692 | $228.0K | 0.00% | −1,941−34.5% | Reduced |
| Cerity Partners LLC | 3,721 | $230.2K | 0.00% | +3,721 | New |
| The PNC Financial Services Group, Inc. | 3,731 | $230.8K | 0.00% | −536−12.6% | Reduced |
| Creative Planning | 4,034 | $249.5K | 0.00% | −52,529−92.9% | Reduced |
| Wolverine Trading, LLC | 4,544 | $280.3K | 0.01% | +4,544 | New |
| HSBC Holdings PLC | 4,609 | $286.9K | 0.00% | +4,609 | New |
| Jane Street Group, LLC | 4,667 | $288.7K | 0.00% | −70,450−93.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,700 | $290.7K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,754 | $294.0K | 0.00% | +444+10.3% | Added |
| Gotham Asset Management, LLC | 4,758 | $294.3K | 0.00% | −4,213−47.0% | Reduced |