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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,876 | $301.6K | 0.00% | −401−7.6% | Reduced |
| Nomura Holdings Inc | 4,979 | $308.0K | 0.00% | +4,979 | New |
| Exchange Traded Concepts, LLC | 5,092 | $314.9K | 0.01% | +5,092 | New |
| Two Sigma Securities, LLC | 5,129 | $317.2K | 0.02% | +5,129 | New |
| SG Americas Securities, LLC | 5,198 | $321.0K | 0.00% | +3,186+158.3% | Added |
| Nisa Investment Advisors, LLC | 5,329 | $329.6K | 0.00% | −443−7.7% | Reduced |
| Pacific Ridge Capital Partners, LLC | 5,456 | $337.5K | 0.08% | +5,456 | New |
| Toroso Investments, LLC | 5,539 | $342.6K | 0.00% | −3,664−39.8% | Reduced |
| Oregon Public Employees Retirement Fund | 5,600 | $346.4K | 0.01% | +640+12.9% | Added |
| Group One Trading, L.P. | 5,628 | $348.1K | 0.01% | +5,628 | New |
| State of Tennessee, Treasury Department | 5,825 | $360.3K | 0.00% | +5,825 | New |
| Mariner, LLC | 5,999 | $371.0K | 0.00% | +3,299+122.2% | Added |
| Arizona State Retirement System | 6,570 | $406.4K | 0.00% | −78−1.2% | Reduced |
| US Bancorp | 6,589 | $407.5K | 0.00% | −199−2.9% | Reduced |
| CWM Advisors, LLC | 6,649 | $411.2K | 0.04% | +2,861+75.5% | Added |
| Net Worth Advisory Group | 6,673 | $412.7K | 0.12% | +6,673 | New |
| Amalgamated Bank | 6,804 | $421.0K | 0.00% | −4,762−41.2% | Reduced |
| Graham Capital Management, L.P. | 7,141 | $441.7K | 0.01% | −12,668−64.0% | Reduced |
| New York State Common Retirement Fund | 7,201 | $445.4K | 0.00% | −3,600−33.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,246 | $448.0K | 0.00% | −9,972−57.9% | Reduced |
| Handelsbanken Fonder AB | 7,351 | $455.0K | 0.00% | +2,400+48.5% | Added |
| Voya Investment Management LLC | 7,383 | $456.6K | 0.00% | −560−7.1% | Reduced |
| BNP Paribas Arbitrage, SA | 7,405 | $458.0K | 0.00% | +2,453+49.5% | Added |
| Victory Capital Management Inc | 7,431 | $459.6K | 0.00% | −962−11.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,486 | $463.0K | 0.01% | −18,810−71.5% | Reduced |
| Maryland State Retirement & Pension System | 7,704 | $476.5K | 0.01% | +7,704 | New |
| Meeder Asset Management Inc | 7,754 | $479.6K | 0.03% | +2,727+54.2% | Added |
| Algert Global LLC | 7,760 | $480.0K | 0.01% | −1,183−13.2% | Reduced |
| Entropy Technologies, LP | 8,077 | $499.6K | 0.05% | +8,077 | New |
| Ensign Peak Advisors, Inc | 8,184 | $506.2K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 8,865 | $548.3K | 0.00% | +8,865 | New |
| Yousif Capital Management, LLC | 8,869 | $548.5K | 0.01% | −1,148−11.5% | Reduced |
| Quantbot Technologies LP | 9,162 | $566.7K | 0.02% | +5,845+176.2% | Added |
| First Hawaiian Bank | 9,361 | $579.0K | 0.02% | +9,361 | New |
| Janney Montgomery Scott LLC | 9,858 | $610.0K | 0.00% | +3,649+58.8% | Added |
| Intech Investment Management LLC | 10,099 | $624.6K | 0.01% | +4,743+88.6% | Added |
| Oppenheimer Asset Management Inc. | 10,533 | $651.5K | 0.01% | −638−5.7% | Reduced |
| Edgestream Partners, L.P. | 10,566 | $653.5K | 0.03% | +10,566 | New |
| Anchor Capital Advisors LLC | 10,698 | $661.7K | 0.02% | −228−2.1% | Reduced |
| Jennison Associates LLC | 10,895 | $673.9K | 0.00% | +10,895 | New |
| Louisiana State Employees Retirement System | 11,000 | $680.4K | 0.01% | +4,300+64.2% | Added |
| Manufacturers Life Insurance Company, The | 11,106 | $686.9K | 0.00% | −15,460−58.2% | Reduced |
| Franklin Resources Inc | 10,280 | $704.2K | 0.00% | +1,255+13.9% | Added |
| Federated Hermes, Inc. | 11,658 | $721.0K | 0.00% | +8,868+317.8% | Added |
| Wellington Shields Capital Management, LLC | 11,800 | $729.8K | 0.13% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 12,493 | $772.7K | 0.00% | +447+3.7% | Added |
| Evernest Financial Advisors, LLC | 12,531 | $775.0K | 0.21% | +12,531 | New |
| State of Alaska, Department of Revenue | 13,018 | $805.0K | 0.01% | +10,391+395.5% | Added |
| MetLife Investment Management | 13,020 | $805.3K | 0.00% | −12,833−49.6% | Reduced |
| Corebridge Financial, Inc. | 13,080 | $809.0K | 0.00% | −29,648−69.4% | Reduced |
| Bridgewater Associates, LP | 15,057 | $931.3K | 0.01% | −17,595−53.9% | Reduced |
| Nierenberg Investment Management Company, Inc. | 15,080 | $932.7K | 0.56% | +2,000+15.3% | Added |
| Bayesian Capital Management, LP | 15,131 | $935.9K | 0.11% | +15,131 | New |
| State of Wisconsin Investment Board | 15,786 | $976.4K | 0.00% | −926−5.5% | Reduced |
| Ambassador Advisors, LLC | 16,748 | $1.04M | 0.18% | −14,089−45.7% | Reduced |
| Brevan Howard Capital Management LP | 16,787 | $1.04M | 0.05% | +16,787 | New |
| Bank of Montreal | 17,062 | $1.05M | 0.00% | +9,223+117.7% | Added |
| Jacobs Levy Equity Management, Inc | 17,174 | $1.06M | 0.00% | +17,174 | New |
| Thrivent Financial for Lutherans | 17,915 | $1.11M | 0.00% | +12,162+211.4% | Added |
| QSV Equity Investors LLC | 19,553 | $1.21M | 1.13% | +7,313+59.7% | Added |
| Villanova Investment Management Co LLC | 19,968 | $1.24M | 1.32% | +19,968 | New |
| Price T Rowe Associates Inc | 20,130 | $1.25M | 0.00% | +1,072+5.6% | Added |
| California State Teachers Retirement System | 21,579 | $1.33M | 0.00% | −1,591−6.9% | Reduced |
| Marshall Wace, LLP | 23,400 | $1.45M | 0.00% | −27,902−54.4% | Reduced |
| Walleye Capital LLC | 23,759 | $1.47M | 0.02% | −5,759−19.5% | Reduced |
| Alliancebernstein L.P. | 26,167 | $1.62M | 0.00% | −22,437−46.2% | Reduced |
| Ninety One UK Ltd | 27,956 | $1.73M | 0.00% | +27,956 | New |
| New York State Teachers Retirement System | 28,045 | $1.74M | 0.00% | −1,992−6.6% | Reduced |
| Citigroup Inc | 28,544 | $1.77M | 0.00% | +20,042+235.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 28,700 | $1.78M | 0.00% | +28,700 | New |
| SEI Investments Co | 28,947 | $1.79M | 0.00% | −56,282−66.0% | Reduced |
| Azzad Asset Management Inc | 29,663 | $1.83M | 0.21% | −1,824−5.8% | Reduced |
| Deutsche Bank AG | 31,793 | $1.97M | 0.00% | +3,244+11.4% | Added |
| Susquehanna International Group, LLP | 31,968 | $1.98M | 0.00% | −29,114−47.7% | Reduced |
| First Trust Advisors LP | 33,061 | $2.04M | 0.00% | +2,900+9.6% | Added |
| Arizona PSPRS Trust | 33,500 | $2.07M | 0.08% | +33,500 | New |
| Peregrine Capital Management LLC | 35,561 | $2.20M | 0.07% | −11,523−24.5% | Reduced |
| Russell Investments Group, Ltd. | 35,790 | $2.21M | 0.00% | −32,470−47.6% | Reduced |
| Millennium Management LLC | 36,149 | $2.24M | 0.00% | +3,440+10.5% | Added |
| Ancora Advisors, LLC | 37,400 | $2.31M | 0.05% | +37,400 | New |
| Tudor Investment Corp Et Al | 38,807 | $2.40M | 0.03% | +26,213+208.1% | Added |
| PDT Partners, LLC | 42,517 | $2.63M | 0.23% | +42,517 | New |
| Barclays PLC | 43,913 | $2.72M | 0.00% | +14,898+51.3% | Added |
| Swiss National Bank | 44,600 | $2.76M | 0.00% | −2,200−4.7% | Reduced |
| American Century Companies Inc | 44,765 | $2.77M | 0.00% | +6,364+16.6% | Added |
| Jump Financial, LLC | 45,400 | $2.81M | 0.06% | +45,400 | New |
| Nordea Investment Management AB | 46,286 | $2.87M | 0.00% | −2,396−4.9% | Reduced |
| LPL Financial LLC | 47,830 | $2.96M | 0.00% | +26,663+126.0% | Added |
| Public Sector Pension Investment Board | 48,400 | $2.99M | 0.02% | +48,400 | New |
| Envestnet Asset Management Inc | 51,042 | $3.16M | 0.00% | −227−0.4% | Reduced |
| Chartwell Investment Partners, LLC | 56,206 | $3.48M | 0.12% | −6,301−10.1% | Reduced |
| Winton Group Ltd | 57,033 | $3.53M | 0.25% | +57,033 | New |
| UBS Asset Management Americas Inc | 57,716 | $3.57M | 0.00% | +30,993+116.0% | Added |
| Verition Fund Management LLC | 58,221 | $3.60M | 0.02% | −8,768−13.1% | Reduced |
| Gladstone Institutional Advisory LLC | 58,318 | $3.61M | 0.18% | +3,609+6.6% | Added |
| Legal & General Group Plc | 63,489 | $3.93M | 0.00% | +25,766+68.3% | Added |
| Citadel Advisors LLC | 64,390 | $3.98M | 0.00% | −29,694−31.6% | Reduced |
| Invesco Ltd. | 68,362 | $4.23M | 0.00% | −125,953−64.8% | Reduced |
| Wells Fargo & Company | 70,698 | $4.37M | 0.00% | +27,495+63.6% | Added |
| Qube Research & Technologies Ltd | 71,813 | $4.44M | 0.01% | +62,616+680.8% | Added |