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 |
|---|---|---|---|---|---|
| Wellington Shields Capital Management, LLC | 11,800 | $729.8K | 0.13% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 11,658 | $721.0K | 0.00% | +8,868+317.8% | Added |
| Franklin Resources Inc | 10,280 | $704.2K | 0.00% | +1,255+13.9% | Added |
| Manufacturers Life Insurance Company, The | 11,106 | $686.9K | 0.00% | −15,460−58.2% | Reduced |
| Louisiana State Employees Retirement System | 11,000 | $680.4K | 0.01% | +4,300+64.2% | Added |
| Jennison Associates LLC | 10,895 | $673.9K | 0.00% | +10,895 | New |
| Anchor Capital Advisors LLC | 10,698 | $661.7K | 0.02% | −228−2.1% | Reduced |
| Edgestream Partners, L.P. | 10,566 | $653.5K | 0.03% | +10,566 | New |
| Oppenheimer Asset Management Inc. | 10,533 | $651.5K | 0.01% | −638−5.7% | Reduced |
| Intech Investment Management LLC | 10,099 | $624.6K | 0.01% | +4,743+88.6% | Added |
| Janney Montgomery Scott LLC | 9,858 | $610.0K | 0.00% | +3,649+58.8% | Added |
| First Hawaiian Bank | 9,361 | $579.0K | 0.02% | +9,361 | New |
| Quantbot Technologies LP | 9,162 | $566.7K | 0.02% | +5,845+176.2% | Added |
| Yousif Capital Management, LLC | 8,869 | $548.5K | 0.01% | −1,148−11.5% | Reduced |
| Balyasny Asset Management LLC | 8,865 | $548.3K | 0.00% | +8,865 | New |
| Ensign Peak Advisors, Inc | 8,184 | $506.2K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 8,077 | $499.6K | 0.05% | +8,077 | New |
| Algert Global LLC | 7,760 | $480.0K | 0.01% | −1,183−13.2% | Reduced |
| Meeder Asset Management Inc | 7,754 | $479.6K | 0.03% | +2,727+54.2% | Added |
| Maryland State Retirement & Pension System | 7,704 | $476.5K | 0.01% | +7,704 | New |
| Tower Research Capital LLC (TRC) | 7,486 | $463.0K | 0.01% | −18,810−71.5% | Reduced |
| Victory Capital Management Inc | 7,431 | $459.6K | 0.00% | −962−11.5% | Reduced |
| BNP Paribas Arbitrage, SA | 7,405 | $458.0K | 0.00% | +2,453+49.5% | Added |
| Voya Investment Management LLC | 7,383 | $456.6K | 0.00% | −560−7.1% | Reduced |
| Handelsbanken Fonder AB | 7,351 | $455.0K | 0.00% | +2,400+48.5% | Added |
| Teachers Retirement System of the State of Kentucky | 7,246 | $448.0K | 0.00% | −9,972−57.9% | Reduced |
| New York State Common Retirement Fund | 7,201 | $445.4K | 0.00% | −3,600−33.3% | Reduced |
| Graham Capital Management, L.P. | 7,141 | $441.7K | 0.01% | −12,668−64.0% | Reduced |
| Amalgamated Bank | 6,804 | $421.0K | 0.00% | −4,762−41.2% | Reduced |
| Net Worth Advisory Group | 6,673 | $412.7K | 0.12% | +6,673 | New |
| CWM Advisors, LLC | 6,649 | $411.2K | 0.04% | +2,861+75.5% | Added |
| US Bancorp | 6,589 | $407.5K | 0.00% | −199−2.9% | Reduced |
| Arizona State Retirement System | 6,570 | $406.4K | 0.00% | −78−1.2% | Reduced |
| Mariner, LLC | 5,999 | $371.0K | 0.00% | +3,299+122.2% | Added |
| State of Tennessee, Treasury Department | 5,825 | $360.3K | 0.00% | +5,825 | New |
| Group One Trading, L.P. | 5,628 | $348.1K | 0.01% | +5,628 | New |
| Oregon Public Employees Retirement Fund | 5,600 | $346.4K | 0.01% | +640+12.9% | Added |
| Toroso Investments, LLC | 5,539 | $342.6K | 0.00% | −3,664−39.8% | Reduced |
| Pacific Ridge Capital Partners, LLC | 5,456 | $337.5K | 0.08% | +5,456 | New |
| Nisa Investment Advisors, LLC | 5,329 | $329.6K | 0.00% | −443−7.7% | Reduced |
| SG Americas Securities, LLC | 5,198 | $321.0K | 0.00% | +3,186+158.3% | Added |
| Two Sigma Securities, LLC | 5,129 | $317.2K | 0.02% | +5,129 | New |
| Exchange Traded Concepts, LLC | 5,092 | $314.9K | 0.01% | +5,092 | New |
| Nomura Holdings Inc | 4,979 | $308.0K | 0.00% | +4,979 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,876 | $301.6K | 0.00% | −401−7.6% | Reduced |
| Gotham Asset Management, LLC | 4,758 | $294.3K | 0.00% | −4,213−47.0% | Reduced |
| ProShare Advisors LLC | 4,754 | $294.0K | 0.00% | +444+10.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,700 | $290.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,667 | $288.7K | 0.00% | −70,450−93.8% | Reduced |
| HSBC Holdings PLC | 4,609 | $286.9K | 0.00% | +4,609 | New |
| Wolverine Trading, LLC | 4,544 | $280.3K | 0.01% | +4,544 | New |
| Creative Planning | 4,034 | $249.5K | 0.00% | −52,529−92.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,731 | $230.8K | 0.00% | −536−12.6% | Reduced |
| Cerity Partners LLC | 3,721 | $230.2K | 0.00% | +3,721 | New |
| Royal Bank of Canada | 3,692 | $228.0K | 0.00% | −1,941−34.5% | Reduced |
| Sherbrooke Park Advisers LLC | 3,677 | $227.4K | 0.05% | −1,022−21.7% | Reduced |
| AXA S.A. | 3,471 | $214.7K | 0.00% | +3,471 | New |
| Mutual of America Capital Management LLC | 3,431 | $212.2K | 0.00% | −10,203−74.8% | Reduced |
| EntryPoint Capital, LLC | 3,364 | $208.1K | 0.12% | +2,386+244.0% | Added |
| Raymond James & Associates | 3,281 | $202.9K | 0.00% | −382−10.4% | Reduced |
| HGK Asset Management Inc | 3,182 | $196.8K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,662 | $165.0K | 0.00% | −86,125−97.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,394 | $148.1K | 0.00% | −5,064−67.9% | Reduced |
| Vestcor Inc | 2,071 | $128.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,907 | $117.9K | 0.01% | +184+10.7% | Added |
| State of Wyoming | 1,719 | $106.3K | 0.02% | +131+8.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,540 | $95.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,298 | $80.3K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,244 | $76.9K | 0.02% | +1,244 | New |
| IMA Wealth, Inc. | 1,201 | $74.3K | 0.02% | +1,201 | New |
| Shell Asset Management Co | 1,196 | $74.0K | 0.00% | +1,196 | New |
| Amundi | 1,172 | $73.1K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,100 | $68.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 991 | $61.3K | 0.00% | +991 | New |
| Public Employees Retirement System of Ohio | 783 | $48.4K | 0.00% | +182+30.3% | Added |
| KBC Group NV | 781 | $48.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 730 | $45.0K | 0.00% | +450+160.7% | Added |
| Pflug Koory, LLC | 705 | $43.6K | 0.02% | +705 | New |
| Elequin Capital LP | 670 | $41.4K | 0.00% | +670 | New |
| Advisor Group Holdings, Inc. | 561 | $34.7K | 0.00% | −455−44.8% | Reduced |
| Ronald Blue Trust, Inc. | 338 | $31.3K | 0.00% | +56+19.9% | Added |
| Fifth Third Bancorp | 485 | $30.0K | 0.00% | +285+142.5% | Added |
| Quadrant Capital Group LLC | 348 | $21.5K | 0.00% | +329+1,731.6% | Added |
| Northwestern Mutual Wealth Management Co | 314 | $19.4K | 0.00% | −286−47.7% | Reduced |
| Canada Pension Plan Investment Board | 300 | $18.6K | 0.00% | −5,600−94.9% | Reduced |
| Bessemer Group Inc | 292 | $18.0K | 0.00% | +66+29.2% | Added |
| TD Private Client Wealth LLC | 255 | $15.8K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 248 | $15.3K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 247 | $15.3K | 0.00% | +180+268.7% | Added |
| GW&K Investment Management, LLC | 219 | $14.0K | 0.00% | −187,376−99.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 189 | $11.7K | 0.00% | +189 | New |
| Nomura Asset Management Co Ltd | 170 | $10.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 154 | $9.53K | 0.00% | +154 | New |
| Harbor Capital Advisors, Inc. | 138 | $9.00K | 0.00% | +138 | New |
| Principal Securities, Inc. | 137 | $8.47K | 0.00% | −13−8.7% | Reduced |
| Whittier Trust Co | 134 | $8.29K | 0.00% | −36−21.2% | Reduced |
| Harbour Investments, Inc. | 132 | $8.16K | 0.00% | +132 | New |
| Steward Partners Investment Advisory, LLC | 128 | $7.92K | 0.00% | −9−6.6% | Reduced |
| Rise Advisors, LLC | 127 | $7.86K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 | $7.48K | 0.00% | 00.0% | Unchanged |