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 |
|---|---|---|---|---|---|
| Oarsman Capital, Inc. | 105 | $6.49K | 0.00% | −6,443−98.4% | Reduced |
| Private Trust Co NA | 85 | $5.26K | 0.00% | +85 | New |
| Quarry LP | 80 | $4.95K | 0.00% | −173−68.4% | Reduced |
| Sterling Capital Management LLC | 76 | $4.70K | 0.00% | +76 | New |
| Versant Capital Management, Inc | 74 | $4.58K | 0.00% | +58+362.5% | Added |
| Parallel Advisors, LLC | 65 | $4.02K | 0.00% | −37−36.3% | Reduced |
| GHP Investment Advisors, Inc. | 55 | $3.40K | 0.00% | −6,687−99.2% | Reduced |
| Umb Bank N A | 51 | $3.15K | 0.00% | +35+218.8% | Added |
| Smithfield Trust Co | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| CIBC Private Wealth Group, LLC | 45 | $2.78K | 0.00% | −100−69.0% | Reduced |
| Sittner & Nelson, LLC | 40 | $2.47K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 36 | $2.23K | 0.00% | +12+50.0% | Added |
| JFS Wealth Advisors, LLC | 33 | $2.04K | 0.00% | −10−23.3% | Reduced |
| Global Retirement Partners, LLC | 33 | $2.04K | 0.00% | +28+560.0% | Added |
| Capital Advisors, Ltd. LLC | 40 | $2.00K | 0.00% | +40 | New |
| 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 |
| Prestige Wealth Management Group LLC | 28 | $1.73K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 25 | $1.55K | 0.00% | +15+150.0% | Added |
| Geneos Wealth Management Inc. | 22 | $1.36K | 0.00% | +22 | New |
| Assetmark, Inc | 21 | $1.30K | 0.00% | −212−91.0% | Reduced |
| Eagle Bay Advisors LLC | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $1.05K | 0.00% | +17 | New |
| Covestor Ltd | 11 | $1.00K | 0.00% | +10+1,000.0% | Added |
| Bell Investment Advisors, Inc | 15 | $928 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 13 | $804 | 0.00% | −33−71.7% | Reduced |
| 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 |
| GWM Advisors LLC | 12 | $742 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 12 | $740 | 0.00% | +10+500.0% | Added |
| Farmers & Merchants Investments Inc | 10 | $619 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 7 | $432 | 0.00% | −12−63.2% | Reduced |
| 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 |
| Huntington National Bank | 4 | $247 | 0.00% | +2+100.0% | Added |
| Capital Performance Advisors LLP | 3 | $186 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 2 | $124 | 0.00% | 00.0% | Unchanged |
| 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 |
| Hemington Wealth Management | 1 | $0 | 0.00% | +1 | New |
| Cooke & Bieler LP | 0 | $0 | 0.00% | −1,913,566−100.0% | Sold out |
| Snyder Capital Management L P | 0 | $0 | 0.00% | −629,896−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −286,630−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −245,886−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −214,398−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −133,263−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −92,188−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −40,902−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −35,955−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −35,833−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −29,387−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −25,344−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −25,053−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −24,712−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −20,219−100.0% | Sold out |
| Cardinal Capital Management LLC | 0 | $0 | 0.00% | −19,333−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −18,143−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −14,416−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −10,324−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −10,293−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,577−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −8,421−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,779−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,211−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −5,727−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,688−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| New Mexico Educational Retirement Board | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Pier 88 Investment Partners LLC | 0 | $0 | 0.00% | −4,445−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −4,427−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,317−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,827−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −3,232−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −3,113−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −3,098−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −3,074−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,056−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −2,961−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −2,917−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −2,915−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −2,787−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −2,708−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −2,669−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,666−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −2,587−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −2,327−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −2,192−100.0% | Sold out |
| Securian Asset Management, Inc | 0 | $0 | 0.00% | −1,841−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |