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, Q4 2024
Institutional positions in Helen of Troy Ltd as of Dec 31, 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
- 242
- +1 vs. Q3 2024
- Shares held
- 24.0M
- +48.9K (+0.2%) vs. Q3 2024
- Total value
- $1.44B
- −$45.6M (−3.1%) vs. Q3 2024
- New holders
- 44
- 88 more added
- Sold out
- 43
- 67 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,636,991 | $217.6M | 0.00% | +129,676+3.7% | Added |
| FMR LLC | 2,679,872 | $160.3M | 0.01% | −200,585−7.0% | Reduced |
| Vanguard Group Inc | 2,626,315 | $157.1M | 0.00% | −14,508−0.5% | Reduced |
| Dimensional Fund Advisors LP | 1,084,426 | $64.9M | 0.02% | −6,502−0.6% | Reduced |
| State Street Corp | 931,536 | $55.7M | 0.00% | +36,855+4.1% | Added |
| Pacer Advisors, Inc. | 919,514 | $55.0M | 0.12% | −150,426−14.1% | Reduced |
| Earnest Partners LLC | 757,339 | $45.3M | 0.20% | +118,982+18.6% | Added |
| Pzena Investment Management LLC | 705,711 | $42.2M | 0.14% | +124,269+21.4% | Added |
| Cooper Creek Partners Management LLC | 689,416 | $41.2M | 1.28% | +689,416 | New |
| Arrowstreet Capital, Limited Partnership | 646,746 | $38.7M | 0.03% | +528,305+446.0% | Added |
| Geode Capital Management, LLC | 534,565 | $32.0M | 0.00% | −1,318−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 482,154 | $28.8M | 0.01% | +72,076+17.6% | Added |
| William Blair Investment Management, LLC | 440,851 | $26.4M | 0.06% | +8,597+2.0% | Added |
| Morgan Stanley | 372,698 | $22.3M | 0.00% | −17,078−4.4% | Reduced |
| Bank of America Corp | 364,180 | $21.8M | 0.00% | +162,460+80.5% | Added |
| Bank of New York Mellon Corp | 349,205 | $20.9M | 0.00% | +178,310+104.3% | Added |
| Medina Singh Partners, LLC | 318,463 | $19.1M | 7.81% | +239,593+303.8% | Added |
| Janus Henderson Group PLC | 302,709 | $18.1M | 0.01% | +100,767+49.9% | Added |
| Capital International Investors | 269,597 | $16.1M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 258,835 | $15.5M | 0.00% | +32,971+14.6% | Added |
| Wellington Management Group LLP | 239,857 | $14.4M | 0.00% | −2,538−1.0% | Reduced |
| Goldman Sachs Group Inc | 237,710 | $14.2M | 0.00% | −79,577−25.1% | Reduced |
| Systematic Financial Management LP | 236,809 | $14.2M | 0.36% | +9,930+4.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 234,049 | $14.0M | 0.05% | −1,828−0.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 208,190 | $12.5M | 0.04% | −14,930−6.7% | Reduced |
| Clearbridge Investments, LLC | 203,317 | $12.2M | 0.01% | −2,539−1.2% | Reduced |
| UBS Group AG | 202,275 | $12.1M | 0.00% | +90,658+81.2% | Added |
| D. E. Shaw & Co., Inc. | 198,201 | $11.9M | 0.01% | −23,287−10.5% | Reduced |
| AQR Capital Management LLC | 194,788 | $11.7M | 0.02% | −112,653−36.6% | Reduced |
| Invenomic Capital Management LP | 141,986 | $8.50M | 0.48% | −89,270−38.6% | Reduced |
| Principal Financial Group Inc | 131,305 | $7.86M | 0.00% | +6,471+5.2% | Added |
| Envestnet Asset Management Inc | 123,912 | $7.41M | 0.00% | +72,870+142.8% | Added |
| Ameriprise Financial Inc | 111,155 | $6.65M | 0.00% | −6,686−5.7% | Reduced |
| Voloridge Investment Management, LLC | 110,551 | $6.61M | 0.02% | −227,575−67.3% | Reduced |
| Clearline Capital LP | 110,158 | $6.59M | 0.87% | −95,580−46.5% | Reduced |
| Citadel Advisors LLC | 107,606 | $6.44M | 0.01% | +43,216+67.1% | Added |
| Wells Fargo & Company | 92,846 | $5.55M | 0.00% | +22,148+31.3% | Added |
| Invesco Ltd. | 91,447 | $5.47M | 0.00% | +23,085+33.8% | Added |
| Nuveen Asset Management, LLC | 91,089 | $5.45M | 0.00% | +154+0.2% | Added |
| JPMorgan Chase & Co | 90,080 | $5.39M | 0.00% | +6,191+7.4% | Added |
| Rhumbline Advisers | 75,283 | $4.50M | 0.00% | −1,623−2.1% | Reduced |
| Franklin Resources Inc | 72,367 | $4.33M | 0.00% | +62,087+604.0% | Added |
| Woodline Partners LP | 72,180 | $4.32M | 0.03% | +72,180 | New |
| First Trust Advisors LP | 69,856 | $4.18M | 0.00% | +36,795+111.3% | Added |
| Capital Fund Management S.A. | 69,511 | $4.16M | 0.04% | −28,355−29.0% | Reduced |
| Gladstone Institutional Advisory LLC | 67,543 | $4.04M | 0.19% | +9,225+15.8% | Added |
| Legal & General Group Plc | 64,198 | $3.84M | 0.00% | +709+1.1% | Added |
| UBS Asset Management Americas Inc | 63,912 | $3.82M | 0.00% | +6,196+10.7% | Added |
| Peregrine Capital Management LLC | 58,048 | $3.47M | 0.10% | +22,487+63.2% | Added |
| Public Sector Pension Investment Board | 56,953 | $3.41M | 0.01% | +8,553+17.7% | Added |
| Raymond James Financial Inc | 56,270 | $3.37M | 0.00% | +56,270 | New |
| Deutsche Bank AG | 56,132 | $3.36M | 0.00% | +24,339+76.6% | Added |
| Jane Street Group, LLC | 53,159 | $3.18M | 0.01% | +48,492+1,039.0% | Added |
| Ancora Advisors, LLC | 52,399 | $3.14M | 0.07% | +14,999+40.1% | Added |
| Susquehanna Fundamental Investments, LLC | 51,624 | $3.09M | 0.05% | +51,624 | New |
| Point72 Hong Kong Ltd | 50,105 | $3.00M | 0.19% | +50,105 | New |
| American Century Companies Inc | 49,293 | $2.95M | 0.00% | +4,528+10.1% | Added |
| Nordea Investment Management AB | 48,961 | $2.92M | 0.00% | +2,675+5.8% | Added |
| Allspring Global Investments Holdings, LLC | 47,699 | $2.84M | 0.00% | −43,422−47.7% | Reduced |
| LPL Financial LLC | 46,225 | $2.77M | 0.00% | −1,605−3.4% | Reduced |
| Swiss National Bank | 45,000 | $2.69M | 0.00% | +400+0.9% | Added |
| Barclays PLC | 44,779 | $2.68M | 0.00% | +866+2.0% | Added |
| Natixis | 39,700 | $2.38M | 0.02% | +39,700 | New |
| Clark Estates Inc | 37,700 | $2.26M | 0.44% | +37,700 | New |
| PDT Partners, LLC | 35,911 | $2.15M | 0.19% | −6,606−15.5% | Reduced |
| Russell Investments Group, Ltd. | 35,846 | $2.14M | 0.00% | +56+0.2% | Added |
| SEI Investments Co | 34,867 | $2.09M | 0.00% | +5,920+20.5% | Added |
| Citigroup Inc | 33,100 | $1.98M | 0.00% | +4,556+16.0% | Added |
| Campbell & CO Investment Adviser LLC | 32,991 | $1.97M | 0.15% | +32,991 | New |
| Winton Group Ltd | 29,149 | $1.74M | 0.12% | −27,884−48.9% | Reduced |
| Ninety One UK Ltd | 27,956 | $1.67M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 27,145 | $1.62M | 0.00% | −900−3.2% | Reduced |
| Tudor Investment Corp Et Al | 26,768 | $1.60M | 0.02% | −12,039−31.0% | Reduced |
| Alliancebernstein L.P. | 26,167 | $1.57M | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 25,672 | $1.54M | 0.00% | +8,610+50.5% | Added |
| Verition Fund Management LLC | 23,028 | $1.38M | 0.01% | −35,193−60.4% | Reduced |
| Villanova Investment Management Co LLC | 22,123 | $1.32M | 1.18% | +2,155+10.8% | Added |
| Price T Rowe Associates Inc | 21,751 | $1.30M | 0.00% | +1,621+8.1% | Added |
| California State Teachers Retirement System | 21,360 | $1.28M | 0.00% | −219−1.0% | Reduced |
| Atom Investors LP | 21,287 | $1.27M | 0.16% | +21,287 | New |
| Bayesian Capital Management, LP | 20,131 | $1.20M | 0.15% | +5,000+33.0% | Added |
| QSV Equity Investors LLC | 19,553 | $1.17M | 1.12% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 17,663 | $1.06M | 0.00% | −252−1.4% | Reduced |
| Gotham Asset Management, LLC | 16,858 | $1.01M | 0.01% | +12,100+254.3% | Added |
| Jacobs Levy Equity Management, Inc | 15,953 | $954.5K | 0.00% | −1,221−7.1% | Reduced |
| Fox Run Management, L.L.C. | 14,423 | $862.9K | 0.16% | +14,423 | New |
| HRT Financial LP | 14,149 | $846.0K | 0.00% | +14,149 | New |
| MetLife Investment Management | 13,807 | $826.1K | 0.00% | +787+6.0% | Added |
| Susquehanna International Group, LLP | 13,691 | $819.1K | 0.00% | −18,277−57.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,460 | $806.0K | 0.13% | +13,460 | New |
| Avantax Advisory Services, Inc. | 13,428 | $803.4K | 0.01% | +13,428 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 12,970 | $776.0K | 0.00% | +477+3.8% | Added |
| State of Alaska, Department of Revenue | 12,941 | $774.0K | 0.01% | −77−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 12,595 | $753.6K | 0.01% | +12,595 | New |
| State of Tennessee, Treasury Department | 12,382 | $740.8K | 0.00% | +6,557+112.6% | Added |
| Tower Research Capital LLC (TRC) | 12,219 | $731.1K | 0.01% | +4,733+63.2% | Added |
| Corebridge Financial, Inc. | 12,134 | $726.0K | 0.00% | −946−7.2% | Reduced |
| Cubist Systematic Strategies, LLC | 11,908 | $712.5K | 0.01% | +11,908 | New |
| Wellington Shields Capital Management, LLC | 11,800 | $706.0K | 0.12% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 11,209 | $670.6K | 0.02% | +511+4.8% | Added |