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.
Q4 2024 vs. Q3 2024
How the institutions holding Helen of Troy Ltd changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 245 | 4 | 242 | +1 |
| Shares | 24.0M | 59.8K | 24.0M | +48.9K (+0.2%) |
| Value | $1.49B | $3.70M | $1.44B | −$45.6M (−3.1%) |
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (44)
Institutions that held Helen of Troy Ltd at the end of Q4 2024 but not at the end of Q3 2024.
Sold out (43)
Institutions that held Helen of Troy Ltd at the end of Q3 2024 and filed for Q4 2024 without it.
Not filed for Q4 2024 yet (4)
Institutions that held Helen of Troy Ltd at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Chartwell Investment Partners, LLC | 56,206 | $3.48M |
| Raymond James & Associates | 3,281 | $202.9K |
| Planning Capital Management Corp | 248 | $15.3K |
| Naples Money Management LLC | 36 | $2.23K |