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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1 | $60 | 0.00% | −5−83.3% | Reduced |
| North Star Investment Management Corp. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $60 | 0.00% | 0 | New |
| Raffa Wealth Management, LLC | 2 | $120 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $180 | 0.00% | +3 | New |
| Northwestern Mutual Wealth Management Co | 5 | $299 | 0.00% | −309−98.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 6 | $358 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $539 | 0.00% | +9 | New |
| Farmers & Merchants Investments Inc | 10 | $598 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 10 | $598 | 0.00% | +10 | New |
| Asset Dedication, LLC | 12 | $718 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12 | $718 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 13 | $778 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 13 | $778 | 0.00% | +13 | New |
| Newbridge Financial Services Group, Inc. | 15 | $897 | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 15 | $898 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15 | $972 | 0.00% | −10−40.0% | Reduced |
| Covestor Ltd | 12 | $1.00K | 0.00% | +1+9.1% | Added |
| Carolinas Wealth Consulting LLC | 18 | $1.08K | 0.00% | +18 | New |
| MV Capital Management, Inc. | 22 | $1.32K | 0.00% | +10+83.3% | Added |
| Prestige Wealth Management Group LLC | 28 | $1.68K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 29 | $1.74K | 0.00% | −4−12.1% | Reduced |
| Geneos Wealth Management Inc. | 31 | $1.85K | 0.00% | +9+40.9% | Added |
| Lindbrook Capital, LLC | 32 | $1.92K | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 33 | $1.98K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 30 | $2.00K | 0.00% | −15−33.3% | Reduced |
| Capital Advisors, Ltd. LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 40 | $2.39K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $2.39K | 0.00% | +10+33.3% | Added |
| SBI Securities Co., Ltd. | 40 | $2.39K | 0.00% | +40 | New |
| CIBC Private Wealth Group, LLC | 45 | $2.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 45 | $2.69K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 47 | $2.79K | 0.00% | +35+291.7% | Added |
| Parkside Financial Bank & Trust | 47 | $2.81K | 0.00% | +2+4.4% | Added |
| EverSource Wealth Advisors, LLC | 49 | $2.93K | 0.00% | +37+308.3% | Added |
| Huntington National Bank | 50 | $2.99K | 0.00% | +46+1,150.0% | Added |
| GHP Investment Advisors, Inc. | 55 | $3.29K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 61 | $3.65K | 0.00% | +10+19.6% | Added |
| Parallel Advisors, LLC | 65 | $3.89K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 66 | $3.95K | 0.00% | +66 | New |
| WPG Advisers, LLC | 73 | $4.37K | 0.00% | +73 | New |
| Proequities, Inc. | 73 | $4.73K | 0.00% | +66+942.9% | Added |
| Private Trust Co NA | 85 | $5.09K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 90 | $5.38K | 0.00% | −44−32.8% | Reduced |
| Advisor Group Holdings, Inc. | 102 | $6.10K | 0.00% | −459−81.8% | Reduced |
| Oarsman Capital, Inc. | 105 | $6.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 114 | $6.82K | 0.00% | +40+54.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 114 | $6.82K | 0.00% | +114 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 | $7.24K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 127 | $7.60K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 128 | $7.66K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 132 | $7.90K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 153 | $9.00K | 0.00% | +15+10.9% | Added |
| Venturi Wealth Management, LLC | 154 | $9.21K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 167 | $9.99K | 0.00% | −23,592−99.3% | Reduced |
| Nomura Asset Management Co Ltd | 170 | $10.2K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 187 | $11.2K | 0.00% | −2−1.1% | Reduced |
| Clear Street Markets LLC | 187 | $11.2K | 0.00% | +187 | New |
| Aster Capital Management (DIFC) Ltd | 217 | $13.0K | 0.00% | −1,027−82.6% | Reduced |
| GW&K Investment Management, LLC | 219 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 238 | $14.2K | 0.00% | −100−29.6% | Reduced |
| Leonteq Securities AG | 276 | $16.5K | 0.00% | +276 | New |
| Bessemer Group Inc | 292 | $18.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 371 | $22.2K | 0.00% | +234+170.8% | Added |
| Quadrant Capital Group LLC | 474 | $28.4K | 0.00% | +126+36.2% | Added |
| GAMMA Investing LLC | 484 | $29.0K | 0.00% | +237+96.0% | Added |
| Fifth Third Bancorp | 496 | $29.7K | 0.00% | +11+2.3% | Added |
| Canada Pension Plan Investment Board | 500 | $29.9K | 0.00% | +200+66.7% | Added |
| Pflug Koory, LLC | 705 | $42.2K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 718 | $43.0K | 0.00% | +642+844.7% | Added |
| FNY Investment Advisers, LLC | 750 | $44.0K | 0.02% | +750 | New |
| State of Wyoming | 814 | $48.7K | 0.01% | −905−52.6% | Reduced |
| Quarry LP | 814 | $48.7K | 0.01% | +734+917.5% | Added |
| Public Employees Retirement System of Ohio | 887 | $53.1K | 0.00% | +104+13.3% | Added |
| Group One Trading, L.P. | 1,045 | $62.5K | 0.00% | −4,583−81.4% | Reduced |
| Signaturefd, LLC | 1,133 | $67.8K | 0.00% | +142+14.3% | Added |
| Shell Asset Management Co | 1,196 | $72.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,298 | $77.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,352 | $81.0K | 0.00% | +571+73.1% | Added |
| CWM, LLC | 1,399 | $84.0K | 0.00% | +669+91.6% | Added |
| Hazlett, Burt & Watson, Inc. | 1,540 | $93.0K | 0.04% | 00.0% | Unchanged |
| Amundi | 1,651 | $97.4K | 0.00% | +479+40.9% | Added |
| Ameritas Investment Partners, Inc. | 2,394 | $143.2K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,502 | $149.7K | 0.00% | +2,502 | New |
| HGK Asset Management Inc | 2,540 | $152.0K | 0.03% | −642−20.2% | Reduced |
| Public Employees Retirement Association of Colorado | 2,662 | $159.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 2,800 | $168.0K | 0.00% | +2,800 | New |
| BNP Paribas Arbitrage, SA | 3,405 | $203.7K | 0.00% | −4,000−54.0% | Reduced |
| Mutual of America Capital Management LLC | 3,462 | $207.1K | 0.00% | +31+0.9% | Added |
| Sherbrooke Park Advisers LLC | 3,669 | $219.5K | 0.07% | −8−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,815 | $228.3K | 0.00% | +84+2.3% | Added |
| Point72 (DIFC) Ltd | 4,064 | $243.1K | 0.02% | +4,064 | New |
| Point72 Asset Management, L.P. | 4,300 | $257.3K | 0.00% | +4,300 | New |
| Bridgewater Associates, LP | 4,325 | $258.8K | 0.00% | −10,732−71.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,695 | $280.9K | 0.00% | +4,695 | New |
| Headlands Technologies LLC | 4,743 | $283.8K | 0.03% | +2,836+148.7% | Added |
| Net Worth Advisory Group | 4,824 | $288.6K | 0.09% | −1,849−27.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,879 | $291.9K | 0.00% | +3+0.1% | Added |
| Toroso Investments, LLC | 5,278 | $315.8K | 0.00% | −261−4.7% | Reduced |