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 |
|---|---|---|---|---|---|
| KLP Kapitalforvaltning AS | 5,300 | $317.1K | 0.00% | +5,300 | New |
| Creative Planning | 5,302 | $317.2K | 0.00% | +1,268+31.4% | Added |
| Oregon Public Employees Retirement Fund | 5,369 | $321.2K | 0.01% | −231−4.1% | Reduced |
| Federated Hermes, Inc. | 5,419 | $324.2K | 0.00% | −6,239−53.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,421 | $324.3K | 0.00% | +721+15.3% | Added |
| Nisa Investment Advisors, LLC | 5,445 | $325.8K | 0.00% | +116+2.2% | Added |
| Prelude Capital Management, LLC | 5,806 | $347.4K | 0.03% | +5,806 | New |
| Royal Bank of Canada | 5,932 | $355.0K | 0.00% | +2,240+60.7% | Added |
| Royce & Associates LP | 5,940 | $355.4K | 0.00% | +5,940 | New |
| Quadrature Capital Ltd | 5,960 | $356.6K | 0.01% | +5,960 | New |
| Mariner, LLC | 6,049 | $361.9K | 0.00% | +50+0.8% | Added |
| Schonfeld Strategic Advisors LLC | 6,102 | $365.1K | 0.00% | +6,102 | New |
| Victory Capital Management Inc | 6,223 | $372.3K | 0.00% | −1,208−16.3% | Reduced |
| Balyasny Asset Management LLC | 6,287 | $376.2K | 0.00% | −2,578−29.1% | Reduced |
| Entropy Technologies, LP | 6,582 | $393.8K | 0.04% | −1,495−18.5% | Reduced |
| Arizona State Retirement System | 6,620 | $396.1K | 0.00% | +50+0.8% | Added |
| Amalgamated Bank | 6,647 | $398.0K | 0.00% | −157−2.3% | Reduced |
| CWM Advisors, LLC | 6,703 | $401.0K | 0.04% | +54+0.8% | Added |
| ProShare Advisors LLC | 6,868 | $410.9K | 0.00% | +2,114+44.5% | Added |
| Voya Investment Management LLC | 6,888 | $412.1K | 0.00% | −495−6.7% | Reduced |
| Handelsbanken Fonder AB | 6,951 | $416.0K | 0.00% | −400−5.4% | Reduced |
| New York State Common Retirement Fund | 7,201 | $430.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 7,208 | $431.3K | 0.00% | −133,826−94.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,246 | $434.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 7,258 | $434.2K | 0.45% | +7,258 | New |
| AXA S.A. | 7,352 | $439.9K | 0.00% | +3,881+111.8% | Added |
| Centiva Capital, LP | 7,429 | $444.5K | 0.02% | +7,429 | New |
| Janney Montgomery Scott LLC | 7,634 | $457.0K | 0.00% | −2,224−22.6% | Reduced |
| Maryland State Retirement & Pension System | 7,704 | $460.9K | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 8,097 | $484.4K | 0.00% | +8,097 | New |
| Ensign Peak Advisors, Inc | 8,184 | $489.6K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 8,701 | $520.6K | 0.01% | −168−1.9% | Reduced |
| US Bancorp | 8,709 | $521.1K | 0.00% | +2,120+32.2% | Added |
| Stifel Financial Corp | 9,109 | $545.0K | 0.00% | +9,109 | New |
| Intech Investment Management LLC | 9,401 | $562.5K | 0.01% | −698−6.9% | Reduced |
| Oppenheimer Asset Management Inc. | 9,728 | $582.0K | 0.01% | −805−7.6% | Reduced |
| First Hawaiian Bank | 10,032 | $600.2K | 0.02% | +671+7.2% | Added |
| Pacific Ridge Capital Partners, LLC | 10,230 | $612.1K | 0.14% | +4,774+87.5% | Added |
| State of Wisconsin Investment Board | 10,589 | $633.5K | 0.00% | −5,197−32.9% | Reduced |
| Manufacturers Life Insurance Company, The | 10,844 | $648.8K | 0.00% | −262−2.4% | Reduced |
| Fisher Asset Management, LLC | 10,867 | $650.2K | 0.00% | −402,247−97.4% | Reduced |
| Louisiana State Employees Retirement System | 11,000 | $658.1K | 0.01% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 11,209 | $670.6K | 0.02% | +511+4.8% | Added |
| Wellington Shields Capital Management, LLC | 11,800 | $706.0K | 0.12% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 11,908 | $712.5K | 0.01% | +11,908 | New |
| Corebridge Financial, Inc. | 12,134 | $726.0K | 0.00% | −946−7.2% | Reduced |
| Tower Research Capital LLC (TRC) | 12,219 | $731.1K | 0.01% | +4,733+63.2% | Added |
| State of Tennessee, Treasury Department | 12,382 | $740.8K | 0.00% | +6,557+112.6% | Added |
| Illinois Municipal Retirement Fund | 12,595 | $753.6K | 0.01% | +12,595 | New |
| State of Alaska, Department of Revenue | 12,941 | $774.0K | 0.01% | −77−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,970 | $776.0K | 0.00% | +477+3.8% | Added |
| Avantax Advisory Services, Inc. | 13,428 | $803.4K | 0.01% | +13,428 | New |
| Dynamic Technology Lab Private Ltd | 13,460 | $806.0K | 0.13% | +13,460 | New |
| Susquehanna International Group, LLP | 13,691 | $819.1K | 0.00% | −18,277−57.2% | Reduced |
| MetLife Investment Management | 13,807 | $826.1K | 0.00% | +787+6.0% | Added |
| HRT Financial LP | 14,149 | $846.0K | 0.00% | +14,149 | New |
| Fox Run Management, L.L.C. | 14,423 | $862.9K | 0.16% | +14,423 | New |
| Jacobs Levy Equity Management, Inc | 15,953 | $954.5K | 0.00% | −1,221−7.1% | Reduced |
| Gotham Asset Management, LLC | 16,858 | $1.01M | 0.01% | +12,100+254.3% | Added |
| Thrivent Financial for Lutherans | 17,663 | $1.06M | 0.00% | −252−1.4% | Reduced |
| QSV Equity Investors LLC | 19,553 | $1.17M | 1.12% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 20,131 | $1.20M | 0.15% | +5,000+33.0% | Added |
| Atom Investors LP | 21,287 | $1.27M | 0.16% | +21,287 | New |
| California State Teachers Retirement System | 21,360 | $1.28M | 0.00% | −219−1.0% | Reduced |
| Price T Rowe Associates Inc | 21,751 | $1.30M | 0.00% | +1,621+8.1% | Added |
| Villanova Investment Management Co LLC | 22,123 | $1.32M | 1.18% | +2,155+10.8% | Added |
| Verition Fund Management LLC | 23,028 | $1.38M | 0.01% | −35,193−60.4% | Reduced |
| Bank of Montreal | 25,672 | $1.54M | 0.00% | +8,610+50.5% | Added |
| Alliancebernstein L.P. | 26,167 | $1.57M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 26,768 | $1.60M | 0.02% | −12,039−31.0% | Reduced |
| New York State Teachers Retirement System | 27,145 | $1.62M | 0.00% | −900−3.2% | Reduced |
| Ninety One UK Ltd | 27,956 | $1.67M | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 29,149 | $1.74M | 0.12% | −27,884−48.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 32,991 | $1.97M | 0.15% | +32,991 | New |
| Citigroup Inc | 33,100 | $1.98M | 0.00% | +4,556+16.0% | Added |
| SEI Investments Co | 34,867 | $2.09M | 0.00% | +5,920+20.5% | Added |
| Russell Investments Group, Ltd. | 35,846 | $2.14M | 0.00% | +56+0.2% | Added |
| PDT Partners, LLC | 35,911 | $2.15M | 0.19% | −6,606−15.5% | Reduced |
| Clark Estates Inc | 37,700 | $2.26M | 0.44% | +37,700 | New |
| Natixis | 39,700 | $2.38M | 0.02% | +39,700 | New |
| Barclays PLC | 44,779 | $2.68M | 0.00% | +866+2.0% | Added |
| Swiss National Bank | 45,000 | $2.69M | 0.00% | +400+0.9% | Added |
| LPL Financial LLC | 46,225 | $2.77M | 0.00% | −1,605−3.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 47,699 | $2.84M | 0.00% | −43,422−47.7% | Reduced |
| Nordea Investment Management AB | 48,961 | $2.92M | 0.00% | +2,675+5.8% | Added |
| American Century Companies Inc | 49,293 | $2.95M | 0.00% | +4,528+10.1% | Added |
| Point72 Hong Kong Ltd | 50,105 | $3.00M | 0.19% | +50,105 | New |
| Susquehanna Fundamental Investments, LLC | 51,624 | $3.09M | 0.05% | +51,624 | New |
| Ancora Advisors, LLC | 52,399 | $3.14M | 0.07% | +14,999+40.1% | Added |
| Jane Street Group, LLC | 53,159 | $3.18M | 0.01% | +48,492+1,039.0% | Added |
| Deutsche Bank AG | 56,132 | $3.36M | 0.00% | +24,339+76.6% | Added |
| Raymond James Financial Inc | 56,270 | $3.37M | 0.00% | +56,270 | New |
| Public Sector Pension Investment Board | 56,953 | $3.41M | 0.01% | +8,553+17.7% | Added |
| Peregrine Capital Management LLC | 58,048 | $3.47M | 0.10% | +22,487+63.2% | Added |
| UBS Asset Management Americas Inc | 63,912 | $3.82M | 0.00% | +6,196+10.7% | Added |
| Legal & General Group Plc | 64,198 | $3.84M | 0.00% | +709+1.1% | Added |
| Gladstone Institutional Advisory LLC | 67,543 | $4.04M | 0.19% | +9,225+15.8% | Added |
| Capital Fund Management S.A. | 69,511 | $4.16M | 0.04% | −28,355−29.0% | Reduced |
| First Trust Advisors LP | 69,856 | $4.18M | 0.00% | +36,795+111.3% | Added |
| Woodline Partners LP | 72,180 | $4.32M | 0.03% | +72,180 | New |