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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 72,367 | $4.33M | 0.00% | +62,087+604.0% | Added |
| Rhumbline Advisers | 75,283 | $4.50M | 0.00% | −1,623−2.1% | Reduced |
| JPMorgan Chase & Co | 90,080 | $5.39M | 0.00% | +6,191+7.4% | Added |
| Nuveen Asset Management, LLC | 91,089 | $5.45M | 0.00% | +154+0.2% | Added |
| Invesco Ltd. | 91,447 | $5.47M | 0.00% | +23,085+33.8% | Added |
| Wells Fargo & Company | 92,846 | $5.55M | 0.00% | +22,148+31.3% | Added |
| Citadel Advisors LLC | 107,606 | $6.44M | 0.01% | +43,216+67.1% | Added |
| Clearline Capital LP | 110,158 | $6.59M | 0.87% | −95,580−46.5% | Reduced |
| Voloridge Investment Management, LLC | 110,551 | $6.61M | 0.02% | −227,575−67.3% | Reduced |
| Ameriprise Financial Inc | 111,155 | $6.65M | 0.00% | −6,686−5.7% | Reduced |
| Envestnet Asset Management Inc | 123,912 | $7.41M | 0.00% | +72,870+142.8% | Added |
| Principal Financial Group Inc | 131,305 | $7.86M | 0.00% | +6,471+5.2% | Added |
| Invenomic Capital Management LP | 141,986 | $8.50M | 0.48% | −89,270−38.6% | Reduced |
| AQR Capital Management LLC | 194,788 | $11.7M | 0.02% | −112,653−36.6% | Reduced |
| D. E. Shaw & Co., Inc. | 198,201 | $11.9M | 0.01% | −23,287−10.5% | Reduced |
| UBS Group AG | 202,275 | $12.1M | 0.00% | +90,658+81.2% | Added |
| Clearbridge Investments, LLC | 203,317 | $12.2M | 0.01% | −2,539−1.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 208,190 | $12.5M | 0.04% | −14,930−6.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 234,049 | $14.0M | 0.05% | −1,828−0.8% | Reduced |
| Systematic Financial Management LP | 236,809 | $14.2M | 0.36% | +9,930+4.4% | Added |
| Goldman Sachs Group Inc | 237,710 | $14.2M | 0.00% | −79,577−25.1% | Reduced |
| Wellington Management Group LLP | 239,857 | $14.4M | 0.00% | −2,538−1.0% | Reduced |
| Northern Trust Corp | 258,835 | $15.5M | 0.00% | +32,971+14.6% | Added |
| Capital International Investors | 269,597 | $16.1M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 302,709 | $18.1M | 0.01% | +100,767+49.9% | Added |
| Medina Singh Partners, LLC | 318,463 | $19.1M | 7.81% | +239,593+303.8% | Added |
| Bank of New York Mellon Corp | 349,205 | $20.9M | 0.00% | +178,310+104.3% | Added |
| Bank of America Corp | 364,180 | $21.8M | 0.00% | +162,460+80.5% | Added |
| Morgan Stanley | 372,698 | $22.3M | 0.00% | −17,078−4.4% | Reduced |
| William Blair Investment Management, LLC | 440,851 | $26.4M | 0.06% | +8,597+2.0% | Added |
| Charles Schwab Investment Management Inc | 482,154 | $28.8M | 0.01% | +72,076+17.6% | Added |
| Geode Capital Management, LLC | 534,565 | $32.0M | 0.00% | −1,318−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 646,746 | $38.7M | 0.03% | +528,305+446.0% | Added |
| Cooper Creek Partners Management LLC | 689,416 | $41.2M | 1.28% | +689,416 | New |
| Pzena Investment Management LLC | 705,711 | $42.2M | 0.14% | +124,269+21.4% | Added |
| Earnest Partners LLC | 757,339 | $45.3M | 0.20% | +118,982+18.6% | Added |
| Pacer Advisors, Inc. | 919,514 | $55.0M | 0.12% | −150,426−14.1% | Reduced |
| State Street Corp | 931,536 | $55.7M | 0.00% | +36,855+4.1% | Added |
| Dimensional Fund Advisors LP | 1,084,426 | $64.9M | 0.02% | −6,502−0.6% | Reduced |
| Vanguard Group Inc | 2,626,315 | $157.1M | 0.00% | −14,508−0.5% | Reduced |
| FMR LLC | 2,679,872 | $160.3M | 0.01% | −200,585−7.0% | Reduced |
| BlackRock, Inc. | 3,636,991 | $217.6M | 0.00% | +129,676+3.7% | Added |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −506,767−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −264,616−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −188,744−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −186,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −88,300−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −71,813−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −45,400−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −36,149−100.0% | Sold out |
| Arizona PSPRS Trust | 0 | $0 | 0.00% | −33,500−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −29,663−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −28,700−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −23,400−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −16,787−100.0% | Sold out |
| Ambassador Advisors, LLC | 0 | $0 | 0.00% | −16,748−100.0% | Sold out |
| Nierenberg Investment Management Company, Inc. | 0 | $0 | 0.00% | −15,080−100.0% | Sold out |
| Evernest Financial Advisors, LLC | 0 | $0 | 0.00% | −12,531−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −10,895−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −10,566−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,162−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −7,760−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −7,754−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,141−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,198−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,129−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −5,092−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,979−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,609−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,544−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −3,721−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,364−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −2,071−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |
| Naples Money Management LLC | – | – | – | – | Not filed |