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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 11,000 | $658.1K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 10,867 | $650.2K | 0.00% | −402,247−97.4% | Reduced |
| Manufacturers Life Insurance Company, The | 10,844 | $648.8K | 0.00% | −262−2.4% | Reduced |
| State of Wisconsin Investment Board | 10,589 | $633.5K | 0.00% | −5,197−32.9% | Reduced |
| Pacific Ridge Capital Partners, LLC | 10,230 | $612.1K | 0.14% | +4,774+87.5% | Added |
| First Hawaiian Bank | 10,032 | $600.2K | 0.02% | +671+7.2% | Added |
| Oppenheimer Asset Management Inc. | 9,728 | $582.0K | 0.01% | −805−7.6% | Reduced |
| Intech Investment Management LLC | 9,401 | $562.5K | 0.01% | −698−6.9% | Reduced |
| Stifel Financial Corp | 9,109 | $545.0K | 0.00% | +9,109 | New |
| US Bancorp | 8,709 | $521.1K | 0.00% | +2,120+32.2% | Added |
| Yousif Capital Management, LLC | 8,701 | $520.6K | 0.01% | −168−1.9% | Reduced |
| Ensign Peak Advisors, Inc | 8,184 | $489.6K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 8,097 | $484.4K | 0.00% | +8,097 | New |
| Maryland State Retirement & Pension System | 7,704 | $460.9K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 7,634 | $457.0K | 0.00% | −2,224−22.6% | Reduced |
| Centiva Capital, LP | 7,429 | $444.5K | 0.02% | +7,429 | New |
| AXA S.A. | 7,352 | $439.9K | 0.00% | +3,881+111.8% | Added |
| Keebeck Alpha, LP | 7,258 | $434.2K | 0.45% | +7,258 | New |
| Teachers Retirement System of the State of Kentucky | 7,246 | $434.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 7,208 | $431.3K | 0.00% | −133,826−94.9% | Reduced |
| New York State Common Retirement Fund | 7,201 | $430.8K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,951 | $416.0K | 0.00% | −400−5.4% | Reduced |
| Voya Investment Management LLC | 6,888 | $412.1K | 0.00% | −495−6.7% | Reduced |
| ProShare Advisors LLC | 6,868 | $410.9K | 0.00% | +2,114+44.5% | Added |
| CWM Advisors, LLC | 6,703 | $401.0K | 0.04% | +54+0.8% | Added |
| Amalgamated Bank | 6,647 | $398.0K | 0.00% | −157−2.3% | Reduced |
| Arizona State Retirement System | 6,620 | $396.1K | 0.00% | +50+0.8% | Added |
| Entropy Technologies, LP | 6,582 | $393.8K | 0.04% | −1,495−18.5% | Reduced |
| Balyasny Asset Management LLC | 6,287 | $376.2K | 0.00% | −2,578−29.1% | Reduced |
| Victory Capital Management Inc | 6,223 | $372.3K | 0.00% | −1,208−16.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,102 | $365.1K | 0.00% | +6,102 | New |
| Mariner, LLC | 6,049 | $361.9K | 0.00% | +50+0.8% | Added |
| Quadrature Capital Ltd | 5,960 | $356.6K | 0.01% | +5,960 | New |
| Royce & Associates LP | 5,940 | $355.4K | 0.00% | +5,940 | New |
| Royal Bank of Canada | 5,932 | $355.0K | 0.00% | +2,240+60.7% | Added |
| Prelude Capital Management, LLC | 5,806 | $347.4K | 0.03% | +5,806 | New |
| Nisa Investment Advisors, LLC | 5,445 | $325.8K | 0.00% | +116+2.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,421 | $324.3K | 0.00% | +721+15.3% | Added |
| Federated Hermes, Inc. | 5,419 | $324.2K | 0.00% | −6,239−53.5% | Reduced |
| Oregon Public Employees Retirement Fund | 5,369 | $321.2K | 0.01% | −231−4.1% | Reduced |
| Creative Planning | 5,302 | $317.2K | 0.00% | +1,268+31.4% | Added |
| KLP Kapitalforvaltning AS | 5,300 | $317.1K | 0.00% | +5,300 | New |
| Toroso Investments, LLC | 5,278 | $315.8K | 0.00% | −261−4.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,879 | $291.9K | 0.00% | +3+0.1% | Added |
| Net Worth Advisory Group | 4,824 | $288.6K | 0.09% | −1,849−27.7% | Reduced |
| Headlands Technologies LLC | 4,743 | $283.8K | 0.03% | +2,836+148.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,695 | $280.9K | 0.00% | +4,695 | New |
| Bridgewater Associates, LP | 4,325 | $258.8K | 0.00% | −10,732−71.3% | Reduced |
| Point72 Asset Management, L.P. | 4,300 | $257.3K | 0.00% | +4,300 | New |
| Point72 (DIFC) Ltd | 4,064 | $243.1K | 0.02% | +4,064 | New |
| The PNC Financial Services Group, Inc. | 3,815 | $228.3K | 0.00% | +84+2.3% | Added |
| Sherbrooke Park Advisers LLC | 3,669 | $219.5K | 0.07% | −8−0.2% | Reduced |
| Mutual of America Capital Management LLC | 3,462 | $207.1K | 0.00% | +31+0.9% | Added |
| BNP Paribas Arbitrage, SA | 3,405 | $203.7K | 0.00% | −4,000−54.0% | Reduced |
| LSV Asset Management | 2,800 | $168.0K | 0.00% | +2,800 | New |
| Public Employees Retirement Association of Colorado | 2,662 | $159.0K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 2,540 | $152.0K | 0.03% | −642−20.2% | Reduced |
| Empowered Funds, LLC | 2,502 | $149.7K | 0.00% | +2,502 | New |
| Ameritas Investment Partners, Inc. | 2,394 | $143.2K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,651 | $97.4K | 0.00% | +479+40.9% | Added |
| Hazlett, Burt & Watson, Inc. | 1,540 | $93.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 1,399 | $84.0K | 0.00% | +669+91.6% | Added |
| KBC Group NV | 1,352 | $81.0K | 0.00% | +571+73.1% | Added |
| Clearstead Advisors, LLC | 1,298 | $77.7K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,196 | $72.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,133 | $67.8K | 0.00% | +142+14.3% | Added |
| Group One Trading, L.P. | 1,045 | $62.5K | 0.00% | −4,583−81.4% | Reduced |
| Public Employees Retirement System of Ohio | 887 | $53.1K | 0.00% | +104+13.3% | Added |
| State of Wyoming | 814 | $48.7K | 0.01% | −905−52.6% | Reduced |
| Quarry LP | 814 | $48.7K | 0.01% | +734+917.5% | Added |
| FNY Investment Advisers, LLC | 750 | $44.0K | 0.02% | +750 | New |
| Sterling Capital Management LLC | 718 | $43.0K | 0.00% | +642+844.7% | Added |
| Pflug Koory, LLC | 705 | $42.2K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 500 | $29.9K | 0.00% | +200+66.7% | Added |
| Fifth Third Bancorp | 496 | $29.7K | 0.00% | +11+2.3% | Added |
| GAMMA Investing LLC | 484 | $29.0K | 0.00% | +237+96.0% | Added |
| Quadrant Capital Group LLC | 474 | $28.4K | 0.00% | +126+36.2% | Added |
| Principal Securities, Inc. | 371 | $22.2K | 0.00% | +234+170.8% | Added |
| Bessemer Group Inc | 292 | $18.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 276 | $16.5K | 0.00% | +276 | New |
| Ronald Blue Trust, Inc. | 238 | $14.2K | 0.00% | −100−29.6% | Reduced |
| GW&K Investment Management, LLC | 219 | $13.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 217 | $13.0K | 0.00% | −1,027−82.6% | Reduced |
| 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 |
| Nomura Asset Management Co Ltd | 170 | $10.2K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 167 | $9.99K | 0.00% | −23,592−99.3% | Reduced |
| Venturi Wealth Management, LLC | 154 | $9.21K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 153 | $9.00K | 0.00% | +15+10.9% | Added |
| Harbour Investments, Inc. | 132 | $7.90K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 128 | $7.66K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 127 | $7.60K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 | $7.24K | 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 |
| Oarsman Capital, Inc. | 105 | $6.28K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 102 | $6.10K | 0.00% | −459−81.8% | Reduced |
| Whittier Trust Co | 90 | $5.38K | 0.00% | −44−32.8% | Reduced |
| Private Trust Co NA | 85 | $5.09K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 73 | $4.73K | 0.00% | +66+942.9% | Added |