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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.

Institutional holdersQ4 2024: 242 institutions
Q1 2021: 323 institutionsQ2 2021: 288 institutionsQ3 2021: 281 institutionsQ4 2021: 291 institutionsQ1 2022: 278 institutionsQ2 2022: 297 institutionsQ3 2022: 257 institutionsQ4 2022: 246 institutionsQ1 2023: 249 institutionsQ2 2023: 248 institutionsQ3 2023: 250 institutionsQ4 2023: 262 institutionsQ1 2024: 273 institutionsQ2 2024: 255 institutionsQ3 2024: 245 institutionsQ4 2024: 242 institutionsQ1 2025: 230 institutionsQ2 2025: 211 institutionsQ3 2025: 207 institutionsQ4 2025: 193 institutionsQ1 2026: 188 institutionsQ2 2026: 200 institutions
Value heldQ4 2024: $1.44B
Q1 2021: $5.55BQ2 2021: $5.73BQ3 2021: $5.75BQ4 2021: $6.18BQ1 2022: $4.94BQ2 2022: $4.06BQ3 2022: $2.32BQ4 2022: $2.84BQ1 2023: $2.68BQ2 2023: $3.07BQ3 2023: $3.18BQ4 2023: $3.20BQ1 2024: $2.99BQ2 2024: $2.28BQ3 2024: $1.49BQ4 2024: $1.44BQ1 2025: $1.28BQ2 2025: $676.7MQ3 2025: $578.8MQ4 2025: $476.3MQ1 2026: $304.9MQ2 2026: $649.9M
Institutions holding HELE and their total value by quarter
QuarterHoldersValue
Q2 2026200$649.9M
Q1 2026188$304.9M
Q4 2025193$476.3M
Q3 2025207$578.8M
Q2 2025211$676.7M
Q1 2025230$1.28B
Q4 2024242$1.44B
Q3 2024245$1.49B
Q2 2024255$2.28B
Q1 2024273$2.99B
Q4 2023262$3.20B
Q3 2023250$3.18B
Q2 2023248$3.07B
Q1 2023249$2.68B
Q4 2022246$2.84B
Q3 2022257$2.32B
Q2 2022297$4.06B
Q1 2022278$4.94B
Q4 2021291$6.18B
Q3 2021281$5.75B
Q2 2021288$5.73B
Q1 2021323$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.

Institutions holding HELE in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
WPG Advisers, LLC73$4.37K0.00%+73New
MAI Capital Management66$3.95K0.00%+66New
Parallel Advisors, LLC65$3.89K0.00%00.0%Unchanged
Umb Bank N A61$3.65K0.00%+10+19.6%Added
GHP Investment Advisors, Inc.55$3.29K0.00%00.0%Unchanged
Huntington National Bank50$2.99K0.00%+46+1,150.0%Added
EverSource Wealth Advisors, LLC49$2.93K0.00%+37+308.3%Added
Parkside Financial Bank & Trust47$2.81K0.00%+2+4.4%Added
Smartleaf Asset Management LLC47$2.79K0.00%+35+291.7%Added
Private Wealth Management Group, LLC45$2.69K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC45$2.65K0.00%00.0%Unchanged
Sittner & Nelson, LLC40$2.39K0.00%00.0%Unchanged
Rothschild Investment LLC40$2.39K0.00%+10+33.3%Added
SBI Securities Co., Ltd.40$2.39K0.00%+40New
Smithfield Trust Co30$2.00K0.00%−15−33.3%Reduced
Capital Advisors, Ltd. LLC40$2.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC33$1.98K0.00%00.0%Unchanged
Lindbrook Capital, LLC32$1.92K0.00%+32New
Geneos Wealth Management Inc.31$1.85K0.00%+9+40.9%Added
Global Retirement Partners, LLC29$1.74K0.00%−4−12.1%Reduced
Prestige Wealth Management Group LLC28$1.68K0.00%00.0%Unchanged
MV Capital Management, Inc.22$1.32K0.00%+10+83.3%Added
Carolinas Wealth Consulting LLC18$1.08K0.00%+18New
Covestor Ltd12$1.00K0.00%+1+9.1%Added
Allworth Financial LP15$9720.00%−10−40.0%Reduced
Bell Investment Advisors, Inc15$8980.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.15$8970.00%+15New
Massmutual Trust Co FSB13$7780.00%00.0%Unchanged
Jones Financial Companies LLLP13$7780.00%+13New
Asset Dedication, LLC12$7180.00%00.0%Unchanged
GWM Advisors LLC12$7180.00%00.0%Unchanged
Farmers & Merchants Investments Inc10$5980.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd10$5980.00%+10New
True Wealth Design, LLC9$5390.00%+9New
Whittier Trust Co of Nevada Inc6$3580.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co5$2990.00%−309−98.4%Reduced
Abound Wealth Management3$1800.00%+3New
Raffa Wealth Management, LLC2$1200.00%00.0%Unchanged
Farther Finance Advisors, LLC1$600.00%−5−83.3%Reduced
North Star Investment Management Corp.1$600.00%00.0%Unchanged
IFP Advisors, Inc0$600.00%0New
Hemington Wealth Management1$00.00%00.0%Unchanged
Macquarie Group Ltd0$00.00%−506,767−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−264,616−100.0%Sold out
M&G Plc0$00.00%−188,744−100.0%Sold out
Armistice Capital, LLC0$00.00%−186,000−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−88,300−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−71,813−100.0%Sold out
Jump Financial, LLC0$00.00%−45,400−100.0%Sold out
Millennium Management LLC0$00.00%−36,149−100.0%Sold out
Arizona PSPRS Trust0$00.00%−33,500−100.0%Sold out
Azzad Asset Management Inc0$00.00%−29,663−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−28,700−100.0%Sold out
Marshall Wace, LLP0$00.00%−23,400−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−16,787−100.0%Sold out
Ambassador Advisors, LLC0$00.00%−16,748−100.0%Sold out
Nierenberg Investment Management Company, Inc.0$00.00%−15,080−100.0%Sold out
Evernest Financial Advisors, LLC0$00.00%−12,531−100.0%Sold out
Jennison Associates LLC0$00.00%−10,895−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−10,566−100.0%Sold out
Quantbot Technologies LP0$00.00%−9,162−100.0%Sold out
Algert Global LLC0$00.00%−7,760−100.0%Sold out
Meeder Asset Management Inc0$00.00%−7,754−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−7,141−100.0%Sold out
SG Americas Securities, LLC0$00.00%−5,198−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−5,129−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−5,092−100.0%Sold out
Nomura Holdings Inc0$00.00%−4,979−100.0%Sold out
HSBC Holdings PLC0$00.00%−4,609−100.0%Sold out
Wolverine Trading, LLC0$00.00%−4,544−100.0%Sold out
Cerity Partners LLC0$00.00%−3,721−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−3,364−100.0%Sold out
Vestcor Inc0$00.00%−2,071−100.0%Sold out
IMA Wealth, Inc.0$00.00%−1,201−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−1,100−100.0%Sold out
Elequin Capital LP0$00.00%−670−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−255−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−30−100.0%Sold out
Assetmark, Inc0$00.00%−21−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−17−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−17−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−3−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−1−100.0%Sold out
Claris Advisors, LLC0$00.00%−1−100.0%Sold out
DiNuzzo Private Wealth, Inc.0$00.00%−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