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, Q1 2025
Institutional positions in Helen of Troy Ltd as of Mar 31, 2025. 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
- 230
- −10 vs. Q4 2024
- Shares held
- 24.0M
- +73.0K (+0.3%) vs. Q4 2024
- Total value
- $1.28B
- −$146.5M (−10.2%) vs. Q4 2024
- New holders
- 37
- 82 more added
- Sold out
- 47
- 74 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,501,128 | $187.3M | 0.00% | −135,863−3.7% | Reduced |
| Vanguard Group Inc | 2,598,327 | $139.0M | 0.00% | −27,988−1.1% | Reduced |
| FMR LLC | 2,587,361 | $138.4M | 0.01% | −92,511−3.5% | Reduced |
| Dimensional Fund Advisors LP | 1,025,251 | $54.8M | 0.01% | −59,175−5.5% | Reduced |
| State Street Corp | 907,597 | $48.5M | 0.00% | −23,939−2.6% | Reduced |
| Earnest Partners LLC | 780,940 | $41.8M | 0.20% | +23,601+3.1% | Added |
| Pzena Investment Management LLC | 756,227 | $40.5M | 0.14% | +50,516+7.2% | Added |
| Bank of America Corp | 664,087 | $35.5M | 0.00% | +299,907+82.4% | Added |
| Geode Capital Management, LLC | 560,826 | $30.0M | 0.00% | +26,261+4.9% | Added |
| Charles Schwab Investment Management Inc | 520,422 | $27.8M | 0.01% | +38,268+7.9% | Added |
| Arrowstreet Capital, Limited Partnership | 507,338 | $27.1M | 0.02% | −139,408−21.6% | Reduced |
| William Blair Investment Management, LLC | 423,910 | $22.7M | 0.06% | −16,941−3.8% | Reduced |
| Medina Singh Partners, LLC | 383,356 | $20.5M | 5.86% | +64,893+20.4% | Added |
| Armistice Capital, LLC | 371,000 | $19.8M | 0.53% | +371,000 | New |
| Jacobs Levy Equity Management, Inc | 332,708 | $17.8M | 0.07% | +316,755+1,985.6% | Added |
| Janus Henderson Group PLC | 300,193 | $16.2M | 0.01% | −2,516−0.8% | Reduced |
| Wellington Management Group LLP | 279,621 | $15.0M | 0.00% | +39,764+16.6% | Added |
| Morgan Stanley | 275,469 | $14.7M | 0.00% | −97,229−26.1% | Reduced |
| Capital International Investors | 269,597 | $14.4M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 263,777 | $14.1M | 0.00% | +4,942+1.9% | Added |
| Millennium Management LLC | 261,972 | $14.0M | 0.01% | +261,972 | New |
| Invenomic Capital Management LP | 238,791 | $12.8M | 0.65% | +96,805+68.2% | Added |
| Glenmede Trust Co NA | 237,555 | $12.7M | 0.07% | +237,555 | New |
| Fuller & Thaler Asset Management, Inc. | 236,682 | $12.7M | 0.05% | +2,633+1.1% | Added |
| Systematic Financial Management LP | 234,668 | $12.6M | 0.36% | −2,141−0.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 224,160 | $12.0M | 0.04% | +15,970+7.7% | Added |
| Goldman Sachs Group Inc | 208,742 | $11.2M | 0.00% | −28,968−12.2% | Reduced |
| JPMorgan Chase & Co | 206,257 | $11.0M | 0.00% | +116,177+129.0% | Added |
| D. E. Shaw & Co., Inc. | 205,308 | $11.0M | 0.01% | +7,107+3.6% | Added |
| Federated Hermes, Inc. | 185,616 | $9.93M | 0.02% | +180,197+3,325.3% | Added |
| Bank of New York Mellon Corp | 166,651 | $8.91M | 0.00% | −182,554−52.3% | Reduced |
| Clearbridge Investments, LLC | 166,481 | $8.91M | 0.01% | −36,836−18.1% | Reduced |
| Voloridge Investment Management, LLC | 160,796 | $8.60M | 0.03% | +50,245+45.4% | Added |
| Envestnet Asset Management Inc | 149,625 | $8.00M | 0.00% | +25,713+20.8% | Added |
| Ameriprise Financial Inc | 143,370 | $7.67M | 0.00% | +32,215+29.0% | Added |
| UBS Group AG | 135,878 | $7.27M | 0.00% | −66,397−32.8% | Reduced |
| Principal Financial Group Inc | 134,689 | $7.20M | 0.00% | +3,384+2.6% | Added |
| Landscape Capital Management, L.L.C. | 130,417 | $6.98M | 0.62% | +130,417 | New |
| Wells Fargo & Company | 112,187 | $6.00M | 0.00% | +19,341+20.8% | Added |
| AQR Capital Management LLC | 109,512 | $5.81M | 0.01% | −85,276−43.8% | Reduced |
| Invesco Ltd. | 102,657 | $5.49M | 0.00% | +11,210+12.3% | Added |
| Cubist Systematic Strategies, LLC | 97,148 | $5.20M | 0.07% | +85,240+715.8% | Added |
| Nuveen, LLC | 88,473 | $4.73M | 0.00% | +88,473 | New |
| Russell Investments Group, Ltd. | 88,177 | $4.72M | 0.01% | +52,331+146.0% | Added |
| Clearline Capital LP | 82,770 | $4.43M | 0.45% | −27,388−24.9% | Reduced |
| Ancora Advisors, LLC | 81,650 | $4.37M | 0.10% | +29,251+55.8% | Added |
| Franklin Resources Inc | 81,630 | $4.37M | 0.00% | +9,263+12.8% | Added |
| LPL Financial LLC | 77,553 | $4.15M | 0.00% | +31,328+67.8% | Added |
| Susquehanna Fundamental Investments, LLC | 77,062 | $4.12M | 0.07% | +25,438+49.3% | Added |
| UBS Asset Management Americas Inc | 74,309 | $3.97M | 0.00% | +10,397+16.3% | Added |
| Public Sector Pension Investment Board | 72,526 | $3.88M | 0.02% | +15,573+27.3% | Added |
| Rhumbline Advisers | 72,141 | $3.86M | 0.00% | −3,142−4.2% | Reduced |
| First Trust Advisors LP | 71,293 | $3.81M | 0.00% | +1,437+2.1% | Added |
| LSV Asset Management | 69,408 | $3.71M | 0.01% | +66,608+2,378.9% | Added |
| Marshall Wace, LLP | 69,336 | $3.71M | 0.00% | +69,336 | New |
| Gladstone Institutional Advisory LLC | 69,043 | $3.69M | 0.17% | +1,500+2.2% | Added |
| Legal & General Group Plc | 62,529 | $3.34M | 0.00% | −1,669−2.6% | Reduced |
| HRT Financial LP | 59,219 | $3.17M | 0.02% | +45,070+318.5% | Added |
| Balyasny Asset Management LLC | 58,192 | $3.11M | 0.01% | +51,905+825.6% | Added |
| Raymond James Financial Inc | 55,313 | $2.96M | 0.00% | −957−1.7% | Reduced |
| Point72 Hong Kong Ltd | 55,104 | $2.95M | 0.21% | +4,999+10.0% | Added |
| American Century Companies Inc | 54,762 | $2.93M | 0.00% | +5,469+11.1% | Added |
| Verition Fund Management LLC | 52,499 | $2.81M | 0.02% | +29,471+128.0% | Added |
| Nordea Investment Management AB | 49,152 | $2.65M | 0.00% | +191+0.4% | Added |
| Citadel Advisors LLC | 48,239 | $2.58M | 0.00% | −59,367−55.2% | Reduced |
| Bank of Montreal | 45,481 | $2.43M | 0.00% | +19,809+77.2% | Added |
| Swiss National Bank | 44,300 | $2.37M | 0.00% | −700−1.6% | Reduced |
| Deutsche Bank AG | 39,642 | $2.12M | 0.00% | −16,490−29.4% | Reduced |
| Susquehanna International Group, LLP | 37,753 | $2.02M | 0.00% | +24,062+175.8% | Added |
| Citigroup Inc | 36,357 | $1.94M | 0.00% | +3,257+9.8% | Added |
| ExodusPoint Capital Management, LP | 34,830 | $1.86M | 0.02% | +34,830 | New |
| Clark Estates Inc | 34,200 | $1.83M | 0.39% | −3,500−9.3% | Reduced |
| Barclays PLC | 34,193 | $1.83M | 0.00% | −10,586−23.6% | Reduced |
| Jump Financial, LLC | 30,230 | $1.62M | 0.02% | +30,230 | New |
| Villanova Investment Management Co LLC | 10,125 | $1.56M | 1.55% | −11,998−54.2% | Reduced |
| Atom Investors LP | 28,336 | $1.52M | 0.19% | +7,049+33.1% | Added |
| Alliancebernstein L.P. | 26,761 | $1.43M | 0.00% | +594+2.3% | Added |
| Centiva Capital, LP | 26,431 | $1.41M | 0.08% | +19,002+255.8% | Added |
| Engineers Gate Manager LP | 23,603 | $1.26M | 0.02% | +23,603 | New |
| New York State Teachers Retirement System | 23,445 | $1.25M | 0.00% | −3,700−13.6% | Reduced |
| Price T Rowe Associates Inc | 22,700 | $1.22M | 0.00% | +949+4.4% | Added |
| Quantbot Technologies LP | 21,428 | $1.15M | 0.04% | +21,428 | New |
| California State Teachers Retirement System | 21,360 | $1.14M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 20,010 | $1.07M | 0.00% | +19,123+2,155.9% | Added |
| QSV Equity Investors LLC | 19,507 | $1.04M | 1.08% | −46−0.2% | Reduced |
| Walleye Capital LLC | 19,436 | $1.04M | 0.01% | +19,269+11,538.3% | Added |
| Avantax Advisory Services, Inc. | 19,146 | $1.02M | 0.01% | +5,718+42.6% | Added |
| Aquatic Capital Management LLC | 18,291 | $978.4K | 0.02% | +18,291 | New |
| Graham Capital Management, L.P. | 18,094 | $967.8K | 0.03% | +18,094 | New |
| Ninety One UK Ltd | 17,578 | $940.2K | 0.00% | −10,378−37.1% | Reduced |
| Jane Street Group, LLC | 17,417 | $931.6K | 0.00% | −35,742−67.2% | Reduced |
| Thrivent Financial for Lutherans | 16,788 | $898.0K | 0.00% | −875−5.0% | Reduced |
| Point72 Asset Management, L.P. | 14,540 | $777.7K | 0.00% | +10,240+238.1% | Added |
| Royce & Associates LP | 14,333 | $766.7K | 0.01% | +8,393+141.3% | Added |
| Campbell & CO Investment Adviser LLC | 13,908 | $743.9K | 0.06% | −19,083−57.8% | Reduced |
| Two Sigma Investments, LP | 13,777 | $736.9K | 0.00% | +6,569+91.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 13,533 | $723.9K | 0.00% | +563+4.3% | Added |
| MetLife Investment Management | 13,531 | $723.8K | 0.00% | −276−2.0% | Reduced |
| SG Americas Securities, LLC | 13,351 | $714.0K | 0.00% | +13,351 | New |
| Intech Investment Management LLC | 13,323 | $712.6K | 0.01% | +3,922+41.7% | Added |