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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.

Q1 2025 vs. Q4 2024

How the institutions holding Helen of Troy Ltd changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of HELE: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders2422230−10
Shares24.0M91.1K24.0M+73.0K (+0.3%)
Value$1.44B$5.45M$1.28B−$146.5M (−10.2%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Helen of Troy Ltd at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to HELE in Q1 2025
InstitutionSharesValue% of portfolio
Armistice Capital, LLC371,000$19.8M0.53%
Millennium Management LLC261,972$14.0M0.01%
Glenmede Trust Co NA237,555$12.7M0.07%
Landscape Capital Management, L.L.C.130,417$6.98M0.62%
Nuveen, LLC88,473$4.73M0.00%
Marshall Wace, LLP69,336$3.71M0.00%
ExodusPoint Capital Management, LP34,830$1.86M0.02%
Jump Financial, LLC30,230$1.62M0.02%
Engineers Gate Manager LP23,603$1.26M0.02%
Quantbot Technologies LP21,428$1.15M0.04%
Aquatic Capital Management LLC18,291$978.4K0.02%
Graham Capital Management, L.P.18,094$967.8K0.03%
SG Americas Securities, LLC13,351$714.0K0.00%
Polymer Capital Management (US) LLC12,558$671.7K0.20%
Aigen Investment Management, LP10,085$539.4K0.09%
RSM US Wealth Management LLC7,030$376.1K0.01%
Wolverine Trading, LLC6,552$353.9K0.01%
Counterpoint Mutual Funds LLC6,591$352.6K0.05%
Petrus Trust Company, LTA6,046$323.4K0.03%
Wiley Bros.-Aintree Capital, LLC5,963$322.1K0.00%
CIBC World Markets Corp5,056$270.4K0.00%
Verdence Capital Advisors LLC4,923$263.3K0.02%
HSBC Holdings PLC4,761$257.8K0.00%
MML Investors Services, LLC4,251$227.0K0.00%
QRG Capital Management, Inc.3,875$207.3K0.00%
Atria Investments LLC3,798$203.2K0.00%
Coldstream Capital Management Inc1,006$53.8K0.00%
IMA Wealth, Inc.963$51.5K0.01%
TD Private Client Wealth LLC452$24.2K0.00%
Macquarie Group Ltd180$9.63K0.00%
Bryn Mawr Trust Co133$7.11K0.00%
Skopos Labs, Inc.101$5.40K0.00%
Hexagon Capital Partners LLC35$1.87K0.00%
Atlantic Trust, LLC24$1.28K0.00%
Private Wealth Asset Management, LLC12$6420.00%
MorganRosel Wealth Management, LLC3$1600.00%
Binnacle Investments Inc3$1600.00%

Sold out (47)

Institutions that held Helen of Troy Ltd at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of HELE in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Pacer Advisors, Inc.919,514$55.0M
Cooper Creek Partners Management LLC689,416$41.2M
Woodline Partners LP72,180$4.32M
Peregrine Capital Management LLC58,048$3.47M
Allspring Global Investments Holdings, LLC47,699$2.84M
Natixis39,700$2.38M
PDT Partners, LLC35,911$2.15M
Winton Group Ltd29,149$1.74M
Tudor Investment Corp Et Al26,768$1.60M
Bayesian Capital Management, LP20,131$1.20M
Gotham Asset Management, LLC16,858$1.01M
Fox Run Management, L.L.C.14,423$862.9K
Dynamic Technology Lab Private Ltd13,460$806.0K
State of Wisconsin Investment Board10,589$633.5K
First Hawaiian Bank10,032$600.2K
Connor, Clark & Lunn Investment Management Ltd.8,097$484.4K
Janney Montgomery Scott LLC7,634$457.0K
Keebeck Alpha, LP7,258$434.2K
Entropy Technologies, LP6,582$393.8K
Schonfeld Strategic Advisors LLC6,102$365.1K
Mariner, LLC6,049$361.9K
Quadrature Capital Ltd5,960$356.6K
Prelude Capital Management, LLC5,806$347.4K
Headlands Technologies LLC4,743$283.8K
Bridgewater Associates, LP4,325$258.8K
Point72 (DIFC) Ltd4,064$243.1K
Sherbrooke Park Advisers LLC3,669$219.5K
Mutual of America Capital Management LLC3,462$207.1K
HGK Asset Management Inc2,540$152.0K
Empowered Funds, LLC2,502$149.7K
Group One Trading, L.P.1,045$62.5K
GW&K Investment Management, LLC219$13.0K
Aster Capital Management (DIFC) Ltd217$13.0K
Clear Street Markets LLC187$11.2K
Venturi Wealth Management, LLC154$9.21K
Rise Advisors, LLC127$7.60K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC121$7.24K
Point72 Asia (Singapore) Pte. Ltd.114$6.82K
Oarsman Capital, Inc.105$6.28K
Proequities, Inc.73$4.73K
Smithfield Trust Co30$2.00K
JFS Wealth Advisors, LLC33$1.98K
Allworth Financial LP15$972
Newbridge Financial Services Group, Inc.15$897
Jones Financial Companies LLLP13$778
True Wealth Design, LLC9$539
Northwestern Mutual Wealth Management Co5$299

Not filed for Q1 2025 yet (2)

Institutions that held Helen of Troy Ltd at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HELE in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC91,089$5.45M
Global Retirement Partners, LLC29$1.74K