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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $53 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $53 | 0.00% | 0 | Unchanged |
| Abound Wealth Management | 2 | $107 | 0.00% | −1−33.3% | Reduced |
| Raffa Wealth Management, LLC | 2 | $107 | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 3 | $160 | 0.00% | +3 | New |
| Binnacle Investments Inc | 3 | $160 | 0.00% | +3 | New |
| Huntington National Bank | 4 | $214 | 0.00% | −46−92.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 6 | $320 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $375 | 0.00% | −15−68.2% | Reduced |
| Farmers & Merchants Investments Inc | 10 | $535 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $642 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12 | $642 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 12 | $642 | 0.00% | +12 | New |
| Massmutual Trust Co FSB | 13 | $695 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 14 | $749 | 0.00% | −26−65.0% | Reduced |
| Bell Investment Advisors, Inc | 15 | $803 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $963 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $1.00K | 0.00% | +1+8.3% | Added |
| Geneos Wealth Management Inc. | 22 | $1.18K | 0.00% | −9−29.0% | Reduced |
| Atlantic Trust, LLC | 24 | $1.28K | 0.00% | +24 | New |
| Private Wealth Management Group, LLC | 26 | $1.39K | 0.00% | −19−42.2% | Reduced |
| Lindbrook Capital, LLC | 28 | $1.50K | 0.00% | −4−12.5% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $1.50K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 29 | $1.53K | 0.00% | +28+2,800.0% | Added |
| CIBC Private Wealth Group, LLC | 45 | $1.63K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 35 | $1.87K | 0.00% | +35 | New |
| Capital Advisors, Ltd. LLC | 39 | $2.00K | 0.00% | −1−2.5% | Reduced |
| Sittner & Nelson, LLC | 40 | $2.14K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $2.41K | 0.00% | +5+12.5% | Added |
| Parkside Financial Bank & Trust | 47 | $2.52K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 60 | $3.21K | 0.00% | −5−7.7% | Reduced |
| Umb Bank N A | 60 | $3.21K | 0.00% | −1−1.6% | Reduced |
| MAI Capital Management | 66 | $3.53K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 68 | $3.64K | 0.00% | −5−6.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 78 | $4.17K | 0.00% | +68+680.0% | Added |
| Private Trust Co NA | 85 | $4.55K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 87 | $4.70K | 0.00% | +40+85.1% | Added |
| Whittier Trust Co | 90 | $4.81K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 101 | $5.40K | 0.00% | +101 | New |
| EverSource Wealth Advisors, LLC | 106 | $5.67K | 0.00% | +57+116.3% | Added |
| Steward Partners Investment Advisory, LLC | 128 | $6.85K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 132 | $7.06K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 133 | $7.11K | 0.00% | +133 | New |
| GHP Investment Advisors, Inc. | 142 | $7.60K | 0.00% | +87+158.2% | Added |
| Harbor Capital Advisors, Inc. | 159 | $9.00K | 0.00% | +6+3.9% | Added |
| Macquarie Group Ltd | 180 | $9.63K | 0.00% | +180 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 187 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 229 | $12.2K | 0.00% | −585−71.9% | Reduced |
| Ronald Blue Trust, Inc. | 303 | $16.2K | 0.00% | +65+27.3% | Added |
| Fifth Third Bancorp | 325 | $17.4K | 0.00% | −171−34.5% | Reduced |
| Bessemer Group Inc | 382 | $21.0K | 0.00% | +90+30.8% | Added |
| Sterling Capital Management LLC | 393 | $21.0K | 0.00% | −325−45.3% | Reduced |
| Principal Securities, Inc. | 371 | $22.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 419 | $22.4K | 0.00% | +305+267.5% | Added |
| TD Private Client Wealth LLC | 452 | $24.2K | 0.00% | +452 | New |
| Leonteq Securities AG | 496 | $26.5K | 0.00% | +220+79.7% | Added |
| Nomura Asset Management Co Ltd | 530 | $28.4K | 0.00% | +360+211.8% | Added |
| FNY Investment Advisers, LLC | 600 | $32.0K | 0.02% | −150−20.0% | Reduced |
| Tower Research Capital LLC (TRC) | 632 | $33.8K | 0.00% | −11,587−94.8% | Reduced |
| GAMMA Investing LLC | 699 | $37.4K | 0.00% | +215+44.4% | Added |
| Pflug Koory, LLC | 705 | $37.7K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 835 | $44.7K | 0.00% | −298−26.3% | Reduced |
| IMA Wealth, Inc. | 963 | $51.5K | 0.01% | +963 | New |
| Coldstream Capital Management Inc | 1,006 | $53.8K | 0.00% | +1,006 | New |
| CWM, LLC | 1,055 | $56.0K | 0.00% | −344−24.6% | Reduced |
| Amundi | 1,281 | $59.3K | 0.00% | −370−22.4% | Reduced |
| Clearstead Advisors, LLC | 1,298 | $69.4K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,300 | $69.5K | 0.00% | +800+160.0% | Added |
| KBC Group NV | 1,341 | $72.0K | 0.00% | −11−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,377 | $73.7K | 0.00% | +1,275+1,250.0% | Added |
| Hazlett, Burt & Watson, Inc. | 1,540 | $83.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,936 | $103.6K | 0.01% | +1,122+137.8% | Added |
| Ameritas Investment Partners, Inc. | 2,394 | $128.1K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,603 | $139.0K | 0.01% | +1,407+117.6% | Added |
| Public Employees Retirement Association of Colorado | 2,662 | $142.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,851 | $152.5K | 0.00% | −554−16.3% | Reduced |
| The PNC Financial Services Group, Inc. | 3,175 | $169.8K | 0.00% | −640−16.8% | Reduced |
| Atria Investments LLC | 3,798 | $203.2K | 0.00% | +3,798 | New |
| QRG Capital Management, Inc. | 3,875 | $207.3K | 0.00% | +3,875 | New |
| Creative Planning | 4,118 | $220.3K | 0.00% | −1,184−22.3% | Reduced |
| MML Investors Services, LLC | 4,251 | $227.0K | 0.00% | +4,251 | New |
| Police & Firemen's Retirement System of New Jersey | 4,695 | $251.1K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,761 | $257.8K | 0.00% | +4,761 | New |
| Toroso Investments, LLC | 4,873 | $260.7K | 0.00% | −405−7.7% | Reduced |
| Quadrant Capital Group LLC | 4,885 | $261.3K | 0.01% | +4,411+930.6% | Added |
| Verdence Capital Advisors LLC | 4,923 | $263.3K | 0.02% | +4,923 | New |
| CIBC World Markets Corp | 5,056 | $270.4K | 0.00% | +5,056 | New |
| Oregon Public Employees Retirement Fund | 5,231 | $279.8K | 0.01% | −138−2.6% | Reduced |
| Nisa Investment Advisors, LLC | 5,292 | $283.1K | 0.00% | −153−2.8% | Reduced |
| KLP Kapitalforvaltning AS | 5,300 | $283.5K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,366 | $287.0K | 0.00% | −1,502−21.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,470 | $292.6K | 0.00% | +591+12.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,963 | $322.1K | 0.00% | +5,963 | New |
| Petrus Trust Company, LTA | 6,046 | $323.4K | 0.03% | +6,046 | New |
| Voya Investment Management LLC | 6,210 | $332.2K | 0.00% | −678−9.8% | Reduced |
| Victory Capital Management Inc | 6,421 | $343.5K | 0.00% | +198+3.2% | Added |
| CWM Advisors, LLC | 6,464 | $345.8K | 0.04% | −239−3.6% | Reduced |
| Amalgamated Bank | 6,518 | $349.0K | 0.00% | −129−1.9% | Reduced |
| Arizona State Retirement System | 6,540 | $349.8K | 0.00% | −80−1.2% | Reduced |