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 |
|---|---|---|---|---|---|
| Counterpoint Mutual Funds LLC | 6,591 | $352.6K | 0.05% | +6,591 | New |
| Wolverine Trading, LLC | 6,552 | $353.9K | 0.01% | +6,552 | New |
| Maryland State Retirement & Pension System | 6,657 | $356.1K | 0.01% | −1,047−13.6% | Reduced |
| Handelsbanken Fonder AB | 6,951 | $372.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,030 | $376.1K | 0.01% | +7,030 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,034 | $376.2K | 0.00% | +1,613+29.8% | Added |
| Net Worth Advisory Group | 7,090 | $379.2K | 0.12% | +2,266+47.0% | Added |
| Royal Bank of Canada | 7,102 | $380.0K | 0.00% | +1,170+19.7% | Added |
| New York State Common Retirement Fund | 7,201 | $385.2K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 7,246 | $387.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 8,024 | $429.2K | 0.00% | −1,085−11.9% | Reduced |
| Ensign Peak Advisors, Inc | 8,184 | $437.8K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 8,515 | $455.5K | 0.01% | −186−2.1% | Reduced |
| SEI Investments Co | 9,451 | $505.5K | 0.00% | −25,416−72.9% | Reduced |
| AXA S.A. | 9,724 | $520.1K | 0.00% | +2,372+32.3% | Added |
| Aigen Investment Management, LP | 10,085 | $539.4K | 0.09% | +10,085 | New |
| US Bancorp | 10,692 | $571.9K | 0.00% | +1,983+22.8% | Added |
| Louisiana State Employees Retirement System | 10,800 | $577.7K | 0.01% | −200−1.8% | Reduced |
| Fisher Asset Management, LLC | 10,867 | $581.3K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 10,994 | $588.1K | 0.00% | +150+1.4% | Added |
| Anchor Capital Advisors LLC | 11,172 | $597.6K | 0.02% | −37−0.3% | Reduced |
| State of Tennessee, Treasury Department | 11,388 | $609.1K | 0.00% | −994−8.0% | Reduced |
| Pacific Ridge Capital Partners, LLC | 11,483 | $614.2K | 0.16% | +1,253+12.2% | Added |
| Wellington Shields Capital Management, LLC | 11,800 | $631.2K | 0.11% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 11,901 | $636.6K | 0.00% | −233−1.9% | Reduced |
| Illinois Municipal Retirement Fund | 12,357 | $661.0K | 0.01% | −238−1.9% | Reduced |
| Capital Fund Management S.A. | 12,438 | $665.3K | 0.01% | −57,073−82.1% | Reduced |
| Polymer Capital Management (US) LLC | 12,558 | $671.7K | 0.20% | +12,558 | New |
| State of Alaska, Department of Revenue | 12,665 | $677.0K | 0.01% | −276−2.1% | Reduced |
| Oppenheimer Asset Management Inc. | 12,926 | $691.4K | 0.01% | +3,198+32.9% | Added |
| Intech Investment Management LLC | 13,323 | $712.6K | 0.01% | +3,922+41.7% | Added |
| SG Americas Securities, LLC | 13,351 | $714.0K | 0.00% | +13,351 | New |
| MetLife Investment Management | 13,531 | $723.8K | 0.00% | −276−2.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,533 | $723.9K | 0.00% | +563+4.3% | Added |
| Two Sigma Investments, LP | 13,777 | $736.9K | 0.00% | +6,569+91.1% | Added |
| Campbell & CO Investment Adviser LLC | 13,908 | $743.9K | 0.06% | −19,083−57.8% | Reduced |
| Royce & Associates LP | 14,333 | $766.7K | 0.01% | +8,393+141.3% | Added |
| Point72 Asset Management, L.P. | 14,540 | $777.7K | 0.00% | +10,240+238.1% | Added |
| Thrivent Financial for Lutherans | 16,788 | $898.0K | 0.00% | −875−5.0% | Reduced |
| Jane Street Group, LLC | 17,417 | $931.6K | 0.00% | −35,742−67.2% | Reduced |
| Ninety One UK Ltd | 17,578 | $940.2K | 0.00% | −10,378−37.1% | Reduced |
| Graham Capital Management, L.P. | 18,094 | $967.8K | 0.03% | +18,094 | New |
| Aquatic Capital Management LLC | 18,291 | $978.4K | 0.02% | +18,291 | New |
| Avantax Advisory Services, Inc. | 19,146 | $1.02M | 0.01% | +5,718+42.6% | Added |
| Walleye Capital LLC | 19,436 | $1.04M | 0.01% | +19,269+11,538.3% | Added |
| QSV Equity Investors LLC | 19,507 | $1.04M | 1.08% | −46−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 20,010 | $1.07M | 0.00% | +19,123+2,155.9% | Added |
| California State Teachers Retirement System | 21,360 | $1.14M | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 21,428 | $1.15M | 0.04% | +21,428 | New |
| Price T Rowe Associates Inc | 22,700 | $1.22M | 0.00% | +949+4.4% | Added |
| New York State Teachers Retirement System | 23,445 | $1.25M | 0.00% | −3,700−13.6% | Reduced |
| Engineers Gate Manager LP | 23,603 | $1.26M | 0.02% | +23,603 | New |
| Centiva Capital, LP | 26,431 | $1.41M | 0.08% | +19,002+255.8% | Added |
| Alliancebernstein L.P. | 26,761 | $1.43M | 0.00% | +594+2.3% | Added |
| Atom Investors LP | 28,336 | $1.52M | 0.19% | +7,049+33.1% | Added |
| Villanova Investment Management Co LLC | 10,125 | $1.56M | 1.55% | −11,998−54.2% | Reduced |
| Jump Financial, LLC | 30,230 | $1.62M | 0.02% | +30,230 | New |
| Barclays PLC | 34,193 | $1.83M | 0.00% | −10,586−23.6% | Reduced |
| Clark Estates Inc | 34,200 | $1.83M | 0.39% | −3,500−9.3% | Reduced |
| ExodusPoint Capital Management, LP | 34,830 | $1.86M | 0.02% | +34,830 | New |
| Citigroup Inc | 36,357 | $1.94M | 0.00% | +3,257+9.8% | Added |
| Susquehanna International Group, LLP | 37,753 | $2.02M | 0.00% | +24,062+175.8% | Added |
| Deutsche Bank AG | 39,642 | $2.12M | 0.00% | −16,490−29.4% | Reduced |
| Swiss National Bank | 44,300 | $2.37M | 0.00% | −700−1.6% | Reduced |
| Bank of Montreal | 45,481 | $2.43M | 0.00% | +19,809+77.2% | Added |
| Citadel Advisors LLC | 48,239 | $2.58M | 0.00% | −59,367−55.2% | Reduced |
| Nordea Investment Management AB | 49,152 | $2.65M | 0.00% | +191+0.4% | Added |
| Verition Fund Management LLC | 52,499 | $2.81M | 0.02% | +29,471+128.0% | Added |
| American Century Companies Inc | 54,762 | $2.93M | 0.00% | +5,469+11.1% | Added |
| Point72 Hong Kong Ltd | 55,104 | $2.95M | 0.21% | +4,999+10.0% | Added |
| Raymond James Financial Inc | 55,313 | $2.96M | 0.00% | −957−1.7% | Reduced |
| Balyasny Asset Management LLC | 58,192 | $3.11M | 0.01% | +51,905+825.6% | Added |
| HRT Financial LP | 59,219 | $3.17M | 0.02% | +45,070+318.5% | Added |
| Legal & General Group Plc | 62,529 | $3.34M | 0.00% | −1,669−2.6% | Reduced |
| Gladstone Institutional Advisory LLC | 69,043 | $3.69M | 0.17% | +1,500+2.2% | Added |
| Marshall Wace, LLP | 69,336 | $3.71M | 0.00% | +69,336 | New |
| LSV Asset Management | 69,408 | $3.71M | 0.01% | +66,608+2,378.9% | Added |
| First Trust Advisors LP | 71,293 | $3.81M | 0.00% | +1,437+2.1% | Added |
| Rhumbline Advisers | 72,141 | $3.86M | 0.00% | −3,142−4.2% | Reduced |
| Public Sector Pension Investment Board | 72,526 | $3.88M | 0.02% | +15,573+27.3% | Added |
| UBS Asset Management Americas Inc | 74,309 | $3.97M | 0.00% | +10,397+16.3% | Added |
| Susquehanna Fundamental Investments, LLC | 77,062 | $4.12M | 0.07% | +25,438+49.3% | Added |
| LPL Financial LLC | 77,553 | $4.15M | 0.00% | +31,328+67.8% | Added |
| Franklin Resources Inc | 81,630 | $4.37M | 0.00% | +9,263+12.8% | Added |
| Ancora Advisors, LLC | 81,650 | $4.37M | 0.10% | +29,251+55.8% | Added |
| Clearline Capital LP | 82,770 | $4.43M | 0.45% | −27,388−24.9% | Reduced |
| Russell Investments Group, Ltd. | 88,177 | $4.72M | 0.01% | +52,331+146.0% | Added |
| Nuveen, LLC | 88,473 | $4.73M | 0.00% | +88,473 | New |
| Cubist Systematic Strategies, LLC | 97,148 | $5.20M | 0.07% | +85,240+715.8% | Added |
| Invesco Ltd. | 102,657 | $5.49M | 0.00% | +11,210+12.3% | Added |
| AQR Capital Management LLC | 109,512 | $5.81M | 0.01% | −85,276−43.8% | Reduced |
| Wells Fargo & Company | 112,187 | $6.00M | 0.00% | +19,341+20.8% | Added |
| Landscape Capital Management, L.L.C. | 130,417 | $6.98M | 0.62% | +130,417 | New |
| Principal Financial Group Inc | 134,689 | $7.20M | 0.00% | +3,384+2.6% | Added |
| UBS Group AG | 135,878 | $7.27M | 0.00% | −66,397−32.8% | Reduced |
| Ameriprise Financial Inc | 143,370 | $7.67M | 0.00% | +32,215+29.0% | Added |
| Envestnet Asset Management Inc | 149,625 | $8.00M | 0.00% | +25,713+20.8% | Added |
| Voloridge Investment Management, LLC | 160,796 | $8.60M | 0.03% | +50,245+45.4% | Added |
| Clearbridge Investments, LLC | 166,481 | $8.91M | 0.01% | −36,836−18.1% | Reduced |
| Bank of New York Mellon Corp | 166,651 | $8.91M | 0.00% | −182,554−52.3% | Reduced |