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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 185,616 | $9.93M | 0.02% | +180,197+3,325.3% | Added |
| D. E. Shaw & Co., Inc. | 205,308 | $11.0M | 0.01% | +7,107+3.6% | Added |
| JPMorgan Chase & Co | 206,257 | $11.0M | 0.00% | +116,177+129.0% | Added |
| Goldman Sachs Group Inc | 208,742 | $11.2M | 0.00% | −28,968−12.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 224,160 | $12.0M | 0.04% | +15,970+7.7% | Added |
| Systematic Financial Management LP | 234,668 | $12.6M | 0.36% | −2,141−0.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 236,682 | $12.7M | 0.05% | +2,633+1.1% | Added |
| Glenmede Trust Co NA | 237,555 | $12.7M | 0.07% | +237,555 | New |
| Invenomic Capital Management LP | 238,791 | $12.8M | 0.65% | +96,805+68.2% | Added |
| Millennium Management LLC | 261,972 | $14.0M | 0.01% | +261,972 | New |
| Northern Trust Corp | 263,777 | $14.1M | 0.00% | +4,942+1.9% | Added |
| Capital International Investors | 269,597 | $14.4M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 275,469 | $14.7M | 0.00% | −97,229−26.1% | Reduced |
| Wellington Management Group LLP | 279,621 | $15.0M | 0.00% | +39,764+16.6% | Added |
| Janus Henderson Group PLC | 300,193 | $16.2M | 0.01% | −2,516−0.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 332,708 | $17.8M | 0.07% | +316,755+1,985.6% | Added |
| Armistice Capital, LLC | 371,000 | $19.8M | 0.53% | +371,000 | New |
| Medina Singh Partners, LLC | 383,356 | $20.5M | 5.86% | +64,893+20.4% | Added |
| William Blair Investment Management, LLC | 423,910 | $22.7M | 0.06% | −16,941−3.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 507,338 | $27.1M | 0.02% | −139,408−21.6% | Reduced |
| Charles Schwab Investment Management Inc | 520,422 | $27.8M | 0.01% | +38,268+7.9% | Added |
| Geode Capital Management, LLC | 560,826 | $30.0M | 0.00% | +26,261+4.9% | Added |
| Bank of America Corp | 664,087 | $35.5M | 0.00% | +299,907+82.4% | Added |
| Pzena Investment Management LLC | 756,227 | $40.5M | 0.14% | +50,516+7.2% | Added |
| Earnest Partners LLC | 780,940 | $41.8M | 0.20% | +23,601+3.1% | Added |
| State Street Corp | 907,597 | $48.5M | 0.00% | −23,939−2.6% | Reduced |
| Dimensional Fund Advisors LP | 1,025,251 | $54.8M | 0.01% | −59,175−5.5% | Reduced |
| FMR LLC | 2,587,361 | $138.4M | 0.01% | −92,511−3.5% | Reduced |
| Vanguard Group Inc | 2,598,327 | $139.0M | 0.00% | −27,988−1.1% | Reduced |
| BlackRock, Inc. | 3,501,128 | $187.3M | 0.00% | −135,863−3.7% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −919,514−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −689,416−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −72,180−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −58,048−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −47,699−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −39,700−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −35,911−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −29,149−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −26,768−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −20,131−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −16,858−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,423−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,460−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −10,589−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −10,032−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −8,097−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −7,634−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −7,258−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −6,582−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,102−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −6,049−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,960−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,806−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −4,743−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −4,325−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −4,064−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,669−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −3,462−100.0% | Sold out |
| HGK Asset Management Inc | 0 | $0 | 0.00% | −2,540−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −2,502−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |