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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 12,926 | $691.4K | 0.01% | +3,198+32.9% | Added |
| State of Alaska, Department of Revenue | 12,665 | $677.0K | 0.01% | −276−2.1% | Reduced |
| Polymer Capital Management (US) LLC | 12,558 | $671.7K | 0.20% | +12,558 | New |
| Capital Fund Management S.A. | 12,438 | $665.3K | 0.01% | −57,073−82.1% | Reduced |
| Illinois Municipal Retirement Fund | 12,357 | $661.0K | 0.01% | −238−1.9% | Reduced |
| Corebridge Financial, Inc. | 11,901 | $636.6K | 0.00% | −233−1.9% | Reduced |
| Wellington Shields Capital Management, LLC | 11,800 | $631.2K | 0.11% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 11,483 | $614.2K | 0.16% | +1,253+12.2% | Added |
| State of Tennessee, Treasury Department | 11,388 | $609.1K | 0.00% | −994−8.0% | Reduced |
| Anchor Capital Advisors LLC | 11,172 | $597.6K | 0.02% | −37−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 10,994 | $588.1K | 0.00% | +150+1.4% | Added |
| Fisher Asset Management, LLC | 10,867 | $581.3K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,800 | $577.7K | 0.01% | −200−1.8% | Reduced |
| US Bancorp | 10,692 | $571.9K | 0.00% | +1,983+22.8% | Added |
| Aigen Investment Management, LP | 10,085 | $539.4K | 0.09% | +10,085 | New |
| AXA S.A. | 9,724 | $520.1K | 0.00% | +2,372+32.3% | Added |
| SEI Investments Co | 9,451 | $505.5K | 0.00% | −25,416−72.9% | Reduced |
| Yousif Capital Management, LLC | 8,515 | $455.5K | 0.01% | −186−2.1% | Reduced |
| Ensign Peak Advisors, Inc | 8,184 | $437.8K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 8,024 | $429.2K | 0.00% | −1,085−11.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,246 | $387.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,201 | $385.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,102 | $380.0K | 0.00% | +1,170+19.7% | Added |
| Net Worth Advisory Group | 7,090 | $379.2K | 0.12% | +2,266+47.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,034 | $376.2K | 0.00% | +1,613+29.8% | Added |
| RSM US Wealth Management LLC | 7,030 | $376.1K | 0.01% | +7,030 | New |
| Handelsbanken Fonder AB | 6,951 | $372.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,657 | $356.1K | 0.01% | −1,047−13.6% | Reduced |
| Wolverine Trading, LLC | 6,552 | $353.9K | 0.01% | +6,552 | New |
| Counterpoint Mutual Funds LLC | 6,591 | $352.6K | 0.05% | +6,591 | New |
| Arizona State Retirement System | 6,540 | $349.8K | 0.00% | −80−1.2% | Reduced |
| Amalgamated Bank | 6,518 | $349.0K | 0.00% | −129−1.9% | Reduced |
| CWM Advisors, LLC | 6,464 | $345.8K | 0.04% | −239−3.6% | Reduced |
| Victory Capital Management Inc | 6,421 | $343.5K | 0.00% | +198+3.2% | Added |
| Voya Investment Management LLC | 6,210 | $332.2K | 0.00% | −678−9.8% | Reduced |
| Petrus Trust Company, LTA | 6,046 | $323.4K | 0.03% | +6,046 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,963 | $322.1K | 0.00% | +5,963 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,470 | $292.6K | 0.00% | +591+12.1% | Added |
| ProShare Advisors LLC | 5,366 | $287.0K | 0.00% | −1,502−21.9% | Reduced |
| KLP Kapitalforvaltning AS | 5,300 | $283.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,292 | $283.1K | 0.00% | −153−2.8% | Reduced |
| Oregon Public Employees Retirement Fund | 5,231 | $279.8K | 0.01% | −138−2.6% | Reduced |
| CIBC World Markets Corp | 5,056 | $270.4K | 0.00% | +5,056 | New |
| Verdence Capital Advisors LLC | 4,923 | $263.3K | 0.02% | +4,923 | New |
| Quadrant Capital Group LLC | 4,885 | $261.3K | 0.01% | +4,411+930.6% | Added |
| Toroso Investments, LLC | 4,873 | $260.7K | 0.00% | −405−7.7% | Reduced |
| HSBC Holdings PLC | 4,761 | $257.8K | 0.00% | +4,761 | New |
| Police & Firemen's Retirement System of New Jersey | 4,695 | $251.1K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,251 | $227.0K | 0.00% | +4,251 | New |
| Creative Planning | 4,118 | $220.3K | 0.00% | −1,184−22.3% | Reduced |
| QRG Capital Management, Inc. | 3,875 | $207.3K | 0.00% | +3,875 | New |
| Atria Investments LLC | 3,798 | $203.2K | 0.00% | +3,798 | New |
| The PNC Financial Services Group, Inc. | 3,175 | $169.8K | 0.00% | −640−16.8% | Reduced |
| BNP Paribas Arbitrage, SA | 2,851 | $152.5K | 0.00% | −554−16.3% | Reduced |
| Public Employees Retirement Association of Colorado | 2,662 | $142.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,603 | $139.0K | 0.01% | +1,407+117.6% | Added |
| Ameritas Investment Partners, Inc. | 2,394 | $128.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,936 | $103.6K | 0.01% | +1,122+137.8% | Added |
| Hazlett, Burt & Watson, Inc. | 1,540 | $83.0K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,377 | $73.7K | 0.00% | +1,275+1,250.0% | Added |
| KBC Group NV | 1,341 | $72.0K | 0.00% | −11−0.8% | Reduced |
| Canada Pension Plan Investment Board | 1,300 | $69.5K | 0.00% | +800+160.0% | Added |
| Clearstead Advisors, LLC | 1,298 | $69.4K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,281 | $59.3K | 0.00% | −370−22.4% | Reduced |
| CWM, LLC | 1,055 | $56.0K | 0.00% | −344−24.6% | Reduced |
| Coldstream Capital Management Inc | 1,006 | $53.8K | 0.00% | +1,006 | New |
| IMA Wealth, Inc. | 963 | $51.5K | 0.01% | +963 | New |
| Signaturefd, LLC | 835 | $44.7K | 0.00% | −298−26.3% | Reduced |
| Pflug Koory, LLC | 705 | $37.7K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 699 | $37.4K | 0.00% | +215+44.4% | Added |
| Tower Research Capital LLC (TRC) | 632 | $33.8K | 0.00% | −11,587−94.8% | Reduced |
| FNY Investment Advisers, LLC | 600 | $32.0K | 0.02% | −150−20.0% | Reduced |
| Nomura Asset Management Co Ltd | 530 | $28.4K | 0.00% | +360+211.8% | Added |
| Leonteq Securities AG | 496 | $26.5K | 0.00% | +220+79.7% | Added |
| TD Private Client Wealth LLC | 452 | $24.2K | 0.00% | +452 | New |
| Versant Capital Management, Inc | 419 | $22.4K | 0.00% | +305+267.5% | Added |
| Principal Securities, Inc. | 371 | $22.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 393 | $21.0K | 0.00% | −325−45.3% | Reduced |
| Bessemer Group Inc | 382 | $21.0K | 0.00% | +90+30.8% | Added |
| Fifth Third Bancorp | 325 | $17.4K | 0.00% | −171−34.5% | Reduced |
| Ronald Blue Trust, Inc. | 303 | $16.2K | 0.00% | +65+27.3% | Added |
| Quarry LP | 229 | $12.2K | 0.00% | −585−71.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 187 | $10.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 180 | $9.63K | 0.00% | +180 | New |
| Harbor Capital Advisors, Inc. | 159 | $9.00K | 0.00% | +6+3.9% | Added |
| GHP Investment Advisors, Inc. | 142 | $7.60K | 0.00% | +87+158.2% | Added |
| Bryn Mawr Trust Co | 133 | $7.11K | 0.00% | +133 | New |
| Harbour Investments, Inc. | 132 | $7.06K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 128 | $6.85K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 106 | $5.67K | 0.00% | +57+116.3% | Added |
| Skopos Labs, Inc. | 101 | $5.40K | 0.00% | +101 | New |
| Whittier Trust Co | 90 | $4.81K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 87 | $4.70K | 0.00% | +40+85.1% | Added |
| Private Trust Co NA | 85 | $4.55K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 78 | $4.17K | 0.00% | +68+680.0% | Added |
| WPG Advisers, LLC | 68 | $3.64K | 0.00% | −5−6.8% | Reduced |
| MAI Capital Management | 66 | $3.53K | 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 |
| Parkside Financial Bank & Trust | 47 | $2.52K | 0.00% | 00.0% | Unchanged |