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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.

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.

Institutional holdersQ1 2025: 230 institutions
Q1 2021: 323 institutionsQ2 2021: 288 institutionsQ3 2021: 281 institutionsQ4 2021: 291 institutionsQ1 2022: 278 institutionsQ2 2022: 297 institutionsQ3 2022: 257 institutionsQ4 2022: 246 institutionsQ1 2023: 249 institutionsQ2 2023: 248 institutionsQ3 2023: 250 institutionsQ4 2023: 262 institutionsQ1 2024: 273 institutionsQ2 2024: 255 institutionsQ3 2024: 245 institutionsQ4 2024: 242 institutionsQ1 2025: 230 institutionsQ2 2025: 211 institutionsQ3 2025: 207 institutionsQ4 2025: 193 institutionsQ1 2026: 188 institutionsQ2 2026: 200 institutions
Value heldQ1 2025: $1.28B
Q1 2021: $5.55BQ2 2021: $5.73BQ3 2021: $5.75BQ4 2021: $6.18BQ1 2022: $4.94BQ2 2022: $4.06BQ3 2022: $2.32BQ4 2022: $2.84BQ1 2023: $2.68BQ2 2023: $3.07BQ3 2023: $3.18BQ4 2023: $3.20BQ1 2024: $2.99BQ2 2024: $2.28BQ3 2024: $1.49BQ4 2024: $1.44BQ1 2025: $1.28BQ2 2025: $676.7MQ3 2025: $578.8MQ4 2025: $476.3MQ1 2026: $304.9MQ2 2026: $649.9M
Institutions holding HELE and their total value by quarter
QuarterHoldersValue
Q2 2026200$649.9M
Q1 2026188$304.9M
Q4 2025193$476.3M
Q3 2025207$578.8M
Q2 2025211$676.7M
Q1 2025230$1.28B
Q4 2024242$1.44B
Q3 2024245$1.49B
Q2 2024255$2.28B
Q1 2024273$2.99B
Q4 2023262$3.20B
Q3 2023250$3.18B
Q2 2023248$3.07B
Q1 2023249$2.68B
Q4 2022246$2.84B
Q3 2022257$2.32B
Q2 2022297$4.06B
Q1 2022278$4.94B
Q4 2021291$6.18B
Q3 2021281$5.75B
Q2 2021288$5.73B
Q1 2021323$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.

Institutions holding HELE in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rothschild Investment LLC45$2.41K0.00%+5+12.5%Added
Sittner & Nelson, LLC40$2.14K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC39$2.00K0.00%−1−2.5%Reduced
Hexagon Capital Partners LLC35$1.87K0.00%+35New
CIBC Private Wealth Group, LLC45$1.63K0.00%00.0%Unchanged
Farther Finance Advisors, LLC29$1.53K0.00%+28+2,800.0%Added
Lindbrook Capital, LLC28$1.50K0.00%−4−12.5%Reduced
Prestige Wealth Management Group LLC28$1.50K0.00%00.0%Unchanged
Private Wealth Management Group, LLC26$1.39K0.00%−19−42.2%Reduced
Atlantic Trust, LLC24$1.28K0.00%+24New
Geneos Wealth Management Inc.22$1.18K0.00%−9−29.0%Reduced
Covestor Ltd13$1.00K0.00%+1+8.3%Added
Carolinas Wealth Consulting LLC18$9630.00%00.0%Unchanged
Bell Investment Advisors, Inc15$8030.00%00.0%Unchanged
SBI Securities Co., Ltd.14$7490.00%−26−65.0%Reduced
Massmutual Trust Co FSB13$6950.00%00.0%Unchanged
Asset Dedication, LLC12$6420.00%00.0%Unchanged
GWM Advisors LLC12$6420.00%00.0%Unchanged
Private Wealth Asset Management, LLC12$6420.00%+12New
Farmers & Merchants Investments Inc10$5350.00%00.0%Unchanged
MV Capital Management, Inc.7$3750.00%−15−68.2%Reduced
Whittier Trust Co of Nevada Inc6$3200.00%00.0%Unchanged
Huntington National Bank4$2140.00%−46−92.0%Reduced
MorganRosel Wealth Management, LLC3$1600.00%+3New
Binnacle Investments Inc3$1600.00%+3New
Abound Wealth Management2$1070.00%−1−33.3%Reduced
Raffa Wealth Management, LLC2$1070.00%00.0%Unchanged
North Star Investment Management Corp.1$530.00%00.0%Unchanged
IFP Advisors, Inc0$530.00%0Unchanged
Hemington Wealth Management1$00.00%00.0%Unchanged
Proequities, Inc.0$00.00%−73−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−919,514−100.0%Sold out
Cooper Creek Partners Management LLC0$00.00%−689,416−100.0%Sold out
Woodline Partners LP0$00.00%−72,180−100.0%Sold out
Peregrine Capital Management LLC0$00.00%−58,048−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−47,699−100.0%Sold out
Natixis0$00.00%−39,700−100.0%Sold out
PDT Partners, LLC0$00.00%−35,911−100.0%Sold out
Winton Group Ltd0$00.00%−29,149−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−26,768−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−20,131−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−16,858−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−14,423−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−13,460−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−10,589−100.0%Sold out
First Hawaiian Bank0$00.00%−10,032−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−8,097−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−7,634−100.0%Sold out
Keebeck Alpha, LP0$00.00%−7,258−100.0%Sold out
Entropy Technologies, LP0$00.00%−6,582−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−6,102−100.0%Sold out
Mariner, LLC0$00.00%−6,049−100.0%Sold out
Quadrature Capital Ltd0$00.00%−5,960−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−5,806−100.0%Sold out
Headlands Technologies LLC0$00.00%−4,743−100.0%Sold out
Bridgewater Associates, LP0$00.00%−4,325−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−4,064−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−3,669−100.0%Sold out
Mutual of America Capital Management LLC0$00.00%−3,462−100.0%Sold out
HGK Asset Management Inc0$00.00%−2,540−100.0%Sold out
Empowered Funds, LLC0$00.00%−2,502−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,045−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−219−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−217−100.0%Sold out
Clear Street Markets LLC0$00.00%−187−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−154−100.0%Sold out
Rise Advisors, LLC0$00.00%−127−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−121−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−114−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−105−100.0%Sold out
Smithfield Trust Co0$00.00%−30−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−33−100.0%Sold out
Allworth Financial LP0$00.00%−15−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−15−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−13−100.0%Sold out
True Wealth Design, LLC0$00.00%−9−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−5−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed