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, Q2 2025
Institutional positions in Helen of Troy Ltd as of Jun 30, 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
- 211
- −17 vs. Q1 2025
- Shares held
- 23.9M
- +102.6K (+0.4%) vs. Q1 2025
- Total value
- $676.7M
- −$594.8M (−46.8%) vs. Q1 2025
- New holders
- 47
- 79 more added
- Sold out
- 64
- 50 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,485,966 | $98.9M | 0.00% | −15,162−0.4% | Reduced |
| Vanguard Group Inc | 2,606,759 | $74.0M | 0.00% | +8,432+0.3% | Added |
| FMR LLC | 2,589,051 | $73.5M | 0.00% | +1,690+0.1% | Added |
| Dimensional Fund Advisors LP | 1,038,537 | $29.5M | 0.01% | +13,286+1.3% | Added |
| Pzena Investment Management LLC | 985,331 | $28.0M | 0.09% | +229,104+30.3% | Added |
| State Street Corp | 902,789 | $25.6M | 0.00% | −4,808−0.5% | Reduced |
| Earnest Partners LLC | 771,670 | $21.9M | 0.10% | −9,270−1.2% | Reduced |
| Bank of America Corp | 638,536 | $18.1M | 0.00% | −25,551−3.8% | Reduced |
| Charles Schwab Investment Management Inc | 605,104 | $17.2M | 0.00% | +84,682+16.3% | Added |
| Geode Capital Management, LLC | 557,368 | $15.8M | 0.00% | −3,458−0.6% | Reduced |
| Ameriprise Financial Inc | 450,078 | $12.8M | 0.00% | +306,708+213.9% | Added |
| CastleKnight Management LP | 439,500 | $12.5M | 0.82% | +439,500 | New |
| D. E. Shaw & Co., Inc. | 421,575 | $12.0M | 0.01% | +216,267+105.3% | Added |
| Federated Hermes, Inc. | 372,049 | $10.6M | 0.02% | +186,433+100.4% | Added |
| Jacobs Levy Equity Management, Inc | 343,963 | $9.76M | 0.04% | +11,255+3.4% | Added |
| Goldman Sachs Group Inc | 341,916 | $9.70M | 0.00% | +133,174+63.8% | Added |
| Invenomic Capital Management LP | 328,722 | $9.33M | 0.53% | +89,931+37.7% | Added |
| Morgan Stanley | 322,934 | $9.16M | 0.00% | +47,465+17.2% | Added |
| M&G Plc | 319,686 | $8.95M | 0.05% | +319,686 | New |
| AQR Capital Management LLC | 315,523 | $8.80M | 0.01% | +206,011+188.1% | Added |
| Wellington Management Group LLP | 288,241 | $8.18M | 0.00% | +8,620+3.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 273,020 | $7.75M | 0.03% | +48,860+21.8% | Added |
| Capital International Investors | 269,597 | $7.65M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 262,681 | $7.45M | 0.01% | +709+0.3% | Added |
| Systematic Financial Management LP | 241,138 | $6.84M | 0.18% | +6,470+2.8% | Added |
| Northern Trust Corp | 238,666 | $6.77M | 0.00% | −25,111−9.5% | Reduced |
| Glenmede Investment Management, LP | 231,853 | $6.58M | 0.03% | +231,853 | New |
| RWWM, Inc. | 192,861 | $5.47M | 0.45% | +192,861 | New |
| Bank of New York Mellon Corp | 168,059 | $4.77M | 0.00% | +1,408+0.8% | Added |
| SG Americas Securities, LLC | 158,419 | $4.50M | 0.02% | +145,068+1,086.6% | Added |
| Invesco Ltd. | 145,663 | $4.13M | 0.00% | +43,006+41.9% | Added |
| Principal Financial Group Inc | 138,109 | $3.92M | 0.00% | +3,420+2.5% | Added |
| Envestnet Asset Management Inc | 137,443 | $3.90M | 0.00% | −12,182−8.1% | Reduced |
| Marshall Wace, LLP | 109,514 | $3.11M | 0.00% | +40,178+57.9% | Added |
| Wells Fargo & Company | 107,684 | $3.06M | 0.00% | −4,503−4.0% | Reduced |
| UBS Group AG | 97,833 | $2.78M | 0.00% | −38,045−28.0% | Reduced |
| Susquehanna International Group, LLP | 97,504 | $2.77M | 0.00% | +59,751+158.3% | Added |
| Franklin Resources Inc | 97,417 | $2.76M | 0.00% | +15,787+19.3% | Added |
| UBS Asset Management Americas Inc | 97,172 | $2.76M | 0.00% | +22,863+30.8% | Added |
| Verition Fund Management LLC | 95,639 | $2.71M | 0.02% | +43,140+82.2% | Added |
| Engineers Gate Manager LP | 92,984 | $2.64M | 0.03% | +69,381+293.9% | Added |
| Landscape Capital Management, L.L.C. | 92,907 | $2.64M | 0.21% | −37,510−28.8% | Reduced |
| Victory Capital Management Inc | 81,053 | $2.30M | 0.00% | +74,632+1,162.3% | Added |
| Public Sector Pension Investment Board | 77,876 | $2.21M | 0.01% | +5,350+7.4% | Added |
| Nuveen, LLC | 77,765 | $2.21M | 0.00% | −10,708−12.1% | Reduced |
| Gladstone Institutional Advisory LLC | 77,143 | $2.19M | 0.09% | +8,100+11.7% | Added |
| LSV Asset Management | 76,892 | $2.18M | 0.01% | +7,484+10.8% | Added |
| LPL Financial LLC | 76,598 | $2.17M | 0.00% | −955−1.2% | Reduced |
| Rhumbline Advisers | 73,507 | $2.09M | 0.00% | +1,366+1.9% | Added |
| Susquehanna Fundamental Investments, LLC | 71,560 | $2.03M | 0.05% | −5,502−7.1% | Reduced |
| Nordea Investment Management AB | 69,400 | $1.97M | 0.00% | +20,248+41.2% | Added |
| Squarepoint Ops LLC | 68,369 | $1.94M | 0.00% | +68,369 | New |
| First Trust Advisors LP | 67,884 | $1.93M | 0.00% | −3,409−4.8% | Reduced |
| Legal & General Group Plc | 61,413 | $1.74M | 0.00% | −1,116−1.8% | Reduced |
| American Century Companies Inc | 57,265 | $1.63M | 0.00% | +2,503+4.6% | Added |
| Russell Investments Group, Ltd. | 53,797 | $1.53M | 0.00% | −34,380−39.0% | Reduced |
| Royal Bank of Canada | 46,750 | $1.33M | 0.00% | +39,648+558.3% | Added |
| Swiss National Bank | 43,600 | $1.24M | 0.00% | −700−1.6% | Reduced |
| Barclays PLC | 42,795 | $1.21M | 0.00% | +8,602+25.2% | Added |
| Capital Fund Management S.A. | 39,620 | $1.12M | 0.01% | +27,182+218.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 38,205 | $1.08M | 0.02% | +38,205 | New |
| Quantbot Technologies LP | 35,112 | $996.5K | 0.03% | +13,684+63.9% | Added |
| Balyasny Asset Management LLC | 35,016 | $993.8K | 0.00% | −23,176−39.8% | Reduced |
| Clark Estates Inc | 34,200 | $970.6K | 0.22% | 00.0% | Unchanged |
| Jain Global LLC | 32,112 | $911.3K | 0.01% | +32,112 | New |
| Walleye Capital LLC | 31,457 | $892.8K | 0.01% | +12,021+61.8% | Added |
| Graham Capital Management, L.P. | 30,271 | $859.1K | 0.03% | +12,177+67.3% | Added |
| Villanova Investment Management Co LLC | 30,250 | $858.5K | 0.89% | +20,125+198.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 27,195 | $771.8K | 0.02% | +27,195 | New |
| Alliancebernstein L.P. | 26,761 | $759.5K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 26,378 | $748.6K | 0.00% | +11,838+81.4% | Added |
| QSV Equity Investors LLC | 25,142 | $713.5K | 0.74% | +5,635+28.9% | Added |
| Qube Research & Technologies Ltd | 24,924 | $707.3K | 0.00% | +24,924 | New |
| Pacific Ridge Capital Partners, LLC | 24,612 | $698.5K | 0.17% | +13,129+114.3% | Added |
| Price T Rowe Associates Inc | 23,996 | $682.0K | 0.00% | +1,296+5.7% | Added |
| New York State Teachers Retirement System | 23,445 | $665.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 22,573 | $640.6K | 0.00% | −13,784−37.9% | Reduced |
| Bank of Montreal | 21,476 | $609.5K | 0.00% | −24,005−52.8% | Reduced |
| California State Teachers Retirement System | 21,360 | $606.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 20,489 | $581.5K | 0.00% | +479+2.4% | Added |
| Wolverine Trading, LLC | 20,012 | $567.1K | 0.01% | +13,460+205.4% | Added |
| Deutsche Bank AG | 19,981 | $567.1K | 0.00% | −19,661−49.6% | Reduced |
| Creative Planning | 19,821 | $562.5K | 0.00% | +15,703+381.3% | Added |
| Avantax Advisory Services, Inc. | 18,852 | $535.0K | 0.00% | −294−1.5% | Reduced |
| Cerity Partners LLC | 18,798 | $533.5K | 0.00% | +18,798 | New |
| Robeco Institutional Asset Management B.V. | 16,967 | $481.5K | 0.00% | +16,967 | New |
| Voloridge Investment Management, LLC | 16,955 | $481.2K | 0.00% | −143,841−89.5% | Reduced |
| Thrivent Financial for Lutherans | 16,870 | $479.0K | 0.00% | +82+0.5% | Added |
| IMC-Chicago, LLC | 15,841 | $449.6K | 0.01% | +15,841 | New |
| Royce & Associates LP | 14,333 | $406.8K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 13,856 | $393.2K | 0.00% | +13,856 | New |
| CWM Advisors, LLC | 13,797 | $391.6K | 0.04% | +7,333+113.4% | Added |
| Schonfeld Strategic Advisors LLC | 13,700 | $388.8K | 0.00% | +13,700 | New |
| State of Alaska, Department of Revenue | 13,672 | $387.0K | 0.00% | +1,007+8.0% | Added |
| MetLife Investment Management | 13,531 | $384.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 13,147 | $373.2K | 0.00% | +3,696+39.1% | Added |
| Hancock Whitney Corp | 12,888 | $365.8K | 0.01% | +12,888 | New |
| Group One Trading, L.P. | 12,776 | $362.6K | 0.01% | +12,776 | New |
| Counterpoint Mutual Funds LLC | 12,764 | $362.2K | 0.03% | +6,173+93.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,062 | $361.3K | 0.00% | +11,062 | New |