Skip to main content

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.

Q2 2025 vs. Q1 2025

How the institutions holding Helen of Troy Ltd changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of HELE: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders2302211−17
Shares24.0M237.6K23.9M+102.6K (+0.4%)
Value$1.28B$12.7M$676.7M−$594.8M (−46.8%)

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held Helen of Troy Ltd at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to HELE in Q2 2025
InstitutionSharesValue% of portfolio
CastleKnight Management LP439,500$12.5M0.82%
M&G Plc319,686$8.95M0.05%
Glenmede Investment Management, LP231,853$6.58M0.03%
RWWM, Inc.192,861$5.47M0.45%
Squarepoint Ops LLC68,369$1.94M0.00%
Susquehanna Portfolio Strategies, LLC38,205$1.08M0.02%
Jain Global LLC32,112$911.3K0.01%
Y-Intercept (Hong Kong) Ltd27,195$771.8K0.02%
Qube Research & Technologies Ltd24,924$707.3K0.00%
Cerity Partners LLC18,798$533.5K0.00%
Robeco Institutional Asset Management B.V.16,967$481.5K0.00%
IMC-Chicago, LLC15,841$449.6K0.01%
State of Wisconsin Investment Board13,856$393.2K0.00%
Schonfeld Strategic Advisors LLC13,700$388.8K0.00%
Hancock Whitney Corp12,888$365.8K0.01%
Group One Trading, L.P.12,776$362.6K0.01%
Wealth Enhancement Advisory Services, LLC11,062$361.3K0.00%
Bayesian Capital Management, LP12,693$360.2K0.06%
PEAK6 LLC11,079$314.4K0.01%
Blueshift Asset Management, LLC11,046$313.5K0.10%
Quantinno Capital Management LP10,430$296.0K0.00%
Corton Capital Inc.10,201$289.5K0.34%
CM Management, LLC10,000$283.8K0.26%
Clear Street Markets LLC2,387$67.7K0.02%
Lazard Asset Management LLC2,368$67.0K0.00%
Erste Asset Management GmbH1,800$51.0K0.00%
STRS Ohio1,700$48.2K0.00%
Point72 Asia (Singapore) Pte. Ltd.1,157$32.8K0.01%
Traub Capital Management LLC430$12.2K0.01%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.278$8.00K0.00%
True Wealth Design, LLC224$6.36K0.00%
MTM Investment Management, LLC200$5.68K0.00%
Hantz Financial Services, Inc.143$4.00K0.00%
SRS Capital Advisors, Inc.114$3.24K0.00%
WealthCollab, LLC101$2.87K0.00%
Larson Financial Group LLC95$2.70K0.00%
Essential Partners LLC77$2.19K0.00%
Red Tortoise LLC72$2.04K0.00%
Fortitude Family Office, LLC39$1.11K0.00%
Allworth Financial LP34$9650.00%
Bullock Wealth Management Group30$9320.00%
Jones Financial Companies LLLP23$6520.00%
Trust Co of Toledo NA20$5680.00%
Rise Advisors, LLC16$4540.00%
South State Corp.10$2840.00%
WealthTrak Capital Management LLC10$2840.00%
Parkworth Wealth Management, Inc.9$2550.00%

Sold out (64)

Institutions that held Helen of Troy Ltd at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of HELE in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Arrowstreet Capital, Limited Partnership507,338$27.1M
William Blair Investment Management, LLC423,910$22.7M
Medina Singh Partners, LLC383,356$20.5M
Armistice Capital, LLC371,000$19.8M
Fuller & Thaler Asset Management, Inc.236,682$12.7M
Clearbridge Investments, LLC166,481$8.91M
Cubist Systematic Strategies, LLC97,148$5.20M
Clearline Capital LP82,770$4.43M
Ancora Advisors, LLC81,650$4.37M
HRT Financial LP59,219$3.17M
Point72 Hong Kong Ltd55,104$2.95M
Citadel Advisors LLC48,239$2.58M
ExodusPoint Capital Management, LP34,830$1.86M
Jump Financial, LLC30,230$1.62M
Atom Investors LP28,336$1.52M
Centiva Capital, LP26,431$1.41M
Aquatic Capital Management LLC18,291$978.4K
Ninety One UK Ltd17,578$940.2K
Jane Street Group, LLC17,417$931.6K
Campbell & CO Investment Adviser LLC13,908$743.9K
Two Sigma Investments, LP13,777$736.9K
Polymer Capital Management (US) LLC12,558$671.7K
Corebridge Financial, Inc.11,901$636.6K
Anchor Capital Advisors LLC11,172$597.6K
Aigen Investment Management, LP10,085$539.4K
Stifel Financial Corp8,024$429.2K
Net Worth Advisory Group7,090$379.2K
RSM US Wealth Management LLC7,030$376.1K
Handelsbanken Fonder AB6,951$372.0K
Maryland State Retirement & Pension System6,657$356.1K
Arizona State Retirement System6,540$349.8K
Voya Investment Management LLC6,210$332.2K
Petrus Trust Company, LTA6,046$323.4K
Commonwealth of Pennsylvania Public School Empls Retrmt Sys5,470$292.6K
ProShare Advisors LLC5,366$287.0K
CIBC World Markets Corp5,056$270.4K
Verdence Capital Advisors LLC4,923$263.3K
Quadrant Capital Group LLC4,885$261.3K
HSBC Holdings PLC4,761$257.8K
MML Investors Services, LLC4,251$227.0K
QRG Capital Management, Inc.3,875$207.3K
Atria Investments LLC3,798$203.2K
KBC Group NV1,341$72.0K
Amundi1,281$59.3K
Coldstream Capital Management Inc1,006$53.8K
FNY Investment Advisers, LLC600$32.0K
TD Private Client Wealth LLC452$24.2K
Ronald Blue Trust, Inc.303$16.2K
Macquarie Group Ltd180$9.63K
Steward Partners Investment Advisory, LLC128$6.85K
Smartleaf Asset Management LLC87$4.70K
Private Trust Co NA85$4.55K
Capital Advisors, Ltd. LLC39$2.00K
Hexagon Capital Partners LLC35$1.87K
Farther Finance Advisors, LLC29$1.53K
Geneos Wealth Management Inc.22$1.18K
Carolinas Wealth Consulting LLC18$963
SBI Securities Co., Ltd.14$749
Massmutual Trust Co FSB13$695
GWM Advisors LLC12$642
Private Wealth Asset Management, LLC12$642
MV Capital Management, Inc.7$375
Binnacle Investments Inc3$160
Hemington Wealth Management1$0

Not filed for Q2 2025 yet (2)

Institutions that held Helen of Troy Ltd at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HELE in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Glenmede Trust Co NA237,555$12.7M
Lindbrook Capital, LLC28$1.50K