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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $57 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $57 | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 3 | $85 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $142 | 0.00% | −63−92.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 6 | $170 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 9 | $255 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 10 | $284 | 0.00% | −5−33.3% | Reduced |
| Farmers & Merchants Investments Inc | 10 | $284 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $284 | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $284 | 0.00% | +10 | New |
| Quarry LP | 12 | $341 | 0.00% | −217−94.8% | Reduced |
| Asset Dedication, LLC | 12 | $341 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 16 | $454 | 0.00% | +16 | New |
| Trust Co of Toledo NA | 20 | $568 | 0.00% | +20 | New |
| Jones Financial Companies LLLP | 23 | $652 | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 26 | $738 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $795 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 30 | $932 | 0.00% | +30 | New |
| Allworth Financial LP | 34 | $965 | 0.00% | +34 | New |
| Rothschild Investment LLC | 35 | $993 | 0.00% | −10−22.2% | Reduced |
| Covestor Ltd | 23 | $1.00K | 0.00% | +10+76.9% | Added |
| Fortitude Family Office, LLC | 39 | $1.11K | 0.00% | +39 | New |
| Parkside Financial Bank & Trust | 40 | $1.14K | 0.00% | −7−14.9% | Reduced |
| Sittner & Nelson, LLC | 40 | $1.14K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 44 | $1.25K | 0.00% | −46−51.1% | Reduced |
| CIBC Private Wealth Group, LLC | 45 | $1.28K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 67 | $1.90K | 0.00% | +7+11.7% | Added |
| Red Tortoise LLC | 72 | $2.04K | 0.00% | +72 | New |
| Atlantic Trust, LLC | 72 | $2.04K | 0.00% | +48+200.0% | Added |
| Essential Partners LLC | 77 | $2.19K | 0.00% | +77 | New |
| Huntington National Bank | 85 | $2.41K | 0.00% | +81+2,025.0% | Added |
| Larson Financial Group LLC | 95 | $2.70K | 0.00% | +95 | New |
| WealthCollab, LLC | 101 | $2.87K | 0.00% | +101 | New |
| MAI Capital Management | 111 | $3.15K | 0.00% | +45+68.2% | Added |
| SRS Capital Advisors, Inc. | 114 | $3.24K | 0.00% | +114 | New |
| Versant Capital Management, Inc | 126 | $3.58K | 0.00% | −293−69.9% | Reduced |
| Harbour Investments, Inc. | 132 | $3.75K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 135 | $3.83K | 0.00% | +2+1.5% | Added |
| Hantz Financial Services, Inc. | 143 | $4.00K | 0.00% | +143 | New |
| IFP Advisors, Inc | 0 | $4.12K | 0.00% | 0 | Unchanged |
| Fifth Third Bancorp | 153 | $4.34K | 0.00% | −172−52.9% | Reduced |
| Harbor Capital Advisors, Inc. | 186 | $5.00K | 0.00% | +27+17.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 187 | $5.31K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 194 | $5.51K | 0.00% | +52+36.6% | Added |
| MTM Investment Management, LLC | 200 | $5.68K | 0.00% | +200 | New |
| True Wealth Design, LLC | 224 | $6.36K | 0.00% | +224 | New |
| Caitong International Asset Management Co., Ltd | 249 | $7.07K | 0.01% | +171+219.2% | Added |
| Bessemer Group Inc | 282 | $8.00K | 0.00% | −100−26.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 278 | $8.00K | 0.00% | +278 | New |
| EverSource Wealth Advisors, LLC | 385 | $10.9K | 0.00% | +279+263.2% | Added |
| Principal Securities, Inc. | 401 | $11.4K | 0.00% | +30+8.1% | Added |
| Traub Capital Management LLC | 430 | $12.2K | 0.01% | +430 | New |
| Skopos Labs, Inc. | 459 | $13.0K | 0.00% | +358+354.5% | Added |
| Nomura Asset Management Co Ltd | 530 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 611 | $17.3K | 0.00% | +218+55.5% | Added |
| Pflug Koory, LLC | 705 | $20.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 833 | $23.7K | 0.00% | −544−39.5% | Reduced |
| IMA Wealth, Inc. | 963 | $27.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 985 | $28.0K | 0.00% | −54,328−98.2% | Reduced |
| State of Wyoming | 1,149 | $32.6K | 0.00% | −787−40.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,157 | $32.8K | 0.01% | +1,157 | New |
| Nisa Investment Advisors, LLC | 1,202 | $34.1K | 0.00% | −4,090−77.3% | Reduced |
| Clearstead Advisors, LLC | 1,298 | $36.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,429 | $40.6K | 0.00% | +594+71.1% | Added |
| Hazlett, Burt & Watson, Inc. | 1,540 | $45.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 1,700 | $48.2K | 0.00% | +1,700 | New |
| Parallel Advisors, LLC | 1,752 | $49.7K | 0.00% | +1,692+2,820.0% | Added |
| Erste Asset Management GmbH | 1,800 | $51.0K | 0.00% | +1,800 | New |
| Tower Research Capital LLC (TRC) | 1,998 | $56.7K | 0.00% | +1,366+216.1% | Added |
| Shell Asset Management Co | 2,348 | $67.0K | 0.00% | −255−9.8% | Reduced |
| Lazard Asset Management LLC | 2,368 | $67.0K | 0.00% | +2,368 | New |
| Clear Street Markets LLC | 2,387 | $67.7K | 0.02% | +2,387 | New |
| Ameritas Investment Partners, Inc. | 2,394 | $67.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,662 | $76.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 4,000 | $113.5K | 0.00% | −1,300−24.5% | Reduced |
| The PNC Financial Services Group, Inc. | 4,013 | $113.9K | 0.00% | +838+26.4% | Added |
| Leonteq Securities AG | 4,630 | $131.4K | 0.01% | +4,134+833.5% | Added |
| Ensign Peak Advisors, Inc | 4,934 | $140.0K | 0.00% | −3,250−39.7% | Reduced |
| Oregon Public Employees Retirement Fund | 5,231 | $148.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,454 | $154.8K | 0.00% | +759+16.2% | Added |
| GAMMA Investing LLC | 6,114 | $173.5K | 0.01% | +5,415+774.7% | Added |
| Amalgamated Bank | 6,518 | $185.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 6,600 | $187.3K | 0.00% | +5,300+407.7% | Added |
| CWM, LLC | 6,927 | $197.0K | 0.00% | +5,872+556.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,034 | $199.6K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,111 | $201.8K | 0.00% | +1,148+19.3% | Added |
| New York State Common Retirement Fund | 7,201 | $204.4K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 7,246 | $206.0K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 7,352 | $208.7K | 0.00% | −2,372−24.4% | Reduced |
| US Bancorp | 8,220 | $233.3K | 0.00% | −2,472−23.1% | Reduced |
| Yousif Capital Management, LLC | 8,515 | $241.7K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,522 | $241.9K | 0.00% | +3,649+74.9% | Added |
| Janus Henderson Group PLC | 9,060 | $257.2K | 0.00% | −291,133−97.0% | Reduced |
| Fisher Asset Management, LLC | 9,913 | $281.3K | 0.00% | −954−8.8% | Reduced |
| CM Management, LLC | 10,000 | $283.8K | 0.26% | +10,000 | New |
| Corton Capital Inc. | 10,201 | $289.5K | 0.34% | +10,201 | New |
| Oppenheimer Asset Management Inc. | 10,277 | $291.7K | 0.00% | −2,649−20.5% | Reduced |
| Quantinno Capital Management LP | 10,430 | $296.0K | 0.00% | +10,430 | New |
| Louisiana State Employees Retirement System | 10,700 | $303.7K | 0.01% | −100−0.9% | Reduced |