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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 10,833 | $307.4K | 0.00% | +7,982+280.0% | Added |
| Blueshift Asset Management, LLC | 11,046 | $313.5K | 0.10% | +11,046 | New |
| PEAK6 LLC | 11,079 | $314.4K | 0.01% | +11,079 | New |
| Manufacturers Life Insurance Company, The | 11,246 | $319.2K | 0.00% | +252+2.3% | Added |
| State of Tennessee, Treasury Department | 11,362 | $322.5K | 0.00% | −26−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 11,688 | $331.7K | 0.00% | −669−5.4% | Reduced |
| JPMorgan Chase & Co | 11,748 | $333.4K | 0.00% | −194,509−94.3% | Reduced |
| Wellington Shields Capital Management, LLC | 11,800 | $334.9K | 0.06% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 12,552 | $356.2K | 0.00% | −981−7.2% | Reduced |
| Intech Investment Management LLC | 12,639 | $358.7K | 0.00% | −684−5.1% | Reduced |
| Bayesian Capital Management, LP | 12,693 | $360.2K | 0.06% | +12,693 | New |
| Wealth Enhancement Advisory Services, LLC | 11,062 | $361.3K | 0.00% | +11,062 | New |
| Counterpoint Mutual Funds LLC | 12,764 | $362.2K | 0.03% | +6,173+93.7% | Added |
| Group One Trading, L.P. | 12,776 | $362.6K | 0.01% | +12,776 | New |
| Hancock Whitney Corp | 12,888 | $365.8K | 0.01% | +12,888 | New |
| SEI Investments Co | 13,147 | $373.2K | 0.00% | +3,696+39.1% | Added |
| MetLife Investment Management | 13,531 | $384.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 13,672 | $387.0K | 0.00% | +1,007+8.0% | Added |
| Schonfeld Strategic Advisors LLC | 13,700 | $388.8K | 0.00% | +13,700 | New |
| CWM Advisors, LLC | 13,797 | $391.6K | 0.04% | +7,333+113.4% | Added |
| State of Wisconsin Investment Board | 13,856 | $393.2K | 0.00% | +13,856 | New |
| Royce & Associates LP | 14,333 | $406.8K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 15,841 | $449.6K | 0.01% | +15,841 | New |
| Thrivent Financial for Lutherans | 16,870 | $479.0K | 0.00% | +82+0.5% | Added |
| Voloridge Investment Management, LLC | 16,955 | $481.2K | 0.00% | −143,841−89.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 16,967 | $481.5K | 0.00% | +16,967 | New |
| Cerity Partners LLC | 18,798 | $533.5K | 0.00% | +18,798 | New |
| Avantax Advisory Services, Inc. | 18,852 | $535.0K | 0.00% | −294−1.5% | Reduced |
| Creative Planning | 19,821 | $562.5K | 0.00% | +15,703+381.3% | Added |
| Deutsche Bank AG | 19,981 | $567.1K | 0.00% | −19,661−49.6% | Reduced |
| Wolverine Trading, LLC | 20,012 | $567.1K | 0.01% | +13,460+205.4% | Added |
| Public Employees Retirement System of Ohio | 20,489 | $581.5K | 0.00% | +479+2.4% | Added |
| California State Teachers Retirement System | 21,360 | $606.2K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 21,476 | $609.5K | 0.00% | −24,005−52.8% | Reduced |
| Citigroup Inc | 22,573 | $640.6K | 0.00% | −13,784−37.9% | Reduced |
| New York State Teachers Retirement System | 23,445 | $665.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 23,996 | $682.0K | 0.00% | +1,296+5.7% | Added |
| Pacific Ridge Capital Partners, LLC | 24,612 | $698.5K | 0.17% | +13,129+114.3% | Added |
| Qube Research & Technologies Ltd | 24,924 | $707.3K | 0.00% | +24,924 | New |
| QSV Equity Investors LLC | 25,142 | $713.5K | 0.74% | +5,635+28.9% | Added |
| Point72 Asset Management, L.P. | 26,378 | $748.6K | 0.00% | +11,838+81.4% | Added |
| Alliancebernstein L.P. | 26,761 | $759.5K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 27,195 | $771.8K | 0.02% | +27,195 | New |
| Villanova Investment Management Co LLC | 30,250 | $858.5K | 0.89% | +20,125+198.8% | Added |
| Graham Capital Management, L.P. | 30,271 | $859.1K | 0.03% | +12,177+67.3% | Added |
| Walleye Capital LLC | 31,457 | $892.8K | 0.01% | +12,021+61.8% | Added |
| Jain Global LLC | 32,112 | $911.3K | 0.01% | +32,112 | New |
| Clark Estates Inc | 34,200 | $970.6K | 0.22% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 35,016 | $993.8K | 0.00% | −23,176−39.8% | Reduced |
| Quantbot Technologies LP | 35,112 | $996.5K | 0.03% | +13,684+63.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 38,205 | $1.08M | 0.02% | +38,205 | New |
| Capital Fund Management S.A. | 39,620 | $1.12M | 0.01% | +27,182+218.5% | Added |
| Barclays PLC | 42,795 | $1.21M | 0.00% | +8,602+25.2% | Added |
| Swiss National Bank | 43,600 | $1.24M | 0.00% | −700−1.6% | Reduced |
| Royal Bank of Canada | 46,750 | $1.33M | 0.00% | +39,648+558.3% | Added |
| Russell Investments Group, Ltd. | 53,797 | $1.53M | 0.00% | −34,380−39.0% | Reduced |
| American Century Companies Inc | 57,265 | $1.63M | 0.00% | +2,503+4.6% | Added |
| Legal & General Group Plc | 61,413 | $1.74M | 0.00% | −1,116−1.8% | Reduced |
| First Trust Advisors LP | 67,884 | $1.93M | 0.00% | −3,409−4.8% | Reduced |
| Squarepoint Ops LLC | 68,369 | $1.94M | 0.00% | +68,369 | New |
| Nordea Investment Management AB | 69,400 | $1.97M | 0.00% | +20,248+41.2% | Added |
| Susquehanna Fundamental Investments, LLC | 71,560 | $2.03M | 0.05% | −5,502−7.1% | Reduced |
| Rhumbline Advisers | 73,507 | $2.09M | 0.00% | +1,366+1.9% | Added |
| LPL Financial LLC | 76,598 | $2.17M | 0.00% | −955−1.2% | Reduced |
| LSV Asset Management | 76,892 | $2.18M | 0.01% | +7,484+10.8% | Added |
| Gladstone Institutional Advisory LLC | 77,143 | $2.19M | 0.09% | +8,100+11.7% | Added |
| Nuveen, LLC | 77,765 | $2.21M | 0.00% | −10,708−12.1% | Reduced |
| Public Sector Pension Investment Board | 77,876 | $2.21M | 0.01% | +5,350+7.4% | Added |
| Victory Capital Management Inc | 81,053 | $2.30M | 0.00% | +74,632+1,162.3% | Added |
| Landscape Capital Management, L.L.C. | 92,907 | $2.64M | 0.21% | −37,510−28.8% | Reduced |
| Engineers Gate Manager LP | 92,984 | $2.64M | 0.03% | +69,381+293.9% | Added |
| Verition Fund Management LLC | 95,639 | $2.71M | 0.02% | +43,140+82.2% | Added |
| UBS Asset Management Americas Inc | 97,172 | $2.76M | 0.00% | +22,863+30.8% | Added |
| Franklin Resources Inc | 97,417 | $2.76M | 0.00% | +15,787+19.3% | Added |
| Susquehanna International Group, LLP | 97,504 | $2.77M | 0.00% | +59,751+158.3% | Added |
| UBS Group AG | 97,833 | $2.78M | 0.00% | −38,045−28.0% | Reduced |
| Wells Fargo & Company | 107,684 | $3.06M | 0.00% | −4,503−4.0% | Reduced |
| Marshall Wace, LLP | 109,514 | $3.11M | 0.00% | +40,178+57.9% | Added |
| Envestnet Asset Management Inc | 137,443 | $3.90M | 0.00% | −12,182−8.1% | Reduced |
| Principal Financial Group Inc | 138,109 | $3.92M | 0.00% | +3,420+2.5% | Added |
| Invesco Ltd. | 145,663 | $4.13M | 0.00% | +43,006+41.9% | Added |
| SG Americas Securities, LLC | 158,419 | $4.50M | 0.02% | +145,068+1,086.6% | Added |
| Bank of New York Mellon Corp | 168,059 | $4.77M | 0.00% | +1,408+0.8% | Added |
| RWWM, Inc. | 192,861 | $5.47M | 0.45% | +192,861 | New |
| Glenmede Investment Management, LP | 231,853 | $6.58M | 0.03% | +231,853 | New |
| Northern Trust Corp | 238,666 | $6.77M | 0.00% | −25,111−9.5% | Reduced |
| Systematic Financial Management LP | 241,138 | $6.84M | 0.18% | +6,470+2.8% | Added |
| Millennium Management LLC | 262,681 | $7.45M | 0.01% | +709+0.3% | Added |
| Capital International Investors | 269,597 | $7.65M | 0.00% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 273,020 | $7.75M | 0.03% | +48,860+21.8% | Added |
| Wellington Management Group LLP | 288,241 | $8.18M | 0.00% | +8,620+3.1% | Added |
| AQR Capital Management LLC | 315,523 | $8.80M | 0.01% | +206,011+188.1% | Added |
| M&G Plc | 319,686 | $8.95M | 0.05% | +319,686 | New |
| Morgan Stanley | 322,934 | $9.16M | 0.00% | +47,465+17.2% | Added |
| Invenomic Capital Management LP | 328,722 | $9.33M | 0.53% | +89,931+37.7% | Added |
| Goldman Sachs Group Inc | 341,916 | $9.70M | 0.00% | +133,174+63.8% | Added |
| Jacobs Levy Equity Management, Inc | 343,963 | $9.76M | 0.04% | +11,255+3.4% | Added |
| Federated Hermes, Inc. | 372,049 | $10.6M | 0.02% | +186,433+100.4% | Added |
| D. E. Shaw & Co., Inc. | 421,575 | $12.0M | 0.01% | +216,267+105.3% | Added |
| CastleKnight Management LP | 439,500 | $12.5M | 0.82% | +439,500 | New |