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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 12,693 | $360.2K | 0.06% | +12,693 | New |
| Intech Investment Management LLC | 12,639 | $358.7K | 0.00% | −684−5.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,552 | $356.2K | 0.00% | −981−7.2% | Reduced |
| Wellington Shields Capital Management, LLC | 11,800 | $334.9K | 0.06% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 11,748 | $333.4K | 0.00% | −194,509−94.3% | Reduced |
| Illinois Municipal Retirement Fund | 11,688 | $331.7K | 0.00% | −669−5.4% | Reduced |
| State of Tennessee, Treasury Department | 11,362 | $322.5K | 0.00% | −26−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 11,246 | $319.2K | 0.00% | +252+2.3% | Added |
| PEAK6 LLC | 11,079 | $314.4K | 0.01% | +11,079 | New |
| Blueshift Asset Management, LLC | 11,046 | $313.5K | 0.10% | +11,046 | New |
| BNP Paribas Arbitrage, SA | 10,833 | $307.4K | 0.00% | +7,982+280.0% | Added |
| Louisiana State Employees Retirement System | 10,700 | $303.7K | 0.01% | −100−0.9% | Reduced |
| Quantinno Capital Management LP | 10,430 | $296.0K | 0.00% | +10,430 | New |
| Oppenheimer Asset Management Inc. | 10,277 | $291.7K | 0.00% | −2,649−20.5% | Reduced |
| Corton Capital Inc. | 10,201 | $289.5K | 0.34% | +10,201 | New |
| CM Management, LLC | 10,000 | $283.8K | 0.26% | +10,000 | New |
| Fisher Asset Management, LLC | 9,913 | $281.3K | 0.00% | −954−8.8% | Reduced |
| Janus Henderson Group PLC | 9,060 | $257.2K | 0.00% | −291,133−97.0% | Reduced |
| Toroso Investments, LLC | 8,522 | $241.9K | 0.00% | +3,649+74.9% | Added |
| Yousif Capital Management, LLC | 8,515 | $241.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,220 | $233.3K | 0.00% | −2,472−23.1% | Reduced |
| AXA S.A. | 7,352 | $208.7K | 0.00% | −2,372−24.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,246 | $206.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,201 | $204.4K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,111 | $201.8K | 0.00% | +1,148+19.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,034 | $199.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,927 | $197.0K | 0.00% | +5,872+556.6% | Added |
| Canada Pension Plan Investment Board | 6,600 | $187.3K | 0.00% | +5,300+407.7% | Added |
| Amalgamated Bank | 6,518 | $185.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,114 | $173.5K | 0.01% | +5,415+774.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,454 | $154.8K | 0.00% | +759+16.2% | Added |
| Oregon Public Employees Retirement Fund | 5,231 | $148.5K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 4,934 | $140.0K | 0.00% | −3,250−39.7% | Reduced |
| Leonteq Securities AG | 4,630 | $131.4K | 0.01% | +4,134+833.5% | Added |
| The PNC Financial Services Group, Inc. | 4,013 | $113.9K | 0.00% | +838+26.4% | Added |
| KLP Kapitalforvaltning AS | 4,000 | $113.5K | 0.00% | −1,300−24.5% | Reduced |
| Public Employees Retirement Association of Colorado | 2,662 | $76.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,394 | $67.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,387 | $67.7K | 0.02% | +2,387 | New |
| 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 |
| Tower Research Capital LLC (TRC) | 1,998 | $56.7K | 0.00% | +1,366+216.1% | Added |
| Erste Asset Management GmbH | 1,800 | $51.0K | 0.00% | +1,800 | New |
| Parallel Advisors, LLC | 1,752 | $49.7K | 0.00% | +1,692+2,820.0% | Added |
| STRS Ohio | 1,700 | $48.2K | 0.00% | +1,700 | New |
| Hazlett, Burt & Watson, Inc. | 1,540 | $45.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,429 | $40.6K | 0.00% | +594+71.1% | Added |
| Clearstead Advisors, LLC | 1,298 | $36.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,202 | $34.1K | 0.00% | −4,090−77.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,157 | $32.8K | 0.01% | +1,157 | New |
| State of Wyoming | 1,149 | $32.6K | 0.00% | −787−40.7% | Reduced |
| Raymond James Financial Inc | 985 | $28.0K | 0.00% | −54,328−98.2% | Reduced |
| IMA Wealth, Inc. | 963 | $27.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 833 | $23.7K | 0.00% | −544−39.5% | Reduced |
| Pflug Koory, LLC | 705 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 611 | $17.3K | 0.00% | +218+55.5% | Added |
| Nomura Asset Management Co Ltd | 530 | $15.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 459 | $13.0K | 0.00% | +358+354.5% | Added |
| Traub Capital Management LLC | 430 | $12.2K | 0.01% | +430 | New |
| Principal Securities, Inc. | 401 | $11.4K | 0.00% | +30+8.1% | Added |
| EverSource Wealth Advisors, LLC | 385 | $10.9K | 0.00% | +279+263.2% | 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 |
| Caitong International Asset Management Co., Ltd | 249 | $7.07K | 0.01% | +171+219.2% | Added |
| True Wealth Design, LLC | 224 | $6.36K | 0.00% | +224 | New |
| MTM Investment Management, LLC | 200 | $5.68K | 0.00% | +200 | New |
| GHP Investment Advisors, Inc. | 194 | $5.51K | 0.00% | +52+36.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 187 | $5.31K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 186 | $5.00K | 0.00% | +27+17.0% | Added |
| Fifth Third Bancorp | 153 | $4.34K | 0.00% | −172−52.9% | Reduced |
| IFP Advisors, Inc | 0 | $4.12K | 0.00% | 0 | Unchanged |
| Hantz Financial Services, Inc. | 143 | $4.00K | 0.00% | +143 | New |
| Bryn Mawr Trust Co | 135 | $3.83K | 0.00% | +2+1.5% | Added |
| Harbour Investments, Inc. | 132 | $3.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 126 | $3.58K | 0.00% | −293−69.9% | Reduced |
| SRS Capital Advisors, Inc. | 114 | $3.24K | 0.00% | +114 | New |
| MAI Capital Management | 111 | $3.15K | 0.00% | +45+68.2% | Added |
| WealthCollab, LLC | 101 | $2.87K | 0.00% | +101 | New |
| Larson Financial Group LLC | 95 | $2.70K | 0.00% | +95 | New |
| Huntington National Bank | 85 | $2.41K | 0.00% | +81+2,025.0% | Added |
| Essential Partners LLC | 77 | $2.19K | 0.00% | +77 | New |
| Atlantic Trust, LLC | 72 | $2.04K | 0.00% | +48+200.0% | Added |
| Red Tortoise LLC | 72 | $2.04K | 0.00% | +72 | New |
| Umb Bank N A | 67 | $1.90K | 0.00% | +7+11.7% | Added |
| CIBC Private Wealth Group, LLC | 45 | $1.28K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 44 | $1.25K | 0.00% | −46−51.1% | Reduced |
| Parkside Financial Bank & Trust | 40 | $1.14K | 0.00% | −7−14.9% | Reduced |
| Sittner & Nelson, LLC | 40 | $1.14K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 39 | $1.11K | 0.00% | +39 | New |
| Covestor Ltd | 23 | $1.00K | 0.00% | +10+76.9% | Added |
| Rothschild Investment LLC | 35 | $993 | 0.00% | −10−22.2% | Reduced |
| Allworth Financial LP | 34 | $965 | 0.00% | +34 | New |
| Bullock Wealth Management Group | 30 | $932 | 0.00% | +30 | New |
| Prestige Wealth Management Group LLC | 28 | $795 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 26 | $738 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 23 | $652 | 0.00% | +23 | New |
| Trust Co of Toledo NA | 20 | $568 | 0.00% | +20 | New |
| Rise Advisors, LLC | 16 | $454 | 0.00% | +16 | New |
| Quarry LP | 12 | $341 | 0.00% | −217−94.8% | Reduced |
| Asset Dedication, LLC | 12 | $341 | 0.00% | 00.0% | Unchanged |