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 |
|---|---|---|---|---|---|
| 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 |
| Parkworth Wealth Management, Inc. | 9 | $255 | 0.00% | +9 | New |
| Whittier Trust Co of Nevada Inc | 6 | $170 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $142 | 0.00% | −63−92.6% | Reduced |
| MorganRosel Wealth Management, LLC | 3 | $85 | 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 |
| North Star Investment Management Corp. | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −507,338−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −423,910−100.0% | Sold out |
| Medina Singh Partners, LLC | 0 | $0 | 0.00% | −383,356−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −371,000−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −236,682−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −166,481−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −97,148−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −82,770−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −81,650−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −59,219−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −55,104−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −48,239−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −34,830−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −30,230−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −28,336−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −26,431−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −18,291−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −17,578−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,417−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −13,908−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −13,777−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −12,558−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −11,901−100.0% | Sold out |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −11,172−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,085−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −8,024−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −7,090−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −7,030−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −6,951−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −6,657−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −6,540−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −6,210−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −6,046−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −5,470−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −5,366−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −5,056−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −4,923−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −4,885−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,761−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −4,251−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −3,875−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −3,798−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −1,341−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −1,281−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Binnacle Investments Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |