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, Q3 2025
Institutional positions in Helen of Troy Ltd as of Sep 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
- 207
- −2 vs. Q2 2025
- Shares held
- 23.0M
- −864.7K (−3.6%) vs. Q2 2025
- Total value
- $578.8M
- −$97.4M (−14.4%) vs. Q2 2025
- New holders
- 41
- 72 more added
- Sold out
- 43
- 65 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,440,904 | $86.7M | 0.00% | −45,062−1.3% | Reduced |
| Vanguard Group Inc | 2,141,722 | $54.0M | 0.00% | −465,037−17.8% | Reduced |
| Pzena Investment Management LLC | 1,010,756 | $25.5M | 0.08% | +25,425+2.6% | Added |
| Dimensional Fund Advisors LP | 954,378 | $24.1M | 0.01% | −84,159−8.1% | Reduced |
| D. E. Shaw & Co., Inc. | 948,186 | $23.9M | 0.02% | +526,611+124.9% | Added |
| State Street Corp | 898,122 | $22.6M | 0.00% | −4,667−0.5% | Reduced |
| Wellington Management Group LLP | 747,220 | $18.8M | 0.00% | +458,979+159.2% | Added |
| Charles Schwab Investment Management Inc | 705,648 | $17.8M | 0.00% | +100,544+16.6% | Added |
| Goldman Sachs Group Inc | 674,339 | $17.0M | 0.00% | +332,423+97.2% | Added |
| Ameriprise Financial Inc | 658,928 | $16.6M | 0.00% | +208,850+46.4% | Added |
| Invenomic Capital Management LP | 554,985 | $14.0M | 0.73% | +226,263+68.8% | Added |
| RWWM, Inc. | 515,176 | $13.0M | 0.93% | +322,315+167.1% | Added |
| Geode Capital Management, LLC | 506,522 | $12.8M | 0.00% | −50,846−9.1% | Reduced |
| CastleKnight Management LP | 491,900 | $12.4M | 0.67% | +52,400+11.9% | Added |
| Bank of America Corp | 478,817 | $12.1M | 0.00% | −159,719−25.0% | Reduced |
| Millennium Management LLC | 421,081 | $10.6M | 0.01% | +158,400+60.3% | Added |
| Systematic Financial Management LP | 384,093 | $9.68M | 0.24% | +142,955+59.3% | Added |
| Jacobs Levy Equity Management, Inc | 359,693 | $9.06M | 0.04% | +15,730+4.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 338,135 | $8.52M | 0.03% | +65,115+23.8% | Added |
| M&G Plc | 330,309 | $8.26M | 0.04% | +10,623+3.3% | Added |
| Morgan Stanley | 322,131 | $8.12M | 0.00% | −803−0.2% | Reduced |
| Earnest Partners LLC | 311,668 | $7.85M | 0.03% | −460,002−59.6% | Reduced |
| Capital International Investors | 269,597 | $6.79M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 242,172 | $6.10M | 0.00% | +230,424+1,961.4% | Added |
| Northern Trust Corp | 226,818 | $5.72M | 0.00% | −11,848−5.0% | Reduced |
| Glenmede Investment Management, LP | 219,326 | $5.53M | 0.03% | −12,527−5.4% | Reduced |
| Pacer Advisors, Inc. | 207,670 | $5.23M | 0.01% | +207,670 | New |
| Envestnet Asset Management Inc | 195,657 | $4.93M | 0.00% | +58,214+42.4% | Added |
| Federated Hermes, Inc. | 187,152 | $4.72M | 0.01% | −184,897−49.7% | Reduced |
| Two Sigma Investments, LP | 185,785 | $4.68M | 0.01% | +185,785 | New |
| AQR Capital Management LLC | 178,621 | $4.50M | 0.00% | −136,902−43.4% | Reduced |
| Wells Fargo & Company | 177,156 | $4.46M | 0.00% | +69,472+64.5% | Added |
| Invesco Ltd. | 175,420 | $4.42M | 0.00% | +29,757+20.4% | Added |
| Bank of New York Mellon Corp | 162,065 | $4.08M | 0.00% | −5,994−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 144,162 | $3.63M | 0.01% | +144,162 | New |
| Principal Financial Group Inc | 141,615 | $3.57M | 0.00% | +3,506+2.5% | Added |
| Franklin Resources Inc | 134,465 | $3.39M | 0.00% | +37,048+38.0% | Added |
| First Trust Advisors LP | 127,173 | $3.20M | 0.00% | +59,289+87.3% | Added |
| UBS Group AG | 126,961 | $3.20M | 0.00% | +29,128+29.8% | Added |
| Counterpoint Mutual Funds LLC | 125,416 | $3.16M | 0.25% | +112,652+882.6% | Added |
| Royal Bank of Canada | 95,854 | $2.42M | 0.00% | +49,104+105.0% | Added |
| Public Sector Pension Investment Board | 89,582 | $2.26M | 0.01% | +11,706+15.0% | Added |
| Jump Financial, LLC | 82,027 | $2.07M | 0.03% | +82,027 | New |
| Susquehanna Portfolio Strategies, LLC | 81,842 | $2.06M | 0.03% | +43,637+114.2% | Added |
| Gladstone Institutional Advisory LLC | 80,286 | $2.02M | 0.08% | +3,143+4.1% | Added |
| LSV Asset Management | 76,892 | $1.94M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 74,575 | $1.88M | 0.00% | +1,068+1.5% | Added |
| Nordea Investment Management AB | 73,770 | $1.86M | 0.00% | +4,370+6.3% | Added |
| Nuveen, LLC | 72,856 | $1.84M | 0.00% | −4,909−6.3% | Reduced |
| American Century Companies Inc | 62,179 | $1.57M | 0.00% | +4,914+8.6% | Added |
| UBS Asset Management Americas Inc | 62,099 | $1.56M | 0.00% | −35,073−36.1% | Reduced |
| Legal & General Group Plc | 60,050 | $1.51M | 0.00% | −1,363−2.2% | Reduced |
| Russell Investments Group, Ltd. | 57,059 | $1.44M | 0.00% | +3,262+6.1% | Added |
| Seven Six Capital Management, LLC | 54,700 | $1.38M | 1.36% | +54,700 | New |
| Villanova Investment Management Co LLC | 53,854 | $1.36M | 0.94% | +23,604+78.0% | Added |
| LPL Financial LLC | 52,500 | $1.32M | 0.00% | −24,098−31.5% | Reduced |
| Capital Fund Management S.A. | 46,167 | $1.16M | 0.01% | +6,547+16.5% | Added |
| Swiss National Bank | 44,500 | $1.12M | 0.00% | +900+2.1% | Added |
| Moloney Securities Asset Management, LLC | 44,450 | $1.12M | 0.13% | +44,450 | New |
| Pacific Ridge Capital Partners, LLC | 43,987 | $1.11M | 0.24% | +19,375+78.7% | Added |
| Susquehanna International Group, LLP | 42,742 | $1.08M | 0.00% | −54,762−56.2% | Reduced |
| Cetera Investment Advisers | 40,177 | $1.01M | 0.00% | +40,177 | New |
| Mork Capital Management, LLC | 40,000 | $1.01M | 0.69% | +40,000 | New |
| Polymer Capital Management (US) LLC | 38,970 | $982.0K | 0.13% | +38,970 | New |
| Citadel Advisors LLC | 37,111 | $935.2K | 0.00% | +37,111 | New |
| SummerHaven Investment Management, LLC | 35,487 | $894.3K | 0.52% | +35,487 | New |
| Clark Estates Inc | 34,200 | $861.8K | 0.20% | 00.0% | Unchanged |
| Barclays PLC | 32,675 | $823.4K | 0.00% | −10,120−23.6% | Reduced |
| Prudential Financial Inc | 30,596 | $771.0K | 0.00% | +30,596 | New |
| PEAK6 LLC | 30,396 | $766.0K | 0.02% | +19,317+174.4% | Added |
| Creative Planning | 28,767 | $724.9K | 0.00% | +8,946+45.1% | Added |
| Squarepoint Ops LLC | 25,042 | $631.1K | 0.00% | −43,327−63.4% | Reduced |
| IMC-Chicago, LLC | 24,725 | $623.1K | 0.01% | +8,884+56.1% | Added |
| Price T Rowe Associates Inc | 24,691 | $623.0K | 0.00% | +695+2.9% | Added |
| Citigroup Inc | 23,802 | $599.8K | 0.00% | +1,229+5.4% | Added |
| Alliancebernstein L.P. | 23,418 | $590.1K | 0.00% | −3,343−12.5% | Reduced |
| Semanteon Capital Management, LP | 22,854 | $575.9K | 0.72% | +22,854 | New |
| Deutsche Bank AG | 22,220 | $559.9K | 0.00% | +2,239+11.2% | Added |
| California State Teachers Retirement System | 21,361 | $538.3K | 0.00% | +10.0% | Added |
| Susquehanna Fundamental Investments, LLC | 21,338 | $537.7K | 0.02% | −50,222−70.2% | Reduced |
| New York State Teachers Retirement System | 21,200 | $534.0K | 0.00% | −2,245−9.6% | Reduced |
| Public Employees Retirement System of Ohio | 20,907 | $526.9K | 0.00% | +418+2.0% | Added |
| Verition Fund Management LLC | 19,518 | $491.9K | 0.00% | −76,121−79.6% | Reduced |
| Boothbay Fund Management, LLC | 19,086 | $481.0K | 0.01% | +19,086 | New |
| CWM Advisors, LLC | 18,239 | $459.6K | 0.04% | +4,442+32.2% | Added |
| Empirical Asset Management, LLC | 18,059 | $455.1K | 0.13% | +18,059 | New |
| Graham Capital Management, L.P. | 17,826 | $449.2K | 0.02% | −12,445−41.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 16,967 | $427.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 16,775 | $422.7K | 0.00% | +5,942+54.9% | Added |
| Quantbot Technologies LP | 16,069 | $404.9K | 0.01% | −19,043−54.2% | Reduced |
| Jane Street Group, LLC | 15,358 | $387.0K | 0.00% | +15,358 | New |
| CM Management, LLC | 15,000 | $378.0K | 0.32% | +5,000+50.0% | Added |
| State of Tennessee, Treasury Department | 14,875 | $374.9K | 0.00% | +3,513+30.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,401 | $361.4K | 0.00% | +7,290+102.5% | Added |
| Royce & Associates LP | 14,333 | $361.2K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 14,216 | $358.2K | 0.00% | +1,577+12.5% | Added |
| ExodusPoint Capital Management, LP | 13,616 | $343.1K | 0.00% | +13,616 | New |
| MetLife Investment Management | 13,531 | $341.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 13,081 | $336.6K | 0.01% | −6,931−34.6% | Reduced |
| Hancock Whitney Corp | 13,045 | $328.7K | 0.01% | +157+1.2% | Added |