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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.

Q3 2025 vs. Q2 2025

How the institutions holding Helen of Troy Ltd changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of HELE: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders2112207−2
Shares23.9M18.9K23.0M−864.7K (−3.6%)
Value$676.7M$535.3K$578.8M−$97.4M (−14.4%)

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (41)

Institutions that held Helen of Troy Ltd at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to HELE in Q3 2025
InstitutionSharesValue% of portfolio
Pacer Advisors, Inc.207,670$5.23M0.01%
Two Sigma Investments, LP185,785$4.68M0.01%
Allspring Global Investments Holdings, LLC144,162$3.63M0.01%
Jump Financial, LLC82,027$2.07M0.03%
Seven Six Capital Management, LLC54,700$1.38M1.36%
Moloney Securities Asset Management, LLC44,450$1.12M0.13%
Cetera Investment Advisers40,177$1.01M0.00%
Mork Capital Management, LLC40,000$1.01M0.69%
Polymer Capital Management (US) LLC38,970$982.0K0.13%
Citadel Advisors LLC37,111$935.2K0.00%
SummerHaven Investment Management, LLC35,487$894.3K0.52%
Prudential Financial Inc30,596$771.0K0.00%
Semanteon Capital Management, LP22,854$575.9K0.72%
Boothbay Fund Management, LLC19,086$481.0K0.01%
Empirical Asset Management, LLC18,059$455.1K0.13%
Jane Street Group, LLC15,358$387.0K0.00%
ExodusPoint Capital Management, LP13,616$343.1K0.00%
Exchange Traded Concepts, LLC12,195$307.3K0.00%
Capstone Investment Advisors, LLC10,917$275.1K0.00%
Quadrature Capital Ltd10,389$261.9K0.00%
Mariner, LLC10,182$256.6K0.00%
Axq Capital, LP10,039$253.0K0.10%
Federation des caisses Desjardins du Quebec4,000$100.8K0.00%
Quadrant Capital Group LLC1,226$30.9K0.00%
ISAM Funds (UK) Ltd1,074$27.1K0.01%
Advisory Services Network, LLC950$23.9K0.00%
Acadian Asset Management LLC863$21.0K0.00%
CX Institutional300$8.00K0.00%
Rockefeller Capital Management L.P.277$6.98K0.00%
West Branch Capital LLC204$5.14K0.00%
Massmutual Trust Co FSB108$2.72K0.00%
Global Retirement Partners, LLC50$1.26K0.00%
Cedar Mountain Advisors, LLC45$1.13K0.00%
Optiver Holding B.V.38$9580.00%
Salomon & Ludwin, LLC29$7670.00%
Farther Finance Advisors, LLC24$6050.00%
Northwestern Mutual Wealth Management Co20$5040.00%
Quent Capital, LLC6$1510.00%
Binnacle Investments Inc3$760.00%
Glen Eagle Advisors, LLC2$500.00%
SBI Securities Co., Ltd.1$250.00%

Sold out (43)

Institutions that held Helen of Troy Ltd at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of HELE in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Marshall Wace, LLP109,514$3.11M
Engineers Gate Manager LP92,984$2.64M
Landscape Capital Management, L.L.C.92,907$2.64M
Victory Capital Management Inc81,053$2.30M
Balyasny Asset Management LLC35,016$993.8K
Jain Global LLC32,112$911.3K
Y-Intercept (Hong Kong) Ltd27,195$771.8K
Point72 Asset Management, L.P.26,378$748.6K
QSV Equity Investors LLC25,142$713.5K
Qube Research & Technologies Ltd24,924$707.3K
Voloridge Investment Management, LLC16,955$481.2K
Thrivent Financial for Lutherans16,870$479.0K
State of Wisconsin Investment Board13,856$393.2K
Schonfeld Strategic Advisors LLC13,700$388.8K
Illinois Municipal Retirement Fund11,688$331.7K
Manufacturers Life Insurance Company, The11,246$319.2K
Blueshift Asset Management, LLC11,046$313.5K
Quantinno Capital Management LP10,430$296.0K
Oppenheimer Asset Management Inc.10,277$291.7K
Corton Capital Inc.10,201$289.5K
Yousif Capital Management, LLC8,515$241.7K
AXA S.A.7,352$208.7K
Clear Street Markets LLC2,387$67.7K
Lazard Asset Management LLC2,368$67.0K
Erste Asset Management GmbH1,800$51.0K
STRS Ohio1,700$48.2K
Point72 Asia (Singapore) Pte. Ltd.1,157$32.8K
Raymond James Financial Inc985$28.0K
Skopos Labs, Inc.459$13.0K
Traub Capital Management LLC430$12.2K
Bessemer Group Inc282$8.00K
Bryn Mawr Trust Co135$3.83K
MAI Capital Management111$3.15K
Red Tortoise LLC72$2.04K
Whittier Trust Co44$1.25K
Fortitude Family Office, LLC39$1.11K
Private Wealth Management Group, LLC26$738
Trust Co of Toledo NA20$568
Rise Advisors, LLC16$454
South State Corp.10$284
WealthTrak Capital Management LLC10$284
Whittier Trust Co of Nevada Inc6$170
MorganRosel Wealth Management, LLC3$85

Not filed for Q3 2025 yet (2)

Institutions that held Helen of Troy Ltd at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HELE in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Avantax Advisory Services, Inc.18,852$535.0K
Parkworth Wealth Management, Inc.9$255