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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −21−91.3% | Reduced |
| North Star Investment Management Corp. | 1 | $25 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $25 | 0.00% | +1 | New |
| Walleye Capital LLC | 2 | $50 | 0.00% | −31,455−100.0% | Reduced |
| Raffa Wealth Management, LLC | 2 | $50 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $50 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $51 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3 | $76 | 0.00% | +3 | New |
| WPG Advisers, LLC | 5 | $126 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 6 | $151 | 0.00% | +6 | New |
| IFP Advisors, Inc | 7 | $176 | 0.00% | +7 | Added |
| Huntington National Bank | 9 | $227 | 0.00% | −76−89.4% | Reduced |
| Farmers & Merchants Investments Inc | 10 | $252 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $303 | 0.00% | −212−94.6% | Reduced |
| Asset Dedication, LLC | 12 | $303 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 20 | $504 | 0.00% | +8+66.7% | Added |
| Northwestern Mutual Wealth Management Co | 20 | $504 | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 24 | $605 | 0.00% | +24 | New |
| Parkside Financial Bank & Trust | 25 | $630 | 0.00% | −15−37.5% | Reduced |
| Rothschild Investment LLC | 27 | $680 | 0.00% | −8−22.9% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $706 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 29 | $767 | 0.00% | +29 | New |
| Bell Investment Advisors, Inc | 31 | $782 | 0.00% | +21+210.0% | Added |
| Bullock Wealth Management Group | 33 | $856 | 0.00% | +3+10.0% | Added |
| Atlantic Trust, LLC | 37 | $933 | 0.00% | −35−48.6% | Reduced |
| Optiver Holding B.V. | 38 | $958 | 0.00% | +38 | New |
| Sittner & Nelson, LLC | 40 | $1.01K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 41 | $1.03K | 0.00% | −26−38.8% | Reduced |
| Versant Capital Management, Inc | 44 | $1.11K | 0.00% | −82−65.1% | Reduced |
| CIBC Private Wealth Group, LLC | 45 | $1.13K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 45 | $1.13K | 0.00% | +45 | New |
| Global Retirement Partners, LLC | 50 | $1.26K | 0.00% | +50 | New |
| GHP Investment Advisors, Inc. | 55 | $1.39K | 0.00% | −139−71.6% | Reduced |
| WealthCollab, LLC | 64 | $1.61K | 0.00% | −37−36.6% | Reduced |
| State of Wyoming | 90 | $2.27K | 0.00% | −1,059−92.2% | Reduced |
| Massmutual Trust Co FSB | 108 | $2.72K | 0.00% | +108 | New |
| Harbour Investments, Inc. | 132 | $3.33K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 132 | $3.33K | 0.00% | +98+288.2% | Added |
| Jones Financial Companies LLLP | 146 | $3.69K | 0.00% | +123+534.8% | Added |
| Clearstead Advisors, LLC | 158 | $3.98K | 0.00% | −1,140−87.8% | Reduced |
| Parallel Advisors, LLC | 179 | $4.51K | 0.00% | −1,573−89.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 187 | $4.71K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 200 | $5.04K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 204 | $5.14K | 0.00% | +204 | New |
| Essential Partners LLC | 210 | $5.29K | 0.00% | +133+172.7% | Added |
| EverSource Wealth Advisors, LLC | 219 | $5.52K | 0.00% | −166−43.1% | Reduced |
| Fifth Third Bancorp | 249 | $6.28K | 0.00% | +96+62.7% | Added |
| Rockefeller Capital Management L.P. | 277 | $6.98K | 0.00% | +277 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 278 | $7.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 300 | $8.00K | 0.00% | +300 | New |
| Hantz Financial Services, Inc. | 378 | $10.0K | 0.00% | +235+164.3% | Added |
| Nomura Asset Management Co Ltd | 530 | $13.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 556 | $14.0K | 0.00% | +370+198.9% | Added |
| Principal Securities, Inc. | 627 | $15.8K | 0.00% | +226+56.4% | Added |
| Caitong International Asset Management Co., Ltd | 635 | $16.0K | 0.01% | +386+155.0% | Added |
| Pflug Koory, LLC | 705 | $17.8K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 863 | $21.0K | 0.00% | +863 | New |
| SRS Capital Advisors, Inc. | 836 | $21.1K | 0.00% | +722+633.3% | Added |
| Shell Asset Management Co | 883 | $22.0K | 0.00% | −1,465−62.4% | Reduced |
| Advisory Services Network, LLC | 950 | $23.9K | 0.00% | +950 | New |
| IMA Wealth, Inc. | 963 | $24.3K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 1,074 | $27.1K | 0.01% | +1,074 | New |
| Quadrant Capital Group LLC | 1,226 | $30.9K | 0.00% | +1,226 | New |
| Nisa Investment Advisors, LLC | 1,263 | $31.8K | 0.00% | +61+5.1% | Added |
| Larson Financial Group LLC | 1,352 | $34.1K | 0.00% | +1,257+1,323.2% | Added |
| Advisor Group Holdings, Inc. | 1,509 | $38.2K | 0.00% | +676+81.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,540 | $39.0K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,581 | $39.8K | 0.00% | +970+158.8% | Added |
| Tower Research Capital LLC (TRC) | 1,804 | $45.5K | 0.00% | −194−9.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,914 | $48.2K | 0.00% | −480−20.1% | Reduced |
| Signaturefd, LLC | 2,591 | $65.3K | 0.00% | +1,162+81.3% | Added |
| Public Employees Retirement Association of Colorado | 2,662 | $67.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,028 | $76.3K | 0.00% | −3,086−50.5% | Reduced |
| FMR LLC | 3,754 | $94.6K | 0.00% | −2,585,297−99.9% | Reduced |
| KLP Kapitalforvaltning AS | 4,000 | $100.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,000 | $100.8K | 0.00% | +4,000 | New |
| Leonteq Securities AG | 4,221 | $106.4K | 0.01% | −409−8.8% | Reduced |
| CWM, LLC | 4,489 | $113.0K | 0.00% | −2,438−35.2% | Reduced |
| Ensign Peak Advisors, Inc | 4,934 | $124.3K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,131 | $129.3K | 0.00% | −100−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 5,465 | $137.7K | 0.00% | +1,452+36.2% | Added |
| US Bancorp | 5,494 | $138.4K | 0.00% | −2,726−33.2% | Reduced |
| SG Americas Securities, LLC | 5,588 | $141.0K | 0.00% | −152,831−96.5% | Reduced |
| Canada Pension Plan Investment Board | 6,200 | $156.2K | 0.00% | −400−6.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,564 | $165.4K | 0.00% | +1,110+20.4% | Added |
| Teachers Retirement System of the State of Kentucky | 6,593 | $166.0K | 0.00% | −653−9.0% | Reduced |
| Amalgamated Bank | 6,748 | $170.0K | 0.00% | +230+3.5% | Added |
| New York State Common Retirement Fund | 7,201 | $181.5K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,086 | $203.8K | 0.00% | −436−5.1% | Reduced |
| Bayesian Capital Management, LP | 8,200 | $206.6K | 0.04% | −4,493−35.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,072 | $218.0K | 0.00% | −2,990−27.0% | Reduced |
| Bank of Montreal | 8,980 | $226.3K | 0.00% | −12,496−58.2% | Reduced |
| Janus Henderson Group PLC | 9,060 | $228.4K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 9,875 | $248.8K | 0.00% | −38−0.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,930 | $250.2K | 0.00% | +2,896+41.2% | Added |
| Axq Capital, LP | 10,039 | $253.0K | 0.10% | +10,039 | New |
| Mariner, LLC | 10,182 | $256.6K | 0.00% | +10,182 | New |
| Quadrature Capital Ltd | 10,389 | $261.9K | 0.00% | +10,389 | New |
| Louisiana State Employees Retirement System | 10,600 | $267.1K | 0.00% | −100−0.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,735 | $270.5K | 0.00% | −1,817−14.5% | Reduced |