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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 10,736 | $270.5K | 0.01% | −2,040−16.0% | Reduced |
| Capstone Investment Advisors, LLC | 10,917 | $275.1K | 0.00% | +10,917 | New |
| Cerity Partners LLC | 11,416 | $287.7K | 0.00% | −7,382−39.3% | Reduced |
| Wellington Shields Capital Management, LLC | 11,800 | $297.4K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 12,195 | $307.3K | 0.00% | +12,195 | New |
| SEI Investments Co | 12,580 | $317.1K | 0.00% | −567−4.3% | Reduced |
| State of Alaska, Department of Revenue | 12,626 | $318.0K | 0.00% | −1,046−7.7% | Reduced |
| Hancock Whitney Corp | 13,045 | $328.7K | 0.01% | +157+1.2% | Added |
| Wolverine Trading, LLC | 13,081 | $336.6K | 0.01% | −6,931−34.6% | Reduced |
| MetLife Investment Management | 13,531 | $341.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 13,616 | $343.1K | 0.00% | +13,616 | New |
| Intech Investment Management LLC | 14,216 | $358.2K | 0.00% | +1,577+12.5% | Added |
| Royce & Associates LP | 14,333 | $361.2K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,401 | $361.4K | 0.00% | +7,290+102.5% | Added |
| State of Tennessee, Treasury Department | 14,875 | $374.9K | 0.00% | +3,513+30.9% | Added |
| CM Management, LLC | 15,000 | $378.0K | 0.32% | +5,000+50.0% | Added |
| Jane Street Group, LLC | 15,358 | $387.0K | 0.00% | +15,358 | New |
| Quantbot Technologies LP | 16,069 | $404.9K | 0.01% | −19,043−54.2% | Reduced |
| BNP Paribas Arbitrage, SA | 16,775 | $422.7K | 0.00% | +5,942+54.9% | Added |
| Robeco Institutional Asset Management B.V. | 16,967 | $427.6K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 17,826 | $449.2K | 0.02% | −12,445−41.1% | Reduced |
| Empirical Asset Management, LLC | 18,059 | $455.1K | 0.13% | +18,059 | New |
| CWM Advisors, LLC | 18,239 | $459.6K | 0.04% | +4,442+32.2% | Added |
| Boothbay Fund Management, LLC | 19,086 | $481.0K | 0.01% | +19,086 | New |
| Verition Fund Management LLC | 19,518 | $491.9K | 0.00% | −76,121−79.6% | Reduced |
| Public Employees Retirement System of Ohio | 20,907 | $526.9K | 0.00% | +418+2.0% | Added |
| New York State Teachers Retirement System | 21,200 | $534.0K | 0.00% | −2,245−9.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 21,338 | $537.7K | 0.02% | −50,222−70.2% | Reduced |
| California State Teachers Retirement System | 21,361 | $538.3K | 0.00% | +10.0% | Added |
| Deutsche Bank AG | 22,220 | $559.9K | 0.00% | +2,239+11.2% | Added |
| Semanteon Capital Management, LP | 22,854 | $575.9K | 0.72% | +22,854 | New |
| Alliancebernstein L.P. | 23,418 | $590.1K | 0.00% | −3,343−12.5% | Reduced |
| Citigroup Inc | 23,802 | $599.8K | 0.00% | +1,229+5.4% | Added |
| Price T Rowe Associates Inc | 24,691 | $623.0K | 0.00% | +695+2.9% | Added |
| IMC-Chicago, LLC | 24,725 | $623.1K | 0.01% | +8,884+56.1% | Added |
| Squarepoint Ops LLC | 25,042 | $631.1K | 0.00% | −43,327−63.4% | Reduced |
| Creative Planning | 28,767 | $724.9K | 0.00% | +8,946+45.1% | Added |
| PEAK6 LLC | 30,396 | $766.0K | 0.02% | +19,317+174.4% | Added |
| Prudential Financial Inc | 30,596 | $771.0K | 0.00% | +30,596 | New |
| Barclays PLC | 32,675 | $823.4K | 0.00% | −10,120−23.6% | Reduced |
| Clark Estates Inc | 34,200 | $861.8K | 0.20% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 35,487 | $894.3K | 0.52% | +35,487 | New |
| Citadel Advisors LLC | 37,111 | $935.2K | 0.00% | +37,111 | New |
| Polymer Capital Management (US) LLC | 38,970 | $982.0K | 0.13% | +38,970 | New |
| Mork Capital Management, LLC | 40,000 | $1.01M | 0.69% | +40,000 | New |
| Cetera Investment Advisers | 40,177 | $1.01M | 0.00% | +40,177 | New |
| Susquehanna International Group, LLP | 42,742 | $1.08M | 0.00% | −54,762−56.2% | Reduced |
| Pacific Ridge Capital Partners, LLC | 43,987 | $1.11M | 0.24% | +19,375+78.7% | Added |
| Moloney Securities Asset Management, LLC | 44,450 | $1.12M | 0.13% | +44,450 | New |
| Swiss National Bank | 44,500 | $1.12M | 0.00% | +900+2.1% | Added |
| Capital Fund Management S.A. | 46,167 | $1.16M | 0.01% | +6,547+16.5% | Added |
| LPL Financial LLC | 52,500 | $1.32M | 0.00% | −24,098−31.5% | Reduced |
| Villanova Investment Management Co LLC | 53,854 | $1.36M | 0.94% | +23,604+78.0% | Added |
| Seven Six Capital Management, LLC | 54,700 | $1.38M | 1.36% | +54,700 | New |
| Russell Investments Group, Ltd. | 57,059 | $1.44M | 0.00% | +3,262+6.1% | Added |
| Legal & General Group Plc | 60,050 | $1.51M | 0.00% | −1,363−2.2% | Reduced |
| UBS Asset Management Americas Inc | 62,099 | $1.56M | 0.00% | −35,073−36.1% | Reduced |
| American Century Companies Inc | 62,179 | $1.57M | 0.00% | +4,914+8.6% | Added |
| Nuveen, LLC | 72,856 | $1.84M | 0.00% | −4,909−6.3% | Reduced |
| Nordea Investment Management AB | 73,770 | $1.86M | 0.00% | +4,370+6.3% | Added |
| Rhumbline Advisers | 74,575 | $1.88M | 0.00% | +1,068+1.5% | Added |
| LSV Asset Management | 76,892 | $1.94M | 0.00% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 80,286 | $2.02M | 0.08% | +3,143+4.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 81,842 | $2.06M | 0.03% | +43,637+114.2% | Added |
| Jump Financial, LLC | 82,027 | $2.07M | 0.03% | +82,027 | New |
| Public Sector Pension Investment Board | 89,582 | $2.26M | 0.01% | +11,706+15.0% | Added |
| Royal Bank of Canada | 95,854 | $2.42M | 0.00% | +49,104+105.0% | Added |
| Counterpoint Mutual Funds LLC | 125,416 | $3.16M | 0.25% | +112,652+882.6% | Added |
| UBS Group AG | 126,961 | $3.20M | 0.00% | +29,128+29.8% | Added |
| First Trust Advisors LP | 127,173 | $3.20M | 0.00% | +59,289+87.3% | Added |
| Franklin Resources Inc | 134,465 | $3.39M | 0.00% | +37,048+38.0% | Added |
| Principal Financial Group Inc | 141,615 | $3.57M | 0.00% | +3,506+2.5% | Added |
| Allspring Global Investments Holdings, LLC | 144,162 | $3.63M | 0.01% | +144,162 | New |
| Bank of New York Mellon Corp | 162,065 | $4.08M | 0.00% | −5,994−3.6% | Reduced |
| Invesco Ltd. | 175,420 | $4.42M | 0.00% | +29,757+20.4% | Added |
| Wells Fargo & Company | 177,156 | $4.46M | 0.00% | +69,472+64.5% | Added |
| AQR Capital Management LLC | 178,621 | $4.50M | 0.00% | −136,902−43.4% | Reduced |
| Two Sigma Investments, LP | 185,785 | $4.68M | 0.01% | +185,785 | New |
| Federated Hermes, Inc. | 187,152 | $4.72M | 0.01% | −184,897−49.7% | Reduced |
| Envestnet Asset Management Inc | 195,657 | $4.93M | 0.00% | +58,214+42.4% | Added |
| Pacer Advisors, Inc. | 207,670 | $5.23M | 0.01% | +207,670 | New |
| Glenmede Investment Management, LP | 219,326 | $5.53M | 0.03% | −12,527−5.4% | Reduced |
| Northern Trust Corp | 226,818 | $5.72M | 0.00% | −11,848−5.0% | Reduced |
| JPMorgan Chase & Co | 242,172 | $6.10M | 0.00% | +230,424+1,961.4% | Added |
| Capital International Investors | 269,597 | $6.79M | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 311,668 | $7.85M | 0.03% | −460,002−59.6% | Reduced |
| Morgan Stanley | 322,131 | $8.12M | 0.00% | −803−0.2% | Reduced |
| M&G Plc | 330,309 | $8.26M | 0.04% | +10,623+3.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 338,135 | $8.52M | 0.03% | +65,115+23.8% | Added |
| Jacobs Levy Equity Management, Inc | 359,693 | $9.06M | 0.04% | +15,730+4.6% | Added |
| Systematic Financial Management LP | 384,093 | $9.68M | 0.24% | +142,955+59.3% | Added |
| Millennium Management LLC | 421,081 | $10.6M | 0.01% | +158,400+60.3% | Added |
| Bank of America Corp | 478,817 | $12.1M | 0.00% | −159,719−25.0% | Reduced |
| CastleKnight Management LP | 491,900 | $12.4M | 0.67% | +52,400+11.9% | Added |
| Geode Capital Management, LLC | 506,522 | $12.8M | 0.00% | −50,846−9.1% | Reduced |
| RWWM, Inc. | 515,176 | $13.0M | 0.93% | +322,315+167.1% | Added |
| Invenomic Capital Management LP | 554,985 | $14.0M | 0.73% | +226,263+68.8% | Added |
| Ameriprise Financial Inc | 658,928 | $16.6M | 0.00% | +208,850+46.4% | Added |
| Goldman Sachs Group Inc | 674,339 | $17.0M | 0.00% | +332,423+97.2% | Added |
| Charles Schwab Investment Management Inc | 705,648 | $17.8M | 0.00% | +100,544+16.6% | Added |