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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 747,220 | $18.8M | 0.00% | +458,979+159.2% | Added |
| State Street Corp | 898,122 | $22.6M | 0.00% | −4,667−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 948,186 | $23.9M | 0.02% | +526,611+124.9% | Added |
| Dimensional Fund Advisors LP | 954,378 | $24.1M | 0.01% | −84,159−8.1% | Reduced |
| Pzena Investment Management LLC | 1,010,756 | $25.5M | 0.08% | +25,425+2.6% | Added |
| Vanguard Group Inc | 2,141,722 | $54.0M | 0.00% | −465,037−17.8% | Reduced |
| BlackRock, Inc. | 3,440,904 | $86.7M | 0.00% | −45,062−1.3% | Reduced |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −109,514−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −92,984−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −92,907−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −81,053−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −35,016−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −32,112−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −27,195−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −26,378−100.0% | Sold out |
| QSV Equity Investors LLC | 0 | $0 | 0.00% | −25,142−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −24,924−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −16,955−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −16,870−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −13,856−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −11,688−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −11,246−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −11,046−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −10,430−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −10,277−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −10,201−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −8,515−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −7,352−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −459−100.0% | Sold out |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Trust Co of Toledo NA | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |