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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 12,626 | $318.0K | 0.00% | −1,046−7.7% | Reduced |
| SEI Investments Co | 12,580 | $317.1K | 0.00% | −567−4.3% | Reduced |
| Exchange Traded Concepts, LLC | 12,195 | $307.3K | 0.00% | +12,195 | New |
| Wellington Shields Capital Management, LLC | 11,800 | $297.4K | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,416 | $287.7K | 0.00% | −7,382−39.3% | Reduced |
| Capstone Investment Advisors, LLC | 10,917 | $275.1K | 0.00% | +10,917 | New |
| Group One Trading, L.P. | 10,736 | $270.5K | 0.01% | −2,040−16.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,735 | $270.5K | 0.00% | −1,817−14.5% | Reduced |
| Louisiana State Employees Retirement System | 10,600 | $267.1K | 0.00% | −100−0.9% | Reduced |
| Quadrature Capital Ltd | 10,389 | $261.9K | 0.00% | +10,389 | New |
| Mariner, LLC | 10,182 | $256.6K | 0.00% | +10,182 | New |
| Axq Capital, LP | 10,039 | $253.0K | 0.10% | +10,039 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,930 | $250.2K | 0.00% | +2,896+41.2% | Added |
| Fisher Asset Management, LLC | 9,875 | $248.8K | 0.00% | −38−0.4% | Reduced |
| Janus Henderson Group PLC | 9,060 | $228.4K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 8,980 | $226.3K | 0.00% | −12,496−58.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,072 | $218.0K | 0.00% | −2,990−27.0% | Reduced |
| Bayesian Capital Management, LP | 8,200 | $206.6K | 0.04% | −4,493−35.4% | Reduced |
| Toroso Investments, LLC | 8,086 | $203.8K | 0.00% | −436−5.1% | Reduced |
| New York State Common Retirement Fund | 7,201 | $181.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,748 | $170.0K | 0.00% | +230+3.5% | Added |
| Teachers Retirement System of the State of Kentucky | 6,593 | $166.0K | 0.00% | −653−9.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,564 | $165.4K | 0.00% | +1,110+20.4% | Added |
| Canada Pension Plan Investment Board | 6,200 | $156.2K | 0.00% | −400−6.1% | Reduced |
| SG Americas Securities, LLC | 5,588 | $141.0K | 0.00% | −152,831−96.5% | Reduced |
| US Bancorp | 5,494 | $138.4K | 0.00% | −2,726−33.2% | Reduced |
| The PNC Financial Services Group, Inc. | 5,465 | $137.7K | 0.00% | +1,452+36.2% | Added |
| Oregon Public Employees Retirement Fund | 5,131 | $129.3K | 0.00% | −100−1.9% | Reduced |
| Ensign Peak Advisors, Inc | 4,934 | $124.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,489 | $113.0K | 0.00% | −2,438−35.2% | Reduced |
| Leonteq Securities AG | 4,221 | $106.4K | 0.01% | −409−8.8% | 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 |
| FMR LLC | 3,754 | $94.6K | 0.00% | −2,585,297−99.9% | Reduced |
| GAMMA Investing LLC | 3,028 | $76.3K | 0.00% | −3,086−50.5% | Reduced |
| Public Employees Retirement Association of Colorado | 2,662 | $67.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,591 | $65.3K | 0.00% | +1,162+81.3% | Added |
| Ameritas Investment Partners, Inc. | 1,914 | $48.2K | 0.00% | −480−20.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,804 | $45.5K | 0.00% | −194−9.7% | Reduced |
| Sterling Capital Management LLC | 1,581 | $39.8K | 0.00% | +970+158.8% | Added |
| Hazlett, Burt & Watson, Inc. | 1,540 | $39.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,509 | $38.2K | 0.00% | +676+81.2% | Added |
| Larson Financial Group LLC | 1,352 | $34.1K | 0.00% | +1,257+1,323.2% | Added |
| Nisa Investment Advisors, LLC | 1,263 | $31.8K | 0.00% | +61+5.1% | Added |
| Quadrant Capital Group LLC | 1,226 | $30.9K | 0.00% | +1,226 | New |
| ISAM Funds (UK) Ltd | 1,074 | $27.1K | 0.01% | +1,074 | New |
| IMA Wealth, Inc. | 963 | $24.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 950 | $23.9K | 0.00% | +950 | New |
| Shell Asset Management Co | 883 | $22.0K | 0.00% | −1,465−62.4% | Reduced |
| SRS Capital Advisors, Inc. | 836 | $21.1K | 0.00% | +722+633.3% | Added |
| Acadian Asset Management LLC | 863 | $21.0K | 0.00% | +863 | New |
| Pflug Koory, LLC | 705 | $17.8K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 635 | $16.0K | 0.01% | +386+155.0% | Added |
| Principal Securities, Inc. | 627 | $15.8K | 0.00% | +226+56.4% | Added |
| Harbor Capital Advisors, Inc. | 556 | $14.0K | 0.00% | +370+198.9% | Added |
| Nomura Asset Management Co Ltd | 530 | $13.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 378 | $10.0K | 0.00% | +235+164.3% | Added |
| CX Institutional | 300 | $8.00K | 0.00% | +300 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 278 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 277 | $6.98K | 0.00% | +277 | New |
| Fifth Third Bancorp | 249 | $6.28K | 0.00% | +96+62.7% | Added |
| EverSource Wealth Advisors, LLC | 219 | $5.52K | 0.00% | −166−43.1% | Reduced |
| Essential Partners LLC | 210 | $5.29K | 0.00% | +133+172.7% | Added |
| West Branch Capital LLC | 204 | $5.14K | 0.00% | +204 | New |
| MTM Investment Management, LLC | 200 | $5.04K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 187 | $4.71K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 179 | $4.51K | 0.00% | −1,573−89.8% | Reduced |
| Clearstead Advisors, LLC | 158 | $3.98K | 0.00% | −1,140−87.8% | Reduced |
| Jones Financial Companies LLLP | 146 | $3.69K | 0.00% | +123+534.8% | Added |
| Allworth Financial LP | 132 | $3.33K | 0.00% | +98+288.2% | Added |
| Harbour Investments, Inc. | 132 | $3.33K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 108 | $2.72K | 0.00% | +108 | New |
| State of Wyoming | 90 | $2.27K | 0.00% | −1,059−92.2% | Reduced |
| WealthCollab, LLC | 64 | $1.61K | 0.00% | −37−36.6% | Reduced |
| GHP Investment Advisors, Inc. | 55 | $1.39K | 0.00% | −139−71.6% | Reduced |
| Global Retirement Partners, LLC | 50 | $1.26K | 0.00% | +50 | New |
| CIBC Private Wealth Group, LLC | 45 | $1.13K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 45 | $1.13K | 0.00% | +45 | New |
| Versant Capital Management, Inc | 44 | $1.11K | 0.00% | −82−65.1% | Reduced |
| Umb Bank N A | 41 | $1.03K | 0.00% | −26−38.8% | Reduced |
| Sittner & Nelson, LLC | 40 | $1.01K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 38 | $958 | 0.00% | +38 | New |
| Atlantic Trust, LLC | 37 | $933 | 0.00% | −35−48.6% | Reduced |
| Bullock Wealth Management Group | 33 | $856 | 0.00% | +3+10.0% | Added |
| Bell Investment Advisors, Inc | 31 | $782 | 0.00% | +21+210.0% | Added |
| Salomon & Ludwin, LLC | 29 | $767 | 0.00% | +29 | New |
| Prestige Wealth Management Group LLC | 28 | $706 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 27 | $680 | 0.00% | −8−22.9% | Reduced |
| Parkside Financial Bank & Trust | 25 | $630 | 0.00% | −15−37.5% | Reduced |
| Farther Finance Advisors, LLC | 24 | $605 | 0.00% | +24 | New |
| Quarry LP | 20 | $504 | 0.00% | +8+66.7% | Added |
| Northwestern Mutual Wealth Management Co | 20 | $504 | 0.00% | +20 | New |
| True Wealth Design, LLC | 12 | $303 | 0.00% | −212−94.6% | Reduced |
| Asset Dedication, LLC | 12 | $303 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $252 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9 | $227 | 0.00% | −76−89.4% | Reduced |
| IFP Advisors, Inc | 7 | $176 | 0.00% | +7 | Added |
| Quent Capital, LLC | 6 | $151 | 0.00% | +6 | New |
| WPG Advisers, LLC | 5 | $126 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3 | $76 | 0.00% | +3 | New |