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, Q4 2025
Institutional positions in Helen of Troy Ltd as of Dec 31, 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
- 193
- −9 vs. Q3 2025
- Shares held
- 22.4M
- −275.2K (−1.2%) vs. Q3 2025
- Total value
- $476.3M
- −$95.5M (−16.7%) vs. Q3 2025
- New holders
- 41
- 63 more added
- Sold out
- 50
- 63 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,761,306 | $37.4M | 0.00% | −1,679,598−48.8% | Reduced |
| Vanguard Group Inc | 1,526,957 | $32.4M | 0.00% | −614,765−28.7% | Reduced |
| Millennium Management LLC | 1,049,381 | $22.3M | 0.02% | +628,300+149.2% | Added |
| Pzena Investment Management LLC | 947,568 | $20.1M | 0.06% | −63,188−6.3% | Reduced |
| Charles Schwab Investment Management Inc | 881,344 | $18.7M | 0.00% | +175,696+24.9% | Added |
| Ameriprise Financial Inc | 784,868 | $16.7M | 0.00% | +125,940+19.1% | Added |
| Wellington Management Group LLP | 756,909 | $16.1M | 0.00% | +9,689+1.3% | Added |
| D. E. Shaw & Co., Inc. | 748,783 | $15.9M | 0.01% | −199,403−21.0% | Reduced |
| Dimensional Fund Advisors LP | 700,604 | $14.9M | 0.00% | −253,774−26.6% | Reduced |
| Bank of America Corp | 648,548 | $13.8M | 0.00% | +169,731+35.4% | Added |
| RWWM, Inc. | 632,140 | $13.4M | 0.92% | +116,964+22.7% | Added |
| UBS Group AG | 616,992 | $13.1M | 0.00% | +490,031+386.0% | Added |
| Invenomic Capital Management LP | 593,310 | $12.6M | 0.61% | +38,325+6.9% | Added |
| Paradigm Capital Management Inc | 564,200 | $12.0M | 0.50% | +564,200 | New |
| Geode Capital Management, LLC | 557,231 | $11.8M | 0.00% | +50,709+10.0% | Added |
| Goldman Sachs Group Inc | 511,630 | $10.9M | 0.00% | −162,709−24.1% | Reduced |
| State Street Corp | 488,516 | $10.4M | 0.00% | −409,606−45.6% | Reduced |
| CastleKnight Management LP | 468,300 | $9.95M | 0.57% | −23,600−4.8% | Reduced |
| Two Sigma Investments, LP | 396,991 | $8.44M | 0.01% | +211,206+113.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 392,665 | $8.34M | 0.02% | +54,530+16.1% | Added |
| Systematic Financial Management LP | 381,645 | $8.11M | 0.19% | −2,448−0.6% | Reduced |
| Morgan Stanley | 374,573 | $7.96M | 0.00% | +52,442+16.3% | Added |
| Jane Street Group, LLC | 288,940 | $6.14M | 0.01% | +273,582+1,781.4% | Added |
| Federated Hermes, Inc. | 273,893 | $5.82M | 0.01% | +86,741+46.3% | Added |
| Capital International Investors | 269,597 | $5.73M | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 262,634 | $5.58M | 0.02% | −49,034−15.7% | Reduced |
| Rubric Capital Management LP | 256,937 | $5.46M | 0.07% | +256,937 | New |
| Jacobs Levy Equity Management, Inc | 249,642 | $5.30M | 0.02% | −110,051−30.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 231,391 | $4.92M | 0.01% | +231,391 | New |
| Citadel Advisors LLC | 223,520 | $4.75M | 0.00% | +186,409+502.3% | Added |
| Northern Trust Corp | 190,313 | $4.04M | 0.00% | −36,505−16.1% | Reduced |
| JPMorgan Chase & Co | 182,125 | $3.87M | 0.00% | −60,047−24.8% | Reduced |
| AQR Capital Management LLC | 177,292 | $3.77M | 0.00% | −1,329−0.7% | Reduced |
| Envestnet Asset Management Inc | 164,964 | $3.51M | 0.00% | −30,693−15.7% | Reduced |
| Marshall Wace, LLP | 156,093 | $3.32M | 0.00% | +156,093 | New |
| Squarepoint Ops LLC | 148,390 | $3.15M | 0.01% | +123,348+492.6% | Added |
| Franklin Resources Inc | 144,739 | $3.08M | 0.00% | +10,274+7.6% | Added |
| Wells Fargo & Company | 137,344 | $2.92M | 0.00% | −39,812−22.5% | Reduced |
| Barclays PLC | 114,549 | $2.43M | 0.00% | +81,874+250.6% | Added |
| Invesco Ltd. | 112,491 | $2.39M | 0.00% | −62,929−35.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 110,291 | $2.34M | 0.22% | +110,291 | New |
| Y-Intercept (Hong Kong) Ltd | 106,051 | $2.25M | 0.05% | +106,051 | New |
| Susquehanna Portfolio Strategies, LLC | 102,985 | $2.19M | 0.03% | +21,143+25.8% | Added |
| Two Sigma Advisers, LP | 95,900 | $2.04M | 0.00% | +95,900 | New |
| Campbell & CO Investment Adviser LLC | 94,883 | $2.02M | 0.10% | +94,883 | New |
| Capital Fund Management S.A. | 94,744 | $2.01M | 0.02% | +48,577+105.2% | Added |
| Gladstone Institutional Advisory LLC | 86,243 | $1.83M | 0.07% | +5,957+7.4% | Added |
| Bank of New York Mellon Corp | 81,026 | $1.72M | 0.00% | −81,039−50.0% | Reduced |
| Balyasny Asset Management LLC | 79,069 | $1.68M | 0.00% | +79,069 | New |
| Point72 Asset Management, L.P. | 74,117 | $1.57M | 0.00% | +74,117 | New |
| LSV Asset Management | 73,092 | $1.55M | 0.00% | −3,800−4.9% | Reduced |
| Susquehanna International Group, LLP | 68,101 | $1.45M | 0.00% | +25,359+59.3% | Added |
| Pinnacle Holdings, LLC | 67,986 | $1.44M | 0.49% | +67,986 | New |
| Engineers Gate Manager LP | 59,454 | $1.26M | 0.01% | +59,454 | New |
| Walleye Capital LLC | 57,294 | $1.22M | 0.01% | +57,292+2,864,600.0% | Added |
| Russell Investments Group, Ltd. | 57,188 | $1.22M | 0.00% | +129+0.2% | Added |
| Nuveen, LLC | 56,224 | $1.19M | 0.00% | −16,632−22.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 54,617 | $1.16M | 0.00% | +54,339+19,546.4% | Added |
| Pacific Ridge Capital Partners, LLC | 50,536 | $1.07M | 0.24% | +6,549+14.9% | Added |
| Jain Global LLC | 48,220 | $1.02M | 0.01% | +48,220 | New |
| Principal Financial Group Inc | 47,427 | $1.01M | 0.00% | −94,188−66.5% | Reduced |
| Seven Six Capital Management, LLC | 47,200 | $1.00M | 1.01% | −7,500−13.7% | Reduced |
| ExodusPoint Capital Management, LP | 47,120 | $1.00M | 0.01% | +33,504+246.1% | Added |
| Weiss Asset Management LP | 47,100 | $1.00M | 0.01% | +47,100 | New |
| American Century Companies Inc | 46,962 | $997.9K | 0.00% | −15,217−24.5% | Reduced |
| Prudential Financial Inc | 45,283 | $962.3K | 0.00% | +14,687+48.0% | Added |
| SEI Investments Co | 44,345 | $942.3K | 0.00% | +31,765+252.5% | Added |
| Villanova Investment Management Co LLC | 42,621 | $905.7K | 0.64% | −11,233−20.9% | Reduced |
| Jump Financial, LLC | 41,857 | $889.5K | 0.01% | −40,170−49.0% | Reduced |
| Mork Capital Management, LLC | 40,000 | $850.0K | 0.52% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 37,086 | $788.1K | 0.00% | +37,086 | New |
| Skopos Labs, Inc. | 35,796 | $755.3K | 0.03% | +35,796 | New |
| SummerHaven Investment Management, LLC | 35,487 | $754.1K | 0.43% | 00.0% | Unchanged |
| Clark Estates Inc | 34,200 | $726.8K | 0.18% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 33,958 | $722.0K | 0.00% | +9,267+37.5% | Added |
| IMC-Chicago, LLC | 33,244 | $706.4K | 0.01% | +8,519+34.5% | Added |
| Quantbot Technologies LP | 32,587 | $692.5K | 0.02% | +16,518+102.8% | Added |
| Bridgefront Capital, LLC | 32,394 | $688.4K | 0.17% | +32,394 | New |
| Citigroup Inc | 32,367 | $687.8K | 0.00% | +8,565+36.0% | Added |
| Tudor Investment Corp Et Al | 31,258 | $664.2K | 0.00% | +31,258 | New |
| Rhumbline Advisers | 30,999 | $658.7K | 0.00% | −43,576−58.4% | Reduced |
| Cetera Investment Advisers | 30,078 | $639.2K | 0.00% | −10,099−25.1% | Reduced |
| Boothbay Fund Management, LLC | 29,948 | $636.4K | 0.02% | +10,862+56.9% | Added |
| Walleye Trading LLC | 29,333 | $623.3K | 0.01% | +29,333 | New |
| Creative Planning | 27,088 | $575.6K | 0.00% | −1,679−5.8% | Reduced |
| Man Group plc | 24,842 | $527.9K | 0.00% | +24,842 | New |
| Aster Capital Management (DIFC) Ltd | 23,718 | $504.0K | 0.22% | +23,718 | New |
| KLP Kapitalforvaltning AS | 22,800 | $484.5K | 0.00% | +18,800+470.0% | Added |
| CWM Advisors, LLC | 22,027 | $468.1K | 0.04% | +3,788+20.8% | Added |
| Deutsche Bank AG | 21,340 | $453.5K | 0.00% | −880−4.0% | Reduced |
| Empirical Asset Management, LLC | 20,544 | $436.6K | 0.12% | +2,485+13.8% | Added |
| Schonfeld Strategic Advisors LLC | 20,357 | $432.6K | 0.00% | +20,357 | New |
| Aquatic Capital Management LLC | 18,549 | $394.2K | 0.01% | +18,549 | New |
| Verition Fund Management LLC | 17,800 | $378.3K | 0.00% | −1,718−8.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 16,967 | $360.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 16,772 | $356.4K | 0.00% | −30.0% | Reduced |
| Public Employees Retirement System of Ohio | 16,599 | $352.7K | 0.00% | −4,308−20.6% | Reduced |
| Blueshift Asset Management, LLC | 16,510 | $350.8K | 0.10% | +16,510 | New |
| Arrowstreet Capital, Limited Partnership | 16,408 | $348.7K | 0.00% | +16,408 | New |
| Gsa Capital Partners LLP | 16,086 | $342.0K | 0.03% | +16,086 | New |