Skip to main content

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.

Q4 2025 vs. Q3 2025

How the institutions holding Helen of Troy Ltd changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of HELE: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders2075193−9
Shares23.0M277.7K22.4M−275.2K (−1.2%)
Value$578.8M$7.01M$476.3M−$95.5M (−16.7%)

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (41)

Institutions that held Helen of Troy Ltd at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to HELE in Q4 2025
InstitutionSharesValue% of portfolio
Paradigm Capital Management Inc564,200$12.0M0.50%
Rubric Capital Management LP256,937$5.46M0.07%
Healthcare of Ontario Pension Plan Trust Fund231,391$4.92M0.01%
Marshall Wace, LLP156,093$3.32M0.00%
Prescott Group Capital Management, L.L.C.110,291$2.34M0.22%
Y-Intercept (Hong Kong) Ltd106,051$2.25M0.05%
Two Sigma Advisers, LP95,900$2.04M0.00%
Campbell & CO Investment Adviser LLC94,883$2.02M0.10%
Balyasny Asset Management LLC79,069$1.68M0.00%
Point72 Asset Management, L.P.74,117$1.57M0.00%
Pinnacle Holdings, LLC67,986$1.44M0.49%
Engineers Gate Manager LP59,454$1.26M0.01%
Jain Global LLC48,220$1.02M0.01%
Weiss Asset Management LP47,100$1.00M0.01%
Quantinno Capital Management LP37,086$788.1K0.00%
Skopos Labs, Inc.35,796$755.3K0.03%
Bridgefront Capital, LLC32,394$688.4K0.17%
Tudor Investment Corp Et Al31,258$664.2K0.00%
Walleye Trading LLC29,333$623.3K0.01%
Man Group plc24,842$527.9K0.00%
Aster Capital Management (DIFC) Ltd23,718$504.0K0.22%
Schonfeld Strategic Advisors LLC20,357$432.6K0.00%
Aquatic Capital Management LLC18,549$394.2K0.01%
Blueshift Asset Management, LLC16,510$350.8K0.10%
Arrowstreet Capital, Limited Partnership16,408$348.7K0.00%
Gsa Capital Partners LLP16,086$342.0K0.03%
XTX Topco Ltd15,087$320.6K0.01%
Davenport & Co LLC9,450$200.8K0.00%
STRS Ohio4,400$93.5K0.00%
Ancora Advisors, LLC1,090$23.2K0.00%
Clear Street Markets LLC688$14.6K0.00%
Red Tortoise LLC118$2.51K0.00%
Los Angeles Capital Management LLC127$2.43K0.00%
Brown Brothers Harriman & Co110$2.34K0.00%
Pinnacle Wealth Planning Services, Inc.66$1.40K0.00%
Fortitude Family Office, LLC53$1.13K0.00%
Bessemer Group Inc59$1.00K0.00%
Tompkins Financial Corp41$8710.00%
Smartleaf Asset Management LLC26$5530.00%
Ankerstar Wealth, LLC7$1490.00%
Gilpin Wealth Management, LLC2$430.00%

Sold out (50)

Institutions that held Helen of Troy Ltd at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of HELE in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
M&G Plc330,309$8.26M
Pacer Advisors, Inc.207,670$5.23M
Allspring Global Investments Holdings, LLC144,162$3.63M
First Trust Advisors LP127,173$3.20M
Counterpoint Mutual Funds LLC125,416$3.16M
Public Sector Pension Investment Board89,582$2.26M
Nordea Investment Management AB73,770$1.86M
LPL Financial LLC52,500$1.32M
Swiss National Bank44,500$1.12M
Polymer Capital Management (US) LLC38,970$982.0K
Semanteon Capital Management, LP22,854$575.9K
Susquehanna Fundamental Investments, LLC21,338$537.7K
New York State Teachers Retirement System21,200$534.0K
Graham Capital Management, L.P.17,826$449.2K
Cerity Partners LLC11,416$287.7K
Capstone Investment Advisors, LLC10,917$275.1K
Louisiana State Employees Retirement System10,600$267.1K
Quadrature Capital Ltd10,389$261.9K
Mariner, LLC10,182$256.6K
Axq Capital, LP10,039$253.0K
Zurcher Kantonalbank (Zurich Cantonalbank)9,930$250.2K
Fisher Asset Management, LLC9,875$248.8K
Janus Henderson Group PLC9,060$228.4K
Bank of Montreal8,980$226.3K
Wealth Enhancement Advisory Services, LLC8,072$218.0K
Bayesian Capital Management, LP8,200$206.6K
Toroso Investments, LLC8,086$203.8K
Teachers Retirement System of the State of Kentucky6,593$166.0K
Oregon Public Employees Retirement Fund5,131$129.3K
Ensign Peak Advisors, Inc4,934$124.3K
Larson Financial Group LLC1,352$34.1K
ISAM Funds (UK) Ltd1,074$27.1K
Advisory Services Network, LLC950$23.9K
Principal Securities, Inc.627$15.8K
Nomura Asset Management Co Ltd530$13.4K
CX Institutional300$8.00K
West Branch Capital LLC204$5.14K
Clearstead Advisors, LLC158$3.98K
Harbour Investments, Inc.132$3.33K
Massmutual Trust Co FSB108$2.72K
State of Wyoming90$2.27K
WealthCollab, LLC64$1.61K
CIBC Private Wealth Group, LLC45$1.13K
Bullock Wealth Management Group33$856
Northwestern Mutual Wealth Management Co20$504
True Wealth Design, LLC12$303
Farmers & Merchants Investments Inc10$252
Abound Wealth Management2$51
Glen Eagle Advisors, LLC2$50
SBI Securities Co., Ltd.1$25

Not filed for Q4 2025 yet (5)

Institutions that held Helen of Troy Ltd at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HELE in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Glenmede Investment Management, LP219,326$5.53M
Moloney Securities Asset Management, LLC44,450$1.12M
Wolverine Trading, LLC13,081$336.6K
Shell Asset Management Co883$22.0K
Binnacle Investments Inc3$76