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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $43 | 0.00% | +2 | New |
| WPG Advisers, LLC | 5 | $106 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $107 | 0.00% | −26−83.9% | Reduced |
| Ankerstar Wealth, LLC | 7 | $149 | 0.00% | +7 | New |
| Global Retirement Partners, LLC | 9 | $191 | 0.00% | −41−82.0% | Reduced |
| Asset Dedication, LLC | 12 | $255 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 15 | $319 | 0.00% | −62,084−100.0% | Reduced |
| Cedar Mountain Advisors, LLC | 19 | $404 | 0.00% | −26−57.8% | Reduced |
| Smartleaf Asset Management LLC | 26 | $553 | 0.00% | +26 | New |
| Umb Bank N A | 27 | $574 | 0.00% | −14−34.1% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $595 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 32 | $680 | 0.00% | +26+433.3% | Added |
| Sittner & Nelson, LLC | 40 | $751 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 41 | $871 | 0.00% | +41 | New |
| Rothschild Investment LLC | 43 | $914 | 0.00% | +16+59.3% | Added |
| Jones Financial Companies LLLP | 46 | $978 | 0.00% | −100−68.5% | Reduced |
| Bessemer Group Inc | 59 | $1.00K | 0.00% | +59 | New |
| Parkside Financial Bank & Trust | 50 | $1.06K | 0.00% | +25+100.0% | Added |
| Fortitude Family Office, LLC | 53 | $1.13K | 0.00% | +53 | New |
| GHP Investment Advisors, Inc. | 55 | $1.17K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 66 | $1.40K | 0.00% | +66 | New |
| Huntington National Bank | 77 | $1.64K | 0.00% | +68+755.6% | Added |
| Atlantic Trust, LLC | 90 | $1.91K | 0.00% | +53+143.2% | Added |
| IFP Advisors, Inc | 101 | $2.15K | 0.00% | +94+1,342.9% | Added |
| Brown Brothers Harriman & Co | 110 | $2.34K | 0.00% | +110 | New |
| Los Angeles Capital Management LLC | 127 | $2.43K | 0.00% | +127 | New |
| Red Tortoise LLC | 118 | $2.51K | 0.00% | +118 | New |
| Quarry LP | 121 | $2.57K | 0.00% | +101+505.0% | Added |
| Essential Partners LLC | 122 | $2.59K | 0.00% | −88−41.9% | Reduced |
| Salomon & Ludwin, LLC | 131 | $2.72K | 0.00% | +102+351.7% | Added |
| EverSource Wealth Advisors, LLC | 130 | $2.76K | 0.00% | −89−40.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 187 | $3.97K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 200 | $4.25K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 232 | $4.93K | 0.00% | +53+29.6% | Added |
| Nisa Investment Advisors, LLC | 266 | $5.65K | 0.00% | −997−78.9% | Reduced |
| Advisor Group Holdings, Inc. | 312 | $6.63K | 0.00% | −1,197−79.3% | Reduced |
| SRS Capital Advisors, Inc. | 347 | $7.37K | 0.00% | −489−58.5% | Reduced |
| Fifth Third Bancorp | 394 | $8.37K | 0.00% | +145+58.2% | Added |
| Rockefeller Capital Management L.P. | 403 | $8.56K | 0.00% | +126+45.5% | Added |
| Optiver Holding B.V. | 492 | $10.5K | 0.00% | +454+1,194.7% | Added |
| Harbor Capital Advisors, Inc. | 547 | $12.0K | 0.00% | −9−1.6% | Reduced |
| Clear Street Markets LLC | 688 | $14.6K | 0.00% | +688 | New |
| Pflug Koory, LLC | 705 | $15.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 720 | $15.0K | 0.00% | −6,028−89.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 886 | $18.8K | 0.00% | +251+39.5% | Added |
| IMA Wealth, Inc. | 986 | $21.0K | 0.00% | +23+2.4% | Added |
| State of Alaska, Department of Revenue | 1,075 | $22.0K | 0.00% | −11,551−91.5% | Reduced |
| Ancora Advisors, LLC | 1,090 | $23.2K | 0.00% | +1,090 | New |
| Sterling Capital Management LLC | 1,321 | $28.1K | 0.00% | −260−16.4% | Reduced |
| Allworth Financial LP | 1,350 | $28.7K | 0.00% | +1,218+922.7% | Added |
| Farther Finance Advisors, LLC | 1,351 | $28.7K | 0.00% | +1,327+5,529.2% | Added |
| Quadrant Capital Group LLC | 1,365 | $29.0K | 0.00% | +139+11.3% | Added |
| California State Teachers Retirement System | 1,411 | $30.0K | 0.00% | −19,950−93.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,540 | $32.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,914 | $40.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,963 | $41.7K | 0.01% | +1,919+4,361.4% | Added |
| Legal & General Group Plc | 2,130 | $45.3K | 0.00% | −57,920−96.5% | Reduced |
| GAMMA Investing LLC | 2,169 | $46.1K | 0.00% | −859−28.4% | Reduced |
| Hantz Financial Services, Inc. | 2,257 | $48.0K | 0.00% | +1,879+497.1% | Added |
| FMR LLC | 2,494 | $53.0K | 0.00% | −1,260−33.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,587 | $55.0K | 0.00% | +783+43.4% | Added |
| Public Employees Retirement Association of Colorado | 2,662 | $57.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,842 | $60.0K | 0.00% | −1,647−36.7% | Reduced |
| State of Tennessee, Treasury Department | 4,773 | $79.0K | 0.00% | −10,102−67.9% | Reduced |
| Canada Pension Plan Investment Board | 3,800 | $80.8K | 0.00% | −2,400−38.7% | Reduced |
| Signaturefd, LLC | 3,829 | $81.4K | 0.00% | +1,238+47.8% | Added |
| Federation des caisses Desjardins du Quebec | 4,000 | $85.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,159 | $88.4K | 0.00% | −62−1.5% | Reduced |
| STRS Ohio | 4,400 | $93.5K | 0.00% | +4,400 | New |
| The PNC Financial Services Group, Inc. | 4,748 | $100.9K | 0.00% | −717−13.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,564 | $139.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,072 | $150.3K | 0.00% | +1,578+28.7% | Added |
| New York State Common Retirement Fund | 7,201 | $153.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,318 | $155.0K | 0.00% | −88,536−92.4% | Reduced |
| Group One Trading, L.P. | 9,221 | $195.9K | 0.01% | −1,515−14.1% | Reduced |
| Davenport & Co LLC | 9,450 | $200.8K | 0.00% | +9,450 | New |
| PEAK6 LLC | 10,058 | $213.7K | 0.01% | −20,338−66.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,615 | $225.6K | 0.00% | −120−1.1% | Reduced |
| Hancock Whitney Corp | 11,718 | $249.0K | 0.00% | −1,327−10.2% | Reduced |
| Wellington Shields Capital Management, LLC | 11,800 | $250.8K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,123 | $258.0K | 0.00% | +6,535+116.9% | Added |
| Exchange Traded Concepts, LLC | 12,363 | $262.7K | 0.00% | +168+1.4% | Added |
| Intech Investment Management LLC | 12,472 | $265.0K | 0.00% | −1,744−12.3% | Reduced |
| MetLife Investment Management | 13,531 | $287.5K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 13,946 | $296.4K | 0.00% | −9,472−40.4% | Reduced |
| Royce & Associates LP | 14,333 | $304.6K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,959 | $316.7K | 0.00% | +558+3.9% | Added |
| CM Management, LLC | 15,000 | $318.8K | 0.27% | 00.0% | Unchanged |
| XTX Topco Ltd | 15,087 | $320.6K | 0.01% | +15,087 | New |
| Acadian Asset Management LLC | 15,473 | $327.0K | 0.00% | +14,610+1,692.9% | Added |
| Gsa Capital Partners LLP | 16,086 | $342.0K | 0.03% | +16,086 | New |
| Arrowstreet Capital, Limited Partnership | 16,408 | $348.7K | 0.00% | +16,408 | New |
| Blueshift Asset Management, LLC | 16,510 | $350.8K | 0.10% | +16,510 | New |
| Public Employees Retirement System of Ohio | 16,599 | $352.7K | 0.00% | −4,308−20.6% | Reduced |
| BNP Paribas Arbitrage, SA | 16,772 | $356.4K | 0.00% | −30.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 16,967 | $360.5K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 17,800 | $378.3K | 0.00% | −1,718−8.8% | Reduced |