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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 18,549 | $394.2K | 0.01% | +18,549 | New |
| Schonfeld Strategic Advisors LLC | 20,357 | $432.6K | 0.00% | +20,357 | New |
| Empirical Asset Management, LLC | 20,544 | $436.6K | 0.12% | +2,485+13.8% | Added |
| Deutsche Bank AG | 21,340 | $453.5K | 0.00% | −880−4.0% | Reduced |
| CWM Advisors, LLC | 22,027 | $468.1K | 0.04% | +3,788+20.8% | Added |
| KLP Kapitalforvaltning AS | 22,800 | $484.5K | 0.00% | +18,800+470.0% | Added |
| Aster Capital Management (DIFC) Ltd | 23,718 | $504.0K | 0.22% | +23,718 | New |
| Man Group plc | 24,842 | $527.9K | 0.00% | +24,842 | New |
| Creative Planning | 27,088 | $575.6K | 0.00% | −1,679−5.8% | Reduced |
| Walleye Trading LLC | 29,333 | $623.3K | 0.01% | +29,333 | New |
| Boothbay Fund Management, LLC | 29,948 | $636.4K | 0.02% | +10,862+56.9% | Added |
| Cetera Investment Advisers | 30,078 | $639.2K | 0.00% | −10,099−25.1% | Reduced |
| Rhumbline Advisers | 30,999 | $658.7K | 0.00% | −43,576−58.4% | Reduced |
| Tudor Investment Corp Et Al | 31,258 | $664.2K | 0.00% | +31,258 | New |
| Citigroup Inc | 32,367 | $687.8K | 0.00% | +8,565+36.0% | Added |
| Bridgefront Capital, LLC | 32,394 | $688.4K | 0.17% | +32,394 | New |
| Quantbot Technologies LP | 32,587 | $692.5K | 0.02% | +16,518+102.8% | Added |
| IMC-Chicago, LLC | 33,244 | $706.4K | 0.01% | +8,519+34.5% | Added |
| Price T Rowe Associates Inc | 33,958 | $722.0K | 0.00% | +9,267+37.5% | Added |
| Clark Estates Inc | 34,200 | $726.8K | 0.18% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 35,487 | $754.1K | 0.43% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 35,796 | $755.3K | 0.03% | +35,796 | New |
| Quantinno Capital Management LP | 37,086 | $788.1K | 0.00% | +37,086 | New |
| Mork Capital Management, LLC | 40,000 | $850.0K | 0.52% | 00.0% | Unchanged |
| Jump Financial, LLC | 41,857 | $889.5K | 0.01% | −40,170−49.0% | Reduced |
| Villanova Investment Management Co LLC | 42,621 | $905.7K | 0.64% | −11,233−20.9% | Reduced |
| SEI Investments Co | 44,345 | $942.3K | 0.00% | +31,765+252.5% | Added |
| Prudential Financial Inc | 45,283 | $962.3K | 0.00% | +14,687+48.0% | Added |
| American Century Companies Inc | 46,962 | $997.9K | 0.00% | −15,217−24.5% | Reduced |
| Weiss Asset Management LP | 47,100 | $1.00M | 0.01% | +47,100 | New |
| ExodusPoint Capital Management, LP | 47,120 | $1.00M | 0.01% | +33,504+246.1% | Added |
| Seven Six Capital Management, LLC | 47,200 | $1.00M | 1.01% | −7,500−13.7% | Reduced |
| Principal Financial Group Inc | 47,427 | $1.01M | 0.00% | −94,188−66.5% | Reduced |
| Jain Global LLC | 48,220 | $1.02M | 0.01% | +48,220 | New |
| Pacific Ridge Capital Partners, LLC | 50,536 | $1.07M | 0.24% | +6,549+14.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 54,617 | $1.16M | 0.00% | +54,339+19,546.4% | Added |
| Nuveen, LLC | 56,224 | $1.19M | 0.00% | −16,632−22.8% | Reduced |
| Russell Investments Group, Ltd. | 57,188 | $1.22M | 0.00% | +129+0.2% | Added |
| Walleye Capital LLC | 57,294 | $1.22M | 0.01% | +57,292+2,864,600.0% | Added |
| Engineers Gate Manager LP | 59,454 | $1.26M | 0.01% | +59,454 | New |
| Pinnacle Holdings, LLC | 67,986 | $1.44M | 0.49% | +67,986 | New |
| Susquehanna International Group, LLP | 68,101 | $1.45M | 0.00% | +25,359+59.3% | Added |
| LSV Asset Management | 73,092 | $1.55M | 0.00% | −3,800−4.9% | Reduced |
| Point72 Asset Management, L.P. | 74,117 | $1.57M | 0.00% | +74,117 | New |
| Balyasny Asset Management LLC | 79,069 | $1.68M | 0.00% | +79,069 | New |
| Bank of New York Mellon Corp | 81,026 | $1.72M | 0.00% | −81,039−50.0% | Reduced |
| Gladstone Institutional Advisory LLC | 86,243 | $1.83M | 0.07% | +5,957+7.4% | Added |
| Capital Fund Management S.A. | 94,744 | $2.01M | 0.02% | +48,577+105.2% | Added |
| Campbell & CO Investment Adviser LLC | 94,883 | $2.02M | 0.10% | +94,883 | New |
| Two Sigma Advisers, LP | 95,900 | $2.04M | 0.00% | +95,900 | New |
| Susquehanna Portfolio Strategies, LLC | 102,985 | $2.19M | 0.03% | +21,143+25.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 106,051 | $2.25M | 0.05% | +106,051 | New |
| Prescott Group Capital Management, L.L.C. | 110,291 | $2.34M | 0.22% | +110,291 | New |
| Invesco Ltd. | 112,491 | $2.39M | 0.00% | −62,929−35.9% | Reduced |
| Barclays PLC | 114,549 | $2.43M | 0.00% | +81,874+250.6% | Added |
| Wells Fargo & Company | 137,344 | $2.92M | 0.00% | −39,812−22.5% | Reduced |
| Franklin Resources Inc | 144,739 | $3.08M | 0.00% | +10,274+7.6% | Added |
| Squarepoint Ops LLC | 148,390 | $3.15M | 0.01% | +123,348+492.6% | Added |
| Marshall Wace, LLP | 156,093 | $3.32M | 0.00% | +156,093 | New |
| Envestnet Asset Management Inc | 164,964 | $3.51M | 0.00% | −30,693−15.7% | Reduced |
| AQR Capital Management LLC | 177,292 | $3.77M | 0.00% | −1,329−0.7% | Reduced |
| JPMorgan Chase & Co | 182,125 | $3.87M | 0.00% | −60,047−24.8% | Reduced |
| Northern Trust Corp | 190,313 | $4.04M | 0.00% | −36,505−16.1% | Reduced |
| Citadel Advisors LLC | 223,520 | $4.75M | 0.00% | +186,409+502.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 231,391 | $4.92M | 0.01% | +231,391 | New |
| Jacobs Levy Equity Management, Inc | 249,642 | $5.30M | 0.02% | −110,051−30.6% | Reduced |
| Rubric Capital Management LP | 256,937 | $5.46M | 0.07% | +256,937 | New |
| Earnest Partners LLC | 262,634 | $5.58M | 0.02% | −49,034−15.7% | Reduced |
| Capital International Investors | 269,597 | $5.73M | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 273,893 | $5.82M | 0.01% | +86,741+46.3% | Added |
| Jane Street Group, LLC | 288,940 | $6.14M | 0.01% | +273,582+1,781.4% | Added |
| Morgan Stanley | 374,573 | $7.96M | 0.00% | +52,442+16.3% | Added |
| Systematic Financial Management LP | 381,645 | $8.11M | 0.19% | −2,448−0.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 392,665 | $8.34M | 0.02% | +54,530+16.1% | Added |
| Two Sigma Investments, LP | 396,991 | $8.44M | 0.01% | +211,206+113.7% | Added |
| CastleKnight Management LP | 468,300 | $9.95M | 0.57% | −23,600−4.8% | Reduced |
| State Street Corp | 488,516 | $10.4M | 0.00% | −409,606−45.6% | Reduced |
| Goldman Sachs Group Inc | 511,630 | $10.9M | 0.00% | −162,709−24.1% | Reduced |
| Geode Capital Management, LLC | 557,231 | $11.8M | 0.00% | +50,709+10.0% | Added |
| Paradigm Capital Management Inc | 564,200 | $12.0M | 0.50% | +564,200 | New |
| Invenomic Capital Management LP | 593,310 | $12.6M | 0.61% | +38,325+6.9% | Added |
| UBS Group AG | 616,992 | $13.1M | 0.00% | +490,031+386.0% | Added |
| RWWM, Inc. | 632,140 | $13.4M | 0.92% | +116,964+22.7% | Added |
| Bank of America Corp | 648,548 | $13.8M | 0.00% | +169,731+35.4% | Added |
| Dimensional Fund Advisors LP | 700,604 | $14.9M | 0.00% | −253,774−26.6% | Reduced |
| D. E. Shaw & Co., Inc. | 748,783 | $15.9M | 0.01% | −199,403−21.0% | Reduced |
| Wellington Management Group LLP | 756,909 | $16.1M | 0.00% | +9,689+1.3% | Added |
| Ameriprise Financial Inc | 784,868 | $16.7M | 0.00% | +125,940+19.1% | Added |
| Charles Schwab Investment Management Inc | 881,344 | $18.7M | 0.00% | +175,696+24.9% | Added |
| Pzena Investment Management LLC | 947,568 | $20.1M | 0.06% | −63,188−6.3% | Reduced |
| Millennium Management LLC | 1,049,381 | $22.3M | 0.02% | +628,300+149.2% | Added |
| Vanguard Group Inc | 1,526,957 | $32.4M | 0.00% | −614,765−28.7% | Reduced |
| BlackRock, Inc. | 1,761,306 | $37.4M | 0.00% | −1,679,598−48.8% | Reduced |
| M&G Plc | 0 | $0 | 0.00% | −330,309−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −207,670−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −144,162−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −127,173−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −125,416−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −89,582−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −73,770−100.0% | Sold out |