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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.

Institutional holdersQ4 2025: 193 institutions
Q1 2021: 323 institutionsQ2 2021: 288 institutionsQ3 2021: 281 institutionsQ4 2021: 291 institutionsQ1 2022: 278 institutionsQ2 2022: 297 institutionsQ3 2022: 257 institutionsQ4 2022: 246 institutionsQ1 2023: 249 institutionsQ2 2023: 248 institutionsQ3 2023: 250 institutionsQ4 2023: 262 institutionsQ1 2024: 273 institutionsQ2 2024: 255 institutionsQ3 2024: 245 institutionsQ4 2024: 242 institutionsQ1 2025: 230 institutionsQ2 2025: 211 institutionsQ3 2025: 207 institutionsQ4 2025: 193 institutionsQ1 2026: 188 institutionsQ2 2026: 200 institutions
Value heldQ4 2025: $476.3M
Q1 2021: $5.55BQ2 2021: $5.73BQ3 2021: $5.75BQ4 2021: $6.18BQ1 2022: $4.94BQ2 2022: $4.06BQ3 2022: $2.32BQ4 2022: $2.84BQ1 2023: $2.68BQ2 2023: $3.07BQ3 2023: $3.18BQ4 2023: $3.20BQ1 2024: $2.99BQ2 2024: $2.28BQ3 2024: $1.49BQ4 2024: $1.44BQ1 2025: $1.28BQ2 2025: $676.7MQ3 2025: $578.8MQ4 2025: $476.3MQ1 2026: $304.9MQ2 2026: $649.9M
Institutions holding HELE and their total value by quarter
QuarterHoldersValue
Q2 2026200$649.9M
Q1 2026188$304.9M
Q4 2025193$476.3M
Q3 2025207$578.8M
Q2 2025211$676.7M
Q1 2025230$1.28B
Q4 2024242$1.44B
Q3 2024245$1.49B
Q2 2024255$2.28B
Q1 2024273$2.99B
Q4 2023262$3.20B
Q3 2023250$3.18B
Q2 2023248$3.07B
Q1 2023249$2.68B
Q4 2022246$2.84B
Q3 2022257$2.32B
Q2 2022297$4.06B
Q1 2022278$4.94B
Q4 2021291$6.18B
Q3 2021281$5.75B
Q2 2021288$5.73B
Q1 2021323$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.

Institutions holding HELE in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
LPL Financial LLC0$00.00%−52,500−100.0%Sold out
Swiss National Bank0$00.00%−44,500−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−38,970−100.0%Sold out
Semanteon Capital Management, LP0$00.00%−22,854−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−21,338−100.0%Sold out
New York State Teachers Retirement System0$00.00%−21,200−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−17,826−100.0%Sold out
Cerity Partners LLC0$00.00%−11,416−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−10,917−100.0%Sold out
Louisiana State Employees Retirement System0$00.00%−10,600−100.0%Sold out
Quadrature Capital Ltd0$00.00%−10,389−100.0%Sold out
Mariner, LLC0$00.00%−10,182−100.0%Sold out
Axq Capital, LP0$00.00%−10,039−100.0%Sold out
Zurcher Kantonalbank (Zurich Cantonalbank)0$00.00%−9,930−100.0%Sold out
Fisher Asset Management, LLC0$00.00%−9,875−100.0%Sold out
Janus Henderson Group PLC0$00.00%−9,060−100.0%Sold out
Bank of Montreal0$00.00%−8,980−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−8,072−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−8,200−100.0%Sold out
Toroso Investments, LLC0$00.00%−8,086−100.0%Sold out
Teachers Retirement System of the State of Kentucky0$00.00%−6,593−100.0%Sold out
Oregon Public Employees Retirement Fund0$00.00%−5,131−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−4,934−100.0%Sold out
Larson Financial Group LLC0$00.00%−1,352−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−1,074−100.0%Sold out
Advisory Services Network, LLC0$00.00%−950−100.0%Sold out
Principal Securities, Inc.0$00.00%−627−100.0%Sold out
Nomura Asset Management Co Ltd0$00.00%−530−100.0%Sold out
CX Institutional0$00.00%−300−100.0%Sold out
West Branch Capital LLC0$00.00%−204−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−158−100.0%Sold out
Harbour Investments, Inc.0$00.00%−132−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−108−100.0%Sold out
State of Wyoming0$00.00%−90−100.0%Sold out
WealthCollab, LLC0$00.00%−64−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−45−100.0%Sold out
Bullock Wealth Management Group0$00.00%−33−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−20−100.0%Sold out
True Wealth Design, LLC0$00.00%−12−100.0%Sold out
Farmers & Merchants Investments Inc0$00.00%−10−100.0%Sold out
Abound Wealth Management0$00.00%−2−100.0%Sold out
Glen Eagle Advisors, LLC0$00.00%−2−100.0%Sold out
SBI Securities Co., Ltd.0$00.00%−1−100.0%Sold out
Glenmede Investment Management, LP––––Not filed
Moloney Securities Asset Management, LLC––––Not filed
Wolverine Trading, LLC––––Not filed
Shell Asset Management Co––––Not filed
Binnacle Investments Inc––––Not filed