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