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, Q1 2026
Institutional positions in Helen of Troy Ltd as of Mar 31, 2026. 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
- 188
- −3 vs. Q4 2025
- Shares held
- 21.1M
- +227.9K (+1.1%) vs. Q4 2025
- Total value
- $304.9M
- −$138.9M (−31.3%) vs. Q4 2025
- New holders
- 41
- 63 more added
- Sold out
- 44
- 59 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,745,908 | $25.2M | 0.00% | −15,398−0.9% | Reduced |
| RWWM, Inc. | 1,173,829 | $16.9M | 1.24% | +541,689+85.7% | Added |
| Vanguard Capital Management LLC | 1,006,864 | $14.5M | 0.00% | +1,006,864 | New |
| Paradigm Capital Management Inc | 927,100 | $13.4M | 0.51% | +362,900+64.3% | Added |
| Charles Schwab Investment Management Inc | 924,012 | $13.3M | 0.00% | +42,668+4.8% | Added |
| D. E. Shaw & Co., Inc. | 764,301 | $11.0M | 0.01% | +15,518+2.1% | Added |
| Pzena Investment Management LLC | 761,173 | $11.0M | 0.04% | −186,395−19.7% | Reduced |
| AQR Capital Management LLC | 762,771 | $10.8M | 0.00% | +585,479+330.2% | Added |
| Wellington Management Group LLP | 730,888 | $10.5M | 0.00% | −26,021−3.4% | Reduced |
| Invenomic Capital Management LP | 649,459 | $9.37M | 0.43% | +56,149+9.5% | Added |
| Ameriprise Financial Inc | 640,356 | $9.23M | 0.00% | −144,512−18.4% | Reduced |
| CastleKnight Management LP | 629,700 | $9.08M | 0.42% | +161,400+34.5% | Added |
| Bank of America Corp | 606,798 | $8.75M | 0.00% | −41,750−6.4% | Reduced |
| Geode Capital Management, LLC | 578,350 | $8.34M | 0.00% | +21,119+3.8% | Added |
| State Street Corp | 515,647 | $7.44M | 0.00% | +27,131+5.6% | Added |
| Dimensional Fund Advisors LP | 498,745 | $7.19M | 0.00% | −201,859−28.8% | Reduced |
| Goldman Sachs Group Inc | 491,774 | $7.09M | 0.00% | −19,856−3.9% | Reduced |
| Federated Hermes, Inc. | 460,762 | $6.64M | 0.01% | +186,869+68.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 395,885 | $5.71M | 0.02% | +3,220+0.8% | Added |
| Rubric Capital Management LP | 366,226 | $5.28M | 0.06% | +109,289+42.5% | Added |
| Prescott Group Capital Management, L.L.C. | 356,111 | $5.14M | 0.51% | +245,820+222.9% | Added |
| Vanguard Portfolio Management LLC | 332,593 | $4.80M | 0.00% | +332,593 | New |
| Morgan Stanley | 280,804 | $4.05M | 0.00% | −93,769−25.0% | Reduced |
| Balyasny Asset Management LLC | 257,000 | $3.71M | 0.01% | +177,931+225.0% | Added |
| Earnest Partners LLC | 237,641 | $3.43M | 0.01% | −24,993−9.5% | Reduced |
| Marshall Wace, LLP | 223,397 | $3.22M | 0.00% | +67,304+43.1% | Added |
| Northern Trust Corp | 190,031 | $2.74M | 0.00% | −282−0.1% | Reduced |
| JPMorgan Chase & Co | 192,769 | $2.70M | 0.00% | +10,644+5.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 179,500 | $2.59M | 0.00% | −51,891−22.4% | Reduced |
| Engineers Gate Manager LP | 174,000 | $2.51M | 0.03% | +114,546+192.7% | Added |
| Envestnet Asset Management Inc | 169,869 | $2.45M | 0.00% | +4,905+3.0% | Added |
| Vanguard Fiduciary Trust Co | 156,238 | $2.25M | 0.00% | +156,238 | New |
| Barclays PLC | 155,064 | $2.24M | 0.00% | +40,515+35.4% | Added |
| Millennium Management LLC | 143,463 | $2.07M | 0.00% | −905,918−86.3% | Reduced |
| Wells Fargo & Company | 142,297 | $2.05M | 0.00% | +4,953+3.6% | Added |
| HSBC Holdings PLC | 137,389 | $1.94M | 0.00% | +137,389 | New |
| Trexquant Investment LP | 133,448 | $1.92M | 0.01% | +133,448 | New |
| Vanguard Global Advisers, LLC | 126,139 | $1.82M | 0.00% | +126,139 | New |
| Jacobs Levy Equity Management, Inc | 116,595 | $1.68M | 0.01% | −133,047−53.3% | Reduced |
| Aquatic Capital Management LLC | 100,665 | $1.45M | 0.04% | +82,116+442.7% | Added |
| Landscape Capital Management, L.L.C. | 97,659 | $1.41M | 0.09% | +97,659 | New |
| Gladstone Institutional Advisory LLC | 92,233 | $1.33M | 0.05% | +5,990+6.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 80,955 | $1.17M | 0.02% | −22,030−21.4% | Reduced |
| Pinnacle Holdings, LLC | 80,274 | $1.16M | 0.37% | +12,288+18.1% | Added |
| Bank of New York Mellon Corp | 80,184 | $1.16M | 0.00% | −842−1.0% | Reduced |
| Nomura Holdings Inc | 79,884 | $1.15M | 0.01% | +79,884 | New |
| Invesco Ltd. | 79,748 | $1.15M | 0.00% | −32,743−29.1% | Reduced |
| Seven Six Capital Management, LLC | 76,200 | $1.10M | 1.18% | +29,000+61.4% | Added |
| Creative Planning | 73,705 | $1.06M | 0.00% | +46,617+172.1% | Added |
| LSV Asset Management | 73,092 | $1.05M | 0.00% | 00.0% | Unchanged |
| CM Management, LLC | 70,000 | $1.01M | 0.84% | +55,000+366.7% | Added |
| UBS Group AG | 68,650 | $989.9K | 0.00% | −548,342−88.9% | Reduced |
| American Century Companies Inc | 67,812 | $977.8K | 0.00% | +20,850+44.4% | Added |
| Jump Financial, LLC | 62,553 | $902.0K | 0.01% | +20,696+49.4% | Added |
| Pacific Ridge Capital Partners, LLC | 57,380 | $827.4K | 0.18% | +6,844+13.5% | Added |
| Nuveen, LLC | 56,532 | $815.2K | 0.00% | +308+0.5% | Added |
| Russell Investments Group, Ltd. | 56,178 | $810.1K | 0.00% | −1,010−1.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 54,617 | $787.6K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 52,693 | $759.8K | 0.00% | +21,435+68.6% | Added |
| Man Group plc | 50,302 | $725.4K | 0.00% | +25,460+102.5% | Added |
| Blueshift Asset Management, LLC | 49,278 | $710.6K | 0.22% | +32,768+198.5% | Added |
| Aster Capital Management (DIFC) Ltd | 12,361 | $661.2K | 0.22% | −11,357−47.9% | Reduced |
| Quantinno Capital Management LP | 45,465 | $655.6K | 0.00% | +8,379+22.6% | Added |
| Jane Street Group, LLC | 40,862 | $589.2K | 0.00% | −248,078−85.9% | Reduced |
| Mork Capital Management, LLC | 40,000 | $576.8K | 0.41% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 39,739 | $574.0K | 0.00% | +5,781+17.0% | Added |
| Renaissance Technologies LLC | 39,610 | $571.2K | 0.00% | +39,610 | New |
| Gsa Capital Partners LLP | 38,108 | $550.0K | 0.03% | +22,022+136.9% | Added |
| Citadel Advisors LLC | 37,187 | $536.2K | 0.00% | −186,333−83.4% | Reduced |
| CWM Advisors, LLC | 36,282 | $523.2K | 0.03% | +14,255+64.7% | Added |
| Clark Estates Inc | 34,200 | $493.2K | 0.12% | 00.0% | Unchanged |
| SEI Investments Co | 33,637 | $485.0K | 0.00% | −10,708−24.1% | Reduced |
| Ieq Capital, LLC | 33,543 | $483.7K | 0.00% | +33,543 | New |
| Cetera Investment Advisers | 32,787 | $472.8K | 0.00% | +2,709+9.0% | Added |
| EntryPoint Capital, LLC | 32,150 | $463.6K | 0.14% | +32,150 | New |
| IMC-Chicago, LLC | 32,135 | $463.4K | 0.01% | −1,109−3.3% | Reduced |
| Rhumbline Advisers | 30,950 | $446.3K | 0.00% | −49−0.2% | Reduced |
| Cerity Partners LLC | 29,934 | $431.6K | 0.00% | +29,934 | New |
| SummerHaven Investment Management, LLC | 28,366 | $409.0K | 0.25% | −7,121−20.1% | Reduced |
| Fox Run Management, L.L.C. | 27,995 | $392.2K | 0.07% | +27,995 | New |
| ExodusPoint Capital Management, LP | 25,457 | $367.1K | 0.00% | −21,663−46.0% | Reduced |
| Deutsche Bank AG | 23,503 | $338.9K | 0.00% | +2,163+10.1% | Added |
| KLP Kapitalforvaltning AS | 22,800 | $328.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 21,033 | $303.0K | 0.00% | +5,560+35.9% | Added |
| Alliancebernstein L.P. | 13,946 | $296.4K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 12,644 | $292.7K | 0.01% | +926+7.9% | Added |
| Empirical Asset Management, LLC | 20,240 | $291.9K | 0.08% | −304−1.5% | Reduced |
| CWM, LLC | 19,327 | $278.7K | 0.00% | +16,485+580.0% | Added |
| CAPROCK Group, Inc. | 18,843 | $271.7K | 0.01% | +18,843 | New |
| Wealth Enhancement Advisory Services, LLC | 17,131 | $250.1K | 0.00% | +17,131 | New |
| Robeco Institutional Asset Management B.V. | 16,967 | $244.7K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 15,765 | $227.3K | 0.00% | −128,974−89.1% | Reduced |
| Mercer Global Advisors Inc | 15,679 | $226.1K | 0.00% | +15,679 | New |
| Exchange Traded Concepts, LLC | 15,464 | $223.0K | 0.00% | +3,101+25.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,645 | $222.8K | 0.00% | +686+4.6% | Added |
| Quadrature Capital Ltd | 14,382 | $207.4K | 0.00% | +14,382 | New |
| Brevan Howard Capital Management LP | 14,229 | $205.2K | 0.00% | +14,229 | New |
| Atom Investors LP | 13,606 | $196.2K | 0.01% | +13,606 | New |
| Vident Advisory, LLC | 12,743 | $183.8K | 0.00% | +12,743 | New |
| BNP Paribas Arbitrage, SA | 12,520 | $180.5K | 0.00% | −4,252−25.4% | Reduced |