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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.

Q1 2026 vs. Q4 2025

How the institutions holding Helen of Troy Ltd changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of HELE: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders1932188−3
Shares22.4M1.53M21.1M+227.9K (+1.1%)
Value$476.3M$32.4M$304.9M−$138.9M (−31.3%)

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (41)

Institutions that held Helen of Troy Ltd at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to HELE in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC1,006,864$14.5M0.00%
Vanguard Portfolio Management LLC332,593$4.80M0.00%
Vanguard Fiduciary Trust Co156,238$2.25M0.00%
HSBC Holdings PLC137,389$1.94M0.00%
Trexquant Investment LP133,448$1.92M0.01%
Vanguard Global Advisers, LLC126,139$1.82M0.00%
Landscape Capital Management, L.L.C.97,659$1.41M0.09%
Nomura Holdings Inc79,884$1.15M0.01%
Renaissance Technologies LLC39,610$571.2K0.00%
Ieq Capital, LLC33,543$483.7K0.00%
EntryPoint Capital, LLC32,150$463.6K0.14%
Cerity Partners LLC29,934$431.6K0.00%
Fox Run Management, L.L.C.27,995$392.2K0.07%
CAPROCK Group, Inc.18,843$271.7K0.01%
Wealth Enhancement Advisory Services, LLC17,131$250.1K0.00%
Mercer Global Advisors Inc15,679$226.1K0.00%
Quadrature Capital Ltd14,382$207.4K0.00%
Brevan Howard Capital Management LP14,229$205.2K0.00%
Atom Investors LP13,606$196.2K0.01%
Vident Advisory, LLC12,743$183.8K0.00%
Centiva Capital, LP11,879$171.3K0.01%
Angeles Wealth Management, LLC10,855$156.5K0.01%
Capstone Financial Advisors, Inc.10,000$144.2K0.01%
Clearstead Advisors, LLC3,657$52.7K0.00%
Simplex Trading, LLC3,038$43.8K0.00%
Nomura Asset Management Co Ltd2,100$30.3K0.00%
Advisory Services Network, LLC916$13.2K0.00%
Cassaday & Co Wealth Management LLC545$7.86K0.00%
MAI Capital Management434$6.26K0.00%
Hickory Point Bank & Trust300$4.33K0.00%
True Wealth Design, LLC251$3.62K0.00%
Harbor Investment Advisory, LLC240$3.46K0.00%
Owl Creek Wealth Partners LLC240$3.46K0.00%
Harbour Investments, Inc.185$2.67K0.00%
Wealth Preservation Advisors, LLC93$1.34K0.00%
Private Trust Co NA86$1.24K0.00%
Root Financial Partners, LLC27$3890.00%
Transamerica Financial Advisors, Inc.19$2730.00%
SJS Investment Consulting Inc.15$2170.00%
JPL Wealth Management, LLC6$870.00%
Freestone Grove Partners LP3$430.00%

Sold out (44)

Institutions that held Helen of Troy Ltd at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of HELE in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Two Sigma Investments, LP396,991$8.44M
Systematic Financial Management LP381,645$8.11M
Capital International Investors269,597$5.73M
Squarepoint Ops LLC148,390$3.15M
Y-Intercept (Hong Kong) Ltd106,051$2.25M
Two Sigma Advisers, LP95,900$2.04M
Campbell & CO Investment Adviser LLC94,883$2.02M
Capital Fund Management S.A.94,744$2.01M
Point72 Asset Management, L.P.74,117$1.57M
Jain Global LLC48,220$1.02M
Principal Financial Group Inc47,427$1.01M
Weiss Asset Management LP47,100$1.00M
Prudential Financial Inc45,283$962.3K
Villanova Investment Management Co LLC42,621$905.7K
Skopos Labs, Inc.35,796$755.3K
Quantbot Technologies LP32,587$692.5K
Bridgefront Capital, LLC32,394$688.4K
Boothbay Fund Management, LLC29,948$636.4K
Schonfeld Strategic Advisors LLC20,357$432.6K
Verition Fund Management LLC17,800$378.3K
Arrowstreet Capital, Limited Partnership16,408$348.7K
XTX Topco Ltd15,087$320.6K
Intech Investment Management LLC12,472$265.0K
SG Americas Securities, LLC12,123$258.0K
PEAK6 LLC10,058$213.7K
State of Tennessee, Treasury Department4,773$79.0K
Ancora Advisors, LLC1,090$23.2K
IMA Wealth, Inc.986$21.0K
Amalgamated Bank720$15.0K
Harbor Capital Advisors, Inc.547$12.0K
Nisa Investment Advisors, LLC266$5.65K
Salomon & Ludwin, LLC131$2.72K
Quarry LP121$2.57K
Red Tortoise LLC118$2.51K
Brown Brothers Harriman & Co110$2.34K
Huntington National Bank77$1.64K
Pinnacle Wealth Planning Services, Inc.66$1.40K
Fortitude Family Office, LLC53$1.13K
Bessemer Group Inc59$1.00K
Tompkins Financial Corp41$871
Umb Bank N A27$574
Cedar Mountain Advisors, LLC19$404
Ankerstar Wealth, LLC7$149
Gilpin Wealth Management, LLC2$43

Not filed for Q1 2026 yet (2)

Institutions that held Helen of Troy Ltd at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HELE in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc1,526,957$32.4M
Global Retirement Partners, LLC9$191