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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 18 | $0 | 0.00% | −2,239−99.2% | Reduced |
| Covestor Ltd | 5 | $0 | 0.00% | +3+150.0% | Added |
| North Star Investment Management Corp. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $29 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $43 | 0.00% | −883−99.7% | Reduced |
| Freestone Grove Partners LP | 3 | $43 | 0.00% | +3 | New |
| Smartleaf Asset Management LLC | 4 | $56 | 0.00% | −22−84.6% | Reduced |
| WPG Advisers, LLC | 5 | $72 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $73 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 6 | $87 | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 12 | $174 | 0.00% | −16−57.1% | Reduced |
| Asset Dedication, LLC | 12 | $174 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $217 | 0.00% | +15 | New |
| Quent Capital, LLC | 17 | $245 | 0.00% | −15−46.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 19 | $273 | 0.00% | +19 | New |
| UBS Asset Management Americas Inc | 20 | $288 | 0.00% | +5+33.3% | Added |
| Root Financial Partners, LLC | 27 | $389 | 0.00% | +27 | New |
| Parkside Financial Bank & Trust | 35 | $506 | 0.00% | −15−30.0% | Reduced |
| Sittner & Nelson, LLC | 40 | $577 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 44 | $634 | 0.00% | −350−88.8% | Reduced |
| Atlantic Trust, LLC | 47 | $678 | 0.00% | −43−47.8% | Reduced |
| GHP Investment Advisors, Inc. | 55 | $794 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 86 | $1.24K | 0.00% | +86 | New |
| Wealth Preservation Advisors, LLC | 93 | $1.34K | 0.00% | +93 | New |
| Jones Financial Companies LLLP | 100 | $1.39K | 0.00% | +54+117.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 106 | $1.53K | 0.00% | −81−43.3% | Reduced |
| Los Angeles Capital Management LLC | 127 | $1.83K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 145 | $2.09K | 0.00% | −57,149−99.7% | Reduced |
| Clear Street Markets LLC | 180 | $2.60K | 0.00% | −508−73.8% | Reduced |
| SRS Capital Advisors, Inc. | 184 | $2.65K | 0.00% | −163−47.0% | Reduced |
| Harbour Investments, Inc. | 185 | $2.67K | 0.00% | +185 | New |
| MTM Investment Management, LLC | 200 | $2.88K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 240 | $3.46K | 0.00% | +240 | New |
| Owl Creek Wealth Partners LLC | 240 | $3.46K | 0.00% | +240 | New |
| True Wealth Design, LLC | 251 | $3.62K | 0.00% | +251 | New |
| Hickory Point Bank & Trust | 300 | $4.33K | 0.00% | +300 | New |
| Parallel Advisors, LLC | 307 | $4.43K | 0.00% | +75+32.3% | Added |
| Farther Finance Advisors, LLC | 402 | $5.83K | 0.00% | −949−70.2% | Reduced |
| MAI Capital Management | 434 | $6.26K | 0.00% | +434 | New |
| Optiver Holding B.V. | 499 | $7.20K | 0.00% | +7+1.4% | Added |
| Cassaday & Co Wealth Management LLC | 545 | $7.86K | 0.00% | +545 | New |
| IFP Advisors, Inc | 554 | $7.99K | 0.00% | +453+448.5% | Added |
| Hazlett, Burt & Watson, Inc. | 740 | $10.0K | 0.00% | −800−51.9% | Reduced |
| Rothschild Investment LLC | 701 | $10.1K | 0.00% | +658+1,530.2% | Added |
| Pflug Koory, LLC | 705 | $10.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 759 | $10.9K | 0.00% | −562−42.5% | Reduced |
| Advisory Services Network, LLC | 916 | $13.2K | 0.00% | +916 | New |
| Advisor Group Holdings, Inc. | 1,001 | $14.4K | 0.00% | +689+220.8% | Added |
| Rockefeller Capital Management L.P. | 1,010 | $14.6K | 0.00% | +607+150.6% | Added |
| State of Alaska, Department of Revenue | 1,075 | $15.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,069 | $15.4K | 0.00% | −281−20.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,182 | $17.0K | 0.00% | +1,052+809.2% | Added |
| Tower Research Capital LLC (TRC) | 1,220 | $17.6K | 0.00% | −1,367−52.8% | Reduced |
| Essential Partners LLC | 1,236 | $17.8K | 0.01% | +1,114+913.1% | Added |
| California State Teachers Retirement System | 1,240 | $17.9K | 0.00% | −171−12.1% | Reduced |
| Quadrant Capital Group LLC | 1,358 | $19.6K | 0.00% | −7−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 1,590 | $22.9K | 0.00% | −3,158−66.5% | Reduced |
| US Bancorp | 1,683 | $24.3K | 0.00% | −5,389−76.2% | Reduced |
| GAMMA Investing LLC | 1,728 | $24.9K | 0.00% | −441−20.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,914 | $27.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,100 | $30.3K | 0.00% | +2,100 | New |
| Legal & General Group Plc | 2,130 | $30.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,341 | $33.8K | 0.00% | +378+19.3% | Added |
| Public Employees Retirement Association of Colorado | 2,662 | $38.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,038 | $43.8K | 0.00% | +3,038 | New |
| Signaturefd, LLC | 3,331 | $48.0K | 0.00% | −498−13.0% | Reduced |
| Public Employees Retirement System of Ohio | 3,530 | $50.9K | 0.00% | −13,069−78.7% | Reduced |
| Clearstead Advisors, LLC | 3,657 | $52.7K | 0.00% | +3,657 | New |
| Federation des caisses Desjardins du Quebec | 4,000 | $57.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,241 | $61.2K | 0.00% | +1,747+70.0% | Added |
| Citigroup Inc | 5,646 | $81.4K | 0.00% | −26,721−82.6% | Reduced |
| Walleye Trading LLC | 5,754 | $83.0K | 0.00% | −23,579−80.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,564 | $94.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 6,690 | $96.5K | 0.00% | −2,531−27.4% | Reduced |
| New York State Common Retirement Fund | 7,201 | $103.8K | 0.00% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 10,000 | $144.2K | 0.01% | +10,000 | New |
| MetLife Investment Management | 10,124 | $146.0K | 0.00% | −3,407−25.2% | Reduced |
| STRS Ohio | 10,200 | $147.1K | 0.00% | +5,800+131.8% | Added |
| Davenport & Co LLC | 10,550 | $152.1K | 0.00% | +1,100+11.6% | Added |
| Royce & Associates LP | 10,626 | $153.2K | 0.00% | −3,707−25.9% | Reduced |
| Angeles Wealth Management, LLC | 10,855 | $156.5K | 0.01% | +10,855 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,027 | $159.0K | 0.00% | +412+3.9% | Added |
| Leonteq Securities AG | 11,088 | $159.9K | 0.01% | +6,929+166.6% | Added |
| Canada Pension Plan Investment Board | 11,400 | $164.4K | 0.00% | +7,600+200.0% | Added |
| Wellington Shields Capital Management, LLC | 11,800 | $170.2K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 11,879 | $171.3K | 0.01% | +11,879 | New |
| Royal Bank of Canada | 12,023 | $173.0K | 0.00% | +4,705+64.3% | Added |
| Susquehanna International Group, LLP | 12,154 | $175.3K | 0.00% | −55,947−82.2% | Reduced |
| BNP Paribas Arbitrage, SA | 12,520 | $180.5K | 0.00% | −4,252−25.4% | Reduced |
| Vident Advisory, LLC | 12,743 | $183.8K | 0.00% | +12,743 | New |
| Atom Investors LP | 13,606 | $196.2K | 0.01% | +13,606 | New |
| Brevan Howard Capital Management LP | 14,229 | $205.2K | 0.00% | +14,229 | New |
| Quadrature Capital Ltd | 14,382 | $207.4K | 0.00% | +14,382 | New |
| Wiley Bros.-Aintree Capital, LLC | 15,645 | $222.8K | 0.00% | +686+4.6% | Added |
| Exchange Traded Concepts, LLC | 15,464 | $223.0K | 0.00% | +3,101+25.1% | Added |
| Mercer Global Advisors Inc | 15,679 | $226.1K | 0.00% | +15,679 | New |
| Franklin Resources Inc | 15,765 | $227.3K | 0.00% | −128,974−89.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 16,967 | $244.7K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 17,131 | $250.1K | 0.00% | +17,131 | New |
| CAPROCK Group, Inc. | 18,843 | $271.7K | 0.01% | +18,843 | New |