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 |
|---|---|---|---|---|---|
| CWM, LLC | 19,327 | $278.7K | 0.00% | +16,485+580.0% | Added |
| Empirical Asset Management, LLC | 20,240 | $291.9K | 0.08% | −304−1.5% | Reduced |
| Hancock Whitney Corp | 12,644 | $292.7K | 0.01% | +926+7.9% | Added |
| Alliancebernstein L.P. | 13,946 | $296.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 21,033 | $303.0K | 0.00% | +5,560+35.9% | Added |
| KLP Kapitalforvaltning AS | 22,800 | $328.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 23,503 | $338.9K | 0.00% | +2,163+10.1% | Added |
| ExodusPoint Capital Management, LP | 25,457 | $367.1K | 0.00% | −21,663−46.0% | Reduced |
| Fox Run Management, L.L.C. | 27,995 | $392.2K | 0.07% | +27,995 | New |
| SummerHaven Investment Management, LLC | 28,366 | $409.0K | 0.25% | −7,121−20.1% | Reduced |
| Cerity Partners LLC | 29,934 | $431.6K | 0.00% | +29,934 | New |
| Rhumbline Advisers | 30,950 | $446.3K | 0.00% | −49−0.2% | Reduced |
| IMC-Chicago, LLC | 32,135 | $463.4K | 0.01% | −1,109−3.3% | Reduced |
| EntryPoint Capital, LLC | 32,150 | $463.6K | 0.14% | +32,150 | New |
| Cetera Investment Advisers | 32,787 | $472.8K | 0.00% | +2,709+9.0% | Added |
| Ieq Capital, LLC | 33,543 | $483.7K | 0.00% | +33,543 | New |
| SEI Investments Co | 33,637 | $485.0K | 0.00% | −10,708−24.1% | Reduced |
| Clark Estates Inc | 34,200 | $493.2K | 0.12% | 00.0% | Unchanged |
| CWM Advisors, LLC | 36,282 | $523.2K | 0.03% | +14,255+64.7% | Added |
| Citadel Advisors LLC | 37,187 | $536.2K | 0.00% | −186,333−83.4% | Reduced |
| Gsa Capital Partners LLP | 38,108 | $550.0K | 0.03% | +22,022+136.9% | Added |
| Renaissance Technologies LLC | 39,610 | $571.2K | 0.00% | +39,610 | New |
| Price T Rowe Associates Inc | 39,739 | $574.0K | 0.00% | +5,781+17.0% | Added |
| Mork Capital Management, LLC | 40,000 | $576.8K | 0.41% | 00.0% | Unchanged |
| Jane Street Group, LLC | 40,862 | $589.2K | 0.00% | −248,078−85.9% | Reduced |
| Quantinno Capital Management LP | 45,465 | $655.6K | 0.00% | +8,379+22.6% | Added |
| Aster Capital Management (DIFC) Ltd | 12,361 | $661.2K | 0.22% | −11,357−47.9% | Reduced |
| Blueshift Asset Management, LLC | 49,278 | $710.6K | 0.22% | +32,768+198.5% | Added |
| Man Group plc | 50,302 | $725.4K | 0.00% | +25,460+102.5% | Added |
| Tudor Investment Corp Et Al | 52,693 | $759.8K | 0.00% | +21,435+68.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 54,617 | $787.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 56,178 | $810.1K | 0.00% | −1,010−1.8% | Reduced |
| Nuveen, LLC | 56,532 | $815.2K | 0.00% | +308+0.5% | Added |
| Pacific Ridge Capital Partners, LLC | 57,380 | $827.4K | 0.18% | +6,844+13.5% | Added |
| Jump Financial, LLC | 62,553 | $902.0K | 0.01% | +20,696+49.4% | Added |
| American Century Companies Inc | 67,812 | $977.8K | 0.00% | +20,850+44.4% | Added |
| UBS Group AG | 68,650 | $989.9K | 0.00% | −548,342−88.9% | Reduced |
| CM Management, LLC | 70,000 | $1.01M | 0.84% | +55,000+366.7% | Added |
| LSV Asset Management | 73,092 | $1.05M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 73,705 | $1.06M | 0.00% | +46,617+172.1% | Added |
| Seven Six Capital Management, LLC | 76,200 | $1.10M | 1.18% | +29,000+61.4% | Added |
| Invesco Ltd. | 79,748 | $1.15M | 0.00% | −32,743−29.1% | Reduced |
| Nomura Holdings Inc | 79,884 | $1.15M | 0.01% | +79,884 | New |
| Bank of New York Mellon Corp | 80,184 | $1.16M | 0.00% | −842−1.0% | Reduced |
| Pinnacle Holdings, LLC | 80,274 | $1.16M | 0.37% | +12,288+18.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 80,955 | $1.17M | 0.02% | −22,030−21.4% | Reduced |
| Gladstone Institutional Advisory LLC | 92,233 | $1.33M | 0.05% | +5,990+6.9% | Added |
| Landscape Capital Management, L.L.C. | 97,659 | $1.41M | 0.09% | +97,659 | New |
| Aquatic Capital Management LLC | 100,665 | $1.45M | 0.04% | +82,116+442.7% | Added |
| Jacobs Levy Equity Management, Inc | 116,595 | $1.68M | 0.01% | −133,047−53.3% | Reduced |
| Vanguard Global Advisers, LLC | 126,139 | $1.82M | 0.00% | +126,139 | New |
| Trexquant Investment LP | 133,448 | $1.92M | 0.01% | +133,448 | New |
| HSBC Holdings PLC | 137,389 | $1.94M | 0.00% | +137,389 | New |
| Wells Fargo & Company | 142,297 | $2.05M | 0.00% | +4,953+3.6% | Added |
| Millennium Management LLC | 143,463 | $2.07M | 0.00% | −905,918−86.3% | Reduced |
| Barclays PLC | 155,064 | $2.24M | 0.00% | +40,515+35.4% | Added |
| Vanguard Fiduciary Trust Co | 156,238 | $2.25M | 0.00% | +156,238 | New |
| Envestnet Asset Management Inc | 169,869 | $2.45M | 0.00% | +4,905+3.0% | Added |
| Engineers Gate Manager LP | 174,000 | $2.51M | 0.03% | +114,546+192.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 179,500 | $2.59M | 0.00% | −51,891−22.4% | Reduced |
| JPMorgan Chase & Co | 192,769 | $2.70M | 0.00% | +10,644+5.8% | Added |
| Northern Trust Corp | 190,031 | $2.74M | 0.00% | −282−0.1% | Reduced |
| Marshall Wace, LLP | 223,397 | $3.22M | 0.00% | +67,304+43.1% | Added |
| Earnest Partners LLC | 237,641 | $3.43M | 0.01% | −24,993−9.5% | Reduced |
| Balyasny Asset Management LLC | 257,000 | $3.71M | 0.01% | +177,931+225.0% | Added |
| Morgan Stanley | 280,804 | $4.05M | 0.00% | −93,769−25.0% | Reduced |
| Vanguard Portfolio Management LLC | 332,593 | $4.80M | 0.00% | +332,593 | New |
| Prescott Group Capital Management, L.L.C. | 356,111 | $5.14M | 0.51% | +245,820+222.9% | Added |
| Rubric Capital Management LP | 366,226 | $5.28M | 0.06% | +109,289+42.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 395,885 | $5.71M | 0.02% | +3,220+0.8% | Added |
| Federated Hermes, Inc. | 460,762 | $6.64M | 0.01% | +186,869+68.2% | Added |
| Goldman Sachs Group Inc | 491,774 | $7.09M | 0.00% | −19,856−3.9% | Reduced |
| Dimensional Fund Advisors LP | 498,745 | $7.19M | 0.00% | −201,859−28.8% | Reduced |
| State Street Corp | 515,647 | $7.44M | 0.00% | +27,131+5.6% | Added |
| Geode Capital Management, LLC | 578,350 | $8.34M | 0.00% | +21,119+3.8% | Added |
| Bank of America Corp | 606,798 | $8.75M | 0.00% | −41,750−6.4% | Reduced |
| CastleKnight Management LP | 629,700 | $9.08M | 0.42% | +161,400+34.5% | Added |
| Ameriprise Financial Inc | 640,356 | $9.23M | 0.00% | −144,512−18.4% | Reduced |
| Invenomic Capital Management LP | 649,459 | $9.37M | 0.43% | +56,149+9.5% | Added |
| Wellington Management Group LLP | 730,888 | $10.5M | 0.00% | −26,021−3.4% | Reduced |
| AQR Capital Management LLC | 762,771 | $10.8M | 0.00% | +585,479+330.2% | Added |
| Pzena Investment Management LLC | 761,173 | $11.0M | 0.04% | −186,395−19.7% | Reduced |
| D. E. Shaw & Co., Inc. | 764,301 | $11.0M | 0.01% | +15,518+2.1% | Added |
| Charles Schwab Investment Management Inc | 924,012 | $13.3M | 0.00% | +42,668+4.8% | Added |
| Paradigm Capital Management Inc | 927,100 | $13.4M | 0.51% | +362,900+64.3% | Added |
| Vanguard Capital Management LLC | 1,006,864 | $14.5M | 0.00% | +1,006,864 | New |
| RWWM, Inc. | 1,173,829 | $16.9M | 1.24% | +541,689+85.7% | Added |
| BlackRock, Inc. | 1,745,908 | $25.2M | 0.00% | −15,398−0.9% | Reduced |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −396,991−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −381,645−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −269,597−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −148,390−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −106,051−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −95,900−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −94,883−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −94,744−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −74,117−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −48,220−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −47,427−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −47,100−100.0% | Sold out |