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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 0 | $0 | 0.00% | −45,283−100.0% | Sold out |
| Villanova Investment Management Co LLC | 0 | $0 | 0.00% | −42,621−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −35,796−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −32,587−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −32,394−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −29,948−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −20,357−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −17,800−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −16,408−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,087−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −12,472−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,123−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −10,058−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −4,773−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,090−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Cedar Mountain Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Ankerstar Wealth, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Gilpin Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |