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