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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.

Q2 2026 vs. Q1 2026

How the institutions holding Helen of Troy Ltd changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of HELE: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders1881200+13
Shares21.1M19.3K22.4M+1.33M (+6.3%)
Value$304.9M$278.7K$649.9M+$345.3M (+113.4%)

1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (46)

Institutions that held Helen of Troy Ltd at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to HELE in Q2 2026
InstitutionSharesValue% of portfolio
Woodline Partners LP367,060$10.7M0.03%
Pacer Advisors, Inc.156,976$4.56M0.01%
Panagora Asset Management Inc147,072$4.28M0.01%
Y-Intercept (Hong Kong) Ltd61,610$1.79M0.04%
Mariner, LLC58,314$1.70M0.00%
Empowered Funds, LLC58,005$1.69M0.01%
Quinn Opportunity Partners LLC57,413$1.67M0.08%
Wedge Capital Management L L P52,687$1.53M0.03%
Bridgeway Capital Management, LLC50,212$1.46M0.03%
Two Sigma Investments, LP42,237$1.23M0.00%
Jain Global LLC34,970$1.02M0.01%
Victory Capital Management Inc31,477$915.0K0.00%
Numerai GP LLC29,581$859.9K0.07%
Boothbay Fund Management, LLC25,758$748.8K0.01%
XTX Topco Ltd21,222$616.9K0.01%
Stifel Financial Corp14,480$420.9K0.00%
Counterpoint Mutual Funds LLC14,051$408.5K0.04%
Captrust Financial Advisors13,287$386.3K0.00%
Diversified Trust Co11,796$342.9K0.01%
Colony Group, LLC11,024$320.5K0.00%
Massachusetts Financial Services Co10,407$302.5K0.00%
Merit Financial Group, LLC10,050$292.2K0.00%
Quantbot Technologies LP9,578$278.4K0.01%
Raymond James Financial Inc8,551$248.6K0.00%
Pallas Capital Advisors LLC8,516$247.6K0.01%
Winton Group Ltd8,500$247.1K0.01%
AE Wealth Management LLC8,490$246.8K0.00%
Brighton Jones LLC7,440$216.3K0.00%
Virtu Financial LLC7,403$215.0K0.01%
Caerus Investment Advisors, LLC7,383$214.6K0.07%
Optivise Advisory Services LLC6,905$200.7K0.10%
Dynamic Technology Lab Private Ltd6,879$200.0K0.04%
S.A. Mason LLC3,500$101.7K0.03%
State of Wyoming2,981$86.7K0.01%
Meeder Asset Management Inc1,010$29.4K0.00%
Strategic Investment Solutions, Inc.400$11.6K0.00%
IFG Advisory, LLC200$5.81K0.00%
Wealth Enhancement Trust Services, Inc.119$3.46K0.00%
Nisa Investment Advisors, LLC103$2.99K0.00%
Fortitude Family Office, LLC45$1.31K0.00%
HGK Asset Management Inc40$1.16K0.00%
Financial Consulate, Inc22$6400.00%
UMA Financial Services, Inc.14$4070.00%
Ameritas Advisory Services, LLC7$2030.00%
Global Retirement Partners, LLC6$1740.00%
Glen Eagle Advisors, LLC2$580.00%

Sold out (33)

Institutions that held Helen of Troy Ltd at the end of Q1 2026 and filed for Q2 2026 without it.

Not filed for Q2 2026 yet (1)

Institutions that held Helen of Troy Ltd at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HELE in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
CWM, LLC19,327$278.7K