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, Q2 2026
Institutional positions in Helen of Troy Ltd as of Jun 30, 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
- 200
- +13 vs. Q1 2026
- Shares held
- 22.4M
- +1.33M (+6.3%) vs. Q1 2026
- Total value
- $649.9M
- +$345.3M (+113.4%) vs. Q1 2026
- New holders
- 46
- 76 more added
- Sold out
- 33
- 46 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $58 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $58 | 0.00% | +2 | New |
| Freestone Grove Partners LP | 3 | $87 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4 | $115 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $145 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $146 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $174 | 0.00% | +6 | New |
| Quent Capital, LLC | 7 | $203 | 0.00% | −10−58.8% | Reduced |
| Ameritas Advisory Services, LLC | 7 | $203 | 0.00% | +7 | New |
| Asset Dedication, LLC | 12 | $349 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $407 | 0.00% | +14 | New |
| JPL Wealth Management, LLC | 17 | $495 | 0.00% | +11+183.3% | Added |
| Transamerica Financial Advisors, Inc. | 19 | $552 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 20 | $581 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 22 | $640 | 0.00% | −22−50.0% | Reduced |
| Financial Consulate, Inc | 22 | $640 | 0.00% | +22 | New |
| Atlantic Trust, LLC | 33 | $960 | 0.00% | −14−29.8% | Reduced |
| Hantz Financial Services, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $1.00K | 0.00% | +13+260.0% | Added |
| Parkside Financial Bank & Trust | 35 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 40 | $1.16K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 40 | $1.16K | 0.00% | +40 | New |
| Fortitude Family Office, LLC | 45 | $1.31K | 0.00% | +45 | New |
| Jones Financial Companies LLLP | 76 | $2.16K | 0.00% | −24−24.0% | Reduced |
| Private Trust Co NA | 86 | $2.50K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 103 | $2.99K | 0.00% | +103 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 106 | $3.08K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 119 | $3.46K | 0.00% | +119 | New |
| Los Angeles Capital Management LLC | 127 | $3.69K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 162 | $4.71K | 0.00% | +147+980.0% | Added |
| Harbour Investments, Inc. | 185 | $5.38K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 200 | $5.81K | 0.00% | −40−16.7% | Reduced |
| MTM Investment Management, LLC | 200 | $5.81K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 200 | $5.81K | 0.00% | +200 | New |
| Leonteq Securities AG | 201 | $5.84K | 0.00% | −10,887−98.2% | Reduced |
| Hickory Point Bank & Trust | 300 | $8.72K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 321 | $9.33K | 0.00% | −919−74.1% | Reduced |
| Parallel Advisors, LLC | 338 | $9.83K | 0.00% | +31+10.1% | Added |
| Strategic Investment Solutions, Inc. | 400 | $11.6K | 0.00% | +400 | New |
| True Wealth Design, LLC | 508 | $14.8K | 0.00% | +257+102.4% | Added |
| Cassaday & Co Wealth Management LLC | 545 | $15.8K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 605 | $17.6K | 0.01% | −100−14.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 740 | $22.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 799 | $23.2K | 0.00% | +397+98.8% | Added |
| Rothschild Investment LLC | 805 | $23.4K | 0.00% | +104+14.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,000 | $29.1K | 0.00% | −3,000−75.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,000 | $29.1K | 0.00% | −1,100−52.4% | Reduced |
| Meeder Asset Management Inc | 1,010 | $29.4K | 0.00% | +1,010 | New |
| Rockefeller Capital Management L.P. | 1,051 | $30.6K | 0.00% | +41+4.1% | Added |
| State of Alaska, Department of Revenue | 1,075 | $31.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,082 | $31.5K | 0.00% | −100−8.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,104 | $32.1K | 0.00% | −116−9.5% | Reduced |
| Optiver Holding B.V. | 1,107 | $32.2K | 0.00% | +608+121.8% | Added |
| IFP Advisors, Inc | 1,230 | $35.8K | 0.00% | +676+122.0% | Added |
| Essential Partners LLC | 1,499 | $43.6K | 0.02% | +263+21.3% | Added |
| GAMMA Investing LLC | 1,606 | $46.7K | 0.00% | −122−7.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,645 | $47.8K | 0.00% | +55+3.5% | Added |
| Simplex Trading, LLC | 1,734 | $50.4K | 0.00% | −1,304−42.9% | Reduced |
| US Bancorp | 1,753 | $51.0K | 0.00% | +70+4.2% | Added |
| Ameritas Investment Partners, Inc. | 1,914 | $55.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,589 | $75.3K | 0.00% | +1,520+142.2% | Added |
| Public Employees Retirement Association of Colorado | 2,662 | $77.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,981 | $86.7K | 0.01% | +2,981 | New |
| Advisor Group Holdings, Inc. | 3,007 | $87.4K | 0.00% | +2,006+200.4% | Added |
| BNP Paribas Arbitrage, SA | 3,411 | $99.2K | 0.00% | −9,109−72.8% | Reduced |
| Signaturefd, LLC | 3,456 | $100.5K | 0.00% | +125+3.8% | Added |
| S.A. Mason LLC | 3,500 | $101.7K | 0.03% | +3,500 | New |
| Versant Capital Management, Inc | 3,618 | $105.2K | 0.01% | +1,277+54.5% | Added |
| Clearstead Advisors, LLC | 3,676 | $106.9K | 0.00% | +19+0.5% | Added |
| Public Employees Retirement System of Ohio | 3,869 | $112.5K | 0.00% | +339+9.6% | Added |
| Barclays PLC | 4,057 | $117.9K | 0.00% | −151,007−97.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,564 | $190.8K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,879 | $200.0K | 0.04% | +6,879 | New |
| Optivise Advisory Services LLC | 6,905 | $200.7K | 0.10% | +6,905 | New |
| Blueshift Asset Management, LLC | 6,913 | $201.0K | 0.05% | −42,365−86.0% | Reduced |
| New York State Common Retirement Fund | 7,201 | $209.3K | 0.00% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 7,383 | $214.6K | 0.07% | +7,383 | New |
| Virtu Financial LLC | 7,403 | $215.0K | 0.01% | +7,403 | New |
| Brighton Jones LLC | 7,440 | $216.3K | 0.00% | +7,440 | New |
| Capstone Financial Advisors, Inc. | 8,000 | $232.6K | 0.01% | −2,000−20.0% | Reduced |
| CAPROCK Group, Inc. | 8,184 | $237.9K | 0.00% | −10,659−56.6% | Reduced |
| AE Wealth Management LLC | 8,490 | $246.8K | 0.00% | +8,490 | New |
| Winton Group Ltd | 8,500 | $247.1K | 0.01% | +8,500 | New |
| Pallas Capital Advisors LLC | 8,516 | $247.6K | 0.01% | +8,516 | New |
| Raymond James Financial Inc | 8,551 | $248.6K | 0.00% | +8,551 | New |
| SEI Investments Co | 9,508 | $276.5K | 0.00% | −24,129−71.7% | Reduced |
| Quantbot Technologies LP | 9,578 | $278.4K | 0.01% | +9,578 | New |
| Legal & General Group Plc | 9,705 | $282.1K | 0.00% | +7,575+355.6% | Added |
| Group One Trading, L.P. | 9,796 | $284.8K | 0.01% | +3,106+46.4% | Added |
| Merit Financial Group, LLC | 10,050 | $292.2K | 0.00% | +10,050 | New |
| Massachusetts Financial Services Co | 10,407 | $302.5K | 0.00% | +10,407 | New |
| Sterling Capital Management LLC | 10,761 | $312.8K | 0.01% | +10,002+1,317.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,767 | $313.0K | 0.00% | −260−2.4% | Reduced |
| Colony Group, LLC | 11,024 | $320.5K | 0.00% | +11,024 | New |
| Diversified Trust Co | 11,796 | $342.9K | 0.01% | +11,796 | New |
| Wellington Shields Capital Management, LLC | 11,800 | $343.0K | 0.04% | 00.0% | Unchanged |
| Vident Advisory, LLC | 12,304 | $357.7K | 0.00% | −439−3.4% | Reduced |
| Fox Run Management, L.L.C. | 12,315 | $358.0K | 0.06% | −15,680−56.0% | Reduced |
| Hancock Whitney Corp | 12,429 | $361.3K | 0.01% | −215−1.7% | Reduced |