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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 25,846 | $372.7K | 0.00% | +11,900+85.3% | Added |
| MetLife Investment Management | 13,118 | $381.3K | 0.00% | +2,994+29.6% | Added |
| Captrust Financial Advisors | 13,287 | $386.3K | 0.00% | +13,287 | New |
| Counterpoint Mutual Funds LLC | 14,051 | $408.5K | 0.04% | +14,051 | New |
| Stifel Financial Corp | 14,480 | $420.9K | 0.00% | +14,480 | New |
| SRS Capital Advisors, Inc. | 14,740 | $428.5K | 0.00% | +14,556+7,910.9% | Added |
| Canada Pension Plan Investment Board | 16,200 | $470.9K | 0.00% | +4,800+42.1% | Added |
| Walleye Capital LLC | 16,927 | $492.1K | 0.00% | +16,782+11,573.8% | Added |
| Robeco Institutional Asset Management B.V. | 16,967 | $493.2K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 17,744 | $515.8K | 0.00% | −34,949−66.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 20,154 | $585.9K | 0.00% | +4,509+28.8% | Added |
| Empirical Asset Management, LLC | 20,740 | $602.9K | 0.14% | +500+2.5% | Added |
| XTX Topco Ltd | 21,222 | $616.9K | 0.01% | +21,222 | New |
| STRS Ohio | 21,400 | $622.1K | 0.00% | +11,200+109.8% | Added |
| Man Group plc | 21,543 | $626.3K | 0.00% | −28,759−57.2% | Reduced |
| KLP Kapitalforvaltning AS | 22,800 | $662.8K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 23,529 | $684.0K | 0.03% | −12,753−35.1% | Reduced |
| Royal Bank of Canada | 25,290 | $735.0K | 0.00% | +13,267+110.3% | Added |
| Boothbay Fund Management, LLC | 25,758 | $748.8K | 0.01% | +25,758 | New |
| Citigroup Inc | 25,835 | $751.0K | 0.00% | +20,189+357.6% | Added |
| SummerHaven Investment Management, LLC | 28,366 | $824.6K | 0.44% | 00.0% | Unchanged |
| Numerai GP LLC | 29,581 | $859.9K | 0.07% | +29,581 | New |
| Mercer Global Advisors Inc | 30,408 | $884.0K | 0.00% | +14,729+93.9% | Added |
| Victory Capital Management Inc | 31,477 | $915.0K | 0.00% | +31,477 | New |
| Rhumbline Advisers | 31,556 | $917.3K | 0.00% | +606+2.0% | Added |
| Deutsche Bank AG | 34,306 | $997.3K | 0.00% | +10,803+46.0% | Added |
| Jain Global LLC | 34,970 | $1.02M | 0.01% | +34,970 | New |
| Wealth Enhancement Advisory Services, LLC | 39,430 | $1.04M | 0.00% | +22,299+130.2% | Added |
| Cetera Investment Advisers | 38,162 | $1.11M | 0.00% | +5,375+16.4% | Added |
| Mork Capital Management, LLC | 40,000 | $1.16M | 0.74% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 42,237 | $1.23M | 0.00% | +42,237 | New |
| JPMorgan Chase & Co | 45,464 | $1.30M | 0.00% | −147,305−76.4% | Reduced |
| Price T Rowe Associates Inc | 46,555 | $1.35M | 0.00% | +6,816+17.2% | Added |
| Bridgeway Capital Management, LLC | 50,212 | $1.46M | 0.03% | +50,212 | New |
| Nuveen, LLC | 50,885 | $1.48M | 0.00% | −5,647−10.0% | Reduced |
| Nomura Holdings Inc | 51,893 | $1.51M | 0.01% | −27,991−35.0% | Reduced |
| Wedge Capital Management L L P | 52,687 | $1.53M | 0.03% | +52,687 | New |
| Pacific Ridge Capital Partners, LLC | 56,727 | $1.65M | 0.30% | −653−1.1% | Reduced |
| Quinn Opportunity Partners LLC | 57,413 | $1.67M | 0.08% | +57,413 | New |
| Empowered Funds, LLC | 58,005 | $1.69M | 0.01% | +58,005 | New |
| Susquehanna Portfolio Strategies, LLC | 58,013 | $1.69M | 0.03% | −22,942−28.3% | Reduced |
| Mariner, LLC | 58,314 | $1.70M | 0.00% | +58,314 | New |
| Y-Intercept (Hong Kong) Ltd | 61,610 | $1.79M | 0.04% | +61,610 | New |
| Cerity Partners LLC | 63,015 | $1.83M | 0.00% | +33,081+110.5% | Added |
| Quantinno Capital Management LP | 64,300 | $1.87M | 0.00% | +18,835+41.4% | Added |
| Engineers Gate Manager LP | 65,737 | $1.91M | 0.02% | −108,263−62.2% | Reduced |
| Citadel Advisors LLC | 68,583 | $1.99M | 0.00% | +31,396+84.4% | Added |
| LSV Asset Management | 73,092 | $2.13M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 73,420 | $2.13M | 0.00% | +69,179+1,631.2% | Added |
| Acadian Asset Management LLC | 76,653 | $2.22M | 0.00% | +55,620+264.4% | Added |
| Gladstone Institutional Advisory LLC | 78,189 | $2.27M | 0.07% | −14,044−15.2% | Reduced |
| Russell Investments Group, Ltd. | 79,959 | $2.32M | 0.00% | +23,781+42.3% | Added |
| Pinnacle Holdings, LLC | 80,606 | $2.34M | 0.72% | +332+0.4% | Added |
| Franklin Resources Inc | 86,544 | $2.52M | 0.00% | +70,779+449.0% | Added |
| Bank of New York Mellon Corp | 95,229 | $2.77M | 0.00% | +15,045+18.8% | Added |
| Creative Planning | 104,010 | $3.02M | 0.00% | +30,305+41.1% | Added |
| Jump Financial, LLC | 106,204 | $3.09M | 0.03% | +43,651+69.8% | Added |
| Gsa Capital Partners LLP | 110,865 | $3.22M | 0.20% | +72,757+190.9% | Added |
| Ieq Capital, LLC | 111,437 | $3.24M | 0.01% | +77,894+232.2% | Added |
| Invesco Ltd. | 111,966 | $3.25M | 0.00% | +32,218+40.4% | Added |
| UBS Group AG | 115,972 | $3.37M | 0.00% | +47,322+68.9% | Added |
| Vanguard Global Advisers, LLC | 118,432 | $3.44M | 0.00% | −7,707−6.1% | Reduced |
| Panagora Asset Management Inc | 147,072 | $4.28M | 0.01% | +147,072 | New |
| Trexquant Investment LP | 154,189 | $4.48M | 0.03% | +20,741+15.5% | Added |
| Vanguard Fiduciary Trust Co | 155,205 | $4.51M | 0.00% | −1,033−0.7% | Reduced |
| Pacer Advisors, Inc. | 156,976 | $4.56M | 0.01% | +156,976 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 179,500 | $5.22M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 195,808 | $5.69M | 0.00% | +53,511+37.6% | Added |
| Northern Trust Corp | 200,555 | $5.83M | 0.00% | +10,524+5.5% | Added |
| Renaissance Technologies LLC | 204,810 | $5.95M | 0.01% | +165,200+417.1% | Added |
| Envestnet Asset Management Inc | 207,731 | $6.04M | 0.00% | +37,862+22.3% | Added |
| Susquehanna International Group, LLP | 211,949 | $6.16M | 0.01% | +199,795+1,643.9% | Added |
| Jacobs Levy Equity Management, Inc | 213,294 | $6.20M | 0.02% | +96,699+82.9% | Added |
| Goldman Sachs Group Inc | 263,128 | $7.65M | 0.00% | −228,646−46.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 282,065 | $8.20M | 0.02% | −113,820−28.8% | Reduced |
| HSBC Holdings PLC | 297,763 | $8.51M | 0.00% | +160,374+116.7% | Added |
| Morgan Stanley | 325,752 | $9.47M | 0.00% | +44,948+16.0% | Added |
| Earnest Partners LLC | 338,312 | $9.83M | 0.04% | +100,671+42.4% | Added |
| Invenomic Capital Management LP | 357,451 | $10.4M | 0.62% | −292,008−45.0% | Reduced |
| Federated Hermes, Inc. | 358,224 | $10.4M | 0.01% | −102,538−22.3% | Reduced |
| Woodline Partners LP | 367,060 | $10.7M | 0.03% | +367,060 | New |
| Vanguard Portfolio Management LLC | 378,663 | $11.0M | 0.00% | +46,070+13.9% | Added |
| Prescott Group Capital Management, L.L.C. | 437,773 | $12.7M | 1.10% | +81,662+22.9% | Added |
| American Century Companies Inc | 461,325 | $13.4M | 0.01% | +393,513+580.3% | Added |
| RWWM, Inc. | 474,611 | $13.8M | 1.02% | −699,218−59.6% | Reduced |
| Paradigm Capital Management Inc | 488,000 | $14.2M | 0.39% | −439,100−47.4% | Reduced |
| State Street Corp | 526,239 | $15.3M | 0.00% | +10,592+2.1% | Added |
| CastleKnight Management LP | 569,900 | $16.6M | 0.60% | −59,800−9.5% | Reduced |
| Geode Capital Management, LLC | 613,277 | $17.8M | 0.00% | +34,927+6.0% | Added |
| Pzena Investment Management LLC | 676,577 | $19.7M | 0.06% | −84,596−11.1% | Reduced |
| Ameriprise Financial Inc | 678,837 | $19.7M | 0.00% | +38,481+6.0% | Added |
| Dimensional Fund Advisors LP | 692,821 | $20.1M | 0.00% | +194,076+38.9% | Added |
| Millennium Management LLC | 779,831 | $22.7M | 0.02% | +636,368+443.6% | Added |
| Charles Schwab Investment Management Inc | 802,085 | $23.3M | 0.00% | −121,927−13.2% | Reduced |
| Wellington Management Group LLP | 824,238 | $24.0M | 0.00% | +93,350+12.8% | Added |
| D. E. Shaw & Co., Inc. | 824,267 | $24.0M | 0.01% | +59,966+7.8% | Added |
| Bank of America Corp | 954,568 | $27.7M | 0.00% | +347,770+57.3% | Added |
| Vanguard Capital Management LLC | 993,527 | $28.9M | 0.00% | −13,337−1.3% | Reduced |
| AQR Capital Management LLC | 1,322,587 | $37.1M | 0.01% | +559,816+73.4% | Added |
| BlackRock, Inc. | 1,883,032 | $54.7M | 0.00% | +137,124+7.9% | Added |