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 |
|---|---|---|---|---|---|
| Rubric Capital Management LP | 0 | $0 | 0.00% | −366,226−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −257,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −223,397−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100,665−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −97,659−100.0% | Sold out |
| Seven Six Capital Management, LLC | 0 | $0 | 0.00% | −76,200−100.0% | Sold out |
| CM Management, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −54,617−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −12,361−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −40,862−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −34,200−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −32,150−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −32,135−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −25,457−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −15,464−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,382−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −14,229−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −13,606−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,879−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −10,855−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −10,626−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −10,550−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,754−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −434−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |