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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 12,429 | $361.3K | 0.01% | −215−1.7% | Reduced |
| Fox Run Management, L.L.C. | 12,315 | $358.0K | 0.06% | −15,680−56.0% | Reduced |
| Vident Advisory, LLC | 12,304 | $357.7K | 0.00% | −439−3.4% | Reduced |
| Wellington Shields Capital Management, LLC | 11,800 | $343.0K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 11,796 | $342.9K | 0.01% | +11,796 | New |
| Colony Group, LLC | 11,024 | $320.5K | 0.00% | +11,024 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 10,767 | $313.0K | 0.00% | −260−2.4% | Reduced |
| Sterling Capital Management LLC | 10,761 | $312.8K | 0.01% | +10,002+1,317.8% | Added |
| Massachusetts Financial Services Co | 10,407 | $302.5K | 0.00% | +10,407 | New |
| Merit Financial Group, LLC | 10,050 | $292.2K | 0.00% | +10,050 | New |
| Group One Trading, L.P. | 9,796 | $284.8K | 0.01% | +3,106+46.4% | Added |
| Legal & General Group Plc | 9,705 | $282.1K | 0.00% | +7,575+355.6% | Added |
| Quantbot Technologies LP | 9,578 | $278.4K | 0.01% | +9,578 | New |
| SEI Investments Co | 9,508 | $276.5K | 0.00% | −24,129−71.7% | Reduced |
| Raymond James Financial Inc | 8,551 | $248.6K | 0.00% | +8,551 | New |
| Pallas Capital Advisors LLC | 8,516 | $247.6K | 0.01% | +8,516 | New |
| Winton Group Ltd | 8,500 | $247.1K | 0.01% | +8,500 | New |
| AE Wealth Management LLC | 8,490 | $246.8K | 0.00% | +8,490 | New |
| CAPROCK Group, Inc. | 8,184 | $237.9K | 0.00% | −10,659−56.6% | Reduced |
| Capstone Financial Advisors, Inc. | 8,000 | $232.6K | 0.01% | −2,000−20.0% | Reduced |
| Brighton Jones LLC | 7,440 | $216.3K | 0.00% | +7,440 | New |
| Virtu Financial LLC | 7,403 | $215.0K | 0.01% | +7,403 | New |
| Caerus Investment Advisors, LLC | 7,383 | $214.6K | 0.07% | +7,383 | New |
| New York State Common Retirement Fund | 7,201 | $209.3K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 6,913 | $201.0K | 0.05% | −42,365−86.0% | Reduced |
| Optivise Advisory Services LLC | 6,905 | $200.7K | 0.10% | +6,905 | New |
| Dynamic Technology Lab Private Ltd | 6,879 | $200.0K | 0.04% | +6,879 | New |
| Police & Firemen's Retirement System of New Jersey | 6,564 | $190.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,057 | $117.9K | 0.00% | −151,007−97.4% | Reduced |
| Public Employees Retirement System of Ohio | 3,869 | $112.5K | 0.00% | +339+9.6% | Added |
| Clearstead Advisors, LLC | 3,676 | $106.9K | 0.00% | +19+0.5% | Added |
| Versant Capital Management, Inc | 3,618 | $105.2K | 0.01% | +1,277+54.5% | Added |
| S.A. Mason LLC | 3,500 | $101.7K | 0.03% | +3,500 | New |
| Signaturefd, LLC | 3,456 | $100.5K | 0.00% | +125+3.8% | Added |
| BNP Paribas Arbitrage, SA | 3,411 | $99.2K | 0.00% | −9,109−72.8% | Reduced |
| Advisor Group Holdings, Inc. | 3,007 | $87.4K | 0.00% | +2,006+200.4% | Added |
| State of Wyoming | 2,981 | $86.7K | 0.01% | +2,981 | New |
| Public Employees Retirement Association of Colorado | 2,662 | $77.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,589 | $75.3K | 0.00% | +1,520+142.2% | Added |
| Ameritas Investment Partners, Inc. | 1,914 | $55.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,753 | $51.0K | 0.00% | +70+4.2% | Added |
| Simplex Trading, LLC | 1,734 | $50.4K | 0.00% | −1,304−42.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,645 | $47.8K | 0.00% | +55+3.5% | Added |
| GAMMA Investing LLC | 1,606 | $46.7K | 0.00% | −122−7.1% | Reduced |
| Essential Partners LLC | 1,499 | $43.6K | 0.02% | +263+21.3% | Added |
| IFP Advisors, Inc | 1,230 | $35.8K | 0.00% | +676+122.0% | Added |
| Optiver Holding B.V. | 1,107 | $32.2K | 0.00% | +608+121.8% | Added |
| Tower Research Capital LLC (TRC) | 1,104 | $32.1K | 0.00% | −116−9.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,082 | $31.5K | 0.00% | −100−8.5% | Reduced |
| State of Alaska, Department of Revenue | 1,075 | $31.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,051 | $30.6K | 0.00% | +41+4.1% | Added |
| Meeder Asset Management Inc | 1,010 | $29.4K | 0.00% | +1,010 | New |
| 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 |
| Rothschild Investment LLC | 805 | $23.4K | 0.00% | +104+14.8% | Added |
| Farther Finance Advisors, LLC | 799 | $23.2K | 0.00% | +397+98.8% | Added |
| Hazlett, Burt & Watson, Inc. | 740 | $22.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 605 | $17.6K | 0.01% | −100−14.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 545 | $15.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 508 | $14.8K | 0.00% | +257+102.4% | Added |
| Strategic Investment Solutions, Inc. | 400 | $11.6K | 0.00% | +400 | New |
| Parallel Advisors, LLC | 338 | $9.83K | 0.00% | +31+10.1% | Added |
| California State Teachers Retirement System | 321 | $9.33K | 0.00% | −919−74.1% | Reduced |
| Hickory Point Bank & Trust | 300 | $8.72K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 201 | $5.84K | 0.00% | −10,887−98.2% | Reduced |
| 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 |
| Harbour Investments, Inc. | 185 | $5.38K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 162 | $4.71K | 0.00% | +147+980.0% | Added |
| Los Angeles Capital Management LLC | 127 | $3.69K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 119 | $3.46K | 0.00% | +119 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 106 | $3.08K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 103 | $2.99K | 0.00% | +103 | New |
| Private Trust Co NA | 86 | $2.50K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 76 | $2.16K | 0.00% | −24−24.0% | Reduced |
| Fortitude Family Office, LLC | 45 | $1.31K | 0.00% | +45 | New |
| Sittner & Nelson, LLC | 40 | $1.16K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 40 | $1.16K | 0.00% | +40 | New |
| Parkside Financial Bank & Trust | 35 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $1.00K | 0.00% | +13+260.0% | Added |
| Atlantic Trust, LLC | 33 | $960 | 0.00% | −14−29.8% | Reduced |
| Fifth Third Bancorp | 22 | $640 | 0.00% | −22−50.0% | Reduced |
| Financial Consulate, Inc | 22 | $640 | 0.00% | +22 | New |
| UBS Asset Management Americas Inc | 20 | $581 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 19 | $552 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 17 | $495 | 0.00% | +11+183.3% | Added |
| UMA Financial Services, Inc. | 14 | $407 | 0.00% | +14 | New |
| Asset Dedication, LLC | 12 | $349 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 7 | $203 | 0.00% | −10−58.8% | Reduced |
| Ameritas Advisory Services, LLC | 7 | $203 | 0.00% | +7 | New |
| Global Retirement Partners, LLC | 6 | $174 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 5 | $146 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $145 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4 | $115 | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 3 | $87 | 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 |
| North Star Investment Management Corp. | 1 | $29 | 0.00% | 00.0% | Unchanged |