Helen of Troy Ltd
HELE- 交易所
- Nasdaq
- 產業
- Electric Housewares & Fans
- SEC CIK
- 0000916789
近 90 天，Helen of Troy Ltd 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 200 家機構在 13F 申報持有，市值合計 $6.50 億；沒有大師持有。
2021 年第 4 季 13F 持有人
Helen of Troy Ltd 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 291
- 較 2021 年第 3 季 +11 家
- 持有股數
- 2,531 萬
- 較 2021 年第 3 季 −27.1 萬 (−1.1%)
- 總市值
- $61.8 億
- 較 2021 年第 3 季 +$4.38 億 (+7.6%)
- 新進機構
- 28
- 另有 105 家加碼
- 清倉機構
- 17
- 另有 98 家減碼
另有 1 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 HELE 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 200 | $6.50 億 |
| 2026 年第 1 季 | 188 | $3.05 億 |
| 2025 年第 4 季 | 193 | $4.76 億 |
| 2025 年第 3 季 | 207 | $5.79 億 |
| 2025 年第 2 季 | 211 | $6.77 億 |
| 2025 年第 1 季 | 230 | $12.8 億 |
| 2024 年第 4 季 | 242 | $14.4 億 |
| 2024 年第 3 季 | 245 | $14.9 億 |
| 2024 年第 2 季 | 255 | $22.8 億 |
| 2024 年第 1 季 | 273 | $29.9 億 |
| 2023 年第 4 季 | 262 | $32.0 億 |
| 2023 年第 3 季 | 250 | $31.8 億 |
| 2023 年第 2 季 | 248 | $30.7 億 |
| 2023 年第 1 季 | 249 | $26.8 億 |
| 2022 年第 4 季 | 246 | $28.4 億 |
| 2022 年第 3 季 | 257 | $23.2 億 |
| 2022 年第 2 季 | 297 | $40.6 億 |
| 2022 年第 1 季 | 278 | $49.4 億 |
| 2021 年第 4 季 | 291 | $61.8 億 |
| 2021 年第 3 季 | 281 | $57.5 億 |
| 2021 年第 2 季 | 288 | $57.3 億 |
| 2021 年第 1 季 | 323 | $55.5 億 |
2021 年第 4 季持有機構
每家機構持有 Helen of Troy Ltd 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,576,360 | $6.30 億 | 0.02% | +23,720+0.9% | 加碼 |
| Vanguard Group Inc | 2,293,075 | $5.61 億 | 0.01% | +13,024+0.6% | 加碼 |
| FMR LLC | 1,938,383 | $4.74 億 | 0.03% | −209,252−9.7% | 減碼 |
| Capital Research Global Investors | 1,599,132 | $3.91 億 | 0.09% | −166,442−9.4% | 減碼 |
| Capital International Investors | 1,416,328 | $3.46 億 | 0.07% | +388,569+37.8% | 加碼 |
| JPMorgan Chase & Co | 1,378,747 | $3.37 億 | 0.04% | +95,539+7.4% | 加碼 |
| Cooke & Bieler LP | 1,358,991 | $3.32 億 | 2.86% | +7,980+0.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,075,886 | $2.63 億 | 0.29% | +1,075,886 | 新進 |
| Capital World Investors | 781,000 | $1.91 億 | 0.03% | +61,000+8.5% | 加碼 |
| State Street Corp | 742,742 | $1.82 億 | 0.01% | +14,315+2.0% | 加碼 |
| Dimensional Fund Advisors LP | 611,350 | $1.49 億 | 0.05% | −11,120−1.8% | 減碼 |
| Janus Henderson Group PLC | 536,470 | $1.31 億 | 0.05% | +2,473+0.5% | 加碼 |
| William Blair Investment Management, LLC | 455,407 | $1.11 億 | 0.30% | −330,882−42.1% | 減碼 |
| Fisher Asset Management, LLC | 433,905 | $1.06 億 | 0.06% | −10,865−2.4% | 減碼 |
| Geode Capital Management, LLC | 429,685 | $1.05 億 | 0.01% | +9,570+2.3% | 加碼 |
| Snyder Capital Management L P | 404,302 | $9,884 萬 | 2.39% | +424+0.1% | 加碼 |
| Victory Capital Management Inc | 349,544 | $8,545 萬 | 0.08% | −45,628−11.5% | 減碼 |
| Northern Trust Corp | 343,655 | $8,401 萬 | 0.01% | −5,515−1.6% | 減碼 |
| Macquarie Group Ltd | 304,694 | $7,449 萬 | 0.06% | −5,065−1.6% | 減碼 |
| Bank of New York Mellon Corp | 291,740 | $7,132 萬 | 0.01% | −4,951−1.7% | 減碼 |
| Charles Schwab Investment Management Inc | 283,543 | $6,932 萬 | 0.02% | +4,547+1.6% | 加碼 |
| Neumeier Poma Investment Counsel LLC | 253,688 | $6,202 萬 | 3.46% | +2,600+1.0% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 205,714 | $5,029 萬 | 0.29% | +6,643+3.3% | 加碼 |
| Bank of America Corp | 177,221 | $4,333 萬 | 0.00% | +1,792+1.0% | 加碼 |
| Lord, Abbett & Co. LLC | 175,805 | $4,298 萬 | 0.10% | +33,762+23.8% | 加碼 |
| Norges Bank | 171,768 | $4,199 萬 | 0.01% | +42,854+33.2% | 加碼 |
| Price T Rowe Associates Inc | 164,830 | $4,030 萬 | 0.00% | −96,018−36.8% | 減碼 |
| Loomis Sayles & Co L P | 163,102 | $3,987 萬 | 0.05% | −55,731−25.5% | 減碼 |
| Goldman Sachs Group Inc | 152,414 | $3,726 萬 | 0.01% | +30,465+25.0% | 加碼 |
| Anchor Capital Advisors LLC | 150,780 | $3,686 萬 | 0.73% | −1,861−1.2% | 減碼 |
| FIL Ltd | 148,487 | $3,630 萬 | 0.04% | 00.0% | 不變 |
| Boston Trust Walden Corp | 135,360 | $3,309 萬 | 0.27% | −160.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 118,468 | $2,896 萬 | 0.12% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 115,386 | $2,821 萬 | 0.24% | −217−0.2% | 減碼 |
| Cardinal Capital Management LLC | 110,187 | $2,694 萬 | 0.64% | −369−0.3% | 減碼 |
| Brown Advisory Inc | 104,213 | $2,548 萬 | 0.03% | −21,344−17.0% | 減碼 |
| Nuveen Asset Management, LLC | 94,443 | $2,309 萬 | 0.01% | −5,784−5.8% | 減碼 |
| Point72 Asset Management, L.P. | 90,300 | $2,208 萬 | 0.10% | +25,100+38.5% | 加碼 |
| Wells Fargo & Company | 89,098 | $2,178 萬 | 0.01% | −1,066,591−92.3% | 減碼 |
| Morgan Stanley | 85,052 | $2,079 萬 | 0.00% | −14,175−14.3% | 減碼 |
| Principal Financial Group Inc | 84,473 | $2,065 萬 | 0.01% | −2,019−2.3% | 減碼 |
| Systematic Financial Management LP | 84,125 | $2,057 萬 | 0.61% | −5,925−6.6% | 減碼 |
| Wedge Capital Management L L P | 81,426 | $1,991 萬 | 0.25% | −6,481−7.4% | 減碼 |
| Creative Planning | 79,094 | $1,934 萬 | 0.03% | +170.0% | 加碼 |
| British Columbia Investment Management Corp | 73,500 | $1,797 萬 | 0.10% | 00.0% | 不變 |
| Rhumbline Advisers | 72,345 | $1,769 萬 | 0.02% | +501+0.7% | 加碼 |
| WCM Investment Management, LLC | 71,156 | $1,740 萬 | 0.04% | +6,699+10.4% | 加碼 |
| Lazard Asset Management LLC | 65,074 | $1,591 萬 | 0.02% | −22,239−25.5% | 減碼 |
| Eagle Asset Management Inc | 64,869 | $1,576 萬 | 0.07% | −5,429−7.7% | 減碼 |
| UBS Asset Management Americas Inc | 59,212 | $1,448 萬 | 0.01% | −657−1.1% | 減碼 |
| Parametric Portfolio Associates LLC | 59,157 | $1,446 萬 | 0.01% | +470+0.8% | 加碼 |
| Glenmede Trust Co NA | 59,116 | $1,445 萬 | 0.07% | −71−0.1% | 減碼 |
| Alliancebernstein L.P. | 58,794 | $1,437 萬 | 0.01% | +132+0.2% | 加碼 |
| Legal & General Group Plc | 58,423 | $1,428 萬 | 0.00% | −232−0.4% | 減碼 |
| Polen Capital Management LLC | 57,592 | $1,408 萬 | 0.02% | +11,347+24.5% | 加碼 |
| Invesco Ltd. | 54,920 | $1,343 萬 | 0.00% | −14,007−20.3% | 減碼 |
| Ameriprise Financial Inc | 54,897 | $1,342 萬 | 0.00% | −1,049−1.9% | 減碼 |
| Kennedy Capital Management, Inc. | 54,512 | $1,333 萬 | 0.28% | +9,664+21.5% | 加碼 |
| Russell Investments Group, Ltd. | 54,509 | $1,332 萬 | 0.02% | −91−0.2% | 減碼 |
| California Public Employees Retirement System | 53,772 | $1,315 萬 | 0.01% | −1,393−2.5% | 減碼 |
| American International Group, Inc. | 53,355 | $1,304 萬 | 0.07% | −1,075−2.0% | 減碼 |
| Swiss National Bank | 53,000 | $1,296 萬 | 0.01% | −1,000−1.9% | 減碼 |
| Bridgewater Associates, LP | 50,032 | $1,223 萬 | 0.07% | +3,521+7.6% | 加碼 |
| Voya Investment Management LLC | 48,692 | $1,190 萬 | 0.02% | +39,256+416.0% | 加碼 |
| Balyasny Asset Management LLC | 47,272 | $1,156 萬 | 0.05% | −21,441−31.2% | 減碼 |
| Royal Bank of Canada | 46,551 | $1,138 萬 | 0.00% | −8,766−15.8% | 減碼 |
| Deutsche Bank AG | 43,090 | $1,054 萬 | 0.00% | +548+1.3% | 加碼 |
| Ziegler Capital Management, LLC | 42,989 | $1,051 萬 | 0.38% | +8,604+25.0% | 加碼 |
| Man Group plc | 40,955 | $1,001 萬 | 0.03% | +12,257+42.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 38,843 | $949.6 萬 | 0.01% | −614−1.6% | 減碼 |
| Barclays PLC | 33,941 | $829.7 萬 | 0.01% | +3,619+11.9% | 加碼 |
| California State Teachers Retirement System | 33,488 | $818.7 萬 | 0.01% | +418+1.3% | 加碼 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 32,018 | $782.7 萬 | 0.86% | −6,810−17.5% | 減碼 |
| Retirement Systems of Alabama | 31,594 | $772.4 萬 | 0.03% | −41,809−57.0% | 減碼 |
| Comerica Bank | 35,601 | $760.9 萬 | 0.06% | −160.0% | 減碼 |
| New York State Teachers Retirement System | 26,791 | $655.0 萬 | 0.01% | +2,442+10.0% | 加碼 |
| Amundi | 27,732 | $632.6 萬 | 0.00% | −565−2.0% | 減碼 |
| Neuberger Berman Group LLC | 25,056 | $603.1 萬 | 0.00% | +5,861+30.5% | 加碼 |
| LPL Financial LLC | 24,531 | $599.7 萬 | 0.01% | −37−0.2% | 減碼 |
| James Investment Research Inc | 23,352 | $570.9 萬 | 0.52% | −379−1.6% | 減碼 |
| EULAV Asset Management | 23,000 | $562.8 萬 | 0.14% | 00.0% | 不變 |
| Advantage Alpha Capital Partners LP | 22,419 | $548.1 萬 | 0.78% | +22,419 | 新進 |
| Mutual of America Capital Management LLC | 21,577 | $527.5 萬 | 0.05% | +325+1.5% | 加碼 |
| UBS Group AG | 21,279 | $520.2 萬 | 0.00% | +10,778+102.6% | 加碼 |
| Credit Suisse AG | 20,899 | $510.8 萬 | 0.00% | −2,286−9.9% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 20,369 | $498.0 萬 | 1.18% | +488+2.5% | 加碼 |
| MetLife Investment Management | 20,056 | $490.3 萬 | 0.04% | +115+0.6% | 加碼 |
| Argent Capital Management LLC | 19,462 | $475.8 萬 | 0.14% | +271+1.4% | 加碼 |
| Tudor Investment Corp Et Al | 19,241 | $470.4 萬 | 0.09% | +12,148+171.3% | 加碼 |
| Castleark Management LLC | 18,660 | $456.2 萬 | 0.17% | +13,550+265.2% | 加碼 |
| SG Americas Securities, LLC | 18,253 | $446.2 萬 | 0.03% | +5,542+43.6% | 加碼 |
| Texas Permanent School Fund | 17,472 | $427.1 萬 | 0.05% | −355−2.0% | 減碼 |
| New York State Common Retirement Fund | 17,395 | $425.3 萬 | 0.00% | +41+0.2% | 加碼 |
| Amalgamated Bank | 17,185 | $420.1 萬 | 0.03% | +78+0.5% | 加碼 |
| Raymond James & Associates | 16,618 | $406.3 萬 | 0.00% | −902−5.1% | 減碼 |
| RMB Capital Management, LLC | 13,663 | $334.0 萬 | 0.10% | −30.0% | 減碼 |
| Citadel Advisors LLC | 13,581 | $332.1 萬 | 0.00% | +7,541+124.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 13,454 | $328.9 萬 | 0.01% | −1,192−8.1% | 減碼 |
| Capital International Inc | 13,267 | $324.3 萬 | 0.03% | 00.0% | 不變 |
| Aviva PLC | 12,987 | $317.5 萬 | 0.01% | −830−6.0% | 減碼 |