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。
2026 年第 1 季 13F 持有人
Helen of Troy Ltd 在 2026/3/31 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
- 188
- 較 2025 年第 4 季 −3 家
- 持有股數
- 2,112 萬
- 較 2025 年第 4 季 +22.8 萬 (+1.1%)
- 總市值
- $3.05 億
- 較 2025 年第 4 季 −$1.39 億 (−31.3%)
- 新進機構
- 41
- 另有 63 家加碼
- 清倉機構
- 44
- 另有 59 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,745,908 | $2,518 萬 | 0.00% | −15,398−0.9% | 減碼 |
| RWWM, Inc. | 1,173,829 | $1,693 萬 | 1.24% | +541,689+85.7% | 加碼 |
| Vanguard Capital Management LLC | 1,006,864 | $1,452 萬 | 0.00% | +1,006,864 | 新進 |
| Paradigm Capital Management Inc | 927,100 | $1,337 萬 | 0.51% | +362,900+64.3% | 加碼 |
| Charles Schwab Investment Management Inc | 924,012 | $1,332 萬 | 0.00% | +42,668+4.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 764,301 | $1,102 萬 | 0.01% | +15,518+2.1% | 加碼 |
| Pzena Investment Management LLC | 761,173 | $1,098 萬 | 0.04% | −186,395−19.7% | 減碼 |
| AQR Capital Management LLC | 762,771 | $1,085 萬 | 0.00% | +585,479+330.2% | 加碼 |
| Wellington Management Group LLP | 730,888 | $1,054 萬 | 0.00% | −26,021−3.4% | 減碼 |
| Invenomic Capital Management LP | 649,459 | $936.5 萬 | 0.43% | +56,149+9.5% | 加碼 |
| Ameriprise Financial Inc | 640,356 | $923.4 萬 | 0.00% | −144,512−18.4% | 減碼 |
| CastleKnight Management LP | 629,700 | $908.0 萬 | 0.42% | +161,400+34.5% | 加碼 |
| Bank of America Corp | 606,798 | $875.0 萬 | 0.00% | −41,750−6.4% | 減碼 |
| Geode Capital Management, LLC | 578,350 | $834.2 萬 | 0.00% | +21,119+3.8% | 加碼 |
| State Street Corp | 515,647 | $743.6 萬 | 0.00% | +27,131+5.6% | 加碼 |
| Dimensional Fund Advisors LP | 498,745 | $719.2 萬 | 0.00% | −201,859−28.8% | 減碼 |
| Goldman Sachs Group Inc | 491,774 | $709.1 萬 | 0.00% | −19,856−3.9% | 減碼 |
| Federated Hermes, Inc. | 460,762 | $664.4 萬 | 0.01% | +186,869+68.2% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 395,885 | $570.9 萬 | 0.02% | +3,220+0.8% | 加碼 |
| Rubric Capital Management LP | 366,226 | $528.1 萬 | 0.06% | +109,289+42.5% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 356,111 | $513.5 萬 | 0.51% | +245,820+222.9% | 加碼 |
| Vanguard Portfolio Management LLC | 332,593 | $479.6 萬 | 0.00% | +332,593 | 新進 |
| Morgan Stanley | 280,804 | $404.9 萬 | 0.00% | −93,769−25.0% | 減碼 |
| Balyasny Asset Management LLC | 257,000 | $370.6 萬 | 0.01% | +177,931+225.0% | 加碼 |
| Earnest Partners LLC | 237,641 | $342.7 萬 | 0.01% | −24,993−9.5% | 減碼 |
| Marshall Wace, LLP | 223,397 | $322.1 萬 | 0.00% | +67,304+43.1% | 加碼 |
| Northern Trust Corp | 190,031 | $274.0 萬 | 0.00% | −282−0.1% | 減碼 |
| JPMorgan Chase & Co | 192,769 | $270.1 萬 | 0.00% | +10,644+5.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 179,500 | $258.8 萬 | 0.00% | −51,891−22.4% | 減碼 |
| Engineers Gate Manager LP | 174,000 | $250.9 萬 | 0.03% | +114,546+192.7% | 加碼 |
| Envestnet Asset Management Inc | 169,869 | $245.0 萬 | 0.00% | +4,905+3.0% | 加碼 |
| Vanguard Fiduciary Trust Co | 156,238 | $225.3 萬 | 0.00% | +156,238 | 新進 |
| Barclays PLC | 155,064 | $223.6 萬 | 0.00% | +40,515+35.4% | 加碼 |
| Millennium Management LLC | 143,463 | $206.9 萬 | 0.00% | −905,918−86.3% | 減碼 |
| Wells Fargo & Company | 142,297 | $205.2 萬 | 0.00% | +4,953+3.6% | 加碼 |
| HSBC Holdings PLC | 137,389 | $193.6 萬 | 0.00% | +137,389 | 新進 |
| Trexquant Investment LP | 133,448 | $192.4 萬 | 0.01% | +133,448 | 新進 |
| Vanguard Global Advisers, LLC | 126,139 | $181.9 萬 | 0.00% | +126,139 | 新進 |
| Jacobs Levy Equity Management, Inc | 116,595 | $168.1 萬 | 0.01% | −133,047−53.3% | 減碼 |
| Aquatic Capital Management LLC | 100,665 | $145.2 萬 | 0.04% | +82,116+442.7% | 加碼 |
| Landscape Capital Management, L.L.C. | 97,659 | $140.8 萬 | 0.09% | +97,659 | 新進 |
| Gladstone Institutional Advisory LLC | 92,233 | $133.0 萬 | 0.05% | +5,990+6.9% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 80,955 | $116.7 萬 | 0.02% | −22,030−21.4% | 減碼 |
| Pinnacle Holdings, LLC | 80,274 | $115.8 萬 | 0.37% | +12,288+18.1% | 加碼 |
| Bank of New York Mellon Corp | 80,184 | $115.6 萬 | 0.00% | −842−1.0% | 減碼 |
| Nomura Holdings Inc | 79,884 | $115.2 萬 | 0.01% | +79,884 | 新進 |
| Invesco Ltd. | 79,748 | $115.0 萬 | 0.00% | −32,743−29.1% | 減碼 |
| Seven Six Capital Management, LLC | 76,200 | $109.9 萬 | 1.18% | +29,000+61.4% | 加碼 |
| Creative Planning | 73,705 | $106.3 萬 | 0.00% | +46,617+172.1% | 加碼 |
| LSV Asset Management | 73,092 | $105.4 萬 | 0.00% | 00.0% | 不變 |
| CM Management, LLC | 70,000 | $100.9 萬 | 0.84% | +55,000+366.7% | 加碼 |
| UBS Group AG | 68,650 | $99.0 萬 | 0.00% | −548,342−88.9% | 減碼 |
| American Century Companies Inc | 67,812 | $97.8 萬 | 0.00% | +20,850+44.4% | 加碼 |
| Jump Financial, LLC | 62,553 | $90.2 萬 | 0.01% | +20,696+49.4% | 加碼 |
| Pacific Ridge Capital Partners, LLC | 57,380 | $82.7 萬 | 0.18% | +6,844+13.5% | 加碼 |
| Nuveen, LLC | 56,532 | $81.5 萬 | 0.00% | +308+0.5% | 加碼 |
| Russell Investments Group, Ltd. | 56,178 | $81.0 萬 | 0.00% | −1,010−1.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 54,617 | $78.8 萬 | 0.00% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 52,693 | $76.0 萬 | 0.00% | +21,435+68.6% | 加碼 |
| Man Group plc | 50,302 | $72.5 萬 | 0.00% | +25,460+102.5% | 加碼 |
| Blueshift Asset Management, LLC | 49,278 | $71.1 萬 | 0.22% | +32,768+198.5% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 12,361 | $66.1 萬 | 0.22% | −11,357−47.9% | 減碼 |
| Quantinno Capital Management LP | 45,465 | $65.6 萬 | 0.00% | +8,379+22.6% | 加碼 |
| Jane Street Group, LLC | 40,862 | $58.9 萬 | 0.00% | −248,078−85.9% | 減碼 |
| Mork Capital Management, LLC | 40,000 | $57.7 萬 | 0.41% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 39,739 | $57.4 萬 | 0.00% | +5,781+17.0% | 加碼 |
| Renaissance Technologies LLC | 39,610 | $57.1 萬 | 0.00% | +39,610 | 新進 |
| Gsa Capital Partners LLP | 38,108 | $55.0 萬 | 0.03% | +22,022+136.9% | 加碼 |
| Citadel Advisors LLC | 37,187 | $53.6 萬 | 0.00% | −186,333−83.4% | 減碼 |
| CWM Advisors, LLC | 36,282 | $52.3 萬 | 0.03% | +14,255+64.7% | 加碼 |
| Clark Estates Inc | 34,200 | $49.3 萬 | 0.12% | 00.0% | 不變 |
| SEI Investments Co | 33,637 | $48.5 萬 | 0.00% | −10,708−24.1% | 減碼 |
| Ieq Capital, LLC | 33,543 | $48.4 萬 | 0.00% | +33,543 | 新進 |
| Cetera Investment Advisers | 32,787 | $47.3 萬 | 0.00% | +2,709+9.0% | 加碼 |
| EntryPoint Capital, LLC | 32,150 | $46.4 萬 | 0.14% | +32,150 | 新進 |
| IMC-Chicago, LLC | 32,135 | $46.3 萬 | 0.01% | −1,109−3.3% | 減碼 |
| Rhumbline Advisers | 30,950 | $44.6 萬 | 0.00% | −49−0.2% | 減碼 |
| Cerity Partners LLC | 29,934 | $43.2 萬 | 0.00% | +29,934 | 新進 |
| SummerHaven Investment Management, LLC | 28,366 | $40.9 萬 | 0.25% | −7,121−20.1% | 減碼 |
| Fox Run Management, L.L.C. | 27,995 | $39.2 萬 | 0.07% | +27,995 | 新進 |
| ExodusPoint Capital Management, LP | 25,457 | $36.7 萬 | 0.00% | −21,663−46.0% | 減碼 |
| Deutsche Bank AG | 23,503 | $33.9 萬 | 0.00% | +2,163+10.1% | 加碼 |
| KLP Kapitalforvaltning AS | 22,800 | $32.9 萬 | 0.00% | 00.0% | 不變 |
| Acadian Asset Management LLC | 21,033 | $30.3 萬 | 0.00% | +5,560+35.9% | 加碼 |
| Alliancebernstein L.P. | 13,946 | $29.6 萬 | 0.00% | 00.0% | 不變 |
| Hancock Whitney Corp | 12,644 | $29.3 萬 | 0.01% | +926+7.9% | 加碼 |
| Empirical Asset Management, LLC | 20,240 | $29.2 萬 | 0.08% | −304−1.5% | 減碼 |
| CWM, LLC | 19,327 | $27.9 萬 | 0.00% | +16,485+580.0% | 加碼 |
| CAPROCK Group, Inc. | 18,843 | $27.2 萬 | 0.01% | +18,843 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 17,131 | $25.0 萬 | 0.00% | +17,131 | 新進 |
| Robeco Institutional Asset Management B.V. | 16,967 | $24.5 萬 | 0.00% | 00.0% | 不變 |
| Franklin Resources Inc | 15,765 | $22.7 萬 | 0.00% | −128,974−89.1% | 減碼 |
| Mercer Global Advisors Inc | 15,679 | $22.6 萬 | 0.00% | +15,679 | 新進 |
| Exchange Traded Concepts, LLC | 15,464 | $22.3 萬 | 0.00% | +3,101+25.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 15,645 | $22.3 萬 | 0.00% | +686+4.6% | 加碼 |
| Quadrature Capital Ltd | 14,382 | $20.7 萬 | 0.00% | +14,382 | 新進 |
| Brevan Howard Capital Management LP | 14,229 | $20.5 萬 | 0.00% | +14,229 | 新進 |
| Atom Investors LP | 13,606 | $19.6 萬 | 0.01% | +13,606 | 新進 |
| Vident Advisory, LLC | 12,743 | $18.4 萬 | 0.00% | +12,743 | 新進 |
| BNP Paribas Arbitrage, SA | 12,520 | $18.1 萬 | 0.00% | −4,252−25.4% | 減碼 |