Helen of TroyHELE
13F holders, Q1 2024 (March 31)273holders
9famous investors
$115.22avg. 13F price*
At the end of Q1 2024, 273 institutions reported holding Helen of Troy Ltd. (HELE) in their 13F filings. The largest holders were FMR LLC ($397.0M), BlackRock Inc. ($325.0M) and Vanguard Group Inc. ($277.0M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Helen of Troy Ltd.
- CUSIP
- G4388N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $27.0M |
| Exits | 23 | $20.3M |
Ownership 273 holders
| FMR LLC | 0.03% | Add +3.4% | 3,445,220 | $397.0M |
| BlackRock Inc. | 0.01% | Reduce -0.1% | 2,819,874 | $325.0M |
| Vanguard Group Inc. | 0.01% | Add +0.0% | 2,403,729 | $277.0M |
| Cooke & Bieler LP | 2.00% | Reduce -6.1% | 1,877,471 | $216.4M |
| Capital Research Global Investors | 0.03% | Reduce -38.3% | 1,086,151 | $125.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.8% | 1,050,647 | $121.1M |
| Allspring Global Investments Holdings, LLC | 0.17% | Add +1.5% | 920,098 | $106.0M |
| State Street Corp. | 0.00% | Add +1.1% | 844,083 | $97.3M |
| JPMorgan Chase & Co. | 0.01% | Add +1.1% | 785,474 | $90.5M |
| Snyder Capital Management L P | 1.67% | Add +39.4% | 677,813 | $78.1M |
| Earnest Partners LLC | 0.34% | Add +10.9% | 648,515 | $74.7M |
| Capital World Investors | 0.01% | Reduce -12.4% | 600,000 | $69.1M |
| Geode Capital Management, LLC | 0.01% | Add +3.7% | 559,291 | $64.5M |
| Macquarie Group Ltd. | 0.07% | Add +9.4% | 541,465 | $62.4M |
| Fisher Asset Management | 0.02% | Reduce -0.9% | 415,463 | $47.9M |
| Capital International Investors | 0.01% | Add +14.2% | 360,102 | $41.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.0% | 341,411 | $39.3M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -0.4% | 328,152 | $37.8M |
| Northern Trust Corp. | 0.01% | Reduce -10.1% | 273,948 | $31.6M |
| Norges Bank | 0.00% | Add +6.7% | 241,806 | $27.9M |
| Fuller & Thaler Asset Management, Inc. | 0.12% | Add +19.2% | 236,315 | $27.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -9.0% | 233,948 | $27.0M |
| Man Group plc | 0.07% | Reduce -6.0% | 233,536 | $26.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.1% | 232,601 | $26.8M |
| Bank of America Corp. | 0.00% | Add +8.8% | 197,356 | $22.7M |
| Lord, Abbett & Co. LLC | 0.07% | Reduce -2.4% | 197,339 | $22.7M |
| Royce & Associates LP | 0.20% | Reduce -1.5% | 196,022 | $22.6M |
| GW&K Investment Management, LLC | 0.20% | Reduce -1.1% | 194,314 | $22.4M |
| Systematic Financial Management LP | 0.62% | Add +19.9% | 193,109 | $22.3M |
| Morgan Stanley | 0.00% | Add +11.7% | 169,861 | $19.6M |
| D. E. Shaw & Co. | 0.02% | Reduce -10.9% | 146,061 | $16.8M |
| Cardinal Capital Management LLC | 0.73% | Reduce -11.7% | 126,220 | $14.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.8% | 98,942 | $11.4M |
| Nuveen Asset Management, LLC | 0.00% | Add +1.2% | 91,351 | $10.5M |
| Rhumbline Advisers | 0.01% | Add +1.1% | 89,238 | $10.3M |
| Public Employees Retirement Association of Colorado | 0.04% | Reduce -0.9% | 89,089 | $10.3M |
| Kennedy Capital Management LLC | 0.21% | Add +58.4% | 87,701 | $10.1M |
| First Eagle Investment Management, LLC | 0.02% | Add +4.6% | 83,219 | $9.6M |
| Wellington Management Group LLP | 0.00% | Reduce -5.3% | 81,388 | $9.4M |
| AQR Capital Management | 0.02% | Add +4.4% | 81,141 | $9.4M |
| Barclays PLC | 0.00% | Reduce -25.1% | 79,648 | $9.2M |
| Citadel Advisors | 0.01% | Add +121.0% | 76,563 | $8.8M |
| Chartwell Investment Partners, LLC | 0.26% | Reduce -19.9% | 64,423 | $7.4M |
| Landscape Capital Management, L.L.C. | 0.58% | New | 58,073 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.2% | 57,109 | $6.6M |
| Creative Planning | 0.01% | Add +0.1% | 56,781 | $6.5M |
| Lazard Asset Management LLC | 0.01% | Reduce -65.0% | 54,955 | $6.3M |
| Invesco Ltd. | 0.00% | Reduce -34.3% | 52,917 | $6.1M |
| Jane Street Group, LLC | 0.01% | Reduce -51.0% | 52,564 | $6.1M |
| Sei Investments Co. | 0.01% | Reduce -20.5% | 51,801 | $6.0M |
| Moody Aldrich Partners LLC | 1.01% | Reduce -2.3% | 51,518 | $5.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.7% | 49,004 | $5.6M |
| Peregrine Capital Management LLC | 0.16% | Reduce -5.7% | 47,243 | $5.4M |
| Capital Fund Management S.A. | 0.07% | Reduce -33.8% | 47,033 | $5.4M |
| Twinbeech Capital LP | 0.11% | New | 46,808 | $5.4M |
| Swiss National Bank | 0.00% | No change | 46,800 | $5.4M |
| Tudor Investment Corporation | 0.07% | Add +64.4% | 46,610 | $5.4M |
| California Public Employees Retirement System | 0.00% | Add +6.7% | 44,394 | $5.1M |
| American International Group, Inc. | 0.02% | Reduce -1.7% | 42,965 | $5.0M |
| Gladstone Institutional Advisory LLC | 0.26% | Add +11.1% | 41,711 | $4.8M |
| Wells Fargo & Company | 0.00% | Add +10.0% | 40,990 | $4.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +1.7% | 40,262 | $4.6M |
| Bridgewater Associates | 0.02% | Reduce -12.6% | 38,273 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.4% | 38,178 | $4.4M |
| Legal & General Group Plc | 0.00% | Reduce -0.1% | 37,208 | $4.3M |
| UBS Group AG | 0.00% | Add +165.3% | 36,410 | $4.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +11.6% | 35,100 | $4.0M |
| Credit Suisse AG/ | 0.00% | Add +11.1% | 32,349 | $3.7M |
| American Century Companies Inc. | 0.00% | Add +34.4% | 31,196 | $3.6M |
| New York State Teachers Retirement System | 0.01% | Add +0.3% | 30,637 | $3.5M |
| Deutsche Bank AG | 0.00% | Add +2.1% | 30,337 | $3.5M |
| Faithward Advisors, LLC | 0.63% | Add +0.9% | 30,004 | $3.5M |
| Retirement Systems of Alabama | 0.01% | Add +0.3% | 29,819 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.3% | 26,946 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.6% | 26,306 | $3.0M |
| Capital International, Inc. | 0.04% | No change | 25,344 | $2.9M |
| M&T Bank Corp | 0.01% | Add +34.5% | 24,712 | $2.8M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.5% | 24,678 | $2.8M |
| California State Teachers Retirement System | 0.00% | Reduce -5.2% | 23,754 | $2.7M |
| Gotham Asset Management | 0.04% | Reduce -7.6% | 23,365 | $2.7M |
| Dark Forest Capital Management LP | 0.45% | Reduce -23.7% | 23,298 | $2.7M |
| EULAV Asset Management | 0.07% | No change | 23,000 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -6.6% | 22,501 | $2.6M |
| Walleye Capital LLC | 0.03% | Add +34.0% | 22,116 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -7.5% | 21,542 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -28.5% | 21,248 | $2.4M |
| Texas Permanent School Fund Corp. | 0.02% | Add +1.4% | 20,782 | $2.4M |
| Azzad Asset Management Inc. | 0.27% | Add +1.9% | 20,449 | $2.4M |
| Quantbot Technologies LP | 0.13% | Add +60.8% | 20,156 | $2.3M |
| Polen Capital Management LLC | 0.01% | Reduce -2.3% | 19,642 | $2.3M |
| Ontario Teachers Pension Plan Board | 0.02% | Add +24.0% | 19,112 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +78.3% | 18,630 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.9% | 18,292 | $2.1M |
| Campbell & CO Investment Adviser LLC | 0.18% | Add +238.6% | 17,816 | $2.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 15,790 | $1.8M |
| Jefferies Financial Group Inc. | 0.04% | Reduce -51.7% | 15,600 | $1.8M |
| Engineers Gate Manager LP | 0.05% | New | 15,250 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +42.0% | 14,982 | $1.7M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.6% | 14,149 | $1.6M |
| Trexquant Investment LP | 0.03% | New | 13,977 | $1.6M |
| Nierenberg Investment Management Company, LLC | 0.88% | No change | 13,080 | $1.5M |
| Renaissance Technologies | 0.00% | Add +232.7% | 13,010 | $1.5M |
| Millennium Management | 0.00% | Reduce -77.2% | 12,805 | $1.5M |
| Amalgamated Bank | 0.01% | Reduce -10.0% | 12,456 | $1.4M |
| QSV Equity Investors LLC | 1.37% | Add +0.2% | 12,316 | $1.4M |
| Graham Capital Management, L.P. | 0.07% | Add +135.3% | 11,803 | $1.4M |
| Wellington Shields Capital Management, LLC | 0.26% | No change | 11,800 | $1.4M |
| Dynamic Technology Lab Private Ltd | 0.14% | New | 11,537 | $1.3M |
| Janus Henderson Group PLC | 0.00% | No change | 11,381 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +1.8% | 11,271 | $1.3M |
| Verition Fund Management LLC | 0.01% | Add +394.6% | 11,065 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.5% | 10,820 | $1.2M |
| Semanteon Capital Management, LP | 0.79% | New | 10,774 | $1.2M |
| Anchor Capital Advisors LLC | 0.03% | Reduce -0.5% | 10,323 | $1.2M |
| Centiva Capital, LP | 0.07% | Add +61.5% | 10,147 | $1.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -23.3% | 9,922 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -24.9% | 9,799 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Add +2.1% | 9,700 | $1.1M |
| PEAK6 Investments LLC | 0.05% | Reduce -36.1% | 9,349 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +975.8% | 9,306 | $1.1M |
| Cornercap Investment Counsel Inc. | 0.16% | Add +0.2% | 9,163 | $1.1M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.53% | Add +12.5% | 9,000 | $1.0M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -16.3% | 8,562 | $987K |
| Captrust Financial Advisors | 0.00% | Add +25.7% | 8,530 | $983K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 8,184 | $943K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -11.3% | 10,349 | $914K |
| Franklin Resources Inc. | 0.00% | Reduce -4.6% | 7,919 | $913K |
| Voya Investment Management LLC | 0.00% | Reduce -17.6% | 7,749 | $893K |
| Ameritas Investment Partners, Inc. | 0.03% | No change | 7,636 | $880K |
| Citigroup Inc. | 0.00% | Add +81.3% | 7,513 | $866K |
| Victory Capital Management Inc. | 0.00% | Add +6.2% | 7,367 | $849K |
| Bank of Montreal | 0.00% | Reduce -71.9% | 7,266 | $844K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -72.7% | 7,301 | $841K |
| Oarsman Capital, Inc. | 0.20% | Reduce -16.0% | 7,231 | $833K |
| Virtu Financial LLC | 0.06% | New | 7,075 | $815K |
| ClariVest Asset Management LLC | 0.08% | Add +0.1% | 6,835 | $788K |
| Louisiana State Employees Retirement System | 0.02% | Add +1.5% | 6,800 | $784K |
| Squarepoint Ops LLC | 0.00% | New | 6,767 | $780K |
| Arizona State Retirement System | 0.01% | Reduce -1.7% | 6,526 | $752K |
| HSBC Holdings PLC | 0.00% | Add +133.8% | 6,372 | $734K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.7% | 6,142 | $708K |
| Bayesian Capital Management, LP | 0.07% | Reduce -10.4% | 6,025 | $694K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 5,951 | $686K |
| Teacher Retirement System of Texas | 0.00% | Add +116.0% | 5,898 | $680K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -80.8% | 5,900 | $680K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -12.0% | 5,860 | $675K |
| Mariner, LLC | 0.00% | Add +76.8% | 5,829 | $672K |
| State of Michigan Retirement System | 0.00% | Add +1.8% | 5,827 | $672K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.3% | 5,751 | $663K |
| Lombard Odier Asset Management (USA) Corp | 0.10% | New | 5,703 | $657K |
| Holocene Advisors, LP | 0.00% | Reduce -5.7% | 5,617 | $647K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -3.8% | 6,612 | $629K |
| ProShare Advisors LLC | 0.00% | Add +4.7% | 5,434 | $626K |
| Teza Capital Management LLC | 0.08% | New | 5,384 | $620K |
| Nebula Research & Development LLC | 0.13% | New | 5,306 | $611K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.3% | 5,253 | $605K |
| HRT Financial LP | 0.00% | Add +20.1% | 5,092 | $586K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.5% | 5,065 | $584K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -4.5% | 5,065 | $584K |
| Meeder Asset Management Inc. | 0.04% | New | 5,027 | $579K |
| Handelsbanken Fonder AB | 0.00% | No change | 4,951 | $571K |
| New Mexico Educational Retirement Board | 0.02% | No change | 4,900 | $565K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -5.5% | 4,700 | $542K |
| Commerce Bank | 0.00% | Reduce -2.0% | 4,597 | $530K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.6% | 4,434 | $511K |
| Scientech Research LLC | 0.27% | New | 4,414 | $509K |
| Tidal Investments LLC | 0.01% | Add +0.1% | 4,046 | $466K |
| Marshall Wace, LLP | 0.00% | Reduce -78.6% | 4,012 | $462K |
| Federated Hermes, Inc. | 0.00% | Add +27.3% | 3,866 | $446K |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.8% | 3,532 | $407K |
| Xponance LLC | 0.00% | Add +0.3% | 3,428 | $395K |
| Connable Office Inc. | 0.04% | Add +17.8% | 3,232 | $372K |
| Raymond James & Associates | 0.00% | Reduce -3.3% | 3,225 | $372K |
| Hudson Edge Investment Partners Inc. | 0.07% | Add +20.6% | 3,182 | $367K |
| Inspire Investing, LLC | 0.04% | Reduce -2.9% | 3,084 | $355K |
| Integrated Investment Consultants, LLC | 0.10% | Add +6.4% | 3,075 | $354K |
| EntryPoint Capital, LLC | 0.31% | Add +244.3% | 3,037 | $350K |
| Henshaw Capital LLC | 0.02% | No change | 2,961 | $341K |
| Pathstone Holdings, LLC | 0.00% | Add +1.7% | 2,875 | $331K |
| Prudential Financial Inc. | 0.00% | Add +4.0% | 2,870 | $331K |
| Fox Run Management, L.L.C. | 0.07% | New | 2,867 | $330K |
| State of Alaska, Department of Revenue | 0.00% | No change | 2,627 | $302K |
| Cubic Asset Management, LLC | 0.07% | No change | 2,610 | $301K |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 2,598 | $299K |
| Pictet Asset Management Holding SA | 0.00% | No change | 2,552 | $294K |
| AlphaMark Advisors, LLC | 0.10% | Add +11.5% | 2,520 | $290K |
| Capula Management Ltd | 0.01% | New | 2,416 | $278K |
| Pier 88 Investment Partners LLC | 0.42% | No change | 2,315 | $267K |
| Quadrature Capital Ltd | 0.00% | New | 2,286 | $263K |
| SG Americas Securities, LLC | 0.00% | Add +5.3% | 2,239 | $258K |
| MQS Management LLC | 0.15% | New | 2,222 | $256K |
| Entropy Technologies, LP | 0.03% | New | 2,078 | $239K |
| Vestcor Inc | 0.01% | No change | 2,071 | $239K |
| Lanark Financial, Inc. | 0.02% | Reduce -6.0% | 2,021 | $232K |
| Wolverine Trading, LLC | 0.00% | New | 1,958 | $226K |
| Securian Asset Management, Inc. | 0.01% | Reduce -4.9% | 1,941 | $224K |
| Olympiad Research LP | 0.14% | New | 1,896 | $218K |
| ARGA Investment Management, LP | 0.01% | New | 1,893 | $218K |
| State of Wisconsin Investment Board | 0.00% | Reduce -16.3% | 1,884 | $217K |
| Prelude Capital Management, LLC | 0.01% | New | 1,820 | $210K |
| Headlands Technologies LLC | 0.05% | New | 1,743 | $201K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Reduce -7.8% | 1,540 | $177K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -6.7% | 1,240 | $143K |
| Osaic Holdings, Inc. | 0.00% | Reduce -81.7% | 1,210 | $139K |
| State of Wyoming | 0.02% | Add +1.2% | 1,203 | $139K |
| Pflug Koory, LLC | 0.01% | No change | 1,145 | $132K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -38.9% | 1,100 | $127K |
| Royal Bank of Canada | 0.00% | Reduce -84.4% | 1,063 | $122K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.5% | 992 | $114K |
| Shell Asset Management Co. | 0.01% | Reduce -9.1% | 1,195 | $111K |
| Avior Wealth Management, LLC | 0.00% | New | 619 | $71K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.5% | 593 | $68K |
| Bessemer Group Inc. | 0.00% | Add +153.7% | 576 | $67K |
| KBC Group NV | 0.00% | Add +40.1% | 566 | $65K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +117.7% | 555 | $64K |
| STRS Ohio | 0.00% | Reduce -40.0% | 300 | $35K |
| TD Private Client Wealth LLC | 0.00% | Add +37.1% | 255 | $29K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 250 | $29K |
| Planning Capital Management Corp | 0.02% | No change | 248 | $29K |
| Assetmark, Inc. | 0.00% | No change | 233 | $27K |
| Blue Trust, Inc. | 0.00% | Add +26.4% | 220 | $25K |
| Group One Trading LLC | 0.00% | New | 184 | $21K |
| Principal Securities, Inc. | 0.00% | Reduce -1.1% | 184 | $21K |
| Fifth Third Bancorp | 0.00% | Add +15.7% | 177 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 170 | $20K |
| Whittier Trust Co. | 0.00% | Reduce -12.8% | 170 | $20K |
| Quarry LP | 0.01% | New | 138 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.2% | 137 | $16K |
| Rise Advisors, LLC | 0.01% | New | 127 | $15K |
| First Horizon Advisors, Inc. | 0.00% | No change | 118 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 102 | $12K |
| Fernwood Investment Management, LLC | 0.00% | New | 99 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 61 | $7K |
| Cwm, LLC | 0.00% | Add +5.4% | 59 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 46 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | New | 45 | $5K |
| Smithfield Trust Co | 0.00% | No change | 45 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +330.0% | 43 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -55.5% | 53 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -43.2% | 42 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 40 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 35 | $4K |
| Kelly Financial Services LLC | 0.00% | No change | 31 | $4K |
| Park Place Capital Corp | 0.00% | Add +222.2% | 29 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 28 | $3K |
| Mather Group, Llc. | 0.00% | New | 24 | $3K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 25 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 25 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +15.0% | 23 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 22 | $3K |
| Global Financial Private Client, LLC | 0.00% | No change | 21 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 19 | $2K |
| Naples Money Management LLC | 0.00% | Reduce -5.3% | 18 | $2K |
| Eagle Bay Advisors LLC | 0.00% | New | 17 | $2K |
| GAMMA Investing LLC | 0.00% | Add +220.0% | 16 | $2K |
| Huntington National Bank | 0.00% | New | 12 | $1K |
| NewEdge Advisors, LLC | 0.00% | No change | 12 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 10 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 10 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 12 | $1K |
| UMB Bank, n.a. | 0.00% | New | 7 | $807 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 6 | $691 |
| Geneos Wealth Management Inc. | 0.00% | New | 6 | $691 |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $577 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $577 |
| Global Retirement Partners, LLC | 0.00% | No change | 5 | $576 |
| Arax Advisory Partners | 0.00% | No change | 3 | $346 |
| Raffa Wealth Management, LLC | 0.00% | No change | 2 | $230 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 2 | $230 |
| Toronto Dominion Bank | 0.00% | No change | 1 | $115 |
| North Star Investment Management Corp. | 0.00% | No change | 1 | $115 |
| Versant Capital Management, Inc | 0.00% | No change | 1 | $115 |
| Covestor Ltd | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is HELE's weight in each manager's 13F, not the share of Helen of Troy Ltd. the manager owns.