Helen of TroyHELE
13F holders, Q3 2024 (September 30)245holders −10
53new positions
67sold out
8famous investors
$61.85avg. 13F price*
At the end of Q3 2024, 245 institutions reported holding Helen of Troy Ltd. (HELE) in their 13F filings, down 10 from Q2 2024. 53 opened new positions and 67 sold out. The largest holders were BlackRock, Inc. ($216.9M), FMR LLC ($178.2M) and Vanguard Group Inc. ($163.3M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $154.6M |
| Exits | 67 | $421.7M |
All 13F filers, Q2 2024 → Q3 2024: 6,166,486 shares bought and 7,377,479 shares sold, net −1,210,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| BlackRock, Inc. | 0.00% | — | 3,507,315 | $216.9M |
| FMR LLC | 0.01% | Reduce -17.3% | 2,880,457 | $178.2M |
| Vanguard Group Inc. | 0.00% | Add +10.8% | 2,640,823 | $163.3M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -5.4% | 1,090,928 | $67.5M |
| Pacer Advisors, Inc. | 0.15% | Add +30278.8% | 1,069,940 | $66.2M |
| State Street Corp. | 0.00% | Add +3.7% | 894,681 | $55.3M |
| Earnest Partners LLC | 0.17% | Reduce -4.2% | 638,357 | $39.5M |
| Pzena Investment Management LLC | 0.12% | New | 581,442 | $36.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -8.2% | 535,883 | $33.2M |
| Macquarie Group Ltd. | 0.03% | Reduce -2.3% | 506,767 | $31.3M |
| William Blair Investment Management, LLC | 0.07% | Add +34.8% | 432,254 | $26.7M |
| Fisher Asset Management | 0.01% | Reduce -0.9% | 413,114 | $25.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.8% | 410,078 | $25.4M |
| Morgan Stanley | 0.00% | Add +114.7% | 389,776 | $24.1M |
| Voloridge Investment Management, LLC | 0.08% | Add +14981.5% | 338,126 | $20.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +124.0% | 317,287 | $19.6M |
| AQR Capital Management | 0.03% | Add +293.4% | 307,441 | $19.0M |
| Capital International Investors | 0.00% | Reduce -36.1% | 269,597 | $16.7M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -17.9% | 264,616 | $16.4M |
| Wellington Management Group LLP | 0.00% | Add +96.1% | 242,395 | $15.0M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Reduce -0.1% | 235,877 | $14.6M |
| Invenomic Capital Management LP | 0.79% | New | 231,256 | $14.3M |
| Systematic Financial Management LP | 0.36% | Add +17.0% | 226,879 | $14.0M |
| Northern Trust Corp. | 0.00% | Reduce -19.6% | 225,864 | $14.0M |
| Hotchkis & Wiley Capital Management LLC | 0.05% | New | 223,120 | $13.8M |
| D. E. Shaw & Co. | 0.02% | Add +40.2% | 221,488 | $13.7M |
| Clearbridge Investments, LLC | 0.01% | New | 205,856 | $12.7M |
| Clearline Capital LP | 1.13% | New | 205,738 | $12.7M |
| Janus Henderson Group PLC | 0.01% | Add +1693.5% | 201,942 | $12.5M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 201,720 | $12.5M |
| M&G PLC | 0.07% | New | 188,744 | $11.7M |
| Armistice Capital, LLC | 0.30% | New | 186,000 | $11.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -23.3% | 170,895 | $10.6M |
| Two Sigma Investments, LP | 0.02% | Add +1980.5% | 141,034 | $8.7M |
| Principal Financial Group Inc. | 0.00% | Add +37.9% | 124,834 | $7.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +903.7% | 118,441 | $7.3M |
| Ameriprise Financial Inc. | 0.00% | Add +117.2% | 117,841 | $7.3M |
| UBS Group AG | 0.00% | Add +43.2% | 111,617 | $6.9M |
| Capital Fund Management S.A. | 0.07% | Add +196.0% | 97,866 | $6.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -89.6% | 91,121 | $5.6M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.9% | 90,935 | $5.6M |
| Two Sigma Advisers, LP | 0.01% | New | 88,300 | $5.5M |
| JPMorgan Chase & Co. | 0.00% | Add +7.6% | 83,889 | $5.2M |
| Medina Value Partners, LLC | 1.83% | New | 78,870 | $4.9M |
| Rhumbline Advisers | 0.00% | Reduce -12.2% | 76,906 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +680.8% | 71,813 | $4.4M |
| Wells Fargo & Company | 0.00% | Add +63.6% | 70,698 | $4.4M |
| Invesco Ltd. | 0.00% | Reduce -64.8% | 68,362 | $4.2M |
| Citadel Advisors | 0.00% | Reduce -31.6% | 64,390 | $4.0M |
| Legal & General Group Plc | 0.00% | Add +68.3% | 63,489 | $3.9M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +6.6% | 58,318 | $3.6M |
| Verition Fund Management LLC | 0.03% | Reduce -13.1% | 58,221 | $3.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +116.0% | 57,716 | $3.6M |
| WINTON GROUP Ltd | 0.25% | New | 57,033 | $3.5M |
| Chartwell Investment Partners, LLC | 0.12% | Reduce -10.1% | 56,206 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 51,042 | $3.2M |
| Public Sector Pension Investment Board | 0.02% | New | 48,400 | $3.0M |
| LPL Financial LLC | 0.00% | Add +126.0% | 47,830 | $3.0M |
| Nordea Investment Management AB | 0.00% | Reduce -4.9% | 46,286 | $2.9M |
| Jump Financial, LLC | 0.06% | New | 45,400 | $2.8M |
| American Century Companies Inc. | 0.00% | Add +16.6% | 44,765 | $2.8M |
| Swiss National Bank | 0.00% | Reduce -4.7% | 44,600 | $2.8M |
| Barclays PLC | 0.00% | Add +51.4% | 43,913 | $2.7M |
| PDT Partners, LLC | 0.23% | New | 42,517 | $2.6M |
| Tudor Investment Corporation | 0.03% | Add +208.1% | 38,807 | $2.4M |
| Ancora Advisors LLC | 0.05% | New | 37,400 | $2.3M |
| Millennium Management | 0.00% | Add +10.5% | 36,149 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -47.6% | 35,790 | $2.2M |
| Peregrine Capital Management LLC | 0.07% | Reduce -24.5% | 35,561 | $2.2M |
| Arizona PSPRS Trust | 0.08% | New | 33,500 | $2.1M |
| First Trust Advisors LP | 0.00% | Add +9.6% | 33,061 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.7% | 31,968 | $2.0M |
| Deutsche Bank AG | 0.00% | Add +11.4% | 31,793 | $2.0M |
| Azzad Asset Management Inc. | 0.21% | Reduce -5.8% | 29,663 | $1.8M |
| Sei Investments Co. | 0.00% | Reduce -66.0% | 28,947 | $1.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 28,700 | $1.8M |
| Citigroup Inc. | 0.00% | Add +235.7% | 28,544 | $1.8M |
| New York State Teachers Retirement System | 0.00% | Reduce -6.6% | 28,045 | $1.7M |
| Ninety One UK Ltd | 0.00% | New | 27,956 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -46.2% | 26,167 | $1.6M |
| Walleye Capital LLC | 0.02% | Reduce -19.5% | 23,759 | $1.5M |
| Marshall Wace, LLP | 0.00% | Reduce -54.4% | 23,400 | $1.4M |
| California State Teachers Retirement System | 0.00% | Reduce -6.9% | 21,579 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.6% | 20,130 | $1.2M |
| Villanova Investment Management Co LLC | 1.32% | New | 19,968 | $1.2M |
| QSV Equity Investors LLC | 1.13% | Add +59.8% | 19,553 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +211.4% | 17,915 | $1.1M |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 17,174 | $1.1M |
| Bank of Montreal | 0.00% | Add +117.7% | 17,062 | $1.1M |
| Brevan Howard Capital Management LP | 0.05% | New | 16,787 | $1.0M |
| Faithward Advisors, LLC | 0.18% | Reduce -45.7% | 16,748 | $1.0M |
| State of Wisconsin Investment Board | 0.00% | Reduce -5.5% | 15,786 | $976K |
| Bayesian Capital Management, LP | 0.11% | New | 15,131 | $936K |
| Nierenberg Investment Management Company, LLC | 0.56% | Add +15.3% | 15,080 | $933K |
| Bridgewater Associates | 0.01% | Reduce -53.9% | 15,057 | $931K |
| Corebridge Financial, Inc. | 0.00% | Reduce -69.4% | 13,080 | $809K |
| MetLife Investment Management, LLC | 0.00% | Reduce -49.6% | 13,020 | $805K |
| State of Alaska, Department of Revenue | 0.01% | Add +395.6% | 13,018 | $805K |
| Evernest Financial Advisors, LLC | 0.21% | New | 12,531 | $775K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.7% | 12,493 | $773K |
| Wellington Shields Capital Management, LLC | 0.13% | No change | 11,800 | $730K |
| Federated Hermes, Inc. | 0.00% | Add +317.9% | 11,658 | $721K |
| Franklin Resources Inc. | 0.00% | Add +13.9% | 10,280 | $704K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -58.2% | 11,106 | $687K |
| Louisiana State Employees Retirement System | 0.01% | Add +64.2% | 11,000 | $680K |
| Jennison Associates LLC | 0.00% | New | 10,895 | $674K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -2.1% | 10,698 | $662K |
| Edgestream Partners, L.P. | 0.03% | New | 10,566 | $654K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -5.7% | 10,533 | $651K |
| Intech Investment Management LLC | 0.01% | Add +88.5% | 10,099 | $625K |
| Janney Montgomery Scott LLC | 0.00% | Add +58.8% | 9,858 | $610K |
| First Hawaiian Bank | 0.02% | New | 9,361 | $579K |
| Quantbot Technologies LP | 0.02% | Add +176.2% | 9,162 | $567K |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.5% | 8,869 | $549K |
| Balyasny Asset Management L.P. | 0.00% | New | 8,865 | $548K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 8,184 | $506K |
| Entropy Technologies, LP | 0.05% | New | 8,077 | $500K |
| Algert Global LLC | 0.01% | Reduce -13.2% | 7,760 | $480K |
| Meeder Asset Management Inc. | 0.03% | Add +54.3% | 7,754 | $480K |
| Maryland State Retirement & Pension System | 0.01% | New | 7,704 | $476K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -71.5% | 7,486 | $463K |
| Victory Capital Management Inc. | 0.00% | Reduce -11.5% | 7,431 | $460K |
| BNP Paribas Financial Markets | 0.00% | Add +49.5% | 7,405 | $458K |
| Voya Investment Management LLC | 0.00% | Reduce -7.0% | 7,383 | $457K |
| Handelsbanken Fonder AB | 0.00% | Add +48.5% | 7,351 | $455K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -57.9% | 7,246 | $448K |
| New York State Common Retirement Fund | 0.00% | Reduce -33.3% | 7,201 | $445K |
| Graham Capital Management, L.P. | 0.02% | Reduce -64.0% | 7,141 | $442K |
| Amalgamated Bank | 0.00% | Reduce -41.2% | 6,804 | $421K |
| Net Worth Advisory Group | 0.12% | — | 6,673 | $413K |
| Inspire Investing, LLC | 0.04% | Add +75.5% | 6,649 | $411K |
| US Bancorp \de | 0.00% | Reduce -2.9% | 6,589 | $408K |
| Arizona State Retirement System | 0.00% | Reduce -1.2% | 6,570 | $406K |
| Mariner, LLC | 0.00% | Add +122.2% | 5,999 | $371K |
| State of Tennessee, Department of Treasury | 0.00% | New | 5,825 | $360K |
| Group One Trading LLC | 0.01% | New | 5,628 | $348K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +12.9% | 5,600 | $346K |
| Tidal Investments LLC | 0.00% | Reduce -39.8% | 5,539 | $343K |
| Pacific Ridge Capital Partners, LLC | 0.08% | New | 5,456 | $337K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -7.7% | 5,329 | $330K |
| SG Americas Securities, LLC | 0.00% | Add +158.3% | 5,198 | $321K |
| Two Sigma Securities, LLC | 0.03% | New | 5,129 | $317K |
| Exchange Traded Concepts, LLC | 0.01% | New | 5,092 | $315K |
| Nomura Holdings Inc. | 0.00% | New | 4,979 | $308K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -7.6% | 4,876 | $302K |
| Gotham Asset Management | 0.00% | Reduce -47.0% | 4,758 | $294K |
| ProShare Advisors LLC | 0.00% | Add +10.3% | 4,754 | $294K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 4,700 | $291K |
| Jane Street Group, LLC | 0.00% | Reduce -93.8% | 4,667 | $289K |
| HSBC Holdings PLC | 0.00% | New | 4,609 | $287K |
| Wolverine Trading, LLC | 0.01% | New | 4,544 | $280K |
| Creative Planning | 0.00% | Reduce -92.9% | 4,034 | $250K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.6% | 3,731 | $231K |
| Cerity Partners LLC | 0.00% | New | 3,721 | $230K |
| Royal Bank of Canada | 0.00% | Reduce -34.5% | 3,692 | $228K |
| Sherbrooke Park Advisers LLC | 0.05% | Reduce -21.8% | 3,677 | $227K |
| AXA S.A. | 0.00% | New | 3,471 | $215K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -74.8% | 3,431 | $212K |
| EntryPoint Capital, LLC | 0.12% | Add +244.0% | 3,364 | $208K |
| Raymond James & Associates | 0.00% | Reduce -10.4% | 3,281 | $203K |
| Hudson Edge Investment Partners Inc. | 0.04% | No change | 3,182 | $197K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -97.0% | 2,662 | $165K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -67.9% | 2,394 | $148K |
| Vestcor Inc | 0.00% | No change | 2,071 | $128K |
| Headlands Technologies LLC | 0.01% | Add +10.7% | 1,907 | $118K |
| State of Wyoming | 0.02% | Add +8.3% | 1,719 | $106K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 1,540 | $95K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,298 | $80K |
| Aster Capital Management (DIFC) Ltd | 0.02% | — | 1,244 | $77K |
| IMA Advisory Services, Inc. | 0.02% | New | 1,201 | $74K |
| Shell Asset Management Co. | 0.00% | — | 1,196 | $74K |
| Amundi | 0.00% | No change | 1,172 | $73K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 1,100 | $68K |
| Signaturefd, LLC | 0.00% | New | 991 | $61K |
| Public Employees Retirement System of Ohio | 0.00% | Add +30.3% | 783 | $48K |
| KBC Group NV | 0.00% | No change | 781 | $48K |
| Cwm, LLC | 0.00% | Add +160.7% | 730 | $45K |
| Pflug Koory, LLC | 0.00% | — | 705 | $44K |
| Elequin Capital, LP | 0.09% | New | 670 | $41K |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.8% | 561 | $35K |
| Blue Trust, Inc. | 0.00% | Add +19.9% | 338 | $31K |
| Fifth Third Bancorp | 0.00% | Add +142.5% | 485 | $30K |
| Quadrant Capital Group LLC | 0.00% | Add +1731.6% | 348 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -47.7% | 314 | $19K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -94.9% | 300 | $19K |
| Bessemer Group Inc. | 0.00% | Add +29.2% | 292 | $18K |
| TD Private Client Wealth LLC | 0.00% | No change | 255 | $16K |
| Planning Capital Management Corp | 0.01% | No change | 248 | $15K |
| GAMMA Investing LLC | 0.00% | Add +268.7% | 247 | $15K |
| GW&K Investment Management, LLC | 0.00% | Reduce -99.9% | 219 | $14K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 189 | $12K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 170 | $11K |
| Venturi Wealth Management, LLC | 0.00% | New | 154 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 138 | $9K |
| Principal Securities, Inc. | 0.00% | Reduce -8.7% | 137 | $8K |
| Whittier Trust Co. | 0.00% | Reduce -21.2% | 134 | $8K |
| Harbour Investments, Inc. | 0.00% | New | 132 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.6% | 128 | $8K |
| Rise Advisors, LLC | 0.00% | No change | 127 | $8K |
| Avior Wealth Management, LLC | 0.00% | No change | 121 | $7K |
| Oarsman Capital, Inc. | 0.00% | Reduce -98.4% | 105 | $6K |
| Private Trust Co. NA | 0.00% | New | 85 | $5K |
| Quarry LP | 0.00% | Reduce -68.4% | 80 | $5K |
| Sterling Capital Management LLC | 0.00% | — | 76 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +362.5% | 74 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -36.3% | 65 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -99.2% | 55 | $3K |
| UMB Bank, n.a. | 0.00% | Add +218.8% | 51 | $3K |
| Smithfield Trust Co | 0.00% | No change | 45 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -22.4% | 45 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +80.0% | 45 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -69.0% | 45 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 40 | $2K |
| Naples Money Management LLC | 0.00% | Add +50.0% | 36 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -23.3% | 33 | $2K |
| Global Retirement Partners, LLC | 0.00% | Add +560.0% | 33 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 40 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -16.7% | 30 | $2K |
| Rothschild Investment LLC | 0.00% | Add +500.0% | 30 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 28 | $2K |
| Allworth Financial LP | 0.00% | Add +150.0% | 25 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 22 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -91.0% | 21 | $1K |
| Eagle Bay Advisors LLC | 0.00% | No change | 17 | $1K |
| AdvisorNet Financial, Inc | 0.00% | New | 17 | $1K |
| Covestor Ltd | 0.00% | Add +1000.0% | 11 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 15 | $928 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -71.7% | 13 | $804 |
| Asset Dedication, LLC | 0.00% | No change | 12 | $743 |
| MV Capital Management, Inc. | 0.00% | New | 12 | $743 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -79.3% | 12 | $743 |
| NewEdge Advisors, LLC | 0.00% | No change | 12 | $742 |
| Smartleaf Asset Management LLC | 0.00% | Add +500.0% | 12 | $740 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 10 | $619 |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -63.2% | 7 | $432 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 6 | $371 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -93.0% | 6 | $371 |
| Huntington National Bank | 0.00% | Add +100.0% | 4 | $247 |
| Earned Wealth Advisors, LLC | 0.00% | New | 3 | $186 |
| Raffa Wealth Management, LLC | 0.00% | No change | 2 | $124 |
| North Star Investment Management Corp. | 0.00% | No change | 1 | $62 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -80.0% | 1 | $62 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 1 | $62 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -83.3% | 1 | $62 |
| Hemington Wealth Management | 0.00% | New | 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.