Helen of TroyHELE
13F holders, Q4 2024 (December 31)241holders −4
37new positions
43sold out
8famous investors
$59.83avg. 13F price*
At the end of Q4 2024, 241 institutions reported holding Helen of Troy Ltd. (HELE) in their 13F filings, down 4 from Q3 2024. 37 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($217.6M), FMR LLC ($160.3M) and Vanguard Group Inc. ($157.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $65.5M |
| Exits | 43 | $102.7M |
All 13F filers, Q3 2024 → Q4 2024: 3,422,653 shares bought and 3,491,776 shares sold, net −69,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 241 holders
| BlackRock, Inc. | 0.00% | Add +3.7% | 3,636,991 | $217.6M |
| FMR LLC | 0.01% | Reduce -7.0% | 2,679,872 | $160.3M |
| Vanguard Group Inc. | 0.00% | Reduce -0.6% | 2,626,315 | $157.1M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.6% | 1,084,426 | $64.9M |
| State Street Corp. | 0.00% | Add +4.1% | 931,536 | $55.7M |
| Pacer Advisors, Inc. | 0.12% | Reduce -14.1% | 919,514 | $55.0M |
| Earnest Partners LLC | 0.20% | Add +18.6% | 757,339 | $45.3M |
| Pzena Investment Management LLC | 0.14% | Add +21.4% | 705,711 | $42.2M |
| Cooper Creek Partners Management LLC | 1.28% | New | 689,416 | $41.2M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +446.1% | 646,746 | $38.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 534,565 | $32.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +17.6% | 482,154 | $28.8M |
| William Blair Investment Management, LLC | 0.06% | Add +2.0% | 440,851 | $26.4M |
| Morgan Stanley | 0.00% | Reduce -4.4% | 372,698 | $22.3M |
| Bank of America Corp. | 0.00% | Add +80.5% | 364,180 | $21.8M |
| Bank of New York Mellon Corp | 0.00% | Add +104.3% | 349,205 | $20.9M |
| Medina Value Partners, LLC | 7.81% | Add +303.8% | 318,463 | $19.1M |
| Janus Henderson Group PLC | 0.01% | Add +49.9% | 302,709 | $18.1M |
| Capital International Investors | 0.00% | No change | 269,597 | $16.1M |
| Northern Trust Corp. | 0.00% | Add +14.6% | 258,835 | $15.5M |
| Wellington Management Group LLP | 0.00% | Reduce -1.1% | 239,857 | $14.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.1% | 237,710 | $14.2M |
| Systematic Financial Management LP | 0.36% | Add +4.4% | 236,809 | $14.2M |
| Fuller & Thaler Asset Management, Inc. | 0.05% | Reduce -0.8% | 234,049 | $14.0M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -6.7% | 208,190 | $12.5M |
| Clearbridge Investments, LLC | 0.01% | Reduce -1.2% | 203,317 | $12.2M |
| UBS Group AG | 0.00% | Add +81.2% | 202,275 | $12.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -10.5% | 198,201 | $11.9M |
| AQR Capital Management | 0.01% | Reduce -36.6% | 194,788 | $11.7M |
| Invenomic Capital Management LP | 0.48% | Reduce -38.6% | 141,986 | $8.5M |
| Principal Financial Group Inc. | 0.00% | Add +5.2% | 131,305 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +142.8% | 123,912 | $7.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.7% | 111,155 | $6.7M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -67.3% | 110,551 | $6.6M |
| Clearline Capital LP | 0.87% | Reduce -46.5% | 110,158 | $6.6M |
| Citadel Advisors | 0.01% | Add +67.1% | 107,606 | $6.4M |
| Wells Fargo & Company | 0.00% | Add +31.3% | 92,846 | $5.6M |
| Invesco Ltd. | 0.00% | Add +33.8% | 91,447 | $5.5M |
| Nuveen Asset Management, LLC | 0.00% | Add +0.2% | 91,089 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Add +7.4% | 90,080 | $5.4M |
| Rhumbline Advisers | 0.00% | Reduce -2.1% | 75,283 | $4.5M |
| Franklin Resources Inc. | 0.00% | Add +604.0% | 72,367 | $4.3M |
| Woodline Partners LP | 0.03% | New | 72,180 | $4.3M |
| First Trust Advisors LP | 0.00% | Add +111.3% | 69,856 | $4.2M |
| Capital Fund Management S.A. | 0.04% | Reduce -29.0% | 69,511 | $4.2M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +15.8% | 67,543 | $4.0M |
| Legal & General Group Plc | 0.00% | Add +1.1% | 64,198 | $3.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +10.7% | 63,912 | $3.8M |
| Peregrine Capital Management LLC | 0.10% | Add +63.2% | 58,048 | $3.5M |
| Public Sector Pension Investment Board | 0.01% | Add +17.7% | 56,953 | $3.4M |
| Raymond James Financial Inc. | 0.00% | — | 56,270 | $3.4M |
| Deutsche Bank AG | 0.00% | Add +76.5% | 56,132 | $3.4M |
| Jane Street Group, LLC | 0.01% | Add +1039.0% | 53,159 | $3.2M |
| Ancora Advisors LLC | 0.07% | Add +40.1% | 52,399 | $3.1M |
| Susquehanna Fundamental Investments, LLC | 0.05% | — | 51,624 | $3.1M |
| Point72 Hong Kong Ltd | 0.19% | New | 50,105 | $3.0M |
| American Century Companies Inc. | 0.00% | Add +10.1% | 49,293 | $2.9M |
| Nordea Investment Management AB | 0.00% | Add +5.8% | 48,961 | $2.9M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -47.6% | 47,699 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 46,225 | $2.8M |
| Swiss National Bank | 0.00% | Add +0.9% | 45,000 | $2.7M |
| Barclays PLC | 0.00% | Add +2.0% | 44,779 | $2.7M |
| Natixis | 0.02% | New | 39,700 | $2.4M |
| Clark Estates Inc. | 0.44% | New | 37,700 | $2.3M |
| PDT Partners, LLC | 0.19% | Reduce -15.5% | 35,911 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.2% | 35,846 | $2.1M |
| Sei Investments Co. | 0.00% | Add +20.4% | 34,867 | $2.1M |
| Citigroup Inc. | 0.00% | Add +16.0% | 33,100 | $2.0M |
| Campbell & CO Investment Adviser LLC | 0.15% | New | 32,991 | $2.0M |
| WINTON GROUP Ltd | 0.12% | Reduce -48.9% | 29,149 | $1.7M |
| Ninety One UK Ltd | 0.00% | No change | 27,956 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Reduce -3.2% | 27,145 | $1.6M |
| Tudor Investment Corporation | 0.02% | Reduce -31.0% | 26,768 | $1.6M |
| Alliancebernstein L.P. | 0.00% | No change | 26,167 | $1.6M |
| Bank of Montreal | 0.00% | Add +50.5% | 25,672 | $1.5M |
| Verition Fund Management LLC | 0.01% | Reduce -60.5% | 23,028 | $1.4M |
| Villanova Investment Management Co LLC | 1.18% | Add +10.8% | 22,123 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.1% | 21,751 | $1.3M |
| California State Teachers Retirement System | 0.00% | Reduce -1.0% | 21,360 | $1.3M |
| Atom Investors LP | 0.16% | New | 21,287 | $1.3M |
| Bayesian Capital Management, LP | 0.15% | Add +33.0% | 20,131 | $1.2M |
| QSV Equity Investors LLC | 1.12% | No change | 19,553 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.4% | 17,663 | $1.1M |
| Gotham Asset Management | 0.01% | Add +254.3% | 16,858 | $1.0M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -7.1% | 15,953 | $954K |
| Fox Run Management, L.L.C. | 0.16% | New | 14,423 | $863K |
| HRT Financial LP | 0.00% | New | 14,149 | $846K |
| MetLife Investment Management, LLC | 0.00% | Add +6.0% | 13,807 | $826K |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.2% | 13,691 | $819K |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 13,460 | $806K |
| Avantax Advisory Services, Inc. | 0.01% | New | 13,428 | $803K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.8% | 12,970 | $776K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.6% | 12,941 | $774K |
| Illinois Municipal Retirement Fund | 0.01% | New | 12,595 | $754K |
| State of Tennessee, Department of Treasury | 0.00% | Add +112.6% | 12,382 | $741K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +63.2% | 12,219 | $731K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.2% | 12,134 | $726K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 11,908 | $712K |
| Wellington Shields Capital Management, LLC | 0.12% | No change | 11,800 | $706K |
| Anchor Capital Advisors LLC | 0.02% | Add +4.8% | 11,209 | $671K |
| Louisiana State Employees Retirement System | 0.01% | No change | 11,000 | $658K |
| Fisher Asset Management | 0.00% | Reduce -97.4% | 10,867 | $650K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.4% | 10,844 | $649K |
| State of Wisconsin Investment Board | 0.00% | Reduce -32.9% | 10,589 | $634K |
| Pacific Ridge Capital Partners, LLC | 0.14% | Add +87.5% | 10,230 | $612K |
| First Hawaiian Bank | 0.02% | Add +7.2% | 10,032 | $600K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -7.6% | 9,728 | $582K |
| Intech Investment Management LLC | 0.01% | Reduce -6.9% | 9,401 | $562K |
| Stifel Financial Corp. | 0.00% | New | 9,109 | $545K |
| US Bancorp \de | 0.00% | Add +32.2% | 8,709 | $521K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.9% | 8,701 | $521K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 8,184 | $490K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 8,097 | $484K |
| Maryland State Retirement & Pension System | 0.01% | No change | 7,704 | $461K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -22.6% | 7,634 | $457K |
| Centiva Capital, LP | 0.02% | New | 7,429 | $444K |
| AXA S.A. | 0.00% | Add +111.8% | 7,352 | $440K |
| Olympiad Research LP | 0.45% | New | 7,258 | $434K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 7,246 | $434K |
| Two Sigma Investments, LP | 0.00% | Reduce -94.9% | 7,208 | $431K |
| New York State Common Retirement Fund | 0.00% | No change | 7,201 | $431K |
| Handelsbanken Fonder AB | 0.00% | Reduce -5.4% | 6,951 | $416K |
| Voya Investment Management LLC | 0.00% | Reduce -6.7% | 6,888 | $412K |
| ProShare Advisors LLC | 0.00% | Add +44.5% | 6,868 | $411K |
| Inspire Investing, LLC | 0.04% | Add +0.8% | 6,703 | $401K |
| Amalgamated Bank | 0.00% | Reduce -2.3% | 6,647 | $398K |
| Arizona State Retirement System | 0.00% | Add +0.8% | 6,620 | $396K |
| Entropy Technologies, LP | 0.04% | Reduce -18.5% | 6,582 | $394K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -29.1% | 6,287 | $376K |
| Victory Capital Management Inc. | 0.00% | Reduce -16.3% | 6,223 | $372K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 6,102 | $365K |
| Mariner, LLC | 0.00% | Add +0.8% | 6,049 | $362K |
| Quadrature Capital Ltd | 0.01% | New | 5,960 | $357K |
| Royce & Associates LP | 0.00% | New | 5,940 | $355K |
| Royal Bank of Canada | 0.00% | Add +60.7% | 5,932 | $355K |
| Prelude Capital Management, LLC | 0.03% | New | 5,806 | $347K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.2% | 5,445 | $326K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.3% | 5,421 | $324K |
| Federated Hermes, Inc. | 0.00% | Reduce -53.5% | 5,419 | $324K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -4.1% | 5,369 | $321K |
| Creative Planning | 0.00% | Add +31.4% | 5,302 | $317K |
| KLP Kapitalforvaltning As | 0.00% | — | 5,300 | $317K |
| Tidal Investments LLC | 0.00% | Reduce -4.7% | 5,278 | $316K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.1% | 4,879 | $292K |
| Net Worth Advisory Group | 0.09% | Reduce -27.7% | 4,824 | $289K |
| Headlands Technologies LLC | 0.03% | Add +148.7% | 4,743 | $284K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 4,695 | $281K |
| Bridgewater Associates | 0.00% | Reduce -71.3% | 4,325 | $259K |
| Point72 Asset Management | 0.00% | New | 4,300 | $257K |
| Point72 (DIFC) Ltd | 0.02% | New | 4,064 | $243K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.3% | 3,815 | $228K |
| Sherbrooke Park Advisers LLC | 0.07% | Reduce -0.2% | 3,669 | $220K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.9% | 3,462 | $207K |
| BNP Paribas Financial Markets | 0.00% | Reduce -54.0% | 3,405 | $204K |
| LSV Asset Management | 0.00% | New | 2,800 | $168K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,662 | $159K |
| Hudson Edge Investment Partners Inc. | 0.03% | Reduce -20.2% | 2,540 | $152K |
| Empowered Funds, LLC | 0.00% | New | 2,502 | $150K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,394 | $143K |
| Amundi | 0.00% | Add +40.9% | 1,651 | $97K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 1,540 | $93K |
| Cwm, LLC | 0.00% | Add +91.6% | 1,399 | $84K |
| KBC Group NV | 0.00% | Add +73.1% | 1,352 | $81K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,298 | $78K |
| Shell Asset Management Co. | 0.00% | No change | 1,196 | $72K |
| Signaturefd, LLC | 0.00% | Add +14.3% | 1,133 | $68K |
| Group One Trading LLC | 0.00% | Reduce -81.4% | 1,045 | $63K |
| Public Employees Retirement System of Ohio | 0.00% | Add +13.3% | 887 | $53K |
| Quarry LP | 0.01% | Add +917.5% | 814 | $49K |
| State of Wyoming | 0.01% | Reduce -52.6% | 814 | $49K |
| FNY Investment Advisers, LLC | 0.02% | New | 750 | $44K |
| Sterling Capital Management LLC | 0.00% | Add +844.7% | 718 | $43K |
| Pflug Koory, LLC | 0.00% | No change | 705 | $42K |
| Canada Pension Plan Investment Board | 0.00% | Add +66.7% | 500 | $30K |
| Fifth Third Bancorp | 0.00% | Add +2.3% | 496 | $30K |
| GAMMA Investing LLC | 0.00% | Add +96.0% | 484 | $29K |
| Quadrant Capital Group LLC | 0.00% | Add +36.2% | 474 | $28K |
| Principal Securities, Inc. | 0.00% | Add +170.8% | 371 | $22K |
| Bessemer Group Inc. | 0.00% | No change | 292 | $18K |
| Leonteq Securities AG | 0.00% | New | 276 | $17K |
| Blue Trust, Inc. | 0.00% | Reduce -29.6% | 238 | $14K |
| GW&K Investment Management, LLC | 0.00% | No change | 219 | $13K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -82.6% | 217 | $13K |
| Summit Securities Group LLC | 0.00% | New | 187 | $11K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Reduce -1.1% | 187 | $11K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 170 | $10K |
| Walleye Capital LLC | 0.00% | Reduce -99.3% | 167 | $10K |
| Venturi Wealth Management, LLC | 0.00% | No change | 154 | $9K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +10.9% | 153 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 132 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 128 | $8K |
| Rise Advisors, LLC | 0.00% | No change | 127 | $8K |
| Avior Wealth Management, LLC | 0.00% | No change | 121 | $7K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 114 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +54.0% | 114 | $7K |
| Oarsman Capital, Inc. | 0.00% | No change | 105 | $6K |
| Osaic Holdings, Inc. | 0.00% | Reduce -81.8% | 102 | $6K |
| Whittier Trust Co. | 0.00% | Reduce -32.8% | 90 | $5K |
| Private Trust Co. NA | 0.00% | No change | 85 | $5K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +942.9% | 73 | $5K |
| WPG Advisers, LLC | 0.00% | — | 73 | $4K |
| MAI Capital Management | 0.00% | New | 66 | $4K |
| Parallel Advisors, LLC | 0.00% | No change | 65 | $4K |
| UMB Bank, n.a. | 0.00% | Add +19.6% | 61 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 55 | $3K |
| Huntington National Bank | 0.00% | Add +1150.0% | 50 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +308.3% | 49 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +4.4% | 47 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +291.7% | 47 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 45 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 45 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 40 | $2K |
| Rothschild Investment LLC | 0.00% | Add +33.3% | 40 | $2K |
| SBI Securities Co., Ltd. | 0.00% | — | 40 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 40 | $2K |
| Smithfield Trust Co | 0.00% | Reduce -33.3% | 30 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 33 | $2K |
| Lindbrook Capital, LLC | 0.00% | New | 32 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Add +40.9% | 31 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -12.1% | 29 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 28 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +83.3% | 22 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 18 | $1K |
| Covestor Ltd | 0.00% | Add +9.1% | 12 | $1K |
| Allworth Financial LP | 0.00% | Reduce -40.0% | 15 | $972 |
| Bell Investment Advisors, Inc | 0.00% | No change | 15 | $898 |
| NFSG Corp | 0.00% | New | 15 | $897 |
| Jones Financial Companies LLLP | 0.00% | New | 13 | $778 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 13 | $778 |
| Asset Dedication, LLC | 0.00% | No change | 12 | $718 |
| NewEdge Advisors, LLC | 0.00% | No change | 12 | $718 |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 10 | $598 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 10 | $598 |
| True Wealth Design, LLC | 0.00% | New | 9 | $539 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 6 | $358 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -98.4% | 5 | $299 |
| Abound Wealth Management | 0.00% | New | 3 | $180 |
| Raffa Wealth Management, LLC | 0.00% | No change | 2 | $120 |
| North Star Investment Management Corp. | 0.00% | No change | 1 | $60 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -83.3% | 1 | $60 |
| Hemington Wealth Management | 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.