Helen of TroyHELE
13F holders, Q1 2025 (March 31)229holders −12
34new positions
46sold out
6famous investors
$53.54avg. 13F price*
At the end of Q1 2025, 229 institutions reported holding Helen of Troy Ltd. (HELE) in their 13F filings, down 12 from Q4 2024. 34 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($187.3M), Vanguard Group Inc. ($139.0M) and FMR LLC ($138.4M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Helen of Troy Ltd.
- CUSIP
- G4388N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $70.3M |
| Exits | 46 | $124.7M |
All 13F filers, Q4 2024 → Q1 2025: 3,379,743 shares bought and 3,395,179 shares sold, net −15,436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 229 holders
| BlackRock, Inc. | 0.00% | Reduce -3.7% | 3,501,128 | $187.3M |
| Vanguard Group Inc. | 0.00% | Reduce -1.1% | 2,598,327 | $139.0M |
| FMR LLC | 0.01% | Reduce -3.5% | 2,587,361 | $138.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -5.5% | 1,025,251 | $54.8M |
| State Street Corp. | 0.00% | Reduce -2.6% | 907,597 | $48.5M |
| Earnest Partners LLC | 0.20% | Add +3.1% | 780,940 | $41.8M |
| Pzena Investment Management LLC | 0.14% | Add +7.2% | 756,227 | $40.5M |
| Bank of America Corp. | 0.00% | Add +82.3% | 664,087 | $35.5M |
| Geode Capital Management, LLC | 0.00% | Add +4.9% | 560,826 | $30.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.9% | 520,422 | $27.8M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -21.6% | 507,338 | $27.1M |
| William Blair Investment Management, LLC | 0.06% | Reduce -3.8% | 423,910 | $22.7M |
| Medina Value Partners, LLC | 5.86% | Add +20.4% | 383,356 | $20.5M |
| Armistice Capital, LLC | 0.53% | New | 371,000 | $19.8M |
| Jacobs Levy Equity Management, Inc. | 0.07% | Add +1985.5% | 332,708 | $17.8M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.8% | 300,193 | $16.2M |
| Wellington Management Group LLP | 0.00% | Add +16.6% | 279,621 | $15.0M |
| Morgan Stanley | 0.00% | Reduce -26.1% | 275,469 | $14.7M |
| Capital International Investors | 0.00% | No change | 269,597 | $14.4M |
| Northern Trust Corp. | 0.00% | Add +1.9% | 263,777 | $14.1M |
| Millennium Management | 0.01% | New | 261,972 | $14.0M |
| Invenomic Capital Management LP | 0.65% | Add +68.2% | 238,791 | $12.8M |
| Glenmede Trust Co. NA | 0.07% | New | 237,555 | $12.7M |
| Fuller & Thaler Asset Management, Inc. | 0.05% | Add +1.1% | 236,682 | $12.7M |
| Systematic Financial Management LP | 0.36% | Reduce -0.9% | 234,668 | $12.6M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +7.7% | 224,160 | $12.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.2% | 208,742 | $11.2M |
| JPMorgan Chase & Co. | 0.00% | Add +129.0% | 206,257 | $11.0M |
| D. E. Shaw & Co. | 0.01% | Add +3.6% | 205,308 | $11.0M |
| Federated Hermes, Inc. | 0.02% | Add +3325.3% | 185,616 | $9.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -52.3% | 166,651 | $8.9M |
| Clearbridge Investments, LLC | 0.01% | Reduce -18.1% | 166,481 | $8.9M |
| Voloridge Investment Management, LLC | 0.03% | Add +45.5% | 160,796 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.8% | 149,625 | $8.0M |
| Ameriprise Financial Inc. | 0.00% | Add +29.0% | 143,370 | $7.7M |
| UBS Group AG | 0.00% | Reduce -32.8% | 135,878 | $7.3M |
| Principal Financial Group Inc. | 0.00% | Add +2.6% | 134,689 | $7.2M |
| Landscape Capital Management, L.L.C. | 0.62% | New | 130,417 | $7.0M |
| Wells Fargo & Company | 0.00% | Add +20.8% | 112,187 | $6.0M |
| AQR Capital Management | 0.01% | Reduce -43.8% | 109,512 | $5.8M |
| Invesco Ltd. | 0.00% | Add +12.3% | 102,657 | $5.5M |
| Cubist Systematic Strategies, LLC | 0.07% | Add +715.8% | 97,148 | $5.2M |
| Nuveen, LLC | 0.00% | — | 88,473 | $4.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +146.0% | 88,177 | $4.7M |
| Clearline Capital LP | 0.45% | Reduce -24.9% | 82,770 | $4.4M |
| Ancora Advisors LLC | 0.10% | Add +55.8% | 81,650 | $4.4M |
| Franklin Resources Inc. | 0.00% | Add +12.8% | 81,630 | $4.4M |
| LPL Financial LLC | 0.00% | Add +67.8% | 77,553 | $4.1M |
| Susquehanna Fundamental Investments, LLC | 0.07% | Add +49.3% | 77,062 | $4.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +16.3% | 74,309 | $4.0M |
| Public Sector Pension Investment Board | 0.02% | Add +27.3% | 72,526 | $3.9M |
| Rhumbline Advisers | 0.00% | Reduce -4.2% | 72,141 | $3.9M |
| First Trust Advisors LP | 0.00% | Add +2.1% | 71,293 | $3.8M |
| LSV Asset Management | 0.01% | Add +2378.9% | 69,408 | $3.7M |
| Marshall Wace, LLP | 0.01% | New | 69,336 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.17% | Add +2.2% | 69,043 | $3.7M |
| Legal & General Group Plc | 0.00% | Reduce -2.6% | 62,529 | $3.3M |
| HRT Financial LP | 0.02% | Add +318.5% | 59,219 | $3.2M |
| Balyasny Asset Management L.P. | 0.01% | Add +825.6% | 58,192 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.7% | 55,313 | $3.0M |
| Point72 Hong Kong Ltd | 0.21% | Add +10.0% | 55,104 | $2.9M |
| American Century Companies Inc. | 0.00% | Add +11.1% | 54,762 | $2.9M |
| Verition Fund Management LLC | 0.02% | Add +128.0% | 52,499 | $2.8M |
| Nordea Investment Management AB | 0.00% | Add +0.4% | 49,152 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -55.2% | 48,239 | $2.6M |
| Bank of Montreal | 0.00% | Add +77.2% | 45,481 | $2.4M |
| Swiss National Bank | 0.00% | Reduce -1.6% | 44,300 | $2.4M |
| Deutsche Bank AG | 0.00% | Reduce -29.4% | 39,642 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +175.8% | 37,753 | $2.0M |
| Citigroup Inc. | 0.00% | Add +9.8% | 36,357 | $1.9M |
| ExodusPoint Capital Management, LP | 0.02% | New | 34,830 | $1.9M |
| Clark Estates Inc. | 0.39% | Reduce -9.3% | 34,200 | $1.8M |
| Barclays PLC | 0.00% | Reduce -23.6% | 34,193 | $1.8M |
| Jump Financial, LLC | 0.02% | New | 30,230 | $1.6M |
| Villanova Investment Management Co LLC | 1.55% | Reduce -54.2% | 10,125 | $1.6M |
| Atom Investors LP | 0.19% | Add +33.1% | 28,336 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Add +2.3% | 26,761 | $1.4M |
| Centiva Capital, LP | 0.08% | Add +255.8% | 26,431 | $1.4M |
| Engineers Gate Manager LP | 0.02% | New | 23,603 | $1.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -13.6% | 23,445 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.4% | 22,700 | $1.2M |
| Quantbot Technologies LP | 0.04% | New | 21,428 | $1.1M |
| California State Teachers Retirement System | 0.00% | No change | 21,360 | $1.1M |
| Public Employees Retirement System of Ohio | 0.00% | Add +2155.9% | 20,010 | $1.1M |
| QSV Equity Investors LLC | 1.08% | Reduce -0.2% | 19,507 | $1.0M |
| Walleye Capital LLC | 0.01% | Add +11538.3% | 19,436 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +42.6% | 19,146 | $1.0M |
| Aquatic Capital Management LLC | 0.02% | New | 18,291 | $978K |
| Graham Capital Management, L.P. | 0.04% | New | 18,094 | $968K |
| Ninety One UK Ltd | 0.00% | Reduce -37.1% | 17,578 | $940K |
| Jane Street Group, LLC | 0.00% | Reduce -67.2% | 17,417 | $932K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 16,788 | $898K |
| Point72 Asset Management | 0.00% | Add +238.1% | 14,540 | $778K |
| Royce & Associates LP | 0.01% | Add +141.3% | 14,333 | $767K |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -57.8% | 13,908 | $744K |
| Two Sigma Investments, LP | 0.00% | Add +91.1% | 13,777 | $737K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.3% | 13,533 | $724K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.0% | 13,531 | $724K |
| SG Americas Securities, LLC | 0.00% | New | 13,351 | $714K |
| Intech Investment Management LLC | 0.01% | Add +41.7% | 13,323 | $713K |
"% of holder's portfolio" is HELE's weight in each manager's 13F, not the share of Helen of Troy Ltd. the manager owns.