Helen of TroyHELE
13F holders, Q2 2025 (June 30)209holders −20
42new positions
63sold out
5famous investors
$28.37avg. 13F price*
At the end of Q2 2025, 209 institutions reported holding Helen of Troy Ltd. (HELE) in their 13F filings, down 20 from Q1 2025. 42 opened new positions and 63 sold out. The largest holders were BlackRock, Inc. ($98.9M), Vanguard Group Inc. ($74.0M) and FMR LLC ($73.5M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Helen of Troy Ltd.
- CUSIP
- G4388N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $37.8M |
| Exits | 63 | $153.1M |
All 13F filers, Q1 2025 → Q2 2025: 3,751,370 shares bought and 3,881,141 shares sold, net −129,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| BlackRock, Inc. | 0.00% | Reduce -0.4% | 3,485,966 | $98.9M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 2,606,759 | $74.0M |
| FMR LLC | 0.00% | Add +0.1% | 2,589,051 | $73.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.3% | 1,038,537 | $29.5M |
| Pzena Investment Management LLC | 0.09% | Add +30.3% | 985,331 | $28.0M |
| State Street Corp. | 0.00% | Reduce -0.5% | 902,789 | $25.6M |
| Earnest Partners LLC | 0.10% | Reduce -1.2% | 771,670 | $21.9M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 638,536 | $18.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +16.3% | 605,104 | $17.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.6% | 557,368 | $15.8M |
| Ameriprise Financial Inc. | 0.00% | Add +213.9% | 450,078 | $12.8M |
| CastleKnight Management LP | 0.84% | New | 439,500 | $12.5M |
| D. E. Shaw & Co. | 0.01% | Add +105.3% | 421,575 | $12.0M |
| Federated Hermes, Inc. | 0.02% | Add +100.4% | 372,049 | $10.6M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Add +3.4% | 343,963 | $9.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +63.8% | 341,916 | $9.7M |
| Invenomic Capital Management LP | 0.53% | Add +37.7% | 328,722 | $9.3M |
| Morgan Stanley | 0.00% | Add +17.2% | 322,934 | $9.2M |
| M&G PLC | 0.05% | New | 319,686 | $9.0M |
| AQR Capital Management | 0.01% | Add +188.1% | 315,523 | $8.8M |
| Wellington Management Group LLP | 0.00% | Add +3.1% | 288,241 | $8.2M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +21.8% | 273,020 | $7.7M |
| Capital International Investors | 0.00% | No change | 269,597 | $7.7M |
| Millennium Management | 0.01% | Add +0.3% | 262,681 | $7.5M |
| Systematic Financial Management LP | 0.18% | Add +2.8% | 241,138 | $6.8M |
| Northern Trust Corp. | 0.00% | Reduce -9.5% | 238,666 | $6.8M |
| Glenmede Investment Management, LP | 0.03% | — | 231,853 | $6.6M |
| Rwwm, Inc. | 0.45% | New | 192,861 | $5.5M |
| Bank of New York Mellon Corp | 0.00% | Add +0.8% | 168,059 | $4.8M |
| SG Americas Securities, LLC | 0.02% | Add +1086.6% | 158,419 | $4.5M |
| Invesco Ltd. | 0.00% | Add +41.9% | 145,663 | $4.1M |
| Principal Financial Group Inc. | 0.00% | Add +2.5% | 138,109 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.1% | 137,443 | $3.9M |
| Marshall Wace, LLP | 0.00% | Add +58.0% | 109,514 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -4.0% | 107,684 | $3.1M |
| UBS Group AG | 0.00% | Reduce -28.0% | 97,833 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +158.3% | 97,504 | $2.8M |
| Franklin Resources Inc. | 0.00% | Add +19.3% | 97,417 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +30.8% | 97,172 | $2.8M |
| Verition Fund Management LLC | 0.02% | Add +82.2% | 95,639 | $2.7M |
| Engineers Gate Manager LP | 0.03% | Add +293.9% | 92,984 | $2.6M |
| Landscape Capital Management, L.L.C. | 0.21% | Reduce -28.8% | 92,907 | $2.6M |
| Victory Capital Management Inc. | 0.00% | Add +1162.3% | 81,053 | $2.3M |
| Public Sector Pension Investment Board | 0.01% | Add +7.4% | 77,876 | $2.2M |
| Nuveen, LLC | 0.00% | Reduce -12.1% | 77,765 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +11.7% | 77,143 | $2.2M |
| LSV Asset Management | 0.01% | Add +10.8% | 76,892 | $2.2M |
| LPL Financial LLC | 0.00% | Reduce -1.2% | 76,598 | $2.2M |
| Rhumbline Advisers | 0.00% | Add +1.9% | 73,507 | $2.1M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Reduce -7.1% | 71,560 | $2.0M |
| Nordea Investment Management AB | 0.00% | Add +41.2% | 69,400 | $2.0M |
| Squarepoint Ops LLC | 0.00% | New | 68,369 | $1.9M |
| First Trust Advisors LP | 0.00% | Reduce -4.8% | 67,884 | $1.9M |
| Legal & General Group Plc | 0.00% | Reduce -1.8% | 61,413 | $1.7M |
| American Century Companies Inc. | 0.00% | Add +4.6% | 57,265 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -39.0% | 53,797 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +558.3% | 46,750 | $1.3M |
| Swiss National Bank | 0.00% | Reduce -1.6% | 43,600 | $1.2M |
| Barclays PLC | 0.00% | Add +25.2% | 42,795 | $1.2M |
| Capital Fund Management S.A. | 0.01% | Add +218.5% | 39,620 | $1.1M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | New | 38,205 | $1.1M |
| Quantbot Technologies LP | 0.03% | Add +63.9% | 35,112 | $996K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -39.8% | 35,016 | $994K |
| Clark Estates Inc. | 0.22% | No change | 34,200 | $971K |
| Jain Global LLC | 0.01% | New | 32,112 | $911K |
| Walleye Capital LLC | 0.01% | Add +61.9% | 31,457 | $893K |
| Graham Capital Management, L.P. | 0.03% | Add +67.3% | 30,271 | $859K |
| Villanova Investment Management Co LLC | 0.89% | Add +198.8% | 30,250 | $858K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 27,195 | $772K |
| Alliancebernstein L.P. | 0.00% | No change | 26,761 | $759K |
| Point72 Asset Management | 0.00% | Add +81.4% | 26,378 | $749K |
| QSV Equity Investors LLC | 0.74% | Add +28.9% | 25,142 | $714K |
| Qube Research & Technologies Ltd | 0.00% | New | 24,924 | $707K |
| Pacific Ridge Capital Partners, LLC | 0.17% | Add +114.3% | 24,612 | $698K |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.7% | 23,996 | $682K |
| New York State Teachers Retirement System | 0.00% | No change | 23,445 | $665K |
| Citigroup Inc. | 0.00% | Reduce -37.9% | 22,573 | $641K |
| Bank of Montreal | 0.00% | Reduce -52.8% | 21,476 | $609K |
| California State Teachers Retirement System | 0.00% | No change | 21,360 | $606K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.4% | 20,489 | $581K |
| Wolverine Trading, LLC | 0.01% | Add +205.4% | 20,012 | $567K |
| Deutsche Bank AG | 0.00% | Reduce -49.6% | 19,981 | $567K |
| Creative Planning | 0.00% | Add +381.3% | 19,821 | $563K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.5% | 18,852 | $535K |
| Cerity Partners LLC | 0.00% | New | 18,798 | $533K |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 16,967 | $482K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -89.5% | 16,955 | $481K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.5% | 16,870 | $479K |
| IMC-Chicago, LLC | 0.01% | New | 15,841 | $450K |
| Royce & Associates LP | 0.00% | No change | 14,333 | $407K |
| State of Wisconsin Investment Board | 0.00% | New | 13,856 | $393K |
| Inspire Investing, LLC | 0.04% | Add +113.4% | 13,797 | $392K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 13,700 | $389K |
| State of Alaska, Department of Revenue | 0.00% | Add +8.0% | 13,672 | $387K |
| MetLife Investment Management, LLC | 0.00% | No change | 13,531 | $384K |
| Sei Investments Co. | 0.00% | Add +39.1% | 13,147 | $373K |
| Hancock Whitney Corp. | 0.01% | New | 12,888 | $366K |
| Group One Trading LLC | 0.01% | New | 12,776 | $363K |
| Counterpoint Mutual Funds LLC | 0.03% | Add +93.7% | 12,764 | $362K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,062 | $361K |
| Bayesian Capital Management, LP | 0.06% | New | 12,693 | $360K |
| Intech Investment Management LLC | 0.00% | Reduce -5.1% | 12,639 | $359K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -7.3% | 12,552 | $356K |
| Wellington Shields Capital Management, LLC | 0.06% | No change | 11,800 | $335K |
| JPMorgan Chase & Co. | 0.00% | Reduce -94.3% | 11,748 | $333K |
| Illinois Municipal Retirement Fund | 0.00% | Reduce -5.4% | 11,688 | $332K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -0.2% | 11,362 | $322K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.3% | 11,246 | $319K |
| PEAK6 LLC | 0.01% | New | 11,079 | $314K |
| Blueshift Asset Management, LLC | 0.10% | New | 11,046 | $313K |
| BNP Paribas Financial Markets | 0.00% | Add +280.0% | 10,833 | $307K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.9% | 10,700 | $304K |
| Quantinno Capital Management LP | 0.00% | New | 10,430 | $296K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -20.5% | 10,277 | $292K |
| Corton Capital Inc. | 0.34% | New | 10,201 | $290K |
| CM Management, LLC | 0.26% | New | 10,000 | $284K |
| Fisher Asset Management | 0.00% | Reduce -8.8% | 9,913 | $281K |
| Janus Henderson Group PLC | 0.00% | Reduce -97.0% | 9,060 | $257K |
| Tidal Investments LLC | 0.00% | Add +74.9% | 8,522 | $242K |
| Yousif Capital Management, LLC | 0.00% | No change | 8,515 | $242K |
| US Bancorp \de | 0.00% | Reduce -23.1% | 8,220 | $233K |
| AXA S.A. | 0.00% | Reduce -24.4% | 7,352 | $209K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 7,246 | $206K |
| New York State Common Retirement Fund | 0.00% | No change | 7,201 | $204K |
| &partners | 0.00% | Add +19.3% | 7,111 | $202K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 7,034 | $200K |
| Cwm, LLC | 0.00% | Add +556.6% | 6,927 | $197K |
| Canada Pension Plan Investment Board | 0.00% | Add +407.7% | 6,600 | $187K |
| Amalgamated Bank | 0.00% | No change | 6,518 | $185K |
| GAMMA Investing LLC | 0.01% | Add +774.7% | 6,114 | $174K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +16.2% | 5,454 | $155K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 5,231 | $148K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -39.7% | 4,934 | $140K |
| Leonteq Securities AG | 0.01% | Add +833.5% | 4,630 | $131K |
| PNC Financial Services Group, Inc. | 0.00% | Add +26.4% | 4,013 | $114K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -24.5% | 4,000 | $114K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,662 | $76K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,394 | $68K |
| Summit Securities Group LLC | 0.02% | New | 2,387 | $68K |
| Shell Asset Management Co. | 0.00% | Reduce -9.8% | 2,348 | $67K |
| Lazard Asset Management LLC | 0.00% | New | 2,368 | $67K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +216.1% | 1,998 | $57K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 1,800 | $51K |
| Parallel Advisors, LLC | 0.00% | Add +2820.0% | 1,752 | $50K |
| STRS Ohio | 0.00% | New | 1,700 | $48K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 1,540 | $45K |
| Signaturefd, LLC | 0.00% | Add +71.1% | 1,429 | $41K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,298 | $37K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -77.3% | 1,202 | $34K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 1,157 | $33K |
| State of Wyoming | 0.00% | Reduce -40.6% | 1,149 | $33K |
| Raymond James Financial Inc. | 0.00% | Reduce -98.2% | 985 | $28K |
| IMA Advisory Services, Inc. | 0.00% | No change | 963 | $27K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.5% | 833 | $24K |
| Pflug Koory, LLC | 0.01% | No change | 705 | $20K |
| Sterling Capital Management LLC | 0.00% | Add +55.5% | 611 | $17K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 530 | $15K |
| Brooklyn Investment Group | 0.00% | Add +354.5% | 459 | $13K |
| Traub Capital Management LLC | 0.01% | — | 430 | $12K |
| Principal Securities, Inc. | 0.00% | Add +8.1% | 401 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +263.2% | 385 | $11K |
| Bessemer Group Inc. | 0.00% | Reduce -26.2% | 282 | $8K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 278 | $8K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +219.2% | 249 | $7K |
| True Wealth Design, LLC | 0.00% | New | 224 | $6K |
| MTM Investment Management, LLC | 0.00% | New | 200 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | Add +36.6% | 194 | $6K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 187 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +17.0% | 186 | $5K |
| Fifth Third Bancorp | 0.00% | Reduce -52.9% | 153 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 143 | $4K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +1.5% | 135 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 132 | $4K |
| Versant Capital Management, Inc | 0.00% | Reduce -69.9% | 126 | $4K |
| Arax Advisory Partners | 0.00% | New | 114 | $3K |
| MAI Capital Management | 0.00% | Add +68.2% | 111 | $3K |
| WealthCollab, LLC | 0.00% | New | 101 | $3K |
| Larson Financial Group LLC | 0.00% | New | 95 | $3K |
| Huntington National Bank | 0.00% | Add +2025.0% | 85 | $2K |
| Essential Partners LLC | 0.00% | — | 77 | $2K |
| Clearstead Trust, LLC | 0.00% | Add +200.0% | 72 | $2K |
| Red Tortoise LLC | 0.00% | New | 72 | $2K |
| UMB Bank, n.a. | 0.00% | Add +11.7% | 67 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 45 | $1K |
| Whittier Trust Co. | 0.00% | Reduce -51.1% | 44 | $1K |
| Sittner & Nelson, LLC | 0.00% | No change | 40 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -14.9% | 40 | $1K |
| Fortitude Family Office, LLC | 0.00% | New | 39 | $1K |
| Covestor Ltd | 0.00% | Add +76.9% | 23 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -22.2% | 35 | $993 |
| Allworth Financial LP | 0.00% | New | 34 | $965 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 28 | $795 |
| Private Wealth Management Group, LLC | 0.00% | No change | 26 | $738 |
| Jones Financial Companies LLLP | 0.00% | New | 23 | $652 |
| Trust Co. of Toledo NA | 0.00% | New | 20 | $568 |
| Rise Advisors, LLC | 0.00% | New | 16 | $454 |
| Quarry LP | 0.00% | Reduce -94.8% | 12 | $341 |
| Asset Dedication, LLC | 0.00% | No change | 12 | $341 |
| WealthTrak Capital Management LLC | 0.00% | New | 10 | $284 |
| SouthState Bank Corp | 0.00% | New | 10 | $284 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 10 | $284 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -33.3% | 10 | $284 |
| Parkworth Wealth Management, Inc. | 0.00% | New | 9 | $255 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 6 | $170 |
| WPG Advisers, LLC | 0.00% | Reduce -92.7% | 5 | $142 |
| MorganRosel Wealth Management, LLC | 0.00% | No change | 3 | $85 |
| Raffa Wealth Management, LLC | 0.00% | No change | 2 | $57 |
| Abound Wealth Management | 0.00% | No change | 2 | $57 |
| North Star Investment Management Corp. | 0.00% | No change | 1 | $28 |
"% of holder's portfolio" is HELE's weight in each manager's 13F, not the share of Helen of Troy Ltd. the manager owns.