Helen of TroyHELE
13F holders, Q4 2025 (December 31)193holders −13
39new positions
48sold out
6famous investors
$21.25avg. 13F price*
At the end of Q4 2025, 193 institutions reported holding Helen of Troy Ltd. (HELE) in their 13F filings, down 13 from Q3 2025. 39 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($37.4M), Vanguard Group Inc. ($32.4M) and Millennium Management ($22.3M). 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Helen of Troy Ltd.
- CUSIP
- G4388N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $49.4M |
| Exits | 48 | $36.3M |
All 13F filers, Q3 2025 → Q4 2025: 5,622,729 shares bought and 5,875,002 shares sold, net −252,273 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| BlackRock, Inc. | 0.00% | Reduce -48.8% | 1,761,306 | $37.4M |
| Vanguard Group Inc. | 0.00% | Reduce -28.7% | 1,526,957 | $32.4M |
| Millennium Management | 0.02% | Add +149.2% | 1,049,381 | $22.3M |
| Pzena Investment Management LLC | 0.06% | Reduce -6.3% | 947,568 | $20.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +24.9% | 881,344 | $18.7M |
| Ameriprise Financial Inc. | 0.00% | Add +19.1% | 784,868 | $16.7M |
| Wellington Management Group LLP | 0.00% | Add +1.3% | 756,909 | $16.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -21.0% | 748,783 | $15.9M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -26.6% | 700,604 | $14.9M |
| Bank of America Corp. | 0.00% | Add +35.5% | 648,548 | $13.8M |
| Rwwm, Inc. | 0.92% | Add +22.7% | 632,140 | $13.4M |
| UBS Group AG | 0.00% | Add +386.0% | 616,992 | $13.1M |
| Invenomic Capital Management LP | 0.61% | Add +6.9% | 593,310 | $12.6M |
| Paradigm Capital Management Inc. | 0.50% | New | 564,200 | $12.0M |
| Geode Capital Management, LLC | 0.00% | Add +10.0% | 557,231 | $11.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -24.1% | 511,630 | $10.9M |
| State Street Corp. | 0.00% | Reduce -45.6% | 488,516 | $10.4M |
| CastleKnight Management LP | 0.57% | Reduce -4.8% | 468,300 | $10.0M |
| Two Sigma Investments, LP | 0.01% | Add +113.7% | 396,991 | $8.4M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +16.1% | 392,665 | $8.3M |
| Systematic Financial Management LP | 0.19% | Reduce -0.6% | 381,645 | $8.1M |
| Morgan Stanley | 0.00% | Add +16.3% | 374,573 | $8.0M |
| Jane Street Group, LLC | 0.01% | Add +1781.4% | 288,940 | $6.1M |
| Federated Hermes, Inc. | 0.01% | Add +46.4% | 273,893 | $5.8M |
| Capital International Investors | 0.00% | No change | 269,597 | $5.7M |
| Earnest Partners LLC | 0.02% | Reduce -15.7% | 262,634 | $5.6M |
| Rubric Capital Management LP | 0.07% | New | 256,937 | $5.5M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -30.6% | 249,642 | $5.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 231,391 | $4.9M |
| Citadel Advisors | 0.00% | Add +502.3% | 223,520 | $4.7M |
| Northern Trust Corp. | 0.00% | Reduce -16.1% | 190,313 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.8% | 182,125 | $3.9M |
| AQR Capital Management | 0.00% | Reduce -0.7% | 177,292 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.7% | 164,964 | $3.5M |
| Marshall Wace, LLP | 0.00% | New | 156,093 | $3.3M |
| Squarepoint Ops LLC | 0.01% | Add +492.6% | 148,390 | $3.2M |
| Franklin Resources Inc. | 0.00% | Add +7.6% | 144,739 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -22.5% | 137,344 | $2.9M |
| Barclays PLC | 0.00% | Add +250.6% | 114,549 | $2.4M |
| Invesco Ltd. | 0.00% | Reduce -35.9% | 112,491 | $2.4M |
| Prescott Group Capital Management, L.L.C. | 0.22% | New | 110,291 | $2.3M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 106,051 | $2.3M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Add +25.8% | 102,985 | $2.2M |
| Two Sigma Advisers, LP | 0.00% | New | 95,900 | $2.0M |
| Campbell & CO Investment Adviser LLC | 0.10% | New | 94,883 | $2.0M |
| Capital Fund Management S.A. | 0.02% | Add +105.2% | 94,744 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +7.4% | 86,243 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -50.0% | 81,026 | $1.7M |
| Balyasny Asset Management L.P. | 0.00% | New | 79,069 | $1.7M |
| Point72 Asset Management | 0.00% | New | 74,117 | $1.6M |
| LSV Asset Management | 0.00% | Reduce -4.9% | 73,092 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +59.3% | 68,101 | $1.4M |
| Pinnacle Holdings, LLC | 0.55% | New | 67,986 | $1.4M |
| Engineers Gate Manager LP | 0.01% | New | 59,454 | $1.3M |
| Walleye Capital LLC | 0.01% | Add +2864600.0% | 57,294 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.2% | 57,188 | $1.2M |
| Nuveen, LLC | 0.00% | Reduce -22.8% | 56,224 | $1.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +19546.4% | 54,617 | $1.2M |
| Pacific Ridge Capital Partners, LLC | 0.24% | Add +14.9% | 50,536 | $1.1M |
| Jain Global LLC | 0.01% | New | 48,220 | $1.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -66.5% | 47,427 | $1.0M |
| Seven Six Capital Management, LLC | 1.01% | Reduce -13.7% | 47,200 | $1.0M |
| ExodusPoint Capital Management, LP | 0.01% | Add +246.1% | 47,120 | $1.0M |
| Weiss Asset Management LP | 0.02% | New | 47,100 | $1.0M |
| American Century Companies Inc. | 0.00% | Reduce -24.5% | 46,962 | $998K |
| Prudential Financial Inc. | 0.00% | Add +48.0% | 45,283 | $962K |
| Sei Investments Co. | 0.00% | Add +252.5% | 44,345 | $942K |
| Villanova Investment Management Co LLC | 0.64% | Reduce -20.9% | 42,621 | $906K |
| Jump Financial, LLC | 0.01% | Reduce -49.0% | 41,857 | $889K |
| Mork Capital Management, LLC | 0.52% | No change | 40,000 | $850K |
| Quantinno Capital Management LP | 0.00% | New | 37,086 | $788K |
| Brooklyn Investment Group | 0.03% | New | 35,796 | $755K |
| SummerHaven Investment Management, LLC | 0.43% | No change | 35,487 | $754K |
| Clark Estates Inc. | 0.18% | No change | 34,200 | $727K |
| T. Rowe Price Associates Inc. | 0.00% | Add +37.5% | 33,958 | $722K |
| IMC-Chicago, LLC | 0.01% | Add +34.5% | 33,244 | $706K |
| Quantbot Technologies LP | 0.02% | Add +102.8% | 32,587 | $692K |
| Bridgefront Capital, LLC | 0.17% | New | 32,394 | $688K |
| Citigroup Inc. | 0.00% | Add +36.0% | 32,367 | $688K |
| Tudor Investment Corporation | 0.00% | New | 31,258 | $664K |
| Rhumbline Advisers | 0.00% | Reduce -58.4% | 30,999 | $659K |
| Cetera Investment Advisers | 0.00% | Reduce -25.1% | 30,078 | $639K |
| Boothbay Fund Management, LLC | 0.02% | Add +56.9% | 29,948 | $636K |
| Walleye Trading LLC | 0.01% | New | 29,333 | $623K |
| Creative Planning | 0.00% | Reduce -5.8% | 27,088 | $576K |
| Man Group plc | 0.00% | New | 24,842 | $528K |
| Aster Capital Management (DIFC) Ltd | 0.22% | New | 23,718 | $504K |
| KLP Kapitalforvaltning As | 0.00% | Add +470.0% | 22,800 | $485K |
| Inspire Investing, LLC | 0.04% | Add +20.8% | 22,027 | $468K |
| Deutsche Bank AG | 0.00% | Reduce -4.0% | 21,340 | $453K |
| Empirical Asset Management, LLC | 0.12% | Add +13.8% | 20,544 | $437K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 20,357 | $433K |
| Aquatic Capital Management LLC | 0.01% | New | 18,549 | $394K |
| Verition Fund Management LLC | 0.00% | Reduce -8.8% | 17,800 | $378K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 16,967 | $361K |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.0% | 16,772 | $356K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -20.6% | 16,599 | $353K |
| Blueshift Asset Management, LLC | 0.10% | New | 16,510 | $351K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 16,408 | $349K |
| Gsa Capital Partners LLP | 0.03% | New | 16,086 | $342K |
"% of holder's portfolio" is HELE's weight in each manager's 13F, not the share of Helen of Troy Ltd. the manager owns.