Helen of TroyHELE
13F holders, Q1 2026 (March 31)188holders −5
36new positions
43sold out
6famous investors
$14.44avg. 13F price*
At the end of Q1 2026, 188 institutions reported holding Helen of Troy Ltd. (HELE) in their 13F filings, down 5 from Q4 2025. 36 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($25.2M), Rwwm, Inc. ($16.9M) and Vanguard Capital Management LLC ($14.5M). 6 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 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $10.9M |
| Exits | 43 | $43.4M |
All 13F filers, Q4 2025 → Q1 2026: 4,017,750 shares bought and 5,315,986 shares sold, net −1,298,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 188 holders
| BlackRock, Inc. | 0.00% | Reduce -0.9% | 1,745,908 | $25.2M |
| Rwwm, Inc. | 1.24% | Add +85.7% | 1,173,829 | $16.9M |
| Vanguard Capital Management LLC | 0.00% | — | 1,006,864 | $14.5M |
| Paradigm Capital Management Inc. | 0.51% | Add +64.3% | 927,100 | $13.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.8% | 924,012 | $13.3M |
| D. E. Shaw & Co. | 0.01% | Add +2.1% | 764,301 | $11.0M |
| Pzena Investment Management LLC | 0.04% | Reduce -19.7% | 761,173 | $11.0M |
| AQR Capital Management | 0.01% | Add +330.2% | 762,771 | $10.8M |
| Wellington Management Group LLP | 0.00% | Reduce -3.4% | 730,888 | $10.5M |
| Invenomic Capital Management LP | 0.43% | Add +9.5% | 649,459 | $9.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.4% | 640,356 | $9.2M |
| CastleKnight Management LP | 0.43% | Add +34.5% | 629,700 | $9.1M |
| Bank of America Corp. | 0.00% | Reduce -6.4% | 606,798 | $8.8M |
| Geode Capital Management, LLC | 0.00% | Add +3.8% | 578,350 | $8.3M |
| State Street Corp. | 0.00% | Add +5.5% | 515,647 | $7.4M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -28.8% | 498,745 | $7.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.9% | 491,774 | $7.1M |
| Federated Hermes, Inc. | 0.01% | Add +68.2% | 460,762 | $6.6M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +0.8% | 395,885 | $5.7M |
| Rubric Capital Management LP | 0.06% | Add +42.5% | 366,226 | $5.3M |
| Prescott Group Capital Management, L.L.C. | 0.51% | Add +222.9% | 356,111 | $5.1M |
| Vanguard Portfolio Management LLC | 0.00% | — | 332,593 | $4.8M |
| Morgan Stanley | 0.00% | Reduce -25.0% | 280,804 | $4.0M |
| Balyasny Asset Management L.P. | 0.01% | Add +225.0% | 257,000 | $3.7M |
| Earnest Partners LLC | 0.01% | Reduce -9.5% | 237,641 | $3.4M |
| Marshall Wace, LLP | 0.00% | Add +43.1% | 223,397 | $3.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 190,031 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 192,769 | $2.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -22.4% | 179,500 | $2.6M |
| Engineers Gate Manager LP | 0.03% | Add +192.7% | 174,000 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 169,869 | $2.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 156,238 | $2.3M |
| Barclays PLC | 0.00% | Add +35.4% | 155,064 | $2.2M |
| Millennium Management | 0.00% | Reduce -86.3% | 143,463 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +3.6% | 142,297 | $2.1M |
| HSBC Holdings PLC | 0.00% | New | 137,389 | $1.9M |
| Trexquant Investment LP | 0.01% | New | 133,448 | $1.9M |
| Vanguard Global Advisers, LLC | 0.00% | — | 126,139 | $1.8M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -53.3% | 116,595 | $1.7M |
| Aquatic Capital Management LLC | 0.04% | Add +442.7% | 100,665 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.09% | New | 97,659 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +7.0% | 92,233 | $1.3M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -21.4% | 80,955 | $1.2M |
| Pinnacle Holdings, LLC | 0.41% | Add +18.1% | 80,274 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.0% | 80,184 | $1.2M |
| Nomura Holdings Inc. | 0.01% | New | 79,884 | $1.2M |
| Invesco Ltd. | 0.00% | Reduce -29.1% | 79,748 | $1.1M |
| Seven Six Capital Management, LLC | 1.18% | Add +61.4% | 76,200 | $1.1M |
| Creative Planning | 0.00% | Add +172.1% | 73,705 | $1.1M |
| LSV Asset Management | 0.00% | No change | 73,092 | $1.1M |
| CM Management, LLC | 0.84% | Add +366.7% | 70,000 | $1.0M |
| UBS Group AG | 0.00% | Reduce -88.9% | 68,650 | $990K |
| American Century Companies Inc. | 0.00% | Add +44.4% | 67,812 | $978K |
| Jump Financial, LLC | 0.01% | Add +49.4% | 62,553 | $902K |
| Pacific Ridge Capital Partners, LLC | 0.18% | Add +13.5% | 57,380 | $827K |
| Nuveen, LLC | 0.00% | Add +0.6% | 56,532 | $815K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.8% | 56,178 | $810K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | No change | 54,617 | $788K |
| Tudor Investment Corporation | 0.00% | Add +68.6% | 52,693 | $760K |
| Man Group plc | 0.00% | Add +102.5% | 50,302 | $725K |
| Blueshift Asset Management, LLC | 0.22% | Add +198.5% | 49,278 | $711K |
| Aster Capital Management (DIFC) Ltd | 0.22% | Reduce -47.9% | 12,361 | $661K |
| Quantinno Capital Management LP | 0.00% | Add +22.6% | 45,465 | $656K |
| Jane Street Group, LLC | 0.00% | Reduce -85.9% | 40,862 | $589K |
| Mork Capital Management, LLC | 0.41% | No change | 40,000 | $577K |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.0% | 39,739 | $574K |
| Renaissance Technologies | 0.00% | New | 39,610 | $571K |
| Gsa Capital Partners LLP | 0.03% | Add +136.9% | 38,108 | $550K |
| Citadel Advisors | 0.00% | Reduce -83.4% | 37,187 | $536K |
| Inspire Investing, LLC | 0.03% | Add +64.7% | 36,282 | $523K |
| Clark Estates Inc. | 0.12% | No change | 34,200 | $493K |
| Sei Investments Co. | 0.00% | Reduce -24.1% | 33,637 | $485K |
| Ieq Capital, LLC | 0.00% | New | 33,543 | $484K |
| Cetera Investment Advisers | 0.00% | Add +9.0% | 32,787 | $473K |
| EntryPoint Capital, LLC | 0.14% | New | 32,150 | $464K |
| IMC-Chicago, LLC | 0.01% | Reduce -3.3% | 32,135 | $463K |
| Rhumbline Advisers | 0.00% | Reduce -0.2% | 30,950 | $446K |
| Cerity Partners LLC | 0.00% | New | 29,934 | $432K |
| SummerHaven Investment Management, LLC | 0.25% | Reduce -20.1% | 28,366 | $409K |
| Fox Run Management, L.L.C. | 0.07% | New | 27,995 | $392K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -46.0% | 25,457 | $367K |
| Deutsche Bank AG | 0.00% | Add +10.1% | 23,503 | $339K |
| KLP Kapitalforvaltning As | 0.00% | No change | 22,800 | $329K |
| Acadian Asset Management LLC | 0.00% | Add +35.9% | 21,033 | $303K |
| Alliancebernstein L.P. | 0.00% | No change | 13,946 | $296K |
| Hancock Whitney Corp. | 0.01% | Add +7.9% | 12,644 | $293K |
| Empirical Asset Management, LLC | 0.08% | Reduce -1.5% | 20,240 | $292K |
| Cwm, LLC | 0.00% | Add +580.0% | 19,327 | $279K |
| Caprock Group, LLC | 0.01% | New | 18,843 | $272K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 17,131 | $250K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 16,967 | $245K |
| Franklin Resources Inc. | 0.00% | Reduce -89.1% | 15,765 | $227K |
| Mercer Global Advisors Inc. | 0.00% | New | 15,679 | $226K |
| Exchange Traded Concepts, LLC | 0.00% | Add +25.1% | 15,464 | $223K |
| &partners | 0.00% | Add +4.6% | 15,645 | $223K |
| Quadrature Capital Ltd | 0.00% | New | 14,382 | $207K |
| Brevan Howard Capital Management LP | 0.00% | New | 14,229 | $205K |
| Atom Investors LP | 0.01% | New | 13,606 | $196K |
| Vident Advisory, LLC | 0.00% | New | 12,743 | $184K |
| BNP Paribas Financial Markets | 0.00% | Reduce -25.4% | 12,520 | $181K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.2% | 12,154 | $175K |
| Royal Bank of Canada | 0.00% | Add +64.3% | 12,023 | $173K |
| Centiva Capital, LP | 0.01% | New | 11,879 | $171K |
| Wellington Shields Capital Management, LLC | 0.03% | No change | 11,800 | $170K |
| Canada Pension Plan Investment Board | 0.00% | Add +200.0% | 11,400 | $164K |
| Leonteq Securities AG | 0.01% | Add +166.6% | 11,088 | $160K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 11,027 | $159K |
| Angeles Wealth Management, LLC | 0.01% | New | 10,855 | $157K |
| Royce & Associates LP | 0.00% | Reduce -25.9% | 10,626 | $153K |
| DAVENPORT & Co LLC | 0.00% | Add +11.6% | 10,550 | $152K |
| STRS Ohio | 0.00% | Add +131.8% | 10,200 | $147K |
| MetLife Investment Management, LLC | 0.00% | Reduce -25.2% | 10,124 | $146K |
| Capstone Financial Advisors, Inc. | 0.01% | New | 10,000 | $144K |
| New York State Common Retirement Fund | 0.00% | No change | 7,201 | $104K |
| Group One Trading LLC | 0.00% | Reduce -27.4% | 6,690 | $96K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 6,564 | $95K |
| Walleye Trading LLC | 0.00% | Reduce -80.4% | 5,754 | $83K |
| Citigroup Inc. | 0.00% | Reduce -82.6% | 5,646 | $81K |
| FMR LLC | 0.00% | Add +70.0% | 4,241 | $61K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 4,000 | $58K |
| Clearstead Advisors, LLC | 0.00% | New | 3,657 | $53K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -78.7% | 3,530 | $51K |
| Signaturefd, LLC | 0.00% | Reduce -13.0% | 3,331 | $48K |
| Simplex Trading, LLC | 0.00% | New | 3,038 | $44K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,662 | $38K |
| Versant Capital Management, Inc | 0.00% | Add +19.3% | 2,341 | $34K |
| Legal & General Group Plc | 0.00% | No change | 2,130 | $31K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 2,100 | $30K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,914 | $28K |
| GAMMA Investing LLC | 0.00% | Reduce -20.3% | 1,728 | $25K |
| US Bancorp \de | 0.00% | Reduce -76.2% | 1,683 | $24K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -66.5% | 1,590 | $23K |
| Quadrant Capital Group LLC | 0.00% | Reduce -0.5% | 1,358 | $20K |
| California State Teachers Retirement System | 0.00% | Reduce -12.1% | 1,240 | $18K |
| Essential Partners LLC | 0.01% | Add +913.1% | 1,236 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -52.8% | 1,220 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +809.2% | 1,182 | $17K |
| Allworth Financial LP | 0.00% | Reduce -20.8% | 1,069 | $15K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,075 | $15K |
| Rockefeller Capital Management L.P. | 0.00% | Add +150.6% | 1,010 | $15K |
| Osaic Holdings, Inc. | 0.00% | Add +220.8% | 1,001 | $14K |
| Advisory Services Network, LLC | 0.00% | New | 916 | $13K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.5% | 759 | $11K |
| Pflug Koory, LLC | 0.00% | No change | 705 | $10K |
| Rothschild Investment LLC | 0.00% | Add +1530.2% | 701 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -52.0% | 740 | $10K |
| IFP Advisors, Inc | 0.00% | Add +448.5% | 554 | $8K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 545 | $8K |
| Optiver Holding B.V. | 0.00% | Add +1.4% | 499 | $7K |
| MAI Capital Management | 0.00% | New | 434 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -70.2% | 402 | $6K |
| Parallel Advisors, LLC | 0.00% | Add +32.3% | 307 | $4K |
| Hickory Point Bank & Trust | 0.00% | New | 300 | $4K |
| True Wealth Design, LLC | 0.00% | New | 251 | $4K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 240 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | New | 240 | $3K |
| MTM Investment Management, LLC | 0.00% | No change | 200 | $3K |
| Harbour Investments, Inc. | 0.00% | New | 185 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -47.0% | 184 | $3K |
| Summit Securities Group LLC | 0.00% | Reduce -73.8% | 180 | $3K |
| Walleye Capital LLC | 0.00% | Reduce -99.8% | 145 | $2K |
| Los Angeles Capital Management LLC | 0.00% | No change | 127 | $2K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Reduce -43.3% | 106 | $2K |
| Jones Financial Companies LLLP | 0.00% | Add +117.4% | 100 | $1K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 93 | $1K |
| Private Trust Co. NA | 0.00% | New | 86 | $1K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 55 | $794 |
| Clearstead Trust, LLC | 0.00% | Reduce -47.8% | 47 | $678 |
| Fifth Third Bancorp | 0.00% | Reduce -88.8% | 44 | $634 |
| Sittner & Nelson, LLC | 0.00% | No change | 40 | $577 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -30.0% | 35 | $506 |
| Root Financial Partners, LLC | 0.00% | New | 27 | $389 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +33.3% | 20 | $288 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 19 | $273 |
| Quent Capital, LLC | 0.00% | Reduce -46.9% | 17 | $245 |
| SJS Investment Consulting Inc. | 0.00% | New | 15 | $217 |
| Asset Dedication, LLC | 0.00% | No change | 12 | $174 |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -57.1% | 12 | $174 |
| JPL Wealth Management, LLC | 0.00% | New | 6 | $87 |
| Bell Investment Advisors, Inc | 0.00% | No change | 5 | $73 |
| WPG Advisers, LLC | 0.00% | No change | 5 | $72 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -84.6% | 4 | $56 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.7% | 3 | $43 |
| Freestone Grove Partners LP | 0.00% | New | 3 | $43 |
| Raffa Wealth Management, LLC | 0.00% | No change | 2 | $29 |
| North Star Investment Management Corp. | 0.00% | No change | 1 | $14 |
| Hantz Financial Services, Inc. | 0.00% | Reduce -99.2% | 18 | $0 |
| Covestor Ltd | 0.00% | Add +150.0% | 5 | $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.