Helen of TroyHELE
13F holders, Q2 2026 (June 30)200holders +12
46new positions
33sold out
6famous investors
$28.98avg. 13F price*
At the end of Q2 2026, 200 institutions reported holding Helen of Troy Ltd. (HELE) in their 13F filings, up 12 from Q1 2026. 46 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($54.7M), AQR Capital Management ($37.1M) and Vanguard Capital Management LLC ($28.9M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $39.8M |
| Exits | 33 | $22.6M |
All 13F filers, Q1 2026 → Q2 2026: 5,703,979 shares bought and 4,374,249 shares sold, net +1,329,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 200 holders
| BlackRock, Inc. | 0.00% | Add +7.8% | 1,883,032 | $54.7M |
| AQR Capital Management | 0.01% | Add +73.4% | 1,322,587 | $37.1M |
| Vanguard Capital Management LLC | 0.00% | Reduce -1.3% | 993,527 | $28.9M |
| Bank of America Corp. | 0.00% | Add +57.3% | 954,568 | $27.7M |
| D. E. Shaw & Co. | 0.02% | Add +7.8% | 824,267 | $24.0M |
| Wellington Management Group LLP | 0.00% | Add +12.8% | 824,238 | $24.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -13.2% | 802,085 | $23.3M |
| Millennium Management | 0.02% | Add +443.6% | 779,831 | $22.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +38.9% | 692,821 | $20.1M |
| Ameriprise Financial Inc. | 0.00% | Add +6.0% | 678,837 | $19.7M |
| Pzena Investment Management LLC | 0.06% | Reduce -11.1% | 676,577 | $19.7M |
| Geode Capital Management, LLC | 0.00% | Add +6.0% | 613,277 | $17.8M |
| CastleKnight Management LP | 0.61% | Reduce -9.5% | 569,900 | $16.6M |
| State Street Corp. | 0.00% | Add +2.0% | 526,239 | $15.3M |
| Paradigm Capital Management Inc. | 0.39% | Reduce -47.4% | 488,000 | $14.2M |
| Rwwm, Inc. | 1.02% | Reduce -59.6% | 474,611 | $13.8M |
| American Century Companies Inc. | 0.01% | Add +580.3% | 461,325 | $13.4M |
| Prescott Group Capital Management, L.L.C. | 1.10% | Add +22.9% | 437,773 | $12.7M |
| Vanguard Portfolio Management LLC | 0.00% | Add +13.8% | 378,663 | $11.0M |
| Woodline Partners LP | 0.03% | New | 367,060 | $10.7M |
| Federated Hermes, Inc. | 0.01% | Reduce -22.3% | 358,224 | $10.4M |
| Invenomic Capital Management LP | 0.62% | Reduce -45.0% | 357,451 | $10.4M |
| Earnest Partners LLC | 0.04% | Add +42.4% | 338,312 | $9.8M |
| Morgan Stanley | 0.00% | Add +16.0% | 325,752 | $9.5M |
| HSBC Holdings PLC | 0.00% | Add +116.7% | 297,763 | $8.5M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -28.8% | 282,065 | $8.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -46.5% | 263,128 | $7.6M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +82.9% | 213,294 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Add +1643.9% | 211,949 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.3% | 207,731 | $6.0M |
| Renaissance Technologies | 0.01% | Add +417.1% | 204,810 | $6.0M |
| Northern Trust Corp. | 0.00% | Add +5.5% | 200,555 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +37.6% | 195,808 | $5.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 179,500 | $5.2M |
| Pacer Advisors, Inc. | 0.01% | New | 156,976 | $4.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -0.7% | 155,205 | $4.5M |
| Trexquant Investment LP | 0.03% | Add +15.5% | 154,189 | $4.5M |
| Panagora Asset Management Inc. | 0.01% | New | 147,072 | $4.3M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -6.1% | 118,432 | $3.4M |
| UBS Group AG | 0.00% | Add +68.9% | 115,972 | $3.4M |
| Invesco Ltd. | 0.00% | Add +40.4% | 111,966 | $3.3M |
| Ieq Capital, LLC | 0.01% | Add +232.2% | 111,437 | $3.2M |
| Gsa Capital Partners LLP | 0.20% | Add +190.9% | 110,865 | $3.2M |
| Jump Financial, LLC | 0.03% | Add +69.8% | 106,204 | $3.1M |
| Creative Planning | 0.00% | Add +41.1% | 104,010 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Add +18.8% | 95,229 | $2.8M |
| Franklin Resources Inc. | 0.00% | Add +449.0% | 86,544 | $2.5M |
| Pinnacle Holdings, LLC | 0.77% | Add +0.4% | 80,606 | $2.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +42.3% | 79,959 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -15.2% | 78,189 | $2.3M |
| Acadian Asset Management LLC | 0.00% | Add +264.4% | 76,653 | $2.2M |
| FMR LLC | 0.00% | Add +1631.2% | 73,420 | $2.1M |
| LSV Asset Management | 0.00% | No change | 73,092 | $2.1M |
| Citadel Advisors | 0.00% | Add +84.4% | 68,583 | $2.0M |
| Engineers Gate Manager LP | 0.02% | Reduce -62.2% | 65,737 | $1.9M |
| Quantinno Capital Management LP | 0.00% | Add +41.4% | 64,300 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +110.5% | 63,015 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 61,610 | $1.8M |
| Mariner, LLC | 0.00% | New | 58,314 | $1.7M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Reduce -28.3% | 58,013 | $1.7M |
| Empowered Funds, LLC | 0.01% | New | 58,005 | $1.7M |
| Quinn Opportunity Partners LLC | 0.08% | New | 57,413 | $1.7M |
| Pacific Ridge Capital Partners, LLC | 0.30% | Reduce -1.1% | 56,727 | $1.6M |
| Wedge Capital Management L L P | 0.03% | New | 52,687 | $1.5M |
| Nomura Holdings Inc. | 0.01% | Reduce -35.0% | 51,893 | $1.5M |
| Nuveen, LLC | 0.00% | Reduce -10.0% | 50,885 | $1.5M |
| Bridgeway Capital Management, LLC | 0.03% | New | 50,212 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.1% | 46,555 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -76.4% | 45,464 | $1.3M |
| Two Sigma Investments, LP | 0.00% | New | 42,237 | $1.2M |
| Mork Capital Management, LLC | 0.74% | No change | 40,000 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +16.4% | 38,162 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +130.2% | 39,430 | $1.0M |
| Jain Global LLC | 0.01% | New | 34,970 | $1.0M |
| Deutsche Bank AG | 0.00% | Add +46.0% | 34,306 | $997K |
| Rhumbline Advisers | 0.00% | Add +2.0% | 31,556 | $917K |
| Victory Capital Management Inc. | 0.00% | New | 31,477 | $915K |
| Mercer Global Advisors Inc. | 0.00% | Add +93.9% | 30,408 | $884K |
| Numerai GP LLC | 0.07% | New | 29,581 | $860K |
| SummerHaven Investment Management, LLC | 0.44% | No change | 28,366 | $825K |
| Citigroup Inc. | 0.00% | Add +357.6% | 25,835 | $751K |
| Boothbay Fund Management, LLC | 0.01% | New | 25,758 | $749K |
| Royal Bank of Canada | 0.00% | Add +110.3% | 25,290 | $735K |
| Inspire Investing, LLC | 0.03% | Reduce -35.1% | 23,529 | $684K |
| KLP Kapitalforvaltning As | 0.00% | No change | 22,800 | $663K |
| Man Group plc | 0.00% | Reduce -57.2% | 21,543 | $626K |
| STRS Ohio | 0.00% | Add +109.8% | 21,400 | $622K |
| XTX Topco Ltd | 0.01% | New | 21,222 | $617K |
| Empirical Asset Management, LLC | 0.14% | Add +2.5% | 20,740 | $603K |
| &partners | 0.00% | Add +28.8% | 20,154 | $586K |
| Tudor Investment Corporation | 0.00% | Reduce -66.3% | 17,744 | $516K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 16,967 | $493K |
| Walleye Capital LLC | 0.00% | Add +11573.8% | 16,927 | $492K |
| Canada Pension Plan Investment Board | 0.00% | Add +42.1% | 16,200 | $471K |
| Arax Advisory Partners | 0.00% | Add +7910.9% | 14,740 | $428K |
| Stifel Financial Corp. | 0.00% | New | 14,480 | $421K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 14,051 | $408K |
| Captrust Financial Advisors | 0.00% | New | 13,287 | $386K |
| MetLife Investment Management, LLC | 0.00% | Add +29.6% | 13,118 | $381K |
| Alliancebernstein L.P. | 0.00% | Add +85.3% | 25,846 | $373K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.7% | 12,429 | $361K |
| Fox Run Management, L.L.C. | 0.06% | Reduce -56.0% | 12,315 | $358K |
| Vident Advisory, LLC | 0.00% | Reduce -3.5% | 12,304 | $358K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 11,800 | $343K |
| Diversified Trust Co. | 0.01% | New | 11,796 | $343K |
| Focus Partners Wealth | 0.00% | New | 11,024 | $320K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.4% | 10,767 | $313K |
| Sterling Capital Management LLC | 0.01% | Add +1317.8% | 10,761 | $313K |
| Massachusetts Financial Services Co. | 0.00% | New | 10,407 | $303K |
| Merit Financial Group, LLC | 0.00% | New | 10,050 | $292K |
| Group One Trading LLC | 0.01% | Add +46.4% | 9,796 | $285K |
| Legal & General Group Plc | 0.00% | Add +355.6% | 9,705 | $282K |
| Quantbot Technologies LP | 0.01% | New | 9,578 | $278K |
| Sei Investments Co. | 0.00% | Reduce -71.7% | 9,508 | $276K |
| Raymond James Financial Inc. | 0.00% | New | 8,551 | $249K |
| Pallas Capital Advisors LLC | 0.01% | New | 8,516 | $248K |
| WINTON GROUP Ltd | 0.01% | New | 8,500 | $247K |
| AE Wealth Management LLC | 0.00% | New | 8,490 | $247K |
| Caprock Group, LLC | 0.00% | Reduce -56.6% | 8,184 | $238K |
| Capstone Financial Advisors, Inc. | 0.01% | Reduce -20.0% | 8,000 | $233K |
| Brighton Jones LLC | 0.00% | New | 7,440 | $216K |
| Virtu Financial LLC | 0.01% | New | 7,403 | $215K |
| Caerus Investment Advisors, LLC | 0.07% | New | 7,383 | $215K |
| New York State Common Retirement Fund | 0.00% | No change | 7,201 | $209K |
| Blueshift Asset Management, LLC | 0.05% | Reduce -86.0% | 6,913 | $201K |
| Optivise Advisory Services LLC | 0.10% | New | 6,905 | $201K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 6,879 | $200K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 6,564 | $191K |
| Barclays PLC | 0.00% | Reduce -97.4% | 4,057 | $118K |
| Public Employees Retirement System of Ohio | 0.00% | Add +9.6% | 3,869 | $112K |
| Clearstead Advisors, LLC | 0.00% | Add +0.5% | 3,676 | $107K |
| Versant Capital Management, Inc | 0.01% | Add +54.5% | 3,618 | $105K |
| S.A. Mason LLC | 0.03% | New | 3,500 | $102K |
| Signaturefd, LLC | 0.00% | Add +3.8% | 3,456 | $100K |
| BNP Paribas Financial Markets | 0.00% | Reduce -72.8% | 3,411 | $99K |
| Osaic Holdings, Inc. | 0.00% | Add +200.4% | 3,007 | $87K |
| State of Wyoming | 0.01% | New | 2,981 | $87K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,662 | $77K |
| Allworth Financial LP | 0.00% | Add +142.2% | 2,589 | $75K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,914 | $56K |
| US Bancorp \de | 0.00% | Add +4.2% | 1,753 | $51K |
| Simplex Trading, LLC | 0.00% | Reduce -42.9% | 1,734 | $50K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.5% | 1,645 | $48K |
| GAMMA Investing LLC | 0.00% | Reduce -7.1% | 1,606 | $47K |
| Essential Partners LLC | 0.02% | Add +21.3% | 1,499 | $44K |
| IFP Advisors, Inc | 0.00% | Add +122.0% | 1,230 | $36K |
| Optiver Holding B.V. | 0.00% | Add +121.8% | 1,107 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -9.5% | 1,104 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -8.5% | 1,082 | $31K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,075 | $31K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.1% | 1,051 | $31K |
| Meeder Asset Management Inc. | 0.00% | New | 1,010 | $29K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -52.4% | 1,000 | $29K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -75.0% | 1,000 | $29K |
| Rothschild Investment LLC | 0.00% | Add +14.8% | 805 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Add +98.8% | 799 | $23K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 740 | $22K |
| Pflug Koory, LLC | 0.01% | Reduce -14.2% | 605 | $18K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 545 | $16K |
| True Wealth Design, LLC | 0.00% | Add +102.4% | 508 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 400 | $12K |
| Parallel Advisors, LLC | 0.00% | Add +10.1% | 338 | $10K |
| California State Teachers Retirement System | 0.00% | Reduce -74.1% | 321 | $9K |
| Hickory Point Bank & Trust | 0.01% | No change | 300 | $9K |
| Leonteq Securities AG | 0.00% | Reduce -98.2% | 201 | $6K |
| MTM Investment Management, LLC | 0.00% | No change | 200 | $6K |
| Owl Creek Wealth Partners LLC | 0.00% | Reduce -16.7% | 200 | $6K |
| IFG Advisory, LLC | 0.00% | New | 200 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 185 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Add +980.0% | 162 | $5K |
| Los Angeles Capital Management LLC | 0.00% | No change | 127 | $4K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 119 | $3K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 106 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | New | 103 | $3K |
| Private Trust Co. NA | 0.00% | No change | 86 | $3K |
| Jones Financial Companies LLLP | 0.00% | Reduce -24.0% | 76 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 45 | $1K |
| Sittner & Nelson, LLC | 0.00% | No change | 40 | $1K |
| Hudson Edge Investment Partners Inc. | 0.00% | New | 40 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 35 | $1K |
| Covestor Ltd | 0.00% | Add +260.0% | 18 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 18 | $1K |
| Clearstead Trust, LLC | 0.00% | Reduce -29.8% | 33 | $960 |
| Financial Consulate, Inc. | 0.00% | New | 22 | $640 |
| Fifth Third Bancorp | 0.00% | Reduce -50.0% | 22 | $640 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 20 | $581 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 19 | $552 |
| JPL Wealth Management, LLC | 0.00% | Add +183.3% | 17 | $495 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 14 | $407 |
| Asset Dedication, LLC | 0.00% | No change | 12 | $349 |
| Ameritas Advisory Services, LLC | 0.00% | New | 7 | $203 |
| Quent Capital, LLC | 0.00% | Reduce -58.8% | 7 | $203 |
| Global Retirement Partners, LLC | 0.00% | — | 6 | $174 |
| Bell Investment Advisors, Inc | 0.00% | No change | 5 | $146 |
| WPG Advisers, LLC | 0.00% | No change | 5 | $145 |
| Smartleaf Asset Management LLC | 0.00% | No change | 4 | $115 |
| Freestone Grove Partners LP | 0.00% | No change | 3 | $87 |
| Raffa Wealth Management, LLC | 0.00% | No change | 2 | $58 |
| Glen Eagle Advisors, LLC | 0.00% | New | 2 | $58 |
| North Star Investment Management Corp. | 0.00% | No change | 1 | $29 |
"% of holder's portfolio" is HELE's weight in each manager's 13F, not the share of Helen of Troy Ltd. the manager owns.