HELE — HELEN OF TROY LTD
As of Q2 2026, 30 SEC-registered investment managers reported holding HELE (HELEN OF TROY LTD) in their latest 13F filings, with a combined reported value of $315.43M across 10.94M shares. That is +15.6% by share count (+1.48M shares) versus the previous quarter, while reported value moved +132.4%. Ownership is concentrated: the five largest holders account for 53.3% of reported value and the top ten for 82.8%.
Compared with the prior quarter, 3 opened new positions, 22 added to existing stakes, 5 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
HELE is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Capital Research Global Investors history | Q1 2024 | 1.09M | $125.17M | 0.03% | Reduce |
| Capital World Investors history | Q2 2024 | 600.00K | $55.64M | 0.01% | Hold |
| BlackRock Inc history | Q2 2026 | 1.88M | $54.74M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 1.32M | $37.11M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 1.53M | $32.45M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 954.57K | $27.75M | 0.00% | Add |
| Norges Bank Investment Management history | Q2 2024 | 286.63K | $26.58M | 0.00% | Add |
| Fidelity International (FIL) history | Q2 2022 | 153.49K | $24.93M | 0.03% | Hold |
| D. E. Shaw & Co history | Q2 2026 | 843.87K | $24.53M | 0.01% | Reduce |
| Wellington Management Group history | Q2 2026 | 824.24K | $23.96M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 802.09K | $23.32M | 0.00% | Reduce |
| Millennium Management history | Q2 2026 | 779.83K | $22.67M | 0.01% | Add |
| Pzena Investment Management history | Q2 2026 | 676.58K | $19.67M | 0.06% | Reduce |
| Geode Capital Management history | Q2 2026 | 613.28K | $17.83M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 325.75K | $9.47M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 263.13K | $7.65M | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 204.81K | $5.95M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 200.56K | $5.83M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 195.81K | $5.69M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 187.38K | $5.45M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 45.46K sh · $1.30M
- Two Sigma Investments 42.24K sh · $1.23M
- MFS Investment Management 10.41K sh · $302.53K
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 257.00K sh · $3.71M
- Marshall Wace sold 223.40K sh · $3.22M
- Royce & Associates sold 10.63K sh · $153.23K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.51M | 3.64M | 3.50M | 3.49M | 3.44M | 1.76M | 1.75M | 1.88M |
| AQR Capital Management | 9.63K | 8.78K | 8.32K | 4.49K | — | — | 78.33K | 107.16K | 81.30K | 77.71K | 81.14K | 78.16K | 307.44K | 194.79K | 109.51K | 315.52K | 178.62K | 177.29K | 762.77K | 1.32M |
| Bank of America Corp | 175.43K | 177.22K | 166.31K | 142.89K | 156.13K | 200.88K | 216.46K | 203.08K | 164.26K | 181.38K | 197.36K | 203.86K | 201.72K | 364.18K | 664.09K | 638.54K | 478.82K | 648.55K | 606.80K | 954.57K |
| D. E. Shaw & Co | — | — | — | 3.77K | 25.88K | 116.51K | 116.30K | 222.15K | 290.26K | 163.97K | 146.06K | 164.97K | 346.09K | 286.40K | 254.61K | 541.88K | 1.23M | 878.78K | 898.90K | 843.87K |
| Wellington Management Group | — | — | — | 4.24K | — | 48.31K | 65.96K | 75.01K | 85.30K | 85.92K | 81.39K | 123.58K | 242.40K | 239.86K | 279.62K | 288.24K | 747.22K | 756.91K | 730.89K | 824.24K |
| Charles Schwab Investment Management | 279.00K | 283.54K | 297.11K | 303.20K | 255.30K | 285.75K | 304.12K | 323.27K | 334.55K | 334.84K | 341.41K | 357.06K | 410.08K | 482.15K | 520.42K | 605.10K | 705.65K | 881.34K | 924.01K | 802.09K |
| Millennium Management | 26.28K | 4.60K | 4.75K | 19.24K | 42.17K | 57.42K | 309.90K | 203.96K | 271.49K | 111.72K | 22.41K | 32.71K | 108.95K | — | 261.97K | 262.68K | 446.08K | 1.05M | 143.46K | 779.83K |
| Pzena Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | 581.44K | 705.71K | 756.23K | 985.33K | 1.01M | 947.57K | 761.17K | 676.58K |
| Geode Capital Management | 420.12K | 429.69K | 445.48K | 503.65K | 431.63K | 450.55K | 470.41K | 502.83K | 523.00K | 539.24K | 559.29K | 583.68K | 535.88K | 534.57K | 560.83K | 557.37K | 506.52K | 557.23K | 578.35K | 613.28K |
| Morgan Stanley | 99.23K | 85.05K | 40.58K | 150.06K | 143.08K | 147.88K | 169.21K | 150.64K | 150.98K | 152.08K | 169.86K | 181.57K | 389.78K | 372.70K | 275.47K | 322.93K | 322.13K | 374.57K | 280.80K | 325.75K |
| Goldman Sachs Group | 121.95K | 152.41K | 45.69K | 47.15K | 74.92K | 52.47K | 115.38K | 276.15K | 275.76K | 257.05K | 233.95K | 141.67K | 317.29K | 237.71K | 208.74K | 341.92K | 674.34K | 511.63K | 491.77K | 263.13K |
| Renaissance Technologies | — | — | — | — | — | — | 138.81K | 282.51K | 128.21K | 3.91K | 13.01K | — | — | — | — | — | — | — | 39.61K | 204.81K |
| Northern Trust Corp | 349.17K | 343.65K | 329.67K | 316.09K | 313.18K | 303.83K | 311.73K | 302.86K | 329.85K | 304.62K | 273.95K | 280.97K | 225.86K | 258.83K | 263.78K | 238.67K | 226.82K | 190.31K | 190.03K | 200.56K |
| Wells Fargo & Co | 1.16M | 89.10K | 62.84K | 20.57K | 11.62K | 12.96K | 39.68K | 43.61K | 38.76K | 37.26K | 40.99K | 43.20K | 70.70K | 92.85K | 112.19K | 107.68K | 177.16K | 137.34K | 142.30K | 195.81K |
| Citadel Advisors | 76.54K | 55.48K | 52.26K | 46.31K | 81.61K | 384.83K | 591.38K | 483.99K | 438.26K | 282.54K | 279.96K | 287.98K | 370.79K | 340.61K | 218.44K | 187.90K | 377.11K | 579.62K | 169.89K | 187.38K |
| Point72 Asset Management | 65.20K | 90.30K | — | — | 3.80K | 65.00K | — | — | — | 1.80K | — | — | — | 4.30K | 14.54K | 26.38K | — | 171.22K | 172.40K | 150.50K |
| UBS Group AG | 10.50K | 21.28K | 3.60K | 3.49K | 2.21K | 13.63K | 163.37K | 2.07K | 1.87K | 13.73K | 36.41K | 77.94K | 111.62K | 202.28K | 135.88K | 97.83K | 126.96K | 616.99K | 68.65K | 115.97K |
| Invesco Ltd | 68.93K | 54.92K | 51.52K | 51.70K | 51.32K | 53.38K | 67.79K | 67.59K | 76.70K | 80.57K | 52.92K | 194.31K | 68.36K | 91.45K | 102.66K | 145.66K | 175.42K | 112.49K | 79.75K | 111.97K |
| BNY Mellon | 296.69K | 291.74K | 290.39K | 280.74K | 286.91K | 253.84K | 236.38K | 242.07K | 239.35K | 242.62K | 232.60K | 222.93K | 170.90K | 349.20K | 166.65K | 168.06K | 162.06K | 81.03K | 80.18K | 95.23K |
| Franklin Resources | — | — | — | — | — | — | — | 7.57K | 8.30K | 8.30K | 7.92K | 9.03K | 10.28K | 72.37K | 81.63K | 97.42K | 134.47K | 144.74K | 15.77K | 86.54K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details