Security record · archived quarter
HELE
Helen of Troy Limited · Consumer Defensive · Household & Personal Products
15Tracked holders
—Δ holders
2.50MShares held
$232.26MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 76 | +3 | 15.88M | $459.58M | +9 | −6 |
| Q1 2026 | 75 | 0 | 13.50M | $194.53M | +8 | −8 |
| Q4 2025 | 75 | +2 | 16.14M | $343.05M | +3 | −1 |
| Q3 2025 | 16 | 0 | 11.02M | $277.82M | +2 | −2 |
| Q2 2025 | 13 | -3 | 11.60M | $329.04M | — | −3 |
| Q1 2025 | 13 | 0 | 3.01M | $161.06M | +2 | −2 |
| Q4 2024 | 13 | -1 | 2.92M | $174.63M | +1 | −2 |
| Q3 2024 | 13 | -2 | 2.14M | $132.59M | — | −2 |
| Q2 2024 | 15 | — | 2.50M | $232.26M | — | — |
Who holds it · Q2 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 600.00K | — | $55.64M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 583.68K | — | $54.14M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 583.68K | — | $54.14M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 416.97K | — | $38.67M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 286.63K | — | $26.58M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 157.97K | — | $14.65M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 123.58K | — | $11.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 123.58K | — | $11.46M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wellington Management ✦ | 123.58K | — | $11.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 94.08K | — | $8.73M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 78.16K | — | $7.25M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 78.16K | — | $7.25M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 78.16K | — | $7.25M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 51.30K | — | $4.76M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 51.30K | — | $4.76M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Millennium Management ✦ | 32.71K | — | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bridgewater Associates ✦ | 32.65K | — | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 19.06K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 19.06K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Arrowstreet Capital ✦ | 11.80K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 8.97K | — | $831,971 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 6.78K | — | $628,684 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 187 holders, 21.01M shares, $303.60M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2024 ·
Methodology ·
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