Security record · archived quarter
HELE
Helen of Troy Limited · Consumer Defensive · Household & Personal Products
75Tracked holders
0Δ holders
13.50MShares held
$194.53MReported value
+8New positions
−8Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -13.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.75M | -0.9% | $25.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 1.75M | -0.9% | $25.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 1.75M | -0.9% | $25.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 1.75M | -0.9% | $25.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 1.75M | -0.9% | $25.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 1.75M | -0.9% | $25.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 1.75M | -0.9% | $25.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 1.75M | -0.9% | $25.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Vanguard Capital Management Llc | 1.01M | — | $14.52M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Charles Schwab Investment… | 924.01K | +4.8% | $13.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 764.30K | +2.1% | $11.02M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 764.30K | +2.1% | $11.02M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 762.77K | +330.2% | $10.85M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 762.77K | +330.2% | $10.85M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 762.77K | +330.2% | $10.85M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 762.77K | +330.2% | $10.85M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 762.77K | +330.2% | $10.85M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 762.77K | +330.2% | $10.85M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 19 | Wellington Management ✦ | 730.89K | -3.4% | $10.54M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 20 | Wellington Management ✦ | 730.89K | -3.4% | $10.54M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 21 | Wellington Management ✦ | 730.89K | -3.4% | $10.54M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 22 | Wellington Management ✦ | 730.89K | -3.4% | $10.54M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 640.36K | -18.4% | $9.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 640.36K | -18.4% | $9.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 606.80K | -6.4% | $8.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 606.80K | -6.4% | $8.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 606.80K | -6.4% | $8.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passive) | 578.35K | +3.8% | $8.34M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passive) | 578.35K | +3.8% | $8.34M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (passive) | 515.65K | +5.5% | $7.44M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 31 | Dimensional Fund Advisors Lp | 498.75K | -28.8% | $7.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Dimensional Fund Advisors Lp | 498.75K | -28.8% | $7.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Dimensional Fund Advisors Lp | 498.75K | -28.8% | $7.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Dimensional Fund Advisors Lp | 498.75K | -28.8% | $7.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 491.77K | -3.9% | $7.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 491.77K | -3.9% | $7.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Federated Hermes, Inc. | 460.76K | +68.2% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Federated Hermes, Inc. | 460.76K | +68.2% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Hotchkis & Wiley Capital Management… | 395.88K | +0.8% | $5.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 280.80K | -25.0% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 280.80K | -25.0% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 280.80K | -25.0% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 280.80K | -25.0% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 280.80K | -25.0% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 280.80K | -25.0% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 280.80K | -25.0% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 280.80K | -25.0% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Balyasny Asset Management L.P. | 257.00K | +225.0% | $3.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Marshall Wace ✦ | 223.40K | +43.1% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Marshall Wace ✦ | 223.40K | +43.1% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Marshall Wace ✦ | 223.40K | +43.1% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Northern Trust Corp | 190.03K | -0.1% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Northern Trust Corp | 190.03K | -0.1% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Northern Trust Corp | 190.03K | -0.1% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Northern Trust Corp | 190.03K | -0.1% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 192.77K | +5.8% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 192.77K | +5.8% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 192.77K | +5.8% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 192.77K | +5.8% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Healthcare Of Ontario Pension Plan… | 179.50K | -22.4% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Envestnet Asset Management Inc | 169.87K | +3.0% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Barclays Plc | 155.06K | +35.4% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Barclays Plc | 155.06K | +35.4% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Barclays Plc | 155.06K | +35.4% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Millennium Management ✦ | 143.46K | -86.3% | $2.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 66 | Wells Fargo & Company/Mn | 142.30K | +3.6% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Wells Fargo & Company/Mn | 142.30K | +3.6% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Wells Fargo & Company/Mn | 142.30K | +3.6% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Hsbc Holdings Plc | 137.39K | New | $1.94M | 0.0% | New | 1 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 80.18K | -1.0% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 80.18K | -1.0% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 80.18K | -1.0% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 80.18K | -1.0% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 80.18K | -1.0% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Nomura Holdings Inc | 79.88K | New | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 76 | Invesco Ltd. | 79.75K | -29.1% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Invesco Ltd. | 79.75K | -29.1% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Invesco Ltd. | 79.75K | -29.1% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Invesco Ltd. | 79.75K | -29.1% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Creative Planning | 73.70K | +172.1% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | UBS Group AG | 68.65K | -88.9% | $989,933 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | UBS Group AG | 68.65K | -88.9% | $989,933 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | UBS Group AG | 68.65K | -88.9% | $989,933 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | American Century Companies Inc | 67.81K | +44.4% | $977,849 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Nuveen, LLC | 56.53K | +0.6% | $815,192 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Nuveen, LLC | 56.53K | +0.6% | $815,192 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 56.18K | -1.8% | $810,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 56.18K | -1.8% | $810,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Russell Investments Group, Ltd. | 56.18K | -1.8% | $810,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Russell Investments Group, Ltd. | 56.18K | -1.8% | $810,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Russell Investments Group, Ltd. | 56.18K | -1.8% | $810,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Russell Investments Group, Ltd. | 56.18K | -1.8% | $810,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Russell Investments Group, Ltd. | 56.18K | -1.8% | $810,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | BNP Paribas Asset Management… | 54.62K | 0.0% | $787,577 | 0.0% | Held | 2 | SEC ↗ |
| 95 | Tudor Investment Corp Et Al | 52.69K | +68.6% | $759,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Man Group plc | 50.30K | +102.5% | $725,355 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Quantinno Capital Management LP | 45.47K | +22.6% | $655,605 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Jane Street Group, Llc | 40.86K | -85.9% | $589,230 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Jane Street Group, Llc | 40.86K | -85.9% | $589,230 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | T. Rowe Price ✦ | 39.74K | +17.0% | $574,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hsbc Holdings Plc | $1.94M | 0.0% |
| Nomura Holdings Inc | $1.15M | 0.0% |
Exited
| Two Sigma Investments | $8.44M | was 0.0% |
| Capital International… | $5.73M | was 0.0% |
| Squarepoint Ops LLC | $3.15M | was 0.0% |
| Point72 Asset Management | $1.57M | was 0.0% |
| Principal Financial Group Inc | $1.01M | was 0.0% |
| Prudential Financial Inc | $962,264 | was 0.0% |
| Peak6 Llc | $427,464 | was 0.0% |
| Arrowstreet Capital | $348,670 | was 0.0% |
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: Q1 2026 ·
Methodology ·
Get this via the API