증권 기록 · 과거 분기 (아카이브)
HELE
Helen of Troy Limited · Consumer Defensive · Household & Personal Products
75추적 보유자
0Δ 보유자
13.50M보유 주식 수
$194.53M보고 가치
+8신규 편입 포지션
−8청산
모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 -13.6% · 순 신규 포지션 0.0% — 산식
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (패시브) | 1.75M | -0.9% | $25.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (패시브) | 1.75M | -0.9% | $25.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (패시브) | 1.75M | -0.9% | $25.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (패시브) | 1.75M | -0.9% | $25.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (패시브) | 1.75M | -0.9% | $25.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (패시브) | 1.75M | -0.9% | $25.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (패시브) | 1.75M | -0.9% | $25.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (패시브) | 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 ✦ (패시브) | 578.35K | +3.8% | $8.34M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 29 | Geode Capital Management ✦ (패시브) | 578.35K | +3.8% | $8.34M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (패시브) | 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 | 신규 | $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 | 신규 | $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 ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Hsbc Holdings Plc | $1.94M | 0.0% |
| Nomura Holdings Inc | $1.15M | 0.0% |
청산됨
| Two Sigma Investments | $8.44M | 이었음 0.0% |
| Capital International… | $5.73M | 이었음 0.0% |
| Squarepoint Ops LLC | $3.15M | 이었음 0.0% |
| Point72 Asset Management | $1.57M | 이었음 0.0% |
| Principal Financial Group Inc | $1.01M | 이었음 0.0% |
| Prudential Financial Inc | $962,264 | 이었음 0.0% |
| Peak6 Llc | $427,464 | 이었음 0.0% |
| Arrowstreet Capital | $348,670 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 187 보유 기관, 21.01M 주식, $303.60M 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
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