증권 기록
HELE
Helen of Troy Limited · Consumer Defensive · Household & Personal Products
76추적 보유자
+3Δ 보유자
15.88M보유 주식 수
$459.58M보고 가치
+9신규 편입 포지션
−6청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +4.1% ·
주식 흐름 +17.8% ·
순 신규 포지션 +3.9%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 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 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (패시브) | 1.88M | +7.8% | $54.74M | 0.0% | ▲ Add | 5 | SEC ↗ ×9 |
| 2 | AQR Capital Management ✦ | 1.32M | +73.4% | $37.11M | 0.0% | ▲ Add | 9 | SEC ↗ ×9 |
| 3 | Vanguard Capital Management Llc | 993.53K | -1.3% | $28.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 954.57K | +57.3% | $27.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | D. E. Shaw & Co. ✦ | 824.27K | +7.8% | $23.96M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | Wellington Management ✦ | 824.24K | +12.8% | $23.96M | 0.0% | ▲ Add | 9 | SEC ↗ ×4 |
| 7 | Charles Schwab Investment… | 802.09K | -13.2% | $23.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Millennium Management ✦ | 779.83K | +443.6% | $22.67M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Dimensional Fund Advisors Lp | 692.82K | +38.9% | $20.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | Ameriprise Financial Inc | 678.84K | +6.0% | $19.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Geode Capital Management ✦ (패시브) | 613.28K | +6.0% | $17.83M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 12 | State Street Global Advisors ✦ (패시브) | 526.24K | +2.0% | $15.30M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 13 | American Century Companies Inc | 461.32K | +580.3% | $13.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Federated Hermes, Inc. | 358.22K | -22.2% | $10.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Morgan Stanley ✦ | 325.75K | +16.0% | $9.47M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 16 | Hsbc Holdings Plc | 297.76K | +116.7% | $8.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Hotchkis & Wiley Capital Management… | 282.06K | -28.8% | $8.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 263.13K | -46.5% | $7.65M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 19 | Susquehanna International Group, Llp | 211.95K | +1643.9% | $6.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Envestnet Asset Management Inc | 207.73K | +22.3% | $6.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Renaissance Technologies ✦ | 204.81K | +417.1% | $5.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Northern Trust Corp | 200.56K | +5.5% | $5.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Wells Fargo & Company/Mn | 195.81K | +37.6% | $5.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Healthcare Of Ontario Pension Plan… | 179.50K | 0.0% | $5.22M | 0.0% | Held | 3 | SEC ↗ |
| 25 | Pacer Advisors, Inc. | 156.98K | 신규 | $4.56M | 0.0% | New | 1 | SEC ↗ |
| 26 | UBS Group AG | 115.97K | +68.9% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Invesco Ltd. | 111.97K | +40.4% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 28 | Creative Planning | 104.01K | +41.1% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Bank of New York Mellon Corp | 95.23K | +18.8% | $2.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 30 | Franklin Resources Inc | 86.54K | +449.0% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 31 | Russell Investments Group, Ltd. | 79.96K | +42.3% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 32 | Fidelity (FMR) ✦ | 73.42K | +1631.2% | $2.13M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 33 | Citadel Advisors ✦ | 68.58K | +84.4% | $1.99M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 34 | Quantinno Capital Management LP | 64.30K | +41.4% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Cerity Partners LLC | 63.02K | +110.5% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 36 | Mariner, LLC | 58.31K | 신규 | $1.70M | 0.0% | New | 1 | SEC ↗ |
| 37 | Nomura Holdings Inc | 51.89K | -35.0% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Nuveen, LLC | 50.88K | -10.0% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 39 | T. Rowe Price ✦ | 46.55K | +17.1% | $1.35M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 45.46K | -76.4% | $1.30M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 41 | Two Sigma Investments ✦ | 42.24K | 신규 | $1.23M | 0.0% | New | 1 | SEC ↗ |
| 42 | Cetera Investment Advisers | 38.16K | +16.4% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 39.43K | +130.2% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 34.31K | +46.0% | $997,276 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Rhumbline Advisers | 31.56K | +2.0% | $917,318 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Victory Capital Management Inc | 31.48K | 신규 | $915,036 | 0.0% | New | 1 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 30.41K | +93.9% | $883,961 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Citigroup Inc | 25.84K | +357.6% | $751,023 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 49 | Royal Bank Of Canada | 25.29K | +110.3% | $735,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 50 | Man Group plc | 21.54K | -57.2% | $626,255 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Tudor Investment Corp Et Al | 17.74K | -66.3% | $515,818 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Robeco Institutional Asset… | 16.97K | 0.0% | $493,231 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Canada Pension Plan Investment Board | 16.20K | +42.1% | $470,934 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Stifel Financial Corp | 14.48K | 신규 | $420,933 | 0.0% | New | 1 | SEC ↗ ×2 |
| 55 | Captrust Financial Advisors | 13.29K | 신규 | $386,253 | 0.0% | New | 1 | SEC ↗ |
| 56 | Alliancebernstein L.P. | 25.85K | +85.3% | $372,699 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Focus Partners Wealth | 11.02K | 신규 | $320,468 | 0.0% | New | 1 | SEC ↗ |
| 58 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 10.77K | -2.4% | $312,997 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Massachusetts Financial Services Co… | 10.41K | 신규 | $302,532 | 0.0% | New | 1 | SEC ↗ ×2 |
| 60 | Group One Trading Llc | 9.80K | +46.4% | $284,770 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Legal & General Group Plc | 9.71K | +355.6% | $282,124 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 62 | Sei Investments Co | 9.51K | -71.7% | $276,452 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 63 | Raymond James Financial Inc | 8.55K | 신규 | $248,578 | 0.0% | New | 1 | SEC ↗ ×2 |
| 64 | New York State Common Retirement… | 7.20K | 0.0% | $209,333 | 0.0% | Held | 3 | SEC ↗ |
| 65 | Barclays Plc | 4.06K | -97.4% | $117,937 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 66 | Bnp Paribas Financial Markets | 3.41K | -72.8% | $99,158 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Osaic Holdings, Inc. | 3.01K | +200.4% | $87,411 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 68 | Us Bancorp \De\ | 1.75K | +4.2% | $50,959 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 69 | Simplex Trading, Llc | 1.73K | -42.9% | $50,407 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 1.65K | +3.5% | $47,820 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Optiver Holding B.V. | 1.11K | +121.8% | $32,180 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Rockefeller Capital Management L.P. | 1.05K | +4.1% | $30,552 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 73 | Nomura Asset Management Co Ltd | 1.00K | -52.4% | $29,070 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Jones Financial Companies Lllp | 76 | -24.0% | $2,157 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Fifth Third Bancorp | 22 | -50.0% | $640 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | UBS AM, a distinct business unit of… | 20 | 0.0% | $581 | 0.0% | Held | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Pacer Advisors, Inc. | $4.56M | 0.0% |
| Mariner, LLC | $1.70M | 0.0% |
| Two Sigma Investments | $1.23M | 0.0% |
| Victory Capital Management Inc | $915,036 | 0.0% |
| Stifel Financial Corp | $420,933 | 0.0% |
| Captrust Financial Advisors | $386,253 | 0.0% |
| Focus Partners Wealth | $320,468 | 0.0% |
| Massachusetts Financial… | $302,532 | 0.0% |
| Raymond James Financial Inc | $248,578 | 0.0% |
청산됨
| Balyasny Asset Management L.P. | $3.71M | 이었음 0.0% |
| Marshall Wace | $3.22M | 이었음 0.0% |
| BNP Paribas Asset Management… | $787,577 | 이었음 0.0% |
| Jane Street Group, Llc | $589,230 | 이었음 0.0% |
| IMC-Chicago, LLC | $463,387 | 이었음 0.0% |
| Walleye Trading LLC | $82,973 | 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.
Aug 14
SC 13G/A — RWWM, Inc.
Aug 12
SC 13G — AQR CAPITAL MANAGEMENT LLC
Jul 31
SC 13G/A — VANGUARD CAPITAL MANAGEMENT LLC
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: Q2 2026 ·
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