Institutional Ownership Helen Of Troy LTD (HELE)
This table provides information about the institutional ownership of Helen Of Troy LTD (HELE). We have compiled data on the 246 institutions that hold shares in the stock, with a total of 22.6 Million shares, which have been reported (via 13F filing form) to have a value of $418 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,540
shares
|
$28,490
0.01% of portfolio
|
Q1 2024
Reduced 7.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,509
shares
|
$27,916
0.0% of portfolio
|
Q3 2025
Added 81.15%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,352
shares
|
$25,012
0.0% of portfolio
|
Q3 2025
Added 1323.16%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,263
shares
|
$23,365
0.0% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,226
shares
|
$22,681
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
1,074
shares
|
$19,869
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
963
shares
|
$17,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
950
shares
|
$17,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
883
shares
|
$16,335
0.0% of portfolio
|
Q3 2025
Reduced 62.39%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
863
shares
|
$15,965
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
836
shares
|
$15,466
0.0% of portfolio
|
Q3 2025
Added 633.33%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
705
shares
|
$13,042
0.01% of portfolio
|
Q3 2024
Reduced 38.43%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
635
shares
|
$11,747
0.01% of portfolio
|
Q3 2025
Added 155.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
627
shares
|
$11,599
0.0% of portfolio
|
Q3 2025
Added 56.36%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
556
shares
|
$10,286
0.0% of portfolio
|
Q3 2025
Added 198.92%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
530
shares
|
$9,805
0.0% of portfolio
|
Q1 2025
Added 211.76%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
378
shares
|
$6,993
0.0% of portfolio
|
Q3 2025
Added 164.34%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
300
shares
|
$5,550
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
278
shares
|
$5,143
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
277
shares
|
$5,124
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
249
shares
|
$4,606
0.0% of portfolio
|
Q3 2025
Added 62.75%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
248
shares
|
$4,588
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
219
shares
|
$4,051
0.0% of portfolio
|
Q3 2025
Reduced 43.12%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
204
shares
|
$3,774
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
200
shares
|
$3,700
0.0% of portfolio
|
Q2 2025
New holding
|
|