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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
24
shares
|
$444
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
20
shares
|
$370
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
20
shares
|
$370
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$314
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
12
shares
|
$222
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
10
shares
|
$185
0.0% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
9
shares
|
$166
0.0% of portfolio
|
Q3 2025
Reduced 89.41%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
9
shares
|
$166
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
6
shares
|
$111
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$92
0.0% of portfolio
|
Q2 2022
Reduced 80.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
5
shares
|
$92
0.0% of portfolio
|
Q2 2025
Reduced 92.65%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
4
shares
|
$74
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4
shares
|
$74
0.0% of portfolio
|
Q2 2020
Reduced 3.13%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3
shares
|
$55
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
2
shares
|
$37
0.0% of portfolio
|
Q3 2025
Reduced 91.3%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
2
shares
|
$37
0.0% of portfolio
|
Q3 2025
Reduced 99.99%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
2
shares
|
$37
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|