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 267 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $451 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$368
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
16
shares
|
$347
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
15
shares
|
$325
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
14
shares
|
$303
0.0% of portfolio
|
Q1 2025
Reduced 65.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
13
shares
|
$281
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12
shares
|
$260
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
12
shares
|
$260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
12
shares
|
$260
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
10
shares
|
$216
0.0% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
7
shares
|
$151
0.0% of portfolio
|
Q1 2025
Reduced 68.18%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
6
shares
|
$130
0.0% of portfolio
|
Q2 2023
Reduced 97.74%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$108
0.0% of portfolio
|
Q2 2022
Reduced 80.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
4
shares
|
$86
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4
shares
|
$86
0.0% of portfolio
|
Q2 2020
Reduced 3.13%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
4
shares
|
$86
0.0% of portfolio
|
Q1 2025
Reduced 92.0%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
3
shares
|
$65
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
3
shares
|
$65
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2
shares
|
$43
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|