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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,298
shares
|
$30,723
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
1,281
shares
|
$30,321
0.0% of portfolio
|
Q1 2025
Reduced 22.41%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,055
shares
|
$24,971
0.0% of portfolio
|
Q1 2025
Reduced 24.59%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,006
shares
|
$23,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
963
shares
|
$22,794
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
705
shares
|
$16,687
0.01% of portfolio
|
Q3 2024
Reduced 38.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
632
shares
|
$14,959
0.0% of portfolio
|
Q1 2025
Reduced 94.83%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
600
shares
|
$14,202
0.02% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
530
shares
|
$12,545
0.0% of portfolio
|
Q1 2025
Added 211.76%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
393
shares
|
$9,302
0.0% of portfolio
|
Q1 2025
Reduced 45.26%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
382
shares
|
$9,041
0.0% of portfolio
|
Q1 2025
Added 30.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
371
shares
|
$8,781
0.0% of portfolio
|
Q4 2024
Added 170.8%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
360
shares
|
$8,521
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
303
shares
|
$7,172
0.0% of portfolio
|
Q1 2025
Added 27.31%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
248
shares
|
$5,870
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
229
shares
|
$5,420
0.0% of portfolio
|
Q1 2025
Reduced 71.87%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
187
shares
|
$4,426
0.0% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
186
shares
|
$4,402
0.0% of portfolio
|
Q2 2025
Added 16.98%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
153
shares
|
$3,621
0.0% of portfolio
|
Q2 2025
Reduced 52.92%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
142
shares
|
$3,361
0.0% of portfolio
|
Q1 2025
Added 158.18%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
133
shares
|
$3,148
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
132
shares
|
$3,124
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
128
shares
|
$3,029
0.0% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
126
shares
|
$2,982
0.0% of portfolio
|
Q2 2025
Reduced 69.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
106
shares
|
$2,509
0.0% of portfolio
|
Q1 2025
Added 116.33%
|