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 |
|---|---|---|---|---|---|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
101
shares
|
$2,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
90
shares
|
$1,952
0.0% of portfolio
|
Q4 2024
Reduced 32.84%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
87
shares
|
$1,887
0.0% of portfolio
|
Q1 2025
Added 85.11%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
85
shares
|
$1,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
78
shares
|
$1,691
0.0% of portfolio
|
Q1 2025
Added 680.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
72
shares
|
$1,561
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
68
shares
|
$1,474
0.0% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
67
shares
|
$1,453
0.0% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
66
shares
|
$1,431
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
47
shares
|
$1,019
0.0% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
45
shares
|
$976
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
45
shares
|
$976
0.0% of portfolio
|
Q3 2024
Reduced 68.97%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
40
shares
|
$867
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
39
shares
|
$845
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
39
shares
|
$845
0.0% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
36
shares
|
$780
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
35
shares
|
$759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
30
shares
|
$650
0.0% of portfolio
|
Q3 2022
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
29
shares
|
$629
0.0% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
28
shares
|
$607
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
28
shares
|
$607
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
26
shares
|
$563
0.0% of portfolio
|
Q1 2025
Reduced 42.22%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
24
shares
|
$520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
22
shares
|
$477
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
18
shares
|
$390
0.0% of portfolio
|
Q4 2024
New holding
|