HELEN OF TROY LTD (HELE) — Institutional Holders, Q2 2026 (page 2)
203 institutional investment managers reported a HELE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $650.0M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HELE 13F holders ranked 101–200 of 203
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | HANCOCK WHITNEY#101 · 12,429 sh | 12,429 | $361.3K | <0.01% | -1.7% |
| 102 | FOX RUN MANAGEMENT, L.L.C.#102 · 12,315 sh | 12,315 | $358.0K | 0.06% | -56.0% |
| 103 | Vident Advisory#103 · 12,304 sh | 12,304 | $357.7K | <0.01% | -3.4% |
| 104 | Wellington Shields Capital Management#104 · 11,800 sh | 11,800 | $343.0K | 0.04% | 0.0% |
| 105 | Diversified#105 · 11,796 sh | 11,796 | $342.9K | <0.01% | New |
| 106 | Focus Partners Wealth#106 · 11,024 sh | 11,024 | $320.5K | <0.01% | New |
| 107 | MIRAE ASSET GLOBAL ETFS Ltd.#107 · 10,767 sh | 10,767 | $313.0K | <0.01% | -2.4% |
| 108 | Sterling Capital Management#108 · 10,761 sh | 10,761 | $312.8K | — | +1317.8% |
| 109 | MASSACHUSETTS FINANCIAL SERVICES#109 · 10,407 sh | 10,407 | $302.5K | <0.01% | New |
| 110 | Merit Financial Group#110 · 10,050 sh | 10,050 | $292.2K | <0.01% | New |
| 111 | GROUP ONE TRADING, L.P.#111 · 9,796 sh | 9,796 | $284.8K | <0.01% | +46.4% |
| 112 | Legal & General Group Plc#112 · 9,705 sh | 9,705 | $282.1K | <0.01% | +355.6% |
| 113 | Quantbot Technologies#113 · 9,578 sh | 9,578 | $278.4K | 0.01% | New |
| 114 | SEI INVESTMENTS#114 · 9,508 sh | 9,508 | $276.5K | <0.01% | -71.7% |
| 115 | RAYMOND JAMES FINANCIAL#115 · 8,551 sh | 8,551 | $248.6K | <0.01% | New |
| 116 | Pallas Capital Advisors#116 · 8,516 sh | 8,516 | $247.6K | <0.01% | New |
| 117 | WINTON GROUP Ltd#117 · 8,500 sh | 8,500 | $247.1K | <0.01% | New |
| 118 | AE Wealth Management#118 · 8,490 sh | 8,490 | $246.8K | <0.01% | New |
| 119 | Caprock Group#119 · 8,184 sh | 8,184 | $237.9K | <0.01% | -56.6% |
| 120 | Capstone Financial Advisors#120 · 8,000 sh | 8,000 | $232.6K | 0.01% | -20.0% |
| 121 | BRIGHTON JONES#121 · 7,440 sh | 7,440 | $216.3K | <0.01% | New |
| 122 | Virtu Financial#122 · 7,403 sh | 7,403 | $215.0K | <0.01% | New |
| 123 | Caerus Investment Advisors#123 · 7,383 sh | 7,383 | $214.6K | 0.07% | New |
| 124 | NEW YORK STATE COMMON RETIREMENT FUND#124 · 7,201 sh | 7,201 | $209.3K | <0.01% | 0.0% |
| 125 | Blueshift Asset Management#125 · 6,913 sh | 6,913 | $201.0K | 0.05% | -86.0% |
| 126 | Optivise Advisory Services#126 · 6,905 sh | 6,905 | $200.7K | — | New |
| 127 | Dynamic Technology Lab Private Ltd#127 · 6,879 sh | 6,879 | $200.0K | 0.04% | New |
| 128 | Police & Firemen's Retirement System of New Jersey#128 · 6,564 sh | 6,564 | $190.8K | <0.01% | 0.0% |
| 129 | BARCLAYS PLC#129 · 4,057 sh | 4,057 | $117.9K | 0.00% | -97.4% |
| 130 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#130 · 3,869 sh | 3,869 | $112.5K | <0.01% | +9.6% |
| 131 | Clearstead Advisors#131 · 3,676 sh | 3,676 | $106.9K | <0.01% | +0.5% |
| 132 | Versant Capital Management#132 · 3,618 sh | 3,618 | $105.2K | — | +54.5% |
| 133 | S.A. Mason#133 · 3,500 sh | 3,500 | $101.7K | — | New |
| 134 | SIGNATUREFD#134 · 3,456 sh | 3,456 | $100.5K | — | +3.8% |
| 135 | BNP PARIBAS FINANCIAL MARKETS#135 · 3,411 sh | 3,411 | $99.2K | 0.00% | -72.8% |
| 136 | OSAIC#136 · 3,007 sh | 3,007 | $87.4K | <0.01% | +200.4% |
| 137 | State of Wyoming#137 · 2,981 sh | 2,981 | $86.7K | <0.01% | New |
| 138 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#138 · 2,662 sh | 2,662 | $77.0K | <0.01% | 0.0% |
| 139 | Allworth Financial#139 · 2,589 sh | 2,589 | $75.3K | <0.01% | +142.2% |
| 140 | Integrated Wealth Concepts#140 · 2,104 sh | 2,104 | $61.2K | <0.01% | New |
| 141 | Ameritas Investment Partners#141 · 1,914 sh | 1,914 | $55.6K | <0.01% | 0.0% |
| 142 | US BANCORP \DE\#142 · 1,753 sh | 1,753 | $51.0K | <0.01% | +4.2% |
| 143 | SIMPLEX TRADING#143 · 1,734 sh | 1,734 | $50.4K | 0.00% | -42.9% |
| 144 | PNC FINANCIAL SERVICES GROUP#144 · 1,645 sh | 1,645 | $47.8K | 0.00% | +3.5% |
| 145 | GAMMA Investing#145 · 1,606 sh | 1,606 | $46.7K | — | -7.1% |
| 146 | Essential Partners#146 · 1,499 sh | 1,499 | $43.6K | — | +21.3% |
| 147 | IFP Advisors#147 · 1,230 sh | 1,230 | $35.8K | — | +122.0% |
| 148 | Optiver Holding B.V.#148 · 1,107 sh | 1,107 | $32.2K | 0.00% | +121.8% |
| 149 | Tower Research Capital (TRC)#149 · 1,104 sh | 1,104 | $32.1K | <0.01% | -9.5% |
| 150 | EverSource Wealth Advisors#150 · 1,082 sh | 1,082 | $31.5K | <0.01% | -98.8% |
| 151 | State of Alaska, Department of Revenue#151 · 1,075 sh | 1,075 | $31.0K | — | 0.0% |
| 152 | Rockefeller Capital Management L.P.#152 · 1,051 sh | 1,051 | $30.6K | 0.00% | +4.1% |
| 153 | MEEDER ASSET MANAGEMENT#153 · 1,010 sh | 1,010 | $29.4K | <0.01% | New |
| 154 | NOMURA ASSET MANAGEMENT LTD#154 · 1,000 sh | 1,000 | $29.1K | <0.01% | -52.4% |
| 155 | Federation des caisses Desjardins du Quebec#155 · 1,000 sh | 1,000 | $29.1K | <0.01% | -75.0% |
| 156 | ROTHSCHILD INVESTMENT#156 · 805 sh | 805 | $23.4K | <0.01% | +14.8% |
| 157 | Farther Finance Advisors#157 · 799 sh | 799 | $23.2K | — | +98.8% |
| 158 | HAZLETT, BURT & WATSON#158 · 740 sh | 740 | $22.0K | <0.01% | 0.0% |
| 159 | Pflug Koory#159 · 605 sh | 605 | $17.6K | — | -14.2% |
| 160 | Cassaday & Wealth Management#160 · 545 sh | 545 | $15.8K | <0.01% | 0.0% |
| 161 | True Wealth Design#161 · 508 sh | 508 | $14.8K | — | +102.4% |
| 162 | Strategic Investment Solutions#162 · 400 sh | 400 | $11.6K | <0.01% | New |
| 163 | Parallel Advisors#163 · 338 sh | 338 | $9.8K | <0.01% | +10.1% |
| 164 | Hickory Point Bank#164 · 300 sh | 300 | $8.7K | — | 0.0% |
| 165 | Leonteq Securities AG#165 · 201 sh | 201 | $5.8K | <0.01% | -98.2% |
| 166 | IFG Advisory#166 · 200 sh | 200 | $5.8K | <0.01% | New |
| 167 | MTM Investment Management#167 · 200 sh | 200 | $5.8K | <0.01% | 0.0% |
| 168 | Owl Creek Wealth Partners#168 · 200 sh | 200 | $5.8K | — | -16.7% |
| 169 | HARBOUR INVESTMENTS#169 · 185 sh | 185 | $5.4K | <0.01% | 0.0% |
| 170 | SJS Investment Consulting#170 · 162 sh | 162 | $4.7K | — | +980.0% |
| 171 | LOS ANGELES CAPITAL MANAGEMENT#171 · 127 sh | 127 | $3.7K | 0.00% | 0.0% |
| 172 | Wealth Enhancement Services#172 · 119 sh | 119 | $3.5K | — | New |
| 173 | BARROW HANLEY MEWHINNEY & STRAUSS#173 · 106 sh | 106 | $3.1K | 0.00% | 0.0% |
| 174 | NISA INVESTMENT ADVISORS#174 · 103 sh | 103 | $3.0K | — | New |
| 175 | PRIVATE NA#175 · 86 sh | 86 | $2.5K | — | 0.0% |
| 176 | JONES FINANCIAL COMPANIES LLLP#176 · 76 sh | 76 | $2.2K | 0.00% | -24.0% |
| 177 | Parkside Financial Bank#177 · 70 sh | 70 | $2.0K | — | +100.0% |
| 178 | Fortitude Family Office#178 · 45 sh | 45 | $1.3K | — | New |
| 179 | SITTNER & NELSON#179 · 40 sh | 40 | $1.2K | <0.01% | 0.0% |
| 180 | HUDSON EDGE INVESTMENT PARTNERS#180 · 40 sh | 40 | $1.2K | <0.01% | New |
| 181 | HANTZ FINANCIAL SERVICES#181 · 18 sh | 18 | $1.0K | 0.00% | 0.0% |
| 182 | Covestor Ltd#182 · 18 sh | 18 | $1.0K | <0.01% | +260.0% |
| 183 | Clearstead#183 · 33 sh | 33 | $960.00 | <0.01% | -29.8% |
| 184 | FINANCIAL CONSULATE#184 · 22 sh | 22 | $640.00 | — | New |
| 185 | FIFTH THIRD BANCORP#185 · 22 sh | 22 | $640.00 | 0.00% | -50.0% |
| 186 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#186 · 20 sh | 20 | $581.00 | 0.00% | 0.0% |
| 187 | Transamerica Financial Advisors#187 · 19 sh | 19 | $552.00 | 0.00% | 0.0% |
| 188 | JPL Wealth Management#188 · 17 sh | 17 | $495.00 | <0.01% | +183.3% |
| 189 | Physician Wealth Advisors#189 · 14 sh | 14 | $407.00 | — | New |
| 190 | Asset Dedication#190 · 12 sh | 12 | $349.00 | 0.00% | 0.0% |
| 191 | Ameritas Advisory Services#191 · 7 sh | 7 | $203.00 | 0.00% | New |
| 192 | Quent Capital#192 · 7 sh | 7 | $203.00 | 0.00% | -58.8% |
| 193 | Global Retirement Partners#193 · 6 sh | 6 | $174.00 | 0.00% | — |
| 194 | Bell Investment Advisors#194 · 5 sh | 5 | $146.00 | 0.00% | 0.0% |
| 195 | WPG Advisers#195 · 5 sh | 5 | $145.00 | <0.01% | 0.0% |
| 196 | Smartleaf Asset Management#196 · 4 sh | 4 | $115.00 | 0.00% | 0.0% |
| 197 | Freestone Grove Partners#197 · 3 sh | 3 | $87.00 | 0.00% | 0.0% |
| 198 | RAFFA WEALTH MANAGEMENT#198 · 2 sh | 2 | $58.00 | 0.00% | 0.0% |
| 199 | Glen Eagle Advisors#199 · 2 sh | 2 | $58.00 | 0.00% | New |
| 200 | North Star Investment Management#200 · 1 sh | 1 | $29.00 | 0.00% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.