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Disclosery

HELE HELEN OF TROY LTD

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COM (common), issuer CIK 916789

228 managers (232 13F filers) reported a position in HELE shares at 2025-03-31, 23,986,564 shares in all. 34 filers opened a position and 46 filers sold out during the quarter.

Managers
228
13F filers
232
New
34
Added
83
Reduced
74
Sold out
46
Shares held by filers
23,986,564

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Grass Brianofficer (Chief Financial Officer)2026-10-05-496 F$25.64Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hexagon Capital Partners LLC35$1.87K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.45$1.63K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC29$1.53K<0.01%+2813F-HRTimeline
Lindbrook Capital, LLC28$1.5K<0.01%-413F-HRTimeline
Prestige Wealth Management Group LLC28$1.5K<0.01%013F-HR/ATimeline
Private Wealth Management Group, LLC26$1.39K<0.01%-1913F-HRTimeline
Clearstead Trust, LLC24$1.28K<0.01%new13F-HRTimeline
Covestor Ltd13$1K<0.01%+113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC18$963<0.01%013F-HRTimeline
Bell Investment Advisors, Inc15$803<0.01%013F-HRTimeline
SBI Securities Co., Ltd.14$749<0.01%-2613F-HRTimeline
MassMutual Private Wealth & Trust, FSB13$695<0.01%013F-HRTimeline
Asset Dedication, LLC12$642<0.01%013F-HRTimeline
NewEdge Advisors, LLC12$642<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC12$642<0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…10$535<0.01%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.7$375<0.01%-1513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6$320<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4$214<0.01%-4613F-HRTimelineGroup
MorganRosel Wealth Management, LLC3$160<0.01%new13F-HRTimeline
Binnacle Investments Inc3$160<0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2$107<0.01%013F-HRTimeline
Abound Wealth Management2$107<0.01%-113F-HRTimeline
North Star Investment Management Corp.1$53<0.01%013F-HRTimeline
IFP Advisors, Inc0$53<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Hemington Wealth Management1$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-7313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Grass Brian disposed of 496 HELE shares on 2026-10-05, Form 4 filed 2026-10-07. 0000916789-26-000129

    Accepted , ingested