Helios Technologies, Inc.
HLIO- 交易所
- NYSE
- 產業
- Miscellaneous Fabricated Metal Products
- SEC CIK
- 0001024795
近 90 天，Helios Technologies, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 285 家機構在 13F 申報持有，市值合計 $28.6 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Helios Technologies, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 285
- 較 2026 年第 1 季 +37 家
- 持有股數
- 3,223 萬
- 較 2026 年第 1 季 +33.3 萬 (+1.0%)
- 總市值
- $28.6 億
- 較 2026 年第 1 季 +$7.99 億 (+38.7%)
- 新進機構
- 60
- 另有 100 家加碼
- 清倉機構
- 23
- 另有 93 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 HLIO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 285 | $28.6 億 |
| 2026 年第 1 季 | 252 | $20.9 億 |
| 2025 年第 4 季 | 215 | $17.5 億 |
| 2025 年第 3 季 | 201 | $17.1 億 |
| 2025 年第 2 季 | 187 | $10.6 億 |
| 2025 年第 1 季 | 184 | $10.4 億 |
| 2024 年第 4 季 | 173 | $14.6 億 |
| 2024 年第 3 季 | 177 | $15.1 億 |
| 2024 年第 2 季 | 174 | $15.2 億 |
| 2024 年第 1 季 | 181 | $13.8 億 |
| 2023 年第 4 季 | 167 | $14.1 億 |
| 2023 年第 3 季 | 156 | $17.3 億 |
| 2023 年第 2 季 | 170 | $20.2 億 |
| 2023 年第 1 季 | 176 | $19.8 億 |
| 2022 年第 4 季 | 166 | $16.4 億 |
| 2022 年第 3 季 | 169 | $15.1 億 |
| 2022 年第 2 季 | 164 | $20.0 億 |
| 2022 年第 1 季 | 185 | $23.6 億 |
| 2021 年第 4 季 | 181 | $31.0 億 |
| 2021 年第 3 季 | 158 | $24.3 億 |
| 2021 年第 2 季 | 152 | $22.7 億 |
| 2021 年第 1 季 | 144 | $21.2 億 |
2026 年第 2 季持有機構
每家機構持有 Helios Technologies, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,592,872 | $2.31 億 | 0.00% | +149,916+6.1% | 加碼 |
| Vanguard Portfolio Management LLC | 1,641,106 | $1.46 億 | 0.01% | +135,810+9.0% | 加碼 |
| Dimensional Fund Advisors LP | 1,549,341 | $1.38 億 | 0.03% | −69,371−4.3% | 減碼 |
| Vanguard Capital Management LLC | 1,462,106 | $1.30 億 | 0.00% | −15,243−1.0% | 減碼 |
| Sara-Bay Financial | 1,146,658 | $1.02 億 | 27.26% | −7,238−0.6% | 減碼 |
| Conestoga Capital Advisors, LLC | 1,084,345 | $9,678 萬 | 2.11% | −240,861−18.2% | 減碼 |
| Invesco Ltd. | 1,083,038 | $9,666 萬 | 0.01% | +863,860+394.1% | 加碼 |
| Geode Capital Management, LLC | 979,448 | $8,743 萬 | 0.00% | +142,617+17.0% | 加碼 |
| Jennison Associates LLC | 977,554 | $8,725 萬 | 0.05% | −58,423−5.6% | 減碼 |
| Thrivent Financial for Lutherans | 918,909 | $8,201 萬 | 0.14% | −6,637−0.7% | 減碼 |
| Wellington Management Group LLP | 887,417 | $7,920 萬 | 0.01% | −419,256−32.1% | 減碼 |
| State Street Corp | 841,953 | $7,515 萬 | 0.00% | +53,944+6.8% | 加碼 |
| William Blair Investment Management, LLC | 834,221 | $7,445 萬 | 0.22% | −96,787−10.4% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 779,227 | $6,955 萬 | 0.05% | −3,245−0.4% | 減碼 |
| Neuberger Berman Group LLC | 761,883 | $6,801 萬 | 0.05% | +50,085+7.0% | 加碼 |
| Ameriprise Financial Inc | 743,426 | $6,635 萬 | 0.01% | +4,165+0.6% | 加碼 |
| Nomura Asset Management International Inc. | 718,688 | $6,414 萬 | 0.10% | −49,972−6.5% | 減碼 |
| ACK Asset Management LLC | 681,000 | $6,078 萬 | 7.10% | −99,378−12.7% | 減碼 |
| Wasatch Advisors Inc | 660,085 | $5,891 萬 | 0.39% | −138,923−17.4% | 減碼 |
| Nuveen, LLC | 507,047 | $4,525 萬 | 0.01% | +177,535+53.9% | 加碼 |
| Goldman Sachs Group Inc | 449,107 | $4,008 萬 | 0.00% | +60.0% | 加碼 |
| Bank of America Corp | 411,128 | $3,669 萬 | 0.00% | −99,391−19.5% | 減碼 |
| Jupiter Topco LLC | 408,245 | $3,644 萬 | 0.01% | +408,245 | 新進 |
| Charles Schwab Investment Management Inc | 407,860 | $3,640 萬 | 0.00% | −12,191−2.9% | 減碼 |
| Standard Life Aberdeen plc | 397,396 | $3,547 萬 | 0.05% | +108,163+37.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 395,605 | $3,531 萬 | 0.02% | −148,636−27.3% | 減碼 |
| Northern Trust Corp | 334,725 | $2,987 萬 | 0.00% | +17,026+5.4% | 加碼 |
| Driehaus Capital Management LLC | 299,426 | $2,672 萬 | 0.15% | +101,458+51.2% | 加碼 |
| MetLife Investment Management | 283,541 | $2,531 萬 | 0.11% | +3,434+1.2% | 加碼 |
| Aperture Investors, LLC | 270,566 | $2,415 萬 | 2.56% | −33,437−11.0% | 減碼 |
| FMR LLC | 269,417 | $2,405 萬 | 0.00% | +244,060+962.5% | 加碼 |
| Royce & Associates LP | 252,199 | $2,251 萬 | 0.18% | −13,910−5.2% | 減碼 |
| Kennedy Capital Management, Inc. | 222,678 | $1,987 萬 | 0.35% | −6,430−2.8% | 減碼 |
| Vanguard Fiduciary Trust Co | 222,079 | $1,982 萬 | 0.00% | +7,833+3.7% | 加碼 |
| Morgan Stanley | 218,478 | $1,950 萬 | 0.00% | +78,139+55.7% | 加碼 |
| Leeward Investments, LLC - MA | 209,025 | $1,866 萬 | 0.85% | +59,760+40.0% | 加碼 |
| Rockefeller Capital Management L.P. | 201,486 | $1,798 萬 | 0.03% | −36,399−15.3% | 減碼 |
| Jane Street Group, LLC | 182,632 | $1,630 萬 | 0.01% | −10,731−5.5% | 減碼 |
| Susquehanna International Group, LLP | 181,107 | $1,616 萬 | 0.01% | +87,493+93.5% | 加碼 |
| Citadel Advisors LLC | 168,281 | $1,502 萬 | 0.01% | +57,665+52.1% | 加碼 |
| Bank of New York Mellon Corp | 167,182 | $1,492 萬 | 0.00% | +5,380+3.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 165,273 | $1,475 萬 | 0.10% | −14,869−8.3% | 減碼 |
| Raymond James Financial Inc | 151,333 | $1,351 萬 | 0.00% | −10,436−6.5% | 減碼 |
| Iat Reinsurance Co Ltd. | 300,000 | $1,339 萬 | 8.34% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 145,455 | $1,298 萬 | 0.02% | +74,988+106.4% | 加碼 |
| Tudor Investment Corp Et Al | 141,953 | $1,267 萬 | 0.05% | +141,953 | 新進 |
| Mackenzie Financial Corp | 138,268 | $1,234 萬 | 0.01% | +138,268 | 新進 |
| UBS Group AG | 137,859 | $1,230 萬 | 0.00% | +92,002+200.6% | 加碼 |
| Intrinsic Edge Capital Management LLC | 130,000 | $1,160 萬 | 1.43% | +130,000 | 新進 |
| Hillsdale Investment Management Inc. | 126,040 | $1,125 萬 | 0.26% | +13,020+11.5% | 加碼 |
| Castleark Management LLC | 125,409 | $1,119 萬 | 0.30% | −35,000−21.8% | 減碼 |
| Congress Asset Management Co | 125,225 | $1,118 萬 | 0.07% | +54,872+78.0% | 加碼 |
| Ceredex Value Advisors LLC | 119,900 | $1,070 萬 | 0.30% | −29,050−19.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 109,843 | $980.3 萬 | 0.01% | +56,905+107.5% | 加碼 |
| Fifth Third Bancorp | 109,729 | $979.3 萬 | 0.02% | −20,054−15.5% | 減碼 |
| SEI Investments Co | 99,109 | $884.5 萬 | 0.01% | −56,368−36.3% | 減碼 |
| Russell Investments Group, Ltd. | 97,433 | $869.6 萬 | 0.01% | −35,070−26.5% | 減碼 |
| Public Sector Pension Investment Board | 94,566 | $844.0 萬 | 0.02% | +94,566 | 新進 |
| AQR Capital Management LLC | 83,114 | $741.8 萬 | 0.00% | +30,515+58.0% | 加碼 |
| American Century Companies Inc | 82,141 | $733.1 萬 | 0.00% | +2,320+2.9% | 加碼 |
| JPMorgan Chase & Co | 75,187 | $684.6 萬 | 0.00% | +40,934+119.5% | 加碼 |
| Trexquant Investment LP | 72,014 | $642.7 萬 | 0.04% | −32,593−31.2% | 減碼 |
| Swiss National Bank | 66,400 | $592.6 萬 | 0.00% | +1,000+1.5% | 加碼 |
| Envestnet Asset Management Inc | 64,703 | $577.5 萬 | 0.00% | −10,327−13.8% | 減碼 |
| Qube Research & Technologies Ltd | 64,251 | $573.4 萬 | 0.01% | +55,714+652.6% | 加碼 |
| King Luther Capital Management Corp | 60,939 | $543.9 萬 | 0.02% | +8,614+16.5% | 加碼 |
| Royal Bank of Canada | 60,362 | $538.7 萬 | 0.00% | −3,826−6.0% | 減碼 |
| Gabelli Funds LLC | 56,469 | $504.0 萬 | 0.03% | −18,474−24.7% | 減碼 |
| Dark Forest Capital Management LP | 55,819 | $498.2 萬 | 0.32% | +13,880+33.1% | 加碼 |
| UBS Asset Management Americas Inc | 52,643 | $469.8 萬 | 0.00% | −1,766−3.2% | 減碼 |
| Price T Rowe Associates Inc | 52,263 | $466.5 萬 | 0.00% | +6,872+15.1% | 加碼 |
| Telemark Asset Management, LLC | 50,000 | $446.3 萬 | 0.32% | +50,000 | 新進 |
| Creative Planning | 49,668 | $443.3 萬 | 0.00% | +8,330+20.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 52,377 | $441.9 萬 | 0.01% | +52,377 | 新進 |
| Prudential Financial Inc | 48,684 | $434.5 萬 | 0.00% | +26,815+122.6% | 加碼 |
| Granite Investment Partners, LLC | 46,736 | $417.1 萬 | 0.21% | −14,661−23.9% | 減碼 |
| Rhumbline Advisers | 45,397 | $405.2 萬 | 0.00% | +1,096+2.5% | 加碼 |
| Stifel Financial Corp | 44,734 | $399.3 萬 | 0.00% | −614−1.4% | 減碼 |
| GHP Investment Advisors, Inc. | 44,392 | $396.2 萬 | 0.15% | +1,784+4.2% | 加碼 |
| New York State Common Retirement Fund | 43,017 | $383.9 萬 | 0.00% | +31,637+278.0% | 加碼 |
| Algert Global LLC | 40,650 | $362.8 萬 | 0.04% | +40,650 | 新進 |
| Rice Hall James & Associates, LLC | 40,031 | $357.3 萬 | 0.17% | −4,430−10.0% | 減碼 |
| Palisade Capital Management LLC | 39,709 | $354.4 萬 | 0.15% | +39,709 | 新進 |
| California State Teachers Retirement System | 38,750 | $345.8 萬 | 0.00% | −1,044−2.6% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 38,268 | $341.5 萬 | 0.17% | +20,902+120.4% | 加碼 |
| State of Wisconsin Investment Board | 37,271 | $332.6 萬 | 0.01% | +1,417+4.0% | 加碼 |
| Squarepoint Ops LLC | 36,983 | $330.1 萬 | 0.01% | +13,363+56.6% | 加碼 |
| Deutsche Bank AG | 34,523 | $308.1 萬 | 0.00% | +5,300+18.1% | 加碼 |
| XTX Topco Ltd | 34,170 | $305.0 萬 | 0.04% | +12,124+55.0% | 加碼 |
| Franklin Resources Inc | 31,776 | $283.6 萬 | 0.00% | +9,272+41.2% | 加碼 |
| NFJ Investment Group, LLC | 31,541 | $281.5 萬 | 0.10% | +31,541 | 新進 |
| Lazard Asset Management LLC | 31,260 | $279.0 萬 | 0.00% | +878+2.9% | 加碼 |
| Engineers Gate Manager LP | 31,240 | $278.8 萬 | 0.04% | +14,074+82.0% | 加碼 |
| Occudo Quantitative Strategies LP | 30,760 | $274.5 萬 | 0.15% | +1,289+4.4% | 加碼 |
| Wells Fargo & Company | 30,627 | $273.3 萬 | 0.00% | +15,981+109.1% | 加碼 |
| Virginia Retirement Systems Et Al | 30,000 | $267.8 萬 | 0.02% | +3,000+11.1% | 加碼 |
| Bridgeway Capital Management, LLC | 30,000 | $267.8 萬 | 0.05% | +15,000+100.0% | 加碼 |
| Pinnacle Associates Ltd | 28,763 | $256.7 萬 | 0.03% | +377+1.3% | 加碼 |
| Alliancebernstein L.P. | 39,439 | $255.2 萬 | 0.00% | +6,253+18.8% | 加碼 |
| Marshall Wace, LLP | 28,461 | $254.0 萬 | 0.00% | −1,576−5.2% | 減碼 |