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。
2023 年第 2 季 13F 持有人
Helios Technologies, Inc. 在 2023/6/30 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
- 170
- 較 2023 年第 1 季 −5 家
- 持有股數
- 3,069 萬
- 較 2023 年第 1 季 +47.1 萬 (+1.6%)
- 總市值
- $20.2 億
- 較 2023 年第 1 季 +$4,284 萬 (+2.2%)
- 新進機構
- 16
- 另有 59 家加碼
- 清倉機構
- 21
- 另有 66 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | +1+25.0% | 加碼 |
| Comerica Bank | 134,068 | $0 | 0.00% | +134,068 | 新進 |
| TD Capital Management LLC | 1 | $67 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 3 | $199 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 4 | $264 | 0.00% | −1−20.0% | 減碼 |
| Disciplined Investments, LLC | 4 | $264 | 0.00% | −1−20.0% | 減碼 |
| SJS Investment Consulting Inc. | 4 | $265 | 0.00% | −3−42.9% | 減碼 |
| Parallel Advisors, LLC | 5 | $330 | 0.00% | −8−61.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 7 | $463 | 0.00% | +7 | 新進 |
| SRS Capital Advisors, Inc. | 8 | $529 | 0.00% | −8−50.0% | 減碼 |
| Addison Advisors LLC | 9 | $595 | 0.00% | +9 | 新進 |
| JFS Wealth Advisors, LLC | 11 | $727 | 0.00% | −3−21.4% | 減碼 |
| JNBA Financial Advisors | 13 | $860 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 20 | $1,322 | 0.00% | −9−31.0% | 減碼 |
| Barclays PLC | 21 | $1,388 | 0.00% | +21 | 新進 |
| Private Trust Co NA | 35 | $2,313 | 0.00% | −40−53.3% | 減碼 |
| GWM Advisors LLC | 35 | $2,313 | 0.00% | +35 | 新進 |
| Park Place Capital Corp | 40 | $2,644 | 0.00% | −55−57.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 80 | $5,287 | 0.00% | −119−59.8% | 減碼 |
| CWM, LLC | 85 | $6,000 | 0.00% | +48+129.7% | 加碼 |
| First Horizon Advisors, Inc. | 99 | $6,542 | 0.00% | −87−46.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 100 | $6,609 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 100 | $7,000 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 262 | $1.73 萬 | 0.00% | −214−45.0% | 減碼 |
| Assetmark, Inc | 310 | $2.05 萬 | 0.00% | −300−49.2% | 減碼 |
| Venturi Wealth Management, LLC | 350 | $2.31 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 370 | $2.45 萬 | 0.00% | 00.0% | 不變 |
| Avalon Trust Co | 400 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 421 | $2.78 萬 | 0.00% | −3,926−90.3% | 減碼 |
| GPS Wealth Strategies Group, LLC | 430 | $2.84 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 686 | $4.53 萬 | 0.00% | +148+27.5% | 加碼 |
| Tradition Wealth Management, LLC | 720 | $4.80 萬 | 0.01% | +1+0.1% | 加碼 |
| Ostrum Asset Management | 770 | $5.09 萬 | 0.00% | 00.0% | 不變 |
| Natixis Investment Managers International | 1,148 | $7.59 萬 | 0.01% | −429−27.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,158 | $7.65 萬 | 0.00% | +20+1.8% | 加碼 |
| Aquatic Capital Management LLC | 1,200 | $7.90 萬 | 0.00% | +1,200 | 新進 |
| Tower Research Capital LLC (TRC) | 1,207 | $7.98 萬 | 0.00% | +1,027+570.6% | 加碼 |
| Great West Life Assurance Co | 1,499 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 1,752 | $11.6 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 1,883 | $12.4 萬 | 0.00% | −400−17.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,707 | $17.9 萬 | 0.01% | +165+6.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,000 | $19.8 萬 | 0.00% | +3,000 | 新進 |
| Advisor Group Holdings, Inc. | 3,063 | $20.2 萬 | 0.00% | −229−7.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,148 | $20.8 萬 | 0.00% | −1,254−28.5% | 減碼 |
| Teacher Retirement System of Texas | 3,198 | $21.1 萬 | 0.00% | −1,239−27.9% | 減碼 |
| Virginia Retirement Systems Et Al | 3,300 | $21.8 萬 | 0.00% | −1,100−25.0% | 減碼 |
| Old National Bancorp | 3,389 | $22.4 萬 | 0.01% | +328+10.7% | 加碼 |
| Lindenwold Advisors | 3,535 | $23.4 萬 | 0.14% | +3,535 | 新進 |
| Baird Financial Group, Inc. | 3,541 | $23.4 萬 | 0.00% | +184+5.5% | 加碼 |
| Commonwealth Equity Services, LLC | 3,737 | $24.7 萬 | 0.00% | +3,737 | 新進 |
| Clearstead Advisors, LLC | 3,750 | $24.8 萬 | 0.02% | 00.0% | 不變 |
| Truvestments Capital LLC | 3,750 | $24.8 萬 | 0.12% | 00.0% | 不變 |
| Pictet Asset Management SA | 3,842 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| Principal Financial Group Inc | 3,871 | $25.6 萬 | 0.00% | +286+8.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,106 | $27.1 萬 | 0.00% | −854−17.2% | 減碼 |
| Commerce Bank | 4,245 | $28.1 萬 | 0.00% | −3,189−42.9% | 減碼 |
| Balyasny Asset Management LLC | 4,255 | $28.1 萬 | 0.00% | +4,255 | 新進 |
| ProShare Advisors LLC | 4,265 | $28.2 萬 | 0.00% | +435+11.4% | 加碼 |
| Ieq Capital, LLC | 4,276 | $28.3 萬 | 0.01% | +375+9.6% | 加碼 |
| Amalgamated Bank | 4,982 | $32.9 萬 | 0.00% | +370+8.0% | 加碼 |
| Principle Wealth Partners LLC | 5,043 | $33.3 萬 | 0.03% | 00.0% | 不變 |
| State of Wyoming | 5,320 | $35.2 萬 | 0.10% | +767+16.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 5,639 | $37.3 萬 | 0.00% | 00.0% | 不變 |
| Wrapmanager Inc | 6,096 | $40.3 萬 | 0.12% | −139−2.2% | 減碼 |
| Empower Advisory Group, LLC | 6,150 | $40.6 萬 | 0.00% | −3,000−32.8% | 減碼 |
| CI Private Wealth, LLC | 6,210 | $41.0 萬 | 0.00% | +6,210 | 新進 |
| John G Ullman & Associates Inc | 6,300 | $41.6 萬 | 0.06% | 00.0% | 不變 |
| New York Life Investment Management LLC | 6,302 | $41.6 萬 | 0.00% | −997−13.7% | 減碼 |
| Handelsbanken Fonder AB | 6,858 | $45.3 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 6,954 | $46.0 萬 | 0.00% | −211−2.9% | 減碼 |
| Aviance Capital Partners, LLC | 7,087 | $46.8 萬 | 0.10% | 00.0% | 不變 |
| Victory Capital Management Inc | 7,236 | $47.8 萬 | 0.00% | −2,133−22.8% | 減碼 |
| Glenmede Trust Co NA | 7,700 | $50.4 萬 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 7,926 | $52.4 萬 | 0.04% | 00.0% | 不變 |
| Truist Financial Corp | 8,857 | $58.5 萬 | 0.00% | −586−6.2% | 減碼 |
| ClariVest Asset Management LLC | 8,912 | $58.9 萬 | 0.03% | −700−7.3% | 減碼 |
| Arizona State Retirement System | 9,152 | $60.5 萬 | 0.00% | −281−3.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 9,305 | $61.5 萬 | 0.00% | −4,320−31.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 10,025 | $66.3 萬 | 0.01% | 00.0% | 不變 |
| Clean Yield Group | 11,644 | $77.0 萬 | 0.32% | −150−1.3% | 減碼 |
| Nisa Investment Advisors, LLC | 11,742 | $77.6 萬 | 0.01% | −80−0.7% | 減碼 |
| Renaissance Technologies LLC | 12,175 | $80.5 萬 | 0.00% | −20,200−62.4% | 減碼 |
| Brown Advisory Inc | 12,273 | $81.1 萬 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 12,821 | $84.7 萬 | 0.07% | +57+0.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 13,226 | $87.4 萬 | 0.00% | +151+1.2% | 加碼 |
| State of Wisconsin Investment Board | 13,575 | $89.7 萬 | 0.00% | −625−4.4% | 減碼 |
| Janus Henderson Group PLC | 13,998 | $92.5 萬 | 0.00% | −18−0.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 14,249 | $94.2 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 14,309 | $94.6 萬 | 0.00% | +2,154+17.7% | 加碼 |
| Citigroup Inc | 14,531 | $96.0 萬 | 0.00% | +12,548+632.8% | 加碼 |
| Wells Fargo & Company | 14,756 | $97.5 萬 | 0.00% | +6,082+70.1% | 加碼 |
| Deutsche Bank AG | 15,299 | $101.1 萬 | 0.00% | −7,624−33.3% | 減碼 |
| American International Group, Inc. | 15,782 | $104.3 萬 | 0.01% | +76+0.5% | 加碼 |
| LPL Financial LLC | 16,764 | $110.8 萬 | 0.00% | +264+1.6% | 加碼 |
| MetLife Investment Management | 17,500 | $115.7 萬 | 0.01% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 18,597 | $122.9 萬 | 0.00% | −2,034−9.9% | 減碼 |
| Pinnacle Associates Ltd | 19,297 | $127.5 萬 | 0.02% | +19,297 | 新進 |
| American Century Companies Inc | 20,029 | $132.4 萬 | 0.00% | +8,939+80.6% | 加碼 |
| UBS Group AG | 20,086 | $132.7 萬 | 0.00% | +12,931+180.7% | 加碼 |
| Envestnet Asset Management Inc | 20,132 | $133.1 萬 | 0.00% | −853−4.1% | 減碼 |