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 3 季 13F 持有人
Helios Technologies, Inc. 在 2023/9/30 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
- 156
- 較 2023 年第 2 季 −13 家
- 持有股數
- 3,112 萬
- 較 2023 年第 2 季 +43.0 萬 (+1.4%)
- 總市值
- $17.3 億
- 較 2023 年第 2 季 −$2.93 億 (−14.5%)
- 新進機構
- 11
- 另有 62 家加碼
- 清倉機構
- 24
- 另有 51 家減碼
另有 1 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −1−20.0% | 減碼 |
| Steward Financial Group LLC | 15 | $0 | 0.00% | +15 | 新進 |
| TD Capital Management LLC | 1 | $56 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 3 | $166 | 0.00% | −1−25.0% | 減碼 |
| Allworth Financial LP | 3 | $167 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 5 | $277 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 6 | $333 | 0.00% | +2+50.0% | 加碼 |
| Addison Advisors LLC | 9 | $500 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 10 | $555 | 0.00% | −10−50.0% | 減碼 |
| JNBA Financial Advisors | 13 | $722 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 13 | $722 | 0.00% | +2+18.2% | 加碼 |
| CWM, LLC | 11 | $1,000 | 0.00% | −74−87.1% | 減碼 |
| Private Trust Co NA | 19 | $1,054 | 0.00% | −16−45.7% | 減碼 |
| GW&K Investment Management, LLC | 61 | $4,000 | 0.00% | −295,908−100.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $4,882 | 0.00% | +88 | 新進 |
| Huntington National Bank | 94 | $5,215 | 0.00% | −168−64.1% | 減碼 |
| Salomon & Ludwin, LLC | 150 | $8,322 | 0.00% | +150 | 新進 |
| Venturi Wealth Management, LLC | 350 | $1.94 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 370 | $2.05 萬 | 0.00% | 00.0% | 不變 |
| Avalon Trust Co | 400 | $2.22 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 408 | $2.26 萬 | 0.00% | −22−5.1% | 減碼 |
| FMR LLC | 461 | $2.56 萬 | 0.00% | +40+9.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 537 | $2.98 萬 | 0.00% | −2,611−82.9% | 減碼 |
| Aquatic Capital Management LLC | 600 | $3.30 萬 | 0.00% | −600−50.0% | 減碼 |
| Signaturefd, LLC | 667 | $3.70 萬 | 0.00% | −19−2.8% | 減碼 |
| Tradition Wealth Management, LLC | 721 | $4.00 萬 | 0.00% | +1+0.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 940 | $5.22 萬 | 0.00% | −218−18.8% | 減碼 |
| Natixis Investment Managers International | 1,078 | $5.98 萬 | 0.00% | −70−6.1% | 減碼 |
| Ostrum Asset Management | 1,091 | $6.05 萬 | 0.01% | +321+41.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,705 | $9.46 萬 | 0.00% | +498+41.3% | 加碼 |
| US Bancorp | 1,883 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 1,963 | $10.9 萬 | 0.01% | +211+12.0% | 加碼 |
| Great West Life Assurance Co | 2,899 | $16.1 萬 | 0.00% | +1,400+93.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,000 | $16.6 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 3,258 | $18.1 萬 | 0.01% | +551+20.4% | 加碼 |
| Commonwealth Equity Services, LLC | 3,737 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 3,750 | $20.8 萬 | 0.01% | 00.0% | 不變 |
| Truvestments Capital LLC | 3,750 | $20.8 萬 | 0.11% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 3,842 | $21.3 萬 | 0.00% | +3,842 | 新進 |
| Advisor Group Holdings, Inc. | 3,959 | $22.0 萬 | 0.00% | +896+29.3% | 加碼 |
| LPL Financial LLC | 4,039 | $22.4 萬 | 0.00% | −12,725−75.9% | 減碼 |
| Captrust Financial Advisors | 4,124 | $22.9 萬 | 0.00% | +4,124 | 新進 |
| ProShare Advisors LLC | 4,260 | $23.6 萬 | 0.00% | −5−0.1% | 減碼 |
| Ieq Capital, LLC | 4,276 | $23.7 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 4,982 | $27.6 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,037 | $27.9 萬 | 0.00% | +931+22.7% | 加碼 |
| Principle Wealth Partners LLC | 5,043 | $28.0 萬 | 0.03% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 5,200 | $28.8 萬 | 0.32% | +5,200 | 新進 |
| New York Life Investment Management LLC | 5,444 | $30.2 萬 | 0.00% | −858−13.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 5,639 | $31.3 萬 | 0.00% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 6,150 | $34.1 萬 | 0.00% | 00.0% | 不變 |
| John G Ullman & Associates Inc | 6,300 | $35.0 萬 | 0.06% | 00.0% | 不變 |
| Old National Bancorp | 6,387 | $35.4 萬 | 0.01% | +2,998+88.5% | 加碼 |
| Citigroup Inc | 6,686 | $37.1 萬 | 0.00% | −7,845−54.0% | 減碼 |
| Handelsbanken Fonder AB | 6,858 | $38.0 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 7,048 | $39.1 萬 | 0.02% | +7,048 | 新進 |
| Aviance Capital Partners, LLC | 7,087 | $39.3 萬 | 0.09% | 00.0% | 不變 |
| Fifth Third Bancorp | 7,232 | $40.1 萬 | 0.00% | +278+4.0% | 加碼 |
| CI Private Wealth, LLC | 7,290 | $40.4 萬 | 0.00% | +1,080+17.4% | 加碼 |
| Wells Fargo & Company | 7,610 | $42.2 萬 | 0.00% | −7,146−48.4% | 減碼 |
| Baldwin Brothers Inc | 7,926 | $44.0 萬 | 0.04% | 00.0% | 不變 |
| Wrapmanager Inc | 8,126 | $45.1 萬 | 0.14% | +2,030+33.3% | 加碼 |
| Truist Financial Corp | 8,156 | $45.3 萬 | 0.00% | −701−7.9% | 減碼 |
| Dark Forest Capital Management LP | 8,762 | $48.6 萬 | 0.04% | +8,762 | 新進 |
| Arizona State Retirement System | 9,295 | $51.6 萬 | 0.00% | +143+1.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 9,355 | $51.9 萬 | 0.00% | +50+0.5% | 加碼 |
| SG Americas Securities, LLC | 9,364 | $52.0 萬 | 0.01% | +9,364 | 新進 |
| Victory Capital Management Inc | 9,721 | $53.9 萬 | 0.00% | +2,485+34.3% | 加碼 |
| Glenmede Trust Co NA | 9,885 | $54.8 萬 | 0.00% | +2,185+28.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 10,025 | $55.6 萬 | 0.01% | 00.0% | 不變 |
| Renaissance Technologies LLC | 11,375 | $63.1 萬 | 0.00% | −800−6.6% | 減碼 |
| Clean Yield Group | 11,644 | $64.7 萬 | 0.29% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 11,742 | $65.1 萬 | 0.00% | 00.0% | 不變 |
| Brown Advisory Inc | 12,273 | $68.1 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 12,850 | $71.3 萬 | 0.15% | +7,530+141.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 14,249 | $79.1 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 15,683 | $87.0 萬 | 0.00% | −8,186−34.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 16,043 | $89.0 萬 | 0.00% | +2,817+21.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 16,086 | $89.2 萬 | 0.00% | −5,078−24.0% | 減碼 |
| American International Group, Inc. | 16,363 | $90.8 萬 | 0.01% | +581+3.7% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 16,891 | $93.7 萬 | 0.09% | −13,717−44.8% | 減碼 |
| Deutsche Bank AG | 17,332 | $96.2 萬 | 0.00% | +2,033+13.3% | 加碼 |
| MetLife Investment Management | 17,500 | $97.1 萬 | 0.01% | 00.0% | 不變 |
| American Century Companies Inc | 18,990 | $105.4 萬 | 0.00% | −1,039−5.2% | 減碼 |
| Pinnacle Associates Ltd | 19,497 | $108.2 萬 | 0.02% | +200+1.0% | 加碼 |
| First Trust Advisors LP | 20,138 | $111.7 萬 | 0.00% | −9,848−32.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 21,550 | $119.6 萬 | 0.02% | −557−2.5% | 減碼 |
| Two Sigma Investments, LP | 25,025 | $138.8 萬 | 0.00% | −10,236−29.0% | 減碼 |
| Russell Investments Group, Ltd. | 27,958 | $155.1 萬 | 0.00% | +3,100+12.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 28,289 | $156.9 萬 | 0.00% | +9,692+52.1% | 加碼 |
| UBS Group AG | 28,496 | $158.1 萬 | 0.00% | +8,410+41.9% | 加碼 |
| Goldman Sachs Group Inc | 28,653 | $159.0 萬 | 0.00% | −10,942−27.6% | 減碼 |
| Credit Suisse AG | 29,888 | $165.8 萬 | 0.00% | −1,516−4.8% | 減碼 |
| Legal & General Group Plc | 32,330 | $179.4 萬 | 0.00% | −243−0.7% | 減碼 |
| GHP Investment Advisors, Inc. | 35,420 | $189.4 萬 | 0.12% | +2,560+7.8% | 加碼 |
| Envestnet Asset Management Inc | 34,696 | $192.5 萬 | 0.00% | +14,564+72.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 34,720 | $192.6 萬 | 0.03% | −39,210−53.0% | 減碼 |
| Isthmus Partners, LLC | 34,989 | $194.1 萬 | 0.28% | +479+1.4% | 加碼 |
| UBS Asset Management Americas Inc | 36,010 | $199.8 萬 | 0.00% | +3,851+12.0% | 加碼 |
| California State Teachers Retirement System | 36,085 | $200.2 萬 | 0.00% | −3,493−8.8% | 減碼 |