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。
2024 年第 2 季 13F 持有人
Helios Technologies, Inc. 在 2024/6/30 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
- 174
- 較 2024 年第 1 季 −6 家
- 持有股數
- 3,184 萬
- 較 2024 年第 1 季 +84.7 萬 (+2.7%)
- 總市值
- $15.2 億
- 較 2024 年第 1 季 +$1.42 億 (+10.3%)
- 新進機構
- 27
- 另有 53 家加碼
- 清倉機構
- 33
- 另有 56 家減碼
另有 1 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −5−38.5% | 減碼 |
| Proequities, Inc. | 1 | $47 | 0.00% | −14−93.3% | 減碼 |
| SJS Investment Consulting Inc. | 4 | $191 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 5 | $239 | 0.00% | +1+25.0% | 加碼 |
| Massmutual Trust Co FSB | 7 | $334 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 7 | $335 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 10 | $468 | 0.00% | +5+100.0% | 加碼 |
| JFS Wealth Advisors, LLC | 10 | $478 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 10 | $478 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 10 | $478 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 13 | $621 | 0.00% | −13,249−99.9% | 減碼 |
| Rothschild Investment LLC | 15 | $716 | 0.00% | +10+200.0% | 加碼 |
| First Horizon Advisors, Inc. | 15 | $717 | 0.00% | 00.0% | 不變 |
| Redwood Wealth Management Group, LLC | 23 | $1,098 | 0.00% | +23 | 新進 |
| Private Wealth Management Group, LLC | 28 | $1,337 | 0.00% | 00.0% | 不變 |
| First Financial Corp | 35 | $1,671 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 51 | $2,279 | 0.00% | +51 | 新進 |
| Mather Group, LLC. | 65 | $2,905 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 69 | $3,295 | 0.00% | +61+762.5% | 加碼 |
| Allworth Financial LP | 75 | $3,306 | 0.00% | +9+13.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $4,202 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 106 | $5,102 | 0.00% | +106 | 新進 |
| Salomon & Ludwin, LLC | 150 | $7,163 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 170 | $7,876 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 165 | $7,879 | 0.00% | +165 | 新進 |
| Raffa Wealth Management, LLC | 202 | $9,646 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 235 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 242 | $1.20 萬 | 0.00% | +9+3.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 255 | $1.22 萬 | 0.00% | −294−53.6% | 減碼 |
| Principal Securities, Inc. | 275 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 334 | $1.59 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 370 | $1.77 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 400 | $1.91 萬 | 0.00% | 00.0% | 不變 |
| Avalon Trust Co | 400 | $1.91 萬 | 0.00% | 00.0% | 不變 |
| nVerses Capital, LLC | 400 | $1.91 萬 | 0.01% | +400 | 新進 |
| Quarry LP | 622 | $2.97 萬 | 0.01% | −147−19.1% | 減碼 |
| Innealta Capital, LLC | 727 | $3.47 萬 | 0.01% | +727 | 新進 |
| FMR LLC | 951 | $4.54 萬 | 0.00% | +298+45.6% | 加碼 |
| Fifth Third Bancorp | 1,002 | $4.78 萬 | 0.00% | −11−1.1% | 減碼 |
| Amalgamated Bank | 1,165 | $5.60 萬 | 0.00% | +51+4.6% | 加碼 |
| US Bancorp | 1,606 | $7.67 萬 | 0.00% | −395−19.7% | 減碼 |
| Amundi | 1,671 | $7.92 萬 | 0.00% | +1,671 | 新進 |
| Knights of Columbus Asset Advisors LLC | 1,891 | $9.03 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 2,253 | $10.7 萬 | 0.00% | −56−2.4% | 減碼 |
| Canada Pension Plan Investment Board | 2,300 | $11.0 萬 | 0.00% | +2,300 | 新進 |
| SG Americas Securities, LLC | 2,887 | $13.8 萬 | 0.00% | +2,887 | 新進 |
| State of Wyoming | 3,209 | $15.3 萬 | 0.03% | +30+0.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 3,258 | $15.6 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 3,750 | $17.9 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 4,268 | $20.4 萬 | 0.00% | +4,268 | 新進 |
| ProShare Advisors LLC | 4,445 | $21.2 萬 | 0.00% | −1,519−25.5% | 減碼 |
| Verition Fund Management LLC | 4,505 | $21.5 萬 | 0.00% | −5,707−55.9% | 減碼 |
| Squarepoint Ops LLC | 4,517 | $21.6 萬 | 0.00% | +4,517 | 新進 |
| Aigen Investment Management, LP | 4,835 | $23.1 萬 | 0.04% | +4,835 | 新進 |
| Diametric Capital, LP | 4,992 | $23.8 萬 | 0.13% | +4,992 | 新進 |
| Principle Wealth Partners LLC | 5,043 | $24.1 萬 | 0.02% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 5,187 | $24.8 萬 | 0.00% | −452−8.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,340 | $25.5 萬 | 0.00% | −2,173−28.9% | 減碼 |
| Aquatic Capital Management LLC | 5,400 | $25.8 萬 | 0.01% | −7,500−58.1% | 減碼 |
| Central Pacific Bank - Trust Division | 5,912 | $28.2 萬 | 0.03% | +5,912 | 新進 |
| Empower Advisory Group, LLC | 6,150 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| Inceptionr LLC | 6,311 | $30.1 萬 | 0.09% | +6,311 | 新進 |
| Handelsbanken Fonder AB | 6,858 | $32.7 萬 | 0.00% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 6,890 | $32.9 萬 | 0.06% | −3,240−32.0% | 減碼 |
| Ameritas Advisory Services, LLC | 7,048 | $33.7 萬 | 0.01% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 7,087 | $33.8 萬 | 0.05% | 00.0% | 不變 |
| Creative Planning | 7,260 | $34.7 萬 | 0.00% | +7,260 | 新進 |
| Procyon Private Wealth Partners, LLC | 7,280 | $34.8 萬 | 0.03% | +2,564+54.4% | 加碼 |
| CWM Advisors, LLC | 7,282 | $34.8 萬 | 0.04% | −849−10.4% | 減碼 |
| Citigroup Inc | 7,324 | $35.0 萬 | 0.00% | +917+14.3% | 加碼 |
| Baldwin Brothers Inc | 7,926 | $37.8 萬 | 0.03% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 8,527 | $40.7 萬 | 0.19% | +5,561+187.5% | 加碼 |
| Wrapmanager Inc | 8,919 | $42.6 萬 | 0.12% | −1,303−12.7% | 減碼 |
| Arizona State Retirement System | 9,270 | $44.3 萬 | 0.00% | +186+2.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 9,295 | $44.4 萬 | 0.00% | −4,330−31.8% | 減碼 |
| First Hawaiian Bank | 9,384 | $44.8 萬 | 0.02% | +9,384 | 新進 |
| Nisa Investment Advisors, LLC | 9,996 | $47.7 萬 | 0.00% | +26+0.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 10,025 | $47.9 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 10,669 | $50.9 萬 | 0.01% | +10,002+1,499.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 10,921 | $52.1 萬 | 0.00% | −23,965−68.7% | 減碼 |
| Glenmede Trust Co NA | 11,220 | $53.6 萬 | 0.00% | +254+2.3% | 加碼 |
| Victory Capital Management Inc | 11,256 | $53.7 萬 | 0.00% | +179+1.6% | 加碼 |
| Clean Yield Group | 11,344 | $54.2 萬 | 0.20% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 11,872 | $56.7 萬 | 0.01% | −6,720−36.1% | 減碼 |
| Wells Fargo & Company | 12,188 | $58.2 萬 | 0.00% | +1,594+15.0% | 加碼 |
| Brown Advisory Inc | 12,273 | $58.6 萬 | 0.00% | 00.0% | 不變 |
| Great West Life Assurance Co | 12,364 | $59.0 萬 | 0.00% | 00.0% | 不變 |
| Numerai GP LLC | 13,603 | $65.0 萬 | 0.24% | −15,391−53.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 16,270 | $77.7 萬 | 0.00% | +16,270 | 新進 |
| Deutsche Bank AG | 16,339 | $78.0 萬 | 0.00% | −2,049−11.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 17,292 | $82.6 萬 | 0.00% | +1,218+7.6% | 加碼 |
| Barclays PLC | 17,403 | $83.1 萬 | 0.00% | −18,222−51.1% | 減碼 |
| Legato Capital Management LLC | 17,559 | $83.8 萬 | 0.11% | +17,559 | 新進 |
| Corebridge Financial, Inc. | 17,888 | $85.4 萬 | 0.00% | +17,888 | 新進 |
| Citadel Advisors LLC | 18,403 | $87.9 萬 | 0.00% | −107,853−85.4% | 減碼 |
| Intrepid Capital Management Inc | 19,203 | $91.7 萬 | 0.58% | 00.0% | 不變 |
| MetLife Investment Management | 19,222 | $91.8 萬 | 0.01% | +1,722+9.8% | 加碼 |
| Cardinal Capital Management | 19,353 | $92.4 萬 | 0.16% | +702+3.8% | 加碼 |
| UBS Group AG | 20,336 | $97.1 萬 | 0.00% | −25,825−55.9% | 減碼 |
| Trexquant Investment LP | 20,904 | $99.8 萬 | 0.02% | +9,139+77.7% | 加碼 |