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 4 季 13F 持有人
Helios Technologies, Inc. 在 2024/12/31 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
- 173
- 較 2024 年第 3 季 −2 家
- 持有股數
- 3,274 萬
- 較 2024 年第 3 季 +122.2 萬 (+3.9%)
- 總市值
- $14.6 億
- 較 2024 年第 3 季 −$4,237 萬 (−2.8%)
- 新進機構
- 21
- 另有 72 家加碼
- 清倉機構
- 23
- 另有 49 家減碼
另有 2 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 3,545,604 | $1.58 億 | 0.78% | +2,476+0.1% | 加碼 |
| Vanguard Group Inc | 3,328,127 | $1.49 億 | 0.00% | +13,059+0.4% | 加碼 |
| BlackRock, Inc. | 2,443,507 | $1.09 億 | 0.00% | +1,0610.0% | 加碼 |
| Conestoga Capital Advisors, LLC | 1,986,528 | $8,868 萬 | 1.18% | +266,127+15.5% | 加碼 |
| Thrivent Financial for Lutherans | 1,841,823 | $8,222 萬 | 0.16% | +21,683+1.2% | 加碼 |
| Brown Capital Management LLC | 1,530,748 | $6,833 萬 | 1.58% | −282,656−15.6% | 減碼 |
| Wellington Management Group LLP | 1,463,265 | $6,532 萬 | 0.01% | −559,459−27.7% | 減碼 |
| Dimensional Fund Advisors LP | 1,438,786 | $6,423 萬 | 0.02% | +79,178+5.8% | 加碼 |
| Sara-Bay Financial | 1,217,467 | $5,408 萬 | 20.05% | +247,088+25.5% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 957,983 | $4,276 萬 | 0.15% | −41,132−4.1% | 減碼 |
| State Street Corp | 790,351 | $3,528 萬 | 0.00% | +16,574+2.1% | 加碼 |
| Bank of America Corp | 784,509 | $3,502 萬 | 0.00% | −6,813−0.9% | 減碼 |
| Geode Capital Management, LLC | 750,472 | $3,351 萬 | 0.00% | −2,072−0.3% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 720,925 | $3,218 萬 | 0.30% | +708,715+5,804.4% | 加碼 |
| Janus Henderson Group PLC | 637,703 | $2,847 萬 | 0.01% | +5,684+0.9% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 569,169 | $2,541 萬 | 0.02% | +2,255+0.4% | 加碼 |
| Bank of New York Mellon Corp | 519,531 | $2,319 萬 | 0.00% | +81,100+18.5% | 加碼 |
| Neuberger Berman Group LLC | 488,900 | $2,182 萬 | 0.02% | +9,766+2.0% | 加碼 |
| Voya Investment Management LLC | 450,429 | $2,011 萬 | 0.02% | +90,362+25.1% | 加碼 |
| Royce & Associates LP | 434,799 | $1,941 萬 | 0.18% | +46,140+11.9% | 加碼 |
| Charles Schwab Investment Management Inc | 398,899 | $1,781 萬 | 0.00% | +33,915+9.3% | 加碼 |
| New York State Common Retirement Fund | 393,323 | $1,756 萬 | 0.02% | 00.0% | 不變 |
| Mesirow Institutional Investment Management, Inc. | 332,729 | $1,485 萬 | 1.14% | +66,500+25.0% | 加碼 |
| Northern Trust Corp | 322,472 | $1,440 萬 | 0.00% | +27,718+9.4% | 加碼 |
| Iat Reinsurance Co Ltd. | 300,000 | $1,339 萬 | 2.83% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 249,738 | $1,115 萬 | 0.03% | +195,779+362.8% | 加碼 |
| Schroder Investment Management Group | 246,746 | $1,096 萬 | 0.01% | −77,559−23.9% | 減碼 |
| Diamond Hill Capital Management Inc | 231,675 | $1,034 萬 | 0.05% | −54,130−18.9% | 減碼 |
| Ceredex Value Advisors LLC | 219,900 | $981.6 萬 | 0.20% | +132,007+150.2% | 加碼 |
| SEI Investments Co | 187,176 | $835.6 萬 | 0.01% | +10,225+5.8% | 加碼 |
| Silvercrest Asset Management Group LLC | 185,459 | $827.9 萬 | 0.06% | −940−0.5% | 減碼 |
| Frontier Capital Management Co LLC | 180,890 | $807.5 萬 | 0.08% | −115,401−38.9% | 減碼 |
| Raymond James Financial Inc | 172,389 | $769.6 萬 | 0.00% | +172,389 | 新進 |
| Comerica Bank | 161,610 | $721.4 萬 | 0.03% | +2,117+1.3% | 加碼 |
| Ameriprise Financial Inc | 157,551 | $703.3 萬 | 0.00% | +22,680+16.8% | 加碼 |
| UBS Group AG | 156,755 | $699.8 萬 | 0.00% | +133,275+567.6% | 加碼 |
| Keeley-Teton Advisors, LLC | 152,507 | $680.8 萬 | 0.79% | −3,277−2.1% | 減碼 |
| Morgan Stanley | 151,282 | $675.3 萬 | 0.00% | −20,054−11.7% | 減碼 |
| Granite Investment Partners, LLC | 139,849 | $624.3 萬 | 0.27% | −24,814−15.1% | 減碼 |
| Goldman Sachs Group Inc | 125,896 | $562.0 萬 | 0.00% | +4,331+3.6% | 加碼 |
| Two Sigma Investments, LP | 116,450 | $519.8 萬 | 0.01% | −841−0.7% | 減碼 |
| JPMorgan Chase & Co | 115,542 | $515.8 萬 | 0.00% | +56,113+94.4% | 加碼 |
| Envestnet Asset Management Inc | 93,463 | $417.2 萬 | 0.00% | +58,282+165.7% | 加碼 |
| Royal Bank of Canada | 88,835 | $396.6 萬 | 0.00% | −2,668−2.9% | 減碼 |
| Marshall Wace, LLP | 88,470 | $394.9 萬 | 0.00% | −27,284−23.6% | 減碼 |
| Nuveen Asset Management, LLC | 86,348 | $385.5 萬 | 0.00% | −1,116−1.3% | 減碼 |
| Norges Bank | 86,297 | $385.2 萬 | 0.00% | −25,312−22.7% | 減碼 |
| Two Sigma Advisers, LP | 84,300 | $376.3 萬 | 0.01% | −4,700−5.3% | 減碼 |
| King Luther Capital Management Corp | 70,733 | $315.8 萬 | 0.01% | +291+0.4% | 加碼 |
| Swiss National Bank | 65,100 | $290.6 萬 | 0.00% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 61,895 | $276.3 萬 | 0.00% | +543+0.9% | 加碼 |
| Barclays PLC | 61,408 | $274.1 萬 | 0.00% | +3,957+6.9% | 加碼 |
| American Century Companies Inc | 59,816 | $267.0 萬 | 0.00% | +11,383+23.5% | 加碼 |
| Invesco Ltd. | 56,699 | $253.1 萬 | 0.00% | +2,137+3.9% | 加碼 |
| Natixis Advisors, L.P. | 55,151 | $246.2 萬 | 0.00% | +55,151 | 新進 |
| Rhumbline Advisers | 50,612 | $225.9 萬 | 0.00% | +726+1.5% | 加碼 |
| Stifel Financial Corp | 49,936 | $222.9 萬 | 0.00% | −611−1.2% | 減碼 |
| Voloridge Investment Management, LLC | 44,648 | $199.3 萬 | 0.01% | −53,978−54.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 42,591 | $190.1 萬 | 0.02% | −6,146−12.6% | 減碼 |
| Advantage Alpha Capital Partners LP | 42,351 | $189.1 萬 | 0.45% | −3,285−7.2% | 減碼 |
| Sapience Investments, LLC | 39,447 | $176.1 萬 | 1.03% | −6,490−14.1% | 減碼 |
| Susquehanna International Group, LLP | 39,204 | $175.0 萬 | 0.00% | +12,889+49.0% | 加碼 |
| GHP Investment Advisors, Inc. | 38,720 | $172.8 萬 | 0.08% | +1,501+4.0% | 加碼 |
| Alliancebernstein L.P. | 36,892 | $164.7 萬 | 0.00% | +42+0.1% | 加碼 |
| Legal & General Group Plc | 36,483 | $162.9 萬 | 0.00% | +2,708+8.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 31,688 | $141.5 萬 | 0.02% | +880+2.9% | 加碼 |
| Deutsche Bank AG | 31,174 | $139.2 萬 | 0.00% | +10,616+51.6% | 加碼 |
| California State Teachers Retirement System | 31,066 | $138.7 萬 | 0.00% | −316−1.0% | 減碼 |
| Price T Rowe Associates Inc | 30,790 | $137.5 萬 | 0.00% | +2,208+7.7% | 加碼 |
| Citigroup Inc | 29,891 | $133.4 萬 | 0.00% | +4,315+16.9% | 加碼 |
| First Trust Advisors LP | 29,715 | $132.6 萬 | 0.00% | +16,980+133.3% | 加碼 |
| Renaissance Technologies LLC | 24,175 | $107.9 萬 | 0.00% | +24,175 | 新進 |
| Cardinal Capital Management | 23,219 | $103.6 萬 | 0.16% | +1,000+4.5% | 加碼 |
| MetLife Investment Management | 20,338 | $90.8 萬 | 0.00% | +1,116+5.8% | 加碼 |
| Dynamic Technology Lab Private Ltd | 20,280 | $90.5 萬 | 0.15% | +20,280 | 新進 |
| Jane Street Group, LLC | 18,982 | $84.7 萬 | 0.00% | −4,623−19.6% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 18,909 | $84.4 萬 | 0.00% | +649+3.6% | 加碼 |
| Trexquant Investment LP | 17,455 | $77.9 萬 | 0.01% | +17,455 | 新進 |
| Natixis Investment Managers International | 17,070 | $76.2 萬 | 0.06% | +17,070 | 新進 |
| Wells Fargo & Company | 17,055 | $76.1 萬 | 0.00% | +5,147+43.2% | 加碼 |
| Corebridge Financial, Inc. | 16,531 | $73.8 萬 | 0.00% | −1,248−7.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 16,087 | $71.8 萬 | 0.00% | −965−5.7% | 減碼 |
| Intech Investment Management LLC | 14,790 | $66.0 萬 | 0.01% | +10,089+214.6% | 加碼 |
| HSBC Holdings PLC | 14,323 | $63.8 萬 | 0.00% | +14,323 | 新進 |
| Great West Life Assurance Co | 14,169 | $63.2 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 13,479 | $60.2 萬 | 0.00% | +1,863+16.0% | 加碼 |
| Brown Advisory Inc | 12,273 | $54.8 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 11,577 | $51.7 萬 | 0.00% | +11,577 | 新進 |
| Pinnacle Associates Ltd | 11,417 | $51.0 萬 | 0.01% | −8,025−41.3% | 減碼 |
| Clean Yield Group | 10,969 | $49.0 萬 | 0.16% | −150−1.3% | 減碼 |
| Glenmede Trust Co NA | 10,141 | $45.3 萬 | 0.00% | −1,059−9.5% | 減碼 |
| First Hawaiian Bank | 10,029 | $44.8 萬 | 0.01% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 10,025 | $44.8 萬 | 0.01% | 00.0% | 不變 |
| Arizona State Retirement System | 9,642 | $43.0 萬 | 0.00% | +93+1.0% | 加碼 |
| Nisa Investment Advisors, LLC | 9,522 | $42.5 萬 | 0.00% | +19+0.2% | 加碼 |
| Procyon Private Wealth Partners, LLC | 9,468 | $42.3 萬 | 0.03% | −1,292−12.0% | 減碼 |
| ProShare Advisors LLC | 9,364 | $41.8 萬 | 0.00% | +3,081+49.0% | 加碼 |
| Handelsbanken Fonder AB | 9,358 | $41.8 萬 | 0.00% | +1,600+20.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 9,295 | $41.5 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,169 | $40.9 萬 | 0.00% | +3,829+71.7% | 加碼 |