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。
2025 年第 1 季 13F 持有人
Helios Technologies, Inc. 在 2025/3/31 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
- 184
- 較 2024 年第 4 季 +15 家
- 持有股數
- 3,243 萬
- 較 2024 年第 4 季 +13.0 萬 (+0.4%)
- 總市值
- $10.4 億
- 較 2024 年第 4 季 −$4.00 億 (−27.8%)
- 新進機構
- 32
- 另有 66 家加碼
- 清倉機構
- 17
- 另有 57 家減碼
另有 4 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 3,407,368 | $1.09 億 | 0.61% | −138,236−3.9% | 減碼 |
| Vanguard Group Inc | 3,296,258 | $1.06 億 | 0.00% | −31,869−1.0% | 減碼 |
| BlackRock, Inc. | 2,427,341 | $7,789 萬 | 0.00% | −16,166−0.7% | 減碼 |
| Conestoga Capital Advisors, LLC | 1,971,463 | $6,326 萬 | 0.95% | −15,065−0.8% | 減碼 |
| Thrivent Financial for Lutherans | 1,758,635 | $5,644 萬 | 0.12% | −83,188−4.5% | 減碼 |
| Dimensional Fund Advisors LP | 1,506,946 | $4,836 萬 | 0.01% | +68,160+4.7% | 加碼 |
| Sara-Bay Financial | 1,215,181 | $3,921 萬 | 17.29% | −2,286−0.2% | 減碼 |
| Brown Capital Management LLC | 1,175,408 | $3,772 萬 | 1.14% | −355,340−23.2% | 減碼 |
| Wellington Management Group LLP | 1,106,921 | $3,552 萬 | 0.01% | −356,344−24.4% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 966,419 | $3,101 萬 | 0.11% | +8,436+0.9% | 加碼 |
| Bank of America Corp | 864,184 | $2,773 萬 | 0.00% | +79,675+10.2% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 789,915 | $2,535 萬 | 0.25% | +68,990+9.6% | 加碼 |
| State Street Corp | 782,120 | $2,510 萬 | 0.00% | −8,231−1.0% | 減碼 |
| Geode Capital Management, LLC | 763,883 | $2,452 萬 | 0.00% | +13,411+1.8% | 加碼 |
| Janus Henderson Group PLC | 683,321 | $2,205 萬 | 0.01% | +45,618+7.2% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 568,017 | $1,823 萬 | 0.01% | −1,152−0.2% | 減碼 |
| Neuberger Berman Group LLC | 484,954 | $1,561 萬 | 0.01% | −3,946−0.8% | 減碼 |
| Royce & Associates LP | 437,629 | $1,404 萬 | 0.15% | +2,830+0.7% | 加碼 |
| Charles Schwab Investment Management Inc | 429,860 | $1,379 萬 | 0.00% | +30,961+7.8% | 加碼 |
| Rockefeller Capital Management L.P. | 424,039 | $1,361 萬 | 0.03% | +174,301+69.8% | 加碼 |
| Ceredex Value Advisors LLC | 350,500 | $1,125 萬 | 0.25% | +130,600+59.4% | 加碼 |
| New York State Common Retirement Fund | 348,448 | $1,118 萬 | 0.02% | −44,875−11.4% | 減碼 |
| Bank of New York Mellon Corp | 347,407 | $1,115 萬 | 0.00% | −172,124−33.1% | 減碼 |
| MetLife Investment Management | 344,505 | $1,106 萬 | 0.06% | +324,167+1,593.9% | 加碼 |
| Ameriprise Financial Inc | 342,065 | $1,098 萬 | 0.00% | +184,514+117.1% | 加碼 |
| Northern Trust Corp | 312,283 | $1,002 萬 | 0.00% | −10,189−3.2% | 減碼 |
| Iat Reinsurance Co Ltd. | 300,000 | $962.7 萬 | 2.01% | 00.0% | 不變 |
| Diamond Hill Capital Management Inc | 257,251 | $825.5 萬 | 0.04% | +25,576+11.0% | 加碼 |
| Raymond James Financial Inc | 245,274 | $787.0 萬 | 0.00% | +72,885+42.3% | 加碼 |
| Schroder Investment Management Group | 236,315 | $762.6 萬 | 0.01% | −10,431−4.2% | 減碼 |
| Morgan Stanley | 198,450 | $636.8 萬 | 0.00% | +47,168+31.2% | 加碼 |
| SEI Investments Co | 185,111 | $594.0 萬 | 0.01% | −2,065−1.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 184,917 | $593.4 萬 | 0.04% | −542−0.3% | 減碼 |
| Marshall Wace, LLP | 177,357 | $569.1 萬 | 0.01% | +88,887+100.5% | 加碼 |
| Comerica Bank | 160,347 | $514.6 萬 | 0.02% | −1,263−0.8% | 減碼 |
| Keeley-Teton Advisors, LLC | 159,336 | $511.3 萬 | 0.62% | +6,829+4.5% | 加碼 |
| Goldman Sachs Group Inc | 143,810 | $461.5 萬 | 0.00% | +17,914+14.2% | 加碼 |
| Granite Investment Partners, LLC | 131,514 | $422.0 萬 | 0.21% | −8,335−6.0% | 減碼 |
| Envestnet Asset Management Inc | 121,779 | $390.8 萬 | 0.00% | +28,316+30.3% | 加碼 |
| UBS Group AG | 112,212 | $360.1 萬 | 0.00% | −44,543−28.4% | 減碼 |
| Two Sigma Investments, LP | 105,697 | $339.2 萬 | 0.01% | −10,753−9.2% | 減碼 |
| Frontier Capital Management Co LLC | 101,032 | $324.2 萬 | 0.04% | −79,858−44.1% | 減碼 |
| Two Sigma Advisers, LP | 90,700 | $291.1 萬 | 0.01% | +6,400+7.6% | 加碼 |
| Royal Bank of Canada | 89,391 | $286.8 萬 | 0.00% | +556+0.6% | 加碼 |
| Nuveen, LLC | 86,348 | $277.1 萬 | 0.00% | +86,348 | 新進 |
| Millennium Management LLC | 76,233 | $244.6 萬 | 0.00% | +76,233 | 新進 |
| UBS Asset Management Americas Inc | 70,936 | $227.6 萬 | 0.00% | +9,041+14.6% | 加碼 |
| King Luther Capital Management Corp | 70,733 | $227.0 萬 | 0.01% | 00.0% | 不變 |
| American Century Companies Inc | 70,549 | $226.4 萬 | 0.00% | +10,733+17.9% | 加碼 |
| Natixis Advisors, L.P. | 68,553 | $220.0 萬 | 0.00% | +13,402+24.3% | 加碼 |
| Swiss National Bank | 64,400 | $206.7 萬 | 0.00% | −700−1.1% | 減碼 |
| Renaissance Technologies LLC | 62,475 | $200.5 萬 | 0.00% | +38,300+158.4% | 加碼 |
| Jane Street Group, LLC | 56,606 | $181.6 萬 | 0.00% | +37,624+198.2% | 加碼 |
| Advantage Alpha Capital Partners LP | 56,295 | $180.7 萬 | 0.44% | +13,944+32.9% | 加碼 |
| Rice Hall James & Associates, LLC | 55,984 | $179.7 萬 | 0.11% | +55,984 | 新進 |
| Invesco Ltd. | 53,653 | $172.2 萬 | 0.00% | −3,046−5.4% | 減碼 |
| Norges Bank | 51,234 | $164.4 萬 | 0.00% | −35,063−40.6% | 減碼 |
| Squarepoint Ops LLC | 51,115 | $164.0 萬 | 0.00% | +44,922+725.4% | 加碼 |
| Balyasny Asset Management LLC | 50,883 | $163.3 萬 | 0.00% | +50,883 | 新進 |
| Rhumbline Advisers | 50,700 | $162.7 萬 | 0.00% | +88+0.2% | 加碼 |
| Stifel Financial Corp | 49,726 | $159.6 萬 | 0.00% | −210−0.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 46,282 | $148.5 萬 | 0.00% | +39,169+550.7% | 加碼 |
| Barclays PLC | 45,303 | $145.4 萬 | 0.00% | −16,105−26.2% | 減碼 |
| Susquehanna International Group, LLP | 44,054 | $141.4 萬 | 0.00% | +4,850+12.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 41,705 | $133.8 萬 | 0.01% | −886−2.1% | 減碼 |
| Voloridge Investment Management, LLC | 41,483 | $133.1 萬 | 0.00% | −3,165−7.1% | 減碼 |
| GHP Investment Advisors, Inc. | 39,877 | $128.0 萬 | 0.06% | +1,157+3.0% | 加碼 |
| Legal & General Group Plc | 38,069 | $122.2 萬 | 0.00% | +1,586+4.3% | 加碼 |
| JPMorgan Chase & Co | 37,215 | $119.4 萬 | 0.00% | −78,327−67.8% | 減碼 |
| Alliancebernstein L.P. | 36,850 | $118.3 萬 | 0.00% | −42−0.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 34,639 | $111.2 萬 | 0.01% | +2,951+9.3% | 加碼 |
| Sapience Investments, LLC | 33,378 | $107.1 萬 | 0.77% | −6,069−15.4% | 減碼 |
| Price T Rowe Associates Inc | 33,134 | $106.4 萬 | 0.00% | +2,344+7.6% | 加碼 |
| First Trust Advisors LP | 31,548 | $101.2 萬 | 0.00% | +1,833+6.2% | 加碼 |
| California State Teachers Retirement System | 31,066 | $99.7 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 28,451 | $91.3 萬 | 0.00% | −2,723−8.7% | 減碼 |
| Citigroup Inc | 28,248 | $90.6 萬 | 0.00% | −1,643−5.5% | 減碼 |
| Cardinal Capital Management | 25,310 | $81.2 萬 | 0.13% | +2,091+9.0% | 加碼 |
| Credit Agricole S A | 25,000 | $80.2 萬 | 0.00% | +25,000 | 新進 |
| Semanteon Capital Management, LP | 24,919 | $80.0 萬 | 0.43% | +24,919 | 新進 |
| Dark Forest Capital Management LP | 23,404 | $75.1 萬 | 0.03% | +18,602+387.4% | 加碼 |
| Intech Investment Management LLC | 22,710 | $72.9 萬 | 0.01% | +7,920+53.5% | 加碼 |
| Ostrum Asset Management | 20,235 | $64.9 萬 | 0.03% | +20,235 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 19,771 | $63.4 萬 | 0.00% | +862+4.6% | 加碼 |
| Pinnacle Associates Ltd | 17,742 | $56.9 萬 | 0.01% | +6,325+55.4% | 加碼 |
| Wells Fargo & Company | 17,433 | $55.9 萬 | 0.00% | +378+2.2% | 加碼 |
| Gsa Capital Partners LLP | 16,991 | $54.5 萬 | 0.05% | +16,991 | 新進 |
| Manufacturers Life Insurance Company, The | 16,860 | $54.1 萬 | 0.00% | +773+4.8% | 加碼 |
| Quantbot Technologies LP | 16,717 | $53.6 萬 | 0.02% | +16,717 | 新進 |
| Dynamic Technology Lab Private Ltd | 16,576 | $53.2 萬 | 0.08% | −3,704−18.3% | 減碼 |
| Corebridge Financial, Inc. | 16,290 | $52.3 萬 | 0.00% | −241−1.5% | 減碼 |
| Petrus Trust Company, LTA | 14,717 | $47.2 萬 | 0.04% | +14,717 | 新進 |
| Jump Financial, LLC | 14,572 | $46.8 萬 | 0.01% | +14,572 | 新進 |
| Great West Life Assurance Co | 14,169 | $45.6 萬 | 0.00% | 00.0% | 不變 |
| Verition Fund Management LLC | 12,908 | $41.4 萬 | 0.00% | +12,908 | 新進 |
| Engineers Gate Manager LP | 11,852 | $38.0 萬 | 0.01% | +11,852 | 新進 |
| EntryPoint Capital, LLC | 11,601 | $37.2 萬 | 0.17% | +3,995+52.5% | 加碼 |
| Commonwealth Equity Services, LLC | 11,598 | $37.2 萬 | 0.00% | +21+0.2% | 加碼 |
| US Bancorp | 11,495 | $36.9 萬 | 0.00% | +4,790+71.4% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 9,227 | $36.4 萬 | 0.07% | +9,227 | 新進 |