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 3 季 13F 持有人
Helios Technologies, Inc. 在 2025/9/30 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
- 201
- 較 2025 年第 2 季 +15 家
- 持有股數
- 3,285 萬
- 較 2025 年第 2 季 +117.3 萬 (+3.7%)
- 總市值
- $17.1 億
- 較 2025 年第 2 季 +$6.56 億 (+62.0%)
- 新進機構
- 43
- 另有 57 家加碼
- 清倉機構
- 28
- 另有 77 家減碼
另有 1 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,192,859 | $1.66 億 | 0.00% | −78,168−2.4% | 減碼 |
| BlackRock, Inc. | 2,460,072 | $1.28 億 | 0.00% | −28,012−1.1% | 減碼 |
| Conestoga Capital Advisors, LLC | 1,660,024 | $8,654 萬 | 1.39% | −294,362−15.1% | 減碼 |
| Dimensional Fund Advisors LP | 1,626,796 | $8,481 萬 | 0.02% | +55,206+3.5% | 加碼 |
| Thrivent Financial for Lutherans | 1,530,525 | $7,979 萬 | 0.16% | +112,213+7.9% | 加碼 |
| Sara-Bay Financial | 1,206,514 | $6,290 萬 | 17.58% | −7,667−0.6% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 1,167,469 | $6,086 萬 | 0.19% | −95,744−7.6% | 減碼 |
| Wellington Management Group LLP | 929,681 | $4,846 萬 | 0.01% | −285,842−23.5% | 減碼 |
| Wasatch Advisors Inc | 854,711 | $4,456 萬 | 0.24% | +43,567+5.4% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 847,365 | $4,417 萬 | 0.03% | +123,181+17.0% | 加碼 |
| Deprince Race & Zollo Inc | 846,258 | $4,412 萬 | 0.88% | −164,184−16.2% | 減碼 |
| State Street Corp | 809,059 | $4,218 萬 | 0.00% | +5,109+0.6% | 加碼 |
| Bank of America Corp | 789,917 | $4,118 萬 | 0.00% | −142,449−15.3% | 減碼 |
| Geode Capital Management, LLC | 788,071 | $4,109 萬 | 0.00% | −1,910−0.2% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 775,417 | $4,042 萬 | 0.37% | +170,050+28.1% | 加碼 |
| ACK Asset Management LLC | 770,000 | $4,014 萬 | 5.02% | +770,000 | 新進 |
| Kennedy Capital Management, Inc. | 757,786 | $3,950 萬 | 0.87% | +757,786 | 新進 |
| William Blair Investment Management, LLC | 735,721 | $3,835 萬 | 0.10% | +105,334+16.7% | 加碼 |
| Neuberger Berman Group LLC | 709,464 | $3,701 萬 | 0.03% | +223,078+45.9% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 594,361 | $3,098 萬 | 0.02% | +306,659+106.6% | 加碼 |
| Rockefeller Capital Management L.P. | 562,578 | $2,933 萬 | 0.06% | −1,815−0.3% | 減碼 |
| Ameriprise Financial Inc | 534,505 | $2,786 萬 | 0.01% | +167,364+45.6% | 加碼 |
| Janus Henderson Group PLC | 531,137 | $2,769 萬 | 0.01% | +78,821+17.4% | 加碼 |
| Charles Schwab Investment Management Inc | 435,590 | $2,271 萬 | 0.00% | −6,594−1.5% | 減碼 |
| MetLife Investment Management | 423,214 | $2,206 萬 | 0.11% | −1,614−0.4% | 減碼 |
| Goldman Sachs Group Inc | 375,522 | $1,958 萬 | 0.00% | +84,130+28.9% | 加碼 |
| Royce & Associates LP | 370,079 | $1,929 萬 | 0.19% | −15,600−4.0% | 減碼 |
| Nuveen, LLC | 335,505 | $1,749 萬 | 0.00% | +139,409+71.1% | 加碼 |
| Northern Trust Corp | 322,954 | $1,684 萬 | 0.00% | −1,243−0.4% | 減碼 |
| Schroder Investment Management Group | 309,697 | $1,631 萬 | 0.01% | +74,260+31.5% | 加碼 |
| Russell Investments Group, Ltd. | 312,820 | $1,631 萬 | 0.02% | +51,600+19.8% | 加碼 |
| Iat Reinsurance Co Ltd. | 300,000 | $1,564 萬 | 3.29% | 00.0% | 不變 |
| Diamond Hill Capital Management Inc | 291,228 | $1,518 萬 | 0.07% | −25,221−8.0% | 減碼 |
| Victory Capital Management Inc | 280,040 | $1,460 萬 | 0.01% | +280,040 | 新進 |
| Bessemer Group Inc | 273,828 | $1,428 萬 | 0.02% | +273,828 | 新進 |
| Ceredex Value Advisors LLC | 192,800 | $1,005 萬 | 0.23% | −225,150−53.9% | 減碼 |
| Bank of New York Mellon Corp | 182,991 | $953.9 萬 | 0.00% | +3,133+1.7% | 加碼 |
| Driehaus Capital Management LLC | 178,417 | $930.1 萬 | 0.07% | +178,417 | 新進 |
| Raymond James Financial Inc | 175,090 | $912.7 萬 | 0.00% | −6,071−3.4% | 減碼 |
| Morgan Stanley | 168,804 | $880.0 萬 | 0.00% | −44,549−20.9% | 減碼 |
| American Century Companies Inc | 144,192 | $751.7 萬 | 0.00% | +66,846+86.4% | 加碼 |
| Comerica Bank | 135,577 | $706.8 萬 | 0.03% | −18,395−11.9% | 減碼 |
| Granite Investment Partners, LLC | 109,906 | $572.9 萬 | 0.33% | −17,989−14.1% | 減碼 |
| Envestnet Asset Management Inc | 107,861 | $562.3 萬 | 0.00% | +9,323+9.5% | 加碼 |
| Gabelli Funds LLC | 97,859 | $510.1 萬 | 0.03% | 00.0% | 不變 |
| Citadel Advisors LLC | 95,771 | $499.3 萬 | 0.00% | −180,216−65.3% | 減碼 |
| UBS Group AG | 92,432 | $481.8 萬 | 0.00% | +43,392+88.5% | 加碼 |
| New York State Common Retirement Fund | 83,979 | $437.8 萬 | 0.01% | −18,812−18.3% | 減碼 |
| Trexquant Investment LP | 80,978 | $422.1 萬 | 0.04% | −24,875−23.5% | 減碼 |
| SEI Investments Co | 76,152 | $397.0 萬 | 0.00% | +16,487+27.6% | 加碼 |
| Royal Bank of Canada | 74,150 | $386.5 萬 | 0.00% | −22,216−23.1% | 減碼 |
| Jane Street Group, LLC | 68,522 | $357.2 萬 | 0.00% | −47,560−41.0% | 減碼 |
| Castleark Management LLC | 66,939 | $349.0 萬 | 0.10% | +66,939 | 新進 |
| Invesco Ltd. | 64,718 | $337.4 萬 | 0.00% | +9,393+17.0% | 加碼 |
| Swiss National Bank | 64,600 | $336.8 萬 | 0.00% | +1,000+1.6% | 加碼 |
| Gamco Investors, Inc. Et Al | 64,143 | $334.4 萬 | 0.03% | +5,405+9.2% | 加碼 |
| Marshall Wace, LLP | 62,283 | $324.7 萬 | 0.00% | −1,949−3.0% | 減碼 |
| UBS Asset Management Americas Inc | 61,724 | $321.8 萬 | 0.00% | −38,111−38.2% | 減碼 |
| First Trust Advisors LP | 61,473 | $320.5 萬 | 0.00% | −1,331−2.1% | 減碼 |
| Natixis Advisors, L.P. | 61,364 | $319.9 萬 | 0.00% | +13,976+29.5% | 加碼 |
| Congress Asset Management Co | 58,750 | $306.3 萬 | 0.02% | +58,750 | 新進 |
| Advantage Alpha Capital Partners LP | 53,005 | $276.3 萬 | 0.83% | −9,921−15.8% | 減碼 |
| Rhumbline Advisers | 52,390 | $273.1 萬 | 0.00% | −969−1.8% | 減碼 |
| King Luther Capital Management Corp | 52,190 | $272.1 萬 | 0.01% | −18,543−26.2% | 減碼 |
| Voloridge Investment Management, LLC | 50,236 | $261.9 萬 | 0.01% | −37,300−42.6% | 減碼 |
| Stifel Financial Corp | 50,106 | $261.2 萬 | 0.00% | −1,206−2.4% | 減碼 |
| Barclays PLC | 49,213 | $256.5 萬 | 0.00% | −16,472−25.1% | 減碼 |
| Rice Hall James & Associates, LLC | 48,360 | $252.1 萬 | 0.14% | −19,513−28.7% | 減碼 |
| GHP Investment Advisors, Inc. | 41,370 | $215.7 萬 | 0.09% | +2,155+5.5% | 加碼 |
| State of Wisconsin Investment Board | 39,725 | $207.1 萬 | 0.00% | −28,082−41.4% | 減碼 |
| Price T Rowe Associates Inc | 38,050 | $198.4 萬 | 0.00% | +1,221+3.3% | 加碼 |
| Legal & General Group Plc | 37,463 | $195.3 萬 | 0.00% | −278−0.7% | 減碼 |
| Alliancebernstein L.P. | 36,850 | $192.1 萬 | 0.00% | 00.0% | 不變 |
| Renaissance Technologies LLC | 36,000 | $187.7 萬 | 0.00% | −62,775−63.6% | 減碼 |
| Zacks Investment Management | 34,088 | $177.7 萬 | 0.01% | +34,088 | 新進 |
| Creative Planning | 32,855 | $171.3 萬 | 0.00% | +1,793+5.8% | 加碼 |
| Two Sigma Advisers, LP | 31,700 | $165.3 萬 | 0.00% | −52,700−62.4% | 減碼 |
| California State Teachers Retirement System | 30,706 | $160.1 萬 | 0.00% | +10.0% | 加碼 |
| Susquehanna International Group, LLP | 26,693 | $139.2 萬 | 0.00% | −18,718−41.2% | 減碼 |
| Pinnacle Associates Ltd | 26,395 | $137.6 萬 | 0.02% | −5,531−17.3% | 減碼 |
| Wells Fargo & Company | 25,826 | $134.6 萬 | 0.00% | +4,389+20.5% | 加碼 |
| JPMorgan Chase & Co | 25,639 | $133.7 萬 | 0.00% | −64,787−71.6% | 減碼 |
| Jackson Creek Investment Advisors LLC | 25,590 | $133.4 萬 | 0.39% | +25,590 | 新進 |
| Deutsche Bank AG | 25,075 | $130.7 萬 | 0.00% | +2,644+11.8% | 加碼 |
| FMR LLC | 23,874 | $124.5 萬 | 0.00% | +122+0.5% | 加碼 |
| AQR Capital Management LLC | 23,434 | $122.2 萬 | 0.00% | −5,194−18.1% | 減碼 |
| Aquatic Capital Management LLC | 22,856 | $119.1 萬 | 0.02% | −3,955−14.8% | 減碼 |
| Dark Forest Capital Management LP | 22,431 | $116.9 萬 | 0.04% | −86,540−79.4% | 減碼 |
| Ostrum Asset Management | 21,635 | $112.8 萬 | 0.05% | +2,915+15.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 17,759 | $92.6 萬 | 0.01% | −609−3.3% | 減碼 |
| Captrust Financial Advisors | 16,034 | $83.6 萬 | 0.00% | +2,639+19.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 15,795 | $82.3 萬 | 0.00% | −965−5.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 15,417 | $80.4 萬 | 0.00% | −2,767−15.2% | 減碼 |
| EntryPoint Capital, LLC | 15,267 | $79.6 萬 | 0.31% | −16,061−51.3% | 減碼 |
| Great West Life Assurance Co | 14,819 | $77.9 萬 | 0.00% | +650+4.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 14,093 | $73.5 萬 | 0.00% | +3,100+28.2% | 加碼 |
| US Bancorp | 12,902 | $67.3 萬 | 0.00% | −577−4.3% | 減碼 |
| Intech Investment Management LLC | 12,744 | $66.4 萬 | 0.01% | −670−5.0% | 減碼 |
| SG Americas Securities, LLC | 12,348 | $64.4 萬 | 0.00% | +12,348 | 新進 |
| Commonwealth Equity Services, LLC | 12,079 | $63.0 萬 | 0.00% | +106+0.9% | 加碼 |