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 4 季 13F 持有人
Helios Technologies, Inc. 在 2025/12/31 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
- 215
- 較 2025 年第 3 季 +15 家
- 持有股數
- 3,274 萬
- 較 2025 年第 3 季 −10.0 萬 (−0.3%)
- 總市值
- $17.5 億
- 較 2025 年第 3 季 +$4,029 萬 (+2.4%)
- 新進機構
- 33
- 另有 65 家加碼
- 清倉機構
- 18
- 另有 85 家減碼
另有 1 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,162,279 | $1.69 億 | 0.00% | −30,580−1.0% | 減碼 |
| BlackRock, Inc. | 2,468,752 | $1.32 億 | 0.00% | +8,680+0.4% | 加碼 |
| Wellington Management Group LLP | 1,997,527 | $1.07 億 | 0.02% | +1,067,846+114.9% | 加碼 |
| Dimensional Fund Advisors LP | 1,612,365 | $8,625 萬 | 0.02% | −14,431−0.9% | 減碼 |
| Conestoga Capital Advisors, LLC | 1,552,064 | $8,302 萬 | 1.40% | −107,960−6.5% | 減碼 |
| Sara-Bay Financial | 1,204,959 | $6,538 萬 | 19.56% | −1,555−0.1% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 993,961 | $5,317 萬 | 0.18% | −173,508−14.9% | 減碼 |
| Thrivent Financial for Lutherans | 925,769 | $4,952 萬 | 0.09% | −604,756−39.5% | 減碼 |
| Jennison Associates LLC | 796,101 | $4,258 萬 | 0.03% | +796,101 | 新進 |
| State Street Corp | 795,883 | $4,257 萬 | 0.00% | −13,176−1.6% | 減碼 |
| Geode Capital Management, LLC | 787,520 | $4,213 萬 | 0.00% | −551−0.1% | 減碼 |
| ACK Asset Management LLC | 780,378 | $4,174 萬 | 5.24% | +10,378+1.3% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 770,560 | $4,122 萬 | 0.03% | −76,805−9.1% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 758,737 | $4,058 萬 | 0.40% | −16,680−2.2% | 減碼 |
| Neuberger Berman Group LLC | 704,395 | $3,771 萬 | 0.03% | −5,069−0.7% | 減碼 |
| Bank of America Corp | 658,896 | $3,524 萬 | 0.00% | −131,021−16.6% | 減碼 |
| Wasatch Advisors Inc | 590,185 | $3,157 萬 | 0.19% | −264,526−30.9% | 減碼 |
| William Blair Investment Management, LLC | 587,343 | $3,142 萬 | 0.09% | −148,378−20.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 582,421 | $3,115 萬 | 0.02% | −11,940−2.0% | 減碼 |
| Ameriprise Financial Inc | 519,542 | $2,779 萬 | 0.01% | −14,963−2.8% | 減碼 |
| Voya Investment Management LLC | 486,803 | $2,604 萬 | 0.03% | +480,736+7,923.8% | 加碼 |
| Janus Henderson Group PLC | 474,982 | $2,541 萬 | 0.01% | −56,155−10.6% | 減碼 |
| Kennedy Capital Management, Inc. | 457,526 | $2,447 萬 | 0.52% | −300,260−39.6% | 減碼 |
| Charles Schwab Investment Management Inc | 429,390 | $2,297 萬 | 0.00% | −6,200−1.4% | 減碼 |
| Royce & Associates LP | 361,799 | $1,935 萬 | 0.20% | −8,280−2.2% | 減碼 |
| Nuveen, LLC | 320,917 | $1,717 萬 | 0.00% | −14,588−4.3% | 減碼 |
| Goldman Sachs Group Inc | 320,220 | $1,713 萬 | 0.00% | −55,302−14.7% | 減碼 |
| Schroder Investment Management Group | 303,017 | $1,644 萬 | 0.01% | −6,680−2.2% | 減碼 |
| Northern Trust Corp | 304,908 | $1,631 萬 | 0.00% | −18,046−5.6% | 減碼 |
| Iat Reinsurance Co Ltd. | 300,000 | $1,605 萬 | 4.70% | 00.0% | 不變 |
| Driehaus Capital Management LLC | 295,499 | $1,581 萬 | 0.11% | +117,082+65.6% | 加碼 |
| Rockefeller Capital Management L.P. | 294,148 | $1,573 萬 | 0.03% | −268,430−47.7% | 減碼 |
| Silvercrest Asset Management Group LLC | 285,418 | $1,527 萬 | 0.10% | +285,418 | 新進 |
| MetLife Investment Management | 280,032 | $1,498 萬 | 0.07% | −143,182−33.8% | 減碼 |
| Bessemer Group Inc | 274,708 | $1,470 萬 | 0.02% | +880+0.3% | 加碼 |
| Standard Life Aberdeen plc | 255,773 | $1,368 萬 | 0.02% | +255,773 | 新進 |
| Deprince Race & Zollo Inc | 233,025 | $1,246 萬 | 0.24% | −613,233−72.5% | 減碼 |
| SG Capital Management LLC | 197,600 | $1,057 萬 | 1.16% | +197,600 | 新進 |
| Victory Capital Management Inc | 195,278 | $1,045 萬 | 0.01% | −84,762−30.3% | 減碼 |
| Ceredex Value Advisors LLC | 191,800 | $1,026 萬 | 0.31% | −1,000−0.5% | 減碼 |
| American Century Companies Inc | 176,225 | $942.6 萬 | 0.00% | +32,033+22.2% | 加碼 |
| Bank of New York Mellon Corp | 167,270 | $894.7 萬 | 0.00% | −15,721−8.6% | 減碼 |
| Jane Street Group, LLC | 158,968 | $850.3 萬 | 0.01% | +90,446+132.0% | 加碼 |
| Russell Investments Group, Ltd. | 157,401 | $841.9 萬 | 0.01% | −155,419−49.7% | 減碼 |
| SEI Investments Co | 150,121 | $803.0 萬 | 0.01% | +73,969+97.1% | 加碼 |
| Castleark Management LLC | 146,749 | $785.0 萬 | 0.23% | +79,810+119.2% | 加碼 |
| Morgan Stanley | 142,008 | $759.6 萬 | 0.00% | −26,796−15.9% | 減碼 |
| Raymond James Financial Inc | 140,380 | $750.9 萬 | 0.00% | −34,710−19.8% | 減碼 |
| Comerica Bank | 131,458 | $703.2 萬 | 0.03% | −4,119−3.0% | 減碼 |
| Nomura Asset Management International Inc. | 123,341 | $659.8 萬 | 0.01% | +123,341 | 新進 |
| Citadel Advisors LLC | 114,639 | $613.2 萬 | 0.00% | +18,868+19.7% | 加碼 |
| Gabelli Funds LLC | 97,859 | $523.4 萬 | 0.04% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 97,855 | $523.4 萬 | 0.00% | −10,006−9.3% | 減碼 |
| Granite Investment Partners, LLC | 86,728 | $463.9 萬 | 0.27% | −23,178−21.1% | 減碼 |
| UBS Group AG | 76,191 | $407.5 萬 | 0.00% | −16,241−17.6% | 減碼 |
| Royal Bank of Canada | 70,910 | $379.3 萬 | 0.00% | −3,240−4.4% | 減碼 |
| Marshall Wace, LLP | 70,831 | $378.9 萬 | 0.00% | +8,548+13.7% | 加碼 |
| Invesco Ltd. | 68,594 | $366.9 萬 | 0.00% | +3,876+6.0% | 加碼 |
| Swiss National Bank | 65,400 | $349.8 萬 | 0.00% | +800+1.2% | 加碼 |
| Congress Asset Management Co | 60,541 | $323.8 萬 | 0.02% | +1,791+3.0% | 加碼 |
| Natixis Advisors, L.P. | 57,621 | $308.2 萬 | 0.00% | −3,743−6.1% | 減碼 |
| Barclays PLC | 54,289 | $290.4 萬 | 0.00% | +5,076+10.3% | 加碼 |
| Trexquant Investment LP | 52,553 | $281.1 萬 | 0.03% | −28,425−35.1% | 減碼 |
| King Luther Capital Management Corp | 52,273 | $279.6 萬 | 0.01% | +83+0.2% | 加碼 |
| Gamco Investors, Inc. Et Al | 51,217 | $274.0 萬 | 0.03% | −12,926−20.2% | 減碼 |
| UBS Asset Management Americas Inc | 50,681 | $271.1 萬 | 0.00% | −11,043−17.9% | 減碼 |
| Squarepoint Ops LLC | 48,534 | $259.6 萬 | 0.01% | +48,534 | 新進 |
| Stifel Financial Corp | 47,860 | $256.0 萬 | 0.00% | −2,246−4.5% | 減碼 |
| Rhumbline Advisers | 45,252 | $242.1 萬 | 0.00% | −7,138−13.6% | 減碼 |
| Rice Hall James & Associates, LLC | 44,460 | $237.8 萬 | 0.13% | −3,900−8.1% | 減碼 |
| Susquehanna International Group, LLP | 42,572 | $227.7 萬 | 0.00% | +15,879+59.5% | 加碼 |
| Millennium Management LLC | 42,568 | $227.7 萬 | 0.00% | +33,881+390.0% | 加碼 |
| GHP Investment Advisors, Inc. | 42,080 | $225.1 萬 | 0.09% | +710+1.7% | 加碼 |
| Price T Rowe Associates Inc | 39,490 | $211.3 萬 | 0.00% | +1,440+3.8% | 加碼 |
| State of Wisconsin Investment Board | 37,687 | $201.6 萬 | 0.00% | −2,038−5.1% | 減碼 |
| Wells Fargo & Company | 37,590 | $201.1 萬 | 0.00% | +11,764+45.6% | 加碼 |
| Alliancebernstein L.P. | 36,850 | $197.1 萬 | 0.00% | 00.0% | 不變 |
| Diamond Hill Capital Management Inc | 34,930 | $186.8 萬 | 0.01% | −256,298−88.0% | 減碼 |
| Creative Planning | 34,719 | $185.7 萬 | 0.00% | +1,864+5.7% | 加碼 |
| Legal & General Group Plc | 34,080 | $182.3 萬 | 0.00% | −3,383−9.0% | 減碼 |
| Zacks Investment Management | 33,267 | $177.9 萬 | 0.01% | −821−2.4% | 減碼 |
| California State Teachers Retirement System | 31,739 | $169.8 萬 | 0.00% | +1,033+3.4% | 加碼 |
| New York State Common Retirement Fund | 30,952 | $165.6 萬 | 0.00% | −53,027−63.1% | 減碼 |
| Dark Forest Capital Management LP | 29,264 | $156.5 萬 | 0.07% | +6,833+30.5% | 加碼 |
| Franklin Resources Inc | 29,036 | $155.3 萬 | 0.00% | +17,197+145.3% | 加碼 |
| Sterling Capital Management LLC | 27,358 | $146.3 萬 | 0.02% | +25,060+1,090.5% | 加碼 |
| Pinnacle Associates Ltd | 26,407 | $141.3 萬 | 0.02% | +120.0% | 加碼 |
| AQR Capital Management LLC | 26,123 | $139.7 萬 | 0.00% | +2,689+11.5% | 加碼 |
| Deutsche Bank AG | 26,077 | $139.5 萬 | 0.00% | +1,002+4.0% | 加碼 |
| JPMorgan Chase & Co | 25,945 | $138.8 萬 | 0.00% | +306+1.2% | 加碼 |
| Voloridge Investment Management, LLC | 25,257 | $135.1 萬 | 0.00% | −24,979−49.7% | 減碼 |
| Credit Agricole S A | 25,000 | $133.7 萬 | 0.00% | +25,000 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 24,761 | $132.4 萬 | 0.00% | +10,668+75.7% | 加碼 |
| FMR LLC | 24,725 | $132.3 萬 | 0.00% | +851+3.6% | 加碼 |
| ExodusPoint Capital Management, LP | 24,584 | $131.5 萬 | 0.01% | +24,584 | 新進 |
| D.A. Davidson & Co. | 24,487 | $131.0 萬 | 0.01% | +24,487 | 新進 |
| Ostrum Asset Management | 24,455 | $130.8 萬 | 0.06% | +2,820+13.0% | 加碼 |
| Renaissance Technologies LLC | 23,500 | $125.7 萬 | 0.00% | −12,500−34.7% | 減碼 |
| Balyasny Asset Management LLC | 22,787 | $121.9 萬 | 0.00% | +18,509+432.7% | 加碼 |
| Captrust Financial Advisors | 17,296 | $92.5 萬 | 0.00% | +1,262+7.9% | 加碼 |