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。
2026 年第 1 季 13F 持有人
Helios Technologies, Inc. 在 2026/3/31 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
- 252
- 較 2025 年第 4 季 +41 家
- 持有股數
- 3,235 萬
- 較 2025 年第 4 季 +290.1 萬 (+9.9%)
- 總市值
- $20.9 億
- 較 2025 年第 4 季 +$5.16 億 (+32.7%)
- 新進機構
- 60
- 另有 80 家加碼
- 清倉機構
- 19
- 另有 74 家減碼
另有 4 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 7,711 | $49.9 萬 | 0.12% | +7,711 | 新進 |
| CWM Advisors, LLC | 7,885 | $51.0 萬 | 0.03% | −876−10.0% | 減碼 |
| Avalon Trust Co | 7,901 | $51.1 萬 | 0.04% | 00.0% | 不變 |
| Glenmede Trust Co NA | 7,997 | $51.7 萬 | 0.00% | −236−2.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 8,130 | $52.6 萬 | 0.00% | +409+5.3% | 加碼 |
| Vanguard Investments Australia, Ltd. | 8,224 | $53.2 萬 | 0.00% | +8,224 | 新進 |
| Intech Investment Management LLC | 8,474 | $54.8 萬 | 0.01% | −4,270−33.5% | 減碼 |
| Qube Research & Technologies Ltd | 8,537 | $55.2 萬 | 0.00% | +8,537 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 8,797 | $56.9 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,819 | $57.1 萬 | 0.04% | −1,093−11.0% | 減碼 |
| Arizona State Retirement System | 9,108 | $58.9 萬 | 0.00% | −98−1.1% | 減碼 |
| Jump Financial, LLC | 9,185 | $59.4 萬 | 0.01% | +9,185 | 新進 |
| Quantedge Capital Pte Ltd | 9,200 | $59.5 萬 | 0.33% | +9,200 | 新進 |
| State Board of Administration of Florida Retirement System | 9,295 | $60.1 萬 | 0.00% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 9,332 | $60.4 萬 | 0.00% | +4,260+84.0% | 加碼 |
| Man Group plc | 9,359 | $60.6 萬 | 0.00% | +9,359 | 新進 |
| Nisa Investment Advisors, LLC | 9,362 | $60.6 萬 | 0.00% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 9,945 | $64.4 萬 | 0.02% | +9,945 | 新進 |
| Moneta Group Investment Advisors LLC | 10,031 | $64.9 萬 | 0.00% | +6+0.1% | 加碼 |
| Renaissance Technologies LLC | 10,400 | $67.3 萬 | 0.00% | −13,100−55.7% | 減碼 |
| Sterling Capital Management LLC | 10,828 | $70.1 萬 | 0.01% | −16,530−60.4% | 減碼 |
| Calamos Advisors LLC | 10,940 | $70.8 萬 | 0.00% | +10,940 | 新進 |
| New York State Common Retirement Fund | 11,380 | $73.6 萬 | 0.00% | −19,572−63.2% | 減碼 |
| Teacher Retirement System of Texas | 11,497 | $74.4 萬 | 0.00% | +4,546+65.4% | 加碼 |
| Two Sigma Investments, LP | 12,437 | $80.5 萬 | 0.00% | +12,437 | 新進 |
| Commonwealth Equity Services, LLC | 12,820 | $83.0 萬 | 0.00% | −251−1.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 12,885 | $83.4 萬 | 0.02% | +6,192+92.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 13,045 | $84.4 萬 | 0.01% | −38,172−74.5% | 減碼 |
| Quadrature Capital Ltd | 13,578 | $87.9 萬 | 0.01% | +13,578 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,633 | $88.2 萬 | 0.00% | +3,530+34.9% | 加碼 |
| STRS Ohio | 13,800 | $89.3 萬 | 0.00% | +13,800 | 新進 |
| Quantinno Capital Management LP | 14,475 | $93.7 萬 | 0.00% | +2,688+22.8% | 加碼 |
| Wells Fargo & Company | 14,646 | $94.8 萬 | 0.00% | −22,944−61.0% | 減碼 |
| US Bancorp | 14,664 | $94.9 萬 | 0.00% | +1,982+15.6% | 加碼 |
| Bridgeway Capital Management, LLC | 15,000 | $97.1 萬 | 0.02% | +15,000 | 新進 |
| Dynamic Technology Lab Private Ltd | 15,430 | $99.8 萬 | 0.16% | +15,430 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 15,564 | $100.7 萬 | 0.00% | +150+1.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 15,631 | $101.1 萬 | 0.00% | +542+3.6% | 加碼 |
| Vanguard Global Advisers, LLC | 17,074 | $110.5 萬 | 0.00% | +17,074 | 新進 |
| Engineers Gate Manager LP | 17,166 | $111.1 萬 | 0.01% | +7,590+79.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 17,327 | $112.1 萬 | 0.01% | +3,949+29.5% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 17,366 | $112.4 萬 | 0.06% | +17,366 | 新進 |
| Captrust Financial Advisors | 18,018 | $116.6 萬 | 0.00% | +722+4.2% | 加碼 |
| Ostrum Asset Management | 18,560 | $120.1 萬 | 0.07% | −5,895−24.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,197 | $124.2 萬 | 0.00% | +3,110+19.3% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 19,800 | $128.1 萬 | 0.00% | −974,161−98.0% | 減碼 |
| Prudential Financial Inc | 21,869 | $141.5 萬 | 0.00% | +8,680+65.8% | 加碼 |
| Vanguard Asset Management, Ltd | 21,942 | $142.0 萬 | 0.00% | +21,942 | 新進 |
| XTX Topco Ltd | 22,046 | $142.7 萬 | 0.02% | +14,899+208.5% | 加碼 |
| Franklin Resources Inc | 22,504 | $145.6 萬 | 0.00% | −6,532−22.5% | 減碼 |
| Diamond Hill Capital Management Inc | 22,953 | $148.5 萬 | 0.01% | −11,977−34.3% | 減碼 |
| EntryPoint Capital, LLC | 23,600 | $152.7 萬 | 0.45% | +6,491+37.9% | 加碼 |
| Squarepoint Ops LLC | 23,620 | $152.8 萬 | 0.00% | −24,914−51.3% | 減碼 |
| Credit Agricole S A | 24,100 | $156.0 萬 | 0.01% | −900−3.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 25,021 | $161.9 萬 | 0.00% | +260+1.1% | 加碼 |
| FMR LLC | 25,357 | $164.1 萬 | 0.00% | +632+2.6% | 加碼 |
| Centiva Capital, LP | 25,886 | $167.5 萬 | 0.08% | +25,886 | 新進 |
| Virginia Retirement Systems Et Al | 27,000 | $174.7 萬 | 0.01% | +17,800+193.5% | 加碼 |
| Alliancebernstein L.P. | 33,186 | $177.5 萬 | 0.00% | −3,664−9.9% | 減碼 |
| First Trust Advisors LP | 28,066 | $181.6 萬 | 0.00% | +17,138+156.8% | 加碼 |
| Legal & General Group Plc | 28,290 | $183.1 萬 | 0.00% | −5,790−17.0% | 減碼 |
| Pinnacle Associates Ltd | 28,386 | $183.7 萬 | 0.02% | +1,979+7.5% | 加碼 |
| Deutsche Bank AG | 29,223 | $189.1 萬 | 0.00% | +3,146+12.1% | 加碼 |
| Marshall Wace, LLP | 30,037 | $194.4 萬 | 0.00% | −40,794−57.6% | 減碼 |
| Barclays PLC | 30,204 | $195.4 萬 | 0.00% | −24,085−44.4% | 減碼 |
| Lazard Asset Management LLC | 30,382 | $196.6 萬 | 0.00% | +30,382 | 新進 |
| State of New Jersey Common Pension Fund D | 30,519 | $197.5 萬 | 0.01% | +30,519 | 新進 |
| Atom Investors LP | 30,521 | $197.5 萬 | 0.14% | +30,521 | 新進 |
| D.A. Davidson & Co. | 30,980 | $200.5 萬 | 0.01% | +6,493+26.5% | 加碼 |
| Occudo Quantitative Strategies LP | 29,471 | $201.6 萬 | 0.11% | +29,471 | 新進 |
| JPMorgan Chase & Co | 34,253 | $214.9 萬 | 0.00% | +8,308+32.0% | 加碼 |
| Millennium Management LLC | 34,730 | $224.7 萬 | 0.00% | −7,838−18.4% | 減碼 |
| State of Wisconsin Investment Board | 35,854 | $232.0 萬 | 0.01% | −1,833−4.9% | 減碼 |
| Harbor Capital Advisors, Inc. | 35,980 | $232.8 萬 | 0.19% | +35,836+24,886.1% | 加碼 |
| California State Teachers Retirement System | 39,794 | $257.5 萬 | 0.00% | +8,055+25.4% | 加碼 |
| Creative Planning | 41,338 | $267.5 萬 | 0.00% | +6,619+19.1% | 加碼 |
| Dark Forest Capital Management LP | 41,939 | $271.4 萬 | 0.24% | +12,675+43.3% | 加碼 |
| GHP Investment Advisors, Inc. | 42,608 | $275.7 萬 | 0.11% | +528+1.3% | 加碼 |
| Rhumbline Advisers | 44,301 | $286.7 萬 | 0.00% | −951−2.1% | 減碼 |
| Rice Hall James & Associates, LLC | 44,461 | $287.7 萬 | 0.16% | +10.0% | 加碼 |
| Stifel Financial Corp | 45,348 | $293.4 萬 | 0.00% | −2,512−5.2% | 減碼 |
| Price T Rowe Associates Inc | 45,391 | $293.8 萬 | 0.00% | +5,901+14.9% | 加碼 |
| UBS Group AG | 45,857 | $296.7 萬 | 0.00% | −30,334−39.8% | 減碼 |
| King Luther Capital Management Corp | 52,325 | $338.6 萬 | 0.01% | +52+0.1% | 加碼 |
| HRT Financial LP | 52,408 | $339.1 萬 | 0.01% | +52,408 | 新進 |
| AQR Capital Management LLC | 52,599 | $340.4 萬 | 0.00% | +26,476+101.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 52,938 | $342.6 萬 | 0.00% | +52,938 | 新進 |
| UBS Asset Management Americas Inc | 54,409 | $352.1 萬 | 0.00% | +3,728+7.4% | 加碼 |
| Natixis Advisors, L.P. | 56,546 | $365.9 萬 | 0.01% | −1,075−1.9% | 減碼 |
| Granite Investment Partners, LLC | 61,397 | $397.3 萬 | 0.24% | −25,331−29.2% | 減碼 |
| Royal Bank of Canada | 64,188 | $415.4 萬 | 0.00% | −6,722−9.5% | 減碼 |
| Swiss National Bank | 65,400 | $423.2 萬 | 0.00% | 00.0% | 不變 |
| Congress Asset Management Co | 70,353 | $455.3 萬 | 0.03% | +9,812+16.2% | 加碼 |
| Point72 Asset Management, L.P. | 70,467 | $456.0 萬 | 0.01% | +70,467 | 新進 |
| Gabelli Funds LLC | 74,943 | $485.0 萬 | 0.03% | −22,916−23.4% | 減碼 |
| Envestnet Asset Management Inc | 75,030 | $485.5 萬 | 0.00% | −22,825−23.3% | 減碼 |
| American Century Companies Inc | 79,821 | $516.5 萬 | 0.00% | −96,404−54.7% | 減碼 |
| Susquehanna International Group, LLP | 93,614 | $605.8 萬 | 0.01% | +51,042+119.9% | 加碼 |
| Trexquant Investment LP | 104,607 | $676.9 萬 | 0.05% | +52,054+99.1% | 加碼 |
| Citadel Advisors LLC | 110,616 | $715.8 萬 | 0.01% | −4,023−3.5% | 減碼 |