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 |
|---|---|---|---|---|---|
| Hillsdale Investment Management Inc. | 113,020 | $731.4 萬 | 0.20% | +113,020 | 新進 |
| Victory Capital Management Inc | 127,436 | $824.6 萬 | 0.01% | −67,842−34.7% | 減碼 |
| Fifth Third Bancorp | 129,783 | $839.8 萬 | 0.02% | +129,040+17,367.4% | 加碼 |
| Russell Investments Group, Ltd. | 132,503 | $857.4 萬 | 0.01% | −24,898−15.8% | 減碼 |
| Morgan Stanley | 140,339 | $908.1 萬 | 0.00% | −1,669−1.2% | 減碼 |
| Ceredex Value Advisors LLC | 148,950 | $963.9 萬 | 0.30% | −42,850−22.3% | 減碼 |
| Leeward Investments, LLC - MA | 149,265 | $965.9 萬 | 0.48% | +149,265 | 新進 |
| SEI Investments Co | 155,477 | $1,006 萬 | 0.01% | +5,356+3.6% | 加碼 |
| Castleark Management LLC | 160,409 | $1,038 萬 | 0.34% | +13,660+9.3% | 加碼 |
| Raymond James Financial Inc | 161,769 | $1,047 萬 | 0.00% | +21,389+15.2% | 加碼 |
| Bank of New York Mellon Corp | 161,802 | $1,047 萬 | 0.00% | −5,468−3.3% | 減碼 |
| Schroder Investment Management Group | 176,130 | $1,105 萬 | 0.01% | −126,887−41.9% | 減碼 |
| Silvercrest Asset Management Group LLC | 180,142 | $1,166 萬 | 0.08% | −105,276−36.9% | 減碼 |
| Jane Street Group, LLC | 193,363 | $1,251 萬 | 0.01% | +34,395+21.6% | 加碼 |
| Driehaus Capital Management LLC | 197,968 | $1,281 萬 | 0.09% | −97,531−33.0% | 減碼 |
| Vanguard Fiduciary Trust Co | 214,246 | $1,386 萬 | 0.00% | +214,246 | 新進 |
| Invesco Ltd. | 219,178 | $1,418 萬 | 0.00% | +150,584+219.5% | 加碼 |
| Kennedy Capital Management, Inc. | 229,108 | $1,483 萬 | 0.31% | −228,418−49.9% | 減碼 |
| Rockefeller Capital Management L.P. | 237,885 | $1,539 萬 | 0.03% | −56,263−19.1% | 減碼 |
| Royce & Associates LP | 266,109 | $1,722 萬 | 0.17% | −95,690−26.4% | 減碼 |
| MetLife Investment Management | 280,107 | $1,813 萬 | 0.09% | +750.0% | 加碼 |
| Standard Life Aberdeen plc | 289,233 | $1,872 萬 | 0.03% | +33,460+13.1% | 加碼 |
| Iat Reinsurance Co Ltd. | 300,000 | $1,941 萬 | 6.27% | 00.0% | 不變 |
| Aperture Investors, LLC | 304,003 | $1,967 萬 | 2.49% | +304,003 | 新進 |
| Northern Trust Corp | 317,699 | $2,056 萬 | 0.00% | +12,791+4.2% | 加碼 |
| Nuveen, LLC | 329,512 | $2,132 萬 | 0.01% | +8,595+2.7% | 加碼 |
| SG Capital Management LLC | 372,352 | $2,409 萬 | 1.98% | +174,752+88.4% | 加碼 |
| Charles Schwab Investment Management Inc | 420,051 | $2,718 萬 | 0.00% | −9,339−2.2% | 減碼 |
| Janus Henderson Group PLC | 448,501 | $2,902 萬 | 0.01% | −26,481−5.6% | 減碼 |
| Goldman Sachs Group Inc | 449,101 | $2,906 萬 | 0.00% | +128,881+40.2% | 加碼 |
| Bank of America Corp | 510,519 | $3,304 萬 | 0.00% | −148,377−22.5% | 減碼 |
| Voya Investment Management LLC | 516,919 | $3,345 萬 | 0.03% | +30,116+6.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 544,241 | $3,522 萬 | 0.02% | −38,180−6.6% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 693,072 | $4,485 萬 | 0.45% | −65,665−8.7% | 減碼 |
| Neuberger Berman Group LLC | 711,798 | $4,598 萬 | 0.03% | +7,403+1.1% | 加碼 |
| Ameriprise Financial Inc | 739,261 | $4,784 萬 | 0.01% | +219,719+42.3% | 加碼 |
| Nomura Asset Management International Inc. | 768,660 | $4,974 萬 | 0.09% | +645,319+523.2% | 加碼 |
| ACK Asset Management LLC | 780,378 | $5,050 萬 | 6.30% | 00.0% | 不變 |
| T. Rowe Price Investment Management, Inc. | 782,472 | $5,063 萬 | 0.03% | +11,912+1.5% | 加碼 |
| State Street Corp | 788,009 | $5,099 萬 | 0.00% | −7,874−1.0% | 減碼 |
| Wasatch Advisors Inc | 799,008 | $5,170 萬 | 0.34% | +208,823+35.4% | 加碼 |
| Geode Capital Management, LLC | 836,831 | $5,416 萬 | 0.00% | +49,311+6.3% | 加碼 |
| Thrivent Financial for Lutherans | 925,546 | $5,989 萬 | 0.11% | −2230.0% | 減碼 |
| William Blair Investment Management, LLC | 931,008 | $6,025 萬 | 0.20% | +343,665+58.5% | 加碼 |
| Jennison Associates LLC | 1,035,977 | $6,704 萬 | 0.05% | +239,876+30.1% | 加碼 |
| Sara-Bay Financial | 1,153,896 | $7,467 萬 | 23.08% | −51,063−4.2% | 減碼 |
| Wellington Management Group LLP | 1,306,673 | $8,455 萬 | 0.02% | −690,854−34.6% | 減碼 |
| Conestoga Capital Advisors, LLC | 1,325,206 | $8,575 萬 | 1.71% | −226,858−14.6% | 減碼 |
| Vanguard Capital Management LLC | 1,477,349 | $9,560 萬 | 0.00% | +1,477,349 | 新進 |
| Vanguard Portfolio Management LLC | 1,505,296 | $9,741 萬 | 0.01% | +1,505,296 | 新進 |
| Dimensional Fund Advisors LP | 1,618,712 | $1.05 億 | 0.02% | +6,347+0.4% | 加碼 |
| BlackRock, Inc. | 2,442,956 | $1.58 億 | 0.00% | −25,796−1.0% | 減碼 |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −233,025−100.0% | 清倉 |
| Zacks Investment Management | 0 | $0 | 0.00% | −33,267−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −25,257−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,584−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −22,787−100.0% | 清倉 |
| Formula Growth Ltd | 0 | $0 | 0.00% | −10,010−100.0% | 清倉 |
| VARCOV Co. | 0 | $0 | 0.00% | −6,840−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,232−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Third View Private Wealth, LLC | 0 | $0 | 0.00% | −5,030−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −4,800−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,366−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −3,993−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,344−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,857−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,404−100.0% | 清倉 |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,043−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −813−100.0% | 清倉 |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |