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 |
|---|---|---|---|---|---|
| EntryPoint Capital, LLC | 23,600 | $152.7 萬 | 0.45% | +6,491+37.9% | 加碼 |
| Diamond Hill Capital Management Inc | 22,953 | $148.5 萬 | 0.01% | −11,977−34.3% | 減碼 |
| Franklin Resources Inc | 22,504 | $145.6 萬 | 0.00% | −6,532−22.5% | 減碼 |
| XTX Topco Ltd | 22,046 | $142.7 萬 | 0.02% | +14,899+208.5% | 加碼 |
| Vanguard Asset Management, Ltd | 21,942 | $142.0 萬 | 0.00% | +21,942 | 新進 |
| Prudential Financial Inc | 21,869 | $141.5 萬 | 0.00% | +8,680+65.8% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 19,800 | $128.1 萬 | 0.00% | −974,161−98.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,197 | $124.2 萬 | 0.00% | +3,110+19.3% | 加碼 |
| Ostrum Asset Management | 18,560 | $120.1 萬 | 0.07% | −5,895−24.1% | 減碼 |
| Captrust Financial Advisors | 18,018 | $116.6 萬 | 0.00% | +722+4.2% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 17,366 | $112.4 萬 | 0.06% | +17,366 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 17,327 | $112.1 萬 | 0.01% | +3,949+29.5% | 加碼 |
| Engineers Gate Manager LP | 17,166 | $111.1 萬 | 0.01% | +7,590+79.3% | 加碼 |
| Vanguard Global Advisers, LLC | 17,074 | $110.5 萬 | 0.00% | +17,074 | 新進 |
| Manufacturers Life Insurance Company, The | 15,631 | $101.1 萬 | 0.00% | +542+3.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 15,564 | $100.7 萬 | 0.00% | +150+1.0% | 加碼 |
| Dynamic Technology Lab Private Ltd | 15,430 | $99.8 萬 | 0.16% | +15,430 | 新進 |
| Bridgeway Capital Management, LLC | 15,000 | $97.1 萬 | 0.02% | +15,000 | 新進 |
| US Bancorp | 14,664 | $94.9 萬 | 0.00% | +1,982+15.6% | 加碼 |
| Wells Fargo & Company | 14,646 | $94.8 萬 | 0.00% | −22,944−61.0% | 減碼 |
| Quantinno Capital Management LP | 14,475 | $93.7 萬 | 0.00% | +2,688+22.8% | 加碼 |
| STRS Ohio | 13,800 | $89.3 萬 | 0.00% | +13,800 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,633 | $88.2 萬 | 0.00% | +3,530+34.9% | 加碼 |
| Quadrature Capital Ltd | 13,578 | $87.9 萬 | 0.01% | +13,578 | 新進 |
| Gamco Investors, Inc. Et Al | 13,045 | $84.4 萬 | 0.01% | −38,172−74.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 12,885 | $83.4 萬 | 0.02% | +6,192+92.5% | 加碼 |
| Commonwealth Equity Services, LLC | 12,820 | $83.0 萬 | 0.00% | −251−1.9% | 減碼 |
| Two Sigma Investments, LP | 12,437 | $80.5 萬 | 0.00% | +12,437 | 新進 |
| Teacher Retirement System of Texas | 11,497 | $74.4 萬 | 0.00% | +4,546+65.4% | 加碼 |
| New York State Common Retirement Fund | 11,380 | $73.6 萬 | 0.00% | −19,572−63.2% | 減碼 |
| Calamos Advisors LLC | 10,940 | $70.8 萬 | 0.00% | +10,940 | 新進 |
| Sterling Capital Management LLC | 10,828 | $70.1 萬 | 0.01% | −16,530−60.4% | 減碼 |
| Renaissance Technologies LLC | 10,400 | $67.3 萬 | 0.00% | −13,100−55.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 10,031 | $64.9 萬 | 0.00% | +6+0.1% | 加碼 |
| Aquatic Capital Management LLC | 9,945 | $64.4 萬 | 0.02% | +9,945 | 新進 |
| Nisa Investment Advisors, LLC | 9,362 | $60.6 萬 | 0.00% | 00.0% | 不變 |
| Man Group plc | 9,359 | $60.6 萬 | 0.00% | +9,359 | 新進 |
| Schonfeld Strategic Advisors LLC | 9,332 | $60.4 萬 | 0.00% | +4,260+84.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 9,295 | $60.1 萬 | 0.00% | 00.0% | 不變 |
| Quantedge Capital Pte Ltd | 9,200 | $59.5 萬 | 0.33% | +9,200 | 新進 |
| Jump Financial, LLC | 9,185 | $59.4 萬 | 0.01% | +9,185 | 新進 |
| Arizona State Retirement System | 9,108 | $58.9 萬 | 0.00% | −98−1.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,819 | $57.1 萬 | 0.04% | −1,093−11.0% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 8,797 | $56.9 萬 | 0.00% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 8,537 | $55.2 萬 | 0.00% | +8,537 | 新進 |
| Intech Investment Management LLC | 8,474 | $54.8 萬 | 0.01% | −4,270−33.5% | 減碼 |
| Vanguard Investments Australia, Ltd. | 8,224 | $53.2 萬 | 0.00% | +8,224 | 新進 |
| BNP Paribas Arbitrage, SA | 8,130 | $52.6 萬 | 0.00% | +409+5.3% | 加碼 |
| Glenmede Trust Co NA | 7,997 | $51.7 萬 | 0.00% | −236−2.9% | 減碼 |
| Avalon Trust Co | 7,901 | $51.1 萬 | 0.04% | 00.0% | 不變 |
| CWM Advisors, LLC | 7,885 | $51.0 萬 | 0.03% | −876−10.0% | 減碼 |
| Bridgefront Capital, LLC | 7,711 | $49.9 萬 | 0.12% | +7,711 | 新進 |
| Campbell & CO Investment Adviser LLC | 7,523 | $48.7 萬 | 0.03% | −7,007−48.2% | 減碼 |
| KLP Kapitalforvaltning AS | 7,300 | $47.2 萬 | 0.00% | +300+4.3% | 加碼 |
| Aviance Capital Partners, LLC | 7,087 | $45.9 萬 | 0.05% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 7,068 | $45.7 萬 | 0.02% | 00.0% | 不變 |
| TradeLink Capital LLC | 7,013 | $45.4 萬 | 3.43% | +7,013 | 新進 |
| Virtu Financial LLC | 6,892 | $44.6 萬 | 0.02% | +6,892 | 新進 |
| LPL Financial LLC | 6,801 | $44.0 萬 | 0.00% | +1,112+19.5% | 加碼 |
| Bridgewater Associates, LP | 6,524 | $42.2 萬 | 0.00% | +6,524 | 新進 |
| Clean Yield Group | 6,307 | $40.8 萬 | 0.11% | −150−2.3% | 減碼 |
| Fox Run Management, L.L.C. | 6,353 | $39.9 萬 | 0.07% | +6,353 | 新進 |
| Pictet Asset Management Holding SA | 5,971 | $38.6 萬 | 0.00% | +914+18.1% | 加碼 |
| Keybank National Association | 5,767 | $37.3 萬 | 0.00% | +1,624+39.2% | 加碼 |
| Magnetar Financial LLC | 5,445 | $35.2 萬 | 0.00% | +5,445 | 新進 |
| Mariner, LLC | 5,258 | $34.0 萬 | 0.00% | +5,258 | 新進 |
| Public Employees Retirement Association of Colorado | 5,187 | $33.6 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 5,115 | $33.1 萬 | 0.00% | −12,005−70.1% | 減碼 |
| Boston Partners | 4,986 | $32.3 萬 | 0.00% | −1,746−25.9% | 減碼 |
| ProShare Advisors LLC | 4,810 | $31.1 萬 | 0.00% | −1,255−20.7% | 減碼 |
| R Squared Ltd | 4,336 | $28.1 萬 | 0.15% | +4,336 | 新進 |
| Prelude Capital Management, LLC | 4,250 | $27.5 萬 | 0.02% | +4,250 | 新進 |
| EP Wealth Advisors, LLC | 4,171 | $27.0 萬 | 0.00% | −2,621−38.6% | 減碼 |
| Legacy Wealth Asset Management, LLC | 4,017 | $26.0 萬 | 0.06% | −169−4.0% | 減碼 |
| Ieq Capital, LLC | 3,901 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| Amundi | 3,859 | $25.0 萬 | 0.00% | +3,859 | 新進 |
| Clearstead Advisors, LLC | 3,750 | $24.3 萬 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 3,750 | $24.3 萬 | 0.04% | 00.0% | 不變 |
| JustInvest LLC | 3,665 | $23.7 萬 | 0.00% | +3,665 | 新進 |
| Inspire Advisors, LLC | 3,654 | $23.6 萬 | 0.02% | +3,654 | 新進 |
| Contravisory Investment Management, Inc. | 3,644 | $23.6 萬 | 0.05% | +3,644 | 新進 |
| Citigroup Inc | 3,524 | $22.8 萬 | 0.00% | −348−9.0% | 減碼 |
| Capstone Investment Advisors, LLC | 3,522 | $22.8 萬 | 0.00% | +3,522 | 新進 |
| M&T Bank Corp | 3,520 | $22.7 萬 | 0.00% | +3,520 | 新進 |
| Cetera Investment Advisers | 3,418 | $22.1 萬 | 0.00% | −502−12.8% | 減碼 |
| Atomi Financial Group, Inc. | 3,382 | $21.9 萬 | 0.01% | +3,382 | 新進 |
| Brevan Howard Capital Management LP | 3,190 | $20.6 萬 | 0.00% | +3,190 | 新進 |
| Xponance, Inc. | 3,128 | $20.2 萬 | 0.00% | +3,128 | 新進 |
| Farringdon Capital, Ltd. | 3,105 | $20.1 萬 | 0.04% | +3,105 | 新進 |
| Great West Life Assurance Co | 2,899 | $18.9 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 2,777 | $18.0 萬 | 0.00% | −165−5.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,772 | $17.9 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,499 | $16.2 萬 | 0.00% | +784+45.7% | 加碼 |
| CWM, LLC | 2,345 | $15.2 萬 | 0.00% | +435+22.8% | 加碼 |
| State of Alaska, Department of Revenue | 1,848 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 1,555 | $10.1 萬 | 0.00% | −273,153−99.4% | 減碼 |
| Jones Financial Companies LLLP | 1,397 | $9.00 萬 | 0.00% | +1,230+736.5% | 加碼 |
| Caitong International Asset Management Co., Ltd | 1,367 | $8.85 萬 | 0.02% | +1,367 | 新進 |
| KBC Group NV | 1,333 | $8.60 萬 | 0.00% | 00.0% | 不變 |
| Kemnay Advisory Services Inc. | 1,272 | $8.23 萬 | 0.01% | −680−34.8% | 減碼 |