Ficha del valor · trimestre archivado
HLIO
Helios Technologies, Inc. · Industrials · Industrial - Machinery
90Tenedores rastreados
-1Δ titulares
20.05MAcciones mantenidas
$1.07BValor declarado
+0Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -1.1% ·
flujo de acciones +5.0% ·
nuevas posiciones netas -1.1%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 101 | +4 | 19.64M | $1.75B | +12 | −7 |
| Q1 2026 | 99 | +8 | 19.16M | $1.24B | +13 | −5 |
| Q4 2025 | 90 | -1 | 20.05M | $1.07B | — | −1 |
| Q3 2025 | 18 | -3 | 9.73M | $507.05M | — | −3 |
| Q2 2025 | 18 | +2 | 9.68M | $322.94M | +3 | −1 |
| Q1 2025 | 13 | +3 | 3.23M | $103.51M | +3 | — |
| Q4 2024 | 10 | +1 | 3.37M | $150.29M | +1 | — |
| Q3 2024 | 8 | -1 | 3.21M | $153.06M | — | −1 |
| Q2 2024 | 9 | — | 4.05M | $193.46M | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 3.16M | -1.0% | $169.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 3.16M | -1.0% | $169.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 3.16M | -1.0% | $169.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 3.16M | -1.0% | $169.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 3.16M | -1.0% | $169.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wellington Management ✦ | 2.00M | +114.9% | $106.85M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 21 | Wellington Management ✦ | 2.00M | +114.9% | $106.85M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 22 | Wellington Management ✦ | 2.00M | +114.9% | $106.85M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 23 | Wellington Management ✦ | 2.00M | +114.9% | $106.85M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 24 | Wellington Management ✦ | 2.00M | +114.9% | $106.85M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 1.61M | — | $86.25M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 1.61M | — | $86.25M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 1.61M | — | $86.25M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Dimensional Fund Advisors Lp | 1.61M | — | $86.25M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 1.61M | — | $86.25M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jennison Associates Llc | 796.10K | — | $42.58M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jennison Associates Llc | 796.10K | — | $42.58M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (pasivo) | 795.88K | -1.6% | $42.57M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | Geode Capital Management ✦ (pasivo) | 787.52K | -0.1% | $42.13M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 34 | Geode Capital Management ✦ (pasivo) | 787.52K | -0.1% | $42.13M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 35 | Neuberger Berman Group LLC | 704.39K | — | $37.71M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Neuberger Berman Group LLC | 704.39K | — | $37.71M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of America Corp /De/ | 658.90K | — | $35.24M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Of America Corp /De/ | 658.90K | — | $35.24M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank Of America Corp /De/ | 658.90K | — | $35.24M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 658.90K | — | $35.24M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of America Corp /De/ | 658.90K | — | $35.24M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of America Corp /De/ | 658.90K | — | $35.24M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Arrowstreet Capital ✦ | 582.42K | -2.0% | $31.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 519.54K | — | $27.79M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 519.54K | — | $27.79M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 519.54K | — | $27.79M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Ameriprise Financial Inc | 519.54K | — | $27.79M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Ameriprise Financial Inc | 519.54K | — | $27.79M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Voya Investment Management Llc | 486.80K | — | $26.04M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Voya Investment Management Llc | 486.80K | — | $26.04M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Voya Investment Management Llc | 486.80K | — | $26.04M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Janus Henderson Group Plc | 474.98K | — | $25.41M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Janus Henderson Group Plc | 474.98K | — | $25.41M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Charles Schwab Investment… | 429.39K | — | $22.97M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Nuveen, LLC | 320.92K | — | $17.17M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Nuveen, LLC | 320.92K | — | $17.17M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Nuveen, LLC | 320.92K | — | $17.17M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Goldman Sachs Group ✦ | 320.22K | -14.7% | $17.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Goldman Sachs Group ✦ | 320.22K | -14.7% | $17.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Northern Trust Corp | 304.91K | — | $16.31M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Northern Trust Corp | 304.91K | — | $16.31M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Northern Trust Corp | 304.91K | — | $16.31M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Northern Trust Corp | 304.91K | — | $16.31M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Northern Trust Corp | 304.91K | — | $16.31M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Northern Trust Corp | 304.91K | — | $16.31M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Rockefeller Capital Management L.P. | 294.15K | — | $15.73M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Rockefeller Capital Management L.P. | 294.15K | — | $15.73M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Aberdeen Group plc | 255.77K | — | $13.68M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Aberdeen Group plc | 255.77K | — | $13.68M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Victory Capital Management Inc | 195.28K | — | $10.45M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | American Century Companies Inc | 176.22K | — | $9.43M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 167.27K | — | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 167.27K | — | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 167.27K | — | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 167.27K | — | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 167.27K | — | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Jane Street Group, Llc | 158.97K | — | $8.50M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Jane Street Group, Llc | 158.97K | — | $8.50M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Jane Street Group, Llc | 158.97K | — | $8.50M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Russell Investments Group, Ltd. | 157.40K | — | $8.42M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Russell Investments Group, Ltd. | 157.40K | — | $8.42M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Russell Investments Group, Ltd. | 157.40K | — | $8.42M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Russell Investments Group, Ltd. | 157.40K | — | $8.42M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Russell Investments Group, Ltd. | 157.40K | — | $8.42M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Russell Investments Group, Ltd. | 157.40K | — | $8.42M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Russell Investments Group, Ltd. | 157.40K | — | $8.42M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 157.40K | — | $8.42M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 157.40K | — | $8.42M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Sei Investments Co | 150.12K | — | $8.03M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Sei Investments Co | 150.12K | — | $8.03M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Morgan Stanley ✦ | 142.01K | -15.9% | $7.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Morgan Stanley ✦ | 142.01K | -15.9% | $7.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Morgan Stanley ✦ | 142.01K | -15.9% | $7.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Morgan Stanley ✦ | 142.01K | -15.9% | $7.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Morgan Stanley ✦ | 142.01K | -15.9% | $7.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Morgan Stanley ✦ | 142.01K | -15.9% | $7.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Morgan Stanley ✦ | 142.01K | -15.9% | $7.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Morgan Stanley ✦ | 142.01K | -15.9% | $7.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Raymond James Financial Inc | 140.38K | — | $7.51M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Raymond James Financial Inc | 140.38K | — | $7.51M | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| D. E. Shaw & Co. | $241,414 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 248 tenedores, 32.28M acciones, $1.96B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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