Catatan efek · kuartal yang diarsipkan
HLIO
Helios Technologies, Inc. · Industrials · Industrial - Machinery
90Pemegang yang dilacak
-1Δ pemegang
20.05MSaham yang dipegang
$1.07BNilai yang dilaporkan
+0Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -1.1% ·
aliran saham +5.0% ·
posisi baru bersih -1.1%
· formula
Akumulasi terkonsentrasi: saham yang meningkat di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 7.73K | $524,965 | n/a | n/a |
| Q2 2026 | 99 | +3 | 19.62M | $1.75B | +11 | −8 |
| Q1 2026 | 99 | +8 | 19.16M | $1.24B | +13 | −5 |
| Q4 2025 | 90 | -1 | 20.05M | $1.07B | n/a | −1 |
| Q3 2025 | 18 | -3 | 9.73M | $507.05M | n/a | −3 |
| Q2 2025 | 18 | +2 | 9.68M | $322.94M | +3 | −1 |
| Q1 2025 | 13 | +3 | 3.23M | $103.51M | +3 | n/a |
| Q4 2024 | 10 | +1 | 3.37M | $150.29M | +1 | n/a |
| Q3 2024 | 8 | -1 | 3.21M | $153.06M | n/a | −1 |
| Q2 2024 | 9 | n/a | 4.05M | $193.46M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasif) | 3.16M | -1.0% | $169.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasif) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 3 | Wellington Management ✦ | 2.00M | +114.9% | $106.85M | 0.0% | ▲ Add | 7 | SEC ↗ ×5 |
| 4 | Dimensional Fund Advisors Lp | 1.61M | n/a | $86.25M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 5 | Jennison Associates Llc | 796.10K | n/a | $42.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (pasif) | 795.88K | -1.6% | $42.57M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasif) | 787.52K | -0.1% | $42.13M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 8 | Neuberger Berman Group LLC | 704.39K | n/a | $37.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 658.90K | n/a | $35.24M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 10 | Arrowstreet Capital ✦ | 582.42K | -2.0% | $31.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 519.54K | n/a | $27.79M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 12 | Voya Investment Management Llc | 486.80K | n/a | $26.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Janus Henderson Group Plc | 474.98K | n/a | $25.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Charles Schwab Investment… | 429.39K | n/a | $22.97M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Nuveen, LLC | 320.92K | n/a | $17.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Goldman Sachs Group ✦ | 320.22K | -14.7% | $17.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Northern Trust Corp | 304.91K | n/a | $16.31M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 18 | Rockefeller Capital Management L.P. | 294.15K | n/a | $15.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Aberdeen Group plc | 255.77K | n/a | $13.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Victory Capital Management Inc | 195.28K | n/a | $10.45M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | American Century Companies Inc | 176.22K | n/a | $9.43M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 167.27K | n/a | $8.95M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 23 | Jane Street Group, Llc | 158.97K | n/a | $8.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Russell Investments Group, Ltd. | 157.40K | n/a | $8.42M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 25 | Sei Investments Co | 150.12K | n/a | $8.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Morgan Stanley ✦ | 142.01K | -15.9% | $7.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 27 | Raymond James Financial Inc | 140.38K | n/a | $7.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Nomura Asset Management… | 123.34K | n/a | $6.60M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 114.64K | +19.7% | $6.13M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 30 | Envestnet Asset Management Inc | 97.86K | n/a | $5.23M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS Group AG | 76.19K | n/a | $4.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Royal Bank Of Canada | 70.91K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Marshall Wace ✦ | 70.83K | +13.7% | $3.79M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 34 | Invesco Ltd. | 68.59K | n/a | $3.67M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | Swiss National Bank | 65.40K | n/a | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Barclays Plc | 54.29K | n/a | $2.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | GAMCO Investors ✦ | 51.22K | -20.1% | $2.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 50.68K | n/a | $2.71M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 39 | Squarepoint Ops LLC | 48.53K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Stifel Financial Corp | 47.86K | n/a | $2.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Rhumbline Advisers | 45.25K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 42.57K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Millennium Management ✦ | 42.57K | +390.0% | $2.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | T. Rowe Price ✦ | 39.49K | +3.8% | $2.11M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 45 | State Of Wisconsin Investment Board | 37.69K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 37.59K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 47 | Alliancebernstein L.P. | 36.85K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Creative Planning | 34.72K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Legal & General Group Plc | 34.08K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | California State Teachers… | 31.74K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | New York State Common Retirement… | 30.95K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Franklin Resources Inc | 29.04K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 26.12K | +11.5% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 54 | Deutsche Bank Ag\ | 26.08K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 25.95K | -49.4% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | Credit Agricole S A | 25.00K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Connor, Clark & Lunn Investment… | 24.76K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 24.73K | +3.6% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 59 | Renaissance Technologies ✦ | 23.50K | -34.7% | $1.26M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 60 | Balyasny Asset Management L.P. | 22.79K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Captrust Financial Advisors | 17.30K | n/a | $925,165 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Zurcher Kantonalbank (Zurich… | 16.09K | n/a | $860,494 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.41K | n/a | $824,495 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Manufacturers Life Insurance… | 15.09K | n/a | $807,111 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Prudential Financial Inc | 13.19K | n/a | $705,480 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Commonwealth Equity Services, Llc | 13.07K | n/a | $699,150 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Us Bancorp \De\ | 12.68K | n/a | $678,361 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | Quantinno Capital Management LP | 11.79K | n/a | $630,488 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | First Trust Advisors Lp | 10.93K | n/a | $584,538 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Universal- Beteiligungs- und… | 10.10K | n/a | $540,409 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | State Board Of Administration Of… | 9.29K | n/a | $497,190 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Peak6 Llc | 7.99K | n/a | $427,172 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | Bnp Paribas Financial Markets | 7.72K | n/a | $412,996 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Boston Partners | 6.73K | n/a | $360,090 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | ProShare Advisors LLC | 6.07K | n/a | $324,417 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | LPL Financial LLC | 5.69K | n/a | $304,316 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Pictet Asset Management Holding SA | 5.06K | n/a | $270,499 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Canada Pension Plan Investment Board | 4.80K | n/a | $256,752 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Cetera Investment Advisers | 3.92K | n/a | $209,703 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Citigroup Inc | 3.87K | n/a | $207,114 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 81 | Group One Trading Llc | 3.34K | n/a | $178,871 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Osaic Holdings, Inc. | 2.94K | n/a | $157,537 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Cwm, Llc | 1.91K | n/a | $102,000 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Simplex Trading, Llc | 1.40K | n/a | $75,099 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Fifth Third Bancorp | 743 | n/a | $39,743 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | BNP Paribas Asset Management… | 356 | n/a | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Pnc Financial Services Group, Inc. | 274 | n/a | $14,656 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 88 | Jones Financial Companies Lllp | 167 | n/a | $8,933 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Mitsubishi UFJ Asset Management… | 88 | n/a | $4,814 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Optiver Holding B.V. | 84 | n/a | $4,493 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| D. E. Shaw & Co. | $241,414 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 248 pemegang, 32.28M saham, $1.96B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Jul 31
SC 13G: VANGUARD PORTFOLIO MANAGEMENT LLC
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API