Catatan efek · kuartal yang diarsipkan
HLIO
Helios Technologies, Inc. · Industrials · Industrial - Machinery
99Pemegang yang dilacak
+8Δ pemegang
19.16MSaham yang dipegang
$1.24BNilai yang dilaporkan
+13Posisi baru
−5Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +8.8% ·
aliran saham +3.3% ·
posisi baru bersih +8.1%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | −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 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 2 | Dimensional Fund Advisors Lp | 1.62M | +0.4% | $104.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 1.48M | — | $95.60M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.31M | -34.6% | $84.55M | 0.0% | ▼ Trim | 8 | SEC ↗ ×5 |
| 5 | Jennison Associates Llc | 1.04M | +30.1% | $67.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (pasif) | 836.83K | +6.3% | $54.16M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (pasif) | 788.01K | -1.0% | $50.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | Nomura Asset Management… | 768.66K | +523.2% | $49.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 739.26K | +42.3% | $47.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 10 | Neuberger Berman Group LLC | 711.80K | +1.1% | $45.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Arrowstreet Capital ✦ | 544.24K | -6.6% | $35.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Voya Investment Management Llc | 516.92K | +6.2% | $33.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Bank Of America Corp /De/ | 510.52K | -22.5% | $33.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Goldman Sachs Group ✦ | 449.10K | +40.2% | $29.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Janus Henderson Group Plc | 448.50K | -5.6% | $29.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Charles Schwab Investment… | 420.05K | -2.2% | $27.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Nuveen, LLC | 329.51K | +2.7% | $21.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Northern Trust Corp | 317.70K | +4.2% | $20.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 19 | Aberdeen Group plc | 289.23K | +13.1% | $18.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Rockefeller Capital Management L.P. | 237.88K | -19.1% | $15.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 21 | Invesco Ltd. | 219.18K | +219.5% | $14.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 22 | Jane Street Group, Llc | 193.36K | +21.6% | $12.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Schroder Investment Management Group | 176.13K | — | $11.05M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 161.80K | -3.3% | $10.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 25 | Raymond James Financial Inc | 161.77K | +15.2% | $10.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Sei Investments Co | 155.48K | +3.6% | $10.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Morgan Stanley ✦ | 140.34K | -1.2% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 28 | Russell Investments Group, Ltd. | 132.50K | -15.8% | $8.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 29 | Fifth Third Bancorp | 129.78K | +17367.4% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Victory Capital Management Inc | 127.44K | -34.7% | $8.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 110.62K | -3.5% | $7.16M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 32 | Susquehanna International Group, Llp | 93.61K | +119.9% | $6.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | American Century Companies Inc | 79.82K | -54.7% | $5.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 75.03K | -23.3% | $4.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Point72 Asset Management ✦ | 70.47K | Baru | $4.56M | 0.0% | New | 1 | SEC ↗ |
| 36 | Swiss National Bank | 65.40K | 0.0% | $4.23M | 0.0% | Held | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 64.19K | -9.5% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | UBS AM, a distinct business unit of… | 54.41K | +7.4% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 39 | D. E. Shaw & Co. ✦ | 52.94K | Baru | $3.43M | 0.0% | New | 1 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 52.60K | +101.3% | $3.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 41 | Hrt Financial Lp | 52.41K | Baru | $3.39M | 0.0% | New | 1 | SEC ↗ |
| 42 | UBS Group AG | 45.86K | -39.8% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 43 | T. Rowe Price ✦ | 45.39K | +14.9% | $2.94M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 44 | Stifel Financial Corp | 45.35K | -5.2% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Rhumbline Advisers | 44.30K | -2.1% | $2.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Creative Planning | 41.34K | +19.1% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | California State Teachers… | 39.79K | +25.4% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | State Of Wisconsin Investment Board | 35.85K | -4.9% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Millennium Management ✦ | 34.73K | -18.4% | $2.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 34.25K | +32.0% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 51 | Lazard Asset Management Llc | 30.38K | Baru | $1.97M | 0.0% | New | 1 | SEC ↗ |
| 52 | Barclays Plc | 30.20K | -44.4% | $1.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 53 | Marshall Wace ✦ | 30.04K | -57.6% | $1.94M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 54 | Deutsche Bank Ag\ | 29.22K | +12.1% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Legal & General Group Plc | 28.29K | -17.0% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | First Trust Advisors Lp | 28.07K | +156.8% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Alliancebernstein L.P. | 33.19K | -9.9% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 25.36K | +2.6% | $1.64M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 59 | Connor, Clark & Lunn Investment… | 25.02K | +1.1% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Credit Agricole S A | 24.10K | -3.6% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Squarepoint Ops LLC | 23.62K | -51.3% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Franklin Resources Inc | 22.50K | -22.5% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Prudential Financial Inc | 21.87K | +65.8% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Zurcher Kantonalbank (Zurich… | 19.20K | +19.3% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Captrust Financial Advisors | 18.02K | +4.2% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Manufacturers Life Insurance… | 15.63K | +3.6% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.56K | +1.0% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Us Bancorp \De\ | 14.66K | +15.6% | $948,907 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Wells Fargo & Company/Mn | 14.65K | -61.0% | $947,751 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 70 | Quantinno Capital Management LP | 14.47K | +22.8% | $936,679 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Universal- Beteiligungs- und… | 13.63K | +34.9% | $882,192 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | GAMCO Investors ✦ | 13.04K | -74.5% | $844,142 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Commonwealth Equity Services, Llc | 12.82K | -1.9% | $829,550 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Two Sigma Investments ✦ | 12.44K | Baru | $804,798 | 0.0% | New | 1 | SEC ↗ |
| 75 | New York State Common Retirement… | 11.38K | -63.2% | $736,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Renaissance Technologies ✦ | 10.40K | -55.7% | $672,984 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 77 | Man Group plc | 9.36K | Baru | $605,621 | 0.0% | New | 1 | SEC ↗ ×2 |
| 78 | State Board Of Administration Of… | 9.29K | 0.0% | $601,479 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Qube Research & Technologies Ltd | 8.54K | Baru | $552,429 | 0.0% | New | 1 | SEC ↗ |
| 80 | Bnp Paribas Financial Markets | 8.13K | +5.3% | $526,092 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | LPL Financial LLC | 6.80K | +19.6% | $440,081 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Bridgewater Associates ✦ | 6.52K | Baru | $422,168 | 0.0% | New | 1 | SEC ↗ |
| 83 | Pictet Asset Management Holding SA | 5.97K | +18.1% | $386,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Mariner, LLC | 5.26K | Baru | $340,255 | 0.0% | New | 1 | SEC ↗ |
| 85 | Boston Partners | 4.99K | -25.9% | $322,640 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | ProShare Advisors LLC | 4.81K | -20.7% | $311,255 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Amundi | 3.86K | Baru | $249,716 | 0.0% | New | 1 | SEC ↗ |
| 88 | Citigroup Inc | 3.52K | -9.0% | $228,038 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 89 | Capstone Investment Advisors, Llc | 3.52K | Baru | $227,909 | 0.0% | New | 1 | SEC ↗ |
| 90 | Cetera Investment Advisers | 3.42K | -12.8% | $221,210 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Osaic Holdings, Inc. | 2.78K | -5.6% | $179,882 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Cwm, Llc | 2.35K | +22.8% | $151,745 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Jones Financial Companies Lllp | 1.40K | +736.5% | $89,993 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | BNP Paribas Asset Management… | 400 | +12.4% | $25,884 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 194 | -29.2% | $12,553 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 96 | Optiver Holding B.V. | 134 | +59.5% | $8,671 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Mitsubishi UFJ Asset Management… | 88 | 0.0% | $5,694 | 0.0% | Held | 2 | SEC ↗ |
| 98 | Northwestern Mutual Wealth… | 56 | Baru | $3,624 | 0.0% | New | 1 | SEC ↗ |
| 99 | Assetmark, Inc | 5 | Baru | $324 | 0.0% | New | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Point72 Asset Management | $4.56M | 0.0% |
| D. E. Shaw & Co. | $3.43M | 0.0% |
| Hrt Financial Lp | $3.39M | 0.0% |
| Lazard Asset Management Llc | $1.97M | 0.0% |
| Two Sigma Investments | $804,798 | 0.0% |
| Man Group plc | $605,621 | 0.0% |
| Qube Research & Technologies… | $552,429 | 0.0% |
| Bridgewater Associates | $422,168 | 0.0% |
| Mariner, LLC | $340,255 | 0.0% |
| Amundi | $249,716 | 0.0% |
| Capstone Investment Advisors… | $227,909 | 0.0% |
| Northwestern Mutual Wealth… | $3,624 | 0.0% |
Telah keluar
| Balyasny Asset Management L.P. | $1.22M | adalah 0.0% |
| Peak6 Llc | $427,172 | adalah 0.0% |
| Canada Pension Plan… | $256,752 | adalah 0.0% |
| Group One Trading Llc | $178,871 | adalah 0.0% |
| Simplex Trading, Llc | $75,099 | 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 efek ini yang dilacak — berdasarkan 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API