Ficha del valor · trimestre archivado
HLIO
Helios Technologies, Inc. · Industrials · Industrial - Machinery
99Tenedores rastreados
+8Δ titulares
19.16MAcciones mantenidas
$1.24BValor declarado
+13Nuevas posiciones
−5Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +8.8% ·
flujo de acciones +3.3% ·
nuevas posiciones netas +8.1%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
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 · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 1.62M | +0.4% | $104.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 1.62M | +0.4% | $104.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 1.62M | +0.4% | $104.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 1.62M | +0.4% | $104.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 1.62M | +0.4% | $104.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Vanguard Capital Management Llc | 1.48M | — | $95.60M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wellington Management ✦ | 1.31M | -34.6% | $84.55M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 22 | Wellington Management ✦ | 1.31M | -34.6% | $84.55M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 23 | Wellington Management ✦ | 1.31M | -34.6% | $84.55M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 24 | Wellington Management ✦ | 1.31M | -34.6% | $84.55M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 25 | Wellington Management ✦ | 1.31M | -34.6% | $84.55M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 26 | Jennison Associates Llc | 1.04M | +30.1% | $67.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jennison Associates Llc | 1.04M | +30.1% | $67.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Geode Capital Management ✦ (pasivo) | 836.83K | +6.3% | $54.16M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 29 | Geode Capital Management ✦ (pasivo) | 836.83K | +6.3% | $54.16M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (pasivo) | 788.01K | -1.0% | $50.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 31 | Nomura Asset Management… | 768.66K | +523.2% | $49.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 739.26K | +42.3% | $47.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 739.26K | +42.3% | $47.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 739.26K | +42.3% | $47.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 739.26K | +42.3% | $47.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 739.26K | +42.3% | $47.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 739.26K | +42.3% | $47.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Neuberger Berman Group LLC | 711.80K | +1.1% | $45.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Neuberger Berman Group LLC | 711.80K | +1.1% | $45.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Arrowstreet Capital ✦ | 544.24K | -6.6% | $35.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Voya Investment Management Llc | 516.92K | +6.2% | $33.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Voya Investment Management Llc | 516.92K | +6.2% | $33.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Voya Investment Management Llc | 516.92K | +6.2% | $33.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Bank Of America Corp /De/ | 510.52K | -22.5% | $33.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Bank Of America Corp /De/ | 510.52K | -22.5% | $33.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Bank Of America Corp /De/ | 510.52K | -22.5% | $33.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Goldman Sachs Group ✦ | 449.10K | +40.2% | $29.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 449.10K | +40.2% | $29.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Janus Henderson Group Plc | 448.50K | -5.6% | $29.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Janus Henderson Group Plc | 448.50K | -5.6% | $29.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Charles Schwab Investment… | 420.05K | -2.2% | $27.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Nuveen, LLC | 329.51K | +2.7% | $21.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Nuveen, LLC | 329.51K | +2.7% | $21.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Nuveen, LLC | 329.51K | +2.7% | $21.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Northern Trust Corp | 317.70K | +4.2% | $20.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Northern Trust Corp | 317.70K | +4.2% | $20.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Northern Trust Corp | 317.70K | +4.2% | $20.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Northern Trust Corp | 317.70K | +4.2% | $20.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Northern Trust Corp | 317.70K | +4.2% | $20.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Northern Trust Corp | 317.70K | +4.2% | $20.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Aberdeen Group plc | 289.23K | +13.1% | $18.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Aberdeen Group plc | 289.23K | +13.1% | $18.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Rockefeller Capital Management L.P. | 237.88K | -19.1% | $15.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Rockefeller Capital Management L.P. | 237.88K | -19.1% | $15.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Rockefeller Capital Management L.P. | 237.88K | -19.1% | $15.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Rockefeller Capital Management L.P. | 237.88K | -19.1% | $15.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Invesco Ltd. | 219.18K | +219.5% | $14.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Invesco Ltd. | 219.18K | +219.5% | $14.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Invesco Ltd. | 219.18K | +219.5% | $14.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Invesco Ltd. | 219.18K | +219.5% | $14.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Invesco Ltd. | 219.18K | +219.5% | $14.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Invesco Ltd. | 219.18K | +219.5% | $14.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Invesco Ltd. | 219.18K | +219.5% | $14.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Invesco Ltd. | 219.18K | +219.5% | $14.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Invesco Ltd. | 219.18K | +219.5% | $14.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Invesco Ltd. | 219.18K | +219.5% | $14.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Jane Street Group, Llc | 193.36K | +21.6% | $12.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Jane Street Group, Llc | 193.36K | +21.6% | $12.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Schroder Investment Management Group | 176.13K | — | $11.05M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 161.80K | -3.3% | $10.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 161.80K | -3.3% | $10.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 161.80K | -3.3% | $10.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 161.80K | -3.3% | $10.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 161.80K | -3.3% | $10.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Raymond James Financial Inc | 161.77K | +15.2% | $10.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Raymond James Financial Inc | 161.77K | +15.2% | $10.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Raymond James Financial Inc | 161.77K | +15.2% | $10.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Sei Investments Co | 155.48K | +3.6% | $10.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Sei Investments Co | 155.48K | +3.6% | $10.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Morgan Stanley ✦ | 140.34K | -1.2% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Morgan Stanley ✦ | 140.34K | -1.2% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Morgan Stanley ✦ | 140.34K | -1.2% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Morgan Stanley ✦ | 140.34K | -1.2% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Morgan Stanley ✦ | 140.34K | -1.2% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Morgan Stanley ✦ | 140.34K | -1.2% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Morgan Stanley ✦ | 140.34K | -1.2% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Russell Investments Group, Ltd. | 132.50K | -15.8% | $8.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Russell Investments Group, Ltd. | 132.50K | -15.8% | $8.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Russell Investments Group, Ltd. | 132.50K | -15.8% | $8.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Russell Investments Group, Ltd. | 132.50K | -15.8% | $8.57M | 0.0% | ▼ Trim | 2 | 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
| Balyasny Asset Management L.P. | $1.22M | era 0.0% |
| Peak6 Llc | $427,172 | era 0.0% |
| Canada Pension Plan… | $256,752 | era 0.0% |
| Group One Trading Llc | $178,871 | era 0.0% |
| Simplex Trading, Llc | $75,099 | 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: Q1 2026 ·
Metodología ·
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