254 tracked 13F filers disclose a position in HLX as of the latest SEC 13F filings, a combined $1.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $219.1M | 22.2M | ▲+2.1% Added · +458K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $88.6M | 9.0M | ▲+2.9% Added · +250K sh | Q1 2026 | |
| 3 | STATE STREET CORP | $62.7M | 7.2M | ▲+6.9% Added · +466K sh | Q2 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $61.7M | 6.2M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $59.8M | 6.0M | →First observed position No prior filed position | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $51.4M | 5.2M | ▲+1.3% Added · +69K sh | Q1 2026 | |
| 7 | PRINCIPAL FINANCIAL GROUP INC | $45.5M | 4.6M | ▼−2.9% Reduced · −138K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $31.1M | 3.6M | ▲+5.9% Added · +197K sh | Q2 2026 | |
| 9 | BNP Paribas Asset Management Holding S.A. | $29.9M | 3.0M | ▲+44% Added · +930K sh | Q1 2026 | |
| 10 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $29.3M | 3.0M | ▼−1.3% Reduced · −39K sh | Q1 2026 | |
| 11 | Boston Partners | $29.1M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 12 | VAN ECK ASSOCIATES CORP | Withheld | 2.9M | ▲+47% Added · +921K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25.7M | 2.6M | ▲+1.9% Added · +50K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $20.7M | 2.1M | ▲+57% Added · +762K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $19.7M | 2.0M | ▼−10% Reduced · −229K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $16.7M | 1.7M | ▲+3.5% Added · +57K sh | Q1 2026 | |
| 17 | DEUTSCHE BANK AG\ | $14.3M | 1.4M | ▲+536% Added · +1.2M sh | Q1 2026 | |
| 18 | GATE CITY CAPITAL MANAGEMENT, LLC | $12.8M | 1.3M | ▼−31% Reduced · −574K sh | Q1 2026 | |
| 19 | PANAGORA ASSET MANAGEMENT INC | $10.8M | 1.2M | ▼−2.9% Reduced · −37K sh | Q2 2026 | |
| 20 | Janus Henderson Group Ltd. | $10.4M | 1.1M | ▲17× Added · +992K sh | Q1 2026 | |
| 21 | Qube Research & Technologies Ltd | $9.8M | 994K | ▼−32% Reduced · −467K sh | Q1 2026 | |
| 22 | RENAISSANCE TECHNOLOGIES LLC | $9.6M | 967K | ▼−3.9% Reduced · −39K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $8.9M | 902K | →First observed position No prior filed position | Q1 2026 | |
| 24 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $8.8M | 894K | ▼−13% Reduced · −139K sh | Q1 2026 | |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $8.7M | 884K | ▼−7.9% Reduced · −76K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in HLX and 24 added to an existing one, while 27 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 130 funds | $222.9B |
| META PLATFORMS INC-CLASS AMETA | 128 funds | $92.7B |
| AMAZON.COM INCAMZN | 126 funds | $164.1B |
| NVIDIA CORPNVDA | 124 funds | $323.0B |
| APPLE INCAAPL | 123 funds | $244.9B |
| BROADCOM INCAVGO | 123 funds | $131.0B |
| JPMORGAN CHASE & COJPM | 123 funds | $50.3B |
| VISA INC-CLASS A SHARESV | 123 funds | $48.4B |
| ADVANCED MICRO DEVICESAMD | 123 funds | $30.0B |
| ALPHABET INC-CL AGOOGL | 122 funds | $129.7B |
| TESLA INCTSLA | 122 funds | $59.5B |
| MICRON TECHNOLOGY INCMU | 122 funds | $34.4B |
Ranked by how many of HLX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 3, 2025 | Sparks Scott Andrew | EVP & COO | Sell (S) | 40K | $275K |
| Dec 30, 2024 | Neikirk Kenneth English | EVP, GEN COUNSEL & SECRETARY | Sell (S) | 84K | $770K |
| Dec 10, 2024 | Glassman Diana | Director | Sell (S) | 16K | $159K |
| Dec 10, 2024 | Sparks Scott Andrew | EVP & COO | Sell (S) | 170K | $1.7M |
| Oct 3, 2024 | KRATZ OWEN E | PRESIDENT & CEO, Director | Sell (S) | 298K | $3.6M |
| Jun 20, 2024 | Glassman Diana | Director | Sell (S) | 3K | $30K |
| May 23, 2024 | KRATZ OWEN E | PRESIDENT & CEO, Director | Sell (S) | 1K | $12K |
| May 22, 2024 | KRATZ OWEN E | PRESIDENT & CEO, Director | Sell (S) | 8K | $87K |
| May 21, 2024 | KRATZ OWEN E | PRESIDENT & CEO, Director | Sell (S) | 165K | $1.9M |
| May 20, 2024 | KRATZ OWEN E | PRESIDENT & CEO, Director | Sell (S) | 142K | $1.7M |
| May 7, 2024 | Sparks Scott Andrew | EVP & COO | Sell (S) | 12K | $137K |
| Sep 28, 2023 | Glassman Diana | Director | Sell (S) | 7K | $78K |
| Class | 13F holders | Value held |
|---|---|---|
| HLXthis pagecs | 254 funds | $1.1B |
| 42330PAG2CORPORATE OBLIG | 1 funds | $1 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for HLX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HLX/capital-change-brief"
Use Arkolith's capital_change_brief for HLX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HLX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.