HELIX ENERGY SOLUTIONS GRP I (HLX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 135,605,413 shares against 147,382,447 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $198.7M | 22,731,079 | 0.00% | 8q | +2.6%+$5.0M |
| DIMENSIONAL FUND ADVISORS LP | $79.5M | 9,091,008 | 0.01% | 31q | +1.5%+$1.1M |
| STATE STREET CORP | $62.7M | 7,175,792 | 0.00% | 31q | +6.9%+$4.1M |
| Invesco Ltd. | $61.5M | 7,035,334 | 0.00% | 31q | +5.6%+$3.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $56.1M | 6,416,761 | 0.00% | 2q | +2.9%+$1.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $54.0M | 6,178,407 | 0.00% | 2q | +2.2%+$1.2M |
| AMERICAN CENTURY COMPANIES INC | $47.6M | 5,448,574 | 0.02% | 31q | +4.8%+$2.2M |
| PRINCIPAL FINANCIAL GROUP INC | $37.8M | 4,319,229 | 0.02% | 31q | -6.0%-$2.4M |
| GOLDMAN SACHS GROUP INC | $32.0M | 3,666,005 | 0.00% | 31q | +75.5%+$13.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $31.1M | 3,556,137 | 0.00% | 31q | +5.9%+$1.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $29.8M | 3,408,554 | 0.01% | 17q | -13.3%-$4.6M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $27.9M | 3,188,798 | 0.56% | 23q | +7.8%+$2.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $26.3M | 3,005,018 | 0.03% | 3q | -0.6%-$152.0K |
| VAN ECK ASSOCIATES CORP | $23.8M | 2,725,573 | 0.01% | 28q | -5.2%-$1.3M |
| Boston Partners | $22.1M | 2,486,953 | 0.02% | 2q | -15.7%-$4.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.7M | 2,483,807 | 0.00% | 31q | -4.2%-$962.8K |
| Sixth Street Partners Management Company, L.P. | $21.7M | 2,483,807 | 0.00% | new | NEW |
| MORGAN STANLEY | $18.4M | 2,100,464 | 0.00% | 35q | +5.5%+$954.5K |
| PRUDENTIAL FINANCIAL INC | $18.3M | 2,088,884 | 0.02% | 31q | +549.1%+$15.4M |
| NORTHERN TRUST CORP | $15.6M | 1,783,081 | 0.00% | 31q | +5.8%+$856.4K |
| Qube Research & Technologies Ltd | $12.4M | 1,413,717 | 0.01% | 7q | +42.2%+$3.7M |
| PANAGORA ASSET MANAGEMENT INC | $10.8M | 1,237,686 | 0.03% | 31q | -2.9%-$321.8K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $10.0M | 1,139,215 | 0.00% | 3q | +97.1%+$4.9M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $9.3M | 1,058,726 | 0.16% | 31q | +19.8%+$1.5M |
| TWO SIGMA INVESTMENTS, LP | $9.0M | 1,035,449 | 0.01% | 2q | +235.8%+$6.4M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $8.8M | 1,005,593 | 0.03% | 4q | +12.5%+$974.2K |
| Public Sector Pension Investment Board | $8.2M | 941,290 | 0.01% | 31q | +92.4%+$3.9M |
| VANGUARD FIDUCIARY TRUST CO | $8.1M | 930,636 | 0.00% | 2q | +3.2%+$253.4K |
| RENAISSANCE TECHNOLOGIES LLC | $7.9M | 902,127 | 0.01% | 22q | -6.7%-$562.9K |
| Hillsdale Investment Management Inc. | $7.9M | 899,000 | 0.18% | new | NEW |
| Jupiter Topco LLC | $7.6M | 875,202 | 0.00% | new | FIRST |
| Bank of New York Mellon Corp | $7.4M | 843,043 | 0.00% | 31q | +2.7%+$195.2K |
| Assenagon Asset Management S.A. | $6.8M | 778,692 | 0.00% | 19q | +96.3%+$3.3M |
| TUDOR INVESTMENT CORP ET AL | $5.9M | 670,247 | 0.01% | 4q | +167.6%+$3.7M |
| Empowered Funds, LLC | $5.8M | 659,820 | 0.03% | 13q | +19.2%+$930.3K |
| UBS Group AG | $5.2M | 593,376 | 0.00% | 31q | +54.9%+$1.8M |
| KENNEDY CAPITAL MANAGEMENT LLC | $4.9M | 562,935 | 0.09% | 6q | -1.8%-$91.8K |
| Man Group plc | $4.9M | 558,716 | 0.01% | 3q | +7.6%+$346.8K |
| AMERIPRISE FINANCIAL INC | $4.6M | 521,743 | 0.00% | 31q | -48.2%-$4.2M |
| Tensile Capital Management LP | $4.3M | 490,277 | 0.59% | 6q | -42.3%-$3.1M |
| First Eagle Investment Management, LLC | $4.2M | 483,358 | 0.01% | 18q | -8.2%-$375.8K |
| VALUEWORKS LLC | $4.2M | 478,465 | 0.87% | new | NEW |
| FRANKLIN RESOURCES INC | $4.0M | 462,247 | 0.00% | 20q | +17.5%+$602.6K |
| Bastion Asset Management Inc. | $4.0M | 474,317 | 1.37% | 2q | -46.9%-$3.6M |
| Russell Investments Group, Ltd. | $4.0M | 458,829 | 0.00% | 31q | +9.1%+$333.9K |
| ALGERT GLOBAL LLC | $3.9M | 448,000 | 0.05% | 3q | +204.4%+$2.6M |
| BNP PARIBAS FINANCIAL MARKETS | $3.9M | 447,404 | 0.00% | 31q | +1.3%+$49.8K |
| Simcoe Capital LLC | $3.8M | 437,298 | 2.33% | 3q | -19.7%-$935.0K |
| Nuveen, LLC | $3.7M | 421,674 | 0.00% | 6q | +9.1%+$306.5K |
| FIRST TRUST ADVISORS LP | $3.5M | 395,178 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $3.3M | 378,243 | 0.00% | 31q | -24.1%-$1.1M |
| FMR LLC | $3.1M | 359,899 | 0.00% | 31q | -31.7%-$1.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.1M | 355,880 | 0.00% | 31q | -8.3%-$281.0K |
| RHUMBLINE ADVISERS | $3.1M | 353,361 | 0.00% | 31q | -14.1%-$506.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.0M | 124,085 | 0.00% | 31q | +101.7%+$1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | $3.0M | 342,515 | 0.01% | 2q | -13.7%-$476.5K |
| Legal & General Group Plc | $2.8M | 317,869 | 0.00% | 31q | +0.9%+$24.5K |
| Swiss National Bank | $2.5M | 280,800 | 0.00% | 31q | +2.0%+$48.9K |
| VICTORY CAPITAL MANAGEMENT INC | $2.3M | 267,352 | 0.00% | 31q | +19.3%+$377.8K |
| Guinness Asset Management LTD | $2.2M | 256,264 | 0.04% | 31q | -13.9%-$361.5K |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.2M | 256,023 | 0.00% | 31q | +2.9%+$63.5K |
| MILLENNIUM MANAGEMENT LLC | $2.2M | 253,737 | 0.00% | 31q | -45.6%-$1.9M |
| Edgestream Partners, L.P. | $2.2M | 252,977 | 0.07% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $2.1M | 241,018 | 0.00% | 31q | -27.2%-$787.1K |
| CoreCommodity Management, LLC | $2.1M | 239,423 | 0.42% | 9q | +30.1%+$484.2K |
| CITADEL ADVISORS LLC | $2.0M | 146,603 | 0.00% | 31q | -85.5%-$11.9M |
| VOYA INVESTMENT MANAGEMENT LLC | $1.9M | 217,060 | 0.00% | 31q | +2.4%+$45.0K |
| Glenorchy Capital Ltd | $1.8M | 210,068 | 0.07% | 11q | +1.1%+$20.0K |
| ROYCE & ASSOCIATES LP | $1.7M | 198,922 | 0.01% | 6q | -6.9%-$127.9K |
| INTECH INVESTMENT MANAGEMENT LLC | $1.7M | 198,136 | 0.02% | 9q | +398.3%+$1.4M |
| SEI INVESTMENTS CO | $1.7M | 193,771 | 0.00% | 23q | -42.3%-$1.2M |
| Gotham Asset Management, LLC | $1.6M | 185,793 | 0.00% | new | NEW |
| Orion Porfolio Solutions, LLC | $1.6M | 185,290 | 0.01% | 22q | +41.2%+$472.7K |
| BARCLAYS PLC | $1.5M | 175,062 | 0.00% | 31q | +70.9%+$634.8K |
| ALLIANCEBERNSTEIN L.P. | $1.4M | 146,330 | 0.00% | 31q | +11.3%+$147.4K |
| CLOUGH CAPITAL PARTNERS L P | $1.4M | 158,336 | 0.11% | new | NEW |
| XTX Topco Ltd | $1.3M | 150,705 | 0.02% | 5q | +34.1%+$335.0K |
| Graham Capital Management, L.P. | $1.3M | 150,576 | 0.02% | 3q | +261.9%+$952.4K |
| DEUTSCHE BANK AG\ | $1.3M | 150,145 | 0.00% | 34q | -89.6%-$11.3M |
| Y-Intercept (Hong Kong) Ltd | $1.3M | 149,274 | 0.03% | 3q | +55.3%+$464.8K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $1.3M | 148,350 | 0.02% | 4q | +1.5%+$19.6K |
| D. E. Shaw & Co., Inc. | $1.3M | 147,620 | 0.00% | 18q | -68.7%-$2.8M |
| Quantbot Technologies LP | $1.2M | 138,184 | 0.05% | 2q | +669.4%+$1.1M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $1.2M | 137,617 | 0.00% | 31q | -52.8%-$1.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.2M | 135,154 | 0.00% | 6q | -7.5%-$95.3K |
| OP Asset Management Ltd | $1.2M | 132,142 | 0.01% | 2q | HELD |
| Brevan Howard Capital Management LP | $1.1M | 130,360 | 0.01% | 6q | +390.0%+$906.8K |
| CITIGROUP INC | $1.1M | 129,913 | 0.00% | 31q | +156.0%+$691.9K |
| Louisiana State Employees Retirement System | $1.1M | 120,700 | 0.01% | 31q | +98.8%+$559.1K |
| AQR CAPITAL MANAGEMENT LLC | $1.1M | 127,099 | 0.00% | 18q | -39.0%-$709.2K |
| WELLS FARGO & COMPANY/MN | $1.1M | 126,973 | 0.00% | 31q | +15.0%+$145.0K |
| Nierenberg Investment Management Company, LLC | $1.1M | 124,450 | 0.54% | 18q | HELD |
| Amundi | $1.1M | 123,647 | 0.00% | 14q | +14.0%+$132.3K |
| Schonfeld Strategic Advisors LLC | $1.1M | 123,016 | 0.00% | new | NEW |
| SummerHaven Investment Management, LLC | $1.0M | 116,582 | 0.55% | 4q | HELD |
| JANE STREET GROUP, LLC | $999.0K | options only | 0.00% | 26q | OPTIONS |
| GUGGENHEIM CAPITAL LLC | $951.5K | 108,863 | 0.01% | 31q | +61.9%+$363.9K |
| VANGUARD ASSET MANAGEMENT, Ltd | $934.6K | 106,934 | 0.00% | 2q | +20.9%+$161.6K |
| Quantinno Capital Management LP | $904.9K | 103,532 | 0.00% | 7q | +47.9%+$293.0K |
| Creative Planning | $869.4K | 99,473 | 0.00% | 8q | +96.2%+$426.3K |
Showing the largest 100 of 287 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 273 | $1.2B | 135,605,413 | 44 | 103 | 71 | 0.3% |
| Q1 2026 | 257 | $1.3B | 125,310,245 | 39 | 85 | 86 | 1.1% |
| Q4 2025 | 244 | $752.1M | 119,975,786 | 46 | 79 | 64 | 0.0% |
| Q3 2025 | 224 | $793.8M | 120,505,477 | 31 | 63 | 86 | 0.4% |
| Q2 2025 | 231 | $773.6M | 123,527,656 | 32 | 75 | 76 | 0.4% |
| Q1 2025 | 234 | $1.1B | 127,803,812 | 47 | 75 | 77 | 0.2% |
| Q4 2024 | 221 | $1.2B | 133,860,938 | 27 | 71 | 77 | 0.1% |
| Q3 2024 | 213 | $1.4B | 129,311,585 | 25 | 73 | 75 | 0.3% |
| Q2 2024 | 220 | $1.6B | 131,912,412 | 37 | 68 | 78 | 0.3% |
| Q1 2024 | 198 | $1.5B | 137,629,114 | 23 | 59 | 82 | 1.1% |
| Q4 2023 | 214 | $1.4B | 137,369,523 | 11 | 62 | 89 | 0.7% |
| Q3 2023 | 219 | $1.5B | 132,485,520 | 49 | 61 | 80 | 0.7% |
| Q2 2023 | 187 | $982.2M | 132,985,785 | 13 | 64 | 76 | 0.1% |
| Q1 2023 | 195 | $1.0B | 130,039,735 | 33 | 58 | 76 | 0.2% |
| Q4 2022 | 160 | $788.5M | 106,961,259 | 28 | 56 | 52 | 0.2% |
| Q3 2022 | 190 | $517.0M | 133,216,462 | 27 | 68 | 60 | 0.5% |
| Q2 2022 | 188 | $430.7M | 138,617,469 | 21 | 60 | 64 | 0.2% |
| Q1 2022 | 189 | $656.9M | 137,012,917 | 29 | 60 | 62 | 0.2% |
| Q4 2021 | 182 | $411.9M | 131,837,683 | 25 | 65 | 57 | 0.1% |
| Q3 2021 | 174 | $531.7M | 136,511,307 | 22 | 46 | 62 | 0.3% |
| Q2 2021 | 176 | $807.8M | 140,774,573 | 21 | 57 | 60 | 0.4% |
| Q1 2021 | 181 | $698.6M | 137,629,340 | 27 | 47 | 59 | 0.4% |
| Q4 2020 | 173 | $574.4M | 136,251,763 | 26 | 59 | 48 | 0.4% |
| Q3 2020 | 170 | $318.5M | 131,831,181 | 21 | 54 | 54 | 0.2% |
| Q2 2020 | 173 | $450.5M | 129,497,772 | 33 | 61 | 51 | 0.2% |
| Q1 2020 | 173 | $240.4M | 146,529,839 | 17 | 52 | 72 | 0.0% |
| Q4 2019 | 222 | $1.4B | 142,925,528 | 34 | 64 | 67 | 0.1% |
| Q3 2019 | 199 | $1.2B | 142,679,033 | 28 | 60 | 59 | 0.1% |
| Q2 2019 | 197 | $1.3B | 151,368,382 | 19 | 59 | 62 | 0.1% |
| Q1 2019 | 213 | $1.1B | 142,555,690 | 21 | 73 | 69 | 0.2% |
| Q4 2018 | 223 | $788.7M | 145,001,381 | 7 | 3 | 3 | 0.2% |