Who owns Helix Energy Solutions Group, Inc. (HLX)
Which tracked institutional funds hold HLX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HLX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on HLX is one-sided between 2025-Q4 and 2026-Q1: 103 added or opened and 28 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HLX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HLX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HLX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 273 tracked filers holding HLX, 136 increased or opened the position and 135 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HLX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 14
- VANGUARD PORTFOLIO MANAGEMENT LLC$62M
- VANGUARD CAPITAL MANAGEMENT LLC$60M
- Boston Partners$29M
- VANGUARD FIDUCIARY TRUST CO$9M
- Bastion Asset Management Inc.$9M
- Connor, Clark & Lunn Investment Management Ltd.$4M
Full exits 15
- VANGUARD GROUP INC$75M
- Point72 Asset Management, L.P.$7M
- Balyasny Asset Management L.P.$6M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$4M
- JANE STREET GROUP, LLC$4M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
Largest adds
- DIMENSIONAL FUND ADVISORS LP$34M
- Invesco Ltd.$34M
- STATE STREET CORP$27M
- AMERICAN CENTURY COMPANIES INC$19M
- BNP PARIBAS ASSET MANAGEMENT Holding S.A.$17M
- VAN ECK ASSOCIATES CORP$16M
Largest trims
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$11M
- CenterBook Partners LP$7M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$5M
- D. E. Shaw & Co., Inc.$3M
- VOYA INVESTMENT MANAGEMENT LLC$2M
- BARCLAYS PLC$828K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 14,963,829 | $148M | 11.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 8,959,806 | $89M | 6.6% | 2026-Q1 |
| STATE STREET CORP added | 6,709,503 | $66M | 4.9% | 2026-Q1 |
| Invesco Ltd. added | 6,549,503 | $65M | 4.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,234,761 | $62M | 4.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,044,695 | $60M | 4.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 5,197,560 | $51M | 3.8% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 4,595,933 | $45M | 3.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,571,495 | $35M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,358,897 | $33M | 2.5% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 3,022,408 | $30M | 2.2% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 2,958,544 | $29M | 2.2% | 2026-Q1 |
| Boston Partners new | 2,950,746 | $29M | 2.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 2,875,521 | $28M | 2.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,593,970 | $26M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,088,878 | $21M | 1.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,991,259 | $20M | 1.5% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO trimmed | 1,730,815 | $17M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,685,097 | $17M | 1.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,443,954 | $14M | 1.1% | 2026-Q1 |
| GATE CITY CAPITAL MANAGEMENT, LLC trimmed | 1,297,832 | $13M | 1.0% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 1,274,502 | $13M | 0.9% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 1,055,411 | $10M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,007,876 | $10M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 994,072 | $10M | 0.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 966,527 | $10M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 901,645 | $9M | 0.7% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 894,123 | $9M | 0.7% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 883,786 | $9M | 0.7% | 2026-Q1 |
| Bastion Asset Management Inc. new | 893,824 | $9M | 0.6% | 2026-Q1 |
| Tensile Capital Management LP | 849,946 | $8M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 820,714 | $8M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 577,979 | $6M | 0.4% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 573,439 | $6M | 0.4% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 553,380 | $5M | 0.4% | 2026-Q1 |
| Simcoe Capital LLC trimmed | 544,276 | $5M | 0.4% | 2026-Q1 |
| Pacer Advisors, Inc. added | 535,997 | $5M | 0.4% | 2026-Q1 |
| FMR LLC trimmed | 526,848 | $5M | 0.4% | 2026-Q1 |
| First Eagle Investment Management, LLC trimmed | 526,358 | $5M | 0.4% | 2026-Q1 |
| Man Group plc added | 519,035 | $5M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 503,411 | $5M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 498,348 | $5M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 489,352 | $5M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 466,152 | $5M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 457,123 | $5M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 441,705 | $4M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 420,628 | $4M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 411,324 | $4M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 397,039 | $4M | 0.3% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 396,637 | $4M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 393,298 | $4M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 388,029 | $4M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 386,607 | $4M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 383,090 | $4M | 0.3% | 2026-Q1 |
| CSM Advisors, LLC trimmed | 358,475 | $4M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 335,854 | $3M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 331,076 | $3M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 321,834 | $3M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 315,064 | $3M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 308,343 | $3M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 300,000 | $3M | 0.2% | 2026-Q1 |
| Guinness Asset Management LTD added | 297,624 | $3M | 0.2% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 291,502 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank | 275,200 | $3M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 250,440 | $2M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 248,759 | $2M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 224,130 | $2M | 0.2% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 213,560 | $2M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 211,907 | $2M | 0.2% | 2026-Q1 |
| Glenorchy Capital Ltd added | 207,774 | $2M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 202,826 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 187,921 | $2M | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC added | 184,927 | $2M | 0.1% | 2026-Q1 |
| CoreCommodity Management, LLC trimmed | 184,020 | $2M | 0.1% | 2026-Q1 |
| Trexquant Investment LP trimmed | 168,632 | $2M | 0.1% | 2026-Q1 |
| OP Asset Management Ltd new | 132,142 | $2M | 0.1% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 146,102 | $1M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 146,056 | $1M | 0.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 140,250 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 11,924,827 | $75M | 5.6% | 2025-Q4 stale |
| Encompass Capital Advisors LLC trimmed | 3,806,807 | $24M | 1.8% | 2025-Q2 stale |
| Fisher Asset Management, LLC trimmed | 2,254,930 | $15M | 1.1% | 2025-Q3 stale |
| SIR Capital Management, L.P. added | 1,225,162 | $8M | 0.6% | 2025-Q2 stale |
| Point72 Asset Management, L.P. added | 1,089,044 | $7M | 0.5% | 2025-Q4 stale |
| Balyasny Asset Management L.P. trimmed | 925,829 | $6M | 0.4% | 2025-Q4 stale |
| Acuitas Investments, LLC added | 681,610 | $4M | 0.3% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 710,543 | $4M | 0.3% | 2025-Q4 stale |
| Foundry Partners, LLC trimmed | 505,810 | $4M | 0.3% | 2025-Q1 stale |
| FIRST MANHATTAN CO. LLC. added | 600,000 | $4M | 0.3% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 599,326 | $4M | 0.3% | 2025-Q4 stale |
| FIRST TRUST ADVISORS LP added | 557,638 | $4M | 0.3% | 2025-Q3 stale |
| PACIFIC GLOBAL INVESTMENT MANAGEMENT CO added | 414,733 | $3M | 0.3% | 2025-Q1 stale |
| OBERWEIS ASSET MANAGEMENT INC/ | 501,700 | $3M | 0.2% | 2025-Q2 stale |
| HRT FINANCIAL LP added | 331,916 | $3M | 0.2% | 2025-Q1 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 22,676 | $3M | 0.2% | 2025-Q4 stale |
| Sourcerock Group LLC trimmed | 363,347 | $2M | 0.2% | 2025-Q2 stale |
| TWINBEECH CAPITAL LP new | 233,875 | $2M | 0.1% | 2025-Q1 stale |
| Verition Fund Management LLC added | 234,863 | $1M | 0.1% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 231,271 | $1M | 0.1% | 2025-Q4 stale |
| Engineers Gate Manager LP trimmed | 230,740 | $1M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.