Helix Energy Solutions Group Ownership | Who Owns Helix Energy Solutions Group?
Helix Energy Solutions Group Ownership Summary
Helix Energy Solutions Group is owned by 52.09% institutional investors, 6.68% insiders, and 41.23% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.56% of HLX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.83% of its assets in Helix Energy Solutions Group shares.
HLX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Helix Energy Solutions Group | 52.09% | 6.68% | 41.23% |
| Sector | Energy Stocks | 44.66% | 13.80% | 41.54% |
| Industry | Oil & Gas Equipment & Services Stocks | 54.65% | 11.64% | 33.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 23.64M | 15.56% | $220.36M |
| Blackrock | 23.29M | 15.29% | $278.10M |
| Vanguard group | 14.05M | 9.25% | $130.94M |
| Dimensional fund advisors lp | 10.76M | 7.08% | $100.28M |
| Pacer advisors | 6.55M | 4.31% | $61.02M |
| State street | 6.42M | 4.21% | $76.63M |
| American century companies | 4.73M | 3.11% | $44.06M |
| Encompass capital advisors | 4.10M | 2.70% | $38.24M |
| Wellington management group llp | 3.28M | 2.16% | $30.59M |
| Geode capital management | 3.25M | 2.14% | $30.31M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pacific global investment management | 412.73K | 4.95% | $3.85M |
| Pickering energy partners lp | 30.00K | 3.93% | $279.60K |
| Acuitas investments | 343.40K | 2.63% | $3.20M |
| Forge first asset management | 597.10K | 2.00% | $5.56M |
| Sir capital management | 1.71M | 1.64% | $15.90M |
| Encompass capital advisors | 4.10M | 1.44% | $38.24M |
| Glenorchy capital | 194.24K | 1.06% | $1.81M |
| Systematic financial management lp | 2.91M | 0.69% | $27.08M |
| Nierenberg investment management company | 124.45K | 0.64% | $1.16M |
| Centerbook partners lp | 1.02M | 0.57% | $9.47M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 2.47M | 0.03% | 1.93M |
| Encompass capital advisors | 4.10M | 1.44% | 1.63M |
| Ubs group | 1.44M | 0.00% | 1.21M |
| Pacer advisors | 6.55M | 0.13% | 923.48K |
| Bridgeway capital management | 998.49K | 0.21% | 879.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 23.29M | 0.01% | -2.14M |
| Morgan stanley | 2.75M | 0.00% | -1.42M |
| Mirae asset global investments | 26.18K | 0.00% | -1.33M |
| Webs creek capital management lp | - | - | -1.30M |
| Point72 asset management | 277.83K | 0.01% | -1.27M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 651.24K | 0.00% | 651.24K | $6.07M |
| Forge first asset management | 597.10K | 2.00% | 597.10K | $5.56M |
| Lmr partners llp | 400.00K | 0.03% | 400.00K | $3.73M |
| Vident advisory | 44.69K | 0.01% | 44.69K | $533.65K |
| Schroder investment management group | 37.79K | 0.00% | 37.79K | $352.18K |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Mendota financial group | -22.00 |
| Nelson, van denburg & campbell wealth management group | -28.00 |
| International assets investment management | -47.00 |
| Capital performance advisors llp | -49.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 122 | -49.79% | 79,132,079 | -41.30% | 52 | 0.66% | 57 | -50.86% | 41 | -52.33% |
| Sep 30, 2024 | 241 | -1.63% | 134,683,553 | -2.12% | 88 | 1.09% | 116 | -4.13% | 86 | -2.27% |
| Jun 30, 2024 | 243 | 8.97% | 137,580,810 | 2.34% | 90 | 1.16% | 119 | 26.60% | 88 | -10.20% |
| Mar 31, 2024 | 223 | -9.35% | 134,435,395 | -3.22% | 88 | 1.04% | 94 | -4.08% | 98 | -9.26% |
| Dec 31, 2023 | 246 | -4.65% | 138,913,801 | -1.91% | 92 | 1.04% | 98 | -24.03% | 108 | 13.68% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8.84M | 5.83% | 6.12K |
| Vanguard US Total Market Shares ETF | 4.56M | 3.02% | 6.39K |
| Vanguard Total Stock Mkt Idx Inv | 4.53M | 3.00% | 6.18K |
| Avantis US Small Cap Value ETF | 4.27M | 2.82% | 2.02K |
| iShares Russell 2000 ETF | 3.79M | 2.50% | -32.84K |
| VanEck Oil Services ETF | 2.51M | 1.66% | -105.87K |
| DFA US Small Cap Value I | 2.27M | 1.50% | -127.54K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.16M | 1.43% | 3.50K |
| Vanguard Small Cap Index | 1.84M | 1.22% | 1.54K |
| Columbia Acorn Inst | 1.71M | 1.13% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 30, 2024 | Neikirk Kenneth English | EVP, GEN COUNSEL & SECRETARY | Sell | $770.20K |
| Dec 10, 2024 | Sparks Scott Andrew | EVP & COO | Sell | $1.68M |
| Dec 10, 2024 | Glassman Diana | - | Sell | $159.06K |
| Oct 03, 2024 | KRATZ OWEN E | PRESIDENT & CEO | Sell | $3.56M |
| Jun 20, 2024 | Glassman Diana | - | Sell | $30.06K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 6 |
| 2024 Q1 | - | - |
HLX Ownership FAQ
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