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Helix Energy Solutions Group Ownership | Who Owns Helix Energy Solutions Group?

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Helix Energy Solutions Group Ownership Summary

Helix Energy Solutions Group is owned by 90.29% institutional investors, 5.99% insiders, and 3.71% retail investors. Blackrock is the largest institutional shareholder, holding 15.29% of HLX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.00% of its assets in Helix Energy Solutions Group shares.

HLX Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockHelix Energy Solutions Group90.29%5.99%3.71%
SectorEnergy Stocks 58.70%12.76%28.54%
IndustryOil & Gas Equipment & Services Stocks72.43%7.94%19.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock23.29M15.29%$278.10M
Vanguard group13.68M8.98%$163.39M
Dimensional fund advisors lp11.02M7.23%$131.56M
Pacer advisors6.86M4.50%$81.86M
State street6.42M4.21%$76.63M
American century companies3.41M2.24%$40.76M
Geode capital management3.26M2.14%$38.95M
Wellington management group llp3.20M2.10%$38.17M
Millennium management3.15M2.07%$37.62M
Morgan stanley2.75M1.81%$32.87M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Encompass capital advisors2.12M1.37%$25.36M
Acuitas investments176.22K1.13%$2.10M
Doheny asset management /ca164.58K1.12%$1.97M
Glenorchy capital271.28K1.00%$3.24M
Pacific global investment management414.80K0.94%$4.95M
Systematic financial management lp2.24M0.81%$26.80M
Centerbook partners lp1.02M0.76%$12.19M
Nierenberg investment management company111.56K0.75%$1.33M
Sir capital management500.93K0.59%$5.98M
Affinity wealth management199.27K0.43%$2.38M

Top Buyers

HolderShares% AssetsChange
Pacer advisors6.86M0.19%6.86M
Mirae asset global etfs2.05M0.06%2.05M
Assenagon asset management2.31M0.06%985.10K
Bnp paribas asset management959.04K0.03%959.04K
Voya investment management2.07M0.03%766.16K

Top Sellers

HolderShares% AssetsChange
Blackrock23.29M0.01%-2.14M
Balyasny asset management1.63M0.03%-1.78M
Morgan stanley2.75M0.00%-1.42M
Mirae asset global investments26.18K0.00%-1.33M
Gate city capital management---1.11M

New Positions

HolderShares% AssetsChangeValue
Pacer advisors6.86M0.19%6.86M$81.86M
Mirae asset global etfs2.05M0.06%2.05M$24.48M
Bnp paribas asset management959.04K0.03%959.04K$11.45M
Affinity wealth management199.27K0.43%199.27K$2.38M
Healthcare of ontario pension plan trust fund190.00K0.01%190.00K$2.27M

Sold Out

HolderChange
Tfc financial management-1.00
Nelson, van denburg & campbell wealth management group-28.00
International assets investment management-47.00
Gradient investments-51.00
Sjs investment consulting-95.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20242438.97%137,580,8102.34%901.16%11926.60%88-10.20%
Mar 31, 2024223-9.35%134,435,395-3.22%881.04%94-4.08%98-9.26%
Dec 31, 2023246-4.65%138,913,801-1.91%921.04%98-24.03%10813.68%
Sep 30, 202325820.56%141,622,9650.33%941.07%12937.23%956.74%
Jun 30, 2023214-7.36%141,157,773-2.72%931.02%94-7.84%89-5.32%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF9.12M6.00%9.58K
Pacer US Small Cap Cash Cows 100 ETF5.55M3.65%-1.43K
Vanguard Total Stock Mkt Idx Inv4.52M2.97%-40.25K
iShares Russell 2000 ETF3.70M2.43%-8.33K
Avantis US Small Cap Value ETF3.69M2.42%-
DFA US Small Cap Value I2.46M1.62%55.28K
Vanguard Institutional Extnd Mkt Idx Tr2.21M1.45%668.00
Orbis SICAV Global Bal Instl Inv2.13M1.40%82.98K
VanEck Oil Services ETF1.99M1.31%-
Vanguard Small Cap Index1.81M1.19%3.55K

Recent Insider Transactions

DateNameRoleActivityValue
Oct 03, 2024KRATZ OWEN E PRESIDENT & CEOSell$3.56M
Jun 20, 2024Glassman Diana-Sell$30.06K
May 23, 2024KRATZ OWEN E PRESIDENT & CEOSell$12.07K
May 21, 2024KRATZ OWEN E PRESIDENT & CEOSell$1.94M
May 20, 2024KRATZ OWEN E PRESIDENT & CEOSell$1.68M

Insider Transactions Trends

DateBuySell
2024 Q4-1
2024 Q3--
2024 Q2-6
2024 Q1--
2023 Q4--

HLX Ownership FAQ

Who Owns Helix Energy Solutions Group?

Helix Energy Solutions Group shareholders are primarily institutional investors at 90.29%, followed by 5.99% insiders and 3.72% retail investors. The average institutional ownership in Helix Energy Solutions Group's industry, Oil & Gas Equipment & Services Stocks, is 72.43%, which Helix Energy Solutions Group exceeds.

Who owns the most shares of Helix Energy Solutions Group?

Helix Energy Solutions Group’s largest shareholders are Blackrock (23.29M shares, 15.29%), Vanguard group (13.68M shares, 8.98%), and Dimensional fund advisors lp (11.02M shares, 7.23%). Together, they hold 31.50% of Helix Energy Solutions Group’s total shares outstanding.

Does Blackrock own Helix Energy Solutions Group?

Yes, BlackRock owns 15.29% of Helix Energy Solutions Group, totaling 23.29M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 278.1M$. In the last quarter, BlackRock decreased its holdings by -2.14M shares, a -8.42% change.

Who is Helix Energy Solutions Group’s biggest shareholder by percentage of total assets invested?

Encompass capital advisors is Helix Energy Solutions Group’s biggest shareholder by percentage of total assets invested, with 1.37% of its assets in 2.12M Helix Energy Solutions Group shares, valued at 25.36M$.

Who is the top mutual fund holder of Helix Energy Solutions Group shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Helix Energy Solutions Group shares, with 6.00% of its total shares outstanding invested in 9.12M Helix Energy Solutions Group shares.

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