Helix Energy Solutions Group Ownership | Who Owns Helix Energy Solutions Group?
Helix Energy Solutions Group Ownership Summary
Helix Energy Solutions Group is owned by 89.19% institutional investors, 6.55% insiders, and 4.26% 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 5.67% of its assets in Helix Energy Solutions Group shares.
HLX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Helix Energy Solutions Group | 89.19% | 6.55% | 4.26% |
| Sector | Energy Stocks | 42.55% | 14.74% | 42.71% |
| Industry | Oil & Gas Equipment & Services Stocks | 53.28% | 12.23% | 34.49% |
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 |
| Acuitas investments | 343.40K | 2.63% | $3.20M |
| 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 |
| Foundry partners | 508.83K | 0.24% | $4.74M |
| Oberweis asset management inc/ | 501.70K | 0.22% | $4.68M |
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 |
| Gate city capital management | - | - | -1.11M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 651.24K | 0.00% | 651.24K | $6.07M |
| Lmr partners llp | 400.00K | 0.03% | 400.00K | $3.73M |
| Schroder investment management group | 37.79K | 0.00% | 37.79K | $352.18K |
| Sg americas securities | 34.43K | 0.00% | 34.43K | $411.00K |
| Intech investment management | 31.10K | 0.00% | 31.10K | $371.29K |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Mendota financial group | -22.00 |
| Coppell advisory solutions | -26.00 |
| Nelson, van denburg & campbell wealth management group | -28.00 |
| International assets investment management | -47.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 257 | 6.20% | 134,706,377 | -3.94% | 89 | 1.05% | 139 | 18.80% | 83 | -5.68% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8.59M | 5.67% | -5.36K |
| Vanguard Total Stock Mkt Idx Inv | 4.69M | 3.10% | 138.39K |
| Vanguard US Total Market Shares ETF | 4.56M | 3.02% | 6.39K |
| Avantis US Small Cap Value ETF | 4.37M | 2.89% | 2.50K |
| iShares Russell 2000 ETF | 3.70M | 2.44% | 1.81K |
| DFA US Small Cap Value I | 2.22M | 1.47% | -49.68K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.22M | 1.47% | 3.28K |
| Invesco Small Cap Value A | 2.16M | 1.43% | 2.16M |
| VanEck Oil Services ETF | 2.11M | 1.39% | -79.36K |
| Vanguard Small Cap Index | 1.79M | 1.18% | 2.10K |
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 | - | - |
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