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Helix Energy Solutions Group (HLX)

CUSIP: 42330P107 | NYSE | Energy · Oil & Gas Equipment & Services | Small Cap | 975 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.21,257,80211.5%New 5%+ stakeSep 30, 202622,731,079 sh (Jun 30, 2026)
13DAsof HOS GP, LLC
with Assf IV HOS AIV 2, L.P., Asof HOS AIV 2, L.P., Assf IV HOS AIV 1, L.P., +15 more
61,738,41323.7%New 5%+ stakeSep 1, 2026No 13F filer matched
13GWhitebox General Partner LLC
with Whitebox Multi-Strategy Partners, LP
37,873,69615.0%New 5%+ stakeSep 1, 2026No 13F filer matched
13GSeries E of Merced Capital Partners, LLC11,733,1065.3%New 5%+ stakeSep 1, 2026No 13F filer matched
13G/ABlackRock, Inc.21,257,802
11.5% of class · Sep 30, 2026New 5%+ stake
22,731,079 sh (Jun 30, 2026)
13DAsof HOS GP, LLC61,738,413
23.7% of class · Sep 1, 2026New 5%+ stake
with Assf IV HOS AIV 2, L.P., Asof HOS AIV 2, L.P., Assf IV HOS AIV 1, L.P., +15 more
No 13F filer matched
13GWhitebox General Partner LLC37,873,696
15.0% of class · Sep 1, 2026New 5%+ stake
with Whitebox Multi-Strategy Partners, LP
No 13F filer matched
13GSeries E of Merced Capital Partners, LLC11,733,106
5.3% of class · Sep 1, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP9,327,394
0.0% of portfolio›$71.7M
Principal Financial Group Inc3,906,375
0.0% of portfolio›$30.0M
Geode Capital Management, LLC3,528,740
0.0% of portfolio›$27.1M
Assenagon Asset Management S.A.1,952,135
0.0% of portfolio›$15.0M
Bank of New York Mellon Corp823,017
0.0% of portfolio›$6.3M
Bastion Asset Management Inc.694,145
2.3% of portfolio›$5.4M
Y-Intercept (Hong Kong) Ltd579,578
0.1% of portfolio›$4.5M
Simcoe Capital LLC476,132
2.5% of portfolio›$3.7M
Russell Investments Group, Ltd.473,104
0.0% of portfolio›$3.6M
Barclays PLC326,884
0.0% of portfolio›$2.5M
Guinness Asset Management LTD251,507
0.0% of portfolio›$1.9M
Citigroup Inc169,067
0.0% of portfolio›$1.3M
Amundi161,676
0.0% of portfolio›$1.2M
Wolverine Asset Management LLC148,579
0.0% of portfolio›$1.1M
Deutsche Bank Ag\140,702
0.0% of portfolio›$1.1M
OP Asset Management Ltd132,142
0.0% of portfolio›$1.0M
MacKenzie Financial Corp130,000
0.0% of portfolio›$999.7K
New York State Teachers Retirement System118,863
0.0% of portfolio›$914
Keystone Wealth Services, LLC115,555
0.2% of portfolio›$890.9K
Lanark Financial, Inc.97,270
0.1% of portfolio›$748.0K
Creative Planning93,387
0.0% of portfolio›$718.1K
Thrivent Financial for Lutherans87,177
0.0% of portfolio›$670
Illinois Municipal Retirement Fund80,218
0.0% of portfolio›$616.9K
Nisa Investment Advisors, LLC70,466
0.0% of portfolio›$541.9K
Mitsubishi UFJ Asset Management Co., Ltd.69,969
0.0% of portfolio›$538.1K
Allspring Global Investments Holdings, LLC64,863
0.0% of portfolio›$505.3K
Louisiana State Employees Retirement System58,400
0.0% of portfolio›$449.1K
CenterBook Partners LP53,234
0.0% of portfolio›$409.4K
Oppenheimer & Co Inc45,000
0.0% of portfolio›$346.1K
Great Lakes Advisors, LLC39,970
0.0% of portfolio›$307.4K
Arizona State Retirement System39,419
0.0% of portfolio›$303.1K
Strs Ohio38,200
0.0% of portfolio›$293.8K
Amalgamated Bank35,638
0.0% of portfolio›$274
Yousif Capital Management, LLC34,978
0.0% of portfolio›$269.0K
Fifth Third Bancorp32,522
0.0% of portfolio›$250.1K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS32,294
0.0% of portfolio›$248.3K
PNC Financial Services Group, Inc.31,060
0.0% of portfolio›$238.9K
Maryland State Retirement & Pension System30,927
0.0% of portfolio›$237.8K
Oregon Public Employees Retirement Fund30,701
0.0% of portfolio›$236.1K
State of Alaska, Department of Revenue27,656
0.0% of portfolio›$212
Inscription Capital, LLC26,521
0.0% of portfolio›$203.9K
MQS Management LLC26,103
0.1% of portfolio›$200.7K
Steinberganna Wealth Management24,520
0.1% of portfolio›$188.6K
Pictet Asset Management Holding SA24,021
0.0% of portfolio›$184.7K
Profund Advisors LLC22,218
0.0% of portfolio›$170.9K
Commonwealth Equity Services, LLC20,009
0.0% of portfolio›$153.9K
Ashton Thomas Private Wealth, LLC19,992
0.0% of portfolio›$153.7K
ProShare Advisors LLC19,295
0.0% of portfolio›$148.4K
Oak Thistle LLC19,134
0.0% of portfolio›$147.1K
Assetmark, Inc18,744
0.0% of portfolio›$144.1K
Calamos Advisors LLC15,970
0.0% of portfolio›$122.8K
LPL Financial LLC15,934
0.0% of portfolio›$122.5K
Mutual of America Capital Management LLC15,640
0.0% of portfolio›$120.3K
Xponance LLC13,303
0.0% of portfolio›$102.3K
CIBC Asset Management Inc12,801
0.0% of portfolio›$98.4K
Nykredit A/S12,442
0.0% of portfolio›$95.7K
Virginia Retirement Systems ET Al12,000
0.0% of portfolio›$92.3K
111 Capital11,885
0.0% of portfolio›$91.4K
Aaron Wealth Advisors LLC11,842
0.0% of portfolio›$91.1K
Anson Capital, Inc.11,693
0.1% of portfolio›$89.9K
Swiss Life Asset Management Ltd10,970
0.0% of portfolio›$84.4K
Worth Asset Management, LLC10,605
0.0% of portfolio›$81.6K
Crossmark Global Holdings, Inc.10,130
0.0% of portfolio›$77.9K
Guinness Atkinson Asset Management Inc9,703
0.0% of portfolio›$74.6K
Parkside Financial Bank & Trust8,125
0.0% of portfolio›$62.5K
State of Wyoming8,113
0.0% of portfolio›$62.4K
Versant Capital Management, Inc4,762
0.0% of portfolio›$36.6K
Gamma Investing LLC3,577
0.0% of portfolio›$27.5K
Sterling Capital Management LLC3,216
0.0% of portfolio›$24.7K
DekaBank Deutsche Girozentrale2,630
0.0% of portfolio›$20
Simplex Trading, LLC2,355
0.0% of portfolio›$18.1K
Salomon & Ludwin, LLC2,081
0.0% of portfolio›$16.0K
Farther Finance Advisors, LLC1,999
0.0% of portfolio›$15.4K
KFG LLC1,993
0.0% of portfolio›$15.3K
Fortitude Family Office, LLC1,912
0.0% of portfolio›$14.7K
US Bancorp \de\1,407
0.0% of portfolio›$10.8K
Signaturefd, LLC1,315
0.0% of portfolio›$10.1K
MassMutual Private Wealth & Trust, FSB1,269
0.0% of portfolio›$9.8K
Wilmington Savings Fund Society, FSB1,080
0.0% of portfolio›$8.3K
SBI Securities Co., Ltd.714
0.0% of portfolio›$5.5K
Pinnacle Wealth Planning Services, Inc.698
0.0% of portfolio›$5.4K
UMB Bank, n.a.660
0.0% of portfolio›$5.1K
Allworth Financial LP624
0.0% of portfolio›$5.5K
Owl Creek Wealth Partners LLC554
0.0% of portfolio›$4.3K
Larson Financial Group LLC538
0.0% of portfolio›$4.1K
Rothwell Investment Advisors, LLC500
0.0% of portfolio›$3.8K
Hilton Head Capital Partners, LLC464
0.0% of portfolio›$3.6K
Silver Grove Financial Group, Inc.399
0.0% of portfolio›$3.1K
Clearstead Advisors, LLC381
0.0% of portfolio›$2.9K
Private Wealth Management Group, LLC218
0.0% of portfolio›$1.7K
Caitong International Asset Management Co., Ltd212
0.0% of portfolio›$1.6K
Abound Wealth Management200
0.0% of portfolio›$1.5K
Root Financial Partners, LLC184
0.0% of portfolio›$1.4K
Ascentis Wealth Management, LLC172
0.0% of portfolio›$1.3K
Parallel Advisors, LLC167
0.0% of portfolio›$1.3K
Farmers & Merchants Investments Inc143
0.0% of portfolio›$1.1K
Ares Financial Consulting, LLC119
0.0% of portfolio›$915
Physician Wealth Advisors, Inc.115
0.0% of portfolio›$885
Valued Wealth Advisors LLC91
0.0% of portfolio›$700
Bell Investment Advisors, Inc90
0.0% of portfolio›$693
Harbor Investment Advisory, LLC87
0.0% of portfolio›$669
EverSource Wealth Advisors, LLC54
0.0% of portfolio›$415
True Wealth Design, LLC43
0.0% of portfolio›$331
Country Trust Bank43
0.0% of portfolio›$331
JFS Wealth Advisors, LLC35
0.0% of portfolio›$270
IFP Advisors, Inc30
0.0% of portfolio›$231
Cedar Mountain Advisors, LLC28
0.0% of portfolio›$215
Valley National Advisers Inc25
0.0% of portfolio›$193
Covestor Ltd23
0.0% of portfolio›$0
Gilpin Wealth Management, LLC17
0.0% of portfolio›$131
Essential Partners LLC7
0.0% of portfolio›$54
Monetary Solutions, Ltd6
0.0% of portfolio›$46
Leonteq Securities AG3
0.0% of portfolio›$23
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
9,327,394$71.7M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
3,906,375$30.0M0.0%CoreLowDes Moines, IA2026-11-02
Geode Capital Management, LLC
3,528,740$27.1M0.0%IndexVery LowBoston, MA2026-11-06
Assenagon Asset Management S.A.
1,952,135$15.0M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Bank of New York Mellon Corp
823,017$6.3M0.0%CoreLowNew York, NY2026-11-05
Bastion Asset Management Inc.
694,145$5.4M2.3%Deep ValueVery HighMontreal, South Africa2026-11-05
Y-Intercept (Hong Kong) Ltd
579,578$4.5M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Simcoe Capital LLC
476,132$3.7M2.5%YieldHighSpokane, WA2026-11-05
Russell Investments Group, Ltd.
473,104$3.6M0.0%CoreLowSeattle, WA2026-11-06
Barclays PLC
326,884$2.5M0.0%CoreMediumLondon, United Kingdom2026-11-06
Guinness Asset Management LTD
251,507$1.9M0.0%CoreLowLondon, United Kingdom2026-11-05
Citigroup Inc
169,067$1.3M0.0%CoreMediumNew York, NY2026-11-04
Amundi
161,676$1.2M0.0%CoreMediumParis, India2026-11-06
Wolverine Asset Management LLC
148,579$1.1M0.0%Deep ValueVery HighChicago, IL2026-11-02
Deutsche Bank Ag\
140,702$1.1M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
OP Asset Management Ltd
132,142$1.0M0.0%GrowthMediumHelsinki, Hungary2026-11-05
MacKenzie Financial Corp
130,000$999.7K0.0%CoreMediumToronto Ontario, Australia2026-11-02
New York State Teachers Retirement System
118,863$9140.0%CoreVery LowAlbany, NY2026-10-22
Keystone Wealth Services, LLC
115,555$890.9K0.2%ETFHighPalm Desert, CA2026-11-03
Lanark Financial, Inc.
97,270$748.0K0.1%CoreMediumBirmingham, AL2026-10-26
Creative Planning
93,387$718.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Thrivent Financial for Lutherans
87,177$6700.0%GARPMediumMinneapolis, MN2026-11-05
Illinois Municipal Retirement Fund
80,218$616.9K0.0%CoreMediumOak Brook, IL2026-11-05
Nisa Investment Advisors, LLC
70,466$541.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.
69,969$538.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Allspring Global Investments Holdings, LLC
64,863$505.3K0.0%CoreMediumCharlotte, NC2026-11-04
Louisiana State Employees Retirement System
58,400$449.1K0.0%IndexLowBaton Rouge, LA2026-10-20
CenterBook Partners LP
53,234$409.4K0.0%ValueVery HighGreenwich, CT2026-11-02
Oppenheimer & Co Inc
45,000$346.1K0.0%CoreLowNew York, NY2026-10-26
Great Lakes Advisors, LLC
39,970$307.4K0.0%CoreMediumChicago, IL2026-11-06
Arizona State Retirement System
39,419$303.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Strs Ohio
38,200$293.8K0.0%CoreMediumColumbus, OH2026-10-30
Amalgamated Bank
35,638$2740.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
34,978$269.0K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Fifth Third Bancorp
32,522$250.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
32,294$248.3K0.0%CoreLowHarrisburg, PA2026-11-03
PNC Financial Services Group, Inc.
31,060$238.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Maryland State Retirement & Pension System
30,927$237.8K0.0%IndexVery LowBaltimore, MD2026-11-05
Oregon Public Employees Retirement Fund
30,701$236.1K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
27,656$2120.0%CoreVery LowJuneau, AK2026-10-15
Inscription Capital, LLC
26,521$203.9K0.0%GARPMediumHouston, TX2026-11-02
MQS Management LLC
26,103$200.7K0.1%Deep ValueVery HighNew York, NY2026-11-06
Steinberganna Wealth Management
24,520$188.6K0.1%ETFLowHuntington, NY2026-10-23
Pictet Asset Management Holding SA
24,021$184.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Profund Advisors LLC
22,218$170.9K0.0%GrowthLowBethesda, MD2026-10-29
Commonwealth Equity Services, LLC
20,009$153.9K0.0%ETFLowWaltham, MA2026-11-02
Ashton Thomas Private Wealth, LLC
19,992$153.7K0.0%CoreMediumScottsdale, AZ2026-11-03
ProShare Advisors LLC
19,295$148.4K0.0%GrowthLowBethesda, MD2026-10-29
Oak Thistle LLC
19,134$147.1K0.0%ValueVery HighNew York, NY2026-10-21
Assetmark, Inc
18,744$144.1K0.0%ETFLowConcord, CA2026-10-21
Calamos Advisors LLC
15,970$122.8K0.0%GrowthMediumNaperville, IL2026-11-02
LPL Financial LLC
15,934$122.5K0.0%IndexVery LowFort Mill, SC2026-11-06
Mutual of America Capital Management LLC
15,640$120.3K0.0%IndexLowNew York, NY2026-10-23
Xponance LLC
13,303$102.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
CIBC Asset Management Inc
12,801$98.4K0.0%GARPLowToronto, South Africa2026-11-05
Nykredit A/S
12,442$95.7K0.0%CoreN/ANordhavn, Greece2026-11-06
Virginia Retirement Systems ET Al
12,000$92.3K0.0%CoreMediumRichmond, VA2026-10-28
111 Capital
11,885$91.4K0.0%CoreVery HighParis, India2026-11-03
Aaron Wealth Advisors LLC
11,842$91.1K0.0%GrowthMediumChicago, IL2026-10-13
Anson Capital, Inc.
11,693$89.9K0.1%ETFLowTyrone, GA2026-10-23
Swiss Life Asset Management Ltd
10,970$84.4K0.0%CoreLowZurich, Switzerland2026-11-03
Worth Asset Management, LLC
10,605$81.6K0.0%ETFHighDallas, TX2026-10-07
Crossmark Global Holdings, Inc.
10,130$77.9K0.0%GARPMediumHouston, TX2026-10-21
Guinness Atkinson Asset Management Inc
9,703$74.6K0.0%GrowthMediumPasadena, CA2026-11-05
Parkside Financial Bank & Trust
8,125$62.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
State of Wyoming
8,113$62.4K0.0%ValueHighCheyenne, WY2026-10-28
Versant Capital Management, Inc
4,762$36.6K0.0%GARPLowPhoenix, AZ2026-10-02
Gamma Investing LLC
3,577$27.5K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
3,216$24.7K0.0%GARPMediumCharlotte, NC2026-10-22
DekaBank Deutsche Girozentrale
2,630$200.0%CoreLowFrankfurt, Hong Kong2026-10-27
Simplex Trading, LLC
2,355$18.1K0.0%CoreVery HighChicago, IL2026-11-04
Salomon & Ludwin, LLC
2,081$16.0K0.0%ETFVery LowRichmond, VA2026-10-29
Farther Finance Advisors, LLC
1,999$15.4K0.0%IndexLowSan Francisco, CA2026-10-08
KFG LLC
1,993$15.3K0.0%ETFN/ARapid City, SD2026-11-02
Fortitude Family Office, LLC
1,912$14.7K0.0%ETFMediumScottsdale, AZ2026-10-14
US Bancorp \de\
1,407$10.8K0.0%IndexLowMinneapolis, MN2026-11-05
Signaturefd, LLC
1,315$10.1K0.0%IndexLowAtlanta, GA2026-10-23
MassMutual Private Wealth & Trust, FSB
1,269$9.8K0.0%CoreLowSpringfield, MA2026-10-05
Wilmington Savings Fund Society, FSB
1,080$8.3K0.0%CoreLowWilmington, DE2026-10-23
SBI Securities Co., Ltd.
714$5.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Pinnacle Wealth Planning Services, Inc.
698$5.4K0.0%GARPLowMansfield, OH2026-10-27
UMB Bank, n.a.
660$5.1K0.0%CoreLowKansas City, MO2026-11-06
Allworth Financial LP
624$5.5K0.0%IndexLowFolsom, CA2026-11-06
Owl Creek Wealth Partners LLC
554$4.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Larson Financial Group LLC
538$4.1K0.0%GrowthLowSt Louis, MO2026-11-05
Rothwell Investment Advisors, LLC
500$3.8K0.0%N/AN/ASalem, MA2026-11-06
Hilton Head Capital Partners, LLC
464$3.6K0.0%CoreMediumHilton Head Island, SC2026-10-23
Silver Grove Financial Group, Inc.
399$3.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Clearstead Advisors, LLC
381$2.9K0.0%ETFLowCleveland, OH2026-11-06
Private Wealth Management Group, LLC
218$1.7K0.0%ETFLowPrinceton, NJ2026-10-19
Caitong International Asset Management Co., Ltd
212$1.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Abound Wealth Management
200$1.5K0.0%ETFVery LowFranklin, TN2026-10-26
Root Financial Partners, LLC
184$1.4K0.0%ETFMediumEncinitas, CA2026-10-21
Ascentis Wealth Management, LLC
172$1.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Parallel Advisors, LLC
167$1.3K0.0%IndexLowSan Francisco, CA2026-11-03
Farmers & Merchants Investments Inc
143$1.1K0.0%CoreVery LowLincoln, NE2026-10-22
Ares Financial Consulting, LLC
119$9150.0%CoreLowCalabasas, CA2026-10-19
Physician Wealth Advisors, Inc.
115$8850.0%ETFMediumMidvale, UT2026-10-20
Valued Wealth Advisors LLC
91$7000.0%IndexVery LowHolladay, UT2026-11-05
Bell Investment Advisors, Inc
90$6930.0%ETFVery LowOrinda, CA2026-10-29
Harbor Investment Advisory, LLC
87$6690.0%GrowthLowLutherville, MD2026-10-13
EverSource Wealth Advisors, LLC
54$4150.0%CoreMediumBirmingham, AL2026-11-04
True Wealth Design, LLC
43$3310.0%ETFMediumAkron, OH2026-10-13
Country Trust Bank
43$3310.0%GrowthLowBloomington, IL2026-10-30
JFS Wealth Advisors, LLC
35$2700.0%ETFVery LowHermitage, PA2026-11-03
IFP Advisors, Inc
30$2310.0%GrowthLowTampa, FL2026-10-16
Cedar Mountain Advisors, LLC
28$2150.0%ETFVery LowLake Oswego, OR2026-10-15
Valley National Advisers Inc
25$1930.0%ETFLowBethlehem, PA2026-10-23
Covestor Ltd
23$00.0%ValueHighLondon, United Kingdom2026-10-30
Gilpin Wealth Management, LLC
17$1310.0%GrowthLowDenver, CO2026-10-09
Essential Partners LLC
7$540.0%ValueMediumRancho Santa Fe, CA2026-10-14
Monetary Solutions, Ltd
6$460.0%ETFVery LowDayton, OH2026-10-22
Leonteq Securities AG
3$230.0%CoreHighZurich, Switzerland2026-10-29