What percentage of HLX is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of Helix Energy Solutions Group, Inc. stands at 85.7%, held across 269 reporting institutions.

Who is the largest institutional holder of HLX?

BlackRock, Inc. is the largest reported institutional holder of HLX, with approximately 22,157,739 shares worth $0.22B as of Q1 2026.

Is HLX a hedge fund favorite?

Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of HLX, including CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC.

What is HLX's Smart Money Score?

Our composite Smart Money Score for HLX is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought HLX this quarter?

43 institutions opened new positions in HLX during Q1 2026, while 36 fully exited. 195 added to existing positions and 29 trimmed.

How is institutional ownership of HLX changing?

HLX institutional ownership rose by 33.30 percentage points quarter-over-quarter, with a net change of +7 holders.

How concentrated is HLX ownership among the top holders?

The top 10 institutions account for 59.4% of all reported 13F value in HLX, and the top 25 account for 80.5%.

Where does this HLX institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

Helix Energy Solutions Group, Inc. (HLX) Institutional Ownership Q1 2026 | Top 13F Holders

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Helix Energy Solutions Group, Inc. (HLX) Institutional Ownership Q1 2026 | Top 13F Holders | VCP Scanner

Top Institutional Holders of HLX

Ranked by reported Q1 2026 13F market value

Top 10 Holders

59.4%

Top 25 Holders

80.5%

Share of total reported institutional value in HLX held by the largest 10 / 25 filers.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	BlackRock, Inc.	22.2M	$219.1M	+2.1%	15.043%	0.00%
2	DIMENSIONAL FUND ADVISORS LP	9.0M	$88.6M	+2.9%	6.083%	0.02%
3	STATE STREET CORP	6.7M	$66.4M	+7.1%	4.555%	0.00%
4	Invesco Ltd.	6.7M	$65.9M	+34.1%	4.522%	0.01%
5	VANGUARD PORTFOLIO MANAGEMENT LLC	6.2M	$61.7M	—	4.233%	0.00%
6	VANGUARD CAPITAL MANAGEMENT LLC	6.0M	$59.8M	—	4.104%	0.00%
7	AMERICAN CENTURY COMPANIES INC	5.2M	$51.4M	+1.3%	3.529%	0.03%
8	PRINCIPAL FINANCIAL GROUP INC	4.6M	$45.5M	-2.9%	3.120%	0.02%
9	WELLINGTON MANAGEMENT GROUP LLP	3.9M	$38.9M	+24.6%	2.670%	0.01%
10	GEODE CAPITAL MANAGEMENT, LLC	3.4M	$33.2M	+2.4%	2.280%	0.00%
11	BNP Paribas Asset Management Holding S.A.	3.0M	$29.9M	+44.5%	2.052%	0.03%
12	SYSTEMATIC FINANCIAL MANAGEMENT LP	3.0M	$29.3M	-1.3%	2.009%	0.67%
13	Boston Partners	3.0M	$29.1M	—	2.003%	0.03%
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.6M	$25.7M	+1.9%	1.761%	0.00%
15	GOLDMAN SACHS GROUP INC	2.1M	$20.7M	+57.4%	1.418%	0.00%
16	MORGAN STANLEY	2.0M	$19.7M	-10.3%	1.352%	0.00%
17	NORTHERN TRUST CORP	1.7M	$16.7M	+3.5%	1.144%	0.00%
18	DEUTSCHE BANK AG\	1.4M	$14.3M	+535.7%	0.980%	0.00%
19	GATE CITY CAPITAL MANAGEMENT, LLC	1.3M	$12.8M	-30.7%	0.881%	5.00%
20	PANAGORA ASSET MANAGEMENT INC	1.3M	$12.6M	-5.0%	0.865%	0.05%
21	CITADEL ADVISORS LLC	1.1M	$11.0M	+61.8%	0.756%	0.01%
22	JANUS HENDERSON GROUP PLC	1.1M	$10.4M	+1571.3%	0.717%	0.01%
23	Qube Research & Technologies Ltd	994K	$9.8M	-31.9%	0.675%	0.01%
24	RENAISSANCE TECHNOLOGIES LLC	967K	$9.6M	-3.9%	0.656%	0.01%
25	VANGUARD FIDUCIARY TRUST CO	902K	$8.9M	—	0.612%	0.00%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HLX — a direct measure of their conviction.

HLX Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	269	+2.7%	85.74%	+33.30 pp	$1.23B	+63%
Q4 2025	262	+9.6%	52.44%	2.56 pp	$752M	4.7%
Q3 2025	239	4.0%	55.00%	+1.33 pp	$789M	+2.5%
Q2 2025	249	2.0%	53.67%	19.49 pp	$770M	27%
Q1 2025	254	+5.8%	73.16%	29.59 pp	$1.05B	29%
Q4 2024	240	+3.4%	102.75%	+4.53 pp	$1.47B	+4.6%
Q3 2024	232	2.1%	98.22%	9.30 pp	$1.41B	8.7%
Q2 2024	237	—	107.52%	—	$1.54B	—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

Helix Energy Solutions Group, Inc. (HLX) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of HLX

Quarterly Institutional Activity

New Buyers

Exited Positions

HLX Institutional Ownership by Quarter

HLX — Frequently Asked Questions