Helios Technologies, Inc.
HLIO- Exchange
- NYSE
- Industry
- Miscellaneous Fabricated Metal Products
- SEC CIK
- 0001024795
No open-market purchases or sales by Helios Technologies, Inc. insiders were filed in the last 90 days; 285 institutions reported holding it in 13F filings for Q2 2026, worth $2.86B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Helios Technologies, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 285
- +37 vs. Q1 2026
- Shares held
- 32.2M
- +333.3K (+1.0%) vs. Q1 2026
- Total value
- $2.86B
- +$798.5M (+38.7%) vs. Q1 2026
- New holders
- 60
- 100 more added
- Sold out
- 23
- 93 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HLIO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 285 | $2.86B |
| Q1 2026 | 252 | $2.09B |
| Q4 2025 | 215 | $1.77B |
| Q3 2025 | 201 | $1.71B |
| Q2 2025 | 187 | $1.06B |
| Q1 2025 | 184 | $1.04B |
| Q4 2024 | 173 | $1.46B |
| Q3 2024 | 177 | $1.51B |
| Q2 2024 | 174 | $1.52B |
| Q1 2024 | 181 | $1.40B |
| Q4 2023 | 167 | $1.42B |
| Q3 2023 | 156 | $1.73B |
| Q2 2023 | 170 | $2.02B |
| Q1 2023 | 176 | $1.98B |
| Q4 2022 | 166 | $1.64B |
| Q3 2022 | 170 | $1.51B |
| Q2 2022 | 164 | $2.00B |
| Q1 2022 | 185 | $2.36B |
| Q4 2021 | 181 | $3.10B |
| Q3 2021 | 158 | $2.43B |
| Q2 2021 | 152 | $2.27B |
| Q1 2021 | 144 | $2.12B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,592,872 | $231.4M | 0.00% | +149,916+6.1% | Added |
| Vanguard Portfolio Management LLC | 1,641,106 | $146.5M | 0.01% | +135,810+9.0% | Added |
| Dimensional Fund Advisors LP | 1,549,341 | $138.3M | 0.03% | −69,371−4.3% | Reduced |
| Vanguard Capital Management LLC | 1,462,106 | $130.5M | 0.00% | −15,243−1.0% | Reduced |
| Sara-Bay Financial | 1,146,658 | $102.3M | 27.26% | −7,238−0.6% | Reduced |
| Conestoga Capital Advisors, LLC | 1,084,345 | $96.8M | 2.11% | −240,861−18.2% | Reduced |
| Invesco Ltd. | 1,083,038 | $96.7M | 0.01% | +863,860+394.1% | Added |
| Geode Capital Management, LLC | 979,448 | $87.4M | 0.00% | +142,617+17.0% | Added |
| Jennison Associates LLC | 977,554 | $87.2M | 0.05% | −58,423−5.6% | Reduced |
| Thrivent Financial for Lutherans | 918,909 | $82.0M | 0.14% | −6,637−0.7% | Reduced |
| Wellington Management Group LLP | 887,417 | $79.2M | 0.01% | −419,256−32.1% | Reduced |
| State Street Corp | 841,953 | $75.1M | 0.00% | +53,944+6.8% | Added |
| William Blair Investment Management, LLC | 834,221 | $74.5M | 0.22% | −96,787−10.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 779,227 | $69.5M | 0.05% | −3,245−0.4% | Reduced |
| Neuberger Berman Group LLC | 761,883 | $68.0M | 0.05% | +50,085+7.0% | Added |
| Ameriprise Financial Inc | 743,426 | $66.4M | 0.01% | +4,165+0.6% | Added |
| Nomura Asset Management International Inc. | 718,688 | $64.1M | 0.10% | −49,972−6.5% | Reduced |
| ACK Asset Management LLC | 681,000 | $60.8M | 7.10% | −99,378−12.7% | Reduced |
| Wasatch Advisors Inc | 660,085 | $58.9M | 0.39% | −138,923−17.4% | Reduced |
| Nuveen, LLC | 507,047 | $45.3M | 0.01% | +177,535+53.9% | Added |
| Goldman Sachs Group Inc | 449,107 | $40.1M | 0.00% | +60.0% | Added |
| Bank of America Corp | 411,128 | $36.7M | 0.00% | −99,391−19.5% | Reduced |
| Jupiter Topco LLC | 408,245 | $36.4M | 0.01% | +408,245 | New |
| Charles Schwab Investment Management Inc | 407,860 | $36.4M | 0.00% | −12,191−2.9% | Reduced |
| Standard Life Aberdeen plc | 397,396 | $35.5M | 0.05% | +108,163+37.4% | Added |
| Arrowstreet Capital, Limited Partnership | 395,605 | $35.3M | 0.02% | −148,636−27.3% | Reduced |
| Northern Trust Corp | 334,725 | $29.9M | 0.00% | +17,026+5.4% | Added |
| Driehaus Capital Management LLC | 299,426 | $26.7M | 0.15% | +101,458+51.2% | Added |
| MetLife Investment Management | 283,541 | $25.3M | 0.11% | +3,434+1.2% | Added |
| Aperture Investors, LLC | 270,566 | $24.1M | 2.56% | −33,437−11.0% | Reduced |
| FMR LLC | 269,417 | $24.0M | 0.00% | +244,060+962.5% | Added |
| Royce & Associates LP | 252,199 | $22.5M | 0.18% | −13,910−5.2% | Reduced |
| Kennedy Capital Management, Inc. | 222,678 | $19.9M | 0.35% | −6,430−2.8% | Reduced |
| Vanguard Fiduciary Trust Co | 222,079 | $19.8M | 0.00% | +7,833+3.7% | Added |
| Morgan Stanley | 218,478 | $19.5M | 0.00% | +78,139+55.7% | Added |
| Leeward Investments, LLC - MA | 209,025 | $18.7M | 0.85% | +59,760+40.0% | Added |
| Rockefeller Capital Management L.P. | 201,486 | $18.0M | 0.03% | −36,399−15.3% | Reduced |
| Jane Street Group, LLC | 182,632 | $16.3M | 0.01% | −10,731−5.5% | Reduced |
| Susquehanna International Group, LLP | 181,107 | $16.2M | 0.01% | +87,493+93.5% | Added |
| Citadel Advisors LLC | 168,281 | $15.0M | 0.01% | +57,665+52.1% | Added |
| Bank of New York Mellon Corp | 167,182 | $14.9M | 0.00% | +5,380+3.3% | Added |
| Silvercrest Asset Management Group LLC | 165,273 | $14.8M | 0.10% | −14,869−8.3% | Reduced |
| Raymond James Financial Inc | 151,333 | $13.5M | 0.00% | −10,436−6.5% | Reduced |
| Iat Reinsurance Co Ltd. | 300,000 | $13.4M | 8.04% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 145,455 | $13.0M | 0.02% | +74,988+106.4% | Added |
| Tudor Investment Corp Et Al | 141,953 | $12.7M | 0.05% | +141,953 | New |
| Mackenzie Financial Corp | 138,268 | $12.3M | 0.01% | +138,268 | New |
| UBS Group AG | 137,859 | $12.3M | 0.00% | +92,002+200.6% | Added |
| Intrinsic Edge Capital Management LLC | 130,000 | $11.6M | 1.43% | +130,000 | New |
| Hillsdale Investment Management Inc. | 126,040 | $11.2M | 0.26% | +13,020+11.5% | Added |
| Castleark Management LLC | 125,409 | $11.2M | 0.30% | −35,000−21.8% | Reduced |
| Congress Asset Management Co | 125,225 | $11.2M | 0.07% | +54,872+78.0% | Added |
| Ceredex Value Advisors LLC | 119,900 | $10.7M | 0.30% | −29,050−19.5% | Reduced |
| D. E. Shaw & Co., Inc. | 109,843 | $9.80M | 0.01% | +56,905+107.5% | Added |
| Fifth Third Bancorp | 109,729 | $9.79M | 0.02% | −20,054−15.5% | Reduced |
| SEI Investments Co | 99,109 | $8.85M | 0.01% | −56,368−36.3% | Reduced |
| Russell Investments Group, Ltd. | 97,433 | $8.70M | 0.01% | −35,070−26.5% | Reduced |
| Public Sector Pension Investment Board | 94,566 | $8.44M | 0.02% | +94,566 | New |
| AQR Capital Management LLC | 83,114 | $7.42M | 0.00% | +30,515+58.0% | Added |
| American Century Companies Inc | 82,141 | $7.33M | 0.00% | +2,320+2.9% | Added |
| JPMorgan Chase & Co | 75,187 | $6.85M | 0.00% | +40,934+119.5% | Added |
| Trexquant Investment LP | 72,014 | $6.43M | 0.04% | −32,593−31.2% | Reduced |
| Swiss National Bank | 66,400 | $5.93M | 0.00% | +1,000+1.5% | Added |
| Envestnet Asset Management Inc | 64,703 | $5.77M | 0.00% | −10,327−13.8% | Reduced |
| Qube Research & Technologies Ltd | 64,251 | $5.73M | 0.01% | +55,714+652.6% | Added |
| King Luther Capital Management Corp | 60,939 | $5.44M | 0.02% | +8,614+16.5% | Added |
| Royal Bank of Canada | 60,362 | $5.39M | 0.00% | −3,826−6.0% | Reduced |
| Gabelli Funds LLC | 56,469 | $5.04M | 0.03% | −18,474−24.7% | Reduced |
| Dark Forest Capital Management LP | 55,819 | $4.98M | 0.32% | +13,880+33.1% | Added |
| UBS Asset Management Americas Inc | 52,643 | $4.70M | 0.00% | −1,766−3.2% | Reduced |
| Price T Rowe Associates Inc | 52,263 | $4.67M | 0.00% | +6,872+15.1% | Added |
| Telemark Asset Management, LLC | 50,000 | $4.46M | 0.32% | +50,000 | New |
| Creative Planning | 49,668 | $4.43M | 0.00% | +8,330+20.2% | Added |
| Allspring Global Investments Holdings, LLC | 52,377 | $4.42M | 0.01% | +52,377 | New |
| Prudential Financial Inc | 48,684 | $4.35M | 0.00% | +26,815+122.6% | Added |
| Granite Investment Partners, LLC | 46,736 | $4.17M | 0.21% | −14,661−23.9% | Reduced |
| Rhumbline Advisers | 45,397 | $4.05M | 0.00% | +1,096+2.5% | Added |
| Stifel Financial Corp | 44,734 | $3.99M | 0.00% | −614−1.4% | Reduced |
| GHP Investment Advisors, Inc. | 44,392 | $3.96M | 0.15% | +1,784+4.2% | Added |
| New York State Common Retirement Fund | 43,017 | $3.84M | 0.00% | +31,637+278.0% | Added |
| Algert Global LLC | 40,650 | $3.63M | 0.04% | +40,650 | New |
| Rice Hall James & Associates, LLC | 40,031 | $3.57M | 0.17% | −4,430−10.0% | Reduced |
| Palisade Capital Management LLC | 39,709 | $3.54M | 0.15% | +39,709 | New |
| California State Teachers Retirement System | 38,750 | $3.46M | 0.00% | −1,044−2.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 38,268 | $3.42M | 0.17% | +20,902+120.4% | Added |
| State of Wisconsin Investment Board | 37,271 | $3.33M | 0.01% | +1,417+4.0% | Added |
| Squarepoint Ops LLC | 36,983 | $3.30M | 0.01% | +13,363+56.6% | Added |
| Deutsche Bank AG | 34,523 | $3.08M | 0.00% | +5,300+18.1% | Added |
| XTX Topco Ltd | 34,170 | $3.05M | 0.04% | +12,124+55.0% | Added |
| Franklin Resources Inc | 31,776 | $2.84M | 0.00% | +9,272+41.2% | Added |
| NFJ Investment Group, LLC | 31,541 | $2.82M | 0.10% | +31,541 | New |
| Lazard Asset Management LLC | 31,260 | $2.79M | 0.00% | +878+2.9% | Added |
| Engineers Gate Manager LP | 31,240 | $2.79M | 0.04% | +14,074+82.0% | Added |
| Occudo Quantitative Strategies LP | 30,760 | $2.75M | 0.15% | +1,289+4.4% | Added |
| Wells Fargo & Company | 30,627 | $2.73M | 0.00% | +15,981+109.1% | Added |
| Virginia Retirement Systems Et Al | 30,000 | $2.68M | 0.02% | +3,000+11.1% | Added |
| Bridgeway Capital Management, LLC | 30,000 | $2.68M | 0.05% | +15,000+100.0% | Added |
| Pinnacle Associates Ltd | 28,763 | $2.57M | 0.03% | +377+1.3% | Added |
| Alliancebernstein L.P. | 39,439 | $2.55M | 0.00% | +6,253+18.8% | Added |
| Marshall Wace, LLP | 28,461 | $2.54M | 0.00% | −1,576−5.2% | Reduced |