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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, Q1 2021

Institutional positions in Helios Technologies, Inc. as of Mar 31, 2021. 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
144
No complete 13F data for Q4 2020
Shares held
29.0M
No complete 13F data for Q4 2020
Total value
$2.12B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 144 institutions
Q1 2021: 144 institutionsQ2 2021: 152 institutionsQ3 2021: 158 institutionsQ4 2021: 181 institutionsQ1 2022: 185 institutionsQ2 2022: 164 institutionsQ3 2022: 169 institutionsQ4 2022: 166 institutionsQ1 2023: 176 institutionsQ2 2023: 170 institutionsQ3 2023: 156 institutionsQ4 2023: 167 institutionsQ1 2024: 181 institutionsQ2 2024: 174 institutionsQ3 2024: 177 institutionsQ4 2024: 173 institutionsQ1 2025: 184 institutionsQ2 2025: 187 institutionsQ3 2025: 201 institutionsQ4 2025: 215 institutionsQ1 2026: 252 institutionsQ2 2026: 285 institutions
Value heldQ1 2021: $2.12B
Q1 2021: $2.12BQ2 2021: $2.27BQ3 2021: $2.43BQ4 2021: $3.10BQ1 2022: $2.36BQ2 2022: $2.00BQ3 2022: $1.51BQ4 2022: $1.64BQ1 2023: $1.98BQ2 2023: $2.02BQ3 2023: $1.73BQ4 2023: $1.41BQ1 2024: $1.38BQ2 2024: $1.52BQ3 2024: $1.51BQ4 2024: $1.46BQ1 2025: $1.04BQ2 2025: $1.06BQ3 2025: $1.71BQ4 2025: $1.75BQ1 2026: $2.09BQ2 2026: $2.86B
Institutions holding HLIO and their total value by quarter
QuarterHoldersValue
Q2 2026285$2.86B
Q1 2026252$2.09B
Q4 2025215$1.75B
Q3 2025201$1.71B
Q2 2025187$1.06B
Q1 2025184$1.04B
Q4 2024173$1.46B
Q3 2024177$1.51B
Q2 2024174$1.52B
Q1 2024181$1.38B
Q4 2023167$1.41B
Q3 2023156$1.73B
Q2 2023170$2.02B
Q1 2023176$1.98B
Q4 2022166$1.64B
Q3 2022169$1.51B
Q2 2022164$2.00B
Q1 2022185$2.36B
Q4 2021181$3.10B
Q3 2021158$2.43B
Q2 2021152$2.27B
Q1 2021144$2.12B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Helios Technologies, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HLIO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wasatch Advisors Inc4,771,857$347.7M1.56%––
Price T Rowe Associates Inc3,081,660$224.6M0.02%––
Brown Capital Management LLC2,781,744$202.7M1.51%––
Vanguard Group Inc2,704,957$197.1M0.01%––
BlackRock Inc.2,215,754$161.5M0.00%––
Conestoga Capital Advisors, LLC1,399,309$102.0M1.54%––
Dimensional Fund Advisors LP1,114,075$81.2M0.03%––
Sara-Bay Financial997,598$72.7M29.65%––
Royce & Associates LP823,096$60.0M0.40%––
GW&K Investment Management, LLC742,128$54.1M0.50%––
State Street Corp593,233$43.2M0.00%––
Wellington Management Group LLP577,231$42.1M0.01%––
Thrivent Financial for Lutherans575,456$41.9M0.09%––
Geode Capital Management, LLC534,193$38.9M0.01%––
Royal Bank of Canada506,688$36.9M0.01%––
New York State Common Retirement Fund417,440$30.4M0.03%––
Invesco Ltd.388,401$28.3M0.01%––
Northern Trust Corp337,279$24.6M0.00%––
Bamco Inc300,000$21.9M0.05%––
Iat Reinsurance Co Ltd.300,000$21.9M3.33%––
Fred Alger Management, LLC269,028$19.6M0.05%––
Ameriprise Financial Inc253,890$18.5M0.01%––
Norges Bank251,260$18.3M0.00%––
Charles Schwab Investment Management Inc216,975$15.8M0.01%––
Bank of New York Mellon Corp158,545$11.6M0.00%––
Nuveen Asset Management, LLC148,923$10.9M0.00%––
RK Capital Management, LLC146,800$10.7M2.13%––
Sapience Investments, LLC115,850$8.44M1.06%––
Comerica Bank102,832$7.43M0.04%––
Federated Hermes, Inc.98,450$7.17M0.01%––
Bank of America Corp93,025$6.78M0.00%––
Public Employees Retirement System of Ohio83,881$6.11M0.02%––
SEI Investments Co80,541$5.87M0.01%––
JPMorgan Chase & Co79,359$5.78M0.00%––
Axiom Investors LLC77,180$5.62M0.10%––
ArrowMark Colorado Holdings LLC75,861$5.53M0.04%––
Driehaus Capital Management LLC75,800$5.52M0.08%––
Advantage Alpha Capital Partners LP72,627$5.29M1.11%––
Swiss National Bank69,700$5.08M0.00%––
King Luther Capital Management Corp65,390$4.76M0.03%––
California Public Employees Retirement System63,200$4.61M0.00%––
DF Dent & Co Inc63,173$4.60M0.05%––
Parametric Portfolio Associates LLC53,559$3.90M0.00%––
First Trust Advisors LP49,070$3.58M0.00%––
California State Teachers Retirement System46,861$3.42M0.00%––
Rhumbline Advisers44,560$3.25M0.00%––
Alliancebernstein L.P.38,166$2.78M0.00%––
B. Metzler seel. Sohn & Co. Holding AG37,023$2.70M0.04%––
TD Asset Management Inc33,913$2.47M0.00%––
EAM Global Investors LLC33,899$2.47M0.68%––
Wells Fargo & Company33,512$2.44M0.00%––
Stifel Financial Corp33,350$2.43M0.00%––
Isthmus Partners, LLC30,744$2.24M0.41%––
UBS Asset Management Americas Inc29,650$2.16M0.00%––
Barclays PLC28,317$2.06M0.00%––
Aviva PLC26,617$1.94M0.01%––
Credit Suisse AG26,062$1.90M0.00%––
Susquehanna Fundamental Investments, LLC24,400$1.78M0.03%––
EAM Investors, LLC24,077$1.75M0.26%––
Oppenheimer Asset Management Inc.22,841$1.67M0.03%––
Morgan Stanley21,395$1.56M0.00%––
Deutsche Bank AG20,673$1.51M0.00%––
Millennium Management LLC20,538$1.50M0.00%––
EMC Capital Management19,676$1.43M1.02%––
Legal & General Group Plc19,040$1.39M0.00%––
Investment Management of Virginia LLC18,897$1.38M0.28%––
Principal Financial Group Inc18,578$1.35M0.00%––
Citadel Advisors LLC18,153$1.32M0.00%––
American International Group, Inc.18,112$1.32M0.01%––
Brown Advisory Inc17,773$1.29M0.00%––
Manufacturers Life Insurance Company, The17,534$1.28M0.00%––
Goldman Sachs Group Inc16,418$1.20M0.00%––
Hillsdale Investment Management Inc.14,900$1.09M0.09%––
CSM Advisors, LLC14,660$1.07M0.15%––
Raymond James & Associates14,585$1.06M0.00%––
State Board of Administration of Florida Retirement System13,625$993.0K0.00%––
Voya Investment Management LLC13,608$992.0K0.00%––
Clean Yield Group12,879$938.0K0.39%––
MetLife Investment Management12,428$905.6K0.01%––
Nisa Investment Advisors, LLC11,960$872.0K0.01%––
AQR Capital Management LLC11,194$816.0K0.00%––
Commerce Bank10,725$782.0K0.01%––
BNP Paribas Arbitrage, SA9,500$692.3K0.00%––
UBS Group AG9,024$657.0K0.00%––
Arizona State Retirement System8,880$647.0K0.01%––
Clearbridge Investments, LLC8,861$646.0K0.00%––
Russell Investments Group, Ltd.8,882$646.0K0.00%––
Victory Capital Management Inc8,632$629.0K0.00%––
Allstate Corp8,320$606.0K0.02%––
Metropolitan Life Insurance Co8,316$606.0K0.01%––
ProShare Advisors LLC8,307$605.0K0.00%––
Baldwin Brothers Inc7,926$578.0K0.07%––
Truvestments Capital LLC7,500$546.0K0.31%––
Envestnet Asset Management Inc7,200$525.0K0.00%––
Aviance Capital Partners, LLC7,087$516.0K0.10%––
John G Ullman & Associates Inc6,900$503.0K0.07%––
Glenmede Trust Co NA6,310$459.0K0.00%––
Jane Street Group, LLC6,087$444.0K0.00%––
Principle Wealth Partners LLC5,844$426.0K0.05%––
Public Employees Retirement Association of Colorado5,639$411.0K0.00%––