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 2021
Institutional positions in Helios Technologies, Inc. as of Jun 30, 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
- 152
- +8 vs. Q1 2021
- Shares held
- 29.1M
- +25.8K (+0.1%) vs. Q1 2021
- Total value
- $2.27B
- +$152.8M (+7.2%) vs. Q1 2021
- New holders
- 21
- 54 more added
- Sold out
- 13
- 51 more reduced
Compare with Q1 2021: 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 | $1.75B |
| 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 | $1.38B |
| Q4 2023 | 167 | $1.41B |
| Q3 2023 | 156 | $1.73B |
| Q2 2023 | 170 | $2.02B |
| Q1 2023 | 176 | $1.98B |
| Q4 2022 | 166 | $1.64B |
| Q3 2022 | 169 | $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 2021
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 4,822,101 | $376.4M | 1.53% | +50,244+1.1% | Added |
| Price T Rowe Associates Inc | 2,967,322 | $231.6M | 0.02% | −114,338−3.7% | Reduced |
| Vanguard Group Inc | 2,724,877 | $212.7M | 0.01% | +19,920+0.7% | Added |
| Brown Capital Management LLC | 2,680,144 | $209.2M | 1.59% | −101,600−3.7% | Reduced |
| BlackRock Inc. | 2,064,088 | $161.1M | 0.00% | −151,666−6.8% | Reduced |
| Conestoga Capital Advisors, LLC | 1,375,815 | $107.4M | 1.55% | −23,494−1.7% | Reduced |
| Dimensional Fund Advisors LP | 1,071,332 | $83.6M | 0.03% | −42,743−3.8% | Reduced |
| Sara-Bay Financial | 993,631 | $77.7M | 29.88% | −3,967−0.4% | Reduced |
| GW&K Investment Management, LLC | 746,110 | $58.2M | 0.51% | +3,982+0.5% | Added |
| Ameriprise Financial Inc | 709,142 | $55.3M | 0.02% | +455,252+179.3% | Added |
| Wellington Management Group LLP | 708,008 | $55.3M | 0.01% | +130,777+22.7% | Added |
| State Street Corp | 624,307 | $48.7M | 0.00% | +31,074+5.2% | Added |
| Royce & Associates LP | 613,727 | $47.9M | 0.33% | −209,369−25.4% | Reduced |
| Thrivent Financial for Lutherans | 602,007 | $47.0M | 0.10% | +26,551+4.6% | Added |
| Geode Capital Management, LLC | 558,618 | $43.6M | 0.01% | +24,425+4.6% | Added |
| Royal Bank of Canada | 469,040 | $36.6M | 0.01% | −37,648−7.4% | Reduced |
| New York State Common Retirement Fund | 417,697 | $32.6M | 0.03% | +257+0.1% | Added |
| Invesco Ltd. | 394,698 | $30.8M | 0.01% | +6,297+1.6% | Added |
| Northern Trust Corp | 345,756 | $27.0M | 0.00% | +8,477+2.5% | Added |
| Norges Bank | 319,677 | $25.0M | 0.01% | +68,417+27.2% | Added |
| Bamco Inc | 300,000 | $23.4M | 0.05% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 300,000 | $23.4M | 3.16% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 230,733 | $18.0M | 0.01% | +13,758+6.3% | Added |
| Fred Alger Management, LLC | 214,855 | $16.8M | 0.04% | −54,173−20.1% | Reduced |
| RK Capital Management, LLC | 162,300 | $12.7M | 2.38% | +15,500+10.6% | Added |
| Bank of New York Mellon Corp | 154,053 | $12.0M | 0.00% | −4,492−2.8% | Reduced |
| Standard Life Aberdeen plc | 140,721 | $11.0M | 0.02% | +140,721 | New |
| Sapience Investments, LLC | 138,920 | $10.8M | 1.35% | +23,070+19.9% | Added |
| Nuveen Asset Management, LLC | 128,373 | $10.0M | 0.00% | −20,550−13.8% | Reduced |
| Comerica Bank | 100,587 | $7.93M | 0.05% | −2,245−2.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 93,118 | $7.27M | 0.01% | +89,218+2,287.6% | Added |
| SEI Investments Co | 86,357 | $6.74M | 0.01% | +5,816+7.2% | Added |
| Axiom Investors LLC | 85,625 | $6.68M | 0.11% | +8,445+10.9% | Added |
| Public Employees Retirement System of Ohio | 84,049 | $6.56M | 0.02% | +168+0.2% | Added |
| Driehaus Capital Management LLC | 79,300 | $6.19M | 0.08% | +3,500+4.6% | Added |
| Morgan Stanley | 72,389 | $5.65M | 0.00% | +50,994+238.3% | Added |
| JPMorgan Chase & Co | 70,521 | $5.50M | 0.00% | −8,838−11.1% | Reduced |
| Swiss National Bank | 67,200 | $5.25M | 0.00% | −2,500−3.6% | Reduced |
| Parametric Portfolio Associates LLC | 65,569 | $5.12M | 0.00% | +12,010+22.4% | Added |
| King Luther Capital Management Corp | 65,390 | $5.10M | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 65,318 | $5.10M | 0.01% | +31,968+95.9% | Added |
| Advantage Alpha Capital Partners LP | 56,406 | $4.40M | 0.85% | −16,221−22.3% | Reduced |
| Bank of America Corp | 52,614 | $4.11M | 0.00% | −40,411−43.4% | Reduced |
| California State Teachers Retirement System | 44,583 | $3.48M | 0.00% | −2,278−4.9% | Reduced |
| Alliancebernstein L.P. | 41,814 | $3.26M | 0.00% | +3,648+9.6% | Added |
| Raymond James & Associates | 38,972 | $3.04M | 0.00% | +24,387+167.2% | Added |
| Aviva PLC | 38,296 | $2.99M | 0.01% | +11,679+43.9% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 37,023 | $2.89M | 0.04% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 35,057 | $2.74M | 0.00% | +5,407+18.2% | Added |
| Rhumbline Advisers | 34,074 | $2.66M | 0.00% | −10,486−23.5% | Reduced |
| State of New Jersey Common Pension Fund D | 33,226 | $2.59M | 0.01% | +33,226 | New |
| Citadel Advisors LLC | 31,015 | $2.42M | 0.00% | +12,862+70.9% | Added |
| Isthmus Partners, LLC | 30,456 | $2.38M | 0.42% | −288−0.9% | Reduced |
| Principal Financial Group Inc | 27,095 | $2.12M | 0.00% | +8,517+45.8% | Added |
| TD Asset Management Inc | 25,263 | $2.04M | 0.00% | −8,650−25.5% | Reduced |
| Deutsche Bank AG | 21,534 | $1.68M | 0.00% | +861+4.2% | Added |
| Oppenheimer Asset Management Inc. | 20,623 | $1.61M | 0.02% | −2,218−9.7% | Reduced |
| Goldman Sachs Group Inc | 20,288 | $1.58M | 0.00% | +3,870+23.6% | Added |
| Legal & General Group Plc | 19,496 | $1.52M | 0.00% | +456+2.4% | Added |
| Credit Suisse AG | 19,342 | $1.51M | 0.00% | −6,720−25.8% | Reduced |
| Investment Management of Virginia LLC | 18,702 | $1.46M | 0.28% | −195−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 18,426 | $1.44M | 0.00% | +892+5.1% | Added |
| American International Group, Inc. | 18,122 | $1.41M | 0.01% | +10+0.1% | Added |
| Millennium Management LLC | 17,054 | $1.33M | 0.00% | −3,484−17.0% | Reduced |
| EMC Capital Management | 16,896 | $1.32M | 0.75% | −2,780−14.1% | Reduced |
| Brown Advisory Inc | 15,773 | $1.23M | 0.00% | −2,000−11.3% | Reduced |
| California Public Employees Retirement System | 15,442 | $1.21M | 0.00% | −47,758−75.6% | Reduced |
| Hillsdale Investment Management Inc. | 15,100 | $1.18M | 0.09% | +200+1.3% | Added |
| State Board of Administration of Florida Retirement System | 13,625 | $1.06M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,176 | $1.03M | 0.00% | −20,336−60.7% | Reduced |
| Clean Yield Group | 12,879 | $1.00M | 0.37% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,810 | $1.00M | 0.00% | −798−5.9% | Reduced |
| CSM Advisors, LLC | 12,485 | $975.0K | 0.07% | −2,175−14.8% | Reduced |
| MetLife Investment Management | 12,428 | $970.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,960 | $933.0K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,194 | $874.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 10,665 | $832.0K | 0.01% | −60−0.6% | Reduced |
| Gsa Capital Partners LLP | 9,599 | $749.0K | 0.08% | +9,599 | New |
| Metropolitan Life Insurance Co | 8,937 | $697.5K | 0.01% | +621+7.5% | Added |
| Victory Capital Management Inc | 8,894 | $694.0K | 0.00% | +262+3.0% | Added |
| First Trust Advisors LP | 8,732 | $682.0K | 0.00% | −40,338−82.2% | Reduced |
| Allstate Corp | 8,620 | $673.0K | 0.02% | +300+3.6% | Added |
| ProShare Advisors LLC | 8,391 | $655.0K | 0.00% | +84+1.0% | Added |
| Arizona State Retirement System | 8,292 | $647.0K | 0.01% | −588−6.6% | Reduced |
| Handelsbanken Fonder AB | 7,958 | $621.0K | 0.00% | +2,600+48.5% | Added |
| Baldwin Brothers Inc | 7,926 | $619.0K | 0.07% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 7,623 | $595.0K | 0.00% | +423+5.9% | Added |
| Ameritas Investment Company, LLC | 7,548 | $589.0K | 0.03% | +7,548 | New |
| Aviance Capital Partners, LLC | 7,087 | $553.0K | 0.10% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 6,936 | $541.0K | 0.00% | −1,925−21.7% | Reduced |
| John G Ullman & Associates Inc | 6,300 | $492.0K | 0.06% | −600−8.7% | Reduced |
| Glenmede Trust Co NA | 6,145 | $479.0K | 0.00% | −165−2.6% | Reduced |
| Amalgamated Bank | 6,108 | $477.0K | 0.00% | +2,753+82.1% | Added |
| Principle Wealth Partners LLC | 5,844 | $456.0K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,844 | $456.0K | 0.05% | +5,844 | New |
| First Republic Investment Management, Inc. | 5,778 | $451.0K | 0.00% | +312+5.7% | Added |
| LPL Financial LLC | 5,704 | $445.0K | 0.00% | +999+21.2% | Added |
| Public Employees Retirement Association of Colorado | 5,639 | $440.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 5,552 | $433.0K | 0.01% | +77+1.4% | Added |
| Tower Research Capital LLC (TRC) | 5,334 | $417.0K | 0.01% | +4,066+320.7% | Added |