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, Q3 2021
Institutional positions in Helios Technologies, Inc. as of Sep 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
- 158
- +6 vs. Q2 2021
- Shares held
- 29.5M
- +470.6K (+1.6%) vs. Q2 2021
- Total value
- $2.43B
- +$157.9M (+7.0%) vs. Q2 2021
- New holders
- 18
- 54 more added
- Sold out
- 12
- 54 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 4,785,053 | $392.9M | 1.60% | −37,048−0.8% | Reduced |
| Vanguard Group Inc | 2,764,819 | $227.0M | 0.01% | +39,942+1.5% | Added |
| Price T Rowe Associates Inc | 2,753,612 | $226.1M | 0.02% | −213,710−7.2% | Reduced |
| Brown Capital Management LLC | 2,683,880 | $220.4M | 1.80% | +3,736+0.1% | Added |
| BlackRock Inc. | 2,040,434 | $167.5M | 0.00% | −23,654−1.1% | Reduced |
| Conestoga Capital Advisors, LLC | 1,500,121 | $123.2M | 1.70% | +124,306+9.0% | Added |
| Dimensional Fund Advisors LP | 1,064,144 | $87.4M | 0.03% | −7,188−0.7% | Reduced |
| Sara-Bay Financial | 990,781 | $81.4M | 31.83% | −2,850−0.3% | Reduced |
| GW&K Investment Management, LLC | 742,828 | $61.0M | 0.54% | −3,282−0.4% | Reduced |
| Ameriprise Financial Inc | 716,535 | $58.8M | 0.02% | +7,393+1.0% | Added |
| Standard Life Aberdeen plc | 644,286 | $52.9M | 0.12% | +503,565+357.8% | Added |
| State Street Corp | 624,094 | $51.2M | 0.00% | −2130.0% | Reduced |
| Wellington Management Group LLP | 599,599 | $49.2M | 0.01% | −108,409−15.3% | Reduced |
| Thrivent Financial for Lutherans | 589,215 | $48.4M | 0.10% | −12,792−2.1% | Reduced |
| Royce & Associates LP | 553,850 | $45.5M | 0.34% | −59,877−9.8% | Reduced |
| Geode Capital Management, LLC | 552,801 | $45.4M | 0.01% | −5,817−1.0% | Reduced |
| Loomis Sayles & Co L P | 474,902 | $39.0M | 0.05% | +474,902 | New |
| Royal Bank of Canada | 445,374 | $36.6M | 0.01% | −23,666−5.0% | Reduced |
| New York State Common Retirement Fund | 413,150 | $33.9M | 0.04% | −4,547−1.1% | Reduced |
| Invesco Ltd. | 405,917 | $33.3M | 0.01% | +11,219+2.8% | Added |
| Northern Trust Corp | 334,698 | $27.5M | 0.00% | −11,058−3.2% | Reduced |
| Norges Bank | 321,977 | $26.4M | 0.01% | +2,300+0.7% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $24.6M | 3.69% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 250,149 | $20.5M | 0.01% | +19,416+8.4% | Added |
| Bamco Inc | 214,705 | $17.6M | 0.04% | −85,295−28.4% | Reduced |
| Fred Alger Management, LLC | 177,194 | $14.5M | 0.03% | −37,661−17.5% | Reduced |
| Bank of New York Mellon Corp | 165,181 | $13.6M | 0.00% | +11,128+7.2% | Added |
| Sapience Investments, LLC | 151,380 | $12.4M | 1.48% | +12,460+9.0% | Added |
| Nuveen Asset Management, LLC | 123,098 | $10.6M | 0.00% | −5,275−4.1% | Reduced |
| RK Capital Management, LLC | 128,400 | $10.5M | 2.00% | −33,900−20.9% | Reduced |
| Comerica Bank | 112,040 | $10.1M | 0.06% | +11,453+11.4% | Added |
| SEI Investments Co | 95,597 | $7.85M | 0.02% | +9,240+10.7% | Added |
| Axiom Investors LLC | 87,910 | $7.22M | 0.12% | +2,285+2.7% | Added |
| Arrowstreet Capital, Limited Partnership | 84,323 | $6.92M | 0.01% | −8,795−9.4% | Reduced |
| Public Employees Retirement System of Ohio | 84,229 | $6.92M | 0.02% | +180+0.2% | Added |
| Parametric Portfolio Associates LLC | 71,015 | $5.83M | 0.00% | +5,446+8.3% | Added |
| Swiss National Bank | 67,700 | $5.56M | 0.00% | +500+0.7% | Added |
| Stifel Financial Corp | 65,194 | $5.35M | 0.01% | −124−0.2% | Reduced |
| King Luther Capital Management Corp | 64,575 | $5.30M | 0.03% | −815−1.2% | Reduced |
| Morgan Stanley | 63,748 | $5.24M | 0.00% | −8,641−11.9% | Reduced |
| Advantage Alpha Capital Partners LP | 57,405 | $4.71M | 0.86% | +999+1.8% | Added |
| Bank of America Corp | 53,670 | $4.41M | 0.00% | +1,056+2.0% | Added |
| Raymond James & Associates | 44,126 | $3.62M | 0.00% | +5,154+13.2% | Added |
| California State Teachers Retirement System | 42,529 | $3.49M | 0.00% | −2,054−4.6% | Reduced |
| Aviva PLC | 41,718 | $3.42M | 0.02% | +3,422+8.9% | Added |
| Alliancebernstein L.P. | 38,166 | $3.13M | 0.00% | −3,648−8.7% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 37,023 | $3.04M | 0.04% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 35,713 | $2.93M | 0.00% | +656+1.9% | Added |
| Rhumbline Advisers | 35,252 | $2.90M | 0.00% | +1,178+3.5% | Added |
| State of New Jersey Common Pension Fund D | 33,373 | $2.74M | 0.01% | +147+0.4% | Added |
| JPMorgan Chase & Co | 32,669 | $2.68M | 0.00% | −37,852−53.7% | Reduced |
| Isthmus Partners, LLC | 30,326 | $2.49M | 0.45% | −130−0.4% | Reduced |
| Citadel Advisors LLC | 29,773 | $2.44M | 0.00% | −1,242−4.0% | Reduced |
| Principal Financial Group Inc | 28,553 | $2.34M | 0.00% | +1,458+5.4% | Added |
| Legal & General Group Plc | 25,456 | $2.09M | 0.00% | +5,960+30.6% | Added |
| Credit Suisse AG | 23,885 | $1.96M | 0.00% | +4,543+23.5% | Added |
| TD Asset Management Inc | 23,736 | $1.95M | 0.00% | −1,527−6.0% | Reduced |
| Deutsche Bank AG | 23,532 | $1.93M | 0.00% | +1,998+9.3% | Added |
| Oppenheimer Asset Management Inc. | 21,846 | $1.79M | 0.03% | +1,223+5.9% | Added |
| Wells Fargo & Company | 20,916 | $1.72M | 0.00% | +7,740+58.7% | Added |
| Millennium Management LLC | 20,087 | $1.65M | 0.00% | +3,033+17.8% | Added |
| EMC Capital Management | 16,896 | $1.54M | 0.86% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 18,702 | $1.54M | 0.30% | 00.0% | Unchanged |
| American International Group, Inc. | 17,701 | $1.45M | 0.01% | −421−2.3% | Reduced |
| Manufacturers Life Insurance Company, The | 16,680 | $1.37M | 0.00% | −1,746−9.5% | Reduced |
| Goldman Sachs Group Inc | 16,036 | $1.32M | 0.00% | −4,252−21.0% | Reduced |
| Barclays PLC | 14,773 | $1.21M | 0.00% | +9,971+207.6% | Added |
| State Board of Administration of Florida Retirement System | 13,625 | $1.12M | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 13,600 | $1.12M | 0.09% | −1,500−9.9% | Reduced |
| Voya Investment Management LLC | 12,977 | $1.07M | 0.00% | +167+1.3% | Added |
| Clean Yield Group | 12,879 | $1.06M | 0.37% | 00.0% | Unchanged |
| CSM Advisors, LLC | 12,485 | $1.02M | 0.08% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,273 | $1.01M | 0.00% | −3,500−22.2% | Reduced |
| Nisa Investment Advisors, LLC | 11,960 | $982.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,831 | $971.0K | 0.01% | +11,831 | New |
| MetLife Investment Management | 11,222 | $921.4K | 0.01% | −1,206−9.7% | Reduced |
| Canada Pension Plan Investment Board | 10,000 | $821.0K | 0.00% | +10,000 | New |
| Commerce Bank | 9,945 | $817.0K | 0.01% | −720−6.8% | Reduced |
| Handelsbanken Fonder AB | 9,058 | $744.0K | 0.00% | +1,100+13.8% | Added |
| Envestnet Asset Management Inc | 8,723 | $716.0K | 0.00% | +1,100+14.4% | Added |
| Allstate Corp | 8,620 | $708.0K | 0.03% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,608 | $707.0K | 0.00% | −286−3.2% | Reduced |
| Metropolitan Life Insurance Co | 8,382 | $688.2K | 0.01% | −555−6.2% | Reduced |
| Arizona State Retirement System | 8,341 | $685.0K | 0.01% | +49+0.6% | Added |
| First Trust Advisors LP | 8,276 | $680.0K | 0.00% | −456−5.2% | Reduced |
| Baldwin Brothers Inc | 7,926 | $651.0K | 0.07% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,087 | $582.0K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 7,048 | $579.0K | 0.03% | −500−6.6% | Reduced |
| AQR Capital Management LLC | 6,702 | $550.0K | 0.00% | −4,492−40.1% | Reduced |
| Jane Street Group, LLC | 6,490 | $533.0K | 0.00% | +6,490 | New |
| LPL Financial LLC | 6,189 | $531.0K | 0.00% | +485+8.5% | Added |
| BNP Paribas Arbitrage, SA | 6,360 | $522.2K | 0.00% | +5,173+435.8% | Added |
| John G Ullman & Associates Inc | 6,300 | $517.0K | 0.07% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 6,170 | $507.0K | 0.02% | +618+11.1% | Added |
| Glenmede Trust Co NA | 6,100 | $500.0K | 0.00% | −45−0.7% | Reduced |
| Principle Wealth Partners LLC | 5,844 | $480.0K | 0.06% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 5,818 | $478.0K | 0.00% | +40+0.7% | Added |
| Amalgamated Bank | 5,754 | $472.0K | 0.00% | −354−5.8% | Reduced |
| Public Employees Retirement Association of Colorado | 5,639 | $463.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,270 | $433.0K | 0.00% | +5,270 | New |