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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 23,532 | $1.93M | 0.00% | +1,998+9.3% | Added |
| TD Asset Management Inc | 23,736 | $1.95M | 0.00% | −1,527−6.0% | Reduced |
| Credit Suisse AG | 23,885 | $1.96M | 0.00% | +4,543+23.5% | Added |
| Legal & General Group Plc | 25,456 | $2.09M | 0.00% | +5,960+30.6% | Added |
| Principal Financial Group Inc | 28,553 | $2.34M | 0.00% | +1,458+5.4% | Added |
| Citadel Advisors LLC | 29,773 | $2.44M | 0.00% | −1,242−4.0% | Reduced |
| Isthmus Partners, LLC | 30,326 | $2.49M | 0.45% | −130−0.4% | Reduced |
| JPMorgan Chase & Co | 32,669 | $2.68M | 0.00% | −37,852−53.7% | Reduced |
| State of New Jersey Common Pension Fund D | 33,373 | $2.74M | 0.01% | +147+0.4% | Added |
| Rhumbline Advisers | 35,252 | $2.90M | 0.00% | +1,178+3.5% | Added |
| UBS Asset Management Americas Inc | 35,713 | $2.93M | 0.00% | +656+1.9% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 37,023 | $3.04M | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 38,166 | $3.13M | 0.00% | −3,648−8.7% | Reduced |
| Aviva PLC | 41,718 | $3.42M | 0.02% | +3,422+8.9% | Added |
| California State Teachers Retirement System | 42,529 | $3.49M | 0.00% | −2,054−4.6% | Reduced |
| Raymond James & Associates | 44,126 | $3.62M | 0.00% | +5,154+13.2% | Added |
| Bank of America Corp | 53,670 | $4.41M | 0.00% | +1,056+2.0% | Added |
| Advantage Alpha Capital Partners LP | 57,405 | $4.71M | 0.86% | +999+1.8% | Added |
| Morgan Stanley | 63,748 | $5.24M | 0.00% | −8,641−11.9% | Reduced |
| King Luther Capital Management Corp | 64,575 | $5.30M | 0.03% | −815−1.2% | Reduced |
| Stifel Financial Corp | 65,194 | $5.35M | 0.01% | −124−0.2% | Reduced |
| Swiss National Bank | 67,700 | $5.56M | 0.00% | +500+0.7% | Added |
| Parametric Portfolio Associates LLC | 71,015 | $5.83M | 0.00% | +5,446+8.3% | Added |
| Public Employees Retirement System of Ohio | 84,229 | $6.92M | 0.02% | +180+0.2% | Added |
| Arrowstreet Capital, Limited Partnership | 84,323 | $6.92M | 0.01% | −8,795−9.4% | Reduced |
| Axiom Investors LLC | 87,910 | $7.22M | 0.12% | +2,285+2.7% | Added |
| SEI Investments Co | 95,597 | $7.85M | 0.02% | +9,240+10.7% | Added |
| Comerica Bank | 112,040 | $10.1M | 0.06% | +11,453+11.4% | Added |
| RK Capital Management, LLC | 128,400 | $10.5M | 2.00% | −33,900−20.9% | Reduced |
| Nuveen Asset Management, LLC | 123,098 | $10.6M | 0.00% | −5,275−4.1% | Reduced |
| Sapience Investments, LLC | 151,380 | $12.4M | 1.48% | +12,460+9.0% | Added |
| Bank of New York Mellon Corp | 165,181 | $13.6M | 0.00% | +11,128+7.2% | Added |
| Fred Alger Management, LLC | 177,194 | $14.5M | 0.03% | −37,661−17.5% | Reduced |
| Bamco Inc | 214,705 | $17.6M | 0.04% | −85,295−28.4% | Reduced |
| Charles Schwab Investment Management Inc | 250,149 | $20.5M | 0.01% | +19,416+8.4% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $24.6M | 3.69% | 00.0% | Unchanged |
| Norges Bank | 321,977 | $26.4M | 0.01% | +2,300+0.7% | Added |
| Northern Trust Corp | 334,698 | $27.5M | 0.00% | −11,058−3.2% | Reduced |
| Invesco Ltd. | 405,917 | $33.3M | 0.01% | +11,219+2.8% | Added |
| New York State Common Retirement Fund | 413,150 | $33.9M | 0.04% | −4,547−1.1% | Reduced |
| Royal Bank of Canada | 445,374 | $36.6M | 0.01% | −23,666−5.0% | Reduced |
| Loomis Sayles & Co L P | 474,902 | $39.0M | 0.05% | +474,902 | New |
| Geode Capital Management, LLC | 552,801 | $45.4M | 0.01% | −5,817−1.0% | Reduced |
| Royce & Associates LP | 553,850 | $45.5M | 0.34% | −59,877−9.8% | Reduced |
| Thrivent Financial for Lutherans | 589,215 | $48.4M | 0.10% | −12,792−2.1% | Reduced |
| Wellington Management Group LLP | 599,599 | $49.2M | 0.01% | −108,409−15.3% | Reduced |
| State Street Corp | 624,094 | $51.2M | 0.00% | −2130.0% | Reduced |
| Standard Life Aberdeen plc | 644,286 | $52.9M | 0.12% | +503,565+357.8% | Added |
| Ameriprise Financial Inc | 716,535 | $58.8M | 0.02% | +7,393+1.0% | Added |
| GW&K Investment Management, LLC | 742,828 | $61.0M | 0.54% | −3,282−0.4% | Reduced |
| Sara-Bay Financial | 990,781 | $81.4M | 31.83% | −2,850−0.3% | Reduced |
| Dimensional Fund Advisors LP | 1,064,144 | $87.4M | 0.03% | −7,188−0.7% | Reduced |
| Conestoga Capital Advisors, LLC | 1,500,121 | $123.2M | 1.70% | +124,306+9.0% | Added |
| BlackRock Inc. | 2,040,434 | $167.5M | 0.00% | −23,654−1.1% | Reduced |
| Brown Capital Management LLC | 2,683,880 | $220.4M | 1.80% | +3,736+0.1% | Added |
| Price T Rowe Associates Inc | 2,753,612 | $226.1M | 0.02% | −213,710−7.2% | Reduced |
| Vanguard Group Inc | 2,764,819 | $227.0M | 0.01% | +39,942+1.5% | Added |
| Wasatch Advisors Inc | 4,785,053 | $392.9M | 1.60% | −37,048−0.8% | Reduced |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −79,300−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −15,442−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,599−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −6,936−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −5,844−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −3,882−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,701−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | – | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |