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, Q4 2021
Institutional positions in Helios Technologies, Inc. as of Dec 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
- 181
- +27 vs. Q3 2021
- Shares held
- 29.5M
- +17.8K (+0.1%) vs. Q3 2021
- Total value
- $3.10B
- +$675.5M (+27.9%) vs. Q3 2021
- New holders
- 37
- 59 more added
- Sold out
- 10
- 54 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 4,621,559 | $486.0M | 1.98% | −163,494−3.4% | Reduced |
| Vanguard Group Inc | 2,749,161 | $289.1M | 0.01% | −15,658−0.6% | Reduced |
| Price T Rowe Associates Inc | 2,695,268 | $283.5M | 0.03% | −58,344−2.1% | Reduced |
| Brown Capital Management LLC | 2,677,739 | $281.6M | 2.33% | −6,141−0.2% | Reduced |
| BlackRock Inc. | 2,067,293 | $217.4M | 0.01% | +26,859+1.3% | Added |
| Conestoga Capital Advisors, LLC | 1,623,676 | $170.8M | 2.22% | +123,555+8.2% | Added |
| Sara-Bay Financial | 1,159,455 | $121.9M | 36.61% | +168,674+17.0% | Added |
| Dimensional Fund Advisors LP | 1,057,341 | $111.2M | 0.03% | −6,803−0.6% | Reduced |
| Ameriprise Financial Inc | 673,477 | $70.8M | 0.02% | −43,058−6.0% | Reduced |
| Wellington Management Group LLP | 667,014 | $70.1M | 0.01% | +67,415+11.2% | Added |
| GW&K Investment Management, LLC | 658,629 | $69.3M | 0.58% | −84,199−11.3% | Reduced |
| State Street Corp | 634,665 | $66.7M | 0.00% | +10,571+1.7% | Added |
| Standard Life Aberdeen plc | 633,612 | $66.6M | 0.15% | −10,674−1.7% | Reduced |
| Loomis Sayles & Co L P | 584,755 | $61.5M | 0.07% | +109,853+23.1% | Added |
| Geode Capital Management, LLC | 531,679 | $55.9M | 0.01% | −21,122−3.8% | Reduced |
| Royal Bank of Canada | 452,985 | $47.6M | 0.01% | +7,611+1.7% | Added |
| New York State Common Retirement Fund | 413,212 | $43.5M | 0.04% | +620.0% | Added |
| Invesco Ltd. | 393,704 | $41.4M | 0.01% | −12,213−3.0% | Reduced |
| Thrivent Financial for Lutherans | 345,813 | $36.4M | 0.07% | −243,402−41.3% | Reduced |
| Northern Trust Corp | 329,432 | $34.6M | 0.01% | −5,266−1.6% | Reduced |
| Norges Bank | 321,977 | $33.9M | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 307,226 | $32.3M | 0.24% | −246,624−44.5% | Reduced |
| Iat Reinsurance Co Ltd. | 300,000 | $31.6M | 5.18% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 264,602 | $27.8M | 0.01% | +14,453+5.8% | Added |
| Fred Alger Management, LLC | 223,771 | $23.5M | 0.06% | +46,577+26.3% | Added |
| Bamco Inc | 214,705 | $22.6M | 0.05% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 161,362 | $17.0M | 0.00% | −3,819−2.3% | Reduced |
| Sapience Investments, LLC | 115,855 | $12.2M | 1.39% | −35,525−23.5% | Reduced |
| RK Capital Management, LLC | 111,710 | $11.7M | 2.13% | −16,690−13.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 107,682 | $11.3M | 0.01% | +23,359+27.7% | Added |
| SEI Investments Co | 107,130 | $11.3M | 0.02% | +11,533+12.1% | Added |
| Nuveen Asset Management, LLC | 113,479 | $10.9M | 0.00% | −9,619−7.8% | Reduced |
| Axiom Investors LLC | 93,659 | $9.85M | 0.18% | +5,749+6.5% | Added |
| Comerica Bank | 119,734 | $9.28M | 0.07% | +7,694+6.9% | Added |
| Parametric Portfolio Associates LLC | 86,154 | $9.06M | 0.00% | +15,139+21.3% | Added |
| Public Employees Retirement System of Ohio | 84,379 | $8.87M | 0.03% | +150+0.2% | Added |
| Morgan Stanley | 74,817 | $7.87M | 0.00% | +11,069+17.4% | Added |
| JPMorgan Chase & Co | 73,218 | $7.70M | 0.00% | +40,549+124.1% | Added |
| Swiss National Bank | 67,700 | $7.12M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 67,606 | $7.11M | 0.01% | +59,330+716.9% | Added |
| Stifel Financial Corp | 65,433 | $6.88M | 0.01% | +239+0.4% | Added |
| King Luther Capital Management Corp | 64,545 | $6.79M | 0.03% | −300.0% | Reduced |
| Advantage Alpha Capital Partners LP | 62,005 | $6.52M | 0.93% | +4,600+8.0% | Added |
| Bank of America Corp | 57,546 | $6.05M | 0.00% | +3,876+7.2% | Added |
| TD Asset Management Inc | 49,576 | $5.21M | 0.00% | +25,840+108.9% | Added |
| Raymond James & Associates | 47,871 | $5.04M | 0.00% | +3,745+8.5% | Added |
| Citadel Advisors LLC | 44,508 | $4.68M | 0.01% | +14,735+49.5% | Added |
| California State Teachers Retirement System | 43,610 | $4.59M | 0.01% | +1,081+2.5% | Added |
| Alliancebernstein L.P. | 37,866 | $3.98M | 0.00% | −300−0.8% | Reduced |
| UBS Asset Management Americas Inc | 35,713 | $3.76M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 35,369 | $3.72M | 0.00% | +117+0.3% | Added |
| Goldman Sachs Group Inc | 35,097 | $3.69M | 0.00% | +19,061+118.9% | Added |
| Wells Fargo & Company | 32,587 | $3.43M | 0.00% | +11,671+55.8% | Added |
| Isthmus Partners, LLC | 29,979 | $3.15M | 0.53% | −347−1.1% | Reduced |
| Aviva PLC | 29,825 | $3.14M | 0.01% | −11,893−28.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 28,248 | $2.96M | 0.04% | +28,248 | New |
| PEAK6 Investments LLC | 26,857 | $2.83M | 0.08% | +26,857 | New |
| Legal & General Group Plc | 25,941 | $2.73M | 0.00% | +485+1.9% | Added |
| State of New Jersey Common Pension Fund D | 25,614 | $2.69M | 0.01% | −7,759−23.2% | Reduced |
| Credit Suisse AG | 23,646 | $2.49M | 0.00% | −239−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 23,386 | $2.46M | 0.03% | +1,540+7.0% | Added |
| Deutsche Bank AG | 22,289 | $2.34M | 0.00% | −1,243−5.3% | Reduced |
| Principal Financial Group Inc | 21,205 | $2.23M | 0.00% | −7,348−25.7% | Reduced |
| EAM Investors, LLC | 21,126 | $2.22M | 0.36% | +21,126 | New |
| Susquehanna International Group, LLP | 20,652 | $2.17M | 0.00% | +20,652 | New |
| SG Americas Securities, LLC | 19,180 | $2.02M | 0.01% | +7,349+62.1% | Added |
| Investment Management of Virginia LLC | 18,572 | $1.95M | 0.31% | −130−0.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 18,385 | $1.94M | 0.16% | +18,385 | New |
| Aquila Investment Management LLC | 18,000 | $1.89M | 0.91% | +18,000 | New |
| American International Group, Inc. | 17,187 | $1.81M | 0.01% | −514−2.9% | Reduced |
| EMC Capital Management | 16,896 | $1.78M | 0.96% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,389 | $1.72M | 0.00% | −291−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,079 | $1.48M | 0.00% | +14,079 | New |
| State Board of Administration of Florida Retirement System | 13,625 | $1.43M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 12,843 | $1.35M | 0.00% | +11,964+1,361.1% | Added |
| Clean Yield Group | 12,729 | $1.34M | 0.45% | −150−1.2% | Reduced |
| Voya Investment Management LLC | 12,611 | $1.33M | 0.00% | −366−2.8% | Reduced |
| CSM Advisors, LLC | 12,485 | $1.31M | 0.09% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,335 | $1.30M | 0.00% | +62+0.5% | Added |
| Hillsdale Investment Management Inc. | 11,600 | $1.22M | 0.08% | −2,000−14.7% | Reduced |
| MetLife Investment Management | 11,222 | $1.18M | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 10,590 | $1.11M | 0.02% | +7,897+293.2% | Added |
| Navellier & Associates Inc | 10,327 | $1.09M | 0.16% | +7,134+223.4% | Added |
| LPL Financial LLC | 9,741 | $1.02M | 0.00% | +3,552+57.4% | Added |
| Personal Capital Advisors Corp | 9,599 | $1.01M | 0.00% | +9,599 | New |
| Citigroup Inc | 9,579 | $1.01M | 0.00% | +4,594+92.2% | Added |
| Envestnet Asset Management Inc | 8,952 | $941.0K | 0.00% | +229+2.6% | Added |
| Commerce Bank | 8,750 | $920.0K | 0.01% | −1,195−12.0% | Reduced |
| Nisa Investment Advisors, LLC | 11,960 | $916.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,382 | $881.5K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,282 | $871.0K | 0.01% | −59−0.7% | Reduced |
| Victory Capital Management Inc | 8,260 | $869.0K | 0.00% | −348−4.0% | Reduced |
| Cubist Systematic Strategies, LLC | 8,247 | $867.0K | 0.01% | +5,015+155.2% | Added |
| Handelsbanken Fonder AB | 8,158 | $858.0K | 0.00% | −900−9.9% | Reduced |
| Allstate Corp | 7,926 | $834.0K | 0.02% | −694−8.1% | Reduced |
| Baldwin Brothers Inc | 7,926 | $834.0K | 0.08% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,563 | $795.0K | 0.01% | +7,563 | New |
| Voloridge Investment Management, LLC | 7,472 | $786.0K | 0.00% | +7,472 | New |
| Aviance Capital Partners, LLC | 7,087 | $745.0K | 0.12% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,064 | $743.0K | 0.00% | +2,920+70.5% | Added |