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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 11,222 | $1.18M | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 11,600 | $1.22M | 0.08% | −2,000−14.7% | Reduced |
| Brown Advisory Inc | 12,335 | $1.30M | 0.00% | +62+0.5% | Added |
| CSM Advisors, LLC | 12,485 | $1.31M | 0.09% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,611 | $1.33M | 0.00% | −366−2.8% | Reduced |
| Clean Yield Group | 12,729 | $1.34M | 0.45% | −150−1.2% | Reduced |
| UBS Group AG | 12,843 | $1.35M | 0.00% | +11,964+1,361.1% | Added |
| State Board of Administration of Florida Retirement System | 13,625 | $1.43M | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 14,079 | $1.48M | 0.00% | +14,079 | New |
| Manufacturers Life Insurance Company, The | 16,389 | $1.72M | 0.00% | −291−1.7% | Reduced |
| EMC Capital Management | 16,896 | $1.78M | 0.96% | 00.0% | Unchanged |
| American International Group, Inc. | 17,187 | $1.81M | 0.01% | −514−2.9% | Reduced |
| Aquila Investment Management LLC | 18,000 | $1.89M | 0.91% | +18,000 | New |
| Knights of Columbus Asset Advisors LLC | 18,385 | $1.94M | 0.16% | +18,385 | New |
| Investment Management of Virginia LLC | 18,572 | $1.95M | 0.31% | −130−0.7% | Reduced |
| SG Americas Securities, LLC | 19,180 | $2.02M | 0.01% | +7,349+62.1% | Added |
| Susquehanna International Group, LLP | 20,652 | $2.17M | 0.00% | +20,652 | New |
| EAM Investors, LLC | 21,126 | $2.22M | 0.36% | +21,126 | New |
| Principal Financial Group Inc | 21,205 | $2.23M | 0.00% | −7,348−25.7% | Reduced |
| Deutsche Bank AG | 22,289 | $2.34M | 0.00% | −1,243−5.3% | Reduced |
| Oppenheimer Asset Management Inc. | 23,386 | $2.46M | 0.03% | +1,540+7.0% | Added |
| Credit Suisse AG | 23,646 | $2.49M | 0.00% | −239−1.0% | Reduced |
| State of New Jersey Common Pension Fund D | 25,614 | $2.69M | 0.01% | −7,759−23.2% | Reduced |
| Legal & General Group Plc | 25,941 | $2.73M | 0.00% | +485+1.9% | Added |
| PEAK6 Investments LLC | 26,857 | $2.83M | 0.08% | +26,857 | New |
| B. Metzler seel. Sohn & Co. AG | 28,248 | $2.96M | 0.04% | +28,248 | New |
| Aviva PLC | 29,825 | $3.14M | 0.01% | −11,893−28.5% | Reduced |
| Isthmus Partners, LLC | 29,979 | $3.15M | 0.53% | −347−1.1% | Reduced |
| Wells Fargo & Company | 32,587 | $3.43M | 0.00% | +11,671+55.8% | Added |
| Goldman Sachs Group Inc | 35,097 | $3.69M | 0.00% | +19,061+118.9% | Added |
| Rhumbline Advisers | 35,369 | $3.72M | 0.00% | +117+0.3% | Added |
| UBS Asset Management Americas Inc | 35,713 | $3.76M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 37,866 | $3.98M | 0.00% | −300−0.8% | Reduced |
| California State Teachers Retirement System | 43,610 | $4.59M | 0.01% | +1,081+2.5% | Added |
| Citadel Advisors LLC | 44,508 | $4.68M | 0.01% | +14,735+49.5% | Added |
| Raymond James & Associates | 47,871 | $5.04M | 0.00% | +3,745+8.5% | Added |
| TD Asset Management Inc | 49,576 | $5.21M | 0.00% | +25,840+108.9% | Added |
| Bank of America Corp | 57,546 | $6.05M | 0.00% | +3,876+7.2% | Added |
| Advantage Alpha Capital Partners LP | 62,005 | $6.52M | 0.93% | +4,600+8.0% | Added |
| King Luther Capital Management Corp | 64,545 | $6.79M | 0.03% | −300.0% | Reduced |
| Stifel Financial Corp | 65,433 | $6.88M | 0.01% | +239+0.4% | Added |
| First Trust Advisors LP | 67,606 | $7.11M | 0.01% | +59,330+716.9% | Added |
| Swiss National Bank | 67,700 | $7.12M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 73,218 | $7.70M | 0.00% | +40,549+124.1% | Added |
| Morgan Stanley | 74,817 | $7.87M | 0.00% | +11,069+17.4% | Added |
| Public Employees Retirement System of Ohio | 84,379 | $8.87M | 0.03% | +150+0.2% | Added |
| Parametric Portfolio Associates LLC | 86,154 | $9.06M | 0.00% | +15,139+21.3% | Added |
| Comerica Bank | 119,734 | $9.28M | 0.07% | +7,694+6.9% | Added |
| Axiom Investors LLC | 93,659 | $9.85M | 0.18% | +5,749+6.5% | Added |
| Nuveen Asset Management, LLC | 113,479 | $10.9M | 0.00% | −9,619−7.8% | Reduced |
| SEI Investments Co | 107,130 | $11.3M | 0.02% | +11,533+12.1% | Added |
| Arrowstreet Capital, Limited Partnership | 107,682 | $11.3M | 0.01% | +23,359+27.7% | Added |
| RK Capital Management, LLC | 111,710 | $11.7M | 2.13% | −16,690−13.0% | Reduced |
| Sapience Investments, LLC | 115,855 | $12.2M | 1.39% | −35,525−23.5% | Reduced |
| Bank of New York Mellon Corp | 161,362 | $17.0M | 0.00% | −3,819−2.3% | Reduced |
| Bamco Inc | 214,705 | $22.6M | 0.05% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 223,771 | $23.5M | 0.06% | +46,577+26.3% | Added |
| Charles Schwab Investment Management Inc | 264,602 | $27.8M | 0.01% | +14,453+5.8% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $31.6M | 5.18% | 00.0% | Unchanged |
| Royce & Associates LP | 307,226 | $32.3M | 0.24% | −246,624−44.5% | Reduced |
| Norges Bank | 321,977 | $33.9M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 329,432 | $34.6M | 0.01% | −5,266−1.6% | Reduced |
| Thrivent Financial for Lutherans | 345,813 | $36.4M | 0.07% | −243,402−41.3% | Reduced |
| Invesco Ltd. | 393,704 | $41.4M | 0.01% | −12,213−3.0% | Reduced |
| New York State Common Retirement Fund | 413,212 | $43.5M | 0.04% | +620.0% | Added |
| Royal Bank of Canada | 452,985 | $47.6M | 0.01% | +7,611+1.7% | Added |
| Geode Capital Management, LLC | 531,679 | $55.9M | 0.01% | −21,122−3.8% | Reduced |
| Loomis Sayles & Co L P | 584,755 | $61.5M | 0.07% | +109,853+23.1% | Added |
| Standard Life Aberdeen plc | 633,612 | $66.6M | 0.15% | −10,674−1.7% | Reduced |
| State Street Corp | 634,665 | $66.7M | 0.00% | +10,571+1.7% | Added |
| GW&K Investment Management, LLC | 658,629 | $69.3M | 0.58% | −84,199−11.3% | Reduced |
| Wellington Management Group LLP | 667,014 | $70.1M | 0.01% | +67,415+11.2% | Added |
| Ameriprise Financial Inc | 673,477 | $70.8M | 0.02% | −43,058−6.0% | Reduced |
| Dimensional Fund Advisors LP | 1,057,341 | $111.2M | 0.03% | −6,803−0.6% | Reduced |
| Sara-Bay Financial | 1,159,455 | $121.9M | 36.61% | +168,674+17.0% | Added |
| Conestoga Capital Advisors, LLC | 1,623,676 | $170.8M | 2.22% | +123,555+8.2% | Added |
| BlackRock Inc. | 2,067,293 | $217.4M | 0.01% | +26,859+1.3% | Added |
| Brown Capital Management LLC | 2,677,739 | $281.6M | 2.33% | −6,141−0.2% | Reduced |
| Price T Rowe Associates Inc | 2,695,268 | $283.5M | 0.03% | −58,344−2.1% | Reduced |
| Vanguard Group Inc | 2,749,161 | $289.1M | 0.01% | −15,658−0.6% | Reduced |
| Wasatch Advisors Inc | 4,621,559 | $486.0M | 1.98% | −163,494−3.4% | Reduced |
| Barclays PLC | 0 | $0 | 0.00% | −14,773−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −6,490−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −5,075−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,059−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −4,037−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,134−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,826−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |