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, Q1 2022
Institutional positions in Helios Technologies, Inc. as of Mar 31, 2022. 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
- 185
- +5 vs. Q4 2021
- Shares held
- 29.5M
- −13.1K (0.0%) vs. Q4 2021
- Total value
- $2.36B
- −$734.5M (−23.7%) vs. Q4 2021
- New holders
- 29
- 59 more added
- Sold out
- 24
- 62 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 4,668,305 | $374.6M | 1.84% | +46,746+1.0% | Added |
| Vanguard Group Inc | 2,746,305 | $220.4M | 0.01% | −2,856−0.1% | Reduced |
| Brown Capital Management LLC | 2,740,116 | $219.9M | 2.19% | +62,377+2.3% | Added |
| Price T Rowe Associates Inc | 2,687,804 | $215.7M | 0.02% | −7,464−0.3% | Reduced |
| BlackRock Inc. | 2,029,405 | $162.9M | 0.00% | −37,888−1.8% | Reduced |
| Conestoga Capital Advisors, LLC | 1,645,197 | $132.0M | 1.99% | +21,521+1.3% | Added |
| Sara-Bay Financial | 1,156,175 | $92.8M | 36.77% | −3,280−0.3% | Reduced |
| Dimensional Fund Advisors LP | 1,048,915 | $84.2M | 0.03% | −8,426−0.8% | Reduced |
| Wellington Management Group LLP | 761,652 | $61.1M | 0.01% | +94,638+14.2% | Added |
| Ameriprise Financial Inc | 737,778 | $59.2M | 0.02% | +64,301+9.5% | Added |
| GW&K Investment Management, LLC | 691,967 | $55.5M | 0.49% | +33,338+5.1% | Added |
| Standard Life Aberdeen plc | 674,166 | $52.6M | 0.13% | +40,554+6.4% | Added |
| State Street Corp | 647,934 | $52.0M | 0.00% | +13,269+2.1% | Added |
| Loomis Sayles & Co L P | 604,653 | $48.5M | 0.06% | +19,898+3.4% | Added |
| Geode Capital Management, LLC | 552,051 | $44.3M | 0.01% | +20,372+3.8% | Added |
| Royal Bank of Canada | 453,046 | $36.4M | 0.01% | +610.0% | Added |
| New York State Common Retirement Fund | 413,234 | $33.2M | 0.04% | +220.0% | Added |
| Thrivent Financial for Lutherans | 345,813 | $27.8M | 0.05% | 00.0% | Unchanged |
| Norges Bank | 321,977 | $25.8M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 316,980 | $25.4M | 0.00% | −12,452−3.8% | Reduced |
| Invesco Ltd. | 300,031 | $24.1M | 0.01% | −93,673−23.8% | Reduced |
| Iat Reinsurance Co Ltd. | 300,000 | $24.1M | 1.75% | 00.0% | Unchanged |
| Royce & Associates LP | 242,633 | $19.5M | 0.17% | −64,593−21.0% | Reduced |
| Charles Schwab Investment Management Inc | 235,140 | $18.9M | 0.01% | −29,462−11.1% | Reduced |
| RK Capital Management, LLC | 174,950 | $14.0M | 2.78% | +63,240+56.6% | Added |
| Bank of New York Mellon Corp | 150,186 | $12.1M | 0.00% | −11,176−6.9% | Reduced |
| Sapience Investments, LLC | 141,585 | $11.4M | 1.38% | +25,730+22.2% | Added |
| Comerica Bank | 122,281 | $9.11M | 0.07% | +2,547+2.1% | Added |
| Bamco Inc | 108,929 | $8.74M | 0.02% | −105,776−49.3% | Reduced |
| Nuveen Asset Management, LLC | 111,379 | $8.50M | 0.00% | −2,100−1.9% | Reduced |
| Ceredex Value Advisors LLC | 95,100 | $7.63M | 0.09% | +95,100 | New |
| SEI Investments Co | 94,890 | $7.60M | 0.02% | −12,240−11.4% | Reduced |
| Osterweis Capital Management Inc | 84,445 | $6.78M | 0.37% | +84,445 | New |
| Public Employees Retirement System of Ohio | 83,743 | $6.72M | 0.02% | −636−0.8% | Reduced |
| Advantage Alpha Capital Partners LP | 75,261 | $6.04M | 0.90% | +13,256+21.4% | Added |
| Swiss National Bank | 72,800 | $5.84M | 0.00% | +5,100+7.5% | Added |
| Morgan Stanley | 72,754 | $5.84M | 0.00% | −2,063−2.8% | Reduced |
| Parametric Portfolio Associates LLC | 71,322 | $5.72M | 0.00% | −14,832−17.2% | Reduced |
| Axiom Investors LLC | 65,172 | $5.23M | 0.12% | −28,487−30.4% | Reduced |
| King Luther Capital Management Corp | 64,510 | $5.18M | 0.03% | −35−0.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 60,647 | $4.87M | 0.01% | −47,035−43.7% | Reduced |
| Bank of America Corp | 55,495 | $4.45M | 0.00% | −2,051−3.6% | Reduced |
| Citadel Advisors LLC | 53,054 | $4.26M | 0.00% | +8,546+19.2% | Added |
| Raymond James & Associates | 52,400 | $4.21M | 0.00% | +4,529+9.5% | Added |
| First Trust Advisors LP | 49,176 | $3.95M | 0.00% | −18,430−27.3% | Reduced |
| California State Teachers Retirement System | 39,922 | $3.20M | 0.00% | −3,688−8.5% | Reduced |
| JPMorgan Chase & Co | 38,072 | $3.06M | 0.00% | −35,146−48.0% | Reduced |
| Alliancebernstein L.P. | 38,066 | $3.06M | 0.00% | +200+0.5% | Added |
| TD Asset Management Inc | 37,882 | $3.04M | 0.00% | −11,694−23.6% | Reduced |
| Credit Suisse AG | 36,562 | $2.94M | 0.00% | +12,916+54.6% | Added |
| UBS Asset Management Americas Inc | 35,713 | $2.87M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 34,762 | $2.79M | 0.00% | −607−1.7% | Reduced |
| State of New Jersey Common Pension Fund D | 33,913 | $2.72M | 0.01% | +8,299+32.4% | Added |
| Stifel Financial Corp | 32,550 | $2.61M | 0.00% | −32,883−50.3% | Reduced |
| Isthmus Partners, LLC | 30,747 | $2.47M | 0.41% | +768+2.6% | Added |
| SG Americas Securities, LLC | 29,577 | $2.37M | 0.02% | +10,397+54.2% | Added |
| HRT Financial LP | 28,314 | $2.27M | 0.02% | +28,314 | New |
| B. Metzler seel. Sohn & Co. AG | 28,248 | $2.27M | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 28,074 | $2.25M | 0.02% | +19,827+240.4% | Added |
| Legal & General Group Plc | 27,990 | $2.25M | 0.00% | +2,049+7.9% | Added |
| Knights of Columbus Asset Advisors LLC | 26,842 | $2.15M | 0.18% | +8,457+46.0% | Added |
| Goldman Sachs Group Inc | 26,499 | $2.13M | 0.00% | −8,598−24.5% | Reduced |
| Susquehanna International Group, LLP | 23,494 | $1.89M | 0.00% | +2,842+13.8% | Added |
| Oppenheimer Asset Management Inc. | 23,449 | $1.88M | 0.03% | +63+0.3% | Added |
| UBS Group AG | 23,194 | $1.86M | 0.00% | +10,351+80.6% | Added |
| Wells Fargo & Company | 22,889 | $1.84M | 0.00% | −9,698−29.8% | Reduced |
| Deutsche Bank AG | 20,303 | $1.63M | 0.00% | −1,986−8.9% | Reduced |
| Aviva PLC | 20,192 | $1.62M | 0.01% | −9,633−32.3% | Reduced |
| D. E. Shaw & Co., Inc. | 19,823 | $1.59M | 0.00% | +14,334+261.1% | Added |
| Investment Management of Virginia LLC | 18,467 | $1.48M | 0.26% | −105−0.6% | Reduced |
| MetLife Investment Management | 17,500 | $1.40M | 0.01% | +6,278+55.9% | Added |
| Two Sigma Investments, LP | 17,038 | $1.37M | 0.00% | +17,038 | New |
| Principal Financial Group Inc | 16,333 | $1.31M | 0.00% | −4,872−23.0% | Reduced |
| American International Group, Inc. | 16,056 | $1.29M | 0.01% | −1,131−6.6% | Reduced |
| Voloridge Investment Management, LLC | 14,913 | $1.20M | 0.01% | +7,441+99.6% | Added |
| Cornercap Investment Counsel Inc | 14,824 | $1.19M | 0.13% | +14,824 | New |
| Allspring Global Investments Holdings, LLC | 14,132 | $1.13M | 0.00% | +53+0.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,008 | $1.12M | 0.00% | +14,008 | New |
| State Board of Administration of Florida Retirement System | 13,625 | $1.09M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 13,314 | $1.07M | 0.00% | −3,075−18.8% | Reduced |
| Aquila Investment Management LLC | 13,000 | $1.04M | 0.59% | −5,000−27.8% | Reduced |
| Voya Investment Management LLC | 12,790 | $1.03M | 0.00% | +179+1.4% | Added |
| Clean Yield Group | 12,579 | $1.01M | 0.36% | −150−1.2% | Reduced |
| Brown Advisory Inc | 12,273 | $985.0K | 0.00% | −62−0.5% | Reduced |
| LPL Financial LLC | 12,333 | $953.0K | 0.00% | +2,592+26.6% | Added |
| Zacks Investment Management | 11,847 | $951.0K | 0.01% | +1,257+11.9% | Added |
| Nisa Investment Advisors, LLC | 11,798 | $947.0K | 0.01% | −162−1.4% | Reduced |
| Hillsdale Investment Management Inc. | 11,600 | $931.0K | 0.06% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 11,375 | $913.0K | 0.00% | +11,375 | New |
| Millennium Management LLC | 10,317 | $828.0K | 0.00% | +7,127+223.4% | Added |
| Personal Capital Advisors Corp | 9,599 | $770.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 8,870 | $712.0K | 0.00% | −82−0.9% | Reduced |
| Algert Global LLC | 8,754 | $703.0K | 0.05% | +8,754 | New |
| Commerce Bank | 8,750 | $702.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,717 | $699.5K | 0.00% | +1,784+25.7% | Added |
| Glenmede Trust Co NA | 8,665 | $695.0K | 0.00% | +1,790+26.0% | Added |
| Arizona State Retirement System | 8,321 | $668.0K | 0.01% | +39+0.5% | Added |
| Zions Bancorporation, N.A. | 8,059 | $647.0K | 0.06% | +2,028+33.6% | Added |
| Baldwin Brothers Inc | 7,926 | $636.0K | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,700 | $618.0K | 0.03% | +7,700 | New |