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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 12,333 | $953.0K | 0.00% | +2,592+26.6% | Added |
| Brown Advisory Inc | 12,273 | $985.0K | 0.00% | −62−0.5% | Reduced |
| Clean Yield Group | 12,579 | $1.01M | 0.36% | −150−1.2% | Reduced |
| Voya Investment Management LLC | 12,790 | $1.03M | 0.00% | +179+1.4% | Added |
| Aquila Investment Management LLC | 13,000 | $1.04M | 0.59% | −5,000−27.8% | Reduced |
| Manufacturers Life Insurance Company, The | 13,314 | $1.07M | 0.00% | −3,075−18.8% | Reduced |
| State Board of Administration of Florida Retirement System | 13,625 | $1.09M | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 14,008 | $1.12M | 0.00% | +14,008 | New |
| Allspring Global Investments Holdings, LLC | 14,132 | $1.13M | 0.00% | +53+0.4% | Added |
| Cornercap Investment Counsel Inc | 14,824 | $1.19M | 0.13% | +14,824 | New |
| Voloridge Investment Management, LLC | 14,913 | $1.20M | 0.01% | +7,441+99.6% | Added |
| American International Group, Inc. | 16,056 | $1.29M | 0.01% | −1,131−6.6% | Reduced |
| Principal Financial Group Inc | 16,333 | $1.31M | 0.00% | −4,872−23.0% | Reduced |
| Two Sigma Investments, LP | 17,038 | $1.37M | 0.00% | +17,038 | New |
| MetLife Investment Management | 17,500 | $1.40M | 0.01% | +6,278+55.9% | Added |
| Investment Management of Virginia LLC | 18,467 | $1.48M | 0.26% | −105−0.6% | Reduced |
| D. E. Shaw & Co., Inc. | 19,823 | $1.59M | 0.00% | +14,334+261.1% | Added |
| Aviva PLC | 20,192 | $1.62M | 0.01% | −9,633−32.3% | Reduced |
| Deutsche Bank AG | 20,303 | $1.63M | 0.00% | −1,986−8.9% | Reduced |
| Wells Fargo & Company | 22,889 | $1.84M | 0.00% | −9,698−29.8% | Reduced |
| UBS Group AG | 23,194 | $1.86M | 0.00% | +10,351+80.6% | Added |
| Oppenheimer Asset Management Inc. | 23,449 | $1.88M | 0.03% | +63+0.3% | Added |
| Susquehanna International Group, LLP | 23,494 | $1.89M | 0.00% | +2,842+13.8% | Added |
| Goldman Sachs Group Inc | 26,499 | $2.13M | 0.00% | −8,598−24.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 26,842 | $2.15M | 0.18% | +8,457+46.0% | Added |
| Legal & General Group Plc | 27,990 | $2.25M | 0.00% | +2,049+7.9% | Added |
| Cubist Systematic Strategies, LLC | 28,074 | $2.25M | 0.02% | +19,827+240.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 28,248 | $2.27M | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 28,314 | $2.27M | 0.02% | +28,314 | New |
| SG Americas Securities, LLC | 29,577 | $2.37M | 0.02% | +10,397+54.2% | Added |
| Isthmus Partners, LLC | 30,747 | $2.47M | 0.41% | +768+2.6% | Added |
| Stifel Financial Corp | 32,550 | $2.61M | 0.00% | −32,883−50.3% | Reduced |
| State of New Jersey Common Pension Fund D | 33,913 | $2.72M | 0.01% | +8,299+32.4% | Added |
| Rhumbline Advisers | 34,762 | $2.79M | 0.00% | −607−1.7% | Reduced |
| UBS Asset Management Americas Inc | 35,713 | $2.87M | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 36,562 | $2.94M | 0.00% | +12,916+54.6% | Added |
| TD Asset Management Inc | 37,882 | $3.04M | 0.00% | −11,694−23.6% | Reduced |
| Alliancebernstein L.P. | 38,066 | $3.06M | 0.00% | +200+0.5% | Added |
| JPMorgan Chase & Co | 38,072 | $3.06M | 0.00% | −35,146−48.0% | Reduced |
| California State Teachers Retirement System | 39,922 | $3.20M | 0.00% | −3,688−8.5% | Reduced |
| First Trust Advisors LP | 49,176 | $3.95M | 0.00% | −18,430−27.3% | Reduced |
| Raymond James & Associates | 52,400 | $4.21M | 0.00% | +4,529+9.5% | Added |
| Citadel Advisors LLC | 53,054 | $4.26M | 0.00% | +8,546+19.2% | Added |
| Bank of America Corp | 55,495 | $4.45M | 0.00% | −2,051−3.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 60,647 | $4.87M | 0.01% | −47,035−43.7% | Reduced |
| King Luther Capital Management Corp | 64,510 | $5.18M | 0.03% | −35−0.1% | Reduced |
| Axiom Investors LLC | 65,172 | $5.23M | 0.12% | −28,487−30.4% | Reduced |
| Parametric Portfolio Associates LLC | 71,322 | $5.72M | 0.00% | −14,832−17.2% | Reduced |
| Morgan Stanley | 72,754 | $5.84M | 0.00% | −2,063−2.8% | Reduced |
| Swiss National Bank | 72,800 | $5.84M | 0.00% | +5,100+7.5% | Added |
| Advantage Alpha Capital Partners LP | 75,261 | $6.04M | 0.90% | +13,256+21.4% | Added |
| Public Employees Retirement System of Ohio | 83,743 | $6.72M | 0.02% | −636−0.8% | Reduced |
| Osterweis Capital Management Inc | 84,445 | $6.78M | 0.37% | +84,445 | New |
| SEI Investments Co | 94,890 | $7.60M | 0.02% | −12,240−11.4% | Reduced |
| Ceredex Value Advisors LLC | 95,100 | $7.63M | 0.09% | +95,100 | New |
| Nuveen Asset Management, LLC | 111,379 | $8.50M | 0.00% | −2,100−1.9% | Reduced |
| Bamco Inc | 108,929 | $8.74M | 0.02% | −105,776−49.3% | Reduced |
| Comerica Bank | 122,281 | $9.11M | 0.07% | +2,547+2.1% | Added |
| Sapience Investments, LLC | 141,585 | $11.4M | 1.38% | +25,730+22.2% | Added |
| Bank of New York Mellon Corp | 150,186 | $12.1M | 0.00% | −11,176−6.9% | Reduced |
| RK Capital Management, LLC | 174,950 | $14.0M | 2.78% | +63,240+56.6% | Added |
| Charles Schwab Investment Management Inc | 235,140 | $18.9M | 0.01% | −29,462−11.1% | Reduced |
| Royce & Associates LP | 242,633 | $19.5M | 0.17% | −64,593−21.0% | Reduced |
| Iat Reinsurance Co Ltd. | 300,000 | $24.1M | 1.75% | 00.0% | Unchanged |
| Invesco Ltd. | 300,031 | $24.1M | 0.01% | −93,673−23.8% | Reduced |
| Northern Trust Corp | 316,980 | $25.4M | 0.00% | −12,452−3.8% | Reduced |
| Norges Bank | 321,977 | $25.8M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 345,813 | $27.8M | 0.05% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 413,234 | $33.2M | 0.04% | +220.0% | Added |
| Royal Bank of Canada | 453,046 | $36.4M | 0.01% | +610.0% | Added |
| Geode Capital Management, LLC | 552,051 | $44.3M | 0.01% | +20,372+3.8% | Added |
| Loomis Sayles & Co L P | 604,653 | $48.5M | 0.06% | +19,898+3.4% | Added |
| State Street Corp | 647,934 | $52.0M | 0.00% | +13,269+2.1% | Added |
| Standard Life Aberdeen plc | 674,166 | $52.6M | 0.13% | +40,554+6.4% | Added |
| GW&K Investment Management, LLC | 691,967 | $55.5M | 0.49% | +33,338+5.1% | Added |
| Ameriprise Financial Inc | 737,778 | $59.2M | 0.02% | +64,301+9.5% | Added |
| Wellington Management Group LLP | 761,652 | $61.1M | 0.01% | +94,638+14.2% | Added |
| Dimensional Fund Advisors LP | 1,048,915 | $84.2M | 0.03% | −8,426−0.8% | Reduced |
| Sara-Bay Financial | 1,156,175 | $92.8M | 36.77% | −3,280−0.3% | Reduced |
| Conestoga Capital Advisors, LLC | 1,645,197 | $132.0M | 1.99% | +21,521+1.3% | Added |
| BlackRock Inc. | 2,029,405 | $162.9M | 0.00% | −37,888−1.8% | Reduced |
| Price T Rowe Associates Inc | 2,687,804 | $215.7M | 0.02% | −7,464−0.3% | Reduced |
| Brown Capital Management LLC | 2,740,116 | $219.9M | 2.19% | +62,377+2.3% | Added |
| Vanguard Group Inc | 2,746,305 | $220.4M | 0.01% | −2,856−0.1% | Reduced |
| Wasatch Advisors Inc | 4,668,305 | $374.6M | 1.84% | +46,746+1.0% | Added |
| EAM Investors, LLC | 0 | $0 | 0.00% | −21,126−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −12,485−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −7,926−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −5,795−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −4,672−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,339−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −4,336−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −2,865−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −2,568−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,535−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,127−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |