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, Q2 2022
Institutional positions in Helios Technologies, Inc. as of Jun 30, 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
- 164
- −18 vs. Q1 2022
- Shares held
- 30.2M
- +761.2K (+2.6%) vs. Q1 2022
- Total value
- $2.00B
- −$357.5M (−15.2%) vs. Q1 2022
- New holders
- 12
- 54 more added
- Sold out
- 30
- 57 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 4,615,619 | $305.8M | 1.93% | −52,686−1.1% | Reduced |
| Vanguard Group Inc | 3,018,666 | $200.0M | 0.01% | +272,361+9.9% | Added |
| Brown Capital Management LLC | 2,861,955 | $189.6M | 2.54% | +121,839+4.4% | Added |
| Price T Rowe Associates Inc | 2,702,808 | $179.1M | 0.02% | +15,004+0.6% | Added |
| BlackRock Inc. | 1,985,910 | $131.6M | 0.00% | −43,495−2.1% | Reduced |
| Conestoga Capital Advisors, LLC | 1,650,540 | $109.3M | 1.99% | +5,343+0.3% | Added |
| Ameriprise Financial Inc | 1,275,099 | $84.5M | 0.03% | +537,321+72.8% | Added |
| Sara-Bay Financial | 1,149,324 | $75.8M | 38.06% | −6,851−0.6% | Reduced |
| Dimensional Fund Advisors LP | 1,044,309 | $69.2M | 0.03% | −4,606−0.4% | Reduced |
| Wellington Management Group LLP | 747,861 | $49.5M | 0.01% | −13,791−1.8% | Reduced |
| State Street Corp | 650,475 | $43.1M | 0.00% | +2,541+0.4% | Added |
| GW&K Investment Management, LLC | 643,201 | $42.6M | 0.46% | −48,766−7.0% | Reduced |
| Loomis Sayles & Co L P | 601,576 | $39.9M | 0.07% | −3,077−0.5% | Reduced |
| Geode Capital Management, LLC | 548,220 | $36.3M | 0.01% | −3,831−0.7% | Reduced |
| Standard Life Aberdeen plc | 519,164 | $34.0M | 0.11% | −155,002−23.0% | Reduced |
| Royal Bank of Canada | 449,074 | $29.8M | 0.01% | −3,972−0.9% | Reduced |
| New York State Common Retirement Fund | 413,167 | $27.4M | 0.04% | −670.0% | Reduced |
| Norges Bank | 367,178 | $24.3M | 0.01% | +45,201+14.0% | Added |
| Thrivent Financial for Lutherans | 352,381 | $23.3M | 0.06% | +6,568+1.9% | Added |
| Invesco Ltd. | 310,017 | $20.5M | 0.01% | +9,986+3.3% | Added |
| Northern Trust Corp | 309,101 | $20.5M | 0.00% | −7,879−2.5% | Reduced |
| Iat Reinsurance Co Ltd. | 300,000 | $19.9M | 3.62% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 249,128 | $16.5M | 0.01% | +13,988+5.9% | Added |
| Royce & Associates LP | 242,633 | $16.1M | 0.17% | 00.0% | Unchanged |
| Victory Capital Management Inc | 211,370 | $14.0M | 0.02% | +203,964+2,754.0% | Added |
| RK Capital Management, LLC | 177,500 | $11.8M | 2.77% | +2,550+1.5% | Added |
| Ceredex Value Advisors LLC | 151,541 | $10.0M | 0.15% | +56,441+59.3% | Added |
| Bank of New York Mellon Corp | 145,543 | $9.64M | 0.00% | −4,643−3.1% | Reduced |
| Comerica Bank | 134,128 | $8.39M | 0.07% | +11,847+9.7% | Added |
| Morgan Stanley | 116,304 | $7.71M | 0.00% | +43,550+59.9% | Added |
| Credit Suisse AG | 114,545 | $7.59M | 0.01% | +77,983+213.3% | Added |
| Nuveen Asset Management, LLC | 111,678 | $7.40M | 0.00% | +299+0.3% | Added |
| Sapience Investments, LLC | 106,060 | $7.03M | 1.32% | −35,525−25.1% | Reduced |
| HighTower Trust Services, LTA | 65,613 | $6.55M | 1.10% | +65,613 | New |
| Osterweis Capital Management Inc | 93,805 | $6.21M | 0.47% | +9,360+11.1% | Added |
| SEI Investments Co | 91,489 | $6.10M | 0.01% | −3,401−3.6% | Reduced |
| Public Employees Retirement System of Ohio | 83,743 | $5.55M | 0.02% | 00.0% | Unchanged |
| Swiss National Bank | 76,300 | $5.05M | 0.00% | +3,500+4.8% | Added |
| Advantage Alpha Capital Partners LP | 69,681 | $4.62M | 0.80% | −5,580−7.4% | Reduced |
| King Luther Capital Management Corp | 64,555 | $4.28M | 0.02% | +45+0.1% | Added |
| Bank of America Corp | 57,512 | $3.81M | 0.00% | +2,017+3.6% | Added |
| Raymond James & Associates | 53,731 | $3.56M | 0.00% | +1,331+2.5% | Added |
| Voloridge Investment Management, LLC | 49,517 | $3.28M | 0.02% | +34,604+232.0% | Added |
| California State Teachers Retirement System | 41,546 | $2.75M | 0.00% | +1,624+4.1% | Added |
| JPMorgan Chase & Co | 40,459 | $2.68M | 0.00% | +2,387+6.3% | Added |
| First Trust Advisors LP | 39,813 | $2.64M | 0.00% | −9,363−19.0% | Reduced |
| Rhumbline Advisers | 39,471 | $2.62M | 0.00% | +4,709+13.5% | Added |
| Axiom Investors LLC | 38,585 | $2.56M | 0.08% | −26,587−40.8% | Reduced |
| Alliancebernstein L.P. | 38,066 | $2.52M | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 37,882 | $2.51M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 36,536 | $2.42M | 0.00% | +823+2.3% | Added |
| State of New Jersey Common Pension Fund D | 33,913 | $2.25M | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 33,695 | $2.23M | 0.00% | −26,952−44.4% | Reduced |
| Stifel Financial Corp | 32,518 | $2.15M | 0.00% | −32−0.1% | Reduced |
| Isthmus Partners, LLC | 31,205 | $2.07M | 0.39% | +458+1.5% | Added |
| Two Sigma Investments, LP | 30,611 | $2.03M | 0.01% | +13,573+79.7% | Added |
| Legal & General Group Plc | 28,336 | $1.88M | 0.00% | +346+1.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 28,248 | $1.87M | 0.03% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 27,148 | $1.80M | 0.18% | +306+1.1% | Added |
| Goldman Sachs Group Inc | 25,819 | $1.71M | 0.00% | −680−2.6% | Reduced |
| GHP Investment Advisors, Inc. | 24,528 | $1.63M | 0.12% | +24,528 | New |
| Renaissance Technologies LLC | 24,075 | $1.59M | 0.00% | +12,700+111.6% | Added |
| D. E. Shaw & Co., Inc. | 23,555 | $1.56M | 0.00% | +3,732+18.8% | Added |
| Oppenheimer Asset Management Inc. | 23,027 | $1.53M | 0.03% | −422−1.8% | Reduced |
| Aviva PLC | 20,192 | $1.34M | 0.01% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 18,467 | $1.22M | 0.25% | 00.0% | Unchanged |
| Deutsche Bank AG | 17,854 | $1.18M | 0.00% | −2,449−12.1% | Reduced |
| MetLife Investment Management | 17,500 | $1.16M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 16,900 | $1.12M | 0.00% | −6,294−27.1% | Reduced |
| Alpha Paradigm Partners, LLC | 16,674 | $1.10M | 0.46% | +16,674 | New |
| American International Group, Inc. | 15,231 | $1.01M | 0.01% | −825−5.1% | Reduced |
| Cubist Systematic Strategies, LLC | 13,777 | $913.0K | 0.01% | −14,297−50.9% | Reduced |
| State Board of Administration of Florida Retirement System | 13,625 | $903.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 13,434 | $890.0K | 0.00% | −2,899−17.7% | Reduced |
| Manufacturers Life Insurance Company, The | 13,057 | $865.0K | 0.00% | −257−1.9% | Reduced |
| Voya Investment Management LLC | 12,921 | $856.0K | 0.00% | +131+1.0% | Added |
| LPL Financial LLC | 13,236 | $848.0K | 0.00% | +903+7.3% | Added |
| Clean Yield Group | 12,379 | $820.0K | 0.34% | −200−1.6% | Reduced |
| Brown Advisory Inc | 12,273 | $813.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,798 | $782.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 11,600 | $769.0K | 0.06% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 11,400 | $755.0K | 0.00% | +11,400 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 11,207 | $742.0K | 0.00% | −2,801−20.0% | Reduced |
| SG Americas Securities, LLC | 11,033 | $731.0K | 0.01% | −18,544−62.7% | Reduced |
| Zions Bancorporation, N.A. | 9,831 | $651.0K | 0.07% | +1,772+22.0% | Added |
| Personal Capital Advisors Corp | 9,599 | $636.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 9,367 | $621.0K | 0.00% | +497+5.6% | Added |
| Arizona State Retirement System | 8,781 | $582.0K | 0.01% | +460+5.5% | Added |
| Millennium Management LLC | 8,728 | $578.0K | 0.00% | −1,589−15.4% | Reduced |
| Glenmede Trust Co NA | 8,169 | $541.0K | 0.00% | −496−5.7% | Reduced |
| State of Wisconsin Investment Board | 8,163 | $541.0K | 0.00% | +8,163 | New |
| BNP Paribas Arbitrage, SA | 8,145 | $539.6K | 0.00% | −572−6.6% | Reduced |
| Baldwin Brothers Inc | 7,926 | $525.0K | 0.07% | 00.0% | Unchanged |
| Commerce Bank | 7,764 | $515.0K | 0.00% | −986−11.3% | Reduced |
| Aviance Capital Partners, LLC | 7,087 | $470.0K | 0.10% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,048 | $467.0K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,858 | $454.0K | 0.00% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 6,300 | $417.0K | 0.07% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 6,195 | $411.0K | 0.00% | +30.0% | Added |
| Baird Financial Group, Inc. | 6,099 | $404.0K | 0.00% | +102+1.7% | Added |