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 2022
Institutional positions in Helios Technologies, Inc. as of Dec 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
- 166
- 0 vs. Q3 2022
- Shares held
- 30.1M
- +154.9K (+0.5%) vs. Q3 2022
- Total value
- $1.64B
- +$123.8M (+8.2%) vs. Q3 2022
- New holders
- 23
- 60 more added
- Sold out
- 23
- 51 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 4,620,219 | $251.5M | 1.69% | +6,565+0.1% | Added |
| Vanguard Group Inc | 3,071,547 | $167.2M | 0.00% | +31,567+1.0% | Added |
| Brown Capital Management LLC | 2,993,955 | $163.0M | 2.70% | +58,171+2.0% | Added |
| T. Rowe Price Investment Management, Inc. | 2,972,489 | $161.8M | 0.12% | +334,218+12.7% | Added |
| BlackRock Inc. | 2,075,391 | $113.0M | 0.00% | +96,126+4.9% | Added |
| Conestoga Capital Advisors, LLC | 1,555,551 | $84.7M | 1.58% | −4,612−0.3% | Reduced |
| Dimensional Fund Advisors LP | 1,077,560 | $58.7M | 0.02% | +22,085+2.1% | Added |
| Sara-Bay Financial | 1,015,422 | $55.3M | 31.10% | −6,579−0.6% | Reduced |
| Thrivent Financial for Lutherans | 993,705 | $54.1M | 0.14% | +333,049+50.4% | Added |
| Wellington Management Group LLP | 670,501 | $36.5M | 0.01% | +120,285+21.9% | Added |
| State Street Corp | 658,812 | $35.9M | 0.00% | +6,155+0.9% | Added |
| GW&K Investment Management, LLC | 585,482 | $31.9M | 0.32% | −8,363−1.4% | Reduced |
| Geode Capital Management, LLC | 581,907 | $31.7M | 0.00% | +22,588+4.0% | Added |
| Loomis Sayles & Co L P | 580,499 | $31.6M | 0.06% | −13,887−2.3% | Reduced |
| Ameriprise Financial Inc | 507,200 | $27.6M | 0.01% | −587,198−53.7% | Reduced |
| Royal Bank of Canada | 444,748 | $24.2M | 0.01% | +2,043+0.5% | Added |
| New York State Common Retirement Fund | 431,779 | $23.5M | 0.03% | +18,543+4.5% | Added |
| Norges Bank | 337,236 | $18.4M | 0.00% | −37,200−9.9% | Reduced |
| Northern Trust Corp | 311,961 | $17.0M | 0.00% | +4,389+1.4% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $16.3M | 3.23% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 263,014 | $14.3M | 0.00% | +7,882+3.1% | Added |
| Bank of America Corp | 262,115 | $14.3M | 0.00% | +220,852+535.2% | Added |
| ACK Asset Management LLC | 255,000 | $13.9M | 2.55% | +85,000+50.0% | Added |
| Polar Asset Management Partners Inc. | 247,000 | $13.4M | 0.19% | +146,000+144.6% | Added |
| Royce & Associates LP | 199,319 | $10.9M | 0.11% | −43,314−17.9% | Reduced |
| Bank of New York Mellon Corp | 188,021 | $10.2M | 0.00% | +32,375+20.8% | Added |
| Comerica Bank | 134,128 | $8.14M | 0.06% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 132,787 | $7.23M | 0.02% | +90,088+211.0% | Added |
| Morgan Stanley | 123,732 | $6.74M | 0.00% | −13,041−9.5% | Reduced |
| Thematics Asset Management | 121,000 | $6.59M | 0.40% | +121,000 | New |
| SEI Investments Co | 102,502 | $5.58M | 0.01% | +10,266+11.1% | Added |
| Silvercrest Asset Management Group LLC | 97,770 | $5.32M | 0.04% | +97,770 | New |
| Citadel Advisors LLC | 95,661 | $5.21M | 0.01% | +30,795+47.5% | Added |
| Nuveen Asset Management, LLC | 94,748 | $5.16M | 0.00% | −14,621−13.4% | Reduced |
| D. E. Shaw & Co., Inc. | 87,246 | $4.75M | 0.01% | +15,041+20.8% | Added |
| Swiss National Bank | 78,500 | $4.27M | 0.00% | +1,500+1.9% | Added |
| Public Employees Retirement System of Ohio | 70,913 | $3.86M | 0.02% | −12,830−15.3% | Reduced |
| Two Sigma Investments, LP | 68,450 | $3.73M | 0.01% | +21,149+44.7% | Added |
| Granite Investment Partners, LLC | 64,983 | $3.54M | 0.15% | +64,983 | New |
| Price T Rowe Associates Inc | 63,948 | $3.48M | 0.00% | −569−0.9% | Reduced |
| King Luther Capital Management Corp | 62,397 | $3.40M | 0.02% | −2,831−4.3% | Reduced |
| RK Capital Management, LLC | 59,500 | $3.24M | 0.77% | −61,400−50.8% | Reduced |
| Two Sigma Advisers, LP | 55,200 | $3.01M | 0.01% | +12,100+28.1% | Added |
| Raymond James & Associates | 50,199 | $2.73M | 0.00% | −2,094−4.0% | Reduced |
| Advantage Alpha Capital Partners LP | 50,172 | $2.73M | 0.58% | +50,172 | New |
| Voloridge Investment Management, LLC | 48,387 | $2.63M | 0.01% | −4,067−7.8% | Reduced |
| JPMorgan Chase & Co | 44,254 | $2.41M | 0.00% | +3,500+8.6% | Added |
| Rhumbline Advisers | 43,487 | $2.37M | 0.00% | +1,090+2.6% | Added |
| State of New Jersey Common Pension Fund D | 41,736 | $2.27M | 0.01% | +2,358+6.0% | Added |
| California State Teachers Retirement System | 41,286 | $2.25M | 0.00% | +483+1.2% | Added |
| TD Asset Management Inc | 40,618 | $2.21M | 0.00% | +5,200+14.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 40,002 | $2.18M | 0.04% | +11,565+40.7% | Added |
| Alliancebernstein L.P. | 38,066 | $2.07M | 0.00% | 00.0% | Unchanged |
| Penn Capital Management Co Inc | 37,731 | $2.05M | 0.21% | +22,346+145.2% | Added |
| Madison Asset Management, LLC | 37,364 | $2.03M | 0.03% | +37,364 | New |
| Stifel Financial Corp | 35,267 | $1.92M | 0.00% | +2,824+8.7% | Added |
| Isthmus Partners, LLC | 33,703 | $1.83M | 0.28% | +496+1.5% | Added |
| Invesco Ltd. | 33,605 | $1.83M | 0.00% | −2,445−6.8% | Reduced |
| UBS Asset Management Americas Inc | 30,904 | $1.68M | 0.00% | +1,724+5.9% | Added |
| Knights of Columbus Asset Advisors LLC | 30,411 | $1.66M | 0.17% | −350−1.1% | Reduced |
| Goldman Sachs Group Inc | 28,588 | $1.56M | 0.00% | −99,645−77.7% | Reduced |
| Legal & General Group Plc | 28,354 | $1.54M | 0.00% | −704−2.4% | Reduced |
| Credit Suisse AG | 27,140 | $1.48M | 0.00% | −63,141−69.9% | Reduced |
| Oppenheimer Asset Management Inc. | 25,177 | $1.37M | 0.02% | +2,108+9.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 24,634 | $1.34M | 0.01% | +15,626+173.5% | Added |
| GHP Investment Advisors, Inc. | 21,548 | $1.17M | 0.08% | −22,024−50.5% | Reduced |
| Susquehanna International Group, LLP | 21,450 | $1.17M | 0.00% | −17,015−44.2% | Reduced |
| Investment Management of Virginia LLC | 18,197 | $990.6K | 0.19% | −230−1.2% | Reduced |
| Renaissance Technologies LLC | 17,775 | $968.0K | 0.00% | −31,100−63.6% | Reduced |
| MetLife Investment Management | 17,500 | $952.7K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 16,451 | $895.6K | 0.00% | +1,682+11.4% | Added |
| State of Wisconsin Investment Board | 15,956 | $868.6K | 0.00% | +7,901+98.1% | Added |
| American International Group, Inc. | 15,393 | $838.0K | 0.01% | −56−0.4% | Reduced |
| LPL Financial LLC | 13,989 | $773.5K | 0.00% | −78−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,975 | $760.8K | 0.00% | +303+2.2% | Added |
| Envestnet Asset Management Inc | 13,713 | $746.5K | 0.00% | +4,503+48.9% | Added |
| State Board of Administration of Florida Retirement System | 13,625 | $741.7K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 13,031 | $709.4K | 0.00% | +177+1.4% | Added |
| Voya Investment Management LLC | 13,010 | $708.3K | 0.00% | −40.0% | Reduced |
| Clean Yield Group | 12,379 | $673.9K | 0.29% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,273 | $668.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,822 | $644.0K | 0.01% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 11,627 | $633.0K | 0.55% | −2,825−19.5% | Reduced |
| Zions Bancorporation, N.A. | 10,340 | $562.9K | 0.04% | +542+5.5% | Added |
| Victory Capital Management Inc | 10,220 | $556.4K | 0.00% | +3,404+49.9% | Added |
| UBS Group AG | 9,387 | $511.0K | 0.00% | +8,586+1,071.9% | Added |
| Arizona State Retirement System | 9,183 | $499.9K | 0.00% | +355+4.0% | Added |
| Personal Capital Advisors Corp | 9,150 | $498.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,663 | $471.6K | 0.00% | −4,226−32.8% | Reduced |
| Westwood Holdings Group Inc. | 8,656 | $471.0K | 0.00% | +8,656 | New |
| Teacher Retirement System of Texas | 8,558 | $466.0K | 0.00% | −3,614−29.7% | Reduced |
| Qube Research & Technologies Ltd | 8,090 | $440.4K | 0.00% | +1,074+15.3% | Added |
| Baldwin Brothers Inc | 7,926 | $431.5K | 0.04% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,730 | $420.8K | 0.00% | −30−0.4% | Reduced |
| Commerce Bank | 7,514 | $409.1K | 0.00% | −250−3.2% | Reduced |
| American Century Companies Inc | 7,436 | $404.8K | 0.00% | +2,853+62.3% | Added |
| First Trust Advisors LP | 7,204 | $392.2K | 0.00% | −32,905−82.0% | Reduced |
| Aviance Capital Partners, LLC | 7,087 | $385.8K | 0.09% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,048 | $383.7K | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 6,906 | $376.0K | 0.00% | −976−12.4% | Reduced |