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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 21,548 | $1.17M | 0.08% | −22,024−50.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 24,634 | $1.34M | 0.01% | +15,626+173.5% | Added |
| Oppenheimer Asset Management Inc. | 25,177 | $1.37M | 0.02% | +2,108+9.1% | Added |
| Credit Suisse AG | 27,140 | $1.48M | 0.00% | −63,141−69.9% | Reduced |
| Legal & General Group Plc | 28,354 | $1.54M | 0.00% | −704−2.4% | Reduced |
| Goldman Sachs Group Inc | 28,588 | $1.56M | 0.00% | −99,645−77.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 30,411 | $1.66M | 0.17% | −350−1.1% | Reduced |
| UBS Asset Management Americas Inc | 30,904 | $1.68M | 0.00% | +1,724+5.9% | Added |
| Invesco Ltd. | 33,605 | $1.83M | 0.00% | −2,445−6.8% | Reduced |
| Isthmus Partners, LLC | 33,703 | $1.83M | 0.28% | +496+1.5% | Added |
| Stifel Financial Corp | 35,267 | $1.92M | 0.00% | +2,824+8.7% | Added |
| Madison Asset Management, LLC | 37,364 | $2.03M | 0.03% | +37,364 | New |
| Penn Capital Management Co Inc | 37,731 | $2.05M | 0.21% | +22,346+145.2% | Added |
| Alliancebernstein L.P. | 38,066 | $2.07M | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 40,002 | $2.18M | 0.04% | +11,565+40.7% | Added |
| TD Asset Management Inc | 40,618 | $2.21M | 0.00% | +5,200+14.7% | Added |
| California State Teachers Retirement System | 41,286 | $2.25M | 0.00% | +483+1.2% | Added |
| State of New Jersey Common Pension Fund D | 41,736 | $2.27M | 0.01% | +2,358+6.0% | Added |
| Rhumbline Advisers | 43,487 | $2.37M | 0.00% | +1,090+2.6% | Added |
| JPMorgan Chase & Co | 44,254 | $2.41M | 0.00% | +3,500+8.6% | Added |
| Voloridge Investment Management, LLC | 48,387 | $2.63M | 0.01% | −4,067−7.8% | Reduced |
| Advantage Alpha Capital Partners LP | 50,172 | $2.73M | 0.58% | +50,172 | New |
| Raymond James & Associates | 50,199 | $2.73M | 0.00% | −2,094−4.0% | Reduced |
| Two Sigma Advisers, LP | 55,200 | $3.01M | 0.01% | +12,100+28.1% | Added |
| RK Capital Management, LLC | 59,500 | $3.24M | 0.77% | −61,400−50.8% | Reduced |
| King Luther Capital Management Corp | 62,397 | $3.40M | 0.02% | −2,831−4.3% | Reduced |
| Price T Rowe Associates Inc | 63,948 | $3.48M | 0.00% | −569−0.9% | Reduced |
| Granite Investment Partners, LLC | 64,983 | $3.54M | 0.15% | +64,983 | New |
| Two Sigma Investments, LP | 68,450 | $3.73M | 0.01% | +21,149+44.7% | Added |
| Public Employees Retirement System of Ohio | 70,913 | $3.86M | 0.02% | −12,830−15.3% | Reduced |
| Swiss National Bank | 78,500 | $4.27M | 0.00% | +1,500+1.9% | Added |
| D. E. Shaw & Co., Inc. | 87,246 | $4.75M | 0.01% | +15,041+20.8% | Added |
| Nuveen Asset Management, LLC | 94,748 | $5.16M | 0.00% | −14,621−13.4% | Reduced |
| Citadel Advisors LLC | 95,661 | $5.21M | 0.01% | +30,795+47.5% | Added |
| Silvercrest Asset Management Group LLC | 97,770 | $5.32M | 0.04% | +97,770 | New |
| SEI Investments Co | 102,502 | $5.58M | 0.01% | +10,266+11.1% | Added |
| Thematics Asset Management | 121,000 | $6.59M | 0.40% | +121,000 | New |
| Morgan Stanley | 123,732 | $6.74M | 0.00% | −13,041−9.5% | Reduced |
| Federated Hermes, Inc. | 132,787 | $7.23M | 0.02% | +90,088+211.0% | Added |
| Comerica Bank | 134,128 | $8.14M | 0.06% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 188,021 | $10.2M | 0.00% | +32,375+20.8% | Added |
| Royce & Associates LP | 199,319 | $10.9M | 0.11% | −43,314−17.9% | Reduced |
| Polar Asset Management Partners Inc. | 247,000 | $13.4M | 0.19% | +146,000+144.6% | Added |
| ACK Asset Management LLC | 255,000 | $13.9M | 2.55% | +85,000+50.0% | Added |
| Bank of America Corp | 262,115 | $14.3M | 0.00% | +220,852+535.2% | Added |
| Charles Schwab Investment Management Inc | 263,014 | $14.3M | 0.00% | +7,882+3.1% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $16.3M | 3.23% | 00.0% | Unchanged |
| Northern Trust Corp | 311,961 | $17.0M | 0.00% | +4,389+1.4% | Added |
| Norges Bank | 337,236 | $18.4M | 0.00% | −37,200−9.9% | Reduced |
| New York State Common Retirement Fund | 431,779 | $23.5M | 0.03% | +18,543+4.5% | Added |
| Royal Bank of Canada | 444,748 | $24.2M | 0.01% | +2,043+0.5% | Added |
| Ameriprise Financial Inc | 507,200 | $27.6M | 0.01% | −587,198−53.7% | Reduced |
| Loomis Sayles & Co L P | 580,499 | $31.6M | 0.06% | −13,887−2.3% | Reduced |
| Geode Capital Management, LLC | 581,907 | $31.7M | 0.00% | +22,588+4.0% | Added |
| GW&K Investment Management, LLC | 585,482 | $31.9M | 0.32% | −8,363−1.4% | Reduced |
| State Street Corp | 658,812 | $35.9M | 0.00% | +6,155+0.9% | Added |
| Wellington Management Group LLP | 670,501 | $36.5M | 0.01% | +120,285+21.9% | Added |
| Thrivent Financial for Lutherans | 993,705 | $54.1M | 0.14% | +333,049+50.4% | Added |
| Sara-Bay Financial | 1,015,422 | $55.3M | 31.10% | −6,579−0.6% | Reduced |
| Dimensional Fund Advisors LP | 1,077,560 | $58.7M | 0.02% | +22,085+2.1% | Added |
| Conestoga Capital Advisors, LLC | 1,555,551 | $84.7M | 1.58% | −4,612−0.3% | Reduced |
| BlackRock Inc. | 2,075,391 | $113.0M | 0.00% | +96,126+4.9% | Added |
| T. Rowe Price Investment Management, Inc. | 2,972,489 | $161.8M | 0.12% | +334,218+12.7% | Added |
| Brown Capital Management LLC | 2,993,955 | $163.0M | 2.70% | +58,171+2.0% | Added |
| Vanguard Group Inc | 3,071,547 | $167.2M | 0.00% | +31,567+1.0% | Added |
| Wasatch Advisors Inc | 4,620,219 | $251.5M | 1.69% | +6,565+0.1% | Added |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −529,960−100.0% | Sold out |
| Sapience Investments, LLC | 0 | $0 | 0.00% | −103,680−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −39,858−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −38,567−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −27,239−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −18,190−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,393−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −14,354−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −6,802−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −6,399−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −6,280−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,746−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,031−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −1,990−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |