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 2023
Institutional positions in Helios Technologies, Inc. as of Mar 31, 2023. 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
- 176
- +12 vs. Q4 2022
- Shares held
- 30.2M
- +321.1K (+1.1%) vs. Q4 2022
- Total value
- $1.98B
- +$348.8M (+21.4%) vs. Q4 2022
- New holders
- 25
- 69 more added
- Sold out
- 13
- 48 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 4,304,199 | $281.5M | 1.75% | −316,020−6.8% | Reduced |
| Vanguard Group Inc | 3,109,011 | $203.3M | 0.01% | +37,464+1.2% | Added |
| T. Rowe Price Investment Management, Inc. | 3,103,334 | $203.0M | 0.15% | +130,845+4.4% | Added |
| Brown Capital Management LLC | 2,976,561 | $194.7M | 2.91% | −17,394−0.6% | Reduced |
| BlackRock Inc. | 2,062,222 | $134.9M | 0.00% | −13,169−0.6% | Reduced |
| Conestoga Capital Advisors, LLC | 1,567,230 | $102.5M | 1.72% | +11,679+0.8% | Added |
| Thrivent Financial for Lutherans | 1,105,289 | $72.3M | 0.18% | +111,584+11.2% | Added |
| Dimensional Fund Advisors LP | 1,094,878 | $71.6M | 0.02% | +17,318+1.6% | Added |
| Sara-Bay Financial | 1,007,692 | $65.9M | 33.63% | −7,730−0.8% | Reduced |
| Wellington Management Group LLP | 710,556 | $46.5M | 0.01% | +40,055+6.0% | Added |
| State Street Corp | 681,450 | $44.6M | 0.00% | +22,638+3.4% | Added |
| Geode Capital Management, LLC | 606,284 | $39.7M | 0.01% | +24,377+4.2% | Added |
| GW&K Investment Management, LLC | 586,677 | $38.4M | 0.37% | +1,195+0.2% | Added |
| Loomis Sayles & Co L P | 585,357 | $38.3M | 0.07% | +4,858+0.8% | Added |
| New York State Common Retirement Fund | 424,579 | $27.8M | 0.04% | −7,200−1.7% | Reduced |
| Royal Bank of Canada | 416,041 | $27.2M | 0.01% | −28,707−6.5% | Reduced |
| Norges Bank | 330,841 | $21.6M | 0.00% | −6,395−1.9% | Reduced |
| Northern Trust Corp | 314,965 | $20.6M | 0.00% | +3,004+1.0% | Added |
| Bank of America Corp | 314,724 | $20.6M | 0.00% | +52,609+20.1% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $19.6M | 4.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 264,411 | $17.3M | 0.01% | −242,789−47.9% | Reduced |
| Charles Schwab Investment Management Inc | 261,345 | $17.1M | 0.01% | −1,669−0.6% | Reduced |
| ACK Asset Management LLC | 255,000 | $16.7M | 2.55% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 215,800 | $14.1M | 0.05% | +215,800 | New |
| Royce & Associates LP | 199,819 | $13.1M | 0.13% | +500+0.3% | Added |
| Bank of New York Mellon Corp | 194,287 | $12.7M | 0.00% | +6,266+3.3% | Added |
| Polar Asset Management Partners Inc. | 187,900 | $12.3M | 0.22% | −59,100−23.9% | Reduced |
| Granite Investment Partners, LLC | 182,010 | $11.9M | 0.50% | +117,027+180.1% | Added |
| Adage Capital Partners GP, L.L.C. | 170,773 | $11.2M | 0.03% | +170,773 | New |
| Jennison Associates LLC | 154,847 | $10.1M | 0.01% | +154,847 | New |
| Silvercrest Asset Management Group LLC | 126,687 | $8.29M | 0.06% | +28,917+29.6% | Added |
| Thematics Asset Management | 111,000 | $7.26M | 0.40% | −10,000−8.3% | Reduced |
| SEI Investments Co | 105,465 | $6.90M | 0.01% | +2,963+2.9% | Added |
| RK Capital Management, LLC | 92,700 | $6.06M | 1.33% | +33,200+55.8% | Added |
| Nuveen Asset Management, LLC | 85,335 | $5.58M | 0.00% | −9,413−9.9% | Reduced |
| Morgan Stanley | 84,269 | $5.51M | 0.00% | −39,463−31.9% | Reduced |
| Swiss National Bank | 70,300 | $4.60M | 0.00% | −8,200−10.4% | Reduced |
| Public Employees Retirement System of Ohio | 65,689 | $4.30M | 0.02% | −5,224−7.4% | Reduced |
| King Luther Capital Management Corp | 62,592 | $4.09M | 0.02% | +195+0.3% | Added |
| Price T Rowe Associates Inc | 53,685 | $3.51M | 0.00% | −10,263−16.0% | Reduced |
| Kennedy Capital Management, Inc. | 53,157 | $3.48M | 0.10% | +53,157 | New |
| JPMorgan Chase & Co | 52,310 | $3.42M | 0.00% | +8,056+18.2% | Added |
| Raymond James & Associates | 52,271 | $3.42M | 0.00% | +2,072+4.1% | Added |
| D. E. Shaw & Co., Inc. | 51,716 | $3.38M | 0.01% | −35,530−40.7% | Reduced |
| Two Sigma Advisers, LP | 50,500 | $3.30M | 0.01% | −4,700−8.5% | Reduced |
| Susquehanna International Group, LLP | 50,436 | $3.30M | 0.01% | +28,986+135.1% | Added |
| Madison Asset Management, LLC | 46,290 | $3.03M | 0.05% | +8,926+23.9% | Added |
| Rhumbline Advisers | 45,297 | $2.96M | 0.00% | +1,810+4.2% | Added |
| TD Asset Management Inc | 44,618 | $2.92M | 0.00% | +4,000+9.8% | Added |
| Citadel Advisors LLC | 44,311 | $2.90M | 0.00% | −51,350−53.7% | Reduced |
| California State Teachers Retirement System | 40,708 | $2.66M | 0.00% | −578−1.4% | Reduced |
| Invesco Ltd. | 39,208 | $2.56M | 0.00% | +5,603+16.7% | Added |
| Stifel Financial Corp | 39,051 | $2.55M | 0.00% | +3,784+10.7% | Added |
| Two Sigma Investments, LP | 39,010 | $2.55M | 0.01% | −29,440−43.0% | Reduced |
| Alliancebernstein L.P. | 38,066 | $2.49M | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 36,965 | $2.42M | 0.04% | −3,037−7.6% | Reduced |
| Advantage Alpha Capital Partners LP | 35,294 | $2.31M | 0.48% | −14,878−29.7% | Reduced |
| State of New Jersey Common Pension Fund D | 35,276 | $2.31M | 0.01% | −6,460−15.5% | Reduced |
| Isthmus Partners, LLC | 34,571 | $2.26M | 0.32% | +868+2.6% | Added |
| Goldman Sachs Group Inc | 33,289 | $2.18M | 0.00% | +4,701+16.4% | Added |
| Renaissance Technologies LLC | 32,375 | $2.12M | 0.00% | +14,600+82.1% | Added |
| UBS Asset Management Americas Inc | 32,159 | $2.10M | 0.00% | +1,255+4.1% | Added |
| Legal & General Group Plc | 31,495 | $2.06M | 0.00% | +3,141+11.1% | Added |
| Knights of Columbus Asset Advisors LLC | 30,541 | $2.00M | 0.20% | +130+0.4% | Added |
| Credit Suisse AG | 28,166 | $1.84M | 0.00% | +1,026+3.8% | Added |
| GHP Investment Advisors, Inc. | 26,039 | $1.70M | 0.11% | +4,491+20.8% | Added |
| Federated Hermes, Inc. | 22,947 | $1.50M | 0.00% | −109,840−82.7% | Reduced |
| Deutsche Bank AG | 22,923 | $1.50M | 0.00% | +6,472+39.3% | Added |
| Oppenheimer Asset Management Inc. | 22,527 | $1.47M | 0.02% | −2,650−10.5% | Reduced |
| Envestnet Asset Management Inc | 20,985 | $1.37M | 0.00% | +7,272+53.0% | Added |
| BNP Paribas Arbitrage, SA | 20,631 | $1.35M | 0.00% | +11,968+138.2% | Added |
| Investment Management of Virginia LLC | 19,297 | $1.26M | 0.24% | +1,100+6.0% | Added |
| MetLife Investment Management | 17,500 | $1.14M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 16,500 | $1.08M | 0.00% | +2,511+17.9% | Added |
| First Trust Advisors LP | 16,054 | $1.05M | 0.00% | +8,850+122.8% | Added |
| American International Group, Inc. | 15,706 | $1.03M | 0.01% | +313+2.0% | Added |
| Dynamic Technology Lab Private Ltd | 14,472 | $946.0K | 0.09% | +14,472 | New |
| Mirae Asset Global Investments Co., Ltd. | 14,249 | $931.9K | 0.00% | +274+2.0% | Added |
| State of Wisconsin Investment Board | 14,200 | $928.7K | 0.00% | −1,756−11.0% | Reduced |
| Janus Henderson Group PLC | 14,016 | $915.9K | 0.00% | +7,806+125.7% | Added |
| State Board of Administration of Florida Retirement System | 13,625 | $891.1K | 0.00% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 13,151 | $860.0K | 0.36% | +13,151 | New |
| Manufacturers Life Insurance Company, The | 13,075 | $855.1K | 0.00% | +44+0.3% | Added |
| Voya Investment Management LLC | 13,030 | $852.2K | 0.00% | +20+0.2% | Added |
| Zions Bancorporation, N.A. | 12,764 | $834.8K | 0.07% | +2,424+23.4% | Added |
| Brown Advisory Inc | 12,273 | $802.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,155 | $794.9K | 0.00% | +12,155 | New |
| Nisa Investment Advisors, LLC | 11,822 | $773.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 11,794 | $771.3K | 0.33% | −585−4.7% | Reduced |
| SG Americas Securities, LLC | 11,091 | $725.0K | 0.01% | +9,225+494.4% | Added |
| American Century Companies Inc | 11,090 | $717.0K | 0.00% | +3,654+49.1% | Added |
| Moneta Group Investment Advisors LLC | 10,025 | $655.6K | 0.02% | +10,025 | New |
| ClariVest Asset Management LLC | 9,612 | $629.0K | 0.03% | +9,612 | New |
| Truist Financial Corp | 9,443 | $617.6K | 0.00% | +9,443 | New |
| Arizona State Retirement System | 9,433 | $616.9K | 0.01% | +250+2.7% | Added |
| ExodusPoint Capital Management, LP | 9,401 | $615.0K | 0.01% | +9,401 | New |
| Victory Capital Management Inc | 9,369 | $612.7K | 0.00% | −851−8.3% | Reduced |
| Empower Advisory Group, LLC | 9,150 | $596.1K | 0.00% | +9,150 | New |
| Wells Fargo & Company | 8,674 | $567.3K | 0.00% | +6,341+271.8% | Added |
| Baldwin Brothers Inc | 7,926 | $518.4K | 0.05% | 00.0% | Unchanged |