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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 15,706 | $1.03M | 0.01% | +313+2.0% | Added |
| First Trust Advisors LP | 16,054 | $1.05M | 0.00% | +8,850+122.8% | Added |
| LPL Financial LLC | 16,500 | $1.08M | 0.00% | +2,511+17.9% | Added |
| MetLife Investment Management | 17,500 | $1.14M | 0.01% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 19,297 | $1.26M | 0.24% | +1,100+6.0% | Added |
| BNP Paribas Arbitrage, SA | 20,631 | $1.35M | 0.00% | +11,968+138.2% | Added |
| Envestnet Asset Management Inc | 20,985 | $1.37M | 0.00% | +7,272+53.0% | Added |
| Oppenheimer Asset Management Inc. | 22,527 | $1.47M | 0.02% | −2,650−10.5% | Reduced |
| Deutsche Bank AG | 22,923 | $1.50M | 0.00% | +6,472+39.3% | Added |
| Federated Hermes, Inc. | 22,947 | $1.50M | 0.00% | −109,840−82.7% | Reduced |
| GHP Investment Advisors, Inc. | 26,039 | $1.70M | 0.11% | +4,491+20.8% | Added |
| Credit Suisse AG | 28,166 | $1.84M | 0.00% | +1,026+3.8% | Added |
| Knights of Columbus Asset Advisors LLC | 30,541 | $2.00M | 0.20% | +130+0.4% | Added |
| Legal & General Group Plc | 31,495 | $2.06M | 0.00% | +3,141+11.1% | Added |
| UBS Asset Management Americas Inc | 32,159 | $2.10M | 0.00% | +1,255+4.1% | Added |
| Renaissance Technologies LLC | 32,375 | $2.12M | 0.00% | +14,600+82.1% | Added |
| Goldman Sachs Group Inc | 33,289 | $2.18M | 0.00% | +4,701+16.4% | Added |
| Isthmus Partners, LLC | 34,571 | $2.26M | 0.32% | +868+2.6% | Added |
| State of New Jersey Common Pension Fund D | 35,276 | $2.31M | 0.01% | −6,460−15.5% | Reduced |
| Advantage Alpha Capital Partners LP | 35,294 | $2.31M | 0.48% | −14,878−29.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,965 | $2.42M | 0.04% | −3,037−7.6% | Reduced |
| Alliancebernstein L.P. | 38,066 | $2.49M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 39,010 | $2.55M | 0.01% | −29,440−43.0% | Reduced |
| Stifel Financial Corp | 39,051 | $2.55M | 0.00% | +3,784+10.7% | Added |
| Invesco Ltd. | 39,208 | $2.56M | 0.00% | +5,603+16.7% | Added |
| California State Teachers Retirement System | 40,708 | $2.66M | 0.00% | −578−1.4% | Reduced |
| Citadel Advisors LLC | 44,311 | $2.90M | 0.00% | −51,350−53.7% | Reduced |
| TD Asset Management Inc | 44,618 | $2.92M | 0.00% | +4,000+9.8% | Added |
| Rhumbline Advisers | 45,297 | $2.96M | 0.00% | +1,810+4.2% | Added |
| Madison Asset Management, LLC | 46,290 | $3.03M | 0.05% | +8,926+23.9% | Added |
| Susquehanna International Group, LLP | 50,436 | $3.30M | 0.01% | +28,986+135.1% | Added |
| Two Sigma Advisers, LP | 50,500 | $3.30M | 0.01% | −4,700−8.5% | Reduced |
| D. E. Shaw & Co., Inc. | 51,716 | $3.38M | 0.01% | −35,530−40.7% | Reduced |
| Raymond James & Associates | 52,271 | $3.42M | 0.00% | +2,072+4.1% | Added |
| JPMorgan Chase & Co | 52,310 | $3.42M | 0.00% | +8,056+18.2% | Added |
| Kennedy Capital Management, Inc. | 53,157 | $3.48M | 0.10% | +53,157 | New |
| Price T Rowe Associates Inc | 53,685 | $3.51M | 0.00% | −10,263−16.0% | Reduced |
| King Luther Capital Management Corp | 62,592 | $4.09M | 0.02% | +195+0.3% | Added |
| Public Employees Retirement System of Ohio | 65,689 | $4.30M | 0.02% | −5,224−7.4% | Reduced |
| Swiss National Bank | 70,300 | $4.60M | 0.00% | −8,200−10.4% | Reduced |
| Morgan Stanley | 84,269 | $5.51M | 0.00% | −39,463−31.9% | Reduced |
| Nuveen Asset Management, LLC | 85,335 | $5.58M | 0.00% | −9,413−9.9% | Reduced |
| RK Capital Management, LLC | 92,700 | $6.06M | 1.33% | +33,200+55.8% | Added |
| SEI Investments Co | 105,465 | $6.90M | 0.01% | +2,963+2.9% | Added |
| Thematics Asset Management | 111,000 | $7.26M | 0.40% | −10,000−8.3% | Reduced |
| Silvercrest Asset Management Group LLC | 126,687 | $8.29M | 0.06% | +28,917+29.6% | Added |
| Jennison Associates LLC | 154,847 | $10.1M | 0.01% | +154,847 | New |
| Adage Capital Partners GP, L.L.C. | 170,773 | $11.2M | 0.03% | +170,773 | New |
| Granite Investment Partners, LLC | 182,010 | $11.9M | 0.50% | +117,027+180.1% | Added |
| Polar Asset Management Partners Inc. | 187,900 | $12.3M | 0.22% | −59,100−23.9% | Reduced |
| Bank of New York Mellon Corp | 194,287 | $12.7M | 0.00% | +6,266+3.3% | Added |
| Royce & Associates LP | 199,819 | $13.1M | 0.13% | +500+0.3% | Added |
| Point72 Asset Management, L.P. | 215,800 | $14.1M | 0.05% | +215,800 | New |
| ACK Asset Management LLC | 255,000 | $16.7M | 2.55% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 261,345 | $17.1M | 0.01% | −1,669−0.6% | Reduced |
| Ameriprise Financial Inc | 264,411 | $17.3M | 0.01% | −242,789−47.9% | Reduced |
| Iat Reinsurance Co Ltd. | 300,000 | $19.6M | 4.01% | 00.0% | Unchanged |
| Bank of America Corp | 314,724 | $20.6M | 0.00% | +52,609+20.1% | Added |
| Northern Trust Corp | 314,965 | $20.6M | 0.00% | +3,004+1.0% | Added |
| Norges Bank | 330,841 | $21.6M | 0.00% | −6,395−1.9% | Reduced |
| Royal Bank of Canada | 416,041 | $27.2M | 0.01% | −28,707−6.5% | Reduced |
| New York State Common Retirement Fund | 424,579 | $27.8M | 0.04% | −7,200−1.7% | Reduced |
| Loomis Sayles & Co L P | 585,357 | $38.3M | 0.07% | +4,858+0.8% | Added |
| GW&K Investment Management, LLC | 586,677 | $38.4M | 0.37% | +1,195+0.2% | Added |
| Geode Capital Management, LLC | 606,284 | $39.7M | 0.01% | +24,377+4.2% | Added |
| State Street Corp | 681,450 | $44.6M | 0.00% | +22,638+3.4% | Added |
| Wellington Management Group LLP | 710,556 | $46.5M | 0.01% | +40,055+6.0% | Added |
| Sara-Bay Financial | 1,007,692 | $65.9M | 33.63% | −7,730−0.8% | Reduced |
| Dimensional Fund Advisors LP | 1,094,878 | $71.6M | 0.02% | +17,318+1.6% | Added |
| Thrivent Financial for Lutherans | 1,105,289 | $72.3M | 0.18% | +111,584+11.2% | Added |
| Conestoga Capital Advisors, LLC | 1,567,230 | $102.5M | 1.72% | +11,679+0.8% | Added |
| BlackRock Inc. | 2,062,222 | $134.9M | 0.00% | −13,169−0.6% | Reduced |
| Brown Capital Management LLC | 2,976,561 | $194.7M | 2.91% | −17,394−0.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,103,334 | $203.0M | 0.15% | +130,845+4.4% | Added |
| Vanguard Group Inc | 3,109,011 | $203.3M | 0.01% | +37,464+1.2% | Added |
| Wasatch Advisors Inc | 4,304,199 | $281.5M | 1.75% | −316,020−6.8% | Reduced |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −48,387−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −37,731−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −24,634−100.0% | Sold out |
| Intrepid Capital Management Inc | 0 | $0 | 0.00% | −11,627−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −8,656−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −6,906−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −6,317−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −5,626−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |