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 2023
Institutional positions in Helios Technologies, Inc. as of Jun 30, 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
- 170
- −5 vs. Q1 2023
- Shares held
- 30.7M
- +470.6K (+1.6%) vs. Q1 2023
- Total value
- $2.02B
- +$42.8M (+2.2%) vs. Q1 2023
- New holders
- 16
- 59 more added
- Sold out
- 21
- 66 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 4,064,217 | $268.6M | 1.63% | −239,982−5.6% | Reduced |
| Vanguard Group Inc | 3,108,200 | $205.4M | 0.00% | −8110.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,072,576 | $203.1M | 0.14% | −30,758−1.0% | Reduced |
| Brown Capital Management LLC | 2,918,177 | $192.9M | 2.74% | −58,384−2.0% | Reduced |
| BlackRock Inc. | 2,167,917 | $143.3M | 0.00% | +105,695+5.1% | Added |
| Conestoga Capital Advisors, LLC | 2,042,979 | $135.0M | 2.14% | +475,749+30.4% | Added |
| Thrivent Financial for Lutherans | 1,409,557 | $93.2M | 0.21% | +304,268+27.5% | Added |
| Dimensional Fund Advisors LP | 1,124,243 | $74.3M | 0.02% | +29,365+2.7% | Added |
| Sara-Bay Financial | 995,141 | $65.8M | 31.98% | −12,551−1.2% | Reduced |
| State Street Corp | 693,159 | $45.8M | 0.00% | +11,709+1.7% | Added |
| ACK Asset Management LLC | 635,000 | $42.0M | 5.23% | +380,000+149.0% | Added |
| Geode Capital Management, LLC | 630,121 | $41.6M | 0.00% | +23,837+3.9% | Added |
| Loomis Sayles & Co L P | 579,993 | $38.3M | 0.06% | −5,364−0.9% | Reduced |
| Wellington Management Group LLP | 513,866 | $34.0M | 0.01% | −196,690−27.7% | Reduced |
| New York State Common Retirement Fund | 420,856 | $27.8M | 0.04% | −3,723−0.9% | Reduced |
| Royal Bank of Canada | 385,111 | $25.5M | 0.01% | −30,930−7.4% | Reduced |
| Northern Trust Corp | 319,938 | $21.1M | 0.00% | +4,973+1.6% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $19.8M | 3.83% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 295,969 | $19.6M | 0.19% | −290,708−49.6% | Reduced |
| Bank of America Corp | 295,948 | $19.6M | 0.00% | −18,776−6.0% | Reduced |
| Norges Bank | 291,692 | $19.3M | 0.00% | −39,149−11.8% | Reduced |
| Charles Schwab Investment Management Inc | 264,050 | $17.5M | 0.00% | +2,705+1.0% | Added |
| Ameriprise Financial Inc | 262,104 | $17.3M | 0.01% | −2,307−0.9% | Reduced |
| Royce & Associates LP | 210,919 | $13.9M | 0.14% | +11,100+5.6% | Added |
| Voya Investment Management LLC | 191,507 | $12.7M | 0.01% | +178,477+1,369.7% | Added |
| Granite Investment Partners, LLC | 190,140 | $12.6M | 0.50% | +8,130+4.5% | Added |
| Bank of New York Mellon Corp | 185,700 | $12.3M | 0.00% | −8,587−4.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 150,773 | $9.96M | 0.02% | −20,000−11.7% | Reduced |
| Silvercrest Asset Management Group LLC | 148,478 | $9.81M | 0.07% | +21,791+17.2% | Added |
| Kennedy Capital Management, Inc. | 120,537 | $7.97M | 0.19% | +67,380+126.8% | Added |
| SEI Investments Co | 106,138 | $7.01M | 0.01% | +673+0.6% | Added |
| Thematics Asset Management | 103,000 | $6.81M | 0.33% | −8,000−7.2% | Reduced |
| RK Capital Management, LLC | 102,900 | $6.80M | 1.46% | +10,200+11.0% | Added |
| Morgan Stanley | 95,268 | $6.30M | 0.00% | +10,999+13.1% | Added |
| Nuveen Asset Management, LLC | 86,930 | $5.75M | 0.00% | +1,595+1.9% | Added |
| Jacobs Levy Equity Management, Inc | 75,209 | $4.97M | 0.03% | +75,209 | New |
| B. Metzler seel. Sohn & Co. AG | 73,930 | $4.89M | 0.07% | +36,965+100.0% | Added |
| Sapience Investments, LLC | 72,250 | $4.78M | 1.07% | +72,250 | New |
| Swiss National Bank | 71,000 | $4.69M | 0.00% | +700+1.0% | Added |
| Public Employees Retirement System of Ohio | 65,689 | $4.34M | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 63,505 | $4.20M | 0.02% | +913+1.5% | Added |
| Madison Asset Management, LLC | 58,741 | $3.88M | 0.06% | +12,451+26.9% | Added |
| JPMorgan Chase & Co | 56,277 | $3.72M | 0.00% | +3,967+7.6% | Added |
| Two Sigma Advisers, LP | 54,500 | $3.60M | 0.01% | +4,000+7.9% | Added |
| Price T Rowe Associates Inc | 54,086 | $3.58M | 0.00% | +401+0.7% | Added |
| Raymond James & Associates | 51,752 | $3.42M | 0.00% | −519−1.0% | Reduced |
| Advantage Alpha Capital Partners LP | 50,968 | $3.37M | 0.67% | +15,674+44.4% | Added |
| State of New Jersey Common Pension Fund D | 48,449 | $3.20M | 0.01% | +13,173+37.3% | Added |
| Rhumbline Advisers | 45,035 | $2.98M | 0.00% | −262−0.6% | Reduced |
| TD Asset Management Inc | 44,418 | $2.94M | 0.00% | −200−0.4% | Reduced |
| Invesco Ltd. | 40,031 | $2.65M | 0.00% | +823+2.1% | Added |
| Goldman Sachs Group Inc | 39,595 | $2.62M | 0.00% | +6,306+18.9% | Added |
| California State Teachers Retirement System | 39,578 | $2.62M | 0.00% | −1,130−2.8% | Reduced |
| Stifel Financial Corp | 38,282 | $2.53M | 0.00% | −769−2.0% | Reduced |
| Alliancebernstein L.P. | 38,070 | $2.52M | 0.00% | +40.0% | Added |
| Federated Hermes, Inc. | 35,979 | $2.38M | 0.01% | +13,032+56.8% | Added |
| Two Sigma Investments, LP | 35,261 | $2.33M | 0.01% | −3,749−9.6% | Reduced |
| Isthmus Partners, LLC | 34,510 | $2.28M | 0.31% | −61−0.2% | Reduced |
| Legal & General Group Plc | 32,573 | $2.15M | 0.00% | +1,078+3.4% | Added |
| UBS Asset Management Americas Inc | 32,159 | $2.10M | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 31,404 | $2.08M | 0.00% | +3,238+11.5% | Added |
| Knights of Columbus Asset Advisors LLC | 30,608 | $2.02M | 0.18% | +67+0.2% | Added |
| First Trust Advisors LP | 29,986 | $1.98M | 0.00% | +13,932+86.8% | Added |
| GHP Investment Advisors, Inc. | 32,860 | $1.90M | 0.11% | +6,821+26.2% | Added |
| Susquehanna International Group, LLP | 27,916 | $1.84M | 0.00% | −22,520−44.7% | Reduced |
| Millennium Management LLC | 27,912 | $1.84M | 0.00% | +27,912 | New |
| Russell Investments Group, Ltd. | 24,858 | $1.64M | 0.00% | +24,858 | New |
| Citadel Advisors LLC | 23,869 | $1.58M | 0.00% | −20,442−46.1% | Reduced |
| Oppenheimer Asset Management Inc. | 22,107 | $1.46M | 0.02% | −420−1.9% | Reduced |
| D. E. Shaw & Co., Inc. | 21,164 | $1.40M | 0.00% | −30,552−59.1% | Reduced |
| Envestnet Asset Management Inc | 20,132 | $1.33M | 0.00% | −853−4.1% | Reduced |
| UBS Group AG | 20,086 | $1.33M | 0.00% | +12,931+180.7% | Added |
| American Century Companies Inc | 20,029 | $1.32M | 0.00% | +8,939+80.6% | Added |
| Pinnacle Associates Ltd | 19,297 | $1.28M | 0.02% | +19,297 | New |
| BNP Paribas Arbitrage, SA | 18,597 | $1.23M | 0.00% | −2,034−9.9% | Reduced |
| MetLife Investment Management | 17,500 | $1.16M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 16,764 | $1.11M | 0.00% | +264+1.6% | Added |
| American International Group, Inc. | 15,782 | $1.04M | 0.01% | +76+0.5% | Added |
| Deutsche Bank AG | 15,299 | $1.01M | 0.00% | −7,624−33.3% | Reduced |
| Wells Fargo & Company | 14,756 | $975.2K | 0.00% | +6,082+70.1% | Added |
| Citigroup Inc | 14,531 | $960.4K | 0.00% | +12,548+632.8% | Added |
| Jane Street Group, LLC | 14,309 | $945.7K | 0.00% | +2,154+17.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,249 | $941.7K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13,998 | $924.6K | 0.00% | −18−0.1% | Reduced |
| State of Wisconsin Investment Board | 13,575 | $897.2K | 0.00% | −625−4.4% | Reduced |
| Manufacturers Life Insurance Company, The | 13,226 | $874.1K | 0.00% | +151+1.2% | Added |
| Zions Bancorporation, N.A. | 12,821 | $847.3K | 0.07% | +57+0.4% | Added |
| Brown Advisory Inc | 12,273 | $811.1K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 12,175 | $805.0K | 0.00% | −20,200−62.4% | Reduced |
| Nisa Investment Advisors, LLC | 11,742 | $776.0K | 0.01% | −80−0.7% | Reduced |
| Clean Yield Group | 11,644 | $769.6K | 0.32% | −150−1.3% | Reduced |
| Moneta Group Investment Advisors LLC | 10,025 | $662.6K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 9,305 | $615.0K | 0.00% | −4,320−31.7% | Reduced |
| Arizona State Retirement System | 9,152 | $604.9K | 0.00% | −281−3.0% | Reduced |
| ClariVest Asset Management LLC | 8,912 | $589.0K | 0.03% | −700−7.3% | Reduced |
| Truist Financial Corp | 8,857 | $585.4K | 0.00% | −586−6.2% | Reduced |
| Baldwin Brothers Inc | 7,926 | $523.8K | 0.04% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,700 | $503.6K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 7,236 | $478.2K | 0.00% | −2,133−22.8% | Reduced |
| Aviance Capital Partners, LLC | 7,087 | $468.4K | 0.10% | 00.0% | Unchanged |