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, Q3 2023
Institutional positions in Helios Technologies, Inc. as of Sep 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
- 156
- −13 vs. Q2 2023
- Shares held
- 31.1M
- +429.7K (+1.4%) vs. Q2 2023
- Total value
- $1.73B
- −$292.7M (−14.5%) vs. Q2 2023
- New holders
- 11
- 62 more added
- Sold out
- 24
- 51 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 3,849,849 | $213.6M | 1.35% | −214,368−5.3% | Reduced |
| Vanguard Group Inc | 3,130,183 | $173.7M | 0.00% | +21,983+0.7% | Added |
| T. Rowe Price Investment Management, Inc. | 3,066,109 | $170.1M | 0.12% | −6,467−0.2% | Reduced |
| Brown Capital Management LLC | 2,909,531 | $161.4M | 2.47% | −8,646−0.3% | Reduced |
| BlackRock Inc. | 2,186,187 | $121.3M | 0.00% | +18,270+0.8% | Added |
| Conestoga Capital Advisors, LLC | 1,943,046 | $107.8M | 1.85% | −99,933−4.9% | Reduced |
| Thrivent Financial for Lutherans | 1,333,038 | $74.0M | 0.18% | −76,519−5.4% | Reduced |
| Dimensional Fund Advisors LP | 1,140,805 | $63.3M | 0.02% | +16,562+1.5% | Added |
| Wellington Management Group LLP | 1,118,943 | $62.1M | 0.01% | +605,077+117.7% | Added |
| Sara-Bay Financial | 985,809 | $54.7M | 27.74% | −9,332−0.9% | Reduced |
| State Street Corp | 699,770 | $38.8M | 0.00% | +6,611+1.0% | Added |
| Geode Capital Management, LLC | 656,901 | $36.4M | 0.00% | +26,780+4.2% | Added |
| Loomis Sayles & Co L P | 562,433 | $31.2M | 0.05% | −17,560−3.0% | Reduced |
| ACK Asset Management LLC | 535,000 | $29.7M | 4.31% | −100,000−15.7% | Reduced |
| New York State Common Retirement Fund | 420,790 | $23.3M | 0.03% | −660.0% | Reduced |
| Bank of America Corp | 404,869 | $22.5M | 0.00% | +108,921+36.8% | Added |
| Royal Bank of Canada | 395,802 | $22.0M | 0.01% | +10,691+2.8% | Added |
| Northern Trust Corp | 323,945 | $18.0M | 0.00% | +4,007+1.3% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $16.6M | 3.30% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 270,198 | $15.0M | 0.00% | +6,148+2.3% | Added |
| Norges Bank | 262,992 | $14.6M | 0.00% | −28,700−9.8% | Reduced |
| Ameriprise Financial Inc | 262,501 | $14.6M | 0.00% | +397+0.2% | Added |
| Royce & Associates LP | 260,048 | $14.4M | 0.15% | +49,129+23.3% | Added |
| Janus Henderson Group PLC | 259,277 | $14.4M | 0.01% | +245,279+1,752.2% | Added |
| Voya Investment Management LLC | 244,475 | $13.6M | 0.01% | +52,968+27.7% | Added |
| Ceredex Value Advisors LLC | 223,300 | $12.4M | 0.22% | +223,300 | New |
| Granite Investment Partners, LLC | 221,051 | $12.3M | 0.51% | +30,911+16.3% | Added |
| Bank of New York Mellon Corp | 179,950 | $9.98M | 0.00% | −5,750−3.1% | Reduced |
| Comerica Bank | 151,248 | $8.39M | 0.04% | +17,180+12.8% | Added |
| Silvercrest Asset Management Group LLC | 148,306 | $8.23M | 0.06% | −172−0.1% | Reduced |
| Fred Alger Management, LLC | 122,860 | $6.82M | 0.04% | +122,860 | New |
| Kennedy Capital Management, Inc. | 119,548 | $6.63M | 0.16% | −989−0.8% | Reduced |
| Thematics Asset Management | 103,000 | $5.71M | 0.28% | 00.0% | Unchanged |
| Morgan Stanley | 102,047 | $5.66M | 0.00% | +6,779+7.1% | Added |
| SEI Investments Co | 98,492 | $5.46M | 0.01% | −7,646−7.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 95,694 | $5.31M | 0.03% | +20,485+27.2% | Added |
| Sapience Investments, LLC | 88,842 | $4.93M | 1.18% | +16,592+23.0% | Added |
| Nuveen Asset Management, LLC | 86,253 | $4.79M | 0.00% | −677−0.8% | Reduced |
| Swiss National Bank | 71,800 | $3.98M | 0.00% | +800+1.1% | Added |
| Madison Asset Management, LLC | 67,069 | $3.72M | 0.05% | +8,328+14.2% | Added |
| King Luther Capital Management Corp | 66,939 | $3.71M | 0.02% | +3,434+5.4% | Added |
| Two Sigma Advisers, LP | 65,900 | $3.66M | 0.01% | +11,400+20.9% | Added |
| Public Employees Retirement System of Ohio | 65,689 | $3.64M | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 52,459 | $2.91M | 0.00% | +707+1.4% | Added |
| Price T Rowe Associates Inc | 51,944 | $2.88M | 0.00% | −2,142−4.0% | Reduced |
| Susquehanna International Group, LLP | 50,471 | $2.80M | 0.00% | +22,555+80.8% | Added |
| JPMorgan Chase & Co | 48,738 | $2.70M | 0.00% | −7,539−13.4% | Reduced |
| State of Wisconsin Investment Board | 48,229 | $2.68M | 0.01% | +34,654+255.3% | Added |
| Rhumbline Advisers | 46,948 | $2.60M | 0.00% | +1,913+4.2% | Added |
| TD Asset Management Inc | 45,218 | $2.51M | 0.00% | +800+1.8% | Added |
| State of New Jersey Common Pension Fund D | 43,195 | $2.40M | 0.01% | −5,254−10.8% | Reduced |
| Invesco Ltd. | 41,580 | $2.31M | 0.00% | +1,549+3.9% | Added |
| Advantage Alpha Capital Partners LP | 41,083 | $2.28M | 0.48% | −9,885−19.4% | Reduced |
| Stifel Financial Corp | 39,835 | $2.21M | 0.00% | +1,553+4.1% | Added |
| Alliancebernstein L.P. | 38,070 | $2.11M | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 36,412 | $2.02M | 0.01% | +433+1.2% | Added |
| California State Teachers Retirement System | 36,085 | $2.00M | 0.00% | −3,493−8.8% | Reduced |
| UBS Asset Management Americas Inc | 36,010 | $2.00M | 0.00% | +3,851+12.0% | Added |
| Isthmus Partners, LLC | 34,989 | $1.94M | 0.28% | +479+1.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 34,720 | $1.93M | 0.03% | −39,210−53.0% | Reduced |
| Envestnet Asset Management Inc | 34,696 | $1.92M | 0.00% | +14,564+72.3% | Added |
| GHP Investment Advisors, Inc. | 35,420 | $1.89M | 0.12% | +2,560+7.8% | Added |
| Legal & General Group Plc | 32,330 | $1.79M | 0.00% | −243−0.7% | Reduced |
| Credit Suisse AG | 29,888 | $1.66M | 0.00% | −1,516−4.8% | Reduced |
| Goldman Sachs Group Inc | 28,653 | $1.59M | 0.00% | −10,942−27.6% | Reduced |
| UBS Group AG | 28,496 | $1.58M | 0.00% | +8,410+41.9% | Added |
| BNP Paribas Arbitrage, SA | 28,289 | $1.57M | 0.00% | +9,692+52.1% | Added |
| Russell Investments Group, Ltd. | 27,958 | $1.55M | 0.00% | +3,100+12.5% | Added |
| Two Sigma Investments, LP | 25,025 | $1.39M | 0.00% | −10,236−29.0% | Reduced |
| Oppenheimer Asset Management Inc. | 21,550 | $1.20M | 0.02% | −557−2.5% | Reduced |
| First Trust Advisors LP | 20,138 | $1.12M | 0.00% | −9,848−32.8% | Reduced |
| Pinnacle Associates Ltd | 19,497 | $1.08M | 0.02% | +200+1.0% | Added |
| American Century Companies Inc | 18,990 | $1.05M | 0.00% | −1,039−5.2% | Reduced |
| MetLife Investment Management | 17,500 | $970.9K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 17,332 | $961.6K | 0.00% | +2,033+13.3% | Added |
| Knights of Columbus Asset Advisors LLC | 16,891 | $937.1K | 0.09% | −13,717−44.8% | Reduced |
| American International Group, Inc. | 16,363 | $907.8K | 0.01% | +581+3.7% | Added |
| D. E. Shaw & Co., Inc. | 16,086 | $892.5K | 0.00% | −5,078−24.0% | Reduced |
| Manufacturers Life Insurance Company, The | 16,043 | $890.1K | 0.00% | +2,817+21.3% | Added |
| Citadel Advisors LLC | 15,683 | $870.1K | 0.00% | −8,186−34.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,249 | $790.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 12,850 | $712.9K | 0.15% | +7,530+141.5% | Added |
| Brown Advisory Inc | 12,273 | $680.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,742 | $651.4K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 11,644 | $647.3K | 0.29% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 11,375 | $631.0K | 0.00% | −800−6.6% | Reduced |
| Moneta Group Investment Advisors LLC | 10,025 | $556.2K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 9,885 | $548.4K | 0.00% | +2,185+28.4% | Added |
| Victory Capital Management Inc | 9,721 | $539.3K | 0.00% | +2,485+34.3% | Added |
| SG Americas Securities, LLC | 9,364 | $520.0K | 0.01% | +9,364 | New |
| State Board of Administration of Florida Retirement System | 9,355 | $519.0K | 0.00% | +50+0.5% | Added |
| Arizona State Retirement System | 9,295 | $515.7K | 0.00% | +143+1.6% | Added |
| Dark Forest Capital Management LP | 8,762 | $486.1K | 0.04% | +8,762 | New |
| Truist Financial Corp | 8,156 | $452.5K | 0.00% | −701−7.9% | Reduced |
| Wrapmanager Inc | 8,126 | $450.8K | 0.14% | +2,030+33.3% | Added |
| Baldwin Brothers Inc | 7,926 | $439.7K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,610 | $422.2K | 0.00% | −7,146−48.4% | Reduced |
| CI Private Wealth, LLC | 7,290 | $404.4K | 0.00% | +1,080+17.4% | Added |
| Fifth Third Bancorp | 7,232 | $401.2K | 0.00% | +278+4.0% | Added |
| Aviance Capital Partners, LLC | 7,087 | $393.2K | 0.09% | 00.0% | Unchanged |