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 2023
Institutional positions in Helios Technologies, Inc. as of Dec 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
- 167
- +12 vs. Q3 2023
- Shares held
- 31.2M
- +37.9K (+0.1%) vs. Q3 2023
- Total value
- $1.41B
- −$313.4M (−18.2%) vs. Q3 2023
- New holders
- 33
- 59 more added
- Sold out
- 21
- 47 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 3,835,129 | $173.9M | 0.96% | −14,720−0.4% | Reduced |
| Vanguard Group Inc | 3,218,839 | $146.0M | 0.00% | +88,656+2.8% | Added |
| Brown Capital Management LLC | 3,114,144 | $141.2M | 2.12% | +204,613+7.0% | Added |
| Wellington Management Group LLP | 2,524,041 | $114.5M | 0.02% | +1,405,098+125.6% | Added |
| BlackRock Inc. | 2,398,060 | $108.8M | 0.00% | +211,873+9.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,106,540 | $95.5M | 0.06% | −959,569−31.3% | Reduced |
| Conestoga Capital Advisors, LLC | 2,007,758 | $91.1M | 1.37% | +64,712+3.3% | Added |
| Thrivent Financial for Lutherans | 1,353,381 | $61.4M | 0.13% | +20,343+1.5% | Added |
| Dimensional Fund Advisors LP | 1,198,815 | $54.4M | 0.02% | +58,010+5.1% | Added |
| Sara-Bay Financial | 984,007 | $44.6M | 21.76% | −1,802−0.2% | Reduced |
| State Street Corp | 736,674 | $33.4M | 0.00% | +36,904+5.3% | Added |
| Geode Capital Management, LLC | 694,098 | $31.5M | 0.00% | +37,197+5.7% | Added |
| Bank of America Corp | 449,810 | $20.4M | 0.00% | +44,941+11.1% | Added |
| New York State Common Retirement Fund | 421,084 | $19.1M | 0.03% | +294+0.1% | Added |
| Northern Trust Corp | 316,473 | $14.4M | 0.00% | −7,472−2.3% | Reduced |
| Iat Reinsurance Co Ltd. | 300,000 | $13.6M | 2.52% | 00.0% | Unchanged |
| Royce & Associates LP | 291,065 | $13.2M | 0.12% | +31,017+11.9% | Added |
| Ceredex Value Advisors LLC | 288,119 | $13.1M | 0.23% | +64,819+29.0% | Added |
| Bank of New York Mellon Corp | 271,780 | $12.3M | 0.00% | +91,830+51.0% | Added |
| Charles Schwab Investment Management Inc | 258,982 | $11.7M | 0.00% | −11,216−4.2% | Reduced |
| Norges Bank | 239,997 | $10.9M | 0.00% | −22,995−8.7% | Reduced |
| Millennium Management LLC | 197,377 | $8.95M | 0.01% | +197,377 | New |
| Morgan Stanley | 179,399 | $8.14M | 0.00% | +77,352+75.8% | Added |
| Tributary Capital Management, LLC | 175,297 | $7.95M | 0.67% | +175,297 | New |
| Silvercrest Asset Management Group LLC | 148,239 | $6.72M | 0.05% | −670.0% | Reduced |
| Citadel Advisors LLC | 146,901 | $6.66M | 0.01% | +131,218+836.7% | Added |
| Comerica Bank | 146,065 | $6.62M | 0.03% | −5,183−3.4% | Reduced |
| Ameriprise Financial Inc | 142,764 | $6.47M | 0.00% | −119,737−45.6% | Reduced |
| Granite Investment Partners, LLC | 139,044 | $6.31M | 0.25% | −82,007−37.1% | Reduced |
| Voloridge Investment Management, LLC | 116,716 | $5.29M | 0.02% | +116,716 | New |
| Royal Bank of Canada | 104,647 | $4.75M | 0.00% | −291,155−73.6% | Reduced |
| SEI Investments Co | 100,828 | $4.57M | 0.01% | +2,336+2.4% | Added |
| Kennedy Capital Management, Inc. | 96,522 | $4.38M | 0.10% | −23,026−19.3% | Reduced |
| Sapience Investments, LLC | 89,432 | $4.06M | 0.97% | +590+0.7% | Added |
| Nuveen Asset Management, LLC | 87,464 | $3.97M | 0.00% | +1,211+1.4% | Added |
| Jacobs Levy Equity Management, Inc | 80,913 | $3.67M | 0.02% | −14,781−15.4% | Reduced |
| Two Sigma Advisers, LP | 80,600 | $3.66M | 0.01% | +14,700+22.3% | Added |
| JPMorgan Chase & Co | 80,302 | $3.64M | 0.00% | +31,564+64.8% | Added |
| D. E. Shaw & Co., Inc. | 69,219 | $3.14M | 0.00% | +53,133+330.3% | Added |
| King Luther Capital Management Corp | 66,912 | $3.03M | 0.01% | −270.0% | Reduced |
| Public Employees Retirement System of Ohio | 65,689 | $2.98M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 65,508 | $2.97M | 0.01% | +15,037+29.8% | Added |
| State of New Jersey Common Pension Fund D | 65,374 | $2.96M | 0.01% | +22,179+51.3% | Added |
| Swiss National Bank | 65,100 | $2.95M | 0.00% | −6,700−9.3% | Reduced |
| Two Sigma Investments, LP | 64,018 | $2.90M | 0.01% | +38,993+155.8% | Added |
| Barclays PLC | 56,367 | $2.56M | 0.00% | +56,367 | New |
| UBS Group AG | 50,994 | $2.31M | 0.00% | +22,498+79.0% | Added |
| Raymond James & Associates | 48,592 | $2.20M | 0.00% | −3,867−7.4% | Reduced |
| Envestnet Asset Management Inc | 48,250 | $2.19M | 0.00% | +13,554+39.1% | Added |
| Rhumbline Advisers | 46,806 | $2.12M | 0.00% | −142−0.3% | Reduced |
| Invesco Ltd. | 46,034 | $2.09M | 0.00% | +4,454+10.7% | Added |
| Price T Rowe Associates Inc | 44,727 | $2.03M | 0.00% | −7,217−13.9% | Reduced |
| BNP Paribas Arbitrage, SA | 42,785 | $1.94M | 0.00% | +14,496+51.2% | Added |
| Advantage Alpha Capital Partners LP | 41,950 | $1.90M | 0.36% | +867+2.1% | Added |
| UBS Asset Management Americas Inc | 39,902 | $1.81M | 0.00% | +3,892+10.8% | Added |
| Penn Capital Management Co Inc | 38,535 | $1.75M | 0.16% | +38,535 | New |
| Isthmus Partners, LLC | 38,226 | $1.73M | 0.23% | +3,237+9.3% | Added |
| Alliancebernstein L.P. | 36,850 | $1.67M | 0.00% | −1,220−3.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,575 | $1.66M | 0.02% | +1,855+5.3% | Added |
| TD Asset Management Inc | 35,770 | $1.62M | 0.00% | −9,448−20.9% | Reduced |
| California State Teachers Retirement System | 34,889 | $1.58M | 0.00% | −1,196−3.3% | Reduced |
| Legal & General Group Plc | 33,403 | $1.51M | 0.00% | +1,073+3.3% | Added |
| Stifel Financial Corp | 32,637 | $1.48M | 0.00% | −7,198−18.1% | Reduced |
| Credit Suisse AG | 30,727 | $1.39M | 0.00% | +839+2.8% | Added |
| GHP Investment Advisors, Inc. | 30,319 | $1.37M | 0.07% | −5,101−14.4% | Reduced |
| Madison Asset Management, LLC | 29,994 | $1.36M | 0.02% | −37,075−55.3% | Reduced |
| Goldman Sachs Group Inc | 27,755 | $1.26M | 0.00% | −898−3.1% | Reduced |
| Jump Financial, LLC | 25,567 | $1.16M | 0.04% | +25,567 | New |
| Wells Fargo & Company | 25,322 | $1.15M | 0.00% | +17,712+232.7% | Added |
| Qube Research & Technologies Ltd | 24,218 | $1.10M | 0.00% | +24,218 | New |
| First Trust Advisors LP | 23,639 | $1.07M | 0.00% | +3,501+17.4% | Added |
| Oppenheimer Asset Management Inc. | 20,960 | $950.5K | 0.01% | −590−2.7% | Reduced |
| Edgestream Partners, L.P. | 20,646 | $936.3K | 0.07% | +20,646 | New |
| Intrepid Capital Management Inc | 20,114 | $912.2K | 0.62% | +20,114 | New |
| Pinnacle Associates Ltd | 19,442 | $881.7K | 0.01% | −55−0.3% | Reduced |
| MetLife Investment Management | 17,500 | $793.6K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 17,000 | $771.0K | 0.00% | −332−1.9% | Reduced |
| American Century Companies Inc | 16,957 | $769.0K | 0.00% | −2,033−10.7% | Reduced |
| Quantbot Technologies LP | 16,532 | $749.7K | 0.04% | +16,532 | New |
| American International Group, Inc. | 16,497 | $748.1K | 0.00% | +134+0.8% | Added |
| Manufacturers Life Insurance Company, The | 16,077 | $729.1K | 0.00% | +34+0.2% | Added |
| Citigroup Inc | 15,421 | $699.3K | 0.00% | +8,735+130.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,187 | $688.7K | 0.00% | +938+6.6% | Added |
| Janus Henderson Group PLC | 13,977 | $634.1K | 0.00% | −245,300−94.6% | Reduced |
| State of Wyoming | 13,925 | $631.5K | 0.12% | +1,075+8.4% | Added |
| Voya Investment Management LLC | 13,439 | $609.5K | 0.00% | −231,036−94.5% | Reduced |
| Russell Investments Group, Ltd. | 13,324 | $604.3K | 0.00% | −14,634−52.3% | Reduced |
| Gsa Capital Partners LLP | 13,016 | $590.0K | 0.05% | +13,016 | New |
| Brown Advisory Inc | 12,273 | $556.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 11,644 | $528.1K | 0.22% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 11,072 | $502.1K | 0.08% | +2,310+26.4% | Added |
| Landscape Capital Management, L.L.C. | 10,472 | $474.9K | 0.04% | +10,472 | New |
| Nisa Investment Advisors, LLC | 10,433 | $473.1K | 0.00% | −1,309−11.1% | Reduced |
| Quadrature Capital Ltd | 10,257 | $465.5K | 0.01% | +10,257 | New |
| Moneta Group Investment Advisors LLC | 10,025 | $454.6K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 9,913 | $449.6K | 0.00% | +28+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,869 | $447.6K | 0.00% | +4,832+95.9% | Added |
| Dynamic Technology Lab Private Ltd | 9,434 | $428.0K | 0.05% | +9,434 | New |
| Victory Capital Management Inc | 9,437 | $428.0K | 0.00% | −284−2.9% | Reduced |
| State Board of Administration of Florida Retirement System | 9,355 | $424.2K | 0.00% | 00.0% | Unchanged |