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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 27,755 | $1.26M | 0.00% | −898−3.1% | Reduced |
| Madison Asset Management, LLC | 29,994 | $1.36M | 0.02% | −37,075−55.3% | Reduced |
| GHP Investment Advisors, Inc. | 30,319 | $1.37M | 0.07% | −5,101−14.4% | Reduced |
| Credit Suisse AG | 30,727 | $1.39M | 0.00% | +839+2.8% | Added |
| Stifel Financial Corp | 32,637 | $1.48M | 0.00% | −7,198−18.1% | Reduced |
| Legal & General Group Plc | 33,403 | $1.51M | 0.00% | +1,073+3.3% | Added |
| California State Teachers Retirement System | 34,889 | $1.58M | 0.00% | −1,196−3.3% | Reduced |
| TD Asset Management Inc | 35,770 | $1.62M | 0.00% | −9,448−20.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,575 | $1.66M | 0.02% | +1,855+5.3% | Added |
| Alliancebernstein L.P. | 36,850 | $1.67M | 0.00% | −1,220−3.2% | Reduced |
| Isthmus Partners, LLC | 38,226 | $1.73M | 0.23% | +3,237+9.3% | Added |
| Penn Capital Management Co Inc | 38,535 | $1.75M | 0.16% | +38,535 | New |
| UBS Asset Management Americas Inc | 39,902 | $1.81M | 0.00% | +3,892+10.8% | Added |
| Advantage Alpha Capital Partners LP | 41,950 | $1.90M | 0.36% | +867+2.1% | Added |
| BNP Paribas Arbitrage, SA | 42,785 | $1.94M | 0.00% | +14,496+51.2% | Added |
| Price T Rowe Associates Inc | 44,727 | $2.03M | 0.00% | −7,217−13.9% | Reduced |
| Invesco Ltd. | 46,034 | $2.09M | 0.00% | +4,454+10.7% | Added |
| Rhumbline Advisers | 46,806 | $2.12M | 0.00% | −142−0.3% | Reduced |
| Envestnet Asset Management Inc | 48,250 | $2.19M | 0.00% | +13,554+39.1% | Added |
| Raymond James & Associates | 48,592 | $2.20M | 0.00% | −3,867−7.4% | Reduced |
| UBS Group AG | 50,994 | $2.31M | 0.00% | +22,498+79.0% | Added |
| Barclays PLC | 56,367 | $2.56M | 0.00% | +56,367 | New |
| Two Sigma Investments, LP | 64,018 | $2.90M | 0.01% | +38,993+155.8% | Added |
| Swiss National Bank | 65,100 | $2.95M | 0.00% | −6,700−9.3% | Reduced |
| State of New Jersey Common Pension Fund D | 65,374 | $2.96M | 0.01% | +22,179+51.3% | Added |
| Susquehanna International Group, LLP | 65,508 | $2.97M | 0.01% | +15,037+29.8% | Added |
| Public Employees Retirement System of Ohio | 65,689 | $2.98M | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 66,912 | $3.03M | 0.01% | −270.0% | Reduced |
| D. E. Shaw & Co., Inc. | 69,219 | $3.14M | 0.00% | +53,133+330.3% | Added |
| JPMorgan Chase & Co | 80,302 | $3.64M | 0.00% | +31,564+64.8% | Added |
| Two Sigma Advisers, LP | 80,600 | $3.66M | 0.01% | +14,700+22.3% | Added |
| Jacobs Levy Equity Management, Inc | 80,913 | $3.67M | 0.02% | −14,781−15.4% | Reduced |
| Nuveen Asset Management, LLC | 87,464 | $3.97M | 0.00% | +1,211+1.4% | Added |
| Sapience Investments, LLC | 89,432 | $4.06M | 0.97% | +590+0.7% | Added |
| Kennedy Capital Management, Inc. | 96,522 | $4.38M | 0.10% | −23,026−19.3% | Reduced |
| SEI Investments Co | 100,828 | $4.57M | 0.01% | +2,336+2.4% | Added |
| Royal Bank of Canada | 104,647 | $4.75M | 0.00% | −291,155−73.6% | Reduced |
| Voloridge Investment Management, LLC | 116,716 | $5.29M | 0.02% | +116,716 | New |
| Granite Investment Partners, LLC | 139,044 | $6.31M | 0.25% | −82,007−37.1% | Reduced |
| Ameriprise Financial Inc | 142,764 | $6.47M | 0.00% | −119,737−45.6% | Reduced |
| Comerica Bank | 146,065 | $6.62M | 0.03% | −5,183−3.4% | Reduced |
| Citadel Advisors LLC | 146,901 | $6.66M | 0.01% | +131,218+836.7% | Added |
| Silvercrest Asset Management Group LLC | 148,239 | $6.72M | 0.05% | −670.0% | Reduced |
| Tributary Capital Management, LLC | 175,297 | $7.95M | 0.67% | +175,297 | New |
| Morgan Stanley | 179,399 | $8.14M | 0.00% | +77,352+75.8% | Added |
| Millennium Management LLC | 197,377 | $8.95M | 0.01% | +197,377 | New |
| Norges Bank | 239,997 | $10.9M | 0.00% | −22,995−8.7% | Reduced |
| Charles Schwab Investment Management Inc | 258,982 | $11.7M | 0.00% | −11,216−4.2% | Reduced |
| Bank of New York Mellon Corp | 271,780 | $12.3M | 0.00% | +91,830+51.0% | Added |
| Ceredex Value Advisors LLC | 288,119 | $13.1M | 0.23% | +64,819+29.0% | Added |
| Royce & Associates LP | 291,065 | $13.2M | 0.12% | +31,017+11.9% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $13.6M | 2.52% | 00.0% | Unchanged |
| Northern Trust Corp | 316,473 | $14.4M | 0.00% | −7,472−2.3% | Reduced |
| New York State Common Retirement Fund | 421,084 | $19.1M | 0.03% | +294+0.1% | Added |
| Bank of America Corp | 449,810 | $20.4M | 0.00% | +44,941+11.1% | Added |
| Geode Capital Management, LLC | 694,098 | $31.5M | 0.00% | +37,197+5.7% | Added |
| State Street Corp | 736,674 | $33.4M | 0.00% | +36,904+5.3% | Added |
| Sara-Bay Financial | 984,007 | $44.6M | 21.76% | −1,802−0.2% | Reduced |
| Dimensional Fund Advisors LP | 1,198,815 | $54.4M | 0.02% | +58,010+5.1% | Added |
| Thrivent Financial for Lutherans | 1,353,381 | $61.4M | 0.13% | +20,343+1.5% | Added |
| Conestoga Capital Advisors, LLC | 2,007,758 | $91.1M | 1.37% | +64,712+3.3% | Added |
| T. Rowe Price Investment Management, Inc. | 2,106,540 | $95.5M | 0.06% | −959,569−31.3% | Reduced |
| BlackRock Inc. | 2,398,060 | $108.8M | 0.00% | +211,873+9.7% | Added |
| Wellington Management Group LLP | 2,524,041 | $114.5M | 0.02% | +1,405,098+125.6% | Added |
| Brown Capital Management LLC | 3,114,144 | $141.2M | 2.12% | +204,613+7.0% | Added |
| Vanguard Group Inc | 3,218,839 | $146.0M | 0.00% | +88,656+2.8% | Added |
| Wasatch Advisors Inc | 3,835,129 | $173.9M | 0.96% | −14,720−0.4% | Reduced |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −562,433−100.0% | Sold out |
| ACK Asset Management LLC | 0 | $0 | 0.00% | −535,000−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −122,860−100.0% | Sold out |
| Thematics Asset Management | 0 | $0 | 0.00% | −103,000−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −36,412−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −11,375−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,364−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −8,156−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −7,290−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −7,048−100.0% | Sold out |
| John G Ullman & Associates Inc | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −4,276−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,124−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −3,842−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −3,737−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Steward Financial Group LLC | – | – | – | – | Not filed |