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 2024
Institutional positions in Helios Technologies, Inc. as of Mar 31, 2024. 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
- 181
- +14 vs. Q4 2023
- Shares held
- 31.0M
- −132.9K (−0.4%) vs. Q4 2023
- Total value
- $1.38B
- −$33.2M (−2.4%) vs. Q4 2023
- New holders
- 35
- 54 more added
- Sold out
- 21
- 62 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 4,169,735 | $186.3M | 0.97% | +334,606+8.7% | Added |
| Wellington Management Group LLP | 3,278,538 | $146.5M | 0.03% | +754,497+29.9% | Added |
| Vanguard Group Inc | 3,243,814 | $145.0M | 0.00% | +24,975+0.8% | Added |
| BlackRock Inc. | 2,319,493 | $103.7M | 0.00% | −78,567−3.3% | Reduced |
| Brown Capital Management LLC | 2,250,288 | $100.6M | 1.78% | −863,856−27.7% | Reduced |
| Conestoga Capital Advisors, LLC | 2,010,417 | $89.8M | 1.30% | +2,659+0.1% | Added |
| Thrivent Financial for Lutherans | 1,409,738 | $63.0M | 0.13% | +56,357+4.2% | Added |
| Dimensional Fund Advisors LP | 1,230,224 | $55.0M | 0.01% | +31,409+2.6% | Added |
| Sara-Bay Financial | 981,197 | $43.2M | 19.39% | −2,810−0.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 918,052 | $41.0M | 0.03% | −1,188,488−56.4% | Reduced |
| State Street Corp | 744,496 | $33.3M | 0.00% | +7,822+1.1% | Added |
| Geode Capital Management, LLC | 714,665 | $31.9M | 0.00% | +20,567+3.0% | Added |
| Bank of America Corp | 658,519 | $29.4M | 0.00% | +208,709+46.4% | Added |
| New York State Common Retirement Fund | 421,070 | $18.8M | 0.02% | −140.0% | Reduced |
| Bank of New York Mellon Corp | 372,851 | $16.7M | 0.00% | +101,071+37.2% | Added |
| Northern Trust Corp | 307,386 | $13.7M | 0.00% | −9,087−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 295,565 | $13.2M | 0.00% | +36,583+14.1% | Added |
| Royce & Associates LP | 294,824 | $13.2M | 0.12% | +3,759+1.3% | Added |
| Ceredex Value Advisors LLC | 293,241 | $13.1M | 0.23% | +5,122+1.8% | Added |
| Norges Bank | 198,462 | $8.87M | 0.00% | −41,535−17.3% | Reduced |
| Silvercrest Asset Management Group LLC | 184,915 | $8.26M | 0.06% | +36,676+24.7% | Added |
| Millennium Management LLC | 168,752 | $7.54M | 0.01% | −28,625−14.5% | Reduced |
| Granite Investment Partners, LLC | 166,738 | $7.45M | 0.28% | +27,694+19.9% | Added |
| Voloridge Investment Management, LLC | 159,419 | $7.12M | 0.03% | +42,703+36.6% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $6.70M | 2.98% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 139,405 | $6.23M | 0.00% | −3,359−2.4% | Reduced |
| Comerica Bank | 139,395 | $6.23M | 0.03% | −6,670−4.6% | Reduced |
| Two Sigma Investments, LP | 137,022 | $6.12M | 0.02% | +73,004+114.0% | Added |
| Morgan Stanley | 136,511 | $6.10M | 0.00% | −42,888−23.9% | Reduced |
| Two Sigma Advisers, LP | 126,900 | $5.67M | 0.01% | +46,300+57.4% | Added |
| Citadel Advisors LLC | 126,256 | $5.64M | 0.01% | −20,645−14.1% | Reduced |
| SEI Investments Co | 117,032 | $5.23M | 0.01% | +16,204+16.1% | Added |
| D. E. Shaw & Co., Inc. | 113,943 | $5.09M | 0.01% | +44,724+64.6% | Added |
| Penn Capital Management Co Inc | 103,745 | $4.64M | 0.41% | +65,210+169.2% | Added |
| Royal Bank of Canada | 97,603 | $4.36M | 0.00% | −7,044−6.7% | Reduced |
| JPMorgan Chase & Co | 95,440 | $4.27M | 0.00% | +15,138+18.9% | Added |
| Goldman Sachs Group Inc | 93,313 | $4.17M | 0.00% | +65,558+236.2% | Added |
| Nuveen Asset Management, LLC | 87,464 | $3.91M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 82,179 | $3.67M | 0.01% | +57,961+239.3% | Added |
| Jacobs Levy Equity Management, Inc | 80,486 | $3.60M | 0.02% | −427−0.5% | Reduced |
| Sapience Investments, LLC | 75,602 | $3.38M | 1.12% | −13,830−15.5% | Reduced |
| Keeley-Teton Advisors, LLC | 73,691 | $3.29M | 0.41% | +73,691 | New |
| Kennedy Capital Management, Inc. | 71,960 | $3.22M | 0.07% | −24,562−25.4% | Reduced |
| King Luther Capital Management Corp | 66,907 | $2.99M | 0.01% | −50.0% | Reduced |
| State of New Jersey Common Pension Fund D | 65,374 | $2.92M | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 65,100 | $2.91M | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 62,999 | $2.82M | 0.32% | +24,773+64.8% | Added |
| Public Employees Retirement System of Ohio | 60,463 | $2.70M | 0.01% | −5,226−8.0% | Reduced |
| Advantage Alpha Capital Partners LP | 58,840 | $2.63M | 0.49% | +16,890+40.3% | Added |
| Renaissance Technologies LLC | 55,675 | $2.49M | 0.00% | +55,675 | New |
| Raymond James & Associates | 55,554 | $2.48M | 0.00% | +6,962+14.3% | Added |
| Invesco Ltd. | 54,012 | $2.41M | 0.00% | +7,978+17.3% | Added |
| First Trust Advisors LP | 52,414 | $2.34M | 0.00% | +28,775+121.7% | Added |
| Rhumbline Advisers | 48,015 | $2.15M | 0.00% | +1,209+2.6% | Added |
| UBS Group AG | 46,161 | $2.06M | 0.00% | −4,833−9.5% | Reduced |
| UBS Asset Management Americas Inc | 45,566 | $2.04M | 0.00% | +5,664+14.2% | Added |
| Tudor Investment Corp Et Al | 45,119 | $2.02M | 0.02% | +45,119 | New |
| B. Metzler seel. Sohn & Co. AG | 38,143 | $1.70M | 0.02% | +1,568+4.3% | Added |
| Marshall Wace, LLP | 38,091 | $1.70M | 0.00% | +38,091 | New |
| Balyasny Asset Management LLC | 37,536 | $1.68M | 0.00% | +37,536 | New |
| Alliancebernstein L.P. | 36,850 | $1.65M | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 36,205 | $1.62M | 0.08% | +5,886+19.4% | Added |
| Barclays PLC | 35,625 | $1.59M | 0.00% | −20,742−36.8% | Reduced |
| BNP Paribas Arbitrage, SA | 34,886 | $1.56M | 0.00% | −7,899−18.5% | Reduced |
| Stifel Financial Corp | 34,554 | $1.54M | 0.00% | +1,917+5.9% | Added |
| Legal & General Group Plc | 33,238 | $1.49M | 0.00% | −165−0.5% | Reduced |
| California State Teachers Retirement System | 33,067 | $1.48M | 0.00% | −1,822−5.2% | Reduced |
| Neuberger Berman Group LLC | 31,850 | $1.42M | 0.00% | +31,850 | New |
| Envestnet Asset Management Inc | 31,812 | $1.42M | 0.00% | −16,438−34.1% | Reduced |
| Credit Suisse AG | 30,843 | $1.38M | 0.00% | +116+0.4% | Added |
| Madison Asset Management, LLC | 29,875 | $1.34M | 0.02% | −119−0.4% | Reduced |
| Numerai GP LLC | 28,994 | $1.30M | 0.56% | +24,227+508.2% | Added |
| Price T Rowe Associates Inc | 25,478 | $1.14M | 0.00% | −19,249−43.0% | Reduced |
| Jump Financial, LLC | 22,797 | $1.02M | 0.03% | −2,770−10.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,249 | $924.3K | 0.00% | −938−6.2% | Reduced |
| State Board of Administration of Florida Retirement System | 13,625 | $891.1K | 0.00% | +4,270+45.6% | Added |
| Gsa Capital Partners LLP | 19,939 | $891.0K | 0.07% | +6,923+53.2% | Added |
| Intrepid Capital Management Inc | 19,203 | $858.2K | 0.56% | −911−4.5% | Reduced |
| Cardinal Capital Management | 18,651 | $833.5K | 0.14% | +18,651 | New |
| Pinnacle Associates Ltd | 18,592 | $830.9K | 0.01% | −850−4.4% | Reduced |
| Deutsche Bank AG | 18,388 | $821.8K | 0.00% | +1,388+8.2% | Added |
| MetLife Investment Management | 17,500 | $782.1K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 16,502 | $737.5K | 0.01% | −4,458−21.3% | Reduced |
| American Century Companies Inc | 16,488 | $736.8K | 0.00% | −469−2.8% | Reduced |
| American International Group, Inc. | 16,357 | $731.0K | 0.00% | −140−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 16,074 | $718.3K | 0.00% | −30.0% | Reduced |
| Jane Street Group, LLC | 15,875 | $709.5K | 0.00% | +15,875 | New |
| Susquehanna International Group, LLP | 14,269 | $637.7K | 0.00% | −51,239−78.2% | Reduced |
| Janus Henderson Group PLC | 13,977 | $624.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 13,262 | $592.7K | 0.00% | −62−0.5% | Reduced |
| Aquatic Capital Management LLC | 12,900 | $576.5K | 0.02% | +9,100+239.5% | Added |
| TD Asset Management Inc | 12,506 | $558.9K | 0.00% | −23,264−65.0% | Reduced |
| Great West Life Assurance Co | 12,364 | $553.0K | 0.00% | +9,465+326.5% | Added |
| Brown Advisory Inc | 12,273 | $548.5K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 11,765 | $525.8K | 0.01% | +11,765 | New |
| Bayesian Capital Management, LP | 11,482 | $513.1K | 0.05% | +11,482 | New |
| Clean Yield Group | 11,344 | $507.0K | 0.20% | −300−2.6% | Reduced |
| Voya Investment Management LLC | 11,082 | $495.3K | 0.00% | −2,357−17.5% | Reduced |
| Victory Capital Management Inc | 11,077 | $495.0K | 0.00% | +1,640+17.4% | Added |
| Glenmede Trust Co NA | 10,966 | $490.1K | 0.00% | +1,053+10.6% | Added |