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 2024
Institutional positions in Helios Technologies, Inc. as of Jun 30, 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
- 174
- −6 vs. Q1 2024
- Shares held
- 31.8M
- +847.4K (+2.7%) vs. Q1 2024
- Total value
- $1.52B
- +$142.0M (+10.3%) vs. Q1 2024
- New holders
- 27
- 53 more added
- Sold out
- 33
- 56 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 4,186,962 | $199.9M | 1.07% | +17,227+0.4% | Added |
| Vanguard Group Inc | 3,232,470 | $154.4M | 0.00% | −11,344−0.3% | Reduced |
| Wellington Management Group LLP | 2,894,548 | $138.2M | 0.02% | −383,990−11.7% | Reduced |
| BlackRock Inc. | 2,375,876 | $113.4M | 0.00% | +56,383+2.4% | Added |
| Conestoga Capital Advisors, LLC | 2,008,286 | $95.9M | 1.44% | −2,131−0.1% | Reduced |
| Brown Capital Management LLC | 1,982,770 | $94.7M | 1.91% | −267,518−11.9% | Reduced |
| Thrivent Financial for Lutherans | 1,392,030 | $66.5M | 0.13% | −17,708−1.3% | Reduced |
| Dimensional Fund Advisors LP | 1,284,429 | $61.3M | 0.02% | +54,205+4.4% | Added |
| Sara-Bay Financial | 971,448 | $46.4M | 18.82% | −9,749−1.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 898,419 | $42.9M | 0.15% | +898,419 | New |
| State Street Corp | 769,078 | $36.7M | 0.00% | +24,582+3.3% | Added |
| Geode Capital Management, LLC | 744,673 | $35.6M | 0.00% | +30,008+4.2% | Added |
| Janus Henderson Group PLC | 727,961 | $34.8M | 0.02% | +713,984+5,108.3% | Added |
| Bank of America Corp | 626,980 | $29.9M | 0.00% | −31,539−4.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 471,805 | $22.5M | 0.01% | −446,247−48.6% | Reduced |
| Bank of New York Mellon Corp | 463,657 | $22.1M | 0.00% | +90,806+24.4% | Added |
| New York State Common Retirement Fund | 421,078 | $20.1M | 0.03% | +80.0% | Added |
| Charles Schwab Investment Management Inc | 326,677 | $15.6M | 0.00% | +31,112+10.5% | Added |
| Neuberger Berman Group LLC | 323,346 | $15.4M | 0.01% | +291,496+915.2% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $14.3M | 3.02% | 00.0% | Unchanged |
| Northern Trust Corp | 295,298 | $14.1M | 0.00% | −12,088−3.9% | Reduced |
| Royce & Associates LP | 289,759 | $13.8M | 0.13% | −5,065−1.7% | Reduced |
| Schroder Investment Management Group | 255,485 | $12.2M | 0.01% | +255,485 | New |
| Frontier Capital Management Co LLC | 210,786 | $10.1M | 0.10% | +210,786 | New |
| Voya Investment Management LLC | 206,745 | $9.87M | 0.01% | +195,663+1,765.6% | Added |
| Ceredex Value Advisors LLC | 187,541 | $8.96M | 0.17% | −105,700−36.0% | Reduced |
| Silvercrest Asset Management Group LLC | 187,475 | $8.95M | 0.06% | +2,560+1.4% | Added |
| Mesirow Institutional Investment Management, Inc. | 178,922 | $8.54M | 0.75% | +178,922 | New |
| Granite Investment Partners, LLC | 166,573 | $7.95M | 0.33% | −165−0.1% | Reduced |
| Norges Bank | 151,368 | $7.23M | 0.00% | −47,094−23.7% | Reduced |
| SEI Investments Co | 151,105 | $7.22M | 0.01% | +34,073+29.1% | Added |
| Comerica Bank | 150,409 | $7.18M | 0.03% | +11,014+7.9% | Added |
| Keeley-Teton Advisors, LLC | 137,133 | $6.55M | 0.84% | +63,442+86.1% | Added |
| Ameriprise Financial Inc | 134,871 | $6.44M | 0.00% | −4,534−3.3% | Reduced |
| Morgan Stanley | 110,966 | $5.30M | 0.00% | −25,545−18.7% | Reduced |
| Ophir Asset Management Pty Ltd | 109,773 | $5.24M | 0.93% | +109,773 | New |
| Goldman Sachs Group Inc | 106,707 | $5.10M | 0.00% | +13,394+14.4% | Added |
| Royal Bank of Canada | 96,549 | $4.61M | 0.00% | −1,054−1.1% | Reduced |
| Two Sigma Advisers, LP | 92,300 | $4.41M | 0.01% | −34,600−27.3% | Reduced |
| Nuveen Asset Management, LLC | 87,464 | $4.18M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 77,935 | $3.72M | 0.00% | −17,505−18.3% | Reduced |
| Two Sigma Investments, LP | 74,100 | $3.54M | 0.01% | −62,922−45.9% | Reduced |
| King Luther Capital Management Corp | 69,738 | $3.33M | 0.02% | +2,831+4.2% | Added |
| Penn Capital Management Co Inc | 69,676 | $3.33M | 0.32% | −34,069−32.8% | Reduced |
| UBS Asset Management Americas Inc | 67,131 | $3.21M | 0.00% | +21,565+47.3% | Added |
| Swiss National Bank | 65,100 | $3.11M | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 63,669 | $3.04M | 0.36% | +670+1.1% | Added |
| Public Employees Retirement System of Ohio | 57,742 | $2.76M | 0.01% | −2,721−4.5% | Reduced |
| Raymond James & Associates | 55,661 | $2.66M | 0.00% | +107+0.2% | Added |
| Invesco Ltd. | 54,521 | $2.60M | 0.00% | +509+0.9% | Added |
| Marshall Wace, LLP | 52,999 | $2.53M | 0.00% | +14,908+39.1% | Added |
| Rhumbline Advisers | 52,041 | $2.48M | 0.00% | +4,026+8.4% | Added |
| Essex Investment Management Co LLC | 51,080 | $2.44M | 0.46% | +51,080 | New |
| Voloridge Investment Management, LLC | 48,919 | $2.34M | 0.01% | −110,500−69.3% | Reduced |
| Renaissance Technologies LLC | 46,575 | $2.22M | 0.00% | −9,100−16.3% | Reduced |
| Sapience Investments, LLC | 46,077 | $2.20M | 1.12% | −29,525−39.1% | Reduced |
| Jane Street Group, LLC | 45,519 | $2.17M | 0.00% | +29,644+186.7% | Added |
| Advantage Alpha Capital Partners LP | 42,636 | $2.04M | 0.44% | −16,204−27.5% | Reduced |
| D. E. Shaw & Co., Inc. | 42,164 | $2.01M | 0.00% | −71,779−63.0% | Reduced |
| GHP Investment Advisors, Inc. | 39,271 | $1.88M | 0.09% | +3,066+8.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 38,517 | $1.84M | 0.02% | +374+1.0% | Added |
| Susquehanna International Group, LLP | 37,185 | $1.78M | 0.00% | +22,916+160.6% | Added |
| Alliancebernstein L.P. | 36,850 | $1.76M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 34,506 | $1.65M | 0.00% | −48−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 33,709 | $1.61M | 0.00% | +33,709 | New |
| Legal & General Group Plc | 33,221 | $1.59M | 0.00% | −17−0.1% | Reduced |
| First Trust Advisors LP | 32,614 | $1.56M | 0.00% | −19,800−37.8% | Reduced |
| California State Teachers Retirement System | 32,321 | $1.54M | 0.00% | −746−2.3% | Reduced |
| Madison Asset Management, LLC | 30,141 | $1.44M | 0.02% | +266+0.9% | Added |
| Envestnet Asset Management Inc | 29,656 | $1.42M | 0.00% | −2,156−6.8% | Reduced |
| Price T Rowe Associates Inc | 26,572 | $1.27M | 0.00% | +1,094+4.3% | Added |
| Oppenheimer Asset Management Inc. | 25,048 | $1.20M | 0.02% | +8,546+51.8% | Added |
| Jacobs Levy Equity Management, Inc | 24,676 | $1.18M | 0.00% | −55,810−69.3% | Reduced |
| American Century Companies Inc | 24,218 | $1.16M | 0.00% | +7,730+46.9% | Added |
| Trexquant Investment LP | 20,904 | $998.2K | 0.02% | +9,139+77.7% | Added |
| UBS Group AG | 20,336 | $971.0K | 0.00% | −25,825−55.9% | Reduced |
| Cardinal Capital Management | 19,353 | $924.1K | 0.16% | +702+3.8% | Added |
| MetLife Investment Management | 19,222 | $917.9K | 0.01% | +1,722+9.8% | Added |
| Intrepid Capital Management Inc | 19,203 | $916.9K | 0.58% | 00.0% | Unchanged |
| Citadel Advisors LLC | 18,403 | $878.7K | 0.00% | −107,853−85.4% | Reduced |
| Corebridge Financial, Inc. | 17,888 | $854.2K | 0.00% | +17,888 | New |
| Legato Capital Management LLC | 17,559 | $838.4K | 0.11% | +17,559 | New |
| Barclays PLC | 17,403 | $831.0K | 0.00% | −18,222−51.1% | Reduced |
| Manufacturers Life Insurance Company, The | 17,292 | $825.7K | 0.00% | +1,218+7.6% | Added |
| Deutsche Bank AG | 16,339 | $780.2K | 0.00% | −2,049−11.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,270 | $776.9K | 0.00% | +16,270 | New |
| Numerai GP LLC | 13,603 | $649.5K | 0.24% | −15,391−53.1% | Reduced |
| Great West Life Assurance Co | 12,364 | $590.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,273 | $586.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,188 | $582.0K | 0.00% | +1,594+15.0% | Added |
| Pinnacle Associates Ltd | 11,872 | $566.9K | 0.01% | −6,720−36.1% | Reduced |
| Clean Yield Group | 11,344 | $541.7K | 0.20% | 00.0% | Unchanged |
| Victory Capital Management Inc | 11,256 | $537.5K | 0.00% | +179+1.6% | Added |
| Glenmede Trust Co NA | 11,220 | $535.8K | 0.00% | +254+2.3% | Added |
| BNP Paribas Arbitrage, SA | 10,921 | $521.5K | 0.00% | −23,965−68.7% | Reduced |
| Tower Research Capital LLC (TRC) | 10,669 | $509.4K | 0.01% | +10,002+1,499.6% | Added |
| Moneta Group Investment Advisors LLC | 10,025 | $478.7K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9,996 | $477.3K | 0.00% | +26+0.3% | Added |
| First Hawaiian Bank | 9,384 | $448.1K | 0.02% | +9,384 | New |
| State Board of Administration of Florida Retirement System | 9,295 | $443.8K | 0.00% | −4,330−31.8% | Reduced |