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 2024
Institutional positions in Helios Technologies, Inc. as of Sep 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
- 177
- +4 vs. Q2 2024
- Shares held
- 31.6M
- +2.18M (+7.4%) vs. Q2 2024
- Total value
- $1.51B
- +$102.3M (+7.3%) vs. Q2 2024
- New holders
- 27
- 67 more added
- Sold out
- 23
- 48 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 3,543,128 | $169.0M | 0.83% | −643,834−15.4% | Reduced |
| Vanguard Group Inc | 3,315,068 | $158.1M | 0.00% | +82,598+2.6% | Added |
| BlackRock, Inc. | 2,442,446 | $116.5M | 0.00% | +2,442,446 | New |
| Wellington Management Group LLP | 2,022,724 | $96.5M | 0.02% | −871,824−30.1% | Reduced |
| Thrivent Financial for Lutherans | 1,820,140 | $86.8M | 0.16% | +428,110+30.8% | Added |
| Brown Capital Management LLC | 1,813,404 | $86.5M | 1.86% | −169,366−8.5% | Reduced |
| Conestoga Capital Advisors, LLC | 1,720,401 | $82.1M | 1.11% | −287,885−14.3% | Reduced |
| Dimensional Fund Advisors LP | 1,359,608 | $64.9M | 0.02% | +75,179+5.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 999,115 | $47.7M | 0.16% | +100,696+11.2% | Added |
| Sara-Bay Financial | 970,379 | $46.3M | 19.41% | −1,069−0.1% | Reduced |
| Bank of America Corp | 791,322 | $37.7M | 0.00% | +164,342+26.2% | Added |
| State Street Corp | 773,777 | $36.9M | 0.00% | +4,699+0.6% | Added |
| Geode Capital Management, LLC | 752,544 | $35.9M | 0.00% | +7,871+1.1% | Added |
| Janus Henderson Group PLC | 632,019 | $30.1M | 0.02% | −95,942−13.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 566,914 | $27.0M | 0.02% | +95,109+20.2% | Added |
| Neuberger Berman Group LLC | 479,134 | $22.8M | 0.02% | +155,788+48.2% | Added |
| Bank of New York Mellon Corp | 438,431 | $20.9M | 0.00% | −25,226−5.4% | Reduced |
| New York State Common Retirement Fund | 393,323 | $18.8M | 0.03% | −27,755−6.6% | Reduced |
| Royce & Associates LP | 388,659 | $18.5M | 0.17% | +98,900+34.1% | Added |
| Charles Schwab Investment Management Inc | 364,984 | $17.4M | 0.00% | +38,307+11.7% | Added |
| Voya Investment Management LLC | 360,067 | $17.2M | 0.02% | +153,322+74.2% | Added |
| Schroder Investment Management Group | 324,305 | $15.3M | 0.02% | +68,820+26.9% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $14.3M | 3.24% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 296,291 | $14.1M | 0.13% | +85,505+40.6% | Added |
| Northern Trust Corp | 294,754 | $14.1M | 0.00% | −544−0.2% | Reduced |
| Diamond Hill Capital Management Inc | 285,805 | $13.6M | 0.06% | +285,805 | New |
| Mesirow Institutional Investment Management, Inc. | 266,229 | $12.7M | 0.97% | +87,307+48.8% | Added |
| Silvercrest Asset Management Group LLC | 186,399 | $8.89M | 0.06% | −1,076−0.6% | Reduced |
| SEI Investments Co | 176,951 | $8.44M | 0.01% | +25,846+17.1% | Added |
| Morgan Stanley | 171,336 | $8.17M | 0.00% | +60,370+54.4% | Added |
| Granite Investment Partners, LLC | 164,663 | $7.85M | 0.34% | −1,910−1.1% | Reduced |
| Comerica Bank | 159,493 | $7.61M | 0.03% | +9,084+6.0% | Added |
| Keeley-Teton Advisors, LLC | 155,784 | $7.43M | 0.82% | +18,651+13.6% | Added |
| Ameriprise Financial Inc | 134,871 | $6.43M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 121,565 | $5.80M | 0.00% | +14,858+13.9% | Added |
| Two Sigma Investments, LP | 117,291 | $5.59M | 0.01% | +43,191+58.3% | Added |
| Marshall Wace, LLP | 115,754 | $5.52M | 0.01% | +62,755+118.4% | Added |
| Norges Bank | 111,609 | $5.32M | 0.00% | −39,759−26.3% | Reduced |
| Voloridge Investment Management, LLC | 98,626 | $4.70M | 0.02% | +49,707+101.6% | Added |
| Royal Bank of Canada | 91,503 | $4.36M | 0.00% | −5,046−5.2% | Reduced |
| Two Sigma Advisers, LP | 89,000 | $4.25M | 0.01% | −3,300−3.6% | Reduced |
| Ceredex Value Advisors LLC | 87,893 | $4.19M | 0.08% | −99,648−53.1% | Reduced |
| Nuveen Asset Management, LLC | 87,464 | $4.17M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 73,272 | $3.50M | 0.00% | +17,611+31.6% | Added |
| King Luther Capital Management Corp | 70,442 | $3.36M | 0.01% | +704+1.0% | Added |
| Swiss National Bank | 65,100 | $3.11M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 61,352 | $2.93M | 0.00% | −5,779−8.6% | Reduced |
| JPMorgan Chase & Co | 59,429 | $2.83M | 0.00% | −18,506−23.7% | Reduced |
| Barclays PLC | 57,451 | $2.74M | 0.00% | +40,048+230.1% | Added |
| Invesco Ltd. | 54,562 | $2.60M | 0.00% | +41+0.1% | Added |
| Rockefeller Capital Management L.P. | 53,959 | $2.57M | 0.01% | +20,250+60.1% | Added |
| Stifel Financial Corp | 50,547 | $2.41M | 0.00% | +16,041+46.5% | Added |
| Rhumbline Advisers | 49,886 | $2.38M | 0.00% | −2,155−4.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 48,737 | $2.32M | 0.02% | +10,220+26.5% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 48,737 | $2.32M | 0.02% | +48,737 | New |
| American Century Companies Inc | 48,433 | $2.31M | 0.00% | +24,215+100.0% | Added |
| Sapience Investments, LLC | 45,937 | $2.19M | 1.08% | −140−0.3% | Reduced |
| Advantage Alpha Capital Partners LP | 45,636 | $2.18M | 0.50% | +3,000+7.0% | Added |
| GHP Investment Advisors, Inc. | 37,219 | $1.78M | 0.08% | −2,052−5.2% | Reduced |
| Alliancebernstein L.P. | 36,850 | $1.76M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 35,762 | $1.71M | 0.00% | +17,359+94.3% | Added |
| Envestnet Asset Management Inc | 35,181 | $1.68M | 0.00% | +5,525+18.6% | Added |
| Numerai GP LLC | 34,728 | $1.66M | 0.44% | +21,125+155.3% | Added |
| Legal & General Group Plc | 33,775 | $1.61M | 0.00% | +554+1.7% | Added |
| California State Teachers Retirement System | 31,382 | $1.50M | 0.00% | −939−2.9% | Reduced |
| Oppenheimer Asset Management Inc. | 30,808 | $1.47M | 0.02% | +5,760+23.0% | Added |
| Price T Rowe Associates Inc | 28,582 | $1.36M | 0.00% | +2,010+7.6% | Added |
| Susquehanna International Group, LLP | 26,315 | $1.26M | 0.00% | −10,870−29.2% | Reduced |
| Citigroup Inc | 25,576 | $1.22M | 0.00% | +18,252+249.2% | Added |
| D. E. Shaw & Co., Inc. | 24,286 | $1.16M | 0.00% | −17,878−42.4% | Reduced |
| Jane Street Group, LLC | 23,605 | $1.13M | 0.00% | −21,914−48.1% | Reduced |
| UBS Group AG | 23,480 | $1.12M | 0.00% | +3,144+15.5% | Added |
| Cardinal Capital Management | 22,219 | $1.06M | 0.16% | +2,866+14.8% | Added |
| Deutsche Bank AG | 20,558 | $980.6K | 0.00% | +4,219+25.8% | Added |
| Deerfield Management Company, L.P. (Series C) | 19,995 | $953.8K | 0.01% | +19,995 | New |
| Penn Capital Management Co Inc | 19,635 | $936.6K | 0.09% | −50,041−71.8% | Reduced |
| MetLife Investment Management | 19,222 | $916.9K | 0.01% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 19,203 | $916.0K | 0.51% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 19,442 | $881.7K | 0.02% | +7,570+63.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,260 | $871.0K | 0.00% | +1,990+12.2% | Added |
| Corebridge Financial, Inc. | 17,779 | $848.1K | 0.00% | −109−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 17,052 | $813.4K | 0.00% | −240−1.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 16,561 | $790.0K | 0.00% | −8,115−32.9% | Reduced |
| Great West Life Assurance Co | 14,169 | $677.0K | 0.00% | +1,805+14.6% | Added |
| BNP Paribas Arbitrage, SA | 13,111 | $625.4K | 0.00% | +2,190+20.1% | Added |
| Quest Partners LLC | 13,054 | $622.7K | 0.06% | +13,054 | New |
| First Trust Advisors LP | 12,735 | $607.5K | 0.00% | −19,879−61.0% | Reduced |
| Sherbrooke Park Advisers LLC | 12,687 | $605.2K | 0.14% | +12,687 | New |
| Tower Research Capital LLC (TRC) | 12,387 | $590.9K | 0.02% | +1,718+16.1% | Added |
| Brown Advisory Inc | 12,273 | $585.4K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 12,210 | $583.0K | 0.01% | +12,210 | New |
| Wells Fargo & Company | 11,908 | $568.0K | 0.00% | −280−2.3% | Reduced |
| SG Americas Securities, LLC | 11,616 | $554.0K | 0.00% | +8,729+302.4% | Added |
| Glenmede Trust Co NA | 11,200 | $534.2K | 0.00% | −20−0.2% | Reduced |
| Clean Yield Group | 11,119 | $530.4K | 0.17% | −225−2.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 10,760 | $513.3K | 0.04% | +3,480+47.8% | Added |
| EntryPoint Capital, LLC | 10,480 | $499.9K | 0.28% | +1,953+22.9% | Added |
| Quantbot Technologies LP | 10,348 | $493.6K | 0.02% | +10,348 | New |
| First Hawaiian Bank | 10,029 | $478.4K | 0.02% | +645+6.9% | Added |
| Moneta Group Investment Advisors LLC | 10,025 | $478.2K | 0.01% | 00.0% | Unchanged |