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 2024
Institutional positions in Helios Technologies, Inc. as of Dec 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
- 173
- −2 vs. Q3 2024
- Shares held
- 32.7M
- +1.22M (+3.9%) vs. Q3 2024
- Total value
- $1.46B
- −$42.4M (−2.8%) vs. Q3 2024
- New holders
- 21
- 72 more added
- Sold out
- 23
- 49 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 3,545,604 | $158.3M | 0.78% | +2,476+0.1% | Added |
| Vanguard Group Inc | 3,328,127 | $148.6M | 0.00% | +13,059+0.4% | Added |
| BlackRock, Inc. | 2,443,507 | $109.1M | 0.00% | +1,0610.0% | Added |
| Conestoga Capital Advisors, LLC | 1,986,528 | $88.7M | 1.18% | +266,127+15.5% | Added |
| Thrivent Financial for Lutherans | 1,841,823 | $82.2M | 0.16% | +21,683+1.2% | Added |
| Brown Capital Management LLC | 1,530,748 | $68.3M | 1.58% | −282,656−15.6% | Reduced |
| Wellington Management Group LLP | 1,463,265 | $65.3M | 0.01% | −559,459−27.7% | Reduced |
| Dimensional Fund Advisors LP | 1,438,786 | $64.2M | 0.02% | +79,178+5.8% | Added |
| Sara-Bay Financial | 1,217,467 | $54.1M | 20.05% | +247,088+25.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 957,983 | $42.8M | 0.15% | −41,132−4.1% | Reduced |
| State Street Corp | 790,351 | $35.3M | 0.00% | +16,574+2.1% | Added |
| Bank of America Corp | 784,509 | $35.0M | 0.00% | −6,813−0.9% | Reduced |
| Geode Capital Management, LLC | 750,472 | $33.5M | 0.00% | −2,072−0.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 720,925 | $32.2M | 0.30% | +708,715+5,804.4% | Added |
| Janus Henderson Group PLC | 637,703 | $28.5M | 0.01% | +5,684+0.9% | Added |
| T. Rowe Price Investment Management, Inc. | 569,169 | $25.4M | 0.02% | +2,255+0.4% | Added |
| Bank of New York Mellon Corp | 519,531 | $23.2M | 0.00% | +81,100+18.5% | Added |
| Neuberger Berman Group LLC | 488,900 | $21.8M | 0.02% | +9,766+2.0% | Added |
| Voya Investment Management LLC | 450,429 | $20.1M | 0.02% | +90,362+25.1% | Added |
| Royce & Associates LP | 434,799 | $19.4M | 0.18% | +46,140+11.9% | Added |
| Charles Schwab Investment Management Inc | 398,899 | $17.8M | 0.00% | +33,915+9.3% | Added |
| New York State Common Retirement Fund | 393,323 | $17.6M | 0.02% | 00.0% | Unchanged |
| Mesirow Institutional Investment Management, Inc. | 332,729 | $14.9M | 1.14% | +66,500+25.0% | Added |
| Northern Trust Corp | 322,472 | $14.4M | 0.00% | +27,718+9.4% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $13.4M | 2.83% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 249,738 | $11.1M | 0.03% | +195,779+362.8% | Added |
| Schroder Investment Management Group | 246,746 | $11.0M | 0.01% | −77,559−23.9% | Reduced |
| Diamond Hill Capital Management Inc | 231,675 | $10.3M | 0.05% | −54,130−18.9% | Reduced |
| Ceredex Value Advisors LLC | 219,900 | $9.82M | 0.20% | +132,007+150.2% | Added |
| SEI Investments Co | 187,176 | $8.36M | 0.01% | +10,225+5.8% | Added |
| Silvercrest Asset Management Group LLC | 185,459 | $8.28M | 0.06% | −940−0.5% | Reduced |
| Frontier Capital Management Co LLC | 180,890 | $8.07M | 0.08% | −115,401−38.9% | Reduced |
| Raymond James Financial Inc | 172,389 | $7.70M | 0.00% | +172,389 | New |
| Comerica Bank | 161,610 | $7.21M | 0.03% | +2,117+1.3% | Added |
| Ameriprise Financial Inc | 157,551 | $7.03M | 0.00% | +22,680+16.8% | Added |
| UBS Group AG | 156,755 | $7.00M | 0.00% | +133,275+567.6% | Added |
| Keeley-Teton Advisors, LLC | 152,507 | $6.81M | 0.79% | −3,277−2.1% | Reduced |
| Morgan Stanley | 151,282 | $6.75M | 0.00% | −20,054−11.7% | Reduced |
| Granite Investment Partners, LLC | 139,849 | $6.24M | 0.27% | −24,814−15.1% | Reduced |
| Goldman Sachs Group Inc | 125,896 | $5.62M | 0.00% | +4,331+3.6% | Added |
| Two Sigma Investments, LP | 116,450 | $5.20M | 0.01% | −841−0.7% | Reduced |
| JPMorgan Chase & Co | 115,542 | $5.16M | 0.00% | +56,113+94.4% | Added |
| Envestnet Asset Management Inc | 93,463 | $4.17M | 0.00% | +58,282+165.7% | Added |
| Royal Bank of Canada | 88,835 | $3.97M | 0.00% | −2,668−2.9% | Reduced |
| Marshall Wace, LLP | 88,470 | $3.95M | 0.00% | −27,284−23.6% | Reduced |
| Nuveen Asset Management, LLC | 86,348 | $3.85M | 0.00% | −1,116−1.3% | Reduced |
| Norges Bank | 86,297 | $3.85M | 0.00% | −25,312−22.7% | Reduced |
| Two Sigma Advisers, LP | 84,300 | $3.76M | 0.01% | −4,700−5.3% | Reduced |
| King Luther Capital Management Corp | 70,733 | $3.16M | 0.01% | +291+0.4% | Added |
| Swiss National Bank | 65,100 | $2.91M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 61,895 | $2.76M | 0.00% | +543+0.9% | Added |
| Barclays PLC | 61,408 | $2.74M | 0.00% | +3,957+6.9% | Added |
| American Century Companies Inc | 59,816 | $2.67M | 0.00% | +11,383+23.5% | Added |
| Invesco Ltd. | 56,699 | $2.53M | 0.00% | +2,137+3.9% | Added |
| Natixis Advisors, L.P. | 55,151 | $2.46M | 0.00% | +55,151 | New |
| Rhumbline Advisers | 50,612 | $2.26M | 0.00% | +726+1.5% | Added |
| Stifel Financial Corp | 49,936 | $2.23M | 0.00% | −611−1.2% | Reduced |
| Voloridge Investment Management, LLC | 44,648 | $1.99M | 0.01% | −53,978−54.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 42,591 | $1.90M | 0.02% | −6,146−12.6% | Reduced |
| Advantage Alpha Capital Partners LP | 42,351 | $1.89M | 0.45% | −3,285−7.2% | Reduced |
| Sapience Investments, LLC | 39,447 | $1.76M | 1.03% | −6,490−14.1% | Reduced |
| Susquehanna International Group, LLP | 39,204 | $1.75M | 0.00% | +12,889+49.0% | Added |
| GHP Investment Advisors, Inc. | 38,720 | $1.73M | 0.08% | +1,501+4.0% | Added |
| Alliancebernstein L.P. | 36,892 | $1.65M | 0.00% | +42+0.1% | Added |
| Legal & General Group Plc | 36,483 | $1.63M | 0.00% | +2,708+8.0% | Added |
| Oppenheimer Asset Management Inc. | 31,688 | $1.41M | 0.02% | +880+2.9% | Added |
| Deutsche Bank AG | 31,174 | $1.39M | 0.00% | +10,616+51.6% | Added |
| California State Teachers Retirement System | 31,066 | $1.39M | 0.00% | −316−1.0% | Reduced |
| Price T Rowe Associates Inc | 30,790 | $1.38M | 0.00% | +2,208+7.7% | Added |
| Citigroup Inc | 29,891 | $1.33M | 0.00% | +4,315+16.9% | Added |
| First Trust Advisors LP | 29,715 | $1.33M | 0.00% | +16,980+133.3% | Added |
| Renaissance Technologies LLC | 24,175 | $1.08M | 0.00% | +24,175 | New |
| Cardinal Capital Management | 23,219 | $1.04M | 0.16% | +1,000+4.5% | Added |
| MetLife Investment Management | 20,338 | $907.9K | 0.00% | +1,116+5.8% | Added |
| Dynamic Technology Lab Private Ltd | 20,280 | $905.0K | 0.15% | +20,280 | New |
| Jane Street Group, LLC | 18,982 | $847.4K | 0.00% | −4,623−19.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 18,909 | $844.1K | 0.00% | +649+3.6% | Added |
| Trexquant Investment LP | 17,455 | $779.2K | 0.01% | +17,455 | New |
| Natixis Investment Managers International | 17,070 | $762.0K | 0.06% | +17,070 | New |
| Wells Fargo & Company | 17,055 | $761.3K | 0.00% | +5,147+43.2% | Added |
| Corebridge Financial, Inc. | 16,531 | $737.9K | 0.00% | −1,248−7.0% | Reduced |
| Manufacturers Life Insurance Company, The | 16,087 | $718.1K | 0.00% | −965−5.7% | Reduced |
| Intech Investment Management LLC | 14,790 | $660.2K | 0.01% | +10,089+214.6% | Added |
| HSBC Holdings PLC | 14,323 | $637.8K | 0.00% | +14,323 | New |
| Great West Life Assurance Co | 14,169 | $632.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,479 | $602.0K | 0.00% | +1,863+16.0% | Added |
| Brown Advisory Inc | 12,273 | $547.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,577 | $517.0K | 0.00% | +11,577 | New |
| Pinnacle Associates Ltd | 11,417 | $509.7K | 0.01% | −8,025−41.3% | Reduced |
| Clean Yield Group | 10,969 | $489.7K | 0.16% | −150−1.3% | Reduced |
| Glenmede Trust Co NA | 10,141 | $452.7K | 0.00% | −1,059−9.5% | Reduced |
| First Hawaiian Bank | 10,029 | $447.7K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10,025 | $447.5K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,642 | $430.4K | 0.00% | +93+1.0% | Added |
| Nisa Investment Advisors, LLC | 9,522 | $425.1K | 0.00% | +19+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 9,468 | $422.7K | 0.03% | −1,292−12.0% | Reduced |
| ProShare Advisors LLC | 9,364 | $418.0K | 0.00% | +3,081+49.0% | Added |
| Handelsbanken Fonder AB | 9,358 | $418.0K | 0.00% | +1,600+20.6% | Added |
| State Board of Administration of Florida Retirement System | 9,295 | $414.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,169 | $409.3K | 0.00% | +3,829+71.7% | Added |