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 |
|---|---|---|---|---|---|
| Cardinal Capital Management | 23,219 | $1.04M | 0.16% | +1,000+4.5% | Added |
| Renaissance Technologies LLC | 24,175 | $1.08M | 0.00% | +24,175 | New |
| First Trust Advisors LP | 29,715 | $1.33M | 0.00% | +16,980+133.3% | Added |
| Citigroup Inc | 29,891 | $1.33M | 0.00% | +4,315+16.9% | Added |
| Price T Rowe Associates Inc | 30,790 | $1.38M | 0.00% | +2,208+7.7% | Added |
| California State Teachers Retirement System | 31,066 | $1.39M | 0.00% | −316−1.0% | Reduced |
| Deutsche Bank AG | 31,174 | $1.39M | 0.00% | +10,616+51.6% | Added |
| Oppenheimer Asset Management Inc. | 31,688 | $1.41M | 0.02% | +880+2.9% | Added |
| Legal & General Group Plc | 36,483 | $1.63M | 0.00% | +2,708+8.0% | Added |
| Alliancebernstein L.P. | 36,892 | $1.65M | 0.00% | +42+0.1% | Added |
| GHP Investment Advisors, Inc. | 38,720 | $1.73M | 0.08% | +1,501+4.0% | Added |
| Susquehanna International Group, LLP | 39,204 | $1.75M | 0.00% | +12,889+49.0% | Added |
| Sapience Investments, LLC | 39,447 | $1.76M | 1.03% | −6,490−14.1% | Reduced |
| Advantage Alpha Capital Partners LP | 42,351 | $1.89M | 0.45% | −3,285−7.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 42,591 | $1.90M | 0.02% | −6,146−12.6% | Reduced |
| Voloridge Investment Management, LLC | 44,648 | $1.99M | 0.01% | −53,978−54.7% | Reduced |
| Stifel Financial Corp | 49,936 | $2.23M | 0.00% | −611−1.2% | Reduced |
| Rhumbline Advisers | 50,612 | $2.26M | 0.00% | +726+1.5% | Added |
| Natixis Advisors, L.P. | 55,151 | $2.46M | 0.00% | +55,151 | New |
| Invesco Ltd. | 56,699 | $2.53M | 0.00% | +2,137+3.9% | Added |
| American Century Companies Inc | 59,816 | $2.67M | 0.00% | +11,383+23.5% | Added |
| Barclays PLC | 61,408 | $2.74M | 0.00% | +3,957+6.9% | Added |
| UBS Asset Management Americas Inc | 61,895 | $2.76M | 0.00% | +543+0.9% | Added |
| Swiss National Bank | 65,100 | $2.91M | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 70,733 | $3.16M | 0.01% | +291+0.4% | Added |
| Two Sigma Advisers, LP | 84,300 | $3.76M | 0.01% | −4,700−5.3% | Reduced |
| Norges Bank | 86,297 | $3.85M | 0.00% | −25,312−22.7% | Reduced |
| Nuveen Asset Management, LLC | 86,348 | $3.85M | 0.00% | −1,116−1.3% | Reduced |
| Marshall Wace, LLP | 88,470 | $3.95M | 0.00% | −27,284−23.6% | Reduced |
| Royal Bank of Canada | 88,835 | $3.97M | 0.00% | −2,668−2.9% | Reduced |
| Envestnet Asset Management Inc | 93,463 | $4.17M | 0.00% | +58,282+165.7% | Added |
| JPMorgan Chase & Co | 115,542 | $5.16M | 0.00% | +56,113+94.4% | Added |
| Two Sigma Investments, LP | 116,450 | $5.20M | 0.01% | −841−0.7% | Reduced |
| Goldman Sachs Group Inc | 125,896 | $5.62M | 0.00% | +4,331+3.6% | Added |
| Granite Investment Partners, LLC | 139,849 | $6.24M | 0.27% | −24,814−15.1% | Reduced |
| Morgan Stanley | 151,282 | $6.75M | 0.00% | −20,054−11.7% | Reduced |
| Keeley-Teton Advisors, LLC | 152,507 | $6.81M | 0.79% | −3,277−2.1% | Reduced |
| UBS Group AG | 156,755 | $7.00M | 0.00% | +133,275+567.6% | Added |
| Ameriprise Financial Inc | 157,551 | $7.03M | 0.00% | +22,680+16.8% | Added |
| Comerica Bank | 161,610 | $7.21M | 0.03% | +2,117+1.3% | Added |
| Raymond James Financial Inc | 172,389 | $7.70M | 0.00% | +172,389 | New |
| Frontier Capital Management Co LLC | 180,890 | $8.07M | 0.08% | −115,401−38.9% | Reduced |
| Silvercrest Asset Management Group LLC | 185,459 | $8.28M | 0.06% | −940−0.5% | Reduced |
| SEI Investments Co | 187,176 | $8.36M | 0.01% | +10,225+5.8% | Added |
| Ceredex Value Advisors LLC | 219,900 | $9.82M | 0.20% | +132,007+150.2% | Added |
| Diamond Hill Capital Management Inc | 231,675 | $10.3M | 0.05% | −54,130−18.9% | Reduced |
| Schroder Investment Management Group | 246,746 | $11.0M | 0.01% | −77,559−23.9% | Reduced |
| Rockefeller Capital Management L.P. | 249,738 | $11.1M | 0.03% | +195,779+362.8% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $13.4M | 2.83% | 00.0% | Unchanged |
| Northern Trust Corp | 322,472 | $14.4M | 0.00% | +27,718+9.4% | Added |
| Mesirow Institutional Investment Management, Inc. | 332,729 | $14.9M | 1.14% | +66,500+25.0% | Added |
| New York State Common Retirement Fund | 393,323 | $17.6M | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 398,899 | $17.8M | 0.00% | +33,915+9.3% | Added |
| Royce & Associates LP | 434,799 | $19.4M | 0.18% | +46,140+11.9% | Added |
| Voya Investment Management LLC | 450,429 | $20.1M | 0.02% | +90,362+25.1% | Added |
| Neuberger Berman Group LLC | 488,900 | $21.8M | 0.02% | +9,766+2.0% | Added |
| Bank of New York Mellon Corp | 519,531 | $23.2M | 0.00% | +81,100+18.5% | Added |
| T. Rowe Price Investment Management, Inc. | 569,169 | $25.4M | 0.02% | +2,255+0.4% | Added |
| Janus Henderson Group PLC | 637,703 | $28.5M | 0.01% | +5,684+0.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 720,925 | $32.2M | 0.30% | +708,715+5,804.4% | Added |
| Geode Capital Management, LLC | 750,472 | $33.5M | 0.00% | −2,072−0.3% | Reduced |
| Bank of America Corp | 784,509 | $35.0M | 0.00% | −6,813−0.9% | Reduced |
| State Street Corp | 790,351 | $35.3M | 0.00% | +16,574+2.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 957,983 | $42.8M | 0.15% | −41,132−4.1% | Reduced |
| Sara-Bay Financial | 1,217,467 | $54.1M | 20.05% | +247,088+25.5% | Added |
| Dimensional Fund Advisors LP | 1,438,786 | $64.2M | 0.02% | +79,178+5.8% | Added |
| Wellington Management Group LLP | 1,463,265 | $65.3M | 0.01% | −559,459−27.7% | Reduced |
| Brown Capital Management LLC | 1,530,748 | $68.3M | 1.58% | −282,656−15.6% | Reduced |
| Thrivent Financial for Lutherans | 1,841,823 | $82.2M | 0.16% | +21,683+1.2% | Added |
| Conestoga Capital Advisors, LLC | 1,986,528 | $88.7M | 1.18% | +266,127+15.5% | Added |
| BlackRock, Inc. | 2,443,507 | $109.1M | 0.00% | +1,0610.0% | Added |
| Vanguard Group Inc | 3,328,127 | $148.6M | 0.00% | +13,059+0.4% | Added |
| Wasatch Advisors Inc | 3,545,604 | $158.3M | 0.78% | +2,476+0.1% | Added |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −19,995−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −19,635−100.0% | Sold out |
| Intrepid Capital Management Inc | 0 | $0 | 0.00% | −19,203−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −16,561−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −13,054−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,348−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −9,361−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −9,060−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,042−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −5,043−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −4,298−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −4,268−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |