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 2025
Institutional positions in Helios Technologies, Inc. as of Mar 31, 2025. 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
- 184
- +15 vs. Q4 2024
- Shares held
- 32.4M
- +129.7K (+0.4%) vs. Q4 2024
- Total value
- $1.04B
- −$400.4M (−27.8%) vs. Q4 2024
- New holders
- 32
- 66 more added
- Sold out
- 17
- 57 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 3,407,368 | $109.3M | 0.61% | −138,236−3.9% | Reduced |
| Vanguard Group Inc | 3,296,258 | $105.8M | 0.00% | −31,869−1.0% | Reduced |
| BlackRock, Inc. | 2,427,341 | $77.9M | 0.00% | −16,166−0.7% | Reduced |
| Conestoga Capital Advisors, LLC | 1,971,463 | $63.3M | 0.95% | −15,065−0.8% | Reduced |
| Thrivent Financial for Lutherans | 1,758,635 | $56.4M | 0.12% | −83,188−4.5% | Reduced |
| Dimensional Fund Advisors LP | 1,506,946 | $48.4M | 0.01% | +68,160+4.7% | Added |
| Sara-Bay Financial | 1,215,181 | $39.2M | 17.29% | −2,286−0.2% | Reduced |
| Brown Capital Management LLC | 1,175,408 | $37.7M | 1.14% | −355,340−23.2% | Reduced |
| Wellington Management Group LLP | 1,106,921 | $35.5M | 0.01% | −356,344−24.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 966,419 | $31.0M | 0.11% | +8,436+0.9% | Added |
| Bank of America Corp | 864,184 | $27.7M | 0.00% | +79,675+10.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 789,915 | $25.3M | 0.25% | +68,990+9.6% | Added |
| State Street Corp | 782,120 | $25.1M | 0.00% | −8,231−1.0% | Reduced |
| Geode Capital Management, LLC | 763,883 | $24.5M | 0.00% | +13,411+1.8% | Added |
| Janus Henderson Group PLC | 683,321 | $22.1M | 0.01% | +45,618+7.2% | Added |
| T. Rowe Price Investment Management, Inc. | 568,017 | $18.2M | 0.01% | −1,152−0.2% | Reduced |
| Neuberger Berman Group LLC | 484,954 | $15.6M | 0.01% | −3,946−0.8% | Reduced |
| Royce & Associates LP | 437,629 | $14.0M | 0.15% | +2,830+0.7% | Added |
| Charles Schwab Investment Management Inc | 429,860 | $13.8M | 0.00% | +30,961+7.8% | Added |
| Rockefeller Capital Management L.P. | 424,039 | $13.6M | 0.03% | +174,301+69.8% | Added |
| Ceredex Value Advisors LLC | 350,500 | $11.2M | 0.25% | +130,600+59.4% | Added |
| New York State Common Retirement Fund | 348,448 | $11.2M | 0.02% | −44,875−11.4% | Reduced |
| Bank of New York Mellon Corp | 347,407 | $11.1M | 0.00% | −172,124−33.1% | Reduced |
| MetLife Investment Management | 344,505 | $11.1M | 0.06% | +324,167+1,593.9% | Added |
| Ameriprise Financial Inc | 342,065 | $11.0M | 0.00% | +184,514+117.1% | Added |
| Northern Trust Corp | 312,283 | $10.0M | 0.00% | −10,189−3.2% | Reduced |
| Iat Reinsurance Co Ltd. | 300,000 | $9.63M | 2.01% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 257,251 | $8.26M | 0.04% | +25,576+11.0% | Added |
| Raymond James Financial Inc | 245,274 | $7.87M | 0.00% | +72,885+42.3% | Added |
| Schroder Investment Management Group | 236,315 | $7.63M | 0.01% | −10,431−4.2% | Reduced |
| Morgan Stanley | 198,450 | $6.37M | 0.00% | +47,168+31.2% | Added |
| SEI Investments Co | 185,111 | $5.94M | 0.01% | −2,065−1.1% | Reduced |
| Silvercrest Asset Management Group LLC | 184,917 | $5.93M | 0.04% | −542−0.3% | Reduced |
| Marshall Wace, LLP | 177,357 | $5.69M | 0.01% | +88,887+100.5% | Added |
| Comerica Bank | 160,347 | $5.15M | 0.02% | −1,263−0.8% | Reduced |
| Keeley-Teton Advisors, LLC | 159,336 | $5.11M | 0.62% | +6,829+4.5% | Added |
| Goldman Sachs Group Inc | 143,810 | $4.61M | 0.00% | +17,914+14.2% | Added |
| Granite Investment Partners, LLC | 131,514 | $4.22M | 0.21% | −8,335−6.0% | Reduced |
| Envestnet Asset Management Inc | 121,779 | $3.91M | 0.00% | +28,316+30.3% | Added |
| UBS Group AG | 112,212 | $3.60M | 0.00% | −44,543−28.4% | Reduced |
| Two Sigma Investments, LP | 105,697 | $3.39M | 0.01% | −10,753−9.2% | Reduced |
| Frontier Capital Management Co LLC | 101,032 | $3.24M | 0.04% | −79,858−44.1% | Reduced |
| Two Sigma Advisers, LP | 90,700 | $2.91M | 0.01% | +6,400+7.6% | Added |
| Royal Bank of Canada | 89,391 | $2.87M | 0.00% | +556+0.6% | Added |
| Nuveen, LLC | 86,348 | $2.77M | 0.00% | +86,348 | New |
| Millennium Management LLC | 76,233 | $2.45M | 0.00% | +76,233 | New |
| UBS Asset Management Americas Inc | 70,936 | $2.28M | 0.00% | +9,041+14.6% | Added |
| King Luther Capital Management Corp | 70,733 | $2.27M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 70,549 | $2.26M | 0.00% | +10,733+17.9% | Added |
| Natixis Advisors, L.P. | 68,553 | $2.20M | 0.00% | +13,402+24.3% | Added |
| Swiss National Bank | 64,400 | $2.07M | 0.00% | −700−1.1% | Reduced |
| Renaissance Technologies LLC | 62,475 | $2.00M | 0.00% | +38,300+158.4% | Added |
| Jane Street Group, LLC | 56,606 | $1.82M | 0.00% | +37,624+198.2% | Added |
| Advantage Alpha Capital Partners LP | 56,295 | $1.81M | 0.44% | +13,944+32.9% | Added |
| Rice Hall James & Associates, LLC | 55,984 | $1.80M | 0.11% | +55,984 | New |
| Invesco Ltd. | 53,653 | $1.72M | 0.00% | −3,046−5.4% | Reduced |
| Norges Bank | 51,234 | $1.64M | 0.00% | −35,063−40.6% | Reduced |
| Squarepoint Ops LLC | 51,115 | $1.64M | 0.00% | +44,922+725.4% | Added |
| Balyasny Asset Management LLC | 50,883 | $1.63M | 0.00% | +50,883 | New |
| Rhumbline Advisers | 50,700 | $1.63M | 0.00% | +88+0.2% | Added |
| Stifel Financial Corp | 49,726 | $1.60M | 0.00% | −210−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 46,282 | $1.49M | 0.00% | +39,169+550.7% | Added |
| Barclays PLC | 45,303 | $1.45M | 0.00% | −16,105−26.2% | Reduced |
| Susquehanna International Group, LLP | 44,054 | $1.41M | 0.00% | +4,850+12.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 41,705 | $1.34M | 0.01% | −886−2.1% | Reduced |
| Voloridge Investment Management, LLC | 41,483 | $1.33M | 0.00% | −3,165−7.1% | Reduced |
| GHP Investment Advisors, Inc. | 39,877 | $1.28M | 0.06% | +1,157+3.0% | Added |
| Legal & General Group Plc | 38,069 | $1.22M | 0.00% | +1,586+4.3% | Added |
| JPMorgan Chase & Co | 37,215 | $1.19M | 0.00% | −78,327−67.8% | Reduced |
| Alliancebernstein L.P. | 36,850 | $1.18M | 0.00% | −42−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 34,639 | $1.11M | 0.01% | +2,951+9.3% | Added |
| Sapience Investments, LLC | 33,378 | $1.07M | 0.77% | −6,069−15.4% | Reduced |
| Price T Rowe Associates Inc | 33,134 | $1.06M | 0.00% | +2,344+7.6% | Added |
| First Trust Advisors LP | 31,548 | $1.01M | 0.00% | +1,833+6.2% | Added |
| California State Teachers Retirement System | 31,066 | $996.9K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 28,451 | $913.0K | 0.00% | −2,723−8.7% | Reduced |
| Citigroup Inc | 28,248 | $906.5K | 0.00% | −1,643−5.5% | Reduced |
| Cardinal Capital Management | 25,310 | $812.2K | 0.13% | +2,091+9.0% | Added |
| Credit Agricole S A | 25,000 | $802.3K | 0.00% | +25,000 | New |
| Semanteon Capital Management, LP | 24,919 | $799.7K | 0.43% | +24,919 | New |
| Dark Forest Capital Management LP | 23,404 | $751.0K | 0.03% | +18,602+387.4% | Added |
| Intech Investment Management LLC | 22,710 | $728.8K | 0.01% | +7,920+53.5% | Added |
| Ostrum Asset Management | 20,235 | $649.3K | 0.03% | +20,235 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 19,771 | $634.5K | 0.00% | +862+4.6% | Added |
| Pinnacle Associates Ltd | 17,742 | $569.3K | 0.01% | +6,325+55.4% | Added |
| Wells Fargo & Company | 17,433 | $559.4K | 0.00% | +378+2.2% | Added |
| Gsa Capital Partners LLP | 16,991 | $545.0K | 0.05% | +16,991 | New |
| Manufacturers Life Insurance Company, The | 16,860 | $541.0K | 0.00% | +773+4.8% | Added |
| Quantbot Technologies LP | 16,717 | $536.4K | 0.02% | +16,717 | New |
| Dynamic Technology Lab Private Ltd | 16,576 | $532.0K | 0.08% | −3,704−18.3% | Reduced |
| Corebridge Financial, Inc. | 16,290 | $522.7K | 0.00% | −241−1.5% | Reduced |
| Petrus Trust Company, LTA | 14,717 | $472.3K | 0.04% | +14,717 | New |
| Jump Financial, LLC | 14,572 | $467.6K | 0.01% | +14,572 | New |
| Great West Life Assurance Co | 14,169 | $456.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 12,908 | $414.2K | 0.00% | +12,908 | New |
| Engineers Gate Manager LP | 11,852 | $380.3K | 0.01% | +11,852 | New |
| EntryPoint Capital, LLC | 11,601 | $372.3K | 0.17% | +3,995+52.5% | Added |
| Commonwealth Equity Services, LLC | 11,598 | $372.0K | 0.00% | +21+0.2% | Added |
| US Bancorp | 11,495 | $368.9K | 0.00% | +4,790+71.4% | Added |
| Aster Capital Management (DIFC) Ltd | 9,227 | $364.0K | 0.07% | +9,227 | New |