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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 19,771 | $634.5K | 0.00% | +862+4.6% | Added |
| Ostrum Asset Management | 20,235 | $649.3K | 0.03% | +20,235 | New |
| Intech Investment Management LLC | 22,710 | $728.8K | 0.01% | +7,920+53.5% | Added |
| Dark Forest Capital Management LP | 23,404 | $751.0K | 0.03% | +18,602+387.4% | Added |
| Semanteon Capital Management, LP | 24,919 | $799.7K | 0.43% | +24,919 | New |
| Credit Agricole S A | 25,000 | $802.3K | 0.00% | +25,000 | New |
| Cardinal Capital Management | 25,310 | $812.2K | 0.13% | +2,091+9.0% | Added |
| Citigroup Inc | 28,248 | $906.5K | 0.00% | −1,643−5.5% | Reduced |
| Deutsche Bank AG | 28,451 | $913.0K | 0.00% | −2,723−8.7% | Reduced |
| California State Teachers Retirement System | 31,066 | $996.9K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 31,548 | $1.01M | 0.00% | +1,833+6.2% | Added |
| Price T Rowe Associates Inc | 33,134 | $1.06M | 0.00% | +2,344+7.6% | Added |
| Sapience Investments, LLC | 33,378 | $1.07M | 0.77% | −6,069−15.4% | Reduced |
| Oppenheimer Asset Management Inc. | 34,639 | $1.11M | 0.01% | +2,951+9.3% | Added |
| Alliancebernstein L.P. | 36,850 | $1.18M | 0.00% | −42−0.1% | Reduced |
| JPMorgan Chase & Co | 37,215 | $1.19M | 0.00% | −78,327−67.8% | Reduced |
| Legal & General Group Plc | 38,069 | $1.22M | 0.00% | +1,586+4.3% | Added |
| GHP Investment Advisors, Inc. | 39,877 | $1.28M | 0.06% | +1,157+3.0% | Added |
| Voloridge Investment Management, LLC | 41,483 | $1.33M | 0.00% | −3,165−7.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 41,705 | $1.34M | 0.01% | −886−2.1% | Reduced |
| Susquehanna International Group, LLP | 44,054 | $1.41M | 0.00% | +4,850+12.4% | Added |
| Barclays PLC | 45,303 | $1.45M | 0.00% | −16,105−26.2% | Reduced |
| D. E. Shaw & Co., Inc. | 46,282 | $1.49M | 0.00% | +39,169+550.7% | Added |
| Stifel Financial Corp | 49,726 | $1.60M | 0.00% | −210−0.4% | Reduced |
| Rhumbline Advisers | 50,700 | $1.63M | 0.00% | +88+0.2% | Added |
| Balyasny Asset Management LLC | 50,883 | $1.63M | 0.00% | +50,883 | New |
| Squarepoint Ops LLC | 51,115 | $1.64M | 0.00% | +44,922+725.4% | Added |
| Norges Bank | 51,234 | $1.64M | 0.00% | −35,063−40.6% | Reduced |
| Invesco Ltd. | 53,653 | $1.72M | 0.00% | −3,046−5.4% | Reduced |
| Rice Hall James & Associates, LLC | 55,984 | $1.80M | 0.11% | +55,984 | New |
| Advantage Alpha Capital Partners LP | 56,295 | $1.81M | 0.44% | +13,944+32.9% | Added |
| Jane Street Group, LLC | 56,606 | $1.82M | 0.00% | +37,624+198.2% | Added |
| Renaissance Technologies LLC | 62,475 | $2.00M | 0.00% | +38,300+158.4% | Added |
| Swiss National Bank | 64,400 | $2.07M | 0.00% | −700−1.1% | Reduced |
| Natixis Advisors, L.P. | 68,553 | $2.20M | 0.00% | +13,402+24.3% | Added |
| American Century Companies Inc | 70,549 | $2.26M | 0.00% | +10,733+17.9% | Added |
| King Luther Capital Management Corp | 70,733 | $2.27M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 70,936 | $2.28M | 0.00% | +9,041+14.6% | Added |
| Millennium Management LLC | 76,233 | $2.45M | 0.00% | +76,233 | New |
| Nuveen, LLC | 86,348 | $2.77M | 0.00% | +86,348 | New |
| Royal Bank of Canada | 89,391 | $2.87M | 0.00% | +556+0.6% | Added |
| Two Sigma Advisers, LP | 90,700 | $2.91M | 0.01% | +6,400+7.6% | Added |
| Frontier Capital Management Co LLC | 101,032 | $3.24M | 0.04% | −79,858−44.1% | Reduced |
| Two Sigma Investments, LP | 105,697 | $3.39M | 0.01% | −10,753−9.2% | Reduced |
| UBS Group AG | 112,212 | $3.60M | 0.00% | −44,543−28.4% | Reduced |
| Envestnet Asset Management Inc | 121,779 | $3.91M | 0.00% | +28,316+30.3% | Added |
| Granite Investment Partners, LLC | 131,514 | $4.22M | 0.21% | −8,335−6.0% | Reduced |
| Goldman Sachs Group Inc | 143,810 | $4.61M | 0.00% | +17,914+14.2% | Added |
| Keeley-Teton Advisors, LLC | 159,336 | $5.11M | 0.62% | +6,829+4.5% | Added |
| Comerica Bank | 160,347 | $5.15M | 0.02% | −1,263−0.8% | Reduced |
| Marshall Wace, LLP | 177,357 | $5.69M | 0.01% | +88,887+100.5% | Added |
| Silvercrest Asset Management Group LLC | 184,917 | $5.93M | 0.04% | −542−0.3% | Reduced |
| SEI Investments Co | 185,111 | $5.94M | 0.01% | −2,065−1.1% | Reduced |
| Morgan Stanley | 198,450 | $6.37M | 0.00% | +47,168+31.2% | Added |
| Schroder Investment Management Group | 236,315 | $7.63M | 0.01% | −10,431−4.2% | Reduced |
| Raymond James Financial Inc | 245,274 | $7.87M | 0.00% | +72,885+42.3% | Added |
| Diamond Hill Capital Management Inc | 257,251 | $8.26M | 0.04% | +25,576+11.0% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $9.63M | 2.01% | 00.0% | Unchanged |
| Northern Trust Corp | 312,283 | $10.0M | 0.00% | −10,189−3.2% | Reduced |
| Ameriprise Financial Inc | 342,065 | $11.0M | 0.00% | +184,514+117.1% | Added |
| MetLife Investment Management | 344,505 | $11.1M | 0.06% | +324,167+1,593.9% | Added |
| Bank of New York Mellon Corp | 347,407 | $11.1M | 0.00% | −172,124−33.1% | Reduced |
| New York State Common Retirement Fund | 348,448 | $11.2M | 0.02% | −44,875−11.4% | Reduced |
| Ceredex Value Advisors LLC | 350,500 | $11.2M | 0.25% | +130,600+59.4% | Added |
| Rockefeller Capital Management L.P. | 424,039 | $13.6M | 0.03% | +174,301+69.8% | Added |
| Charles Schwab Investment Management Inc | 429,860 | $13.8M | 0.00% | +30,961+7.8% | Added |
| Royce & Associates LP | 437,629 | $14.0M | 0.15% | +2,830+0.7% | Added |
| Neuberger Berman Group LLC | 484,954 | $15.6M | 0.01% | −3,946−0.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 568,017 | $18.2M | 0.01% | −1,152−0.2% | Reduced |
| Janus Henderson Group PLC | 683,321 | $22.1M | 0.01% | +45,618+7.2% | Added |
| Geode Capital Management, LLC | 763,883 | $24.5M | 0.00% | +13,411+1.8% | Added |
| State Street Corp | 782,120 | $25.1M | 0.00% | −8,231−1.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 789,915 | $25.3M | 0.25% | +68,990+9.6% | Added |
| Bank of America Corp | 864,184 | $27.7M | 0.00% | +79,675+10.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 966,419 | $31.0M | 0.11% | +8,436+0.9% | Added |
| Wellington Management Group LLP | 1,106,921 | $35.5M | 0.01% | −356,344−24.4% | Reduced |
| Brown Capital Management LLC | 1,175,408 | $37.7M | 1.14% | −355,340−23.2% | Reduced |
| Sara-Bay Financial | 1,215,181 | $39.2M | 17.29% | −2,286−0.2% | Reduced |
| Dimensional Fund Advisors LP | 1,506,946 | $48.4M | 0.01% | +68,160+4.7% | Added |
| Thrivent Financial for Lutherans | 1,758,635 | $56.4M | 0.12% | −83,188−4.5% | Reduced |
| Conestoga Capital Advisors, LLC | 1,971,463 | $63.3M | 0.95% | −15,065−0.8% | Reduced |
| BlackRock, Inc. | 2,427,341 | $77.9M | 0.00% | −16,166−0.7% | Reduced |
| Vanguard Group Inc | 3,296,258 | $105.8M | 0.00% | −31,869−1.0% | Reduced |
| Wasatch Advisors Inc | 3,407,368 | $109.3M | 0.61% | −138,236−3.9% | Reduced |
| Trexquant Investment LP | 0 | $0 | 0.00% | −17,455−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −14,323−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −12,273−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −10,029−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −7,937−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −6,502−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |