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, Q2 2025
Institutional positions in Helios Technologies, Inc. as of Jun 30, 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
- 187
- +6 vs. Q1 2025
- Shares held
- 31.7M
- −550.2K (−1.7%) vs. Q1 2025
- Total value
- $1.06B
- +$22.5M (+2.2%) vs. Q1 2025
- New holders
- 40
- 77 more added
- Sold out
- 34
- 48 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,271,027 | $109.2M | 0.00% | −25,231−0.8% | Reduced |
| BlackRock, Inc. | 2,488,084 | $83.0M | 0.00% | +60,743+2.5% | Added |
| Conestoga Capital Advisors, LLC | 1,954,386 | $65.2M | 0.96% | −17,077−0.9% | Reduced |
| Dimensional Fund Advisors LP | 1,571,590 | $52.4M | 0.01% | +64,644+4.3% | Added |
| Thrivent Financial for Lutherans | 1,418,312 | $47.3M | 0.10% | −340,323−19.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,263,213 | $42.2M | 0.14% | +296,794+30.7% | Added |
| Wellington Management Group LLP | 1,215,523 | $40.6M | 0.01% | +108,602+9.8% | Added |
| Sara-Bay Financial | 1,214,181 | $40.5M | 14.50% | −1,000−0.1% | Reduced |
| Deprince Race & Zollo Inc | 1,010,442 | $33.7M | 0.70% | +1,010,442 | New |
| Bank of America Corp | 932,366 | $31.1M | 0.00% | +68,182+7.9% | Added |
| Wasatch Advisors Inc | 811,144 | $27.1M | 0.14% | −2,596,224−76.2% | Reduced |
| State Street Corp | 803,950 | $26.8M | 0.00% | +21,830+2.8% | Added |
| Geode Capital Management, LLC | 789,981 | $26.4M | 0.00% | +26,098+3.4% | Added |
| T. Rowe Price Investment Management, Inc. | 724,184 | $24.2M | 0.02% | +156,167+27.5% | Added |
| William Blair Investment Management, LLC | 630,387 | $21.0M | 0.06% | +630,387 | New |
| Vaughan Nelson Investment Management, L.P. | 605,367 | $20.2M | 0.19% | −184,548−23.4% | Reduced |
| Rockefeller Capital Management L.P. | 564,393 | $18.8M | 0.04% | +140,354+33.1% | Added |
| Neuberger Berman Group LLC | 486,386 | $16.2M | 0.01% | +1,432+0.3% | Added |
| Janus Henderson Group PLC | 452,316 | $15.1M | 0.01% | −231,005−33.8% | Reduced |
| Charles Schwab Investment Management Inc | 442,184 | $14.8M | 0.00% | +12,324+2.9% | Added |
| MetLife Investment Management | 424,828 | $14.2M | 0.08% | +80,323+23.3% | Added |
| Ceredex Value Advisors LLC | 417,950 | $13.9M | 0.30% | +67,450+19.2% | Added |
| Royce & Associates LP | 385,679 | $12.9M | 0.13% | −51,950−11.9% | Reduced |
| Ameriprise Financial Inc | 367,141 | $12.3M | 0.00% | +25,076+7.3% | Added |
| Northern Trust Corp | 324,197 | $10.8M | 0.00% | +11,914+3.8% | Added |
| Diamond Hill Capital Management Inc | 316,449 | $10.6M | 0.05% | +59,198+23.0% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $10.0M | 2.25% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 291,392 | $9.72M | 0.00% | +147,582+102.6% | Added |
| Arrowstreet Capital, Limited Partnership | 287,702 | $9.60M | 0.01% | +277,710+2,779.3% | Added |
| Citadel Advisors LLC | 275,987 | $9.21M | 0.01% | +273,393+10,539.4% | Added |
| Russell Investments Group, Ltd. | 261,220 | $8.72M | 0.01% | +259,909+19,825.2% | Added |
| Schroder Investment Management Group | 235,437 | $7.90M | 0.01% | −878−0.4% | Reduced |
| Morgan Stanley | 213,353 | $7.12M | 0.00% | +14,903+7.5% | Added |
| Nuveen, LLC | 196,096 | $6.54M | 0.00% | +109,748+127.1% | Added |
| Raymond James Financial Inc | 181,161 | $6.05M | 0.00% | −64,113−26.1% | Reduced |
| Bank of New York Mellon Corp | 179,858 | $6.00M | 0.00% | −167,549−48.2% | Reduced |
| Cubist Systematic Strategies, LLC | 168,651 | $5.63M | 0.06% | +168,651 | New |
| Comerica Bank | 153,972 | $5.14M | 0.02% | −6,375−4.0% | Reduced |
| Granite Investment Partners, LLC | 127,895 | $4.27M | 0.21% | −3,619−2.8% | Reduced |
| Squarepoint Ops LLC | 126,157 | $4.21M | 0.01% | +75,042+146.8% | Added |
| Jane Street Group, LLC | 116,082 | $3.87M | 0.01% | +59,476+105.1% | Added |
| Dark Forest Capital Management LP | 108,971 | $3.64M | 0.15% | +85,567+365.6% | Added |
| Trexquant Investment LP | 105,853 | $3.53M | 0.04% | +105,853 | New |
| New York State Common Retirement Fund | 102,791 | $3.43M | 0.00% | −245,657−70.5% | Reduced |
| D. E. Shaw & Co., Inc. | 100,616 | $3.36M | 0.00% | +54,334+117.4% | Added |
| UBS Asset Management Americas Inc | 99,835 | $3.33M | 0.00% | +28,899+40.7% | Added |
| Renaissance Technologies LLC | 98,775 | $3.30M | 0.00% | +36,300+58.1% | Added |
| Envestnet Asset Management Inc | 98,538 | $3.29M | 0.00% | −23,241−19.1% | Reduced |
| Gabelli Funds LLC | 97,859 | $3.27M | 0.02% | +97,859 | New |
| Royal Bank of Canada | 96,366 | $3.22M | 0.00% | +6,975+7.8% | Added |
| Jump Financial, LLC | 93,199 | $3.11M | 0.04% | +78,627+539.6% | Added |
| JPMorgan Chase & Co | 90,426 | $3.02M | 0.00% | +53,211+143.0% | Added |
| Voloridge Investment Management, LLC | 87,536 | $2.92M | 0.01% | +46,053+111.0% | Added |
| Two Sigma Advisers, LP | 84,400 | $2.82M | 0.01% | −6,300−6.9% | Reduced |
| Frontier Capital Management Co LLC | 84,085 | $2.81M | 0.03% | −16,947−16.8% | Reduced |
| American Century Companies Inc | 77,346 | $2.58M | 0.00% | +6,797+9.6% | Added |
| Two Sigma Investments, LP | 74,317 | $2.48M | 0.00% | −31,380−29.7% | Reduced |
| King Luther Capital Management Corp | 70,733 | $2.36M | 0.01% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 67,873 | $2.26M | 0.12% | +11,889+21.2% | Added |
| State of Wisconsin Investment Board | 67,807 | $2.26M | 0.01% | +67,807 | New |
| Barclays PLC | 65,685 | $2.19M | 0.00% | +20,382+45.0% | Added |
| Marshall Wace, LLP | 64,232 | $2.14M | 0.00% | −113,125−63.8% | Reduced |
| Swiss National Bank | 63,600 | $2.12M | 0.00% | −800−1.2% | Reduced |
| Advantage Alpha Capital Partners LP | 62,926 | $2.10M | 0.57% | +6,631+11.8% | Added |
| First Trust Advisors LP | 62,804 | $2.10M | 0.00% | +31,256+99.1% | Added |
| SEI Investments Co | 59,665 | $1.99M | 0.00% | −125,446−67.8% | Reduced |
| Gamco Investors, Inc. Et Al | 58,738 | $1.96M | 0.02% | +58,738 | New |
| Invesco Ltd. | 55,325 | $1.85M | 0.00% | +1,672+3.1% | Added |
| Rhumbline Advisers | 53,359 | $1.78M | 0.00% | +2,659+5.2% | Added |
| Stifel Financial Corp | 51,312 | $1.71M | 0.00% | +1,586+3.2% | Added |
| Engineers Gate Manager LP | 49,906 | $1.67M | 0.02% | +38,054+321.1% | Added |
| UBS Group AG | 49,040 | $1.64M | 0.00% | −63,172−56.3% | Reduced |
| Natixis Advisors, L.P. | 47,388 | $1.58M | 0.00% | −21,165−30.9% | Reduced |
| Susquehanna International Group, LLP | 45,411 | $1.52M | 0.00% | +1,357+3.1% | Added |
| Balyasny Asset Management LLC | 44,276 | $1.48M | 0.00% | −6,607−13.0% | Reduced |
| GHP Investment Advisors, Inc. | 39,215 | $1.31M | 0.06% | −662−1.7% | Reduced |
| Legal & General Group Plc | 37,741 | $1.26M | 0.00% | −328−0.9% | Reduced |
| Alliancebernstein L.P. | 36,850 | $1.23M | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 36,829 | $1.23M | 0.00% | +3,695+11.2% | Added |
| Millennium Management LLC | 35,081 | $1.17M | 0.00% | −41,152−54.0% | Reduced |
| Pinnacle Associates Ltd | 31,926 | $1.07M | 0.02% | +14,184+79.9% | Added |
| Tudor Investment Corp Et Al | 31,856 | $1.06M | 0.01% | +31,856 | New |
| Quantbot Technologies LP | 31,668 | $1.06M | 0.03% | +14,951+89.4% | Added |
| EntryPoint Capital, LLC | 31,328 | $1.05M | 0.52% | +19,727+170.0% | Added |
| Creative Planning | 31,062 | $1.04M | 0.00% | +31,062 | New |
| BNP Paribas Arbitrage, SA | 30,832 | $1.03M | 0.00% | +28,845+1,451.7% | Added |
| California State Teachers Retirement System | 30,705 | $1.02M | 0.00% | −361−1.2% | Reduced |
| AQR Capital Management LLC | 28,628 | $955.3K | 0.00% | +28,628 | New |
| Freestone Grove Partners LP | 27,910 | $931.4K | 0.01% | +27,910 | New |
| Aquatic Capital Management LLC | 26,811 | $894.7K | 0.02% | +15,722+141.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 25,421 | $848.3K | 0.02% | +25,421 | New |
| Verition Fund Management LLC | 25,382 | $847.0K | 0.00% | +12,474+96.6% | Added |
| Aigen Investment Management, LP | 23,951 | $799.2K | 0.11% | +23,951 | New |
| FMR LLC | 23,752 | $792.6K | 0.00% | +23,348+5,779.2% | Added |
| HRT Financial LP | 22,541 | $752.0K | 0.00% | +22,541 | New |
| Deutsche Bank AG | 22,431 | $748.5K | 0.00% | −6,020−21.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,300 | $744.0K | 0.10% | +5,724+34.5% | Added |
| Wells Fargo & Company | 21,437 | $715.4K | 0.00% | +4,004+23.0% | Added |
| Gsa Capital Partners LLP | 19,596 | $654.0K | 0.05% | +2,605+15.3% | Added |
| Ostrum Asset Management | 18,720 | $624.7K | 0.03% | −1,515−7.5% | Reduced |