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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 30,705 | $1.02M | 0.00% | −361−1.2% | Reduced |
| BNP Paribas Arbitrage, SA | 30,832 | $1.03M | 0.00% | +28,845+1,451.7% | Added |
| Creative Planning | 31,062 | $1.04M | 0.00% | +31,062 | New |
| EntryPoint Capital, LLC | 31,328 | $1.05M | 0.52% | +19,727+170.0% | Added |
| Quantbot Technologies LP | 31,668 | $1.06M | 0.03% | +14,951+89.4% | Added |
| Tudor Investment Corp Et Al | 31,856 | $1.06M | 0.01% | +31,856 | New |
| Pinnacle Associates Ltd | 31,926 | $1.07M | 0.02% | +14,184+79.9% | Added |
| Millennium Management LLC | 35,081 | $1.17M | 0.00% | −41,152−54.0% | Reduced |
| Price T Rowe Associates Inc | 36,829 | $1.23M | 0.00% | +3,695+11.2% | Added |
| Alliancebernstein L.P. | 36,850 | $1.23M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 37,741 | $1.26M | 0.00% | −328−0.9% | Reduced |
| GHP Investment Advisors, Inc. | 39,215 | $1.31M | 0.06% | −662−1.7% | Reduced |
| Balyasny Asset Management LLC | 44,276 | $1.48M | 0.00% | −6,607−13.0% | Reduced |
| Susquehanna International Group, LLP | 45,411 | $1.52M | 0.00% | +1,357+3.1% | Added |
| Natixis Advisors, L.P. | 47,388 | $1.58M | 0.00% | −21,165−30.9% | Reduced |
| UBS Group AG | 49,040 | $1.64M | 0.00% | −63,172−56.3% | Reduced |
| Engineers Gate Manager LP | 49,906 | $1.67M | 0.02% | +38,054+321.1% | Added |
| Stifel Financial Corp | 51,312 | $1.71M | 0.00% | +1,586+3.2% | Added |
| Rhumbline Advisers | 53,359 | $1.78M | 0.00% | +2,659+5.2% | Added |
| Invesco Ltd. | 55,325 | $1.85M | 0.00% | +1,672+3.1% | Added |
| Gamco Investors, Inc. Et Al | 58,738 | $1.96M | 0.02% | +58,738 | New |
| SEI Investments Co | 59,665 | $1.99M | 0.00% | −125,446−67.8% | Reduced |
| First Trust Advisors LP | 62,804 | $2.10M | 0.00% | +31,256+99.1% | Added |
| Advantage Alpha Capital Partners LP | 62,926 | $2.10M | 0.57% | +6,631+11.8% | Added |
| Swiss National Bank | 63,600 | $2.12M | 0.00% | −800−1.2% | Reduced |
| Marshall Wace, LLP | 64,232 | $2.14M | 0.00% | −113,125−63.8% | Reduced |
| Barclays PLC | 65,685 | $2.19M | 0.00% | +20,382+45.0% | Added |
| State of Wisconsin Investment Board | 67,807 | $2.26M | 0.01% | +67,807 | New |
| Rice Hall James & Associates, LLC | 67,873 | $2.26M | 0.12% | +11,889+21.2% | Added |
| King Luther Capital Management Corp | 70,733 | $2.36M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 74,317 | $2.48M | 0.00% | −31,380−29.7% | Reduced |
| American Century Companies Inc | 77,346 | $2.58M | 0.00% | +6,797+9.6% | Added |
| Frontier Capital Management Co LLC | 84,085 | $2.81M | 0.03% | −16,947−16.8% | Reduced |
| Two Sigma Advisers, LP | 84,400 | $2.82M | 0.01% | −6,300−6.9% | Reduced |
| Voloridge Investment Management, LLC | 87,536 | $2.92M | 0.01% | +46,053+111.0% | Added |
| JPMorgan Chase & Co | 90,426 | $3.02M | 0.00% | +53,211+143.0% | Added |
| Jump Financial, LLC | 93,199 | $3.11M | 0.04% | +78,627+539.6% | Added |
| Royal Bank of Canada | 96,366 | $3.22M | 0.00% | +6,975+7.8% | Added |
| Gabelli Funds LLC | 97,859 | $3.27M | 0.02% | +97,859 | New |
| Envestnet Asset Management Inc | 98,538 | $3.29M | 0.00% | −23,241−19.1% | Reduced |
| Renaissance Technologies LLC | 98,775 | $3.30M | 0.00% | +36,300+58.1% | Added |
| UBS Asset Management Americas Inc | 99,835 | $3.33M | 0.00% | +28,899+40.7% | Added |
| D. E. Shaw & Co., Inc. | 100,616 | $3.36M | 0.00% | +54,334+117.4% | Added |
| New York State Common Retirement Fund | 102,791 | $3.43M | 0.00% | −245,657−70.5% | Reduced |
| Trexquant Investment LP | 105,853 | $3.53M | 0.04% | +105,853 | New |
| Dark Forest Capital Management LP | 108,971 | $3.64M | 0.15% | +85,567+365.6% | Added |
| Jane Street Group, LLC | 116,082 | $3.87M | 0.01% | +59,476+105.1% | Added |
| Squarepoint Ops LLC | 126,157 | $4.21M | 0.01% | +75,042+146.8% | Added |
| Granite Investment Partners, LLC | 127,895 | $4.27M | 0.21% | −3,619−2.8% | Reduced |
| Comerica Bank | 153,972 | $5.14M | 0.02% | −6,375−4.0% | Reduced |
| Cubist Systematic Strategies, LLC | 168,651 | $5.63M | 0.06% | +168,651 | New |
| Bank of New York Mellon Corp | 179,858 | $6.00M | 0.00% | −167,549−48.2% | Reduced |
| Raymond James Financial Inc | 181,161 | $6.05M | 0.00% | −64,113−26.1% | Reduced |
| Nuveen, LLC | 196,096 | $6.54M | 0.00% | +109,748+127.1% | Added |
| Morgan Stanley | 213,353 | $7.12M | 0.00% | +14,903+7.5% | Added |
| Schroder Investment Management Group | 235,437 | $7.90M | 0.01% | −878−0.4% | Reduced |
| Russell Investments Group, Ltd. | 261,220 | $8.72M | 0.01% | +259,909+19,825.2% | Added |
| Citadel Advisors LLC | 275,987 | $9.21M | 0.01% | +273,393+10,539.4% | Added |
| Arrowstreet Capital, Limited Partnership | 287,702 | $9.60M | 0.01% | +277,710+2,779.3% | Added |
| Goldman Sachs Group Inc | 291,392 | $9.72M | 0.00% | +147,582+102.6% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $10.0M | 2.25% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 316,449 | $10.6M | 0.05% | +59,198+23.0% | Added |
| Northern Trust Corp | 324,197 | $10.8M | 0.00% | +11,914+3.8% | Added |
| Ameriprise Financial Inc | 367,141 | $12.3M | 0.00% | +25,076+7.3% | Added |
| Royce & Associates LP | 385,679 | $12.9M | 0.13% | −51,950−11.9% | Reduced |
| Ceredex Value Advisors LLC | 417,950 | $13.9M | 0.30% | +67,450+19.2% | Added |
| MetLife Investment Management | 424,828 | $14.2M | 0.08% | +80,323+23.3% | Added |
| Charles Schwab Investment Management Inc | 442,184 | $14.8M | 0.00% | +12,324+2.9% | Added |
| Janus Henderson Group PLC | 452,316 | $15.1M | 0.01% | −231,005−33.8% | Reduced |
| Neuberger Berman Group LLC | 486,386 | $16.2M | 0.01% | +1,432+0.3% | Added |
| Rockefeller Capital Management L.P. | 564,393 | $18.8M | 0.04% | +140,354+33.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 605,367 | $20.2M | 0.19% | −184,548−23.4% | Reduced |
| William Blair Investment Management, LLC | 630,387 | $21.0M | 0.06% | +630,387 | New |
| T. Rowe Price Investment Management, Inc. | 724,184 | $24.2M | 0.02% | +156,167+27.5% | Added |
| Geode Capital Management, LLC | 789,981 | $26.4M | 0.00% | +26,098+3.4% | Added |
| State Street Corp | 803,950 | $26.8M | 0.00% | +21,830+2.8% | Added |
| Wasatch Advisors Inc | 811,144 | $27.1M | 0.14% | −2,596,224−76.2% | Reduced |
| Bank of America Corp | 932,366 | $31.1M | 0.00% | +68,182+7.9% | Added |
| Deprince Race & Zollo Inc | 1,010,442 | $33.7M | 0.70% | +1,010,442 | New |
| Sara-Bay Financial | 1,214,181 | $40.5M | 14.50% | −1,000−0.1% | Reduced |
| Wellington Management Group LLP | 1,215,523 | $40.6M | 0.01% | +108,602+9.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,263,213 | $42.2M | 0.14% | +296,794+30.7% | Added |
| Thrivent Financial for Lutherans | 1,418,312 | $47.3M | 0.10% | −340,323−19.4% | Reduced |
| Dimensional Fund Advisors LP | 1,571,590 | $52.4M | 0.01% | +64,644+4.3% | Added |
| Conestoga Capital Advisors, LLC | 1,954,386 | $65.2M | 0.96% | −17,077−0.9% | Reduced |
| BlackRock, Inc. | 2,488,084 | $83.0M | 0.00% | +60,743+2.5% | Added |
| Vanguard Group Inc | 3,271,027 | $109.2M | 0.00% | −25,231−0.8% | Reduced |
| Brown Capital Management LLC | 0 | $0 | 0.00% | −1,175,408−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −184,917−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −51,234−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −34,639−100.0% | Sold out |
| Sapience Investments, LLC | 0 | $0 | 0.00% | −33,378−100.0% | Sold out |
| Cardinal Capital Management | 0 | $0 | 0.00% | −25,310−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −24,919−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −16,290−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −9,227−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −10,267−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,859−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −9,358−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −9,062−100.0% | Sold out |