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, Q3 2025
Institutional positions in Helios Technologies, Inc. as of Sep 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
- 201
- +15 vs. Q2 2025
- Shares held
- 32.8M
- +1.17M (+3.7%) vs. Q2 2025
- Total value
- $1.71B
- +$655.5M (+62.0%) vs. Q2 2025
- New holders
- 43
- 57 more added
- Sold out
- 28
- 77 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Franklin Resources Inc | 11,839 | $617.2K | 0.00% | +11,839 | New |
| Commonwealth Equity Services, LLC | 12,079 | $630.0K | 0.00% | +106+0.9% | Added |
| SG Americas Securities, LLC | 12,348 | $644.0K | 0.00% | +12,348 | New |
| Intech Investment Management LLC | 12,744 | $664.3K | 0.01% | −670−5.0% | Reduced |
| US Bancorp | 12,902 | $672.6K | 0.00% | −577−4.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 14,093 | $734.7K | 0.00% | +3,100+28.2% | Added |
| Great West Life Assurance Co | 14,819 | $779.0K | 0.00% | +650+4.6% | Added |
| EntryPoint Capital, LLC | 15,267 | $795.9K | 0.31% | −16,061−51.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 15,417 | $803.7K | 0.00% | −2,767−15.2% | Reduced |
| Manufacturers Life Insurance Company, The | 15,795 | $823.4K | 0.00% | −965−5.8% | Reduced |
| Captrust Financial Advisors | 16,034 | $835.9K | 0.00% | +2,639+19.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 17,759 | $925.8K | 0.01% | −609−3.3% | Reduced |
| Ostrum Asset Management | 21,635 | $1.13M | 0.05% | +2,915+15.6% | Added |
| Dark Forest Capital Management LP | 22,431 | $1.17M | 0.04% | −86,540−79.4% | Reduced |
| Aquatic Capital Management LLC | 22,856 | $1.19M | 0.02% | −3,955−14.8% | Reduced |
| AQR Capital Management LLC | 23,434 | $1.22M | 0.00% | −5,194−18.1% | Reduced |
| FMR LLC | 23,874 | $1.24M | 0.00% | +122+0.5% | Added |
| Deutsche Bank AG | 25,075 | $1.31M | 0.00% | +2,644+11.8% | Added |
| Jackson Creek Investment Advisors LLC | 25,590 | $1.33M | 0.39% | +25,590 | New |
| JPMorgan Chase & Co | 25,639 | $1.34M | 0.00% | −64,787−71.6% | Reduced |
| Wells Fargo & Company | 25,826 | $1.35M | 0.00% | +4,389+20.5% | Added |
| Pinnacle Associates Ltd | 26,395 | $1.38M | 0.02% | −5,531−17.3% | Reduced |
| Susquehanna International Group, LLP | 26,693 | $1.39M | 0.00% | −18,718−41.2% | Reduced |
| California State Teachers Retirement System | 30,706 | $1.60M | 0.00% | +10.0% | Added |
| Two Sigma Advisers, LP | 31,700 | $1.65M | 0.00% | −52,700−62.4% | Reduced |
| Creative Planning | 32,855 | $1.71M | 0.00% | +1,793+5.8% | Added |
| Zacks Investment Management | 34,088 | $1.78M | 0.01% | +34,088 | New |
| Renaissance Technologies LLC | 36,000 | $1.88M | 0.00% | −62,775−63.6% | Reduced |
| Alliancebernstein L.P. | 36,850 | $1.92M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 37,463 | $1.95M | 0.00% | −278−0.7% | Reduced |
| Price T Rowe Associates Inc | 38,050 | $1.98M | 0.00% | +1,221+3.3% | Added |
| State of Wisconsin Investment Board | 39,725 | $2.07M | 0.00% | −28,082−41.4% | Reduced |
| GHP Investment Advisors, Inc. | 41,370 | $2.16M | 0.09% | +2,155+5.5% | Added |
| Rice Hall James & Associates, LLC | 48,360 | $2.52M | 0.14% | −19,513−28.7% | Reduced |
| Barclays PLC | 49,213 | $2.57M | 0.00% | −16,472−25.1% | Reduced |
| Stifel Financial Corp | 50,106 | $2.61M | 0.00% | −1,206−2.4% | Reduced |
| Voloridge Investment Management, LLC | 50,236 | $2.62M | 0.01% | −37,300−42.6% | Reduced |
| King Luther Capital Management Corp | 52,190 | $2.72M | 0.01% | −18,543−26.2% | Reduced |
| Rhumbline Advisers | 52,390 | $2.73M | 0.00% | −969−1.8% | Reduced |
| Advantage Alpha Capital Partners LP | 53,005 | $2.76M | 0.83% | −9,921−15.8% | Reduced |
| Congress Asset Management Co | 58,750 | $3.06M | 0.02% | +58,750 | New |
| Natixis Advisors, L.P. | 61,364 | $3.20M | 0.00% | +13,976+29.5% | Added |
| First Trust Advisors LP | 61,473 | $3.20M | 0.00% | −1,331−2.1% | Reduced |
| UBS Asset Management Americas Inc | 61,724 | $3.22M | 0.00% | −38,111−38.2% | Reduced |
| Marshall Wace, LLP | 62,283 | $3.25M | 0.00% | −1,949−3.0% | Reduced |
| Gamco Investors, Inc. Et Al | 64,143 | $3.34M | 0.03% | +5,405+9.2% | Added |
| Swiss National Bank | 64,600 | $3.37M | 0.00% | +1,000+1.6% | Added |
| Invesco Ltd. | 64,718 | $3.37M | 0.00% | +9,393+17.0% | Added |
| Castleark Management LLC | 66,939 | $3.49M | 0.10% | +66,939 | New |
| Jane Street Group, LLC | 68,522 | $3.57M | 0.00% | −47,560−41.0% | Reduced |
| Royal Bank of Canada | 74,150 | $3.87M | 0.00% | −22,216−23.1% | Reduced |
| SEI Investments Co | 76,152 | $3.97M | 0.00% | +16,487+27.6% | Added |
| Trexquant Investment LP | 80,978 | $4.22M | 0.04% | −24,875−23.5% | Reduced |
| New York State Common Retirement Fund | 83,979 | $4.38M | 0.01% | −18,812−18.3% | Reduced |
| UBS Group AG | 92,432 | $4.82M | 0.00% | +43,392+88.5% | Added |
| Citadel Advisors LLC | 95,771 | $4.99M | 0.00% | −180,216−65.3% | Reduced |
| Gabelli Funds LLC | 97,859 | $5.10M | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 107,861 | $5.62M | 0.00% | +9,323+9.5% | Added |
| Granite Investment Partners, LLC | 109,906 | $5.73M | 0.33% | −17,989−14.1% | Reduced |
| Comerica Bank | 135,577 | $7.07M | 0.03% | −18,395−11.9% | Reduced |
| American Century Companies Inc | 144,192 | $7.52M | 0.00% | +66,846+86.4% | Added |
| Morgan Stanley | 168,804 | $8.80M | 0.00% | −44,549−20.9% | Reduced |
| Raymond James Financial Inc | 175,090 | $9.13M | 0.00% | −6,071−3.4% | Reduced |
| Driehaus Capital Management LLC | 178,417 | $9.30M | 0.07% | +178,417 | New |
| Bank of New York Mellon Corp | 182,991 | $9.54M | 0.00% | +3,133+1.7% | Added |
| Ceredex Value Advisors LLC | 192,800 | $10.1M | 0.23% | −225,150−53.9% | Reduced |
| Bessemer Group Inc | 273,828 | $14.3M | 0.02% | +273,828 | New |
| Victory Capital Management Inc | 280,040 | $14.6M | 0.01% | +280,040 | New |
| Diamond Hill Capital Management Inc | 291,228 | $15.2M | 0.07% | −25,221−8.0% | Reduced |
| Iat Reinsurance Co Ltd. | 300,000 | $15.6M | 3.29% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 312,820 | $16.3M | 0.02% | +51,600+19.8% | Added |
| Schroder Investment Management Group | 309,697 | $16.3M | 0.01% | +74,260+31.5% | Added |
| Northern Trust Corp | 322,954 | $16.8M | 0.00% | −1,243−0.4% | Reduced |
| Nuveen, LLC | 335,505 | $17.5M | 0.00% | +139,409+71.1% | Added |
| Royce & Associates LP | 370,079 | $19.3M | 0.19% | −15,600−4.0% | Reduced |
| Goldman Sachs Group Inc | 375,522 | $19.6M | 0.00% | +84,130+28.9% | Added |
| MetLife Investment Management | 423,214 | $22.1M | 0.11% | −1,614−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 435,590 | $22.7M | 0.00% | −6,594−1.5% | Reduced |
| Janus Henderson Group PLC | 531,137 | $27.7M | 0.01% | +78,821+17.4% | Added |
| Ameriprise Financial Inc | 534,505 | $27.9M | 0.01% | +167,364+45.6% | Added |
| Rockefeller Capital Management L.P. | 562,578 | $29.3M | 0.06% | −1,815−0.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 594,361 | $31.0M | 0.02% | +306,659+106.6% | Added |
| Neuberger Berman Group LLC | 709,464 | $37.0M | 0.03% | +223,078+45.9% | Added |
| William Blair Investment Management, LLC | 735,721 | $38.4M | 0.10% | +105,334+16.7% | Added |
| Kennedy Capital Management, Inc. | 757,786 | $39.5M | 0.87% | +757,786 | New |
| ACK Asset Management LLC | 770,000 | $40.1M | 5.02% | +770,000 | New |
| Vaughan Nelson Investment Management, L.P. | 775,417 | $40.4M | 0.37% | +170,050+28.1% | Added |
| Geode Capital Management, LLC | 788,071 | $41.1M | 0.00% | −1,910−0.2% | Reduced |
| Bank of America Corp | 789,917 | $41.2M | 0.00% | −142,449−15.3% | Reduced |
| State Street Corp | 809,059 | $42.2M | 0.00% | +5,109+0.6% | Added |
| Deprince Race & Zollo Inc | 846,258 | $44.1M | 0.88% | −164,184−16.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 847,365 | $44.2M | 0.03% | +123,181+17.0% | Added |
| Wasatch Advisors Inc | 854,711 | $44.6M | 0.24% | +43,567+5.4% | Added |
| Wellington Management Group LLP | 929,681 | $48.5M | 0.01% | −285,842−23.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,167,469 | $60.9M | 0.19% | −95,744−7.6% | Reduced |
| Sara-Bay Financial | 1,206,514 | $62.9M | 17.58% | −7,667−0.6% | Reduced |
| Thrivent Financial for Lutherans | 1,530,525 | $79.8M | 0.16% | +112,213+7.9% | Added |
| Dimensional Fund Advisors LP | 1,626,796 | $84.8M | 0.02% | +55,206+3.5% | Added |
| Conestoga Capital Advisors, LLC | 1,660,024 | $86.5M | 1.39% | −294,362−15.1% | Reduced |
| BlackRock, Inc. | 2,460,072 | $128.2M | 0.00% | −28,012−1.1% | Reduced |