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, Q4 2025
Institutional positions in Helios Technologies, Inc. as of Dec 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
- 215
- +15 vs. Q3 2025
- Shares held
- 32.7M
- −100.4K (−0.3%) vs. Q3 2025
- Total value
- $1.75B
- +$40.3M (+2.4%) vs. Q3 2025
- New holders
- 33
- 65 more added
- Sold out
- 18
- 85 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,162,279 | $169.2M | 0.00% | −30,580−1.0% | Reduced |
| BlackRock, Inc. | 2,468,752 | $132.1M | 0.00% | +8,680+0.4% | Added |
| Wellington Management Group LLP | 1,997,527 | $106.8M | 0.02% | +1,067,846+114.9% | Added |
| Dimensional Fund Advisors LP | 1,612,365 | $86.2M | 0.02% | −14,431−0.9% | Reduced |
| Conestoga Capital Advisors, LLC | 1,552,064 | $83.0M | 1.40% | −107,960−6.5% | Reduced |
| Sara-Bay Financial | 1,204,959 | $65.4M | 19.56% | −1,555−0.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 993,961 | $53.2M | 0.18% | −173,508−14.9% | Reduced |
| Thrivent Financial for Lutherans | 925,769 | $49.5M | 0.09% | −604,756−39.5% | Reduced |
| Jennison Associates LLC | 796,101 | $42.6M | 0.03% | +796,101 | New |
| State Street Corp | 795,883 | $42.6M | 0.00% | −13,176−1.6% | Reduced |
| Geode Capital Management, LLC | 787,520 | $42.1M | 0.00% | −551−0.1% | Reduced |
| ACK Asset Management LLC | 780,378 | $41.7M | 5.24% | +10,378+1.3% | Added |
| T. Rowe Price Investment Management, Inc. | 770,560 | $41.2M | 0.03% | −76,805−9.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 758,737 | $40.6M | 0.40% | −16,680−2.2% | Reduced |
| Neuberger Berman Group LLC | 704,395 | $37.7M | 0.03% | −5,069−0.7% | Reduced |
| Bank of America Corp | 658,896 | $35.2M | 0.00% | −131,021−16.6% | Reduced |
| Wasatch Advisors Inc | 590,185 | $31.6M | 0.19% | −264,526−30.9% | Reduced |
| William Blair Investment Management, LLC | 587,343 | $31.4M | 0.09% | −148,378−20.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 582,421 | $31.2M | 0.02% | −11,940−2.0% | Reduced |
| Ameriprise Financial Inc | 519,542 | $27.8M | 0.01% | −14,963−2.8% | Reduced |
| Voya Investment Management LLC | 486,803 | $26.0M | 0.03% | +480,736+7,923.8% | Added |
| Janus Henderson Group PLC | 474,982 | $25.4M | 0.01% | −56,155−10.6% | Reduced |
| Kennedy Capital Management, Inc. | 457,526 | $24.5M | 0.52% | −300,260−39.6% | Reduced |
| Charles Schwab Investment Management Inc | 429,390 | $23.0M | 0.00% | −6,200−1.4% | Reduced |
| Royce & Associates LP | 361,799 | $19.4M | 0.20% | −8,280−2.2% | Reduced |
| Nuveen, LLC | 320,917 | $17.2M | 0.00% | −14,588−4.3% | Reduced |
| Goldman Sachs Group Inc | 320,220 | $17.1M | 0.00% | −55,302−14.7% | Reduced |
| Schroder Investment Management Group | 303,017 | $16.4M | 0.01% | −6,680−2.2% | Reduced |
| Northern Trust Corp | 304,908 | $16.3M | 0.00% | −18,046−5.6% | Reduced |
| Iat Reinsurance Co Ltd. | 300,000 | $16.0M | 4.70% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 295,499 | $15.8M | 0.11% | +117,082+65.6% | Added |
| Rockefeller Capital Management L.P. | 294,148 | $15.7M | 0.03% | −268,430−47.7% | Reduced |
| Silvercrest Asset Management Group LLC | 285,418 | $15.3M | 0.10% | +285,418 | New |
| MetLife Investment Management | 280,032 | $15.0M | 0.07% | −143,182−33.8% | Reduced |
| Bessemer Group Inc | 274,708 | $14.7M | 0.02% | +880+0.3% | Added |
| Standard Life Aberdeen plc | 255,773 | $13.7M | 0.02% | +255,773 | New |
| Deprince Race & Zollo Inc | 233,025 | $12.5M | 0.24% | −613,233−72.5% | Reduced |
| SG Capital Management LLC | 197,600 | $10.6M | 1.16% | +197,600 | New |
| Victory Capital Management Inc | 195,278 | $10.4M | 0.01% | −84,762−30.3% | Reduced |
| Ceredex Value Advisors LLC | 191,800 | $10.3M | 0.31% | −1,000−0.5% | Reduced |
| American Century Companies Inc | 176,225 | $9.43M | 0.00% | +32,033+22.2% | Added |
| Bank of New York Mellon Corp | 167,270 | $8.95M | 0.00% | −15,721−8.6% | Reduced |
| Jane Street Group, LLC | 158,968 | $8.50M | 0.01% | +90,446+132.0% | Added |
| Russell Investments Group, Ltd. | 157,401 | $8.42M | 0.01% | −155,419−49.7% | Reduced |
| SEI Investments Co | 150,121 | $8.03M | 0.01% | +73,969+97.1% | Added |
| Castleark Management LLC | 146,749 | $7.85M | 0.23% | +79,810+119.2% | Added |
| Morgan Stanley | 142,008 | $7.60M | 0.00% | −26,796−15.9% | Reduced |
| Raymond James Financial Inc | 140,380 | $7.51M | 0.00% | −34,710−19.8% | Reduced |
| Comerica Bank | 131,458 | $7.03M | 0.03% | −4,119−3.0% | Reduced |
| Nomura Asset Management International Inc. | 123,341 | $6.60M | 0.01% | +123,341 | New |
| Citadel Advisors LLC | 114,639 | $6.13M | 0.00% | +18,868+19.7% | Added |
| Gabelli Funds LLC | 97,859 | $5.23M | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 97,855 | $5.23M | 0.00% | −10,006−9.3% | Reduced |
| Granite Investment Partners, LLC | 86,728 | $4.64M | 0.27% | −23,178−21.1% | Reduced |
| UBS Group AG | 76,191 | $4.08M | 0.00% | −16,241−17.6% | Reduced |
| Royal Bank of Canada | 70,910 | $3.79M | 0.00% | −3,240−4.4% | Reduced |
| Marshall Wace, LLP | 70,831 | $3.79M | 0.00% | +8,548+13.7% | Added |
| Invesco Ltd. | 68,594 | $3.67M | 0.00% | +3,876+6.0% | Added |
| Swiss National Bank | 65,400 | $3.50M | 0.00% | +800+1.2% | Added |
| Congress Asset Management Co | 60,541 | $3.24M | 0.02% | +1,791+3.0% | Added |
| Natixis Advisors, L.P. | 57,621 | $3.08M | 0.00% | −3,743−6.1% | Reduced |
| Barclays PLC | 54,289 | $2.90M | 0.00% | +5,076+10.3% | Added |
| Trexquant Investment LP | 52,553 | $2.81M | 0.03% | −28,425−35.1% | Reduced |
| King Luther Capital Management Corp | 52,273 | $2.80M | 0.01% | +83+0.2% | Added |
| Gamco Investors, Inc. Et Al | 51,217 | $2.74M | 0.03% | −12,926−20.2% | Reduced |
| UBS Asset Management Americas Inc | 50,681 | $2.71M | 0.00% | −11,043−17.9% | Reduced |
| Squarepoint Ops LLC | 48,534 | $2.60M | 0.01% | +48,534 | New |
| Stifel Financial Corp | 47,860 | $2.56M | 0.00% | −2,246−4.5% | Reduced |
| Rhumbline Advisers | 45,252 | $2.42M | 0.00% | −7,138−13.6% | Reduced |
| Rice Hall James & Associates, LLC | 44,460 | $2.38M | 0.13% | −3,900−8.1% | Reduced |
| Susquehanna International Group, LLP | 42,572 | $2.28M | 0.00% | +15,879+59.5% | Added |
| Millennium Management LLC | 42,568 | $2.28M | 0.00% | +33,881+390.0% | Added |
| GHP Investment Advisors, Inc. | 42,080 | $2.25M | 0.09% | +710+1.7% | Added |
| Price T Rowe Associates Inc | 39,490 | $2.11M | 0.00% | +1,440+3.8% | Added |
| State of Wisconsin Investment Board | 37,687 | $2.02M | 0.00% | −2,038−5.1% | Reduced |
| Wells Fargo & Company | 37,590 | $2.01M | 0.00% | +11,764+45.6% | Added |
| Alliancebernstein L.P. | 36,850 | $1.97M | 0.00% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 34,930 | $1.87M | 0.01% | −256,298−88.0% | Reduced |
| Creative Planning | 34,719 | $1.86M | 0.00% | +1,864+5.7% | Added |
| Legal & General Group Plc | 34,080 | $1.82M | 0.00% | −3,383−9.0% | Reduced |
| Zacks Investment Management | 33,267 | $1.78M | 0.01% | −821−2.4% | Reduced |
| California State Teachers Retirement System | 31,739 | $1.70M | 0.00% | +1,033+3.4% | Added |
| New York State Common Retirement Fund | 30,952 | $1.66M | 0.00% | −53,027−63.1% | Reduced |
| Dark Forest Capital Management LP | 29,264 | $1.57M | 0.07% | +6,833+30.5% | Added |
| Franklin Resources Inc | 29,036 | $1.55M | 0.00% | +17,197+145.3% | Added |
| Sterling Capital Management LLC | 27,358 | $1.46M | 0.02% | +25,060+1,090.5% | Added |
| Pinnacle Associates Ltd | 26,407 | $1.41M | 0.02% | +120.0% | Added |
| AQR Capital Management LLC | 26,123 | $1.40M | 0.00% | +2,689+11.5% | Added |
| Deutsche Bank AG | 26,077 | $1.39M | 0.00% | +1,002+4.0% | Added |
| JPMorgan Chase & Co | 25,945 | $1.39M | 0.00% | +306+1.2% | Added |
| Voloridge Investment Management, LLC | 25,257 | $1.35M | 0.00% | −24,979−49.7% | Reduced |
| Credit Agricole S A | 25,000 | $1.34M | 0.00% | +25,000 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 24,761 | $1.32M | 0.00% | +10,668+75.7% | Added |
| FMR LLC | 24,725 | $1.32M | 0.00% | +851+3.6% | Added |
| ExodusPoint Capital Management, LP | 24,584 | $1.31M | 0.01% | +24,584 | New |
| D.A. Davidson & Co. | 24,487 | $1.31M | 0.01% | +24,487 | New |
| Ostrum Asset Management | 24,455 | $1.31M | 0.06% | +2,820+13.0% | Added |
| Renaissance Technologies LLC | 23,500 | $1.26M | 0.00% | −12,500−34.7% | Reduced |
| Balyasny Asset Management LLC | 22,787 | $1.22M | 0.00% | +18,509+432.7% | Added |
| Captrust Financial Advisors | 17,296 | $925.2K | 0.00% | +1,262+7.9% | Added |