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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 10,025 | $536.2K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,103 | $540.4K | 0.00% | +10,103 | New |
| First Trust Advisors LP | 10,928 | $584.5K | 0.00% | −50,545−82.2% | Reduced |
| Quantinno Capital Management LP | 11,787 | $630.5K | 0.00% | +2,079+21.4% | Added |
| US Bancorp | 12,682 | $678.4K | 0.00% | −220−1.7% | Reduced |
| Intech Investment Management LLC | 12,744 | $681.7K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,071 | $699.1K | 0.00% | +992+8.2% | Added |
| Prudential Financial Inc | 13,189 | $705.5K | 0.00% | +5,282+66.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 13,378 | $715.6K | 0.01% | −4,381−24.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,530 | $777.2K | 0.04% | +14,530 | New |
| Manufacturers Life Insurance Company, The | 15,089 | $807.1K | 0.00% | −706−4.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 15,414 | $824.5K | 0.00% | −30.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,087 | $860.5K | 0.00% | +5,547+52.6% | Added |
| EntryPoint Capital, LLC | 17,109 | $915.2K | 0.36% | +1,842+12.1% | Added |
| SG Americas Securities, LLC | 17,120 | $916.0K | 0.00% | +4,772+38.6% | Added |
| Captrust Financial Advisors | 17,296 | $925.2K | 0.00% | +1,262+7.9% | Added |
| Balyasny Asset Management LLC | 22,787 | $1.22M | 0.00% | +18,509+432.7% | Added |
| Renaissance Technologies LLC | 23,500 | $1.26M | 0.00% | −12,500−34.7% | Reduced |
| Ostrum Asset Management | 24,455 | $1.31M | 0.06% | +2,820+13.0% | Added |
| D.A. Davidson & Co. | 24,487 | $1.31M | 0.01% | +24,487 | New |
| ExodusPoint Capital Management, LP | 24,584 | $1.31M | 0.01% | +24,584 | New |
| FMR LLC | 24,725 | $1.32M | 0.00% | +851+3.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 24,761 | $1.32M | 0.00% | +10,668+75.7% | Added |
| Credit Agricole S A | 25,000 | $1.34M | 0.00% | +25,000 | New |
| Voloridge Investment Management, LLC | 25,257 | $1.35M | 0.00% | −24,979−49.7% | Reduced |
| JPMorgan Chase & Co | 25,945 | $1.39M | 0.00% | +306+1.2% | Added |
| Deutsche Bank AG | 26,077 | $1.39M | 0.00% | +1,002+4.0% | Added |
| AQR Capital Management LLC | 26,123 | $1.40M | 0.00% | +2,689+11.5% | Added |
| Pinnacle Associates Ltd | 26,407 | $1.41M | 0.02% | +120.0% | Added |
| Sterling Capital Management LLC | 27,358 | $1.46M | 0.02% | +25,060+1,090.5% | Added |
| Franklin Resources Inc | 29,036 | $1.55M | 0.00% | +17,197+145.3% | Added |
| Dark Forest Capital Management LP | 29,264 | $1.57M | 0.07% | +6,833+30.5% | Added |
| New York State Common Retirement Fund | 30,952 | $1.66M | 0.00% | −53,027−63.1% | Reduced |
| California State Teachers Retirement System | 31,739 | $1.70M | 0.00% | +1,033+3.4% | Added |
| Zacks Investment Management | 33,267 | $1.78M | 0.01% | −821−2.4% | Reduced |
| Legal & General Group Plc | 34,080 | $1.82M | 0.00% | −3,383−9.0% | Reduced |
| Creative Planning | 34,719 | $1.86M | 0.00% | +1,864+5.7% | Added |
| Diamond Hill Capital Management Inc | 34,930 | $1.87M | 0.01% | −256,298−88.0% | Reduced |
| Alliancebernstein L.P. | 36,850 | $1.97M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 37,590 | $2.01M | 0.00% | +11,764+45.6% | Added |
| State of Wisconsin Investment Board | 37,687 | $2.02M | 0.00% | −2,038−5.1% | Reduced |
| Price T Rowe Associates Inc | 39,490 | $2.11M | 0.00% | +1,440+3.8% | Added |
| GHP Investment Advisors, Inc. | 42,080 | $2.25M | 0.09% | +710+1.7% | Added |
| Millennium Management LLC | 42,568 | $2.28M | 0.00% | +33,881+390.0% | Added |
| Susquehanna International Group, LLP | 42,572 | $2.28M | 0.00% | +15,879+59.5% | Added |
| Rice Hall James & Associates, LLC | 44,460 | $2.38M | 0.13% | −3,900−8.1% | Reduced |
| Rhumbline Advisers | 45,252 | $2.42M | 0.00% | −7,138−13.6% | Reduced |
| Stifel Financial Corp | 47,860 | $2.56M | 0.00% | −2,246−4.5% | Reduced |
| Squarepoint Ops LLC | 48,534 | $2.60M | 0.01% | +48,534 | New |
| UBS Asset Management Americas Inc | 50,681 | $2.71M | 0.00% | −11,043−17.9% | Reduced |
| Gamco Investors, Inc. Et Al | 51,217 | $2.74M | 0.03% | −12,926−20.2% | Reduced |
| King Luther Capital Management Corp | 52,273 | $2.80M | 0.01% | +83+0.2% | Added |
| Trexquant Investment LP | 52,553 | $2.81M | 0.03% | −28,425−35.1% | Reduced |
| Barclays PLC | 54,289 | $2.90M | 0.00% | +5,076+10.3% | Added |
| Natixis Advisors, L.P. | 57,621 | $3.08M | 0.00% | −3,743−6.1% | Reduced |
| Congress Asset Management Co | 60,541 | $3.24M | 0.02% | +1,791+3.0% | Added |
| Swiss National Bank | 65,400 | $3.50M | 0.00% | +800+1.2% | Added |
| Invesco Ltd. | 68,594 | $3.67M | 0.00% | +3,876+6.0% | Added |
| Marshall Wace, LLP | 70,831 | $3.79M | 0.00% | +8,548+13.7% | Added |
| Royal Bank of Canada | 70,910 | $3.79M | 0.00% | −3,240−4.4% | Reduced |
| UBS Group AG | 76,191 | $4.08M | 0.00% | −16,241−17.6% | Reduced |
| Granite Investment Partners, LLC | 86,728 | $4.64M | 0.27% | −23,178−21.1% | Reduced |
| Envestnet Asset Management Inc | 97,855 | $5.23M | 0.00% | −10,006−9.3% | Reduced |
| Gabelli Funds LLC | 97,859 | $5.23M | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 114,639 | $6.13M | 0.00% | +18,868+19.7% | Added |
| Nomura Asset Management International Inc. | 123,341 | $6.60M | 0.01% | +123,341 | New |
| Comerica Bank | 131,458 | $7.03M | 0.03% | −4,119−3.0% | Reduced |
| Raymond James Financial Inc | 140,380 | $7.51M | 0.00% | −34,710−19.8% | Reduced |
| Morgan Stanley | 142,008 | $7.60M | 0.00% | −26,796−15.9% | Reduced |
| Castleark Management LLC | 146,749 | $7.85M | 0.23% | +79,810+119.2% | Added |
| SEI Investments Co | 150,121 | $8.03M | 0.01% | +73,969+97.1% | Added |
| Russell Investments Group, Ltd. | 157,401 | $8.42M | 0.01% | −155,419−49.7% | Reduced |
| Jane Street Group, LLC | 158,968 | $8.50M | 0.01% | +90,446+132.0% | Added |
| Bank of New York Mellon Corp | 167,270 | $8.95M | 0.00% | −15,721−8.6% | Reduced |
| American Century Companies Inc | 176,225 | $9.43M | 0.00% | +32,033+22.2% | Added |
| Ceredex Value Advisors LLC | 191,800 | $10.3M | 0.31% | −1,000−0.5% | Reduced |
| Victory Capital Management Inc | 195,278 | $10.4M | 0.01% | −84,762−30.3% | Reduced |
| SG Capital Management LLC | 197,600 | $10.6M | 1.16% | +197,600 | New |
| Deprince Race & Zollo Inc | 233,025 | $12.5M | 0.24% | −613,233−72.5% | Reduced |
| Standard Life Aberdeen plc | 255,773 | $13.7M | 0.02% | +255,773 | New |
| Bessemer Group Inc | 274,708 | $14.7M | 0.02% | +880+0.3% | Added |
| MetLife Investment Management | 280,032 | $15.0M | 0.07% | −143,182−33.8% | Reduced |
| Silvercrest Asset Management Group LLC | 285,418 | $15.3M | 0.10% | +285,418 | New |
| Rockefeller Capital Management L.P. | 294,148 | $15.7M | 0.03% | −268,430−47.7% | Reduced |
| Driehaus Capital Management LLC | 295,499 | $15.8M | 0.11% | +117,082+65.6% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $16.0M | 4.70% | 00.0% | Unchanged |
| Northern Trust Corp | 304,908 | $16.3M | 0.00% | −18,046−5.6% | Reduced |
| Schroder Investment Management Group | 303,017 | $16.4M | 0.01% | −6,680−2.2% | Reduced |
| Goldman Sachs Group Inc | 320,220 | $17.1M | 0.00% | −55,302−14.7% | Reduced |
| Nuveen, LLC | 320,917 | $17.2M | 0.00% | −14,588−4.3% | Reduced |
| Royce & Associates LP | 361,799 | $19.4M | 0.20% | −8,280−2.2% | Reduced |
| Charles Schwab Investment Management Inc | 429,390 | $23.0M | 0.00% | −6,200−1.4% | Reduced |
| Kennedy Capital Management, Inc. | 457,526 | $24.5M | 0.52% | −300,260−39.6% | Reduced |
| Janus Henderson Group PLC | 474,982 | $25.4M | 0.01% | −56,155−10.6% | Reduced |
| Voya Investment Management LLC | 486,803 | $26.0M | 0.03% | +480,736+7,923.8% | Added |
| Ameriprise Financial Inc | 519,542 | $27.8M | 0.01% | −14,963−2.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 582,421 | $31.2M | 0.02% | −11,940−2.0% | Reduced |
| William Blair Investment Management, LLC | 587,343 | $31.4M | 0.09% | −148,378−20.2% | Reduced |
| Wasatch Advisors Inc | 590,185 | $31.6M | 0.19% | −264,526−30.9% | Reduced |
| Bank of America Corp | 658,896 | $35.2M | 0.00% | −131,021−16.6% | Reduced |