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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 704,395 | $37.7M | 0.03% | −5,069−0.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 758,737 | $40.6M | 0.40% | −16,680−2.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 770,560 | $41.2M | 0.03% | −76,805−9.1% | Reduced |
| ACK Asset Management LLC | 780,378 | $41.7M | 5.24% | +10,378+1.3% | Added |
| Geode Capital Management, LLC | 787,520 | $42.1M | 0.00% | −551−0.1% | Reduced |
| State Street Corp | 795,883 | $42.6M | 0.00% | −13,176−1.6% | Reduced |
| Jennison Associates LLC | 796,101 | $42.6M | 0.03% | +796,101 | New |
| Thrivent Financial for Lutherans | 925,769 | $49.5M | 0.09% | −604,756−39.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 993,961 | $53.2M | 0.18% | −173,508−14.9% | Reduced |
| Sara-Bay Financial | 1,204,959 | $65.4M | 19.56% | −1,555−0.1% | Reduced |
| Conestoga Capital Advisors, LLC | 1,552,064 | $83.0M | 1.40% | −107,960−6.5% | Reduced |
| Dimensional Fund Advisors LP | 1,612,365 | $86.2M | 0.02% | −14,431−0.9% | Reduced |
| Wellington Management Group LLP | 1,997,527 | $106.8M | 0.02% | +1,067,846+114.9% | Added |
| BlackRock, Inc. | 2,468,752 | $132.1M | 0.00% | +8,680+0.4% | Added |
| Vanguard Group Inc | 3,162,279 | $169.2M | 0.00% | −30,580−1.0% | Reduced |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −53,005−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −25,590−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −22,856−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −10,930−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,565−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,769−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −6,442−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −6,370−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,410−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −5,253−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −4,631−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,172−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,788−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |