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, Q1 2026
Institutional positions in Helios Technologies, Inc. as of Mar 31, 2026. 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
- 252
- +41 vs. Q4 2025
- Shares held
- 32.3M
- +2.90M (+9.9%) vs. Q4 2025
- Total value
- $2.09B
- +$516.1M (+32.7%) vs. Q4 2025
- New holders
- 60
- 80 more added
- Sold out
- 19
- 74 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,442,956 | $158.1M | 0.00% | −25,796−1.0% | Reduced |
| Dimensional Fund Advisors LP | 1,618,712 | $104.7M | 0.02% | +6,347+0.4% | Added |
| Vanguard Portfolio Management LLC | 1,505,296 | $97.4M | 0.01% | +1,505,296 | New |
| Vanguard Capital Management LLC | 1,477,349 | $95.6M | 0.00% | +1,477,349 | New |
| Conestoga Capital Advisors, LLC | 1,325,206 | $85.8M | 1.71% | −226,858−14.6% | Reduced |
| Wellington Management Group LLP | 1,306,673 | $84.6M | 0.02% | −690,854−34.6% | Reduced |
| Sara-Bay Financial | 1,153,896 | $74.7M | 23.08% | −51,063−4.2% | Reduced |
| Jennison Associates LLC | 1,035,977 | $67.0M | 0.05% | +239,876+30.1% | Added |
| William Blair Investment Management, LLC | 931,008 | $60.2M | 0.20% | +343,665+58.5% | Added |
| Thrivent Financial for Lutherans | 925,546 | $59.9M | 0.11% | −2230.0% | Reduced |
| Geode Capital Management, LLC | 836,831 | $54.2M | 0.00% | +49,311+6.3% | Added |
| Wasatch Advisors Inc | 799,008 | $51.7M | 0.34% | +208,823+35.4% | Added |
| State Street Corp | 788,009 | $51.0M | 0.00% | −7,874−1.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 782,472 | $50.6M | 0.03% | +11,912+1.5% | Added |
| ACK Asset Management LLC | 780,378 | $50.5M | 6.30% | 00.0% | Unchanged |
| Nomura Asset Management International Inc. | 768,660 | $49.7M | 0.09% | +645,319+523.2% | Added |
| Ameriprise Financial Inc | 739,261 | $47.8M | 0.01% | +219,719+42.3% | Added |
| Neuberger Berman Group LLC | 711,798 | $46.0M | 0.03% | +7,403+1.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 693,072 | $44.8M | 0.45% | −65,665−8.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 544,241 | $35.2M | 0.02% | −38,180−6.6% | Reduced |
| Voya Investment Management LLC | 516,919 | $33.4M | 0.03% | +30,116+6.2% | Added |
| Bank of America Corp | 510,519 | $33.0M | 0.00% | −148,377−22.5% | Reduced |
| Goldman Sachs Group Inc | 449,101 | $29.1M | 0.00% | +128,881+40.2% | Added |
| Janus Henderson Group PLC | 448,501 | $29.0M | 0.01% | −26,481−5.6% | Reduced |
| Charles Schwab Investment Management Inc | 420,051 | $27.2M | 0.00% | −9,339−2.2% | Reduced |
| SG Capital Management LLC | 372,352 | $24.1M | 1.98% | +174,752+88.4% | Added |
| Nuveen, LLC | 329,512 | $21.3M | 0.01% | +8,595+2.7% | Added |
| Northern Trust Corp | 317,699 | $20.6M | 0.00% | +12,791+4.2% | Added |
| Aperture Investors, LLC | 304,003 | $19.7M | 2.49% | +304,003 | New |
| Iat Reinsurance Co Ltd. | 300,000 | $19.4M | 6.27% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 289,233 | $18.7M | 0.03% | +33,460+13.1% | Added |
| MetLife Investment Management | 280,107 | $18.1M | 0.09% | +750.0% | Added |
| Royce & Associates LP | 266,109 | $17.2M | 0.17% | −95,690−26.4% | Reduced |
| Rockefeller Capital Management L.P. | 237,885 | $15.4M | 0.03% | −56,263−19.1% | Reduced |
| Kennedy Capital Management, Inc. | 229,108 | $14.8M | 0.31% | −228,418−49.9% | Reduced |
| Invesco Ltd. | 219,178 | $14.2M | 0.00% | +150,584+219.5% | Added |
| Vanguard Fiduciary Trust Co | 214,246 | $13.9M | 0.00% | +214,246 | New |
| Driehaus Capital Management LLC | 197,968 | $12.8M | 0.09% | −97,531−33.0% | Reduced |
| Jane Street Group, LLC | 193,363 | $12.5M | 0.01% | +34,395+21.6% | Added |
| Silvercrest Asset Management Group LLC | 180,142 | $11.7M | 0.08% | −105,276−36.9% | Reduced |
| Schroder Investment Management Group | 176,130 | $11.1M | 0.01% | −126,887−41.9% | Reduced |
| Bank of New York Mellon Corp | 161,802 | $10.5M | 0.00% | −5,468−3.3% | Reduced |
| Raymond James Financial Inc | 161,769 | $10.5M | 0.00% | +21,389+15.2% | Added |
| Castleark Management LLC | 160,409 | $10.4M | 0.34% | +13,660+9.3% | Added |
| SEI Investments Co | 155,477 | $10.1M | 0.01% | +5,356+3.6% | Added |
| Leeward Investments, LLC - MA | 149,265 | $9.66M | 0.48% | +149,265 | New |
| Ceredex Value Advisors LLC | 148,950 | $9.64M | 0.30% | −42,850−22.3% | Reduced |
| Morgan Stanley | 140,339 | $9.08M | 0.00% | −1,669−1.2% | Reduced |
| Russell Investments Group, Ltd. | 132,503 | $8.57M | 0.01% | −24,898−15.8% | Reduced |
| Fifth Third Bancorp | 129,783 | $8.40M | 0.02% | +129,040+17,367.4% | Added |
| Victory Capital Management Inc | 127,436 | $8.25M | 0.01% | −67,842−34.7% | Reduced |
| Hillsdale Investment Management Inc. | 113,020 | $7.31M | 0.20% | +113,020 | New |
| Citadel Advisors LLC | 110,616 | $7.16M | 0.01% | −4,023−3.5% | Reduced |
| Trexquant Investment LP | 104,607 | $6.77M | 0.05% | +52,054+99.1% | Added |
| Susquehanna International Group, LLP | 93,614 | $6.06M | 0.01% | +51,042+119.9% | Added |
| American Century Companies Inc | 79,821 | $5.17M | 0.00% | −96,404−54.7% | Reduced |
| Envestnet Asset Management Inc | 75,030 | $4.86M | 0.00% | −22,825−23.3% | Reduced |
| Gabelli Funds LLC | 74,943 | $4.85M | 0.03% | −22,916−23.4% | Reduced |
| Point72 Asset Management, L.P. | 70,467 | $4.56M | 0.01% | +70,467 | New |
| Congress Asset Management Co | 70,353 | $4.55M | 0.03% | +9,812+16.2% | Added |
| Swiss National Bank | 65,400 | $4.23M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 64,188 | $4.15M | 0.00% | −6,722−9.5% | Reduced |
| Granite Investment Partners, LLC | 61,397 | $3.97M | 0.24% | −25,331−29.2% | Reduced |
| Natixis Advisors, L.P. | 56,546 | $3.66M | 0.01% | −1,075−1.9% | Reduced |
| UBS Asset Management Americas Inc | 54,409 | $3.52M | 0.00% | +3,728+7.4% | Added |
| D. E. Shaw & Co., Inc. | 52,938 | $3.43M | 0.00% | +52,938 | New |
| AQR Capital Management LLC | 52,599 | $3.40M | 0.00% | +26,476+101.4% | Added |
| HRT Financial LP | 52,408 | $3.39M | 0.01% | +52,408 | New |
| King Luther Capital Management Corp | 52,325 | $3.39M | 0.01% | +52+0.1% | Added |
| UBS Group AG | 45,857 | $2.97M | 0.00% | −30,334−39.8% | Reduced |
| Price T Rowe Associates Inc | 45,391 | $2.94M | 0.00% | +5,901+14.9% | Added |
| Stifel Financial Corp | 45,348 | $2.93M | 0.00% | −2,512−5.2% | Reduced |
| Rice Hall James & Associates, LLC | 44,461 | $2.88M | 0.16% | +10.0% | Added |
| Rhumbline Advisers | 44,301 | $2.87M | 0.00% | −951−2.1% | Reduced |
| GHP Investment Advisors, Inc. | 42,608 | $2.76M | 0.11% | +528+1.3% | Added |
| Dark Forest Capital Management LP | 41,939 | $2.71M | 0.24% | +12,675+43.3% | Added |
| Creative Planning | 41,338 | $2.67M | 0.00% | +6,619+19.1% | Added |
| California State Teachers Retirement System | 39,794 | $2.58M | 0.00% | +8,055+25.4% | Added |
| Harbor Capital Advisors, Inc. | 35,980 | $2.33M | 0.19% | +35,836+24,886.1% | Added |
| State of Wisconsin Investment Board | 35,854 | $2.32M | 0.01% | −1,833−4.9% | Reduced |
| Millennium Management LLC | 34,730 | $2.25M | 0.00% | −7,838−18.4% | Reduced |
| JPMorgan Chase & Co | 34,253 | $2.15M | 0.00% | +8,308+32.0% | Added |
| Occudo Quantitative Strategies LP | 29,471 | $2.02M | 0.11% | +29,471 | New |
| D.A. Davidson & Co. | 30,980 | $2.00M | 0.01% | +6,493+26.5% | Added |
| Atom Investors LP | 30,521 | $1.98M | 0.14% | +30,521 | New |
| State of New Jersey Common Pension Fund D | 30,519 | $1.97M | 0.01% | +30,519 | New |
| Lazard Asset Management LLC | 30,382 | $1.97M | 0.00% | +30,382 | New |
| Barclays PLC | 30,204 | $1.95M | 0.00% | −24,085−44.4% | Reduced |
| Marshall Wace, LLP | 30,037 | $1.94M | 0.00% | −40,794−57.6% | Reduced |
| Deutsche Bank AG | 29,223 | $1.89M | 0.00% | +3,146+12.1% | Added |
| Pinnacle Associates Ltd | 28,386 | $1.84M | 0.02% | +1,979+7.5% | Added |
| Legal & General Group Plc | 28,290 | $1.83M | 0.00% | −5,790−17.0% | Reduced |
| First Trust Advisors LP | 28,066 | $1.82M | 0.00% | +17,138+156.8% | Added |
| Alliancebernstein L.P. | 33,186 | $1.78M | 0.00% | −3,664−9.9% | Reduced |
| Virginia Retirement Systems Et Al | 27,000 | $1.75M | 0.01% | +17,800+193.5% | Added |
| Centiva Capital, LP | 25,886 | $1.68M | 0.08% | +25,886 | New |
| FMR LLC | 25,357 | $1.64M | 0.00% | +632+2.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 25,021 | $1.62M | 0.00% | +260+1.1% | Added |
| Credit Agricole S A | 24,100 | $1.56M | 0.01% | −900−3.6% | Reduced |
| Squarepoint Ops LLC | 23,620 | $1.53M | 0.00% | −24,914−51.3% | Reduced |