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 |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 7,711 | $499.0K | 0.12% | +7,711 | New |
| CWM Advisors, LLC | 7,885 | $510.2K | 0.03% | −876−10.0% | Reduced |
| Avalon Trust Co | 7,901 | $511.3K | 0.04% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,997 | $517.5K | 0.00% | −236−2.9% | Reduced |
| BNP Paribas Arbitrage, SA | 8,130 | $526.1K | 0.00% | +409+5.3% | Added |
| Vanguard Investments Australia, Ltd. | 8,224 | $532.2K | 0.00% | +8,224 | New |
| Intech Investment Management LLC | 8,474 | $548.4K | 0.01% | −4,270−33.5% | Reduced |
| Qube Research & Technologies Ltd | 8,537 | $552.4K | 0.00% | +8,537 | New |
| Police & Firemen's Retirement System of New Jersey | 8,797 | $569.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 8,819 | $570.7K | 0.04% | −1,093−11.0% | Reduced |
| Arizona State Retirement System | 9,108 | $589.4K | 0.00% | −98−1.1% | Reduced |
| Jump Financial, LLC | 9,185 | $594.4K | 0.01% | +9,185 | New |
| Quantedge Capital Pte Ltd | 9,200 | $595.3K | 0.33% | +9,200 | New |
| State Board of Administration of Florida Retirement System | 9,295 | $601.5K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 9,332 | $603.9K | 0.00% | +4,260+84.0% | Added |
| Man Group plc | 9,359 | $605.6K | 0.00% | +9,359 | New |
| Nisa Investment Advisors, LLC | 9,362 | $605.8K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 9,945 | $643.5K | 0.02% | +9,945 | New |
| Moneta Group Investment Advisors LLC | 10,031 | $649.1K | 0.00% | +6+0.1% | Added |
| Renaissance Technologies LLC | 10,400 | $673.0K | 0.00% | −13,100−55.7% | Reduced |
| Sterling Capital Management LLC | 10,828 | $700.7K | 0.01% | −16,530−60.4% | Reduced |
| Calamos Advisors LLC | 10,940 | $707.9K | 0.00% | +10,940 | New |
| New York State Common Retirement Fund | 11,380 | $736.4K | 0.00% | −19,572−63.2% | Reduced |
| Teacher Retirement System of Texas | 11,497 | $744.0K | 0.00% | +4,546+65.4% | Added |
| Two Sigma Investments, LP | 12,437 | $804.8K | 0.00% | +12,437 | New |
| Commonwealth Equity Services, LLC | 12,820 | $829.5K | 0.00% | −251−1.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,885 | $833.8K | 0.02% | +6,192+92.5% | Added |
| Gamco Investors, Inc. Et Al | 13,045 | $844.1K | 0.01% | −38,172−74.5% | Reduced |
| Quadrature Capital Ltd | 13,578 | $878.6K | 0.01% | +13,578 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,633 | $882.2K | 0.00% | +3,530+34.9% | Added |
| STRS Ohio | 13,800 | $893.0K | 0.00% | +13,800 | New |
| Quantinno Capital Management LP | 14,475 | $936.7K | 0.00% | +2,688+22.8% | Added |
| Wells Fargo & Company | 14,646 | $947.8K | 0.00% | −22,944−61.0% | Reduced |
| US Bancorp | 14,664 | $948.9K | 0.00% | +1,982+15.6% | Added |
| Bridgeway Capital Management, LLC | 15,000 | $970.6K | 0.02% | +15,000 | New |
| Dynamic Technology Lab Private Ltd | 15,430 | $998.5K | 0.16% | +15,430 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 15,564 | $1.01M | 0.00% | +150+1.0% | Added |
| Manufacturers Life Insurance Company, The | 15,631 | $1.01M | 0.00% | +542+3.6% | Added |
| Vanguard Global Advisers, LLC | 17,074 | $1.10M | 0.00% | +17,074 | New |
| Engineers Gate Manager LP | 17,166 | $1.11M | 0.01% | +7,590+79.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 17,327 | $1.12M | 0.01% | +3,949+29.5% | Added |
| Knights of Columbus Asset Advisors LLC | 17,366 | $1.12M | 0.06% | +17,366 | New |
| Captrust Financial Advisors | 18,018 | $1.17M | 0.00% | +722+4.2% | Added |
| Ostrum Asset Management | 18,560 | $1.20M | 0.07% | −5,895−24.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,197 | $1.24M | 0.00% | +3,110+19.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 19,800 | $1.28M | 0.00% | −974,161−98.0% | Reduced |
| Prudential Financial Inc | 21,869 | $1.42M | 0.00% | +8,680+65.8% | Added |
| Vanguard Asset Management, Ltd | 21,942 | $1.42M | 0.00% | +21,942 | New |
| XTX Topco Ltd | 22,046 | $1.43M | 0.02% | +14,899+208.5% | Added |
| Franklin Resources Inc | 22,504 | $1.46M | 0.00% | −6,532−22.5% | Reduced |
| Diamond Hill Capital Management Inc | 22,953 | $1.49M | 0.01% | −11,977−34.3% | Reduced |
| EntryPoint Capital, LLC | 23,600 | $1.53M | 0.45% | +6,491+37.9% | Added |
| Squarepoint Ops LLC | 23,620 | $1.53M | 0.00% | −24,914−51.3% | Reduced |
| Credit Agricole S A | 24,100 | $1.56M | 0.01% | −900−3.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 25,021 | $1.62M | 0.00% | +260+1.1% | Added |
| FMR LLC | 25,357 | $1.64M | 0.00% | +632+2.6% | Added |
| Centiva Capital, LP | 25,886 | $1.68M | 0.08% | +25,886 | New |
| Virginia Retirement Systems Et Al | 27,000 | $1.75M | 0.01% | +17,800+193.5% | Added |
| Alliancebernstein L.P. | 33,186 | $1.78M | 0.00% | −3,664−9.9% | Reduced |
| First Trust Advisors LP | 28,066 | $1.82M | 0.00% | +17,138+156.8% | Added |
| Legal & General Group Plc | 28,290 | $1.83M | 0.00% | −5,790−17.0% | Reduced |
| Pinnacle Associates Ltd | 28,386 | $1.84M | 0.02% | +1,979+7.5% | Added |
| Deutsche Bank AG | 29,223 | $1.89M | 0.00% | +3,146+12.1% | Added |
| Marshall Wace, LLP | 30,037 | $1.94M | 0.00% | −40,794−57.6% | Reduced |
| Barclays PLC | 30,204 | $1.95M | 0.00% | −24,085−44.4% | Reduced |
| Lazard Asset Management LLC | 30,382 | $1.97M | 0.00% | +30,382 | New |
| State of New Jersey Common Pension Fund D | 30,519 | $1.97M | 0.01% | +30,519 | New |
| Atom Investors LP | 30,521 | $1.98M | 0.14% | +30,521 | New |
| D.A. Davidson & Co. | 30,980 | $2.00M | 0.01% | +6,493+26.5% | Added |
| Occudo Quantitative Strategies LP | 29,471 | $2.02M | 0.11% | +29,471 | New |
| JPMorgan Chase & Co | 34,253 | $2.15M | 0.00% | +8,308+32.0% | Added |
| Millennium Management LLC | 34,730 | $2.25M | 0.00% | −7,838−18.4% | Reduced |
| State of Wisconsin Investment Board | 35,854 | $2.32M | 0.01% | −1,833−4.9% | Reduced |
| Harbor Capital Advisors, Inc. | 35,980 | $2.33M | 0.19% | +35,836+24,886.1% | Added |
| California State Teachers Retirement System | 39,794 | $2.58M | 0.00% | +8,055+25.4% | Added |
| Creative Planning | 41,338 | $2.67M | 0.00% | +6,619+19.1% | Added |
| Dark Forest Capital Management LP | 41,939 | $2.71M | 0.24% | +12,675+43.3% | Added |
| GHP Investment Advisors, Inc. | 42,608 | $2.76M | 0.11% | +528+1.3% | Added |
| Rhumbline Advisers | 44,301 | $2.87M | 0.00% | −951−2.1% | Reduced |
| Rice Hall James & Associates, LLC | 44,461 | $2.88M | 0.16% | +10.0% | Added |
| Stifel Financial Corp | 45,348 | $2.93M | 0.00% | −2,512−5.2% | Reduced |
| Price T Rowe Associates Inc | 45,391 | $2.94M | 0.00% | +5,901+14.9% | Added |
| UBS Group AG | 45,857 | $2.97M | 0.00% | −30,334−39.8% | Reduced |
| King Luther Capital Management Corp | 52,325 | $3.39M | 0.01% | +52+0.1% | Added |
| HRT Financial LP | 52,408 | $3.39M | 0.01% | +52,408 | New |
| AQR Capital Management LLC | 52,599 | $3.40M | 0.00% | +26,476+101.4% | Added |
| D. E. Shaw & Co., Inc. | 52,938 | $3.43M | 0.00% | +52,938 | New |
| UBS Asset Management Americas Inc | 54,409 | $3.52M | 0.00% | +3,728+7.4% | Added |
| Natixis Advisors, L.P. | 56,546 | $3.66M | 0.01% | −1,075−1.9% | Reduced |
| Granite Investment Partners, LLC | 61,397 | $3.97M | 0.24% | −25,331−29.2% | Reduced |
| Royal Bank of Canada | 64,188 | $4.15M | 0.00% | −6,722−9.5% | Reduced |
| Swiss National Bank | 65,400 | $4.23M | 0.00% | 00.0% | Unchanged |
| Congress Asset Management Co | 70,353 | $4.55M | 0.03% | +9,812+16.2% | Added |
| Point72 Asset Management, L.P. | 70,467 | $4.56M | 0.01% | +70,467 | New |
| Gabelli Funds LLC | 74,943 | $4.85M | 0.03% | −22,916−23.4% | Reduced |
| Envestnet Asset Management Inc | 75,030 | $4.86M | 0.00% | −22,825−23.3% | Reduced |
| American Century Companies Inc | 79,821 | $5.17M | 0.00% | −96,404−54.7% | Reduced |
| Susquehanna International Group, LLP | 93,614 | $6.06M | 0.01% | +51,042+119.9% | Added |
| Trexquant Investment LP | 104,607 | $6.77M | 0.05% | +52,054+99.1% | Added |
| Citadel Advisors LLC | 110,616 | $7.16M | 0.01% | −4,023−3.5% | Reduced |