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 |
|---|---|---|---|---|---|
| Hillsdale Investment Management Inc. | 113,020 | $7.31M | 0.20% | +113,020 | New |
| Victory Capital Management Inc | 127,436 | $8.25M | 0.01% | −67,842−34.7% | Reduced |
| Fifth Third Bancorp | 129,783 | $8.40M | 0.02% | +129,040+17,367.4% | Added |
| Russell Investments Group, Ltd. | 132,503 | $8.57M | 0.01% | −24,898−15.8% | Reduced |
| Morgan Stanley | 140,339 | $9.08M | 0.00% | −1,669−1.2% | Reduced |
| Ceredex Value Advisors LLC | 148,950 | $9.64M | 0.30% | −42,850−22.3% | Reduced |
| Leeward Investments, LLC - MA | 149,265 | $9.66M | 0.48% | +149,265 | New |
| SEI Investments Co | 155,477 | $10.1M | 0.01% | +5,356+3.6% | Added |
| Castleark Management LLC | 160,409 | $10.4M | 0.34% | +13,660+9.3% | Added |
| Raymond James Financial Inc | 161,769 | $10.5M | 0.00% | +21,389+15.2% | Added |
| Bank of New York Mellon Corp | 161,802 | $10.5M | 0.00% | −5,468−3.3% | Reduced |
| Schroder Investment Management Group | 176,130 | $11.1M | 0.01% | −126,887−41.9% | Reduced |
| Silvercrest Asset Management Group LLC | 180,142 | $11.7M | 0.08% | −105,276−36.9% | Reduced |
| Jane Street Group, LLC | 193,363 | $12.5M | 0.01% | +34,395+21.6% | Added |
| Driehaus Capital Management LLC | 197,968 | $12.8M | 0.09% | −97,531−33.0% | Reduced |
| Vanguard Fiduciary Trust Co | 214,246 | $13.9M | 0.00% | +214,246 | New |
| Invesco Ltd. | 219,178 | $14.2M | 0.00% | +150,584+219.5% | Added |
| Kennedy Capital Management, Inc. | 229,108 | $14.8M | 0.31% | −228,418−49.9% | Reduced |
| Rockefeller Capital Management L.P. | 237,885 | $15.4M | 0.03% | −56,263−19.1% | Reduced |
| Royce & Associates LP | 266,109 | $17.2M | 0.17% | −95,690−26.4% | Reduced |
| MetLife Investment Management | 280,107 | $18.1M | 0.09% | +750.0% | Added |
| Standard Life Aberdeen plc | 289,233 | $18.7M | 0.03% | +33,460+13.1% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $19.4M | 6.27% | 00.0% | Unchanged |
| Aperture Investors, LLC | 304,003 | $19.7M | 2.49% | +304,003 | New |
| Northern Trust Corp | 317,699 | $20.6M | 0.00% | +12,791+4.2% | Added |
| Nuveen, LLC | 329,512 | $21.3M | 0.01% | +8,595+2.7% | Added |
| SG Capital Management LLC | 372,352 | $24.1M | 1.98% | +174,752+88.4% | Added |
| Charles Schwab Investment Management Inc | 420,051 | $27.2M | 0.00% | −9,339−2.2% | Reduced |
| Janus Henderson Group PLC | 448,501 | $29.0M | 0.01% | −26,481−5.6% | Reduced |
| Goldman Sachs Group Inc | 449,101 | $29.1M | 0.00% | +128,881+40.2% | Added |
| Bank of America Corp | 510,519 | $33.0M | 0.00% | −148,377−22.5% | Reduced |
| Voya Investment Management LLC | 516,919 | $33.4M | 0.03% | +30,116+6.2% | Added |
| Arrowstreet Capital, Limited Partnership | 544,241 | $35.2M | 0.02% | −38,180−6.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 693,072 | $44.8M | 0.45% | −65,665−8.7% | Reduced |
| Neuberger Berman Group LLC | 711,798 | $46.0M | 0.03% | +7,403+1.1% | Added |
| Ameriprise Financial Inc | 739,261 | $47.8M | 0.01% | +219,719+42.3% | Added |
| Nomura Asset Management International Inc. | 768,660 | $49.7M | 0.09% | +645,319+523.2% | Added |
| ACK Asset Management LLC | 780,378 | $50.5M | 6.30% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 782,472 | $50.6M | 0.03% | +11,912+1.5% | Added |
| State Street Corp | 788,009 | $51.0M | 0.00% | −7,874−1.0% | Reduced |
| Wasatch Advisors Inc | 799,008 | $51.7M | 0.34% | +208,823+35.4% | Added |
| Geode Capital Management, LLC | 836,831 | $54.2M | 0.00% | +49,311+6.3% | Added |
| Thrivent Financial for Lutherans | 925,546 | $59.9M | 0.11% | −2230.0% | Reduced |
| William Blair Investment Management, LLC | 931,008 | $60.2M | 0.20% | +343,665+58.5% | Added |
| Jennison Associates LLC | 1,035,977 | $67.0M | 0.05% | +239,876+30.1% | Added |
| Sara-Bay Financial | 1,153,896 | $74.7M | 23.08% | −51,063−4.2% | Reduced |
| Wellington Management Group LLP | 1,306,673 | $84.6M | 0.02% | −690,854−34.6% | Reduced |
| Conestoga Capital Advisors, LLC | 1,325,206 | $85.8M | 1.71% | −226,858−14.6% | Reduced |
| Vanguard Capital Management LLC | 1,477,349 | $95.6M | 0.00% | +1,477,349 | New |
| Vanguard Portfolio Management LLC | 1,505,296 | $97.4M | 0.01% | +1,505,296 | New |
| Dimensional Fund Advisors LP | 1,618,712 | $104.7M | 0.02% | +6,347+0.4% | Added |
| BlackRock, Inc. | 2,442,956 | $158.1M | 0.00% | −25,796−1.0% | Reduced |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −233,025−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −33,267−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −25,257−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,584−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −22,787−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −10,010−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −6,840−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,232−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Third View Private Wealth, LLC | 0 | $0 | 0.00% | −5,030−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,366−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −3,993−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,344−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,857−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,404−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,043−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −813−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |