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 |
|---|---|---|---|---|---|
| EntryPoint Capital, LLC | 23,600 | $1.53M | 0.45% | +6,491+37.9% | Added |
| Diamond Hill Capital Management Inc | 22,953 | $1.49M | 0.01% | −11,977−34.3% | Reduced |
| Franklin Resources Inc | 22,504 | $1.46M | 0.00% | −6,532−22.5% | Reduced |
| XTX Topco Ltd | 22,046 | $1.43M | 0.02% | +14,899+208.5% | Added |
| Vanguard Asset Management, Ltd | 21,942 | $1.42M | 0.00% | +21,942 | New |
| Prudential Financial Inc | 21,869 | $1.42M | 0.00% | +8,680+65.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 19,800 | $1.28M | 0.00% | −974,161−98.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,197 | $1.24M | 0.00% | +3,110+19.3% | Added |
| Ostrum Asset Management | 18,560 | $1.20M | 0.07% | −5,895−24.1% | Reduced |
| Captrust Financial Advisors | 18,018 | $1.17M | 0.00% | +722+4.2% | Added |
| Knights of Columbus Asset Advisors LLC | 17,366 | $1.12M | 0.06% | +17,366 | New |
| B. Metzler seel. Sohn & Co. AG | 17,327 | $1.12M | 0.01% | +3,949+29.5% | Added |
| Engineers Gate Manager LP | 17,166 | $1.11M | 0.01% | +7,590+79.3% | Added |
| Vanguard Global Advisers, LLC | 17,074 | $1.10M | 0.00% | +17,074 | New |
| Manufacturers Life Insurance Company, The | 15,631 | $1.01M | 0.00% | +542+3.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,564 | $1.01M | 0.00% | +150+1.0% | Added |
| Dynamic Technology Lab Private Ltd | 15,430 | $998.5K | 0.16% | +15,430 | New |
| Bridgeway Capital Management, LLC | 15,000 | $970.6K | 0.02% | +15,000 | New |
| US Bancorp | 14,664 | $948.9K | 0.00% | +1,982+15.6% | Added |
| Wells Fargo & Company | 14,646 | $947.8K | 0.00% | −22,944−61.0% | Reduced |
| Quantinno Capital Management LP | 14,475 | $936.7K | 0.00% | +2,688+22.8% | Added |
| STRS Ohio | 13,800 | $893.0K | 0.00% | +13,800 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,633 | $882.2K | 0.00% | +3,530+34.9% | Added |
| Quadrature Capital Ltd | 13,578 | $878.6K | 0.01% | +13,578 | New |
| Gamco Investors, Inc. Et Al | 13,045 | $844.1K | 0.01% | −38,172−74.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,885 | $833.8K | 0.02% | +6,192+92.5% | Added |
| Commonwealth Equity Services, LLC | 12,820 | $829.5K | 0.00% | −251−1.9% | Reduced |
| Two Sigma Investments, LP | 12,437 | $804.8K | 0.00% | +12,437 | New |
| Teacher Retirement System of Texas | 11,497 | $744.0K | 0.00% | +4,546+65.4% | Added |
| New York State Common Retirement Fund | 11,380 | $736.4K | 0.00% | −19,572−63.2% | Reduced |
| Calamos Advisors LLC | 10,940 | $707.9K | 0.00% | +10,940 | New |
| Sterling Capital Management LLC | 10,828 | $700.7K | 0.01% | −16,530−60.4% | Reduced |
| Renaissance Technologies LLC | 10,400 | $673.0K | 0.00% | −13,100−55.7% | Reduced |
| Moneta Group Investment Advisors LLC | 10,031 | $649.1K | 0.00% | +6+0.1% | Added |
| Aquatic Capital Management LLC | 9,945 | $643.5K | 0.02% | +9,945 | New |
| Nisa Investment Advisors, LLC | 9,362 | $605.8K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 9,359 | $605.6K | 0.00% | +9,359 | New |
| Schonfeld Strategic Advisors LLC | 9,332 | $603.9K | 0.00% | +4,260+84.0% | Added |
| State Board of Administration of Florida Retirement System | 9,295 | $601.5K | 0.00% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 9,200 | $595.3K | 0.33% | +9,200 | New |
| Jump Financial, LLC | 9,185 | $594.4K | 0.01% | +9,185 | New |
| Arizona State Retirement System | 9,108 | $589.4K | 0.00% | −98−1.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,819 | $570.7K | 0.04% | −1,093−11.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,797 | $569.3K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 8,537 | $552.4K | 0.00% | +8,537 | New |
| Intech Investment Management LLC | 8,474 | $548.4K | 0.01% | −4,270−33.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 8,224 | $532.2K | 0.00% | +8,224 | New |
| BNP Paribas Arbitrage, SA | 8,130 | $526.1K | 0.00% | +409+5.3% | Added |
| Glenmede Trust Co NA | 7,997 | $517.5K | 0.00% | −236−2.9% | Reduced |
| Avalon Trust Co | 7,901 | $511.3K | 0.04% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7,885 | $510.2K | 0.03% | −876−10.0% | Reduced |
| Bridgefront Capital, LLC | 7,711 | $499.0K | 0.12% | +7,711 | New |
| Campbell & CO Investment Adviser LLC | 7,523 | $486.8K | 0.03% | −7,007−48.2% | Reduced |
| KLP Kapitalforvaltning AS | 7,300 | $472.4K | 0.00% | +300+4.3% | Added |
| Aviance Capital Partners, LLC | 7,087 | $458.6K | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,068 | $457.4K | 0.02% | 00.0% | Unchanged |
| TradeLink Capital LLC | 7,013 | $454.0K | 3.43% | +7,013 | New |
| Virtu Financial LLC | 6,892 | $446.0K | 0.02% | +6,892 | New |
| LPL Financial LLC | 6,801 | $440.1K | 0.00% | +1,112+19.5% | Added |
| Bridgewater Associates, LP | 6,524 | $422.2K | 0.00% | +6,524 | New |
| Clean Yield Group | 6,307 | $408.1K | 0.11% | −150−2.3% | Reduced |
| Fox Run Management, L.L.C. | 6,353 | $398.6K | 0.07% | +6,353 | New |
| Pictet Asset Management Holding SA | 5,971 | $386.4K | 0.00% | +914+18.1% | Added |
| Keybank National Association | 5,767 | $373.2K | 0.00% | +1,624+39.2% | Added |
| Magnetar Financial LLC | 5,445 | $352.3K | 0.00% | +5,445 | New |
| Mariner, LLC | 5,258 | $340.3K | 0.00% | +5,258 | New |
| Public Employees Retirement Association of Colorado | 5,187 | $336.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,115 | $331.0K | 0.00% | −12,005−70.1% | Reduced |
| Boston Partners | 4,986 | $322.6K | 0.00% | −1,746−25.9% | Reduced |
| ProShare Advisors LLC | 4,810 | $311.3K | 0.00% | −1,255−20.7% | Reduced |
| R Squared Ltd | 4,336 | $280.6K | 0.15% | +4,336 | New |
| Prelude Capital Management, LLC | 4,250 | $275.0K | 0.02% | +4,250 | New |
| EP Wealth Advisors, LLC | 4,171 | $269.9K | 0.00% | −2,621−38.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,017 | $259.9K | 0.06% | −169−4.0% | Reduced |
| Ieq Capital, LLC | 3,901 | $252.5K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,859 | $249.7K | 0.00% | +3,859 | New |
| Clearstead Advisors, LLC | 3,750 | $242.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $242.7K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 3,665 | $237.2K | 0.00% | +3,665 | New |
| Inspire Advisors, LLC | 3,654 | $236.4K | 0.02% | +3,654 | New |
| Contravisory Investment Management, Inc. | 3,644 | $235.8K | 0.05% | +3,644 | New |
| Citigroup Inc | 3,524 | $228.0K | 0.00% | −348−9.0% | Reduced |
| Capstone Investment Advisors, LLC | 3,522 | $227.9K | 0.00% | +3,522 | New |
| M&T Bank Corp | 3,520 | $227.3K | 0.00% | +3,520 | New |
| Cetera Investment Advisers | 3,418 | $221.2K | 0.00% | −502−12.8% | Reduced |
| Atomi Financial Group, Inc. | 3,382 | $218.9K | 0.01% | +3,382 | New |
| Brevan Howard Capital Management LP | 3,190 | $206.4K | 0.00% | +3,190 | New |
| Xponance, Inc. | 3,128 | $202.4K | 0.00% | +3,128 | New |
| Farringdon Capital, Ltd. | 3,105 | $200.9K | 0.04% | +3,105 | New |
| Great West Life Assurance Co | 2,899 | $189.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,777 | $179.9K | 0.00% | −165−5.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,772 | $179.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,499 | $161.7K | 0.00% | +784+45.7% | Added |
| CWM, LLC | 2,345 | $151.7K | 0.00% | +435+22.8% | Added |
| State of Alaska, Department of Revenue | 1,848 | $119.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,555 | $101.0K | 0.00% | −273,153−99.4% | Reduced |
| Jones Financial Companies LLLP | 1,397 | $90.0K | 0.00% | +1,230+736.5% | Added |
| Caitong International Asset Management Co., Ltd | 1,367 | $88.5K | 0.02% | +1,367 | New |
| KBC Group NV | 1,333 | $86.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,272 | $82.3K | 0.01% | −680−34.8% | Reduced |