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, Q2 2026
Institutional positions in Helios Technologies, Inc. as of Jun 30, 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
- 285
- +37 vs. Q1 2026
- Shares held
- 32.2M
- +333.3K (+1.0%) vs. Q1 2026
- Total value
- $2.86B
- +$798.5M (+38.7%) vs. Q1 2026
- New holders
- 60
- 100 more added
- Sold out
- 23
- 93 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Knights of Columbus Asset Advisors LLC | 38,268 | $3.42M | 0.17% | +20,902+120.4% | Added |
| California State Teachers Retirement System | 38,750 | $3.46M | 0.00% | −1,044−2.6% | Reduced |
| Palisade Capital Management LLC | 39,709 | $3.54M | 0.15% | +39,709 | New |
| Rice Hall James & Associates, LLC | 40,031 | $3.57M | 0.17% | −4,430−10.0% | Reduced |
| Algert Global LLC | 40,650 | $3.63M | 0.04% | +40,650 | New |
| New York State Common Retirement Fund | 43,017 | $3.84M | 0.00% | +31,637+278.0% | Added |
| GHP Investment Advisors, Inc. | 44,392 | $3.96M | 0.15% | +1,784+4.2% | Added |
| Stifel Financial Corp | 44,734 | $3.99M | 0.00% | −614−1.4% | Reduced |
| Rhumbline Advisers | 45,397 | $4.05M | 0.00% | +1,096+2.5% | Added |
| Granite Investment Partners, LLC | 46,736 | $4.17M | 0.21% | −14,661−23.9% | Reduced |
| Prudential Financial Inc | 48,684 | $4.35M | 0.00% | +26,815+122.6% | Added |
| Allspring Global Investments Holdings, LLC | 52,377 | $4.42M | 0.01% | +52,377 | New |
| Creative Planning | 49,668 | $4.43M | 0.00% | +8,330+20.2% | Added |
| Telemark Asset Management, LLC | 50,000 | $4.46M | 0.32% | +50,000 | New |
| Price T Rowe Associates Inc | 52,263 | $4.67M | 0.00% | +6,872+15.1% | Added |
| UBS Asset Management Americas Inc | 52,643 | $4.70M | 0.00% | −1,766−3.2% | Reduced |
| Dark Forest Capital Management LP | 55,819 | $4.98M | 0.32% | +13,880+33.1% | Added |
| Gabelli Funds LLC | 56,469 | $5.04M | 0.03% | −18,474−24.7% | Reduced |
| Royal Bank of Canada | 60,362 | $5.39M | 0.00% | −3,826−6.0% | Reduced |
| King Luther Capital Management Corp | 60,939 | $5.44M | 0.02% | +8,614+16.5% | Added |
| Qube Research & Technologies Ltd | 64,251 | $5.73M | 0.01% | +55,714+652.6% | Added |
| Envestnet Asset Management Inc | 64,703 | $5.77M | 0.00% | −10,327−13.8% | Reduced |
| Swiss National Bank | 66,400 | $5.93M | 0.00% | +1,000+1.5% | Added |
| Trexquant Investment LP | 72,014 | $6.43M | 0.04% | −32,593−31.2% | Reduced |
| JPMorgan Chase & Co | 75,187 | $6.85M | 0.00% | +40,934+119.5% | Added |
| American Century Companies Inc | 82,141 | $7.33M | 0.00% | +2,320+2.9% | Added |
| AQR Capital Management LLC | 83,114 | $7.42M | 0.00% | +30,515+58.0% | Added |
| Public Sector Pension Investment Board | 94,566 | $8.44M | 0.02% | +94,566 | New |
| Russell Investments Group, Ltd. | 97,433 | $8.70M | 0.01% | −35,070−26.5% | Reduced |
| SEI Investments Co | 99,109 | $8.85M | 0.01% | −56,368−36.3% | Reduced |
| Fifth Third Bancorp | 109,729 | $9.79M | 0.02% | −20,054−15.5% | Reduced |
| D. E. Shaw & Co., Inc. | 109,843 | $9.80M | 0.01% | +56,905+107.5% | Added |
| Ceredex Value Advisors LLC | 119,900 | $10.7M | 0.30% | −29,050−19.5% | Reduced |
| Congress Asset Management Co | 125,225 | $11.2M | 0.07% | +54,872+78.0% | Added |
| Castleark Management LLC | 125,409 | $11.2M | 0.30% | −35,000−21.8% | Reduced |
| Hillsdale Investment Management Inc. | 126,040 | $11.2M | 0.26% | +13,020+11.5% | Added |
| Intrinsic Edge Capital Management LLC | 130,000 | $11.6M | 1.43% | +130,000 | New |
| UBS Group AG | 137,859 | $12.3M | 0.00% | +92,002+200.6% | Added |
| Mackenzie Financial Corp | 138,268 | $12.3M | 0.01% | +138,268 | New |
| Tudor Investment Corp Et Al | 141,953 | $12.7M | 0.05% | +141,953 | New |
| Point72 Asset Management, L.P. | 145,455 | $13.0M | 0.02% | +74,988+106.4% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $13.4M | 8.34% | 00.0% | Unchanged |
| Raymond James Financial Inc | 151,333 | $13.5M | 0.00% | −10,436−6.5% | Reduced |
| Silvercrest Asset Management Group LLC | 165,273 | $14.8M | 0.10% | −14,869−8.3% | Reduced |
| Bank of New York Mellon Corp | 167,182 | $14.9M | 0.00% | +5,380+3.3% | Added |
| Citadel Advisors LLC | 168,281 | $15.0M | 0.01% | +57,665+52.1% | Added |
| Susquehanna International Group, LLP | 181,107 | $16.2M | 0.01% | +87,493+93.5% | Added |
| Jane Street Group, LLC | 182,632 | $16.3M | 0.01% | −10,731−5.5% | Reduced |
| Rockefeller Capital Management L.P. | 201,486 | $18.0M | 0.03% | −36,399−15.3% | Reduced |
| Leeward Investments, LLC - MA | 209,025 | $18.7M | 0.85% | +59,760+40.0% | Added |
| Morgan Stanley | 218,478 | $19.5M | 0.00% | +78,139+55.7% | Added |
| Vanguard Fiduciary Trust Co | 222,079 | $19.8M | 0.00% | +7,833+3.7% | Added |
| Kennedy Capital Management, Inc. | 222,678 | $19.9M | 0.35% | −6,430−2.8% | Reduced |
| Royce & Associates LP | 252,199 | $22.5M | 0.18% | −13,910−5.2% | Reduced |
| FMR LLC | 269,417 | $24.0M | 0.00% | +244,060+962.5% | Added |
| Aperture Investors, LLC | 270,566 | $24.1M | 2.56% | −33,437−11.0% | Reduced |
| MetLife Investment Management | 283,541 | $25.3M | 0.11% | +3,434+1.2% | Added |
| Driehaus Capital Management LLC | 299,426 | $26.7M | 0.15% | +101,458+51.2% | Added |
| Northern Trust Corp | 334,725 | $29.9M | 0.00% | +17,026+5.4% | Added |
| Arrowstreet Capital, Limited Partnership | 395,605 | $35.3M | 0.02% | −148,636−27.3% | Reduced |
| Standard Life Aberdeen plc | 397,396 | $35.5M | 0.05% | +108,163+37.4% | Added |
| Charles Schwab Investment Management Inc | 407,860 | $36.4M | 0.00% | −12,191−2.9% | Reduced |
| Jupiter Topco LLC | 408,245 | $36.4M | 0.01% | +408,245 | New |
| Bank of America Corp | 411,128 | $36.7M | 0.00% | −99,391−19.5% | Reduced |
| Goldman Sachs Group Inc | 449,107 | $40.1M | 0.00% | +60.0% | Added |
| Nuveen, LLC | 507,047 | $45.3M | 0.01% | +177,535+53.9% | Added |
| Wasatch Advisors Inc | 660,085 | $58.9M | 0.39% | −138,923−17.4% | Reduced |
| ACK Asset Management LLC | 681,000 | $60.8M | 7.10% | −99,378−12.7% | Reduced |
| Nomura Asset Management International Inc. | 718,688 | $64.1M | 0.10% | −49,972−6.5% | Reduced |
| Ameriprise Financial Inc | 743,426 | $66.4M | 0.01% | +4,165+0.6% | Added |
| Neuberger Berman Group LLC | 761,883 | $68.0M | 0.05% | +50,085+7.0% | Added |
| T. Rowe Price Investment Management, Inc. | 779,227 | $69.5M | 0.05% | −3,245−0.4% | Reduced |
| William Blair Investment Management, LLC | 834,221 | $74.5M | 0.22% | −96,787−10.4% | Reduced |
| State Street Corp | 841,953 | $75.1M | 0.00% | +53,944+6.8% | Added |
| Wellington Management Group LLP | 887,417 | $79.2M | 0.01% | −419,256−32.1% | Reduced |
| Thrivent Financial for Lutherans | 918,909 | $82.0M | 0.14% | −6,637−0.7% | Reduced |
| Jennison Associates LLC | 977,554 | $87.2M | 0.05% | −58,423−5.6% | Reduced |
| Geode Capital Management, LLC | 979,448 | $87.4M | 0.00% | +142,617+17.0% | Added |
| Invesco Ltd. | 1,083,038 | $96.7M | 0.01% | +863,860+394.1% | Added |
| Conestoga Capital Advisors, LLC | 1,084,345 | $96.8M | 2.11% | −240,861−18.2% | Reduced |
| Sara-Bay Financial | 1,146,658 | $102.3M | 27.26% | −7,238−0.6% | Reduced |
| Vanguard Capital Management LLC | 1,462,106 | $130.5M | 0.00% | −15,243−1.0% | Reduced |
| Dimensional Fund Advisors LP | 1,549,341 | $138.3M | 0.03% | −69,371−4.3% | Reduced |
| Vanguard Portfolio Management LLC | 1,641,106 | $146.5M | 0.01% | +135,810+9.0% | Added |
| BlackRock, Inc. | 2,592,872 | $231.4M | 0.00% | +149,916+6.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −693,072−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −372,352−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −176,130−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −56,546−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −52,408−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −34,730−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −18,560−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −15,430−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −10,940−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −9,359−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −7,013−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,445−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,258−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |