Helios TechnologiesHLIO
13F holders, Q2 2026 (June 30)285holders +33
56new positions
23sold out
8famous investors
$88.79avg. 13F price*
At the end of Q2 2026, 285 institutions reported holding Helios Technologies Inc. (HLIO) in their 13F filings, up 33 from Q1 2026. 56 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($231.4M), Vanguard Portfolio Management LLC ($146.5M) and Dimensional Fund Advisors LP ($138.3M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Helios Technologies Inc.
- CUSIP
- 42328H109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $86.5M |
| Exits | 23 | $95.4M |
All 13F filers, Q1 2026 → Q2 2026: 4,046,753 shares bought and 4,148,098 shares sold, net −101,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 285 holders
| BlackRock, Inc. | 0.00% | Add +6.1% | 2,592,872 | $231.4M |
| Vanguard Portfolio Management LLC | 0.01% | Add +9.0% | 1,641,106 | $146.5M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -4.3% | 1,549,341 | $138.3M |
| Vanguard Capital Management LLC | 0.00% | Reduce -1.0% | 1,462,106 | $130.5M |
| Sara-Bay Financial | 27.26% | Reduce -0.6% | 1,146,658 | $102.3M |
| Conestoga Capital Advisors, LLC | 2.11% | Reduce -18.2% | 1,084,345 | $96.8M |
| Invesco Ltd. | 0.01% | Add +394.1% | 1,083,038 | $96.7M |
| Geode Capital Management, LLC | 0.00% | Add +17.0% | 979,448 | $87.4M |
| Jennison Associates LLC | 0.05% | Reduce -5.6% | 977,554 | $87.2M |
| Thrivent Financial for Lutherans | 0.14% | Reduce -0.7% | 918,909 | $82.0M |
| Wellington Management Group LLP | 0.01% | Reduce -32.1% | 887,417 | $79.2M |
| State Street Corp. | 0.00% | Add +6.8% | 841,953 | $75.1M |
| William Blair Investment Management, LLC | 0.22% | Reduce -10.4% | 834,221 | $74.5M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -0.4% | 779,227 | $69.5M |
| Neuberger Berman Group LLC | 0.05% | Add +7.0% | 761,883 | $68.0M |
| Ameriprise Financial Inc. | 0.01% | Add +0.6% | 743,426 | $66.4M |
| Nomura Asset Management International Inc. | 0.10% | Reduce -6.5% | 718,688 | $64.1M |
| ACK Asset Management LLC | 7.10% | Reduce -12.7% | 681,000 | $60.8M |
| Wasatch Advisors LP | 0.39% | Reduce -17.4% | 660,085 | $58.9M |
| Nuveen, LLC | 0.01% | Add +53.9% | 507,047 | $45.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.0% | 449,107 | $40.1M |
| Bank of America Corp. | 0.00% | Reduce -19.5% | 411,128 | $36.7M |
| Jupiter Topco LLC | 0.01% | — | 408,245 | $36.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.9% | 407,860 | $36.4M |
| Aberdeen Group plc | 0.05% | Add +37.4% | 397,396 | $35.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -27.3% | 395,605 | $35.3M |
| Northern Trust Corp. | 0.00% | Add +5.4% | 334,725 | $29.9M |
| Driehaus Capital Management LLC | 0.15% | Add +51.3% | 299,426 | $26.7M |
| MetLife Investment Management, LLC | 0.11% | Add +1.2% | 283,541 | $25.3M |
| Aperture Investors, LLC | 2.56% | Reduce -11.0% | 270,566 | $24.1M |
| FMR LLC | 0.00% | Add +962.5% | 269,417 | $24.0M |
| Royce & Associates LP | 0.18% | Reduce -5.2% | 252,199 | $22.5M |
| Kennedy Capital Management LLC | 0.35% | Reduce -2.8% | 222,678 | $19.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.7% | 222,079 | $19.8M |
| Morgan Stanley | 0.00% | Add +55.7% | 218,478 | $19.5M |
| Leeward Investments, LLC - MA | 0.85% | Add +40.0% | 209,025 | $18.7M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -15.3% | 201,486 | $18.0M |
| Jane Street Group, LLC | 0.01% | Reduce -5.5% | 182,632 | $16.3M |
| Susquehanna International Group, LLP | 0.01% | Add +93.5% | 181,107 | $16.2M |
| Citadel Advisors | 0.01% | Add +52.1% | 168,281 | $15.0M |
| Bank of New York Mellon Corp | 0.00% | Add +3.3% | 167,182 | $14.9M |
| Silvercrest Asset Management Group LLC | 0.10% | Reduce -8.3% | 165,273 | $14.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.5% | 151,333 | $13.5M |
| Iat Reinsurance Co. LTD. | 10.65% | No change | 300,000 | $13.4M |
| Point72 Asset Management | 0.02% | Add +106.4% | 145,455 | $13.0M |
| Tudor Investment Corporation | 0.05% | New | 141,953 | $12.7M |
| Mackenzie Financial Corp. | 0.01% | New | 138,268 | $12.3M |
| UBS Group AG | 0.00% | Add +200.6% | 137,859 | $12.3M |
| Intrinsic Edge Capital Management LLC | 1.43% | New | 130,000 | $11.6M |
| Hillsdale Investment Management Inc. | 0.26% | Add +11.5% | 126,040 | $11.2M |
| Castleark Management LLC | 0.30% | Reduce -21.8% | 125,409 | $11.2M |
| Congress Asset Management Co. | 0.07% | Add +78.0% | 125,225 | $11.2M |
| Ceredex Value Advisors LLC | 0.30% | Reduce -19.5% | 119,900 | $10.7M |
| D. E. Shaw & Co. | 0.01% | Add +107.5% | 109,843 | $9.8M |
| Fifth Third Bancorp | 0.02% | Reduce -15.4% | 109,729 | $9.8M |
| Sei Investments Co. | 0.01% | Reduce -36.3% | 99,109 | $8.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -26.5% | 97,433 | $8.7M |
| Public Sector Pension Investment Board | 0.02% | New | 94,566 | $8.4M |
| AQR Capital Management | 0.00% | Add +58.0% | 83,114 | $7.4M |
| American Century Companies Inc. | 0.00% | Add +2.9% | 82,141 | $7.3M |
| JPMorgan Chase & Co. | 0.00% | Add +119.5% | 75,187 | $6.8M |
| Trexquant Investment LP | 0.04% | Reduce -31.2% | 72,014 | $6.4M |
| Swiss National Bank | 0.00% | Add +1.5% | 66,400 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.8% | 64,703 | $5.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +652.6% | 64,251 | $5.7M |
| King Luther Capital Management Corp. | 0.02% | Add +16.5% | 60,939 | $5.4M |
| Royal Bank of Canada | 0.00% | Reduce -6.0% | 60,362 | $5.4M |
| Gabelli Funds LLC | 0.03% | Reduce -24.6% | 56,469 | $5.0M |
| Dark Forest Capital Management LP | 0.32% | Add +33.1% | 55,819 | $5.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.3% | 52,643 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.1% | 52,263 | $4.7M |
| Telemark Asset Management, LLC | 0.32% | New | 50,000 | $4.5M |
| Creative Planning | 0.00% | Add +20.1% | 49,668 | $4.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 52,377 | $4.4M |
| Prudential Financial Inc. | 0.00% | Add +122.6% | 48,684 | $4.3M |
| Granite Investment Partners, LLC | 0.21% | Reduce -23.9% | 46,736 | $4.2M |
| Rhumbline Advisers | 0.00% | Add +2.5% | 45,397 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 44,734 | $4.0M |
| GHP Investment Advisors, Inc. | 0.15% | Add +4.2% | 44,392 | $4.0M |
| New York State Common Retirement Fund | 0.00% | Add +278.0% | 43,017 | $3.8M |
| Algert Global LLC | 0.04% | New | 40,650 | $3.6M |
| Rice Hall James & Associates, LLC | 0.17% | Reduce -10.0% | 40,031 | $3.6M |
| Palisade Capital Management, LP | 0.17% | New | 39,709 | $3.5M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 38,750 | $3.5M |
| Knights of Columbus Asset Advisors LLC | 0.17% | Add +120.4% | 38,268 | $3.4M |
| State of Wisconsin Investment Board | 0.01% | Add +4.0% | 37,271 | $3.3M |
| Squarepoint Ops LLC | 0.01% | Add +56.6% | 36,983 | $3.3M |
| Deutsche Bank AG | 0.00% | Add +18.1% | 34,523 | $3.1M |
| XTX Topco Ltd | 0.04% | Add +55.0% | 34,170 | $3.0M |
| Franklin Resources Inc. | 0.00% | Add +41.2% | 31,776 | $2.8M |
| NFJ Investment Group, LLC | 0.10% | New | 31,541 | $2.8M |
| Lazard Asset Management LLC | 0.00% | Add +2.9% | 31,260 | $2.8M |
| Engineers Gate Manager LP | 0.04% | Add +82.0% | 31,240 | $2.8M |
| Occudo Quantitative Strategies LP | 0.15% | Add +4.4% | 30,760 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +109.1% | 30,627 | $2.7M |
| Bridgeway Capital Management, LLC | 0.05% | Add +100.0% | 30,000 | $2.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +11.1% | 30,000 | $2.7M |
| Pinnacle Associates Ltd. | 0.03% | Add +1.3% | 28,763 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +18.8% | 39,439 | $2.6M |
| Marshall Wace, LLP | 0.00% | Reduce -5.3% | 28,461 | $2.5M |
"% of holder's portfolio" is HLIO's weight in each manager's 13F, not the share of Helios Technologies Inc. the manager owns.