Helios TechnologiesHLIO
13F holders, Q4 2024 (December 31)172holders −5
17new positions
22sold out
3famous investors
$44.62avg. 13F price*
At the end of Q4 2024, 172 institutions reported holding Helios Technologies Inc. (HLIO) in their 13F filings, down 5 from Q3 2024. 17 opened new positions and 22 sold out. The largest holders were Wasatch Advisors LP ($158.3M), Vanguard Group Inc. ($148.6M) and BlackRock, Inc. ($109.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Helios Technologies Inc.
- CUSIP
- 42328H109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $7.7M |
| Exits | 22 | $7.0M |
All 13F filers, Q3 2024 → Q4 2024: 2,625,054 shares bought and 1,588,635 shares sold, net +1,036,419 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 172 holders
| Wasatch Advisors LP | 0.78% | Add +0.1% | 3,545,604 | $158.3M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 3,328,127 | $148.6M |
| BlackRock, Inc. | 0.00% | Add +0.0% | 2,443,507 | $109.1M |
| Conestoga Capital Advisors, LLC | 1.18% | Add +15.5% | 1,986,528 | $88.7M |
| Thrivent Financial for Lutherans | 0.16% | Add +1.2% | 1,841,823 | $82.2M |
| Brown Capital Management LLC | 1.58% | Reduce -15.6% | 1,530,748 | $68.3M |
| Wellington Management Group LLP | 0.01% | Reduce -27.7% | 1,463,265 | $65.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +5.8% | 1,438,786 | $64.2M |
| Sara-Bay Financial | 20.05% | Add +25.5% | 1,217,467 | $54.1M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.15% | Reduce -4.1% | 957,983 | $42.8M |
| State Street Corp. | 0.00% | Add +2.1% | 790,351 | $35.3M |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 784,509 | $35.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 750,472 | $33.5M |
| Vaughan Nelson Investment Management, L.P. | 0.30% | Add +5804.4% | 720,925 | $32.2M |
| Janus Henderson Group PLC | 0.01% | Add +0.9% | 637,703 | $28.5M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +0.4% | 569,169 | $25.4M |
| Bank of New York Mellon Corp | 0.00% | Add +18.5% | 519,531 | $23.2M |
| Neuberger Berman Group LLC | 0.02% | Add +2.0% | 488,900 | $21.8M |
| Voya Investment Management LLC | 0.02% | Add +25.1% | 450,429 | $20.1M |
| Royce & Associates LP | 0.18% | Add +11.9% | 434,799 | $19.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.3% | 398,899 | $17.8M |
| New York State Common Retirement Fund | 0.02% | No change | 393,323 | $17.6M |
| Mesirow Institutional Investment Management, Inc. | 1.14% | Add +25.0% | 332,729 | $14.9M |
| Northern Trust Corp. | 0.00% | Add +9.4% | 322,472 | $14.4M |
| Iat Reinsurance Co. LTD. | 3.13% | No change | 300,000 | $13.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +362.8% | 249,738 | $11.1M |
| Schroder Investment Management Group | 0.01% | Reduce -23.9% | 246,746 | $11.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.05% | Reduce -18.9% | 231,675 | $10.3M |
| Ceredex Value Advisors LLC | 0.20% | Add +150.2% | 219,900 | $9.8M |
| Sei Investments Co. | 0.01% | Add +5.8% | 187,176 | $8.4M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -0.5% | 185,459 | $8.3M |
| Frontier Capital Management Co. LLC | 0.08% | Reduce -39.0% | 180,890 | $8.1M |
| Raymond James Financial Inc. | 0.00% | — | 172,389 | $7.7M |
| Comerica Bank | 0.03% | Add +1.3% | 161,610 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Add +16.8% | 157,551 | $7.0M |
| UBS Group AG | 0.00% | Add +567.6% | 156,755 | $7.0M |
| Keeley-Teton Advisors, LLC | 0.79% | Reduce -2.1% | 152,507 | $6.8M |
| Morgan Stanley | 0.00% | Reduce -11.7% | 151,282 | $6.8M |
| Granite Investment Partners, LLC | 0.27% | Reduce -15.1% | 139,849 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.6% | 125,896 | $5.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -0.7% | 116,450 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Add +94.4% | 115,542 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +165.7% | 93,463 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -2.9% | 88,835 | $4.0M |
| Marshall Wace, LLP | 0.01% | Reduce -23.6% | 88,470 | $3.9M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.3% | 86,348 | $3.9M |
| Norges Bank | 0.00% | Reduce -22.7% | 86,297 | $3.9M |
| Two Sigma Advisers, LP | 0.01% | Reduce -5.3% | 84,300 | $3.8M |
| King Luther Capital Management Corp. | 0.01% | Add +0.4% | 70,733 | $3.2M |
| Swiss National Bank | 0.00% | No change | 65,100 | $2.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.9% | 61,895 | $2.8M |
| Barclays PLC | 0.00% | Add +6.9% | 61,408 | $2.7M |
| American Century Companies Inc. | 0.00% | Add +23.5% | 59,816 | $2.7M |
| Invesco Ltd. | 0.00% | Add +3.9% | 56,699 | $2.5M |
| Natixis Advisors, LLC | 0.00% | New | 55,151 | $2.5M |
| Rhumbline Advisers | 0.00% | Add +1.5% | 50,612 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 49,936 | $2.2M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -54.7% | 44,648 | $2.0M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -12.6% | 42,591 | $1.9M |
| Advantage Alpha Capital Partners LP | 0.45% | Reduce -7.2% | 42,351 | $1.9M |
| Sapience Investments, LLC | 1.03% | Reduce -14.1% | 39,447 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +49.0% | 39,204 | $1.8M |
| GHP Investment Advisors, Inc. | 0.08% | Add +4.0% | 38,720 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Add +0.1% | 36,892 | $1.6M |
| Legal & General Group Plc | 0.00% | Add +8.0% | 36,483 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +2.9% | 31,688 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +51.6% | 31,174 | $1.4M |
| California State Teachers Retirement System | 0.00% | Reduce -1.0% | 31,066 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.7% | 30,790 | $1.4M |
| Citigroup Inc. | 0.00% | Add +16.9% | 29,891 | $1.3M |
| First Trust Advisors LP | 0.00% | Add +133.3% | 29,715 | $1.3M |
| Renaissance Technologies | 0.00% | New | 24,175 | $1.1M |
| Cardinal Capital Management | 0.16% | Add +4.5% | 23,219 | $1.0M |
| MetLife Investment Management, LLC | 0.00% | Add +5.8% | 20,338 | $908K |
| Dynamic Technology Lab Private Ltd | 0.15% | New | 20,280 | $905K |
| Jane Street Group, LLC | 0.00% | Reduce -19.6% | 18,982 | $847K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.5% | 18,909 | $844K |
| Trexquant Investment LP | 0.01% | New | 17,455 | $779K |
| Natixis Investment Managers International | 0.06% | New | 17,070 | $762K |
| Wells Fargo & Company | 0.00% | Add +43.2% | 17,055 | $761K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 16,531 | $738K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.7% | 16,087 | $718K |
| Intech Investment Management LLC | 0.01% | Add +214.6% | 14,790 | $660K |
| HSBC Holdings PLC | 0.00% | New | 14,323 | $638K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 14,169 | $632K |
| SG Americas Securities, LLC | 0.00% | Add +16.0% | 13,479 | $602K |
| Brown Advisory Inc. | 0.00% | No change | 12,273 | $548K |
| Commonwealth Equity Services, LLC | 0.00% | New | 11,577 | $517K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -41.3% | 11,417 | $510K |
| Clean Yield Group | 0.16% | Reduce -1.4% | 10,969 | $490K |
| Glenmede Trust Co. NA | 0.00% | Reduce -9.5% | 10,141 | $453K |
| First Hawaiian Bank | 0.01% | No change | 10,029 | $448K |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 10,025 | $448K |
| Arizona State Retirement System | 0.00% | Add +1.0% | 9,642 | $430K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.2% | 9,522 | $425K |
| Procyon Advisors, LLC | 0.03% | Reduce -12.0% | 9,468 | $423K |
| ProShare Advisors LLC | 0.00% | Add +49.0% | 9,364 | $418K |
| Handelsbanken Fonder AB | 0.00% | Add +20.6% | 9,358 | $418K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,295 | $415K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +71.7% | 9,169 | $409K |
| Citadel Advisors | 0.00% | Reduce -74.7% | 9,038 | $403K |
| Inspire Investing, LLC | 0.04% | Add +3.5% | 8,955 | $400K |
| Numerai GP LLC | 0.10% | Reduce -77.2% | 7,937 | $354K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 7,926 | $354K |
| Sherbrooke Park Advisers LLC | 0.11% | Reduce -38.9% | 7,750 | $346K |
| EntryPoint Capital, LLC | 0.14% | Reduce -27.4% | 7,606 | $340K |
| KLP Kapitalforvaltning As | 0.00% | — | 7,400 | $330K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 7,136 | $319K |
| D. E. Shaw & Co. | 0.00% | Reduce -70.7% | 7,113 | $318K |
| Aviance Capital Partners, LLC | 0.04% | No change | 7,087 | $316K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,048 | $315K |
| Empower Advisory Group, LLC | 0.00% | Add +10.0% | 6,765 | $302K |
| US Bancorp \de | 0.00% | Add +321.2% | 6,705 | $299K |
| Wrapmanager Inc. | 0.07% | Reduce -21.4% | 6,502 | $290K |
| Central Pacific Bank - Trust Division | 0.04% | No change | 6,498 | $290K |
| Squarepoint Ops LLC | 0.00% | Add +2.5% | 6,193 | $276K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,187 | $232K |
| Dark Forest Capital Management LP | 0.03% | New | 4,802 | $214K |
| BNP Paribas Financial Markets | 0.00% | Reduce -69.3% | 4,022 | $180K |
| Truvestments Capital LLC | 0.04% | No change | 3,750 | $167K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,750 | $167K |
| Aquatic Capital Management LLC | 0.00% | Add +148.8% | 3,732 | $167K |
| State of Wyoming | 0.02% | Reduce -17.1% | 3,600 | $161K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,258 | $145K |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.5% | 1,495 | $67K |
| Amundi | 0.00% | Reduce -35.6% | 1,408 | $65K |
| Amalgamated Bank | 0.00% | No change | 1,165 | $52K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.9% | 1,124 | $50K |
| Fifth Third Bancorp | 0.00% | Reduce -5.5% | 1,049 | $47K |
| FMR LLC | 0.00% | Add +3.4% | 942 | $42K |
| Signaturefd, LLC | 0.00% | Add +71.8% | 687 | $31K |
| Public Employees Retirement System of Ohio | 0.00% | Add +34.9% | 530 | $24K |
| Creative Planning | 0.00% | New | 485 | $22K |
| Avalon Trust Co | 0.00% | No change | 400 | $18K |
| Spartan Fund Management Inc. | 0.06% | New | 9,000 | $18K |
| Sterling Capital Management LLC | 0.00% | Add +501.7% | 361 | $16K |
| Cwm, LLC | 0.00% | Add +16.4% | 277 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.0% | 248 | $11K |
| Quarry LP | 0.00% | New | 202 | $9K |
| GAMMA Investing LLC | 0.00% | Add +329.6% | 189 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 170 | $8K |
| Arax Advisory Partners | 0.00% | Reduce -2.4% | 161 | $7K |
| Salomon & Ludwin, LLC | 0.00% | No change | 150 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.4% | 138 | $6K |
| Versant Capital Management, Inc | 0.00% | Add +1230.0% | 133 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Add +11.3% | 118 | $5K |
| Caldwell Trust Co | 0.00% | No change | 105 | $5K |
| Venturi Wealth Management, LLC | 0.00% | No change | 101 | $5K |
| Jones Financial Companies LLLP | 0.00% | Reduce -52.6% | 100 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 88 | $4K |
| Allworth Financial LP | 0.00% | Reduce -18.1% | 59 | $3K |
| Parallel Advisors, LLC | 0.00% | New | 46 | $2K |
| Bessemer Group Inc. | 0.00% | No change | 50 | $2K |
| Mather Group, Llc. | 0.00% | Reduce -33.9% | 43 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 40 | $2K |
| MAI Capital Management | 0.00% | New | 35 | $2K |
| Rothschild Investment LLC | 0.00% | Add +20.0% | 30 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 28 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 18 | $804 |
| First Horizon Advisors, Inc. | 0.00% | No change | 15 | $673 |
| JFS Wealth Advisors, LLC | 0.00% | Add +600.0% | 14 | $625 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 12 | $536 |
| Farther Finance Advisors, LLC | 0.00% | No change | 11 | $491 |
| Bell Investment Advisors, Inc | 0.00% | No change | 10 | $447 |
| Quadrant Capital Group LLC | 0.00% | No change | 7 | $313 |
| SJS Investment Consulting Inc. | 0.00% | Add +200.0% | 6 | $268 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +200.0% | 6 | $268 |
| National Bank of Canada | 0.00% | No change | 1 | $45 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $45 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $45 |
| Hemington Wealth Management | 0.00% | Add +266.7% | 11 | $0 |
| Covestor Ltd | 0.00% | Add +50.0% | 9 | $0 |
"% of holder's portfolio" is HLIO's weight in each manager's 13F, not the share of Helios Technologies Inc. the manager owns.