Helios TechnologiesHLIO
13F holders, Q1 2025 (March 31)183holders +11
30new positions
17sold out
5famous investors
$32.11avg. 13F price*
At the end of Q1 2025, 183 institutions reported holding Helios Technologies Inc. (HLIO) in their 13F filings, up 11 from Q4 2024. 30 opened new positions and 17 sold out. The largest holders were Wasatch Advisors LP ($109.3M), Vanguard Group Inc. ($105.8M) and BlackRock, Inc. ($77.9M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Helios Technologies Inc.
- CUSIP
- 42328H109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $13.2M |
| Exits | 17 | $3.1M |
All 13F filers, Q4 2024 → Q1 2025: 2,120,018 shares bought and 2,076,650 shares sold, net +43,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 183 holders
| Wasatch Advisors LP | 0.61% | Reduce -3.9% | 3,407,368 | $109.3M |
| Vanguard Group Inc. | 0.00% | Reduce -1.0% | 3,296,258 | $105.8M |
| BlackRock, Inc. | 0.00% | Reduce -0.7% | 2,427,341 | $77.9M |
| Conestoga Capital Advisors, LLC | 0.95% | Reduce -0.8% | 1,971,463 | $63.3M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -4.5% | 1,758,635 | $56.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.7% | 1,506,946 | $48.4M |
| Sara-Bay Financial | 17.29% | Reduce -0.2% | 1,215,181 | $39.2M |
| Brown Capital Management LLC | 1.14% | Reduce -23.2% | 1,175,408 | $37.7M |
| Wellington Management Group LLP | 0.01% | Reduce -24.4% | 1,106,921 | $35.5M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.11% | Add +0.9% | 966,419 | $31.0M |
| Bank of America Corp. | 0.00% | Add +10.2% | 864,184 | $27.7M |
| Vaughan Nelson Investment Management, L.P. | 0.25% | Add +9.6% | 789,915 | $25.3M |
| State Street Corp. | 0.00% | Reduce -1.0% | 782,120 | $25.1M |
| Geode Capital Management, LLC | 0.00% | Add +1.8% | 763,883 | $24.5M |
| Janus Henderson Group PLC | 0.01% | Add +7.2% | 683,321 | $22.1M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -0.2% | 568,017 | $18.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.8% | 484,954 | $15.6M |
| Royce & Associates LP | 0.15% | Add +0.7% | 437,629 | $14.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.8% | 429,860 | $13.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +69.8% | 424,039 | $13.6M |
| Ceredex Value Advisors LLC | 0.25% | Add +59.4% | 350,500 | $11.2M |
| New York State Common Retirement Fund | 0.02% | Reduce -11.4% | 348,448 | $11.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -33.1% | 347,407 | $11.1M |
| MetLife Investment Management, LLC | 0.06% | Add +1593.9% | 344,505 | $11.1M |
| Ameriprise Financial Inc. | 0.00% | Add +117.1% | 342,065 | $11.0M |
| Northern Trust Corp. | 0.00% | Reduce -3.2% | 312,283 | $10.0M |
| Iat Reinsurance Co. LTD. | 2.25% | No change | 300,000 | $9.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.04% | Add +11.0% | 257,251 | $8.3M |
| Raymond James Financial Inc. | 0.00% | Add +42.3% | 245,274 | $7.9M |
| Schroder Investment Management Group | 0.01% | Reduce -4.2% | 236,315 | $7.6M |
| Morgan Stanley | 0.00% | Add +31.2% | 198,450 | $6.4M |
| Sei Investments Co. | 0.01% | Reduce -1.1% | 185,111 | $5.9M |
| Silvercrest Asset Management Group LLC | 0.04% | Reduce -0.3% | 184,917 | $5.9M |
| Marshall Wace, LLP | 0.01% | Add +100.5% | 177,357 | $5.7M |
| Comerica Bank | 0.02% | Reduce -0.8% | 160,347 | $5.1M |
| Keeley-Teton Advisors, LLC | 0.62% | Add +4.5% | 159,336 | $5.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.2% | 143,810 | $4.6M |
| Granite Investment Partners, LLC | 0.21% | Reduce -6.0% | 131,514 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +30.3% | 121,779 | $3.9M |
| UBS Group AG | 0.00% | Reduce -28.4% | 112,212 | $3.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -9.2% | 105,697 | $3.4M |
| Frontier Capital Management Co. LLC | 0.04% | Reduce -44.1% | 101,032 | $3.2M |
| Two Sigma Advisers, LP | 0.01% | Add +7.6% | 90,700 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +0.6% | 89,391 | $2.9M |
| Nuveen, LLC | 0.00% | — | 86,348 | $2.8M |
| Millennium Management | 0.00% | New | 76,233 | $2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +14.6% | 70,936 | $2.3M |
| King Luther Capital Management Corp. | 0.01% | No change | 70,733 | $2.3M |
| American Century Companies Inc. | 0.00% | Add +17.9% | 70,549 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +24.3% | 68,553 | $2.2M |
| Swiss National Bank | 0.00% | Reduce -1.1% | 64,400 | $2.1M |
| Renaissance Technologies | 0.00% | Add +158.4% | 62,475 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +198.2% | 56,606 | $1.8M |
| Advantage Alpha Capital Partners LP | 0.44% | Add +32.9% | 56,295 | $1.8M |
| Rice Hall James & Associates, LLC | 0.11% | New | 55,984 | $1.8M |
| Invesco Ltd. | 0.00% | Reduce -5.4% | 53,653 | $1.7M |
| Norges Bank | 0.00% | Reduce -40.6% | 51,234 | $1.6M |
| Squarepoint Ops LLC | 0.00% | Add +725.4% | 51,115 | $1.6M |
| Balyasny Asset Management L.P. | 0.00% | New | 50,883 | $1.6M |
| Rhumbline Advisers | 0.00% | Add +0.2% | 50,700 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -0.4% | 49,726 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Add +550.7% | 46,282 | $1.5M |
| Barclays PLC | 0.00% | Reduce -26.2% | 45,303 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +12.4% | 44,054 | $1.4M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -2.1% | 41,705 | $1.3M |
| Voloridge Investment Management, LLC | 0.00% | Reduce -7.1% | 41,483 | $1.3M |
| GHP Investment Advisors, Inc. | 0.06% | Add +3.0% | 39,877 | $1.3M |
| Legal & General Group Plc | 0.00% | Add +4.3% | 38,069 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.8% | 37,215 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 36,850 | $1.2M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +9.3% | 34,639 | $1.1M |
| Sapience Investments, LLC | 0.77% | Reduce -15.4% | 33,378 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.6% | 33,134 | $1.1M |
| First Trust Advisors LP | 0.00% | Add +6.2% | 31,548 | $1.0M |
| California State Teachers Retirement System | 0.00% | No change | 31,066 | $997K |
| Deutsche Bank AG | 0.00% | Reduce -8.7% | 28,451 | $913K |
| Citigroup Inc. | 0.00% | Reduce -5.5% | 28,248 | $906K |
| Cardinal Capital Management | 0.13% | Add +9.0% | 25,310 | $812K |
| Credit Agricole S A | 0.00% | New | 25,000 | $802K |
| Semanteon Capital Management, LP | 0.43% | New | 24,919 | $800K |
| Dark Forest Capital Management LP | 0.03% | Add +387.4% | 23,404 | $751K |
| Intech Investment Management LLC | 0.01% | Add +53.5% | 22,710 | $729K |
| Ostrum Asset Management | 0.03% | New | 20,235 | $649K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 19,771 | $634K |
| Pinnacle Associates Ltd. | 0.01% | Add +55.4% | 17,742 | $569K |
| Wells Fargo & Company | 0.00% | Add +2.2% | 17,433 | $559K |
| Gsa Capital Partners LLP | 0.05% | New | 16,991 | $545K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.8% | 16,860 | $541K |
| Quantbot Technologies LP | 0.02% | New | 16,717 | $536K |
| Dynamic Technology Lab Private Ltd | 0.08% | Reduce -18.3% | 16,576 | $532K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 16,290 | $523K |
| Petrus Trust Company, LTA | 0.04% | New | 14,717 | $472K |
| Jump Financial, LLC | 0.01% | New | 14,572 | $468K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 14,169 | $456K |
| Verition Fund Management LLC | 0.00% | New | 12,908 | $414K |
| Engineers Gate Manager LP | 0.01% | New | 11,852 | $380K |
| EntryPoint Capital, LLC | 0.17% | Add +52.5% | 11,601 | $372K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 11,598 | $372K |
| US Bancorp \de | 0.00% | Add +71.4% | 11,495 | $369K |
| Aster Capital Management (DIFC) Ltd | 0.07% | New | 9,227 | $364K |
| Aquatic Capital Management LLC | 0.01% | Add +197.1% | 11,089 | $356K |
| XTX Topco Ltd | 0.02% | New | 10,693 | $343K |
| Inspire Investing, LLC | 0.04% | Add +19.4% | 10,688 | $343K |
| Glenmede Trust Co. NA | 0.00% | Add +1.5% | 10,290 | $330K |
| Procyon Advisors, LLC | 0.02% | Add +8.4% | 10,267 | $329K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 10,025 | $322K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 9,992 | $321K |
| SG Americas Securities, LLC | 0.00% | Reduce -26.9% | 9,859 | $316K |
| Clean Yield Group | 0.10% | Reduce -12.0% | 9,657 | $310K |
| Arizona State Retirement System | 0.00% | Reduce -1.1% | 9,536 | $306K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.9% | 9,435 | $303K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,358 | $300K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,295 | $298K |
| Voya Investment Management LLC | 0.00% | Reduce -97.9% | 9,260 | $297K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,169 | $294K |
| Sherbrooke Park Advisers LLC | 0.14% | Add +16.9% | 9,062 | $291K |
| Jain Global LLC | 0.01% | New | 8,382 | $269K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -2.3% | 7,746 | $249K |
| Gotham Asset Management | 0.00% | New | 7,580 | $243K |
| KLP Kapitalforvaltning As | 0.00% | No change | 7,400 | $237K |
| Cibc World Markets Corp. | 0.00% | New | 7,378 | $237K |
| ProShare Advisors LLC | 0.00% | Reduce -23.1% | 7,198 | $231K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 7,136 | $229K |
| Aviance Capital Partners, LLC | 0.03% | No change | 7,087 | $227K |
| EP Wealth Advisors, LLC | 0.00% | New | 7,077 | $227K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 7,048 | $226K |
| Empower Advisory Group, LLC | 0.00% | No change | 6,765 | $217K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 6,498 | $209K |
| Olympiad Research LP | 0.24% | New | 6,426 | $206K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,187 | $166K |
| Truvestments Capital LLC | 0.03% | No change | 3,750 | $120K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,750 | $120K |
| State of Wyoming | 0.02% | Add +4.1% | 3,748 | $120K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,258 | $105K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +170.7% | 3,043 | $98K |
| Citadel Advisors | 0.00% | Reduce -71.3% | 2,594 | $83K |
| BNP Paribas Financial Markets | 0.00% | Reduce -50.6% | 1,987 | $64K |
| Osaic Holdings, Inc. | 0.00% | Add +0.8% | 1,507 | $48K |
| Russell Investments Group, Ltd. | 0.00% | Add +7183.3% | 1,311 | $42K |
| Amundi | 0.00% | Add +1.1% | 1,424 | $39K |
| Amalgamated Bank | 0.00% | Add +0.3% | 1,169 | $38K |
| Lazard Asset Management LLC | 0.00% | New | 1,124 | $36K |
| Fifth Third Bancorp | 0.00% | Reduce -0.4% | 1,045 | $34K |
| Quarry LP | 0.01% | Add +406.4% | 1,023 | $33K |
| KBC Group NV | 0.00% | New | 805 | $26K |
| Public Employees Retirement System of Ohio | 0.00% | Add +12.1% | 594 | $19K |
| Signaturefd, LLC | 0.00% | Reduce -39.0% | 419 | $13K |
| FMR LLC | 0.00% | Reduce -57.1% | 404 | $13K |
| Avalon Trust Co | 0.00% | No change | 400 | $13K |
| Allworth Financial LP | 0.00% | Add +583.0% | 403 | $11K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.4% | 237 | $8K |
| Coldstream Capital Management Inc. | 0.00% | New | 226 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +62.4% | 216 | $7K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.2% | 205 | $7K |
| Salomon & Ludwin, LLC | 0.00% | No change | 150 | $5K |
| GAMMA Investing LLC | 0.00% | Reduce -23.3% | 145 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 170 | $4K |
| Jones Financial Companies LLLP | 0.00% | Add +30.0% | 130 | $4K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -11.6% | 122 | $4K |
| Cwm, LLC | 0.00% | Reduce -56.7% | 120 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 88 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -30.5% | 82 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Add +53.6% | 43 | $1K |
| Mather Group, Llc. | 0.00% | No change | 43 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 30 | $963 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 28 | $899 |
| NewEdge Advisors, LLC | 0.00% | New | 28 | $899 |
| First Horizon Advisors, Inc. | 0.00% | No change | 15 | $485 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 14 | $450 |
| Bell Investment Advisors, Inc | 0.00% | No change | 10 | $321 |
| Stephens Consulting, LLC | 0.00% | New | 10 | $321 |
| Parkside Financial Bank & Trust | 0.00% | New | 10 | $321 |
| True Wealth Design, LLC | 0.00% | New | 8 | $257 |
| CoreCap Advisors, LLC | 0.00% | New | 7 | $225 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -54.5% | 5 | $156 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -50.0% | 3 | $97 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 3 | $96 |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 3 | $96 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -83.3% | 1 | $33 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $33 |
| National Bank of Canada | 0.00% | No change | 1 | $32 |
| Hemington Wealth Management | 0.00% | Add +18.2% | 13 | $0 |
| Covestor Ltd | 0.00% | Add +55.6% | 14 | $0 |
"% of holder's portfolio" is HLIO's weight in each manager's 13F, not the share of Helios Technologies Inc. the manager owns.