Helios TechnologiesHLIO
13F holders, Q2 2025 (June 30)186holders +3
38new positions
34sold out
9famous investors
$33.37avg. 13F price*
At the end of Q2 2025, 186 institutions reported holding Helios Technologies Inc. (HLIO) in their 13F filings, up 3 from Q1 2025. 38 opened new positions and 34 sold out. The largest holders were Vanguard Group Inc. ($109.2M), BlackRock, Inc. ($83.0M) and Conestoga Capital Advisors, LLC ($65.2M). 9 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Helios Technologies Inc.
- CUSIP
- 42328H109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $81.1M |
| Exits | 34 | $52.4M |
All 13F filers, Q1 2025 → Q2 2025: 5,526,393 shares bought and 6,086,590 shares sold, net −560,197 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| Vanguard Group Inc. | 0.00% | Reduce -0.8% | 3,271,027 | $109.2M |
| BlackRock, Inc. | 0.00% | Add +2.5% | 2,488,084 | $83.0M |
| Conestoga Capital Advisors, LLC | 0.96% | Reduce -0.9% | 1,954,386 | $65.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.3% | 1,571,590 | $52.4M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -19.4% | 1,418,312 | $47.3M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.14% | Add +30.7% | 1,263,213 | $42.2M |
| Wellington Management Group LLP | 0.01% | Add +9.8% | 1,215,523 | $40.6M |
| Sara-Bay Financial | 14.50% | Reduce -0.1% | 1,214,181 | $40.5M |
| Deprince Race & Zollo Inc. | 0.70% | New | 1,010,442 | $33.7M |
| Bank of America Corp. | 0.00% | Add +7.9% | 932,366 | $31.1M |
| Wasatch Advisors LP | 0.14% | Reduce -76.2% | 811,144 | $27.1M |
| State Street Corp. | 0.00% | Add +2.8% | 803,950 | $26.8M |
| Geode Capital Management, LLC | 0.00% | Add +3.4% | 789,981 | $26.4M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +27.5% | 724,184 | $24.2M |
| William Blair Investment Management, LLC | 0.06% | New | 630,387 | $21.0M |
| Vaughan Nelson Investment Management, L.P. | 0.19% | Reduce -23.4% | 605,367 | $20.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +33.1% | 564,393 | $18.8M |
| Neuberger Berman Group LLC | 0.01% | Add +0.3% | 486,386 | $16.2M |
| Janus Henderson Group PLC | 0.01% | Reduce -33.8% | 452,316 | $15.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.9% | 442,184 | $14.8M |
| MetLife Investment Management, LLC | 0.08% | Add +23.3% | 424,828 | $14.2M |
| Ceredex Value Advisors LLC | 0.30% | Add +19.2% | 417,950 | $13.9M |
| Royce & Associates LP | 0.13% | Reduce -11.9% | 385,679 | $12.9M |
| Ameriprise Financial Inc. | 0.00% | Add +7.3% | 367,141 | $12.3M |
| Northern Trust Corp. | 0.00% | Add +3.8% | 324,197 | $10.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.05% | Add +23.0% | 316,449 | $10.6M |
| Iat Reinsurance Co. LTD. | 2.70% | No change | 300,000 | $10.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +102.6% | 291,392 | $9.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +2779.3% | 287,702 | $9.6M |
| Citadel Advisors | 0.01% | Add +10539.4% | 275,987 | $9.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +19825.3% | 261,220 | $8.7M |
| Schroder Investment Management Group | 0.01% | Reduce -0.4% | 235,437 | $7.9M |
| Morgan Stanley | 0.00% | Add +7.5% | 213,353 | $7.1M |
| Nuveen, LLC | 0.00% | Add +127.1% | 196,096 | $6.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -26.1% | 181,161 | $6.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -48.2% | 179,858 | $6.0M |
| Cubist Systematic Strategies, LLC | 0.06% | New | 168,651 | $5.6M |
| Comerica Bank | 0.02% | Reduce -4.0% | 153,972 | $5.1M |
| Granite Investment Partners, LLC | 0.21% | Reduce -2.8% | 127,895 | $4.3M |
| Squarepoint Ops LLC | 0.01% | Add +146.8% | 126,157 | $4.2M |
| Jane Street Group, LLC | 0.01% | Add +105.1% | 116,082 | $3.9M |
| Dark Forest Capital Management LP | 0.15% | Add +365.6% | 108,971 | $3.6M |
| Trexquant Investment LP | 0.04% | New | 105,853 | $3.5M |
| New York State Common Retirement Fund | 0.00% | Reduce -70.5% | 102,791 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Add +117.4% | 100,616 | $3.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +40.7% | 99,835 | $3.3M |
| Renaissance Technologies | 0.00% | Add +58.1% | 98,775 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.1% | 98,538 | $3.3M |
| Gabelli Funds LLC | 0.02% | New | 97,859 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +7.8% | 96,366 | $3.2M |
| Jump Financial, LLC | 0.04% | Add +539.6% | 93,199 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Add +143.0% | 90,426 | $3.0M |
| Voloridge Investment Management, LLC | 0.01% | Add +111.0% | 87,536 | $2.9M |
| Two Sigma Advisers, LP | 0.01% | Reduce -7.0% | 84,400 | $2.8M |
| Frontier Capital Management Co. LLC | 0.03% | Reduce -16.8% | 84,085 | $2.8M |
| American Century Companies Inc. | 0.00% | Add +9.6% | 77,346 | $2.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -29.7% | 74,317 | $2.5M |
| King Luther Capital Management Corp. | 0.01% | No change | 70,733 | $2.4M |
| Rice Hall James & Associates, LLC | 0.12% | Add +21.2% | 67,873 | $2.3M |
| State of Wisconsin Investment Board | 0.01% | New | 67,807 | $2.3M |
| Barclays PLC | 0.00% | Add +45.0% | 65,685 | $2.2M |
| Marshall Wace, LLP | 0.00% | Reduce -63.8% | 64,232 | $2.1M |
| Swiss National Bank | 0.00% | Reduce -1.2% | 63,600 | $2.1M |
| Advantage Alpha Capital Partners LP | 0.57% | Add +11.8% | 62,926 | $2.1M |
| First Trust Advisors LP | 0.00% | Add +99.1% | 62,804 | $2.1M |
| Sei Investments Co. | 0.00% | Reduce -67.8% | 59,665 | $2.0M |
| GAMCO Investors | 0.02% | New | 58,738 | $2.0M |
| Invesco Ltd. | 0.00% | Add +3.1% | 55,325 | $1.8M |
| Rhumbline Advisers | 0.00% | Add +5.2% | 53,359 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +3.2% | 51,312 | $1.7M |
| Engineers Gate Manager LP | 0.02% | Add +321.1% | 49,906 | $1.7M |
| UBS Group AG | 0.00% | Reduce -56.3% | 49,040 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Reduce -30.9% | 47,388 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +3.1% | 45,411 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -13.0% | 44,276 | $1.5M |
| GHP Investment Advisors, Inc. | 0.06% | Reduce -1.7% | 39,215 | $1.3M |
| Legal & General Group Plc | 0.00% | Reduce -0.9% | 37,741 | $1.3M |
| Alliancebernstein L.P. | 0.00% | No change | 36,850 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.2% | 36,829 | $1.2M |
| Millennium Management | 0.00% | Reduce -54.0% | 35,081 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Add +80.0% | 31,926 | $1.1M |
| Tudor Investment Corporation | 0.01% | New | 31,856 | $1.1M |
| Quantbot Technologies LP | 0.03% | Add +89.4% | 31,668 | $1.1M |
| EntryPoint Capital, LLC | 0.52% | Add +170.1% | 31,328 | $1.0M |
| Creative Planning | 0.00% | New | 31,062 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +1451.7% | 30,832 | $1.0M |
| California State Teachers Retirement System | 0.00% | Reduce -1.2% | 30,705 | $1.0M |
| AQR Capital Management | 0.00% | New | 28,628 | $955K |
| Freestone Grove Partners LP | 0.01% | New | 27,910 | $931K |
| Aquatic Capital Management LLC | 0.02% | Add +141.8% | 26,811 | $895K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 25,421 | $848K |
| Verition Fund Management LLC | 0.01% | Add +96.6% | 25,382 | $847K |
| Aigen Investment Management, LP | 0.11% | New | 23,951 | $799K |
| FMR LLC | 0.00% | Add +5779.2% | 23,752 | $793K |
| HRT Financial LP | 0.00% | New | 22,541 | $752K |
| Deutsche Bank AG | 0.00% | Reduce -21.2% | 22,431 | $749K |
| Dynamic Technology Lab Private Ltd | 0.10% | Add +34.5% | 22,300 | $744K |
| Wells Fargo & Company | 0.00% | Add +23.0% | 21,437 | $715K |
| Gsa Capital Partners LLP | 0.05% | Add +15.3% | 19,596 | $654K |
| Ostrum Asset Management | 0.03% | Reduce -7.5% | 18,720 | $625K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -56.0% | 18,368 | $613K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.0% | 18,184 | $607K |
| XTX Topco Ltd | 0.02% | Add +66.5% | 17,804 | $594K |
| DRW Securities, LLC | 0.04% | New | 17,484 | $583K |
| Point72 Asset Management | 0.00% | New | 16,799 | $561K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.6% | 16,760 | $559K |
| Citigroup Inc. | 0.00% | Reduce -45.4% | 15,435 | $515K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 14,169 | $474K |
| US Bancorp \de | 0.00% | Add +17.3% | 13,479 | $450K |
| Intech Investment Management LLC | 0.00% | Reduce -40.9% | 13,414 | $448K |
| Captrust Financial Advisors | 0.00% | New | 13,395 | $447K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.2% | 11,973 | $400K |
| Inspire Investing, LLC | 0.04% | Add +9.3% | 11,682 | $390K |
| Petrus Trust Company, LTA | 0.04% | Reduce -23.7% | 11,229 | $375K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 10,993 | $367K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +19.1% | 10,916 | $364K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 10,025 | $335K |
| Glenmede Investment Management, LP | 0.00% | — | 9,928 | $331K |
| Arizona State Retirement System | 0.00% | Add +1.9% | 9,717 | $324K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.5% | 9,390 | $313K |
| Voya Investment Management LLC | 0.00% | Add +1.0% | 9,354 | $312K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,295 | $310K |
| ExodusPoint Capital Management, LP | 0.00% | New | 8,661 | $289K |
| Central Pacific Bank - Trust Division | 0.04% | Add +30.9% | 8,503 | $284K |
| Qube Research & Technologies Ltd | 0.00% | New | 8,370 | $279K |
| Quantinno Capital Management LP | 0.00% | New | 8,345 | $278K |
| Gotham Asset Management | 0.00% | Reduce -0.4% | 7,553 | $252K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 7,136 | $238K |
| Aviance Capital Partners, LLC | 0.03% | No change | 7,087 | $236K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.2% | 6,924 | $231K |
| ProShare Advisors LLC | 0.00% | Reduce -5.5% | 6,804 | $227K |
| Brevan Howard Capital Management LP | 0.00% | New | 6,694 | $223K |
| Clean Yield Group | 0.06% | Reduce -33.1% | 6,457 | $215K |
| Jain Global LLC | 0.00% | Reduce -24.8% | 6,300 | $210K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -14.9% | 6,300 | $210K |
| AlphaQuest LLC | 0.02% | New | 5,243 | $175K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,187 | $173K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +39.3% | 4,239 | $141K |
| Truvestments Capital LLC | 0.03% | No change | 3,750 | $125K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,750 | $125K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,258 | $109K |
| Point72 (DIFC) Ltd | 0.00% | New | 1,824 | $61K |
| Cwm, LLC | 0.00% | Add +1276.7% | 1,652 | $55K |
| Osaic Holdings, Inc. | 0.00% | Add +0.9% | 1,520 | $51K |
| State of Wyoming | 0.01% | Reduce -59.9% | 1,502 | $50K |
| Amalgamated Bank | 0.00% | No change | 1,169 | $39K |
| Lazard Asset Management LLC | 0.00% | No change | 1,124 | $37K |
| Versant Capital Management, Inc | 0.01% | Add +398.6% | 1,077 | $36K |
| Fifth Third Bancorp | 0.00% | Reduce -6.7% | 975 | $33K |
| Sterling Capital Management LLC | 0.00% | Add +337.1% | 896 | $30K |
| Public Employees Retirement System of Ohio | 0.00% | Add +13.6% | 675 | $23K |
| Allworth Financial LP | 0.00% | Add +28.3% | 517 | $17K |
| Signaturefd, LLC | 0.00% | Add +16.0% | 486 | $16K |
| Avalon Trust Co | 0.00% | No change | 400 | $13K |
| Creative Financial Designs Inc. | 0.00% | New | 321 | $11K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.1% | 287 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 271 | $9K |
| Brooklyn Investment Group | 0.00% | New | 256 | $9K |
| Barrett & Company, Inc. | 0.00% | New | 250 | $8K |
| Huntington National Bank | 0.00% | New | 171 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 170 | $6K |
| Salomon & Ludwin, LLC | 0.00% | No change | 150 | $5K |
| GAMMA Investing LLC | 0.00% | Add +5.5% | 153 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +18.0% | 144 | $5K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 151 | $5K |
| Quarry LP | 0.00% | Reduce -89.2% | 111 | $4K |
| Rothschild Investment LLC | 0.00% | Add +266.7% | 110 | $4K |
| Jones Financial Companies LLLP | 0.00% | Reduce -23.1% | 100 | $3K |
| Simplex Trading, LLC | 0.00% | New | 116 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 88 | $3K |
| Arax Advisory Partners | 0.00% | New | 60 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 56 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1700.0% | 54 | $2K |
| Decker Retirement Planning Inc. | 0.00% | New | 41 | $1K |
| MAI Capital Management | 0.00% | New | 31 | $1K |
| Covestor Ltd | 0.00% | Add +21.4% | 17 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +3.6% | 29 | $968 |
| Essential Partners LLC | 0.00% | — | 26 | $868 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 24 | $801 |
| Bare Financial Services, Inc | 0.00% | New | 22 | $734 |
| Larson Financial Group LLC | 0.00% | New | 20 | $667 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -55.8% | 19 | $635 |
| True Wealth Design, LLC | 0.00% | Add +75.0% | 14 | $468 |
| Bell Investment Advisors, Inc | 0.00% | No change | 10 | $334 |
| Farther Finance Advisors, LLC | 0.00% | No change | 5 | $167 |
| National Bank of Canada | 0.00% | No change | 1 | $33 |
"% of holder's portfolio" is HLIO's weight in each manager's 13F, not the share of Helios Technologies Inc. the manager owns.