Helios TechnologiesHLIO
13F holders, Q3 2025 (September 30)201holders +15
43new positions
28sold out
6famous investors
$52.14avg. 13F price*
At the end of Q3 2025, 201 institutions reported holding Helios Technologies Inc. (HLIO) in their 13F filings, up 15 from Q2 2025. 43 opened new positions and 28 sold out. The largest holders were Vanguard Group Inc. ($166.4M), BlackRock, Inc. ($128.2M) and Conestoga Capital Advisors, LLC ($86.5M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Helios Technologies Inc.
- CUSIP
- 42328H109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $135.3M |
| Exits | 28 | $26.7M |
All 13F filers, Q2 2025 → Q3 2025: 4,543,569 shares bought and 3,370,666 shares sold, net +1,172,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 201 holders
| Vanguard Group Inc. | 0.00% | Reduce -2.4% | 3,192,859 | $166.4M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 2,460,072 | $128.2M |
| Conestoga Capital Advisors, LLC | 1.39% | Reduce -15.1% | 1,660,024 | $86.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.5% | 1,626,796 | $84.8M |
| Thrivent Financial for Lutherans | 0.16% | Add +7.9% | 1,530,525 | $79.8M |
| Sara-Bay Financial | 17.60% | Reduce -0.6% | 1,206,514 | $62.9M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.19% | Reduce -7.6% | 1,167,469 | $60.9M |
| Wellington Management Group LLP | 0.01% | Reduce -23.5% | 929,681 | $48.5M |
| Wasatch Advisors LP | 0.24% | Add +5.4% | 854,711 | $44.6M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +17.0% | 847,365 | $44.2M |
| Deprince Race & Zollo Inc. | 0.89% | Reduce -16.3% | 846,258 | $44.1M |
| State Street Corp. | 0.00% | Add +0.6% | 809,059 | $42.2M |
| Bank of America Corp. | 0.00% | Reduce -15.3% | 789,917 | $41.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.2% | 788,071 | $41.1M |
| Vaughan Nelson Investment Management, L.P. | 0.37% | Add +28.1% | 775,417 | $40.4M |
| ACK Asset Management LLC | 5.02% | New | 770,000 | $40.1M |
| Kennedy Capital Management LLC | 0.87% | New | 757,786 | $39.5M |
| William Blair Investment Management, LLC | 0.10% | Add +16.7% | 735,721 | $38.4M |
| Neuberger Berman Group LLC | 0.03% | Add +45.9% | 709,464 | $37.0M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +106.6% | 594,361 | $31.0M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -0.3% | 562,578 | $29.3M |
| Ameriprise Financial Inc. | 0.01% | Add +45.6% | 534,505 | $27.9M |
| Janus Henderson Group PLC | 0.01% | Add +17.4% | 531,137 | $27.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.5% | 435,590 | $22.7M |
| MetLife Investment Management, LLC | 0.11% | Reduce -0.4% | 423,214 | $22.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.9% | 375,522 | $19.6M |
| Royce & Associates LP | 0.19% | Reduce -4.0% | 370,079 | $19.3M |
| Nuveen, LLC | 0.00% | Add +71.1% | 335,505 | $17.5M |
| Northern Trust Corp. | 0.00% | Reduce -0.4% | 322,954 | $16.8M |
| Schroder Investment Management Group | 0.01% | Add +31.5% | 309,697 | $16.3M |
| Russell Investments Group, Ltd. | 0.02% | Add +19.8% | 312,820 | $16.3M |
| Iat Reinsurance Co. LTD. | 3.97% | No change | 300,000 | $15.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.07% | Reduce -8.0% | 291,228 | $15.2M |
| Victory Capital Management Inc. | 0.01% | New | 280,040 | $14.6M |
| Bessemer Group Inc. | 0.02% | New | 273,828 | $14.3M |
| Ceredex Value Advisors LLC | 0.23% | Reduce -53.9% | 192,800 | $10.1M |
| Bank of New York Mellon Corp | 0.00% | Add +1.7% | 182,991 | $9.5M |
| Driehaus Capital Management LLC | 0.07% | New | 178,417 | $9.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.4% | 175,090 | $9.1M |
| Morgan Stanley | 0.00% | Reduce -20.9% | 168,804 | $8.8M |
| American Century Companies Inc. | 0.00% | Add +86.4% | 144,192 | $7.5M |
| Comerica Bank | 0.03% | Reduce -11.9% | 135,577 | $7.1M |
| Granite Investment Partners, LLC | 0.33% | Reduce -14.1% | 109,906 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.5% | 107,861 | $5.6M |
| Gabelli Funds LLC | 0.04% | No change | 97,859 | $5.1M |
| Citadel Advisors | 0.00% | Reduce -65.3% | 95,771 | $5.0M |
| UBS Group AG | 0.00% | Add +88.5% | 92,432 | $4.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -18.3% | 83,979 | $4.4M |
| Trexquant Investment LP | 0.04% | Reduce -23.5% | 80,978 | $4.2M |
| Sei Investments Co. | 0.00% | Add +27.6% | 76,152 | $4.0M |
| Royal Bank of Canada | 0.00% | Reduce -23.1% | 74,150 | $3.9M |
| Jane Street Group, LLC | 0.00% | Reduce -41.0% | 68,522 | $3.6M |
| Castleark Management LLC | 0.10% | New | 66,939 | $3.5M |
| Invesco Ltd. | 0.00% | Add +17.0% | 64,718 | $3.4M |
| Swiss National Bank | 0.00% | Add +1.6% | 64,600 | $3.4M |
| GAMCO Investors | 0.03% | Add +9.2% | 64,143 | $3.3M |
| Marshall Wace, LLP | 0.00% | Reduce -3.0% | 62,283 | $3.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -38.2% | 61,724 | $3.2M |
| First Trust Advisors LP | 0.00% | Reduce -2.1% | 61,473 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Add +29.5% | 61,364 | $3.2M |
| Congress Asset Management Co. | 0.02% | New | 58,750 | $3.1M |
| Advantage Alpha Capital Partners LP | 0.83% | Reduce -15.8% | 53,005 | $2.8M |
| Rhumbline Advisers | 0.00% | Reduce -1.8% | 52,390 | $2.7M |
| King Luther Capital Management Corp. | 0.01% | Reduce -26.2% | 52,190 | $2.7M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -42.6% | 50,236 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 50,106 | $2.6M |
| Barclays PLC | 0.00% | Reduce -25.1% | 49,213 | $2.6M |
| Rice Hall James & Associates, LLC | 0.14% | Reduce -28.8% | 48,360 | $2.5M |
| GHP Investment Advisors, Inc. | 0.09% | Add +5.5% | 41,370 | $2.2M |
| State of Wisconsin Investment Board | 0.00% | Reduce -41.4% | 39,725 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.3% | 38,050 | $2.0M |
| Legal & General Group Plc | 0.00% | Reduce -0.7% | 37,463 | $2.0M |
| Alliancebernstein L.P. | 0.00% | No change | 36,850 | $1.9M |
| Renaissance Technologies | 0.00% | Reduce -63.5% | 36,000 | $1.9M |
| Zacks Investment Management | 0.01% | New | 34,088 | $1.8M |
| Creative Planning | 0.00% | Add +5.8% | 32,855 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | Reduce -62.4% | 31,700 | $1.7M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 30,706 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -41.2% | 26,693 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -17.3% | 26,395 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +20.5% | 25,826 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -71.7% | 25,639 | $1.3M |
| Jackson Creek Investment Advisors LLC | 0.39% | New | 25,590 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +11.8% | 25,075 | $1.3M |
| FMR LLC | 0.00% | Add +0.5% | 23,874 | $1.2M |
| AQR Capital Management | 0.00% | Reduce -18.1% | 23,434 | $1.2M |
| Aquatic Capital Management LLC | 0.02% | Reduce -14.8% | 22,856 | $1.2M |
| Dark Forest Capital Management LP | 0.04% | Reduce -79.4% | 22,431 | $1.2M |
| Ostrum Asset Management | 0.05% | Add +15.6% | 21,635 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -3.3% | 17,759 | $926K |
| Captrust Financial Advisors | 0.00% | Add +19.7% | 16,034 | $836K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.8% | 15,795 | $823K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 15,417 | $804K |
| EntryPoint Capital, LLC | 0.31% | Reduce -51.3% | 15,267 | $796K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +4.6% | 14,819 | $779K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +28.2% | 14,093 | $735K |
| US Bancorp \de | 0.00% | Reduce -4.3% | 12,902 | $673K |
| Intech Investment Management LLC | 0.01% | Reduce -5.0% | 12,744 | $664K |
| SG Americas Securities, LLC | 0.00% | New | 12,348 | $644K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 12,079 | $630K |
"% of holder's portfolio" is HLIO's weight in each manager's 13F, not the share of Helios Technologies Inc. the manager owns.