Helios TechnologiesHLIO
13F holders, Q4 2025 (December 31)215holders +14
27new positions
16sold out
5famous investors
$53.53avg. 13F price*
At the end of Q4 2025, 215 institutions reported holding Helios Technologies Inc. (HLIO) in their 13F filings, up 14 from Q3 2025. 27 opened new positions and 16 sold out. The largest holders were Vanguard Group Inc. ($169.2M), BlackRock, Inc. ($132.1M) and Wellington Management Group LLP ($106.8M). 5 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $92.9M |
| Exits | 16 | $5.5M |
All 13F filers, Q3 2025 → Q4 2025: 3,928,149 shares bought and 4,115,479 shares sold, net −187,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 215 holders
| Vanguard Group Inc. | 0.00% | Reduce -1.0% | 3,162,279 | $169.2M |
| BlackRock, Inc. | 0.00% | Add +0.3% | 2,468,752 | $132.1M |
| Wellington Management Group LLP | 0.02% | Add +114.9% | 1,997,527 | $106.8M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.9% | 1,612,365 | $86.2M |
| Conestoga Capital Advisors, LLC | 1.40% | Reduce -6.5% | 1,552,064 | $83.0M |
| Sara-Bay Financial | 19.55% | Reduce -0.1% | 1,204,959 | $65.4M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.18% | Reduce -14.9% | 993,961 | $53.2M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -39.5% | 925,769 | $49.5M |
| Jennison Associates LLC | 0.03% | New | 796,101 | $42.6M |
| State Street Corp. | 0.00% | Reduce -1.6% | 795,883 | $42.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.1% | 787,520 | $42.1M |
| ACK Asset Management LLC | 5.24% | Add +1.4% | 780,378 | $41.7M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -9.1% | 770,560 | $41.2M |
| Vaughan Nelson Investment Management, L.P. | 0.40% | Reduce -2.1% | 758,737 | $40.6M |
| Neuberger Berman Group LLC | 0.03% | Reduce -0.7% | 704,395 | $37.7M |
| Bank of America Corp. | 0.00% | Reduce -16.6% | 658,896 | $35.2M |
| Wasatch Advisors LP | 0.19% | Reduce -30.9% | 590,185 | $31.6M |
| William Blair Investment Management, LLC | 0.09% | Reduce -20.2% | 587,343 | $31.4M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -2.0% | 582,421 | $31.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.8% | 519,542 | $27.8M |
| Voya Investment Management LLC | 0.03% | Add +7923.8% | 486,803 | $26.0M |
| Janus Henderson Group PLC | 0.01% | Reduce -10.6% | 474,982 | $25.4M |
| Kennedy Capital Management LLC | 0.52% | Reduce -39.6% | 457,526 | $24.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.4% | 429,390 | $23.0M |
| Royce & Associates LP | 0.20% | Reduce -2.2% | 361,799 | $19.4M |
| Nuveen, LLC | 0.00% | Reduce -4.3% | 320,917 | $17.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.7% | 320,220 | $17.1M |
| Schroder Investment Management Group | 0.01% | Reduce -2.2% | 303,017 | $16.4M |
| Northern Trust Corp. | 0.00% | Reduce -5.6% | 304,908 | $16.3M |
| Iat Reinsurance Co. LTD. | 6.07% | No change | 300,000 | $16.0M |
| Driehaus Capital Management LLC | 0.11% | Add +65.6% | 295,499 | $15.8M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -47.7% | 294,148 | $15.7M |
| Silvercrest Asset Management Group LLC | 0.10% | New | 285,418 | $15.3M |
| MetLife Investment Management, LLC | 0.07% | Reduce -33.8% | 280,032 | $15.0M |
| Bessemer Group Inc. | 0.02% | Add +0.3% | 274,708 | $14.7M |
| Aberdeen Group plc | 0.02% | New | 255,773 | $13.7M |
| Deprince Race & Zollo Inc. | 0.24% | Reduce -72.5% | 233,025 | $12.5M |
| SG Capital Management LLC | 1.16% | New | 197,600 | $10.6M |
| Victory Capital Management Inc. | 0.01% | Reduce -30.3% | 195,278 | $10.4M |
| Ceredex Value Advisors LLC | 0.31% | Reduce -0.5% | 191,800 | $10.3M |
| American Century Companies Inc. | 0.00% | Add +22.2% | 176,225 | $9.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.6% | 167,270 | $8.9M |
| Jane Street Group, LLC | 0.01% | Add +132.0% | 158,968 | $8.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -49.7% | 157,401 | $8.4M |
| Sei Investments Co. | 0.01% | Add +97.1% | 150,121 | $8.0M |
| Castleark Management LLC | 0.23% | Add +119.2% | 146,749 | $7.8M |
| Morgan Stanley | 0.00% | Reduce -15.9% | 142,008 | $7.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -19.8% | 140,380 | $7.5M |
| Comerica Bank | 0.03% | Reduce -3.0% | 131,458 | $7.0M |
| Nomura Asset Management International Inc. | 0.01% | — | 123,341 | $6.6M |
| Citadel Advisors | 0.00% | Add +19.7% | 114,639 | $6.1M |
| Gabelli Funds LLC | 0.04% | No change | 97,859 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.3% | 97,855 | $5.2M |
| Granite Investment Partners, LLC | 0.28% | Reduce -21.1% | 86,728 | $4.6M |
| UBS Group AG | 0.00% | Reduce -17.6% | 76,191 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -4.4% | 70,910 | $3.8M |
| Marshall Wace, LLP | 0.00% | Add +13.7% | 70,831 | $3.8M |
| Invesco Ltd. | 0.00% | Add +6.0% | 68,594 | $3.7M |
| Swiss National Bank | 0.00% | Add +1.2% | 65,400 | $3.5M |
| Congress Asset Management Co. | 0.02% | Add +3.0% | 60,541 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Reduce -6.1% | 57,621 | $3.1M |
| Barclays PLC | 0.00% | Add +10.3% | 54,289 | $2.9M |
| Trexquant Investment LP | 0.03% | Reduce -35.1% | 52,553 | $2.8M |
| King Luther Capital Management Corp. | 0.01% | Add +0.2% | 52,273 | $2.8M |
| GAMCO Investors | 0.03% | Reduce -20.1% | 51,217 | $2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -17.9% | 50,681 | $2.7M |
| Squarepoint Ops LLC | 0.01% | New | 48,534 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -4.5% | 47,860 | $2.6M |
| Rhumbline Advisers | 0.00% | Reduce -13.6% | 45,252 | $2.4M |
| Rice Hall James & Associates, LLC | 0.13% | Reduce -8.1% | 44,460 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +59.5% | 42,572 | $2.3M |
| Millennium Management | 0.00% | Add +390.0% | 42,568 | $2.3M |
| GHP Investment Advisors, Inc. | 0.09% | Add +1.7% | 42,080 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.8% | 39,490 | $2.1M |
| State of Wisconsin Investment Board | 0.00% | Reduce -5.1% | 37,687 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +45.5% | 37,590 | $2.0M |
| Alliancebernstein L.P. | 0.00% | No change | 36,850 | $2.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.01% | Reduce -88.0% | 34,930 | $1.9M |
| Creative Planning | 0.00% | Add +5.7% | 34,719 | $1.9M |
| Legal & General Group Plc | 0.00% | Reduce -9.0% | 34,080 | $1.8M |
| Zacks Investment Management | 0.01% | Reduce -2.4% | 33,267 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +3.4% | 31,739 | $1.7M |
| New York State Common Retirement Fund | 0.00% | Reduce -63.1% | 30,952 | $1.7M |
| Dark Forest Capital Management LP | 0.07% | Add +30.5% | 29,264 | $1.6M |
| Franklin Resources Inc. | 0.00% | Add +145.3% | 29,036 | $1.6M |
| Sterling Capital Management LLC | 0.02% | Add +1090.5% | 27,358 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Add +0.1% | 26,407 | $1.4M |
| AQR Capital Management | 0.00% | Add +11.5% | 26,123 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +4.0% | 26,077 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 25,945 | $1.4M |
| Voloridge Investment Management, LLC | 0.00% | Reduce -49.7% | 25,257 | $1.4M |
| Credit Agricole S A | 0.00% | New | 25,000 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +75.7% | 24,761 | $1.3M |
| FMR LLC | 0.00% | Add +3.6% | 24,725 | $1.3M |
| ExodusPoint Capital Management, LP | 0.01% | New | 24,584 | $1.3M |
| D.A. Davidson & Co. | 0.01% | New | 24,487 | $1.3M |
| Ostrum Asset Management | 0.06% | Add +13.0% | 24,455 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -34.7% | 23,500 | $1.3M |
| Balyasny Asset Management L.P. | 0.00% | Add +432.7% | 22,787 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +7.9% | 17,296 | $925K |
"% of holder's portfolio" is HLIO's weight in each manager's 13F, not the share of Helios Technologies Inc. the manager owns.