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 |
| SG Americas Securities, LLC | 0.00% | Add +38.6% | 17,120 | $916K |
| EntryPoint Capital, LLC | 0.36% | Add +12.1% | 17,109 | $915K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +52.6% | 16,087 | $860K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.0% | 15,414 | $824K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.5% | 15,089 | $807K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 14,530 | $777K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -24.7% | 13,378 | $716K |
| Prudential Financial Inc. | 0.00% | Add +66.8% | 13,189 | $705K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.2% | 13,071 | $699K |
| Intech Investment Management LLC | 0.01% | No change | 12,744 | $682K |
| US Bancorp \de | 0.00% | Reduce -1.7% | 12,682 | $678K |
| Quantinno Capital Management LP | 0.00% | Add +21.4% | 11,787 | $630K |
| First Trust Advisors LP | 0.00% | Reduce -82.2% | 10,928 | $585K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 10,103 | $540K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 10,025 | $536K |
| Formula Growth Ltd. | 0.21% | Reduce -9.0% | 10,010 | $535K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +129.2% | 9,912 | $530K |
| Engineers Gate Manager LP | 0.01% | New | 9,576 | $512K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.8% | 9,362 | $501K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,295 | $497K |
| Arizona State Retirement System | 0.00% | Reduce -6.7% | 9,206 | $492K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +95.7% | 9,200 | $492K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -7.7% | 8,797 | $471K |
| Inspire Investing, LLC | 0.04% | Add +0.3% | 8,761 | $469K |
| Glenmede Trust Co. NA | 0.00% | — | 8,233 | $440K |
| Avalon Trust Co | 0.03% | Reduce -3.0% | 7,901 | $423K |
| BNP Paribas Financial Markets | 0.00% | Add +15.8% | 7,721 | $413K |
| Central Pacific Bank - Trust Division | 0.05% | Reduce -9.3% | 7,542 | $403K |
| XTX Topco Ltd | 0.01% | New | 7,147 | $382K |
| Aviance Capital Partners, LLC | 0.04% | No change | 7,087 | $379K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,068 | $378K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -5.4% | 7,000 | $374K |
| Teacher Retirement System of Texas | 0.00% | No change | 6,951 | $372K |
| VARCOV Co. | 0.14% | — | 6,840 | $366K |
| EP Wealth Advisors, LLC | 0.00% | — | 6,792 | $363K |
| Boston Partners | 0.00% | Reduce -4.8% | 6,732 | $360K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +5.0% | 6,693 | $358K |
| Clean Yield Group | 0.10% | No change | 6,457 | $345K |
| Mirabella Financial Services LLP | 0.03% | New | 6,232 | $333K |
| ProShare Advisors LLC | 0.00% | Add +6.9% | 6,065 | $324K |
| Two Sigma Advisers, LP | 0.00% | Reduce -81.1% | 6,000 | $321K |
| LPL Financial LLC | 0.00% | Add +5.1% | 5,689 | $304K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,187 | $277K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 5,072 | $271K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,057 | $270K |
| Third View Private Wealth, LLC | 0.04% | — | 5,030 | $269K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -25.0% | 4,800 | $257K |
| Graham Capital Management, L.P. | 0.01% | Reduce -38.5% | 4,366 | $234K |
| Legacy Wealth Asset Management, LLC | 0.06% | Add +6.2% | 4,186 | $224K |
| Keybank National Association | 0.00% | New | 4,143 | $222K |
| Los Angeles Capital Management LLC | 0.00% | New | 3,963 | $221K |
| PEAK6 LLC | 0.01% | New | 3,993 | $214K |
| Cetera Investment Advisers | 0.00% | Reduce -7.5% | 3,920 | $210K |
| Ieq Capital, LLC | 0.00% | No change | 3,901 | $209K |
| Citigroup Inc. | 0.00% | Reduce -24.7% | 3,872 | $207K |
| Truvestments Capital LLC | 0.04% | No change | 3,750 | $201K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.2% | 3,750 | $201K |
| Group One Trading LLC | 0.01% | Add +736.0% | 3,344 | $179K |
| Osaic Holdings, Inc. | 0.00% | Add +14.1% | 2,942 | $158K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -80.4% | 2,899 | $155K |
| AlphaQuest LLC | 0.01% | Add +13.8% | 2,857 | $153K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,772 | $148K |
| Kemnay Advisory Services Inc. | 0.02% | New | 1,952 | $104K |
| Cwm, LLC | 0.00% | Add +1.3% | 1,910 | $102K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,848 | $98K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +19.1% | 1,715 | $92K |
| Simplex Trading, LLC | 0.00% | New | 1,404 | $75K |
| KBC Group NV | 0.00% | No change | 1,333 | $71K |
| Global Retirement Partners, LLC | 0.00% | New | 1,239 | $66K |
| Versant Capital Management, Inc | 0.01% | No change | 1,077 | $58K |
| Amalgamated Bank | 0.00% | Reduce -10.8% | 1,043 | $56K |
| Acadian Asset Management LLC | 0.00% | New | 813 | $43K |
| Fifth Third Bancorp | 0.00% | Reduce -10.4% | 743 | $40K |
| Triumph Capital Management | 0.01% | New | 700 | $37K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.4% | 641 | $34K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 625 | $33K |
| Signaturefd, LLC | 0.00% | No change | 486 | $26K |
| Harbour Investments, Inc. | 0.00% | New | 380 | $20K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +7.2% | 357 | $19K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +82.6% | 356 | $19K |
| Creative Financial Designs Inc. | 0.00% | No change | 321 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.1% | 274 | $15K |
| Allworth Financial LP | 0.00% | Reduce -60.5% | 257 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -8.0% | 254 | $14K |
| Barrett & Company, Inc. | 0.00% | No change | 250 | $13K |
| GAMMA Investing LLC | 0.00% | Add +20.2% | 220 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Add +105.9% | 210 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 194 | $10K |
| Huntington National Bank | 0.00% | No change | 171 | $9K |
| Jones Financial Companies LLLP | 0.00% | New | 167 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 165 | $9K |
| Whittier Trust Co. | 0.00% | No change | 144 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 150 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.4% | 144 | $8K |
| Quarry LP | 0.00% | Reduce -90.4% | 112 | $6K |
| Rothschild Investment LLC | 0.00% | Add +4.4% | 94 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 88 | $5K |
| Quadrant Capital Group LLC | 0.00% | Add +91.3% | 88 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -88.3% | 85 | $5K |
| Optiver Holding B.V. | 0.00% | Reduce -65.0% | 84 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 78 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.1% | 56 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 54 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +51.7% | 44 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +75.0% | 42 | $2K |
| Larson Financial Group LLC | 0.00% | Add +110.0% | 42 | $2K |
| Essential Partners LLC | 0.00% | No change | 29 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 19 | $1K |
| IFP Advisors, Inc | 0.00% | No change | 17 | $909 |
| True Wealth Design, LLC | 0.00% | No change | 14 | $749 |
| Bare Financial Services, Inc | 0.00% | Reduce -40.9% | 13 | $695 |
| Bell Investment Advisors, Inc | 0.00% | No change | 10 | $535 |
| Root Financial Partners, LLC | 0.00% | Add +50.0% | 3 | $160 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $35 |
| Covestor Ltd | 0.00% | Reduce -71.4% | 2 | $0 |
"% of holder's portfolio" is HLIO's weight in each manager's 13F, not the share of Helios Technologies Inc. the manager owns.