Helios TechnologiesHLIO
13F holders, Q1 2026 (March 31)252holders +37
54new positions
17sold out
8famous investors
$64.69avg. 13F price*
At the end of Q1 2026, 252 institutions reported holding Helios Technologies Inc. (HLIO) in their 13F filings, up 37 from Q4 2025. 54 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($158.1M), Dimensional Fund Advisors LP ($104.7M) and Vanguard Portfolio Management LLC ($97.4M). 8 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Helios Technologies Inc.
- CUSIP
- 42328H109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $72.9M |
| Exits | 17 | $20.7M |
All 13F filers, Q4 2025 → Q1 2026: 3,945,915 shares bought and 4,280,402 shares sold, net −334,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 2,442,956 | $158.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.4% | 1,618,712 | $104.7M |
| Vanguard Portfolio Management LLC | 0.01% | — | 1,505,296 | $97.4M |
| Vanguard Capital Management LLC | 0.00% | — | 1,477,349 | $95.6M |
| Conestoga Capital Advisors, LLC | 1.71% | Reduce -14.6% | 1,325,206 | $85.8M |
| Wellington Management Group LLP | 0.02% | Reduce -34.6% | 1,306,673 | $84.6M |
| Sara-Bay Financial | 22.45% | Reduce -4.2% | 1,153,896 | $74.7M |
| Jennison Associates LLC | 0.05% | Add +30.1% | 1,035,977 | $67.0M |
| William Blair Investment Management, LLC | 0.20% | Add +58.5% | 931,008 | $60.2M |
| Thrivent Financial for Lutherans | 0.12% | Reduce -0.0% | 925,546 | $59.9M |
| Geode Capital Management, LLC | 0.00% | Add +6.3% | 836,831 | $54.2M |
| Wasatch Advisors LP | 0.34% | Add +35.4% | 799,008 | $51.7M |
| State Street Corp. | 0.00% | Reduce -1.0% | 788,009 | $51.0M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +1.6% | 782,472 | $50.6M |
| ACK Asset Management LLC | 6.30% | No change | 780,378 | $50.5M |
| Nomura Asset Management International Inc. | 0.09% | Add +523.2% | 768,660 | $49.7M |
| Ameriprise Financial Inc. | 0.01% | Add +42.3% | 739,261 | $47.8M |
| Neuberger Berman Group LLC | 0.04% | Add +1.1% | 711,798 | $46.0M |
| Vaughan Nelson Investment Management, L.P. | 0.45% | Reduce -8.7% | 693,072 | $44.8M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -6.6% | 544,241 | $35.2M |
| Voya Investment Management LLC | 0.04% | Add +6.2% | 516,919 | $33.4M |
| Bank of America Corp. | 0.00% | Reduce -22.5% | 510,519 | $33.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +40.3% | 449,101 | $29.1M |
| Janus Henderson Group PLC | 0.01% | Reduce -5.6% | 448,501 | $29.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.2% | 420,051 | $27.2M |
| SG Capital Management LLC | 1.98% | Add +88.4% | 372,352 | $24.1M |
| Nuveen, LLC | 0.01% | Add +2.7% | 329,512 | $21.3M |
| Northern Trust Corp. | 0.00% | Add +4.2% | 317,699 | $20.6M |
| Aperture Investors, LLC | 2.49% | New | 304,003 | $19.7M |
| Iat Reinsurance Co. LTD. | 8.42% | No change | 300,000 | $19.4M |
| Aberdeen Group plc | 0.03% | Add +13.1% | 289,233 | $18.7M |
| MetLife Investment Management, LLC | 0.09% | Add +0.0% | 280,107 | $18.1M |
| Royce & Associates LP | 0.17% | Reduce -26.4% | 266,109 | $17.2M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -19.1% | 237,885 | $15.4M |
| Kennedy Capital Management LLC | 0.31% | Reduce -49.9% | 229,108 | $14.8M |
| Invesco Ltd. | 0.00% | Add +219.5% | 219,178 | $14.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 214,246 | $13.9M |
| Driehaus Capital Management LLC | 0.09% | Reduce -33.0% | 197,968 | $12.8M |
| Jane Street Group, LLC | 0.01% | Add +21.6% | 193,363 | $12.5M |
| Silvercrest Asset Management Group LLC | 0.08% | Reduce -36.9% | 180,142 | $11.7M |
| Schroder Investment Management Group | 0.01% | Reduce -41.9% | 176,130 | $11.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 161,802 | $10.5M |
| Raymond James Financial Inc. | 0.00% | Add +15.2% | 161,769 | $10.5M |
| Castleark Management LLC | 0.34% | Add +9.3% | 160,409 | $10.4M |
| Sei Investments Co. | 0.01% | Add +3.6% | 155,477 | $10.1M |
| Leeward Investments, LLC - MA | 0.48% | New | 149,265 | $9.7M |
| Ceredex Value Advisors LLC | 0.30% | Reduce -22.3% | 148,950 | $9.6M |
| Morgan Stanley | 0.00% | Reduce -1.2% | 140,339 | $9.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -15.8% | 132,503 | $8.6M |
| Fifth Third Bancorp | 0.02% | Add +17367.4% | 129,783 | $8.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -34.7% | 127,436 | $8.2M |
| Hillsdale Investment Management Inc. | 0.20% | New | 113,020 | $7.3M |
| Citadel Advisors | 0.01% | Reduce -3.5% | 110,616 | $7.2M |
| Trexquant Investment LP | 0.05% | Add +99.0% | 104,607 | $6.8M |
| Susquehanna International Group, LLP | 0.01% | Add +119.9% | 93,614 | $6.1M |
| American Century Companies Inc. | 0.00% | Reduce -54.7% | 79,821 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.3% | 75,030 | $4.9M |
| Gabelli Funds LLC | 0.03% | Reduce -23.4% | 74,943 | $4.8M |
| Point72 Asset Management | 0.01% | New | 70,467 | $4.6M |
| Congress Asset Management Co. | 0.03% | Add +16.2% | 70,353 | $4.6M |
| Swiss National Bank | 0.00% | No change | 65,400 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -9.5% | 64,188 | $4.2M |
| Granite Investment Partners, LLC | 0.24% | Reduce -29.2% | 61,397 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Reduce -1.9% | 56,546 | $3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +7.4% | 54,409 | $3.5M |
| D. E. Shaw & Co. | 0.00% | New | 52,938 | $3.4M |
| AQR Capital Management | 0.00% | Add +101.3% | 52,599 | $3.4M |
| HRT Financial LP | 0.01% | New | 52,408 | $3.4M |
| King Luther Capital Management Corp. | 0.01% | Add +0.1% | 52,325 | $3.4M |
| UBS Group AG | 0.00% | Reduce -39.8% | 45,857 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.9% | 45,391 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 45,348 | $2.9M |
| Rice Hall James & Associates, LLC | 0.16% | Add +0.0% | 44,461 | $2.9M |
| Rhumbline Advisers | 0.00% | Reduce -2.1% | 44,301 | $2.9M |
| GHP Investment Advisors, Inc. | 0.11% | Add +1.3% | 42,608 | $2.8M |
| Dark Forest Capital Management LP | 0.24% | Add +43.3% | 41,939 | $2.7M |
| Creative Planning | 0.00% | Add +19.1% | 41,338 | $2.7M |
| California State Teachers Retirement System | 0.00% | Add +25.4% | 39,794 | $2.6M |
| Harbor Capital Advisors, Inc. | 0.19% | Add +24886.1% | 35,980 | $2.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.9% | 35,854 | $2.3M |
| Millennium Management | 0.00% | Reduce -18.4% | 34,730 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +32.0% | 34,253 | $2.1M |
| Occudo Quantitative Strategies LP | 0.11% | New | 29,471 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Add +26.5% | 30,980 | $2.0M |
| Atom Investors LP | 0.14% | New | 30,521 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 30,519 | $2.0M |
| Lazard Asset Management LLC | 0.00% | New | 30,382 | $2.0M |
| Barclays PLC | 0.00% | Reduce -44.4% | 30,204 | $2.0M |
| Marshall Wace, LLP | 0.00% | Reduce -57.6% | 30,037 | $1.9M |
| Deutsche Bank AG | 0.00% | Add +12.1% | 29,223 | $1.9M |
| Pinnacle Associates Ltd. | 0.02% | Add +7.5% | 28,386 | $1.8M |
| Legal & General Group Plc | 0.00% | Reduce -17.0% | 28,290 | $1.8M |
| First Trust Advisors LP | 0.00% | Add +156.8% | 28,066 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.9% | 33,186 | $1.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +193.5% | 27,000 | $1.7M |
| Centiva Capital, LP | 0.08% | New | 25,886 | $1.7M |
| FMR LLC | 0.00% | Add +2.6% | 25,357 | $1.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +1.1% | 25,021 | $1.6M |
| Credit Agricole S A | 0.01% | Reduce -3.6% | 24,100 | $1.6M |
| Squarepoint Ops LLC | 0.00% | Reduce -51.3% | 23,620 | $1.5M |
"% of holder's portfolio" is HLIO's weight in each manager's 13F, not the share of Helios Technologies Inc. the manager owns.