13F

Stock

Helios Technologies, Inc.

HLIO · held by 249 managers

Reported value

$1.97B

Holders

249

+53 new · −19 exited

Holders’ est. mark

$260.1M

Price effect on 190 books still in the name

Largest holder

$158.1M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.2.44M$158.1M$27.4MAdded$26M
DIMENSIONAL FUND ADVISORS LP1.62M$104.7M$18.1MAdded$18.5M
VANGUARD PORTFOLIO MANAGEMENT LLC1.51M$97.4MHeld
VANGUARD CAPITAL MANAGEMENT LLC1.48M$95.6MHeld
Conestoga Capital Advisors, LLC1.33M$85.8M$14.9MAdded$2.73M
WELLINGTON MANAGEMENT GROUP LLP1.31M$84.6M$14.7MCut−$22.3M
Sara-Bay Financial1.15M$74.7M$12.1MAdded$9.29M
JENNISON ASSOCIATES LLC1.04M$67M$8.93MAdded$24.5M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC931K$60.2M$6.59MAdded$28.8M
GEODE CAPITAL MANAGEMENT, LLC836.8K$54.2M$8.84MAdded$12M
WASATCH ADVISORS LP799K$51.7M$6.62MAdded$20.1M
State Street788K$51M$8.84MAdded$8.42M
ACK Asset Management LLC780.4K$50.5M$8.76MAdded$8.76M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.768.7K$49.7M$1.38MAdded$43.1M
AMERIPRISE FINANCIAL INC739.3K$47.8M$5.83MAdded$20M
NEUBERGER BERMAN GROUP LLC711.8K$46M$7.79MAdded$8.27M
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.693.1K$44.8M$7.78MAdded$4.26M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP544.2K$35.2M$6.11MAdded$4.06M
VOYA INVESTMENT MANAGEMENT LLC516.9K$33.4M$5.46MAdded$7.41M
BANK OF AMERICA CORP /DE/510.5K$33M$5.73MCut−$2.21M
GOLDMAN SACHS GROUP INC449.1K$29.1M$3.59MAdded$11.9M
JANUS HENDERSON GROUP PLC448.5K$29M$5.03MAdded$3.62M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC420.1K$27.2M$4.71MAdded$4.21M
SG Capital Management LLC372.4K$24.1M$2.22MAdded$13.5M
Nuveen, LLC329.5K$21.3M$3.6MAdded$4.16M
NORTHERN TRUST CORP317.7K$20.6M$3.42MAdded$4.25M
Aperture Investors, LLC304K$19.7MNew
IAT REINSURANCE CO LTD.300K$19.4M$3.37MAdded$3.37M
Aberdeen Group plc289.2K$18.7M$2.87MAdded$5.03M
MetLife Investment Management, LLC280.1K$18.1M$3.14MAdded$3.15M
ROYCE & ASSOCIATES LP266.1K$17.2M$2.99MCut−$2.13M
Rockefeller Capital Management L.P.237.9K$15.4M$2.67MCut−$340.4K
KENNEDY CAPITAL MANAGEMENT LLC229.1K$14.8M$2.57MCut−$9.65M
Invesco Ltd.219.2K$14.2M$769.6KAdded$10.5M
VANGUARD FIDUCIARY TRUST CO214.2K$13.9MHeld
Driehaus Capital Management LLC198K$12.8M$2.22MCut−$3M
JANE STREET GROUP, LLC193.4K$12.5M$1.78MAdded$4.01M
SILVERCREST ASSET MANAGEMENT GROUP LLC180.1K$11.7M$2.02MCut−$3.61M
SCHRODER INVESTMENT MANAGEMENT GROUP176.1K$11.1M$1.49MCut−$5.39M
Bank of New York Mellon Corp161.8K$10.5M$1.82MAdded$1.52M
RAYMOND JAMES FINANCIAL INC161.8K$10.5M$1.58MAdded$2.96M
CASTLEARK MANAGEMENT LLC160.4K$10.4M$1.65MAdded$2.53M
SEI INVESTMENTS CO155.5K$10.1M$1.68MAdded$2.03M
Leeward Investments, LLC - MA149.3K$9.66MNew
Ceredex Value Advisors LLC148.9K$9.64M$1.67MCut−$620.8K
MORGAN STANLEY140.3K$9.08M$1.57MAdded$1.49M
Russell Investments Group, Ltd.132.5K$8.57M$1.49MAdded$154.8K
FIFTH THIRD BANCORP129.8K$8.4M$8.34KAdded$8.36M
VICTORY CAPITAL MANAGEMENT INC127.4K$8.25M$1.43MCut−$2.2M
Hillsdale Investment Management Inc.113K$7.31MNew
Citadel110.6K$7.16M$1.24MAdded$1.03M
Trexquant Investment LP104.6K$6.77M$589.6KAdded$3.96M
SUSQUEHANNA INTERNATIONAL GROUP, LLP93.6K$6.06M$477.7KAdded$3.78M
AMERICAN CENTURY COMPANIES INC79.8K$5.17M$895.6KCut−$4.26M
ENVESTNET ASSET MANAGEMENT INC75K$4.86M$841.8KCut−$379.1K
GABELLI FUNDS LLC74.9K$4.85M$840.9KCut−$384.9K
Point72 Asset Management, L.P.70.5K$4.56MNew
CONGRESS ASSET MANAGEMENT CO70.4K$4.55M$679.3KAdded$1.31M
Swiss National Bank65.4K$4.23M$733.8KAdded$733.8K
ROYAL BANK OF CANADA64.2K$4.15M$720.6KAdded$361K
Granite Investment Partners, LLC61.4K$3.97M$688.9KCut−$666.1K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC54.4K$3.52M$568.6KAdded$809.9K
D. E. Shaw & Co., Inc.52.9K$3.43MNew
Icahn Capital52.6K$3.4M$293.1KAdded$2.01M
KING LUTHER CAPITAL MANAGEMENT CORP52.3K$3.39M$586.5KAdded$589.9K
UBS Group AG45.9K$2.97M$514.5KCut−$1.11M
STIFEL FINANCIAL CORP45.3K$2.93M$508.7KAdded$374.4K
RICE HALL JAMES & ASSOCIATES, LLC44.5K$2.88M$498.8KAdded$498.9K
RHUMBLINE ADVISERS44.3K$2.87M$497.1KAdded$446.2K
GHP Investment Advisors, Inc.42.6K$2.76M$472.1KAdded$506.3K
DARK FOREST CAPITAL MANAGEMENT LP41.9K$2.71M$328.3KAdded$1.15M
Creative Planning41.3K$2.67M$389.5KAdded$817.9K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM39.8K$2.58M$356.1KAdded$877.4K
STATE OF WISCONSIN INVESTMENT BOARD35.9K$2.32M$402.3KAdded$304.2K
MILLENNIUM MANAGEMENT LLC34.7K$2.25M$389.7KCut−$29.6K
JPMORGAN CHASE & CO34.3K$2.15M$240KAdded$761.2K
OCCUDO QUANTITATIVE STRATEGIES LP29.5K$2.02MNew
D.A. DAVIDSON & CO.31K$2M$274.7KAdded$694.9K
Atom Investors LP30.5K$1.98MNew
State of New Jersey Common Pension Fund D30.5K$1.97MNew
LAZARD ASSET MANAGEMENT LLC30.4K$1.97MNew
BARCLAYS PLC30.2K$1.95M$338.9KCut−$949.4K
MARSHALL WACE, LLP30K$1.94M$337KCut−$1.85M
DEUTSCHE BANK AG\29.2K$1.89M$292.6KAdded$496.2K
PINNACLE ASSOCIATES LTD28.4K$1.84M$296.3KAdded$424.3K
Legal & General Group Plc28.3K$1.83M$317.4KAdded$7.71K
FIRST TRUST ADVISORS LP28.1K$1.82M$122.6KAdded$1.23M
ALLIANCEBERNSTEIN L.P.33.2K$1.78M−$1Cut−$196K
Centiva Capital, LP25.9K$1.68MNew
Fidelity25.4K$1.64M$277.4KAdded$318.3K
Connor, Clark & Lunn Investment Management Ltd.25K$1.62M$277.8KAdded$294.6K
CREDIT AGRICOLE S A24.1K$1.56M$270.4KAdded$222.3K
Squarepoint Ops LLC23.6K$1.53M$265KCut−$1.07M
EntryPoint Capital, LLC23.6K$1.53M$192KAdded$612K
DIAMOND HILL CAPITAL MANAGEMENT INC23K$1.49M$257.5KCut−$383.1K
FRANKLIN RESOURCES INC22.5K$1.46M$252.5KCut−$96.9K
XTX Topco Ltd22K$1.43M$80.2KAdded$1.04M
VANGUARD ASSET MANAGEMENT, Ltd21.9K$1.42MHeld
PRUDENTIAL FINANCIAL INC21.9K$1.42M$148KAdded$709.7K
BARROW HANLEY MEWHINNEY & STRAUSS LLC19.8K$1.28M$222.2KCut−$51.9M
Zurcher Kantonalbank (Zurich Cantonalbank)19.2K$1.24M$180.5KAdded$381.7K
OSTRUM ASSET MANAGEMENT18.6K$1.2M$208.2KCut−$107.1K
CAPTRUST FINANCIAL ADVISORS18K$1.17M$194.1KAdded$240.8K
Knights of Columbus Asset Advisors LLC17.4K$1.12MNew
B. Metzler seel. Sohn & Co. AG17.3K$1.12M$150.1KAdded$405.6K
Engineers Gate Manager LP17.2K$1.11M$107.4KAdded$598.6K
Vanguard Global Advisers, LLC17.1K$1.1MHeld
MANUFACTURERS LIFE INSURANCE COMPANY, THE15.6K$1.01M$169.3KAdded$204.4K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.15.6K$1.01M$172.9KAdded$182.7K
Dynamic Technology Lab Private Ltd15.4K$998.5KNew
BRIDGEWAY CAPITAL MANAGEMENT, LLC15K$970.6KNew
US BANCORP \DE\14.7K$948.9K$142.3KAdded$270.5K
WELLS FARGO & COMPANY/MN14.6K$947.8K$164.3KCut−$1.06M
Quantinno Capital Management LP14.5K$936.7K$132.3KAdded$306.2K
STRS OHIO13.8K$893KNew
Universal- Beteiligungs- und Servicegesellschaft mbH13.6K$882.2K$113.4KAdded$341.8K
Quadrature Capital Ltd13.6K$878.6KNew
GAMCO INVESTORS, INC. ET AL13K$844.1K$146.4KCut−$1.9M
Y-Intercept (Hong Kong) Ltd12.9K$833.8K$75.1KAdded$475.8K
COMMONWEALTH EQUITY SERVICES, LLC12.8K$829.5K$143.8KAdded$130.4K
TWO SIGMA INVESTMENTS, LP12.4K$804.8KNew
TEACHER RETIREMENT SYSTEM OF TEXAS11.5K$744K$78KAdded$372.2K
NEW YORK STATE COMMON RETIREMENT FUND11.4K$736.4K$127.7KCut−$919.2K
Calamos Advisors LLC10.9K$707.9KNew
Sterling Capital Management LLC10.8K$700.7K$121.5KCut−$762.7K
Renaissance Technologies10.4K$673K$116.7KCut−$584K
MONETA GROUP INVESTMENT ADVISORS LLC10K$649.1K$112.5KAdded$112.9K
Aquatic Capital Management LLC9.95K$643.5KNew
NISA INVESTMENT ADVISORS, LLC9.36K$605.8K$105KAdded$105K
Man Group plc9.36K$605.6KNew
Schonfeld Strategic Advisors LLC9.33K$603.9K$56.9KAdded$332.6K
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM9.29K$601.5K$104.3KAdded$104.3K
Quantedge Capital Pte Ltd9.2K$595.3KNew
Jump Financial, LLC9.19K$594.4KNew
ARIZONA STATE RETIREMENT SYSTEM9.11K$589.4K$102.2KAdded$97K
Pinnacle Wealth Management Advisory Group, LLC8.82K$570.7K$98.9KAdded$40.5K
Police & Firemen's Retirement System of New Jersey8.8K$569.3K$98.7KAdded$98.7K
Qube Research & Technologies Ltd8.54K$552.4KNew
INTECH INVESTMENT MANAGEMENT LLC8.47K$548.4K$95.1KCut−$133.3K
Vanguard Investments Australia, Ltd.8.22K$532.2KHeld
BNP PARIBAS FINANCIAL MARKETS8.13K$526.1K$86.6KAdded$113.1K
GLENMEDE TRUST CO NA8K$517.5K$89.7KAdded$77.1K
Avalon Trust Co7.9K$511.3K$88.6KAdded$88.6K
Inspire Investing, LLC7.88K$510.2K$88.5KAdded$41.6K
Bridgefront Capital, LLC7.71K$499KNew
Campbell & CO Investment Adviser LLC7.52K$486.8K$84.4KCut−$290.4K
KLP KAPITALFORVALTNING AS7.3K$472.4K$78.5KAdded$98K
Aviance Capital Partners, LLC7.09K$458.6K$79.5KAdded$79.5K
Ameritas Advisory Services, LLC7.07K$457.4K$79.3KAdded$79.3K
LPL Financial LLC6.8K$440.1K$63.8KAdded$135.8K
Bridgewater6.52K$422.2KNew
Clean Yield Group6.31K$408.1K$70.8KAdded$62.7K
FOX RUN MANAGEMENT, L.L.C.6.35K$398.6KNew
Pictet Asset Management Holding SA5.97K$386.4K$56.7KAdded$115.9K
KEYBANK NATIONAL ASSOCIATION/OH5.77K$373.2K$46.5KAdded$151.6K
Magnetar Financial LLC5.45K$352.3KNew
Mariner, LLC5.26K$340.3KNew
Boston Partners4.99K$322.6K$55.9KCut−$37.5K
ProShare Advisors LLC4.81K$311.3K$54KCut−$13.2K
R Squared Ltd4.34K$280.6KNew
PRELUDE CAPITAL MANAGEMENT, LLC4.25K$275KNew
EP Wealth Advisors, LLC4.17K$269.9K$46.8KCut−$93.4K
Legacy Wealth Asset Management, LLC4.02K$259.9K$45.1KAdded$36K
IEQ CAPITAL, LLC3.9K$252.5K$43.8KAdded$43.8K
Amundi3.86K$249.7KNew
Truvestments Capital LLC3.75K$242.7K$42.1KAdded$42.1K
Clearstead Advisors, LLC3.75K$242.7K$42.1KAdded$42.1K
Vanguard Personalized Indexing Management, LLC3.67K$237.2KNew
Inspire Advisors, LLC3.65K$236.4KNew
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3.64K$235.8KNew
CITIGROUP INC3.52K$228K$39.5KAdded$20.9K
CAPSTONE INVESTMENT ADVISORS, LLC3.52K$227.9KNew
M&T Bank Corp3.51K$227.3KNew
Cetera Investment Advisers3.42K$221.2K$38.4KAdded$11.5K
Compound Planning, Inc.3.38K$218.9KNew
Brevan Howard Capital Management LP3.19K$206.4KNew
XPONANCE LLC3.13K$202.4KNew
Farringdon Capital, Ltd.3.1K$200.9KNew
OSAIC HOLDINGS, INC.2.78K$179.9K$31.2KAdded$22.3K
Ameritas Investment Partners, Inc.2.77K$179.4K$31.1KAdded$31.1K
Tower Research Capital LLC (TRC)2.5K$161.7K$19.2KAdded$70K
CWM, LLC2.35K$151.7K$123.5KAdded$151.6K
JONES FINANCIAL COMPANIES LLLP1.4K$90K$1.82KAdded$81.1K
Caitong International Asset Management Co., Ltd1.37K$88.5KNew
Kemnay Advisory Services Inc.1.27K$82.3K$14.3KCut−$22.1K
Versant Capital Management, Inc1.08K$69.7K$12.1KAdded$12.1K
Thrivent Financial for Lutherans925.5K$59.9K$10.4KAdded$10.4K
T. Rowe Price Investment Management, Inc.782.5K$50.6K$8.65KAdded$9.42K
Triumph Capital Management700$45.3K$7.85KAdded$7.85K
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO589$38.1K$6.61KAdded$3.83K
SIGNATUREFD, LLC486$31.4K$5.45KAdded$5.45K
Farther Finance Advisors, LLC440$30.1K$653Added$27.7K
Quarry LP458$29.6K$1.26KAdded$23.6K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.400$25.9K$23KAdded$25.9K
HARBOUR INVESTMENTS, INC.380$24.6K$4.26KAdded$4.26K
CREATIVE FINANCIAL DESIGNS INC /ADV321$20.8K$3.6KAdded$3.6K
Allworth Financial LP317$20.5K$2.84KAdded$6.71K
USA FINANCIAL FORMULAS274$17.7KNew
GAMMA Investing LLC266$17.2K$2.47KAdded$5.45K
LOS ANGELES CAPITAL MANAGEMENT LLC260$16.8K$2.34KCut−$204K
BARRETT & COMPANY, INC.250$16.2K$2.81KAdded$2.81K
EverSource Wealth Advisors, LLC224$14.5K$2.51KAdded$909
Pinnacle Wealth Planning Services, Inc.194$12.6K$2.18KAdded$2.18K
PNC Financial Services Group, Inc.194$12.6K$2.18KCut−$2.1K
QUADRANT CAPITAL GROUP LLC180$11.6K$987Added$6.94K
HUNTINGTON NATIONAL BANK171$11.1K$1.92KAdded$1.92K
WHITTIER TRUST CO160$10.5K$919Added$1.97K
Central Pacific Bank - Trust Division160$10.4K$1.8KCut−$393.1K
Salomon & Ludwin, LLC150$10.1K$1.65KAdded$1.65K
Arax Advisory Partners134$8.81K$1.04KAdded$4.26K
Optiver Holding B.V.134$8.67K$943Added$4.18K
Wall Street Financial Group, Inc.133$8.61KNew
ROTHSCHILD INVESTMENT LLC112$7.25K$1.06KAdded$2.22K
SBI Securities Co., Ltd.100$6.47K$1.12KCut−$4.76K
Mitsubishi UFJ Asset Management Co., Ltd.88$5.69K$880Added$880
MAI Capital Management87$5.63KNew
C M BIDWELL & ASSOCIATES LTD78$5.05K$875Added$875
NATIXIS ADVISORS, LLC56.5K$3.66K$634Added$577
Parallel Advisors, LLC56$3.62K$629Added$629
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO56$3.62KNew
MassMutual Private Wealth & Trust, FSB54$3.49K$606Added$606
HRT FINANCIAL LP52.4K$3.39KNew
Larson Financial Group LLC48$3.11K$471Added$859
Federation des caisses Desjardins du Quebec46$2.99KNew
PRICE T ROWE ASSOCIATES INC /MD/45.4K$2.94K$443Added$825
Physician Wealth Advisors, Inc.42$2.72K$471Added$471
Fortitude Family Office, LLC36$2.33KNew
Sapience Investments, LLC36$2.33KNew
HARBOR CAPITAL ADVISORS, INC.36K$2.33K$1Added$2.32K
Cullen/Frost Bankers, Inc.29$1.89K$336Cut−$17.2K
Essential Partners LLC29$1.88K$326Added$326
MATHER GROUP, LLC.25$1.62KNew
Bare Financial Services, Inc21$1.36K$146Added$664
Private Wealth Management Group, LLC19$1.23K$213Added$213
IFP Advisors, Inc17$1.1K$191Added$191
True Wealth Design, LLC14$906$157Added$157
Root Financial Partners, LLC13$841$34Added$681
SJS Investment Consulting Inc.11$712New
Bell Investment Advisors, Inc10$648$113Added$113
TradeLink Capital LLC7.01K$454New
Virtu Financial LLC6.89K$446New
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO5.19K$336$59Added$59
SG Americas Securities, LLC5.12K$331$57Cut−$585
ASSETMARK, INC5$324New
CANADA LIFE ASSURANCE Co2.9K$189$34Added$34
State of Alaska, Department of Revenue1.85K$119$21Added$21
BESSEMER GROUP INC1.55K$101$18Cut−$14.6K
KBC Group NV1.33K$86$15Added$15
Covestor Ltd2$0$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.