13F

Stock

Helios Technologies, Inc.

HLIO · held by 214 managers

Reported value

$1.64B

Holders

214

+3 new · −1 exited

Holders’ est. mark

$1.16M

Price effect on 7 books still in the name

Largest holder

$169.2M

Vanguard

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Vanguard3.16M$169.2MHeld
BlackRock, Inc.2.47M$132.1MHeld
WELLINGTON MANAGEMENT GROUP LLP2M$106.8MHeld
DIMENSIONAL FUND ADVISORS LP1.61M$86.2MHeld
Conestoga Capital Advisors, LLC1.55M$83MHeld
Sara-Bay Financial1.2M$65.4MHeld
BARROW HANLEY MEWHINNEY & STRAUSS LLC994K$53.2MHeld
JENNISON ASSOCIATES LLC796.1K$42.6MHeld
State Street795.9K$42.6MHeld
GEODE CAPITAL MANAGEMENT, LLC787.5K$42.1MHeld
ACK Asset Management LLC780.4K$41.7MHeld
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.758.7K$40.6MHeld
NEUBERGER BERMAN GROUP LLC704.4K$37.7MHeld
BANK OF AMERICA CORP /DE/658.9K$35.2M$896.1KCut−$5.93M
WASATCH ADVISORS LP590.2K$31.6MHeld
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC587.3K$31.4MHeld
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP582.4K$31.2MHeld
AMERIPRISE FINANCIAL INC519.5K$27.8MHeld
VOYA INVESTMENT MANAGEMENT LLC486.8K$26MHeld
JANUS HENDERSON GROUP PLC475K$25.4MHeld
KENNEDY CAPITAL MANAGEMENT LLC457.5K$24.5MHeld
CHARLES SCHWAB INVESTMENT MANAGEMENT INC429.4K$23MHeld
ROYCE & ASSOCIATES LP361.8K$19.4MHeld
Nuveen, LLC320.9K$17.2MHeld
GOLDMAN SACHS GROUP INC320.2K$17.1MHeld
SCHRODER INVESTMENT MANAGEMENT GROUP303K$16.4MHeld
NORTHERN TRUST CORP304.9K$16.3MHeld
IAT REINSURANCE CO LTD.300K$16MHeld
Driehaus Capital Management LLC295.5K$15.8MHeld
Rockefeller Capital Management L.P.294.1K$15.7MHeld
SILVERCREST ASSET MANAGEMENT GROUP LLC285.4K$15.3MHeld
MetLife Investment Management, LLC280K$15MHeld
Aberdeen Group plc255.8K$13.7MHeld
DEPRINCE RACE & ZOLLO INC233K$12.5MHeld
SG Capital Management LLC197.6K$10.6MHeld
VICTORY CAPITAL MANAGEMENT INC195.3K$10.4MHeld
Ceredex Value Advisors LLC191.8K$10.3MHeld
AMERICAN CENTURY COMPANIES INC176.2K$9.43MHeld
Bank of New York Mellon Corp167.3K$8.95MHeld
JANE STREET GROUP, LLC159K$8.5MHeld
Russell Investments Group, Ltd.157.4K$8.42MHeld
SEI INVESTMENTS CO150.1K$8.03MHeld
CASTLEARK MANAGEMENT LLC146.7K$7.85MHeld
MORGAN STANLEY142K$7.6M$193.1KCut−$1.2M
RAYMOND JAMES FINANCIAL INC140.4K$7.51MHeld
COMERICA BANK131.5K$7.03MHeld
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.123.3K$6.6MHeld
Citadel114.6K$6.13MHeld
GABELLI FUNDS LLC97.9K$5.23MHeld
ENVESTNET ASSET MANAGEMENT INC97.9K$5.23MHeld
Granite Investment Partners, LLC86.7K$4.64MHeld
UBS Group AG76.2K$4.08MHeld
ROYAL BANK OF CANADA70.9K$3.79MHeld
MARSHALL WACE, LLP70.8K$3.79MHeld
Invesco Ltd.68.6K$3.67MHeld
Swiss National Bank65.4K$3.5MHeld
CONGRESS ASSET MANAGEMENT CO60.5K$3.24MHeld
BARCLAYS PLC54.3K$2.9M$66.9KAdded$338.4K
Trexquant Investment LP52.6K$2.81MHeld
KING LUTHER CAPITAL MANAGEMENT CORP52.3K$2.8MHeld
GAMCO INVESTORS, INC. ET AL51.2K$2.74MHeld
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC50.7K$2.71MHeld
Squarepoint Ops LLC48.5K$2.6MHeld
STIFEL FINANCIAL CORP47.9K$2.56MHeld
RHUMBLINE ADVISERS45.3K$2.42MHeld
RICE HALL JAMES & ASSOCIATES, LLC44.5K$2.38MHeld
SUSQUEHANNA INTERNATIONAL GROUP, LLP42.6K$2.28MHeld
MILLENNIUM MANAGEMENT LLC42.6K$2.28MHeld
GHP Investment Advisors, Inc.42.1K$2.25MHeld
STATE OF WISCONSIN INVESTMENT BOARD37.7K$2.02MHeld
WELLS FARGO & COMPANY/MN37.6K$2.01MHeld
ALLIANCEBERNSTEIN L.P.36.9K$1.97MHeld
DIAMOND HILL CAPITAL MANAGEMENT INC34.9K$1.87MHeld
Creative Planning34.7K$1.86MHeld
Legal & General Group Plc34.1K$1.82MHeld
ZACKS INVESTMENT MANAGEMENT33.3K$1.78MHeld
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM31.7K$1.7MHeld
NEW YORK STATE COMMON RETIREMENT FUND31K$1.66MHeld
DARK FOREST CAPITAL MANAGEMENT LP29.3K$1.57MHeld
FRANKLIN RESOURCES INC29K$1.55MHeld
Sterling Capital Management LLC27.4K$1.46MHeld
PINNACLE ASSOCIATES LTD26.4K$1.41MHeld
Icahn Capital26.1K$1.4MHeld
DEUTSCHE BANK AG\26.1K$1.39MHeld
JPMORGAN CHASE & CO25.9K$1.39MHeld
VOLORIDGE INVESTMENT MANAGEMENT, LLC25.3K$1.35MHeld
CREDIT AGRICOLE S A25K$1.34MHeld
Connor, Clark & Lunn Investment Management Ltd.24.8K$1.32MHeld
Fidelity24.7K$1.32MHeld
ExodusPoint Capital Management, LP24.6K$1.31MHeld
D.A. DAVIDSON & CO.24.5K$1.31MHeld
OSTRUM ASSET MANAGEMENT24.5K$1.31MHeld
Renaissance Technologies23.5K$1.26MHeld
Balyasny Asset Management L.P.22.8K$1.22MHeld
CAPTRUST FINANCIAL ADVISORS17.3K$925.2KHeld
EntryPoint Capital, LLC17.1K$915.2KHeld
Zurcher Kantonalbank (Zurich Cantonalbank)16.1K$860.5KHeld
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.15.4K$824.5KHeld
MANUFACTURERS LIFE INSURANCE COMPANY, THE15.1K$807.1KHeld
Campbell & CO Investment Adviser LLC14.5K$777.2KHeld
B. Metzler seel. Sohn & Co. AG13.4K$715.6KHeld
PRUDENTIAL FINANCIAL INC13.2K$705.5KHeld
COMMONWEALTH EQUITY SERVICES, LLC13.1K$699.1KHeld
INTECH INVESTMENT MANAGEMENT LLC12.7K$681.7KHeld
US BANCORP \DE\12.7K$678.4KHeld
Quantinno Capital Management LP11.8K$630.5KHeld
FIRST TRUST ADVISORS LP10.9K$584.5KHeld
Universal- Beteiligungs- und Servicegesellschaft mbH10.1K$540.4KHeld
MONETA GROUP INVESTMENT ADVISORS LLC10K$536.2KHeld
FORMULA GROWTH LTD10K$535.4KHeld
Pinnacle Wealth Management Advisory Group, LLC9.91K$530.2KHeld
Engineers Gate Manager LP9.58K$512.2KHeld
NISA INVESTMENT ADVISORS, LLC9.36K$500.8KHeld
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM9.29K$497.2KHeld
ARIZONA STATE RETIREMENT SYSTEM9.21K$492.4KHeld
VIRGINIA RETIREMENT SYSTEMS ET Al9.2K$492.1KHeld
Police & Firemen's Retirement System of New Jersey8.8K$470.6KHeld
Inspire Investing, LLC8.76K$468.6KHeld
GLENMEDE TRUST CO NA8.23K$440.4KHeld
Avalon Trust Co7.9K$422.6KHeld
BNP PARIBAS FINANCIAL MARKETS7.72K$413KHeld
Central Pacific Bank - Trust Division7.54K$403.4KHeld
XTX Topco Ltd7.15K$382.3KHeld
Aviance Capital Partners, LLC7.09K$379.1KHeld
Ameritas Advisory Services, LLC7.07K$378.1KHeld
KLP KAPITALFORVALTNING AS7K$374.4KHeld
TEACHER RETIREMENT SYSTEM OF TEXAS6.95K$371.8KHeld
VARCOV Co.6.84K$365.9KHeld
EP Wealth Advisors, LLC6.79K$363.3KHeld
Boston Partners6.73K$360.1KHeld
Y-Intercept (Hong Kong) Ltd6.69K$358KHeld
Clean Yield Group6.46K$345.4KHeld
MIRABELLA FINANCIAL SERVICES LLP6.23K$333.4KNew
ProShare Advisors LLC6.07K$324.4KHeld
TWO SIGMA ADVISERS, LP6K$320.9KHeld
LPL Financial LLC5.69K$304.3KHeld
Schonfeld Strategic Advisors LLC5.07K$271.3KHeld
Pictet Asset Management Holding SA5.06K$270.5KHeld
Third View Private Wealth, LLC5.03K$269.1KHeld
CANADA PENSION PLAN INVESTMENT BOARD4.8K$256.8KHeld
Graham Capital Management, L.P.4.37K$233.5KHeld
Legacy Wealth Asset Management, LLC4.19K$223.9KHeld
KEYBANK NATIONAL ASSOCIATION/OH4.14K$221.6KHeld
LOS ANGELES CAPITAL MANAGEMENT LLC3.96K$220.8KHeld
PEAK6 LLC3.99K$213.6KNew
Cetera Investment Advisers3.92K$209.7KHeld
IEQ CAPITAL, LLC3.9K$208.7KHeld
CITIGROUP INC3.87K$207.1KHeld
Clearstead Advisors, LLC3.75K$200.6KHeld
Truvestments Capital LLC3.75K$200.6KHeld
GROUP ONE TRADING LLC3.34K$178.9KHeld
OSAIC HOLDINGS, INC.2.94K$157.5KHeld
AlphaQuest LLC2.86K$152.8KHeld
Ameritas Investment Partners, Inc.2.77K$148.3KHeld
Kemnay Advisory Services Inc.1.95K$104.4KHeld
Tower Research Capital LLC (TRC)1.72K$91.7KHeld
SIMPLEX TRADING, LLC1.4K$75.1KHeld
Global Retirement Partners, LLC1.24K$66.3KHeld
Versant Capital Management, Inc1.08K$57.6KHeld
Thrivent Financial for Lutherans925.8K$49.5KHeld
T. Rowe Price Investment Management, Inc.770.6K$41.2KHeld
FIFTH THIRD BANCORP743$39.7KHeld
Triumph Capital Management700$37.4KNew
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO641$34.3KHeld
SIGNATUREFD, LLC486$26KHeld
HARBOUR INVESTMENTS, INC.380$20.3KHeld
Cullen/Frost Bankers, Inc.357$19.1KHeld
CREATIVE FINANCIAL DESIGNS INC /ADV321$17.2KHeld
BESSEMER GROUP INC274.7K$14.7KHeld
PNC Financial Services Group, Inc.274$14.7KHeld
Allworth Financial LP257$13.8K$369Cut−$20.2K
EverSource Wealth Advisors, LLC254$13.6KHeld
BARRETT & COMPANY, INC.250$13.4KHeld
GAMMA Investing LLC220$11.8KHeld
SBI Securities Co., Ltd.210$11.2KHeld
Pinnacle Wealth Planning Services, Inc.194$10.4KHeld
HUNTINGTON NATIONAL BANK171$9.15KHeld
JONES FINANCIAL COMPANIES LLLP167$8.93KHeld
CIBC Private Wealth Group LLC165$8.83KHeld
WHITTIER TRUST CO144$8.56KHeld
Salomon & Ludwin, LLC150$8.44KHeld
Quarry LP112$5.99KHeld
ROTHSCHILD INVESTMENT LLC94$5.03KHeld
Mitsubishi UFJ Asset Management Co., Ltd.88$4.81KHeld
QUADRANT CAPITAL GROUP LLC88$4.71KHeld
Arax Advisory Partners85$4.55KHeld
Optiver Holding B.V.84$4.49KHeld
C M BIDWELL & ASSOCIATES LTD78$4.17KHeld
NATIXIS ADVISORS, LLC57.6K$3.08KHeld
Parallel Advisors, LLC56$3KHeld
MassMutual Private Wealth & Trust, FSB54$2.89KHeld
Farther Finance Advisors, LLC44$2.35KHeld
Physician Wealth Advisors, Inc.42$2.25KHeld
Larson Financial Group LLC42$2.25KHeld
PRICE T ROWE ASSOCIATES INC /MD/39.5K$2.11KHeld
Essential Partners LLC29$1.55K$39Added$39
Private Wealth Management Group, LLC19$1.02KHeld
SG Americas Securities, LLC17.1K$916Held
IFP Advisors, Inc17$909$23Added$23
True Wealth Design, LLC14$749Held
Bare Financial Services, Inc13$695Held
Bell Investment Advisors, Inc10$535Held
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO5.19K$277Held
Root Financial Partners, LLC3$160Held
CANADA LIFE ASSURANCE Co2.9K$155Held
CWM, LLC1.91K$102Held
State of Alaska, Department of Revenue1.85K$98Held
KBC Group NV1.33K$71$2Added$2
AMALGAMATED BANK1.04K$56Held
ACADIAN ASSET MANAGEMENT LLC813$43Held
Dunhill Financial, LLC1$35Held
BNP PARIBAS ASSET MANAGEMENT Holding S.A.356$19Held
HARBOR CAPITAL ADVISORS, INC.144$8Held
Covestor Ltd2$0Held

Who left

Positions as of Q4 2025. 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.