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

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.