Helios Technologies, Inc. (HLIO) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling HLIO?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Helios Technologies, Inc., showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on HLIO?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Helios Technologies, Inc..

Is institutional money flowing into HLIO?

133 institutional investors hold Helios Technologies, Inc. (HLIO). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about HLIO?

Track institutional sentiment and conviction scores for Helios Technologies, Inc. (HLIO) including Smart Money Verdict and position changes on HoldingsIntel.

Helios Technologies, Inc.

HLIO·42328H109·US·equity·Industrials - Specialty Industrial Machinery-13D/G

HLIO (Helios Technologies, Inc.) is held by 133 institutional investors as of Q4 2025. Largest holders: VANGUARD GROUP INC ($169.2M), BlackRock, Inc. ($132.1M), WELLINGTON MANAGEMENT GROUP LLP ($106.8M). Net institutional sentiment: Mixed.

133

Holders

Avg rating(8 Elite)

$1.3B

Total Value

47% (136)

Fund Consensus

58 buying - 66 selling

Smart Money VerdictView all

54Mixed MomentumSplit Signals

Get 5 free verdicts/month - sign up in 10 seconds

See how HLIO's score breaks down across 4 SEC sources

Held by 133 funds

8 elite

Who's Trading

ActivistThe Vanguard Group0.0%Mar 27, 2026

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VANGUARD GROUP INC	Decreased	3.2M(-1.0%)	$169.2M	0.0%	+52.68%	0
BlackRock, Inc.	Increased	2.5M(+0.3%)	$132.1M	0.0%	+62.53%	30
WELLINGTON MANAGEMENT GROUP LLP	Increased	2M(+114.9%)	$106.8M	0.0%	+40.57%	48
DIMENSIONAL FUND ADVISORS LP	Decreased	1.6M(-0.9%)	$86.2M	0.0%	+24.73%	0
BARROW HANLEY MEWHINNEY & STRAUSS LLC	Decreased	993,961(-14.9%)	$53.2M	0.2%	+62.59%	0
JENNISON ASSOCIATES LLC	New	796,101	$42.6M	0.0%	+31.12%	40
STATE STREET CORP	Decreased	795,883(-1.6%)	$42.6M	0.0%	+60.28%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	787,520(-0.1%)	$42.1M	0.0%	+45.82%	0
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Decreased	758,737(-2.1%)	$40.6M	0.4%	+57.78%	0
Neuberger Berman Group LLC	Decreased	704,395(-0.7%)	$37.7M	0.0%	+46.64%	0
BANK OF AMERICA CORP /DE/	Decreased	658,896(-16.6%)	$35.2M	0.0%	+68.60%	0
WASATCH ADVISORS LP	Decreased	590,185(-30.9%)	$31.6M	0.2%	+63.88%	0
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Decreased	587,343(-20.2%)	$31.4M	0.1%	+96.79%	0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Decreased	582,421(-2.0%)	$31.2M	0.0%	+64.40%	0
AMERIPRISE FINANCIAL INC	Decreased	519,542(-2.8%)	$27.8M	0.0%	+47.62%	0
VOYA INVESTMENT MANAGEMENT LLC	Increased	486,803(+7923.8%)	$26M	0.0%	+31.35%	46
JANUS HENDERSON GROUP PLC	Decreased	474,982(-10.6%)	$25.4M	0.0%	+50.80%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	429,390(-1.4%)	$23M	0.0%	+45.95%	0
ROYCE & ASSOCIATES LP	Decreased	361,799(-2.2%)	$19.4M	0.2%	+53.60%	0
Nuveen, LLC	Decreased	320,917(-4.3%)	$17.2M	0.0%	+73.45%	0
GOLDMAN SACHS GROUP INC	Decreased	320,220(-14.7%)	$17.1M	0.0%	+72.74%	0
SCHRODER INVESTMENT MANAGEMENT GROUP	Decreased	303,017(-2.2%)	$16.4M	0.0%	+47.16%	0
NORTHERN TRUST CORP	Decreased	304,908(-5.6%)	$16.3M	0.0%	+58.42%	0
DRIEHAUS CAPITAL MANAGEMENT LLC	Increased	295,499(+65.6%)	$15.8M	0.1%	+33.62%	49
Rockefeller Capital Management L.P.	Decreased	294,148(-47.7%)	$15.7M	0.0%	+87.49%	0
SILVERCREST ASSET MANAGEMENT GROUP LLC	New	285,418	$15.3M	0.1%	+31.12%	47
MetLife Investment Management, LLC	Decreased	280,032(-33.8%)	$15M	0.1%	+113.31%	0
Aberdeen Group plc	New	255,773	$13.7M	0.0%	+31.12%	39
VICTORY CAPITAL MANAGEMENT INC	Decreased	195,278(-30.3%)	$10.4M	0.0%	+35.31%	0
AMERICAN CENTURY COMPANIES INC	Increased	176,225(+22.2%)	$9.4M	0.0%	+42.61%	33
Bank of New York Mellon Corp	Decreased	167,270(-8.6%)	$8.9M	0.0%	+48.80%	0
JANE STREET GROUP, LLC	Increased	158,968(+132.0%)	$8.5M	0.0%	+54.77%	44
Russell Investments Group, Ltd.	Decreased	157,401(-49.7%)	$8.4M	0.0%	+94.56%	0
SEI INVESTMENTS CO	Increased	150,121(+97.1%)	$8M	0.0%	+32.55%	44
MORGAN STANLEY	Decreased	142,008(-15.9%)	$7.6M	0.0%	+66.63%	0
RAYMOND JAMES FINANCIAL INC	Decreased	140,380(-19.8%)	$7.5M	0.0%	+75.93%	0
COMERICA BANK	Decreased	131,458(-3.0%)	$7M	0.0%	+39.80%	0
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	New	123,341	$6.6M	0.0%	+31.12%	38
CITADEL ADVISORS LLC	Increased	114,639(+19.7%)	$6.1M	0.0%	+92.60%	32
GABELLI FUNDS LLC	Unchanged	97,859	$5.2M	0.0%	+112.95%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	97,855(-9.3%)	$5.2M	0.0%	+61.13%	0
UBS Group AG	Decreased	76,191(-17.6%)	$4.1M	0.0%	+46.23%	0
ROYAL BANK OF CANADA	Decreased	70,910(-4.4%)	$3.8M	0.0%	+64.84%	0
MARSHALL WACE, LLP	Increased	70,831(+13.7%)	$3.8M	0.0%	+74.55%	30
Invesco Ltd.	Increased	68,594(+6.0%)	$3.7M	0.0%	+38.02%	28
Swiss National Bank	Increased	65,400(+1.2%)	$3.5M	0.0%	+51.88%	27
CONGRESS ASSET MANAGEMENT CO	Increased	60,541(+3.0%)	$3.2M	0.0%	+35.19%	27
BARCLAYS PLC	Increased	54,289(+10.3%)	$2.9M	0.0%	+64.90%	29
Trexquant Investment LP	Decreased	52,553(-35.1%)	$2.8M	0.0%	+112.95%	0
KING LUTHER CAPITAL MANAGEMENT CORP	Increased	52,273(+0.2%)	$2.8M	0.0%	+38.84%	26
GAMCO INVESTORS, INC. ET AL	Decreased	51,217(-20.1%)	$2.7M	0.0%	+103.13%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	50,681(-17.9%)	$2.7M	0.0%	+63.35%	0
Squarepoint Ops LLC	New	48,534	$2.6M	0.0%	+31.12%	36
STIFEL FINANCIAL CORP	Decreased	47,860(-4.5%)	$2.6M	0.0%	+31.14%	0
RHUMBLINE ADVISERS	Decreased	45,252(-13.6%)	$2.4M	0.0%	+49.40%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	42,572(+59.5%)	$2.3M	0.0%	+45.63%	37
MILLENNIUM MANAGEMENT LLC	Increased	42,568(+390.0%)	$2.3M	0.0%	+43.08%	42
STATE OF WISCONSIN INVESTMENT BOARD	Decreased	37,687(-5.1%)	$2M	0.0%	+112.95%	0
WELLS FARGO & COMPANY/MN	Increased	37,590(+45.5%)	$2M	0.0%	+48.02%	35
ALLIANCEBERNSTEIN L.P.	Unchanged	36,850	$2M	0.0%	+49.61%	0
DIAMOND HILL CAPITAL MANAGEMENT INC	Decreased	34,930(-88.0%)	$1.9M	0.0%	+65.60%	0
Creative Planning	Increased	34,719(+5.7%)	$1.9M	0.0%	+100.30%	27
Legal & General Group Plc	Decreased	34,080(-9.0%)	$1.8M	0.0%	+27.81%	0
ZACKS INVESTMENT MANAGEMENT	Decreased	33,267(-2.4%)	$1.8M	0.0%	+35.31%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Increased	31,739(+3.4%)	$1.7M	0.0%	+53.63%	27
NEW YORK STATE COMMON RETIREMENT FUND	Decreased	30,952(-63.1%)	$1.7M	0.0%	+61.23%	0
FRANKLIN RESOURCES INC	Increased	29,036(+145.3%)	$1.6M	0.0%	+32.80%	41
AQR CAPITAL MANAGEMENT LLC	Increased	26,123(+11.5%)	$1.4M	0.0%	+100.10%	28
DEUTSCHE BANK AG\	Increased	26,077(+4.0%)	$1.4M	0.0%	+47.09%	26
JPMORGAN CHASE & CO	Increased	25,945(+1.2%)	$1.4M	0.0%	+87.42%	26
VOLORIDGE INVESTMENT MANAGEMENT, LLC	Decreased	25,257(-49.7%)	$1.4M	0.0%	+81.73%	0
CREDIT AGRICOLE S A	New	25,000	$1.3M	0.0%	+31.12%	35
Connor, Clark & Lunn Investment Management Ltd.	Increased	24,761(+75.7%)	$1.3M	0.0%	+58.83%	38
FMR LLC	Increased	24,725(+3.6%)	$1.3M	0.0%	+106.85%	26
ExodusPoint Capital Management, LP	New	24,584	$1.3M	0.0%	+31.12%	35
D.A. DAVIDSON & CO.	New	24,487	$1.3M	0.0%	+31.12%	35
RENAISSANCE TECHNOLOGIES LLC	Decreased	23,500(-34.7%)	$1.3M	0.0%	+100.61%	0
BALYASNY ASSET MANAGEMENT L.P.	Increased	22,787(+432.7%)	$1.2M	0.0%	+42.05%	41
CAPTRUST FINANCIAL ADVISORS	Increased	17,296(+7.9%)	$925,165	0.0%	+87.94%	27
Zurcher Kantonalbank (Zurich Cantonalbank)	Increased	16,087(+52.6%)	$860,494	0.0%	+48.48%	35
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Decreased	15,414(-0.0%)	$824,495	0.0%	+53.64%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	15,089(-4.5%)	$807,111	0.0%	+51.69%	0
B. Metzler seel. Sohn & Co. AG	Decreased	13,378(-24.7%)	$715,589	0.0%	+5.87%	0
PRUDENTIAL FINANCIAL INC	Increased	13,189(+66.8%)	$705,480	0.0%	+33.60%	36
COMMONWEALTH EQUITY SERVICES, LLC	Increased	13,071(+8.2%)	$699,150	0.0%	+59.80%	27
INTECH INVESTMENT MANAGEMENT LLC	Unchanged	12,744	$681,677	0.0%	+76.27%	0
US BANCORP \DE\	Decreased	12,682(-1.7%)	$678,361	0.0%	+82.70%	0
Quantinno Capital Management LP	Increased	11,787(+21.4%)	$630,488	0.0%	+81.01%	29
FIRST TRUST ADVISORS LP	Decreased	10,928(-82.2%)	$584,538	0.0%	+75.45%	0
Universal- Beteiligungs- und Servicegesellschaft mbH	New	10,103	$540,409	0.0%	+31.12%	34
MONETA GROUP INVESTMENT ADVISORS LLC	Unchanged	10,025	$536,237	0.0%	+12.48%	0
Engineers Gate Manager LP	New	9,576	$512,220	0.0%	+31.12%	33
NISA INVESTMENT ADVISORS, LLC	Decreased	9,362(-0.8%)	$500,773	0.0%	+61.89%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Unchanged	9,295	$497,190	0.0%	+60.91%	0
Arizona State Retirement System	Decreased	9,206(-6.7%)	$492,429	0.0%	+78.16%	0
VIRGINIA RETIREMENT SYSTEMS ET Al	Increased	9,200(+95.7%)	$492,108	0.0%	+33.23%	38
Police & Firemen's Retirement System of New Jersey	Decreased	8,797(-7.7%)	$470,552	0.0%	+54.16%	0
GLENMEDE TRUST CO NA	Decreased	8,233(-20.0%)	$440,383	0.0%	+36.23%	0
BNP PARIBAS FINANCIAL MARKETS	Increased	7,721(+15.8%)	$412,996	0.0%	+90.19%	28
XTX Topco Ltd	New	7,147	$382,293	0.0%	+31.12%	33
KLP KAPITALFORVALTNING AS	Decreased	7,000(-5.4%)	$374,430	0.0%	+57.15%	0
TEACHER RETIREMENT SYSTEM OF TEXAS	Unchanged	6,951	$371,809	0.0%	+35.31%	0
EP Wealth Advisors, LLC	Decreased	6,792(-1.9%)	$363,304	0.0%	+122.14%	0
Boston Partners	Decreased	6,732(-4.8%)	$360,090	0.0%	+35.31%	0
ProShare Advisors LLC	Increased	6,065(+6.9%)	$324,417	0.0%	+46.84%	25
TWO SIGMA ADVISERS, LP	Decreased	6,000(-81.1%)	$320,940	0.0%	+47.61%	0
LPL Financial LLC	Increased	5,689(+5.1%)	$304,316	0.0%	+35.11%	25
Schonfeld Strategic Advisors LLC	New	5,072	$271,301	0.0%	+31.12%	32
Pictet Asset Management Holding SA	Unchanged	5,057	$270,499	0.0%	+35.31%	0
CANADA PENSION PLAN INVESTMENT BOARD	Decreased	4,800(-25.0%)	$256,752	0.0%	+35.31%	0
KEYBANK NATIONAL ASSOCIATION/OH	New	4,143	$221,608	0.0%	+31.12%	32
LOS ANGELES CAPITAL MANAGEMENT LLC	New	3,963	$220,818	0.0%	+31.12%	32
PEAK6 LLC	New	3,993	$213,586	0.0%	+31.12%	32
Cetera Investment Advisers	Decreased	3,920(-7.5%)	$209,703	0.0%	+35.31%	0
IEQ CAPITAL, LLC	Unchanged	3,901	$208,684	0.0%	+35.31%	0
CITIGROUP INC	Decreased	3,872(-24.7%)	$207,114	0.0%	+61.71%	0
GROUP ONE TRADING LLC	Increased	3,344(+736.0%)	$178,871	0.0%	+31.61%	37
OSAIC HOLDINGS, INC.	Increased	2,942(+14.1%)	$157,537	0.0%	+27.88%	26
SIMPLEX TRADING, LLC	New	1,404	$75,099	0.0%	+31.12%	33
FIFTH THIRD BANCORP	Decreased	743(-10.4%)	$39,743	0.0%	+16.64%	0
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Decreased	641(-2.4%)	$34,287	0.0%	+74.55%	0
CULLEN/FROST BANKERS, INC.	Increased	357(+7.2%)	$19,072	0.0%	+35.02%	20
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	274(-2.1%)	$14,656	0.0%	+59.97%	0
Allworth Financial LP	Decreased	257(-60.5%)	$13,771	0.0%	+88.95%	0
HUNTINGTON NATIONAL BANK	Unchanged	171	$9,146	0.0%	+112.95%	0
JONES FINANCIAL COMPANIES LLLP	New	167	$8,933	0.0%	+31.12%	26
CIBC Private Wealth Group LLC	Unchanged	165	$8,826	0.0%	+61.68%	0
WHITTIER TRUST CO	Unchanged	144	$8,562	0.0%	+35.31%	0
Mitsubishi UFJ Asset Management Co., Ltd.	Unchanged	88	$4,814	0.0%	+30.71%	0
Optiver Holding B.V.	Decreased	84(-65.0%)	$4,493	0.0%	+35.31%	0
Farther Finance Advisors, LLC	Increased	44(+51.7%)	$2,354	0.0%	+35.79%	11
PRICE T ROWE ASSOCIATES INC /MD/	Increased	39,490(+3.8%)	$2,113	0.0%	+44.81%	12
BNP Paribas Asset Management Holding S.A.	Increased	356(+82.6%)	$19	0.0%	+57.37%	12
D. E. Shaw & Co., Inc.	Exited	0(-100.0%)	$241,414	0.0%	+60.68%	0
MATHER GROUP, LLC.	Exited	0(-100.0%)	$1,303	0.0%	+3.20%	0
Freestone Grove Partners LP	Exited	0(-100.0%)	$273,839	0.0%	+62.41%	0

Helios Technologies, Inc.

Continue exploring