Companies / Helios Technologies Inc / Institutional holders

Helios Technologies Inc

Institutional holders · 13F as of Jun 30, 2026

Holder	Value	Shares	% of shares
Granite Investment Partners, LLC	$4.17M	46,736	0.14%
Royal Bank of Canada	$4.15M	64,188	0.19%
UBS Group AG	$4.08M	76,191	0.23%
Invesco Ltd.	$3.67M	68,594	0.21%
RICE HALL JAMES & ASSOCIATES, LLC	$3.57M	40,031	0.12%
Swiss National Bank	$3.50M	65,400	0.20%
D. E. Shaw & Co., Inc.	$3.43M	52,938	0.16%
AQR Capital Management, LLC	$3.40M	52,599	0.16%
CONGRESS ASSET MANAGEMENT CO	$3.24M	60,541	0.18%
DEUTSCHE BANK AG	$3.08M	34,523	0.10%
Barclays PLC	$2.90M	54,289	0.16%
RHUMBLINE ADVISERS	$2.87M	44,301	0.13%
Trexquant Investment LP	$2.81M	52,553	0.16%
LKCM Private Discipline Master Fund, SPC / PDLP Lawson, LLC	$2.80M	52,273	0.16%
GAMCO INVESTORS, INC. ET AL	$2.74M	51,217	0.16%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.71M	50,681	0.15%
Squarepoint Ops LLC	$2.60M	48,534	0.15%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$2.58M	39,794	0.12%
STIFEL FINANCIAL CORP	$2.56M	47,860	0.15%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.28M	42,572	0.13%
GHP Investment Advisors, Inc.	$2.25M	42,080	0.13%
Millennium Management LLC	$2.25M	34,730	0.11%
STATE OF WISCONSIN INVESTMENT BOARD	$2.02M	37,687	0.11%
WELLS FARGO & COMPANY/MN	$2.01M	37,590	0.11%
D.A. DAVIDSON & CO.	$2.00M	30,980	0.09%
Lazard Asset Management LLC	$1.97M	30,382	0.09%
MARSHALL WACE, LLP	$1.94M	30,037	0.09%
Creative Planning	$1.86M	34,719	0.11%
Legal & General Group Plc	$1.82M	34,080	0.10%
FIRST TRUST ADVISORS LP	$1.82M	28,066	0.09%
ZACKS INVESTMENT MANAGEMENT	$1.78M	33,267	0.10%
AllianceBernstein L.P.	$1.78M	33,186	0.10%
NEW YORK STATE COMMON RETIREMENT FUND	$1.66M	30,952	0.09%
Norges Bank	$1.64M	51,234	0.16%
DARK FOREST CAPITAL MANAGEMENT LP	$1.57M	29,264	0.09%
CREDIT AGRICOLE S A	$1.56M	24,100	0.07%
Franklin Resources, Inc.	$1.55M	29,036	0.09%
DIAMOND HILL CAPITAL MANAGEMENT INC	$1.49M	22,953	0.07%
PRUDENTIAL FINANCIAL INC	$1.42M	21,869	0.07%
PINNACLE ASSOCIATES LTD	$1.41M	26,407	0.08%
JPMORGAN CHASE & CO	$1.39M	25,945	0.08%
VOLORIDGE INVESTMENT MANAGEMENT, LLC	$1.35M	25,257	0.08%
Connor, Clark & Lunn Investment Management Ltd.	$1.32M	24,761	0.08%
FMR LLC	$1.32M	24,725	0.08%
ExodusPoint Capital Management, LP	$1.31M	24,584	0.07%
OSTRUM ASSET MANAGEMENT	$1.31M	24,455	0.07%
Zurcher Kantonalbank (Zurich Cantonalbank)	$1.24M	19,197	0.06%
LPL Financial LLC	$1.22M	13,716	0.04%
Balyasny Asset Management L.P.	$1.22M	22,787	0.07%
Victory Capital Management, Inc.	$979.1K	10,970	0.03%