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Helios Technologies, Inc.

HLIO
Exchange
NYSE
Industry
Miscellaneous Fabricated Metal Products
SEC CIK
0001024795

No open-market purchases or sales by Helios Technologies, Inc. insiders were filed in the last 90 days; 285 institutions reported holding it in 13F filings for Q2 2026, worth $2.86B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Helios Technologies, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
144
No complete 13F data for Q4 2020
Shares held
29.0M
No complete 13F data for Q4 2020
Total value
$2.12B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting HLIO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 144 institutions
Q1 2021: 144 institutionsQ2 2021: 152 institutionsQ3 2021: 158 institutionsQ4 2021: 181 institutionsQ1 2022: 185 institutionsQ2 2022: 164 institutionsQ3 2022: 169 institutionsQ4 2022: 166 institutionsQ1 2023: 176 institutionsQ2 2023: 170 institutionsQ3 2023: 156 institutionsQ4 2023: 167 institutionsQ1 2024: 181 institutionsQ2 2024: 174 institutionsQ3 2024: 177 institutionsQ4 2024: 173 institutionsQ1 2025: 184 institutionsQ2 2025: 187 institutionsQ3 2025: 201 institutionsQ4 2025: 215 institutionsQ1 2026: 252 institutionsQ2 2026: 285 institutions
Value heldQ1 2021: $2.12B
Q1 2021: $2.12BQ2 2021: $2.27BQ3 2021: $2.43BQ4 2021: $3.10BQ1 2022: $2.36BQ2 2022: $2.00BQ3 2022: $1.51BQ4 2022: $1.64BQ1 2023: $1.98BQ2 2023: $2.02BQ3 2023: $1.73BQ4 2023: $1.41BQ1 2024: $1.38BQ2 2024: $1.52BQ3 2024: $1.51BQ4 2024: $1.46BQ1 2025: $1.04BQ2 2025: $1.06BQ3 2025: $1.71BQ4 2025: $1.75BQ1 2026: $2.09BQ2 2026: $2.86B
Institutions holding HLIO and their total value by quarter
QuarterHoldersValue
Q2 2026285$2.86B
Q1 2026252$2.09B
Q4 2025215$1.75B
Q3 2025201$1.71B
Q2 2025187$1.06B
Q1 2025184$1.04B
Q4 2024173$1.46B
Q3 2024177$1.51B
Q2 2024174$1.52B
Q1 2024181$1.38B
Q4 2023167$1.41B
Q3 2023156$1.73B
Q2 2023170$2.02B
Q1 2023176$1.98B
Q4 2022166$1.64B
Q3 2022169$1.51B
Q2 2022164$2.00B
Q1 2022185$2.36B
Q4 2021181$3.10B
Q3 2021158$2.43B
Q2 2021152$2.27B
Q1 2021144$2.12B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Helios Technologies, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HLIO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
International Assets Investment Management, LLC15$1.00K0.00%––
TCI Wealth Advisors, Inc.26$2.00K0.00%––
Allred Capital Management, LLC40$2.92K0.00%––
Pacitti Group Inc.50$3.00K0.00%––
Cullen/Frost Bankers, Inc.80$6.00K0.00%––
Huntington National Bank121$9.00K0.00%––
Quantbot Technologies LP200$14.0K0.00%––
ClariVest Asset Management LLC218$16.0K0.00%––
Captrust Financial Advisors356$26.0K0.00%––
Logan Capital Management Inc386$28.0K0.00%––
Signaturefd, LLC400$29.0K0.00%––
First Horizon Advisors, Inc.405$29.0K0.00%––
Fifth Third Bancorp449$33.0K0.00%––
O'Shaughnessy Asset Management, LLC564$41.0K0.00%––
Macquarie Group Ltd875$64.0K0.00%––
Assetmark, Inc985$72.0K0.00%––
FourThought Financial, LLC997$72.0K0.01%––
Valeo Financial Advisors, LLC1,001$73.0K0.00%––
American Portfolios Advisors1,241$90.4K0.00%––
Tower Research Capital LLC (TRC)1,268$92.0K0.00%––
Bank of Montreal1,353$95.0K0.00%––
Advisor Group Holdings, Inc.1,695$125.0K0.00%––
Great West Life Assurance Co2,156$156.0K0.00%––
Citigroup Inc2,384$174.0K0.00%––
Ameritas Investment Partners, Inc.2,542$185.0K0.01%––
Natixis Investment Managers International2,707$197.0K0.01%––
D. E. Shaw & Co., Inc.2,937$214.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)2,936$214.0K0.00%––
Oppenheimer & Co Inc3,000$219.0K0.00%––
Prudential Financial Inc3,244$236.0K0.00%––
Amalgamated Bank3,355$244.0K0.01%––
Teacher Retirement System of Texas3,408$248.0K0.00%––
US Bancorp3,482$254.0K0.00%––
Clearstead Advisors, LLC3,750$273.0K0.02%––
Arrowstreet Capital, Limited Partnership3,900$284.0K0.00%––
Zions Bancorporation, N.A.4,093$298.0K0.03%––
The PNC Financial Services Group, Inc.4,189$306.0K0.00%––
LPL Financial LLC4,705$343.0K0.00%––
Aigen Investment Management, LP4,731$345.0K0.05%––
DCM Advisors, LLC5,000$364.0K0.21%––
Handelsbanken Fonder AB5,358$390.0K0.00%––
SG Americas Securities, LLC5,373$392.0K0.00%––
First Republic Investment Management, Inc.5,466$398.0K0.00%––
IndexIQ Advisors LLC5,475$399.0K0.01%––
Public Employees Retirement Association of Colorado5,639$411.0K0.00%––
Principle Wealth Partners LLC5,844$426.0K0.05%––
Jane Street Group, LLC6,087$444.0K0.00%––
Glenmede Trust Co NA6,310$459.0K0.00%––
John G Ullman & Associates Inc6,900$503.0K0.07%––
Aviance Capital Partners, LLC7,087$516.0K0.10%––
Envestnet Asset Management Inc7,200$525.0K0.00%––
Truvestments Capital LLC7,500$546.0K0.31%––
Baldwin Brothers Inc7,926$578.0K0.07%––
ProShare Advisors LLC8,307$605.0K0.00%––
Metropolitan Life Insurance Co8,316$606.0K0.01%––
Allstate Corp8,320$606.0K0.02%––
Victory Capital Management Inc8,632$629.0K0.00%––
Clearbridge Investments, LLC8,861$646.0K0.00%––
Russell Investments Group, Ltd.8,882$646.0K0.00%––
Arizona State Retirement System8,880$647.0K0.01%––
UBS Group AG9,024$657.0K0.00%––
BNP Paribas Arbitrage, SA9,500$692.3K0.00%––
Commerce Bank10,725$782.0K0.01%––
AQR Capital Management LLC11,194$816.0K0.00%––
Nisa Investment Advisors, LLC11,960$872.0K0.01%––
MetLife Investment Management12,428$905.6K0.01%––
Clean Yield Group12,879$938.0K0.39%––
Voya Investment Management LLC13,608$992.0K0.00%––
State Board of Administration of Florida Retirement System13,625$993.0K0.00%––
Raymond James & Associates14,585$1.06M0.00%––
CSM Advisors, LLC14,660$1.07M0.15%––
Hillsdale Investment Management Inc.14,900$1.09M0.09%––
Goldman Sachs Group Inc16,418$1.20M0.00%––
Manufacturers Life Insurance Company, The17,534$1.28M0.00%––
Brown Advisory Inc17,773$1.29M0.00%––
American International Group, Inc.18,112$1.32M0.01%––
Citadel Advisors LLC18,153$1.32M0.00%––
Principal Financial Group Inc18,578$1.35M0.00%––
Investment Management of Virginia LLC18,897$1.38M0.28%––
Legal & General Group Plc19,040$1.39M0.00%––
EMC Capital Management19,676$1.43M1.02%––
Millennium Management LLC20,538$1.50M0.00%––
Deutsche Bank AG20,673$1.51M0.00%––
Morgan Stanley21,395$1.56M0.00%––
Oppenheimer Asset Management Inc.22,841$1.67M0.03%––
EAM Investors, LLC24,077$1.75M0.26%––
Susquehanna Fundamental Investments, LLC24,400$1.78M0.03%––
Credit Suisse AG26,062$1.90M0.00%––
Aviva PLC26,617$1.94M0.01%––
Barclays PLC28,317$2.06M0.00%––
UBS Asset Management Americas Inc29,650$2.16M0.00%––
Isthmus Partners, LLC30,744$2.24M0.41%––
Stifel Financial Corp33,350$2.43M0.00%––
Wells Fargo & Company33,512$2.44M0.00%––
EAM Global Investors LLC33,899$2.47M0.68%––
TD Asset Management Inc33,913$2.47M0.00%––
B. Metzler seel. Sohn & Co. Holding AG37,023$2.70M0.04%––
Alliancebernstein L.P.38,166$2.78M0.00%––
Rhumbline Advisers44,560$3.25M0.00%––
California State Teachers Retirement System46,861$3.42M0.00%––