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, Q2 2021
Institutional positions in Helios Technologies, Inc. as of Jun 30, 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
- 152
- +8 vs. Q1 2021
- Shares held
- 29.1M
- +25.8K (+0.1%) vs. Q1 2021
- Total value
- $2.27B
- +$152.8M (+7.2%) vs. Q1 2021
- New holders
- 21
- 54 more added
- Sold out
- 13
- 51 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 285 | $2.86B |
| Q1 2026 | 252 | $2.09B |
| Q4 2025 | 215 | $1.75B |
| Q3 2025 | 201 | $1.71B |
| Q2 2025 | 187 | $1.06B |
| Q1 2025 | 184 | $1.04B |
| Q4 2024 | 173 | $1.46B |
| Q3 2024 | 177 | $1.51B |
| Q2 2024 | 174 | $1.52B |
| Q1 2024 | 181 | $1.38B |
| Q4 2023 | 167 | $1.41B |
| Q3 2023 | 156 | $1.73B |
| Q2 2023 | 170 | $2.02B |
| Q1 2023 | 176 | $1.98B |
| Q4 2022 | 166 | $1.64B |
| Q3 2022 | 169 | $1.51B |
| Q2 2022 | 164 | $2.00B |
| Q1 2022 | 185 | $2.36B |
| Q4 2021 | 181 | $3.10B |
| Q3 2021 | 158 | $2.43B |
| Q2 2021 | 152 | $2.27B |
| Q1 2021 | 144 | $2.12B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Capital Management LLC | 1 | $0 | 0.00% | +1 | New |
| Federated Hermes, Inc. | 26 | $2.00K | 0.00% | −98,424−100.0% | Reduced |
| Pacitti Group Inc. | – | $3.00K | 0.00% | – | – |
| TCI Wealth Advisors, Inc. | 34 | $3.00K | 0.00% | +8+30.8% | Added |
| West Paces Advisors Inc. | 44 | $3.43K | 0.00% | +44 | New |
| Cullen/Frost Bankers, Inc. | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 121 | $9.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 218 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 274 | $21.0K | 0.00% | −131−32.3% | Reduced |
| Captrust Financial Advisors | 349 | $27.0K | 0.00% | −7−2.0% | Reduced |
| Caldwell Trust Co | 370 | $28.9K | 0.00% | +370 | New |
| Macquarie Group Ltd | 414 | $32.0K | 0.00% | −461−52.7% | Reduced |
| Signaturefd, LLC | 424 | $33.0K | 0.00% | +24+6.0% | Added |
| Fifth Third Bancorp | 449 | $35.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 472 | $37.0K | 0.01% | +472 | New |
| Lazard Asset Management LLC | 576 | $44.0K | 0.00% | +576 | New |
| O'Shaughnessy Asset Management, LLC | 679 | $53.0K | 0.00% | +115+20.4% | Added |
| Assetmark, Inc | 985 | $77.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 997 | $77.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,006 | $79.0K | 0.01% | +1,006 | New |
| State of Wyoming | 1,019 | $80.0K | 0.05% | +1,019 | New |
| BBVA USA | 1,034 | $81.0K | 0.00% | +1,034 | New |
| BNP Paribas Arbitrage, SA | 1,187 | $92.6K | 0.00% | −8,313−87.5% | Reduced |
| American Portfolios Advisors | 1,241 | $96.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,328 | $104.0K | 0.00% | −7,696−85.3% | Reduced |
| Great West Life Assurance Co | 1,754 | $137.0K | 0.00% | −402−18.6% | Reduced |
| Citigroup Inc | 2,099 | $164.0K | 0.00% | −285−12.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,542 | $198.0K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,600 | $202.0K | 0.00% | +2,600 | New |
| Natixis Investment Managers International | 2,636 | $205.0K | 0.01% | −71−2.6% | Reduced |
| Wesbanco Bank Inc | 2,625 | $205.0K | 0.01% | +2,625 | New |
| Tudor Investment Corp Et Al | 2,701 | $211.0K | 0.00% | +2,701 | New |
| PFG Advisors | 2,805 | $219.0K | 0.03% | +2,805 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,936 | $229.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,000 | $234.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,023 | $236.0K | 0.00% | −221−6.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 3,095 | $242.0K | 0.00% | +3,095 | New |
| Zacks Investment Management | 3,259 | $254.0K | 0.00% | +3,259 | New |
| Aigen Investment Management, LP | 3,402 | $266.0K | 0.05% | −1,329−28.1% | Reduced |
| Truvestments Capital LLC | 3,750 | $293.0K | 0.16% | −3,750−50.0% | Reduced |
| Clearstead Advisors, LLC | 3,750 | $293.0K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,882 | $302.0K | 0.00% | −5,000−56.3% | Reduced |
| US Bancorp | 4,014 | $313.0K | 0.00% | +532+15.3% | Added |
| Teacher Retirement System of Texas | 4,004 | $313.0K | 0.00% | +596+17.5% | Added |
| The PNC Financial Services Group, Inc. | 4,030 | $315.0K | 0.00% | −159−3.8% | Reduced |
| Ieq Capital, LLC | 4,390 | $343.0K | 0.01% | +4,390 | New |
| Advisor Group Holdings, Inc. | 4,507 | $353.0K | 0.00% | +2,812+165.9% | Added |
| Zions Bancorporation, N.A. | 4,678 | $365.0K | 0.04% | +585+14.3% | Added |
| D. E. Shaw & Co., Inc. | 4,713 | $368.0K | 0.00% | +1,776+60.5% | Added |
| Barclays PLC | 4,802 | $375.0K | 0.00% | −23,515−83.0% | Reduced |
| Cubist Systematic Strategies, LLC | 4,828 | $377.0K | 0.00% | +4,828 | New |
| DCM Advisors, LLC | 5,000 | $390.0K | 0.22% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,334 | $417.0K | 0.01% | +4,066+320.7% | Added |
| IndexIQ Advisors LLC | 5,552 | $433.0K | 0.01% | +77+1.4% | Added |
| Public Employees Retirement Association of Colorado | 5,639 | $440.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 5,704 | $445.0K | 0.00% | +999+21.2% | Added |
| First Republic Investment Management, Inc. | 5,778 | $451.0K | 0.00% | +312+5.7% | Added |
| Principle Wealth Partners LLC | 5,844 | $456.0K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,844 | $456.0K | 0.05% | +5,844 | New |
| Amalgamated Bank | 6,108 | $477.0K | 0.00% | +2,753+82.1% | Added |
| Glenmede Trust Co NA | 6,145 | $479.0K | 0.00% | −165−2.6% | Reduced |
| John G Ullman & Associates Inc | 6,300 | $492.0K | 0.06% | −600−8.7% | Reduced |
| Clearbridge Investments, LLC | 6,936 | $541.0K | 0.00% | −1,925−21.7% | Reduced |
| Aviance Capital Partners, LLC | 7,087 | $553.0K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 7,548 | $589.0K | 0.03% | +7,548 | New |
| Envestnet Asset Management Inc | 7,623 | $595.0K | 0.00% | +423+5.9% | Added |
| Baldwin Brothers Inc | 7,926 | $619.0K | 0.07% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,958 | $621.0K | 0.00% | +2,600+48.5% | Added |
| Arizona State Retirement System | 8,292 | $647.0K | 0.01% | −588−6.6% | Reduced |
| ProShare Advisors LLC | 8,391 | $655.0K | 0.00% | +84+1.0% | Added |
| Allstate Corp | 8,620 | $673.0K | 0.02% | +300+3.6% | Added |
| First Trust Advisors LP | 8,732 | $682.0K | 0.00% | −40,338−82.2% | Reduced |
| Victory Capital Management Inc | 8,894 | $694.0K | 0.00% | +262+3.0% | Added |
| Metropolitan Life Insurance Co | 8,937 | $697.5K | 0.01% | +621+7.5% | Added |
| Gsa Capital Partners LLP | 9,599 | $749.0K | 0.08% | +9,599 | New |
| Commerce Bank | 10,665 | $832.0K | 0.01% | −60−0.6% | Reduced |
| AQR Capital Management LLC | 11,194 | $874.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,960 | $933.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 12,428 | $970.0K | 0.01% | 00.0% | Unchanged |
| CSM Advisors, LLC | 12,485 | $975.0K | 0.07% | −2,175−14.8% | Reduced |
| Voya Investment Management LLC | 12,810 | $1.00M | 0.00% | −798−5.9% | Reduced |
| Clean Yield Group | 12,879 | $1.00M | 0.37% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,176 | $1.03M | 0.00% | −20,336−60.7% | Reduced |
| State Board of Administration of Florida Retirement System | 13,625 | $1.06M | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 15,100 | $1.18M | 0.09% | +200+1.3% | Added |
| California Public Employees Retirement System | 15,442 | $1.21M | 0.00% | −47,758−75.6% | Reduced |
| Brown Advisory Inc | 15,773 | $1.23M | 0.00% | −2,000−11.3% | Reduced |
| EMC Capital Management | 16,896 | $1.32M | 0.75% | −2,780−14.1% | Reduced |
| Millennium Management LLC | 17,054 | $1.33M | 0.00% | −3,484−17.0% | Reduced |
| American International Group, Inc. | 18,122 | $1.41M | 0.01% | +10+0.1% | Added |
| Manufacturers Life Insurance Company, The | 18,426 | $1.44M | 0.00% | +892+5.1% | Added |
| Investment Management of Virginia LLC | 18,702 | $1.46M | 0.28% | −195−1.0% | Reduced |
| Credit Suisse AG | 19,342 | $1.51M | 0.00% | −6,720−25.8% | Reduced |
| Legal & General Group Plc | 19,496 | $1.52M | 0.00% | +456+2.4% | Added |
| Goldman Sachs Group Inc | 20,288 | $1.58M | 0.00% | +3,870+23.6% | Added |
| Oppenheimer Asset Management Inc. | 20,623 | $1.61M | 0.02% | −2,218−9.7% | Reduced |
| Deutsche Bank AG | 21,534 | $1.68M | 0.00% | +861+4.2% | Added |
| TD Asset Management Inc | 25,263 | $2.04M | 0.00% | −8,650−25.5% | Reduced |
| Principal Financial Group Inc | 27,095 | $2.12M | 0.00% | +8,517+45.8% | Added |
| Isthmus Partners, LLC | 30,456 | $2.38M | 0.42% | −288−0.9% | Reduced |