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 |
|---|---|---|---|---|---|
| DCM Advisors, LLC | 5,000 | $390.0K | 0.22% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 4,828 | $377.0K | 0.00% | +4,828 | New |
| Barclays PLC | 4,802 | $375.0K | 0.00% | −23,515−83.0% | Reduced |
| D. E. Shaw & Co., Inc. | 4,713 | $368.0K | 0.00% | +1,776+60.5% | Added |
| Zions Bancorporation, N.A. | 4,678 | $365.0K | 0.04% | +585+14.3% | Added |
| Advisor Group Holdings, Inc. | 4,507 | $353.0K | 0.00% | +2,812+165.9% | Added |
| Ieq Capital, LLC | 4,390 | $343.0K | 0.01% | +4,390 | New |
| The PNC Financial Services Group, Inc. | 4,030 | $315.0K | 0.00% | −159−3.8% | 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 |
| Russell Investments Group, Ltd. | 3,882 | $302.0K | 0.00% | −5,000−56.3% | 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 |
| Aigen Investment Management, LP | 3,402 | $266.0K | 0.05% | −1,329−28.1% | Reduced |
| Zacks Investment Management | 3,259 | $254.0K | 0.00% | +3,259 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 3,095 | $242.0K | 0.00% | +3,095 | New |
| Prudential Financial Inc | 3,023 | $236.0K | 0.00% | −221−6.8% | Reduced |
| Oppenheimer & Co Inc | 3,000 | $234.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,936 | $229.0K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 2,805 | $219.0K | 0.03% | +2,805 | New |
| Tudor Investment Corp Et Al | 2,701 | $211.0K | 0.00% | +2,701 | 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 |
| Schonfeld Strategic Advisors LLC | 2,600 | $202.0K | 0.00% | +2,600 | New |
| Ameritas Investment Partners, Inc. | 2,542 | $198.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 2,099 | $164.0K | 0.00% | −285−12.0% | Reduced |
| Great West Life Assurance Co | 1,754 | $137.0K | 0.00% | −402−18.6% | Reduced |
| UBS Group AG | 1,328 | $104.0K | 0.00% | −7,696−85.3% | Reduced |
| American Portfolios Advisors | 1,241 | $96.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,187 | $92.6K | 0.00% | −8,313−87.5% | Reduced |
| BBVA USA | 1,034 | $81.0K | 0.00% | +1,034 | New |
| State of Wyoming | 1,019 | $80.0K | 0.05% | +1,019 | New |
| Point72 Hong Kong Ltd | 1,006 | $79.0K | 0.01% | +1,006 | New |
| Assetmark, Inc | 985 | $77.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 997 | $77.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 679 | $53.0K | 0.00% | +115+20.4% | Added |
| Lazard Asset Management LLC | 576 | $44.0K | 0.00% | +576 | New |
| GPS Wealth Strategies Group, LLC | 472 | $37.0K | 0.01% | +472 | New |
| Fifth Third Bancorp | 449 | $35.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 424 | $33.0K | 0.00% | +24+6.0% | Added |
| Macquarie Group Ltd | 414 | $32.0K | 0.00% | −461−52.7% | Reduced |
| Caldwell Trust Co | 370 | $28.9K | 0.00% | +370 | New |
| Captrust Financial Advisors | 349 | $27.0K | 0.00% | −7−2.0% | Reduced |
| First Horizon Advisors, Inc. | 274 | $21.0K | 0.00% | −131−32.3% | Reduced |
| ClariVest Asset Management LLC | 218 | $17.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 121 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 44 | $3.43K | 0.00% | +44 | New |
| Pacitti Group Inc. | – | $3.00K | 0.00% | – | – |
| TCI Wealth Advisors, Inc. | 34 | $3.00K | 0.00% | +8+30.8% | Added |
| Federated Hermes, Inc. | 26 | $2.00K | 0.00% | −98,424−100.0% | Reduced |
| TD Capital Management LLC | 1 | $0 | 0.00% | +1 | New |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −75,861−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −63,173−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −33,899−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −24,077−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −6,087−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,373−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,353−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |