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, Q3 2021
Institutional positions in Helios Technologies, Inc. as of Sep 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
- 158
- +6 vs. Q2 2021
- Shares held
- 29.5M
- +470.6K (+1.6%) vs. Q2 2021
- Total value
- $2.43B
- +$157.9M (+7.0%) vs. Q2 2021
- New holders
- 18
- 54 more added
- Sold out
- 12
- 54 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Capital Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Berman Capital Advisors, LLC | 15 | $1.00K | 0.00% | +15 | New |
| West Paces Advisors Inc. | 44 | $3.61K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 45 | $4.00K | 0.00% | +11+32.4% | Added |
| Cullen/Frost Bankers, Inc. | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 121 | $10.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 218 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 274 | $22.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 370 | $30.4K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 414 | $34.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 424 | $35.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 445 | $37.0K | 0.00% | −4−0.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 472 | $39.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 511 | $42.0K | 0.00% | +162+46.4% | Added |
| Lazard Asset Management LLC | 808 | $66.0K | 0.00% | +232+40.3% | Added |
| UBS Group AG | 879 | $72.0K | 0.00% | −449−33.8% | Reduced |
| Assetmark, Inc | 985 | $81.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 997 | $81.0K | 0.01% | 00.0% | Unchanged |
| BBVA USA | 1,034 | $85.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,206 | $99.0K | 0.00% | −35−2.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,279 | $105.0K | 0.00% | −4,055−76.0% | Reduced |
| State of Wyoming | 1,299 | $107.0K | 0.07% | +280+27.5% | Added |
| Great West Life Assurance Co | 1,754 | $145.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,826 | $150.0K | 0.00% | +1,147+168.9% | Added |
| Pictet Asset Management SA | 2,455 | $202.0K | 0.00% | +2,455 | New |
| Natixis Investment Managers International | 2,486 | $204.0K | 0.01% | −150−5.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,500 | $205.0K | 0.00% | −100−3.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,542 | $209.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,579 | $212.0K | 0.02% | +2,579 | New |
| Aurora Investment Counsel | 2,595 | $213.0K | 0.15% | +2,595 | New |
| Wesbanco Bank Inc | 2,625 | $216.0K | 0.01% | 00.0% | Unchanged |
| Ergoteles LLC | 2,670 | $219.0K | 0.01% | +2,670 | New |
| Zacks Investment Management | 2,693 | $221.0K | 0.00% | −566−17.4% | Reduced |
| PFG Advisors | 2,865 | $235.0K | 0.03% | +60+2.1% | Added |
| D. E. Shaw & Co., Inc. | 2,986 | $245.0K | 0.00% | −1,727−36.6% | Reduced |
| Prudential Financial Inc | 3,083 | $253.0K | 0.00% | +60+2.0% | Added |
| Janus Henderson Group PLC | 3,078 | $253.0K | 0.00% | +3,078 | New |
| State of Wisconsin Investment Board | 3,100 | $255.0K | 0.00% | +3,100 | New |
| Aigen Investment Management, LP | 3,134 | $257.0K | 0.05% | −268−7.9% | Reduced |
| Navellier & Associates Inc | 3,193 | $262.0K | 0.04% | +3,193 | New |
| Cubist Systematic Strategies, LLC | 3,232 | $265.0K | 0.00% | −1,596−33.1% | Reduced |
| Truvestments Capital LLC | 3,750 | $308.0K | 0.17% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,013 | $330.0K | 0.01% | −377−8.6% | Reduced |
| US Bancorp | 4,029 | $331.0K | 0.00% | +15+0.4% | Added |
| Caxton Associates LP | 4,037 | $331.0K | 0.05% | +4,037 | New |
| HRT Financial LP | 4,059 | $333.0K | 0.00% | +4,059 | New |
| Clearstead Advisors, LLC | 4,099 | $337.0K | 0.03% | +349+9.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,106 | $337.0K | 0.00% | +1,170+39.9% | Added |
| ProShare Advisors LLC | 4,144 | $340.0K | 0.00% | −4,247−50.6% | Reduced |
| Alps Advisors Inc | 4,283 | $352.0K | 0.00% | +4,283 | New |
| The PNC Financial Services Group, Inc. | 4,472 | $367.0K | 0.00% | +442+11.0% | Added |
| Advisor Group Holdings, Inc. | 4,856 | $400.0K | 0.00% | +349+7.7% | Added |
| Teacher Retirement System of Texas | 4,978 | $409.0K | 0.00% | +974+24.3% | Added |
| Citigroup Inc | 4,985 | $409.0K | 0.00% | +2,886+137.5% | Added |
| DCM Advisors, LLC | 5,000 | $411.0K | 0.16% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 5,075 | $417.0K | 0.00% | +5,075 | New |
| Zions Bancorporation, N.A. | 5,164 | $424.0K | 0.04% | +486+10.4% | Added |
| Baird Financial Group, Inc. | 5,270 | $433.0K | 0.00% | +5,270 | New |
| Public Employees Retirement Association of Colorado | 5,639 | $463.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,754 | $472.0K | 0.00% | −354−5.8% | Reduced |
| First Republic Investment Management, Inc. | 5,818 | $478.0K | 0.00% | +40+0.7% | Added |
| Principle Wealth Partners LLC | 5,844 | $480.0K | 0.06% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 6,100 | $500.0K | 0.00% | −45−0.7% | Reduced |
| IndexIQ Advisors LLC | 6,170 | $507.0K | 0.02% | +618+11.1% | Added |
| John G Ullman & Associates Inc | 6,300 | $517.0K | 0.07% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,360 | $522.2K | 0.00% | +5,173+435.8% | Added |
| LPL Financial LLC | 6,189 | $531.0K | 0.00% | +485+8.5% | Added |
| Jane Street Group, LLC | 6,490 | $533.0K | 0.00% | +6,490 | New |
| AQR Capital Management LLC | 6,702 | $550.0K | 0.00% | −4,492−40.1% | Reduced |
| Ameritas Investment Company, LLC | 7,048 | $579.0K | 0.03% | −500−6.6% | Reduced |
| Aviance Capital Partners, LLC | 7,087 | $582.0K | 0.10% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 7,926 | $651.0K | 0.07% | 00.0% | Unchanged |
| First Trust Advisors LP | 8,276 | $680.0K | 0.00% | −456−5.2% | Reduced |
| Arizona State Retirement System | 8,341 | $685.0K | 0.01% | +49+0.6% | Added |
| Metropolitan Life Insurance Co | 8,382 | $688.2K | 0.01% | −555−6.2% | Reduced |
| Victory Capital Management Inc | 8,608 | $707.0K | 0.00% | −286−3.2% | Reduced |
| Allstate Corp | 8,620 | $708.0K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 8,723 | $716.0K | 0.00% | +1,100+14.4% | Added |
| Handelsbanken Fonder AB | 9,058 | $744.0K | 0.00% | +1,100+13.8% | Added |
| Commerce Bank | 9,945 | $817.0K | 0.01% | −720−6.8% | Reduced |
| Canada Pension Plan Investment Board | 10,000 | $821.0K | 0.00% | +10,000 | New |
| MetLife Investment Management | 11,222 | $921.4K | 0.01% | −1,206−9.7% | Reduced |
| SG Americas Securities, LLC | 11,831 | $971.0K | 0.01% | +11,831 | New |
| Nisa Investment Advisors, LLC | 11,960 | $982.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,273 | $1.01M | 0.00% | −3,500−22.2% | Reduced |
| CSM Advisors, LLC | 12,485 | $1.02M | 0.08% | 00.0% | Unchanged |
| Clean Yield Group | 12,879 | $1.06M | 0.37% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,977 | $1.07M | 0.00% | +167+1.3% | Added |
| Hillsdale Investment Management Inc. | 13,600 | $1.12M | 0.09% | −1,500−9.9% | Reduced |
| State Board of Administration of Florida Retirement System | 13,625 | $1.12M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 14,773 | $1.21M | 0.00% | +9,971+207.6% | Added |
| Goldman Sachs Group Inc | 16,036 | $1.32M | 0.00% | −4,252−21.0% | Reduced |
| Manufacturers Life Insurance Company, The | 16,680 | $1.37M | 0.00% | −1,746−9.5% | Reduced |
| American International Group, Inc. | 17,701 | $1.45M | 0.01% | −421−2.3% | Reduced |
| Investment Management of Virginia LLC | 18,702 | $1.54M | 0.30% | 00.0% | Unchanged |
| EMC Capital Management | 16,896 | $1.54M | 0.86% | 00.0% | Unchanged |
| Millennium Management LLC | 20,087 | $1.65M | 0.00% | +3,033+17.8% | Added |
| Wells Fargo & Company | 20,916 | $1.72M | 0.00% | +7,740+58.7% | Added |
| Oppenheimer Asset Management Inc. | 21,846 | $1.79M | 0.03% | +1,223+5.9% | Added |