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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 5,164 | $424.0K | 0.04% | +486+10.4% | Added |
| Renaissance Technologies LLC | 5,075 | $417.0K | 0.00% | +5,075 | New |
| DCM Advisors, LLC | 5,000 | $411.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| Advisor Group Holdings, Inc. | 4,856 | $400.0K | 0.00% | +349+7.7% | Added |
| The PNC Financial Services Group, Inc. | 4,472 | $367.0K | 0.00% | +442+11.0% | Added |
| Alps Advisors Inc | 4,283 | $352.0K | 0.00% | +4,283 | New |
| ProShare Advisors LLC | 4,144 | $340.0K | 0.00% | −4,247−50.6% | Reduced |
| 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 |
| HRT Financial LP | 4,059 | $333.0K | 0.00% | +4,059 | New |
| US Bancorp | 4,029 | $331.0K | 0.00% | +15+0.4% | Added |
| Caxton Associates LP | 4,037 | $331.0K | 0.05% | +4,037 | New |
| Ieq Capital, LLC | 4,013 | $330.0K | 0.01% | −377−8.6% | Reduced |
| Truvestments Capital LLC | 3,750 | $308.0K | 0.17% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 3,232 | $265.0K | 0.00% | −1,596−33.1% | Reduced |
| Navellier & Associates Inc | 3,193 | $262.0K | 0.04% | +3,193 | New |
| Aigen Investment Management, LP | 3,134 | $257.0K | 0.05% | −268−7.9% | Reduced |
| State of Wisconsin Investment Board | 3,100 | $255.0K | 0.00% | +3,100 | New |
| 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 |
| D. E. Shaw & Co., Inc. | 2,986 | $245.0K | 0.00% | −1,727−36.6% | Reduced |
| PFG Advisors | 2,865 | $235.0K | 0.03% | +60+2.1% | Added |
| Zacks Investment Management | 2,693 | $221.0K | 0.00% | −566−17.4% | Reduced |
| Ergoteles LLC | 2,670 | $219.0K | 0.01% | +2,670 | New |
| Wesbanco Bank Inc | 2,625 | $216.0K | 0.01% | 00.0% | Unchanged |
| Aurora Investment Counsel | 2,595 | $213.0K | 0.15% | +2,595 | New |
| Virtu Financial LLC | 2,579 | $212.0K | 0.02% | +2,579 | New |
| Ameritas Investment Partners, Inc. | 2,542 | $209.0K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,500 | $205.0K | 0.00% | −100−3.8% | Reduced |
| Natixis Investment Managers International | 2,486 | $204.0K | 0.01% | −150−5.7% | Reduced |
| Pictet Asset Management SA | 2,455 | $202.0K | 0.00% | +2,455 | New |
| O'Shaughnessy Asset Management, LLC | 1,826 | $150.0K | 0.00% | +1,147+168.9% | Added |
| Great West Life Assurance Co | 1,754 | $145.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,299 | $107.0K | 0.07% | +280+27.5% | Added |
| Tower Research Capital LLC (TRC) | 1,279 | $105.0K | 0.00% | −4,055−76.0% | Reduced |
| American Portfolios Advisors | 1,206 | $99.0K | 0.00% | −35−2.8% | Reduced |
| BBVA USA | 1,034 | $85.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 985 | $81.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 997 | $81.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 879 | $72.0K | 0.00% | −449−33.8% | Reduced |
| Lazard Asset Management LLC | 808 | $66.0K | 0.00% | +232+40.3% | Added |
| Captrust Financial Advisors | 511 | $42.0K | 0.00% | +162+46.4% | Added |
| GPS Wealth Strategies Group, LLC | 472 | $39.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 445 | $37.0K | 0.00% | −4−0.9% | Reduced |
| Signaturefd, LLC | 424 | $35.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 414 | $34.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 370 | $30.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 274 | $22.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 218 | $18.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 121 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 45 | $4.00K | 0.00% | +11+32.4% | Added |
| West Paces Advisors Inc. | 44 | $3.61K | 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 |
| TD Capital Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −79,300−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −15,442−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,599−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −6,936−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −5,844−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −3,882−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,701−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | – | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |