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, Q4 2021
Institutional positions in Helios Technologies, Inc. as of Dec 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
- 181
- +27 vs. Q3 2021
- Shares held
- 29.5M
- +17.8K (+0.1%) vs. Q3 2021
- Total value
- $3.10B
- +$675.5M (+27.9%) vs. Q3 2021
- New holders
- 37
- 59 more added
- Sold out
- 10
- 54 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Capital Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 6 | $1.00K | 0.00% | +6 | New |
| Schubert & Co | 5 | $1.00K | 0.00% | +5 | New |
| Covestor Ltd | 13 | $1.00K | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 18 | $2.00K | 0.00% | +18 | New |
| C M Bidwell & Associates Ltd | 30 | $3.00K | 0.00% | +30 | New |
| Parallel Advisors, LLC | 37 | $4.00K | 0.00% | +29+362.5% | Added |
| TCI Wealth Advisors, Inc. | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 46 | $5.00K | 0.00% | +46 | New |
| West Paces Advisors Inc. | 49 | $5.15K | 0.00% | +5+11.4% | Added |
| Quantbot Technologies LP | 60 | $6.00K | 0.00% | +60 | New |
| FMR LLC | 65 | $7.00K | 0.00% | +65 | New |
| Cullen/Frost Bankers, Inc. | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 91 | $10.0K | 0.00% | −127−58.3% | Reduced |
| Confluence Wealth Services, Inc. | 128 | $13.0K | 0.00% | +128 | New |
| Huntington National Bank | 143 | $15.0K | 0.00% | +22+18.2% | Added |
| CWM, LLC | 200 | $21.0K | 0.00% | +200 | New |
| First Horizon Advisors, Inc. | 232 | $24.0K | 0.00% | −42−15.3% | Reduced |
| Caldwell Trust Co | 370 | $38.9K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 377 | $40.0K | 0.01% | +377 | New |
| Aquatic Capital Management LLC | 400 | $42.0K | 0.08% | +400 | New |
| Macquarie Group Ltd | 414 | $44.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 424 | $45.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 472 | $50.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 486 | $51.0K | 0.00% | −25−4.9% | Reduced |
| STRS Ohio | 700 | $73.0K | 0.00% | +700 | New |
| Silvant Capital Management LLC | 725 | $76.0K | 0.01% | +725 | New |
| Lazard Asset Management LLC | 808 | $84.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 960 | $101.0K | 0.00% | −25−2.5% | Reduced |
| FourThought Financial, LLC | 997 | $105.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,206 | $126.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,260 | $133.0K | 0.06% | −39−3.0% | Reduced |
| Fifth Third Bancorp | 1,630 | $171.0K | 0.00% | +1,185+266.3% | Added |
| Natixis Investment Managers International | 1,664 | $175.0K | 0.01% | −822−33.1% | Reduced |
| Great West Life Assurance Co | 1,754 | $184.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 1,992 | $210.0K | 0.00% | −463−18.9% | Reduced |
| Stephens Inc | 2,015 | $212.0K | 0.00% | +2,015 | New |
| Marco Investment Management LLC | 2,037 | $214.0K | 0.02% | +2,037 | New |
| Schonfeld Strategic Advisors LLC | 2,100 | $221.0K | 0.00% | −400−16.0% | Reduced |
| Beacon Pointe Advisors, LLC | 2,127 | $224.0K | 0.01% | +2,127 | New |
| Simplex Trading, LLC | 2,163 | $227.0K | 0.01% | +2,163 | New |
| HSBC Holdings PLC | 2,535 | $265.0K | 0.00% | +2,535 | New |
| Ameritas Investment Partners, Inc. | 2,542 | $267.0K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,535 | $267.0K | 0.01% | +2,535 | New |
| Prudential Financial Inc | 2,568 | $270.0K | 0.00% | −515−16.7% | Reduced |
| Aurora Investment Counsel | 2,595 | $273.0K | 0.16% | 00.0% | Unchanged |
| Lindenwold Advisors | 2,605 | $274.0K | 0.16% | +2,605 | New |
| Wesbanco Bank Inc | 2,865 | $301.0K | 0.01% | +240+9.1% | Added |
| PFG Advisors | 2,868 | $302.0K | 0.03% | +3+0.1% | Added |
| State of Wisconsin Investment Board | 3,100 | $326.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 3,190 | $335.0K | 0.00% | −16,897−84.1% | Reduced |
| DCM Advisors, LLC | 3,500 | $368.0K | 0.11% | −1,500−30.0% | Reduced |
| Clearstead Advisors, LLC | 3,750 | $394.0K | 0.03% | −349−8.5% | Reduced |
| Truvestments Capital LLC | 3,750 | $394.0K | 0.20% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,848 | $403.0K | 0.01% | +3,848 | New |
| Ieq Capital, LLC | 3,994 | $420.0K | 0.01% | −19−0.5% | Reduced |
| US Bancorp | 4,072 | $428.0K | 0.00% | +43+1.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,106 | $432.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,336 | $456.0K | 0.01% | +53+1.2% | Added |
| Quadrature Capital Ltd | 4,339 | $457.0K | 0.02% | +4,339 | New |
| Snowden Capital Advisors LLC | 4,672 | $491.0K | 0.03% | +4,672 | New |
| AQR Capital Management LLC | 4,806 | $505.0K | 0.00% | −1,896−28.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,856 | $511.0K | 0.00% | +384+8.6% | Added |
| First Republic Investment Management, Inc. | 4,984 | $524.0K | 0.00% | −834−14.3% | Reduced |
| Principle Wealth Partners LLC | 5,043 | $530.0K | 0.06% | −801−13.7% | Reduced |
| Advisor Group Holdings, Inc. | 5,265 | $551.0K | 0.00% | +409+8.4% | Added |
| D. E. Shaw & Co., Inc. | 5,489 | $577.0K | 0.00% | +2,503+83.8% | Added |
| Public Employees Retirement Association of Colorado | 5,639 | $593.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,692 | $599.0K | 0.00% | −62−1.1% | Reduced |
| IndexIQ Advisors LLC | 5,795 | $609.0K | 0.02% | −375−6.1% | Reduced |
| Baird Financial Group, Inc. | 5,860 | $616.0K | 0.00% | +590+11.2% | Added |
| Zions Bancorporation, N.A. | 6,031 | $634.0K | 0.06% | +867+16.8% | Added |
| Teacher Retirement System of Texas | 6,041 | $635.0K | 0.00% | +1,063+21.4% | Added |
| Janus Henderson Group PLC | 6,191 | $651.0K | 0.00% | +3,113+101.1% | Added |
| John G Ullman & Associates Inc | 6,300 | $663.0K | 0.09% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 6,875 | $723.0K | 0.00% | +775+12.7% | Added |
| Tower Research Capital LLC (TRC) | 6,904 | $727.0K | 0.01% | +5,625+439.8% | Added |
| BNP Paribas Arbitrage, SA | 6,933 | $729.1K | 0.00% | +573+9.0% | Added |
| Ameritas Advisory Services, LLC | 7,048 | $741.0K | 0.03% | +7,048 | New |
| ProShare Advisors LLC | 7,064 | $743.0K | 0.00% | +2,920+70.5% | Added |
| Aviance Capital Partners, LLC | 7,087 | $745.0K | 0.12% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 7,472 | $786.0K | 0.00% | +7,472 | New |
| Qube Research & Technologies Ltd | 7,563 | $795.0K | 0.01% | +7,563 | New |
| Allstate Corp | 7,926 | $834.0K | 0.02% | −694−8.1% | Reduced |
| Baldwin Brothers Inc | 7,926 | $834.0K | 0.08% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,158 | $858.0K | 0.00% | −900−9.9% | Reduced |
| Cubist Systematic Strategies, LLC | 8,247 | $867.0K | 0.01% | +5,015+155.2% | Added |
| Victory Capital Management Inc | 8,260 | $869.0K | 0.00% | −348−4.0% | Reduced |
| Arizona State Retirement System | 8,282 | $871.0K | 0.01% | −59−0.7% | Reduced |
| Metropolitan Life Insurance Co | 8,382 | $881.5K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,960 | $916.0K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 8,750 | $920.0K | 0.01% | −1,195−12.0% | Reduced |
| Envestnet Asset Management Inc | 8,952 | $941.0K | 0.00% | +229+2.6% | Added |
| Citigroup Inc | 9,579 | $1.01M | 0.00% | +4,594+92.2% | Added |
| Personal Capital Advisors Corp | 9,599 | $1.01M | 0.00% | +9,599 | New |
| LPL Financial LLC | 9,741 | $1.02M | 0.00% | +3,552+57.4% | Added |
| Navellier & Associates Inc | 10,327 | $1.09M | 0.16% | +7,134+223.4% | Added |
| Zacks Investment Management | 10,590 | $1.11M | 0.02% | +7,897+293.2% | Added |