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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 7,048 | $741.0K | 0.03% | +7,048 | New |
| BNP Paribas Arbitrage, SA | 6,933 | $729.1K | 0.00% | +573+9.0% | Added |
| Tower Research Capital LLC (TRC) | 6,904 | $727.0K | 0.01% | +5,625+439.8% | Added |
| Glenmede Trust Co NA | 6,875 | $723.0K | 0.00% | +775+12.7% | Added |
| John G Ullman & Associates Inc | 6,300 | $663.0K | 0.09% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 6,191 | $651.0K | 0.00% | +3,113+101.1% | Added |
| Teacher Retirement System of Texas | 6,041 | $635.0K | 0.00% | +1,063+21.4% | Added |
| Zions Bancorporation, N.A. | 6,031 | $634.0K | 0.06% | +867+16.8% | Added |
| Baird Financial Group, Inc. | 5,860 | $616.0K | 0.00% | +590+11.2% | Added |
| IndexIQ Advisors LLC | 5,795 | $609.0K | 0.02% | −375−6.1% | Reduced |
| Amalgamated Bank | 5,692 | $599.0K | 0.00% | −62−1.1% | Reduced |
| Public Employees Retirement Association of Colorado | 5,639 | $593.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 5,489 | $577.0K | 0.00% | +2,503+83.8% | Added |
| Advisor Group Holdings, Inc. | 5,265 | $551.0K | 0.00% | +409+8.4% | Added |
| Principle Wealth Partners LLC | 5,043 | $530.0K | 0.06% | −801−13.7% | Reduced |
| First Republic Investment Management, Inc. | 4,984 | $524.0K | 0.00% | −834−14.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,856 | $511.0K | 0.00% | +384+8.6% | Added |
| AQR Capital Management LLC | 4,806 | $505.0K | 0.00% | −1,896−28.3% | Reduced |
| Snowden Capital Advisors LLC | 4,672 | $491.0K | 0.03% | +4,672 | New |
| Quadrature Capital Ltd | 4,339 | $457.0K | 0.02% | +4,339 | New |
| Alps Advisors Inc | 4,336 | $456.0K | 0.01% | +53+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,106 | $432.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,072 | $428.0K | 0.00% | +43+1.1% | Added |
| Ieq Capital, LLC | 3,994 | $420.0K | 0.01% | −19−0.5% | Reduced |
| Wolverine Trading, LLC | 3,848 | $403.0K | 0.01% | +3,848 | New |
| 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 |
| DCM Advisors, LLC | 3,500 | $368.0K | 0.11% | −1,500−30.0% | Reduced |
| Millennium Management LLC | 3,190 | $335.0K | 0.00% | −16,897−84.1% | Reduced |
| State of Wisconsin Investment Board | 3,100 | $326.0K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 2,868 | $302.0K | 0.03% | +3+0.1% | Added |
| Wesbanco Bank Inc | 2,865 | $301.0K | 0.01% | +240+9.1% | Added |
| Lindenwold Advisors | 2,605 | $274.0K | 0.16% | +2,605 | New |
| Aurora Investment Counsel | 2,595 | $273.0K | 0.16% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,568 | $270.0K | 0.00% | −515−16.7% | Reduced |
| 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 |
| HSBC Holdings PLC | 2,535 | $265.0K | 0.00% | +2,535 | New |
| Simplex Trading, LLC | 2,163 | $227.0K | 0.01% | +2,163 | New |
| Beacon Pointe Advisors, LLC | 2,127 | $224.0K | 0.01% | +2,127 | New |
| Schonfeld Strategic Advisors LLC | 2,100 | $221.0K | 0.00% | −400−16.0% | Reduced |
| Marco Investment Management LLC | 2,037 | $214.0K | 0.02% | +2,037 | New |
| Stephens Inc | 2,015 | $212.0K | 0.00% | +2,015 | New |
| Pictet Asset Management SA | 1,992 | $210.0K | 0.00% | −463−18.9% | Reduced |
| Great West Life Assurance Co | 1,754 | $184.0K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,664 | $175.0K | 0.01% | −822−33.1% | Reduced |
| Fifth Third Bancorp | 1,630 | $171.0K | 0.00% | +1,185+266.3% | Added |
| State of Wyoming | 1,260 | $133.0K | 0.06% | −39−3.0% | Reduced |
| American Portfolios Advisors | 1,206 | $126.8K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 997 | $105.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 960 | $101.0K | 0.00% | −25−2.5% | Reduced |
| Lazard Asset Management LLC | 808 | $84.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 725 | $76.0K | 0.01% | +725 | New |
| STRS Ohio | 700 | $73.0K | 0.00% | +700 | New |
| Captrust Financial Advisors | 486 | $51.0K | 0.00% | −25−4.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 472 | $50.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 424 | $45.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 414 | $44.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $42.0K | 0.08% | +400 | New |
| Signet Financial Management, LLC | 377 | $40.0K | 0.01% | +377 | New |
| Caldwell Trust Co | 370 | $38.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 232 | $24.0K | 0.00% | −42−15.3% | Reduced |
| CWM, LLC | 200 | $21.0K | 0.00% | +200 | New |
| Huntington National Bank | 143 | $15.0K | 0.00% | +22+18.2% | Added |
| Confluence Wealth Services, Inc. | 128 | $13.0K | 0.00% | +128 | New |
| ClariVest Asset Management LLC | 91 | $10.0K | 0.00% | −127−58.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 65 | $7.00K | 0.00% | +65 | New |
| Quantbot Technologies LP | 60 | $6.00K | 0.00% | +60 | New |
| West Paces Advisors Inc. | 49 | $5.15K | 0.00% | +5+11.4% | 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 |
| Parallel Advisors, LLC | 37 | $4.00K | 0.00% | +29+362.5% | Added |
| C M Bidwell & Associates Ltd | 30 | $3.00K | 0.00% | +30 | New |
| SRS Capital Advisors, Inc. | 18 | $2.00K | 0.00% | +18 | 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 |
| TD Capital Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Barclays PLC | 0 | $0 | 0.00% | −14,773−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −6,490−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −5,075−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,059−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −4,037−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,134−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,826−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |