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, Q1 2022
Institutional positions in Helios Technologies, Inc. as of Mar 31, 2022. 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
- 185
- +5 vs. Q4 2021
- Shares held
- 29.5M
- −13.1K (0.0%) vs. Q4 2021
- Total value
- $2.36B
- −$734.5M (−23.7%) vs. Q4 2021
- New holders
- 29
- 59 more added
- Sold out
- 24
- 62 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Schubert & Co | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| JFS Wealth Advisors, LLC | 6 | $0 | 0.00% | +3+100.0% | Added |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | +2 | New |
| Cordant, Inc. | 6 | $0 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Parallel Advisors, LLC | 8 | $1.00K | 0.00% | −29−78.4% | Reduced |
| SRS Capital Advisors, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 49 | $3.93K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 54 | $4.00K | 0.00% | +54 | New |
| Cullen/Frost Bankers, Inc. | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 91 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 100 | $7.88K | 0.00% | +100 | New |
| FourThought Financial, LLC | 997 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $8.00K | 0.00% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $8.03K | 0.00% | +100 | New |
| TCI Wealth Advisors, Inc. | 108 | $9.00K | 0.00% | +63+140.0% | Added |
| IFP Advisors, Inc | 179 | $9.00K | 0.00% | +179 | New |
| Huntington National Bank | 143 | $11.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 201 | $16.0K | 0.00% | +201 | New |
| Caldwell Trust Co | 370 | $29.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 391 | $32.0K | 0.00% | +326+501.5% | Added |
| Signaturefd, LLC | 408 | $33.0K | 0.00% | −16−3.8% | Reduced |
| Macquarie Group Ltd | 414 | $33.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 461 | $37.0K | 0.00% | −25−5.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 472 | $38.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 643 | $52.0K | 0.00% | −987−60.6% | Reduced |
| STRS Ohio | 700 | $56.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 725 | $58.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 960 | $77.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,156 | $93.0K | 0.05% | −104−8.3% | Reduced |
| American Portfolios Advisors | 1,206 | $96.8K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,247 | $100.0K | 0.00% | +439+54.3% | Added |
| Great West Life Assurance Co | 1,487 | $127.0K | 0.00% | −267−15.2% | Reduced |
| Dark Forest Capital Management LP | 1,601 | $128.0K | 0.03% | +1,601 | New |
| EMC Capital Management | 1,954 | $131.0K | 0.09% | −14,942−88.4% | Reduced |
| Metropolitan Life Insurance Co | 1,960 | $157.3K | 0.01% | −6,422−76.6% | Reduced |
| Citigroup Inc | 2,454 | $197.0K | 0.00% | −7,125−74.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,542 | $204.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,554 | $206.0K | 0.00% | +19+0.7% | Added |
| Commonwealth Equity Services, LLC | 2,671 | $214.0K | 0.00% | +2,671 | New |
| Tower Research Capital LLC (TRC) | 2,678 | $215.0K | 0.00% | −4,226−61.2% | Reduced |
| Wolverine Trading, LLC | 2,790 | $218.0K | 0.01% | −1,058−27.5% | Reduced |
| Lindenwold Advisors | 2,730 | $219.0K | 0.13% | +125+4.8% | Added |
| Natixis Investment Managers International | 2,947 | $236.0K | 0.00% | +1,283+77.1% | Added |
| PFG Advisors | 3,178 | $255.0K | 0.03% | +310+10.8% | Added |
| Qube Research & Technologies Ltd | 3,228 | $259.0K | 0.00% | −4,335−57.3% | Reduced |
| Westwood Holdings Group Inc. | 3,227 | $259.0K | 0.00% | +3,227 | New |
| Jane Street Group, LLC | 3,268 | $262.0K | 0.00% | +3,268 | New |
| Gsa Capital Partners LLP | 3,372 | $271.0K | 0.04% | +3,372 | New |
| Acuitas Investments, LLC | 3,500 | $281.0K | 0.26% | +3,500 | New |
| Squarepoint Ops LLC | 3,688 | $296.0K | 0.00% | +3,688 | New |
| Trexquant Investment LP | 3,743 | $300.0K | 0.01% | +3,743 | New |
| Clearstead Advisors, LLC | 3,750 | $301.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $301.0K | 0.17% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,901 | $313.0K | 0.01% | −93−2.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,106 | $330.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,148 | $332.0K | 0.01% | +1,985+91.8% | Added |
| ExodusPoint Capital Management, LP | 4,163 | $334.0K | 0.00% | +4,163 | New |
| Fred Alger Management, LLC | 4,196 | $337.0K | 0.00% | −219,575−98.1% | Reduced |
| Quantbot Technologies LP | 4,557 | $365.0K | 0.03% | +4,497+7,495.0% | Added |
| Dynamic Technology Lab Private Ltd | 4,700 | $377.0K | 0.04% | +4,700 | New |
| First Republic Investment Management, Inc. | 4,882 | $392.0K | 0.00% | −102−2.0% | Reduced |
| Principle Wealth Partners LLC | 5,043 | $405.0K | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 5,294 | $425.0K | 0.00% | −398−7.0% | Reduced |
| Amalgamated Financial Corp. | 5,294 | $425.0K | 0.00% | +5,294 | New |
| US Bancorp | 5,397 | $434.0K | 0.00% | +1,325+32.5% | Added |
| Advisor Group Holdings, Inc. | 6,088 | $441.0K | 0.00% | +823+15.6% | Added |
| Public Employees Retirement Association of Colorado | 5,639 | $453.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,997 | $481.0K | 0.00% | +137+2.3% | Added |
| ProShare Advisors LLC | 6,065 | $486.0K | 0.00% | −999−14.1% | Reduced |
| AQR Capital Management LLC | 6,085 | $488.0K | 0.00% | +1,279+26.6% | Added |
| PEAK6 Investments LLC | 6,133 | $492.0K | 0.01% | −20,724−77.2% | Reduced |
| Janus Henderson Group PLC | 6,192 | $497.0K | 0.00% | +10.0% | Added |
| Victory Capital Management Inc | 7,406 | $498.0K | 0.00% | −854−10.3% | Reduced |
| John G Ullman & Associates Inc | 6,300 | $506.0K | 0.07% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,317 | $507.0K | 0.00% | +276+4.6% | Added |
| The PNC Financial Services Group, Inc. | 6,375 | $512.0K | 0.00% | +1,519+31.3% | Added |
| Navellier & Associates Inc | 6,729 | $540.0K | 0.09% | −3,598−34.8% | Reduced |
| Handelsbanken Fonder AB | 6,858 | $550.0K | 0.00% | −1,300−15.9% | Reduced |
| Ameritas Advisory Services, LLC | 7,048 | $566.0K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,087 | $569.0K | 0.10% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,700 | $618.0K | 0.03% | +7,700 | New |
| Baldwin Brothers Inc | 7,926 | $636.0K | 0.07% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 8,059 | $647.0K | 0.06% | +2,028+33.6% | Added |
| Arizona State Retirement System | 8,321 | $668.0K | 0.01% | +39+0.5% | Added |
| Glenmede Trust Co NA | 8,665 | $695.0K | 0.00% | +1,790+26.0% | Added |
| BNP Paribas Arbitrage, SA | 8,717 | $699.5K | 0.00% | +1,784+25.7% | Added |
| Commerce Bank | 8,750 | $702.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 8,754 | $703.0K | 0.05% | +8,754 | New |
| Envestnet Asset Management Inc | 8,870 | $712.0K | 0.00% | −82−0.9% | Reduced |
| Personal Capital Advisors Corp | 9,599 | $770.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 10,317 | $828.0K | 0.00% | +7,127+223.4% | Added |
| Renaissance Technologies LLC | 11,375 | $913.0K | 0.00% | +11,375 | New |
| Hillsdale Investment Management Inc. | 11,600 | $931.0K | 0.06% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,798 | $947.0K | 0.01% | −162−1.4% | Reduced |
| Zacks Investment Management | 11,847 | $951.0K | 0.01% | +1,257+11.9% | Added |