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 |
|---|---|---|---|---|---|
| Marco Investment Management LLC | 0 | $0 | 0.00% | −2,037−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −2,015−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −1,992−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |