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 |
|---|---|---|---|---|---|
| Aviance Capital Partners, LLC | 7,087 | $569.0K | 0.10% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,048 | $566.0K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,858 | $550.0K | 0.00% | −1,300−15.9% | Reduced |
| Navellier & Associates Inc | 6,729 | $540.0K | 0.09% | −3,598−34.8% | Reduced |
| The PNC Financial Services Group, Inc. | 6,375 | $512.0K | 0.00% | +1,519+31.3% | Added |
| Teacher Retirement System of Texas | 6,317 | $507.0K | 0.00% | +276+4.6% | Added |
| John G Ullman & Associates Inc | 6,300 | $506.0K | 0.07% | 00.0% | Unchanged |
| Victory Capital Management Inc | 7,406 | $498.0K | 0.00% | −854−10.3% | Reduced |
| Janus Henderson Group PLC | 6,192 | $497.0K | 0.00% | +10.0% | Added |
| PEAK6 Investments LLC | 6,133 | $492.0K | 0.01% | −20,724−77.2% | Reduced |
| AQR Capital Management LLC | 6,085 | $488.0K | 0.00% | +1,279+26.6% | Added |
| ProShare Advisors LLC | 6,065 | $486.0K | 0.00% | −999−14.1% | Reduced |
| Baird Financial Group, Inc. | 5,997 | $481.0K | 0.00% | +137+2.3% | Added |
| Public Employees Retirement Association of Colorado | 5,639 | $453.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,088 | $441.0K | 0.00% | +823+15.6% | Added |
| US Bancorp | 5,397 | $434.0K | 0.00% | +1,325+32.5% | Added |
| Amalgamated Bank | 5,294 | $425.0K | 0.00% | −398−7.0% | Reduced |
| Amalgamated Financial Corp. | 5,294 | $425.0K | 0.00% | +5,294 | New |
| Principle Wealth Partners LLC | 5,043 | $405.0K | 0.04% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 4,882 | $392.0K | 0.00% | −102−2.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,700 | $377.0K | 0.04% | +4,700 | New |
| Quantbot Technologies LP | 4,557 | $365.0K | 0.03% | +4,497+7,495.0% | Added |
| Fred Alger Management, LLC | 4,196 | $337.0K | 0.00% | −219,575−98.1% | Reduced |
| ExodusPoint Capital Management, LP | 4,163 | $334.0K | 0.00% | +4,163 | New |
| Simplex Trading, LLC | 4,148 | $332.0K | 0.01% | +1,985+91.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,106 | $330.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,901 | $313.0K | 0.01% | −93−2.3% | Reduced |
| Clearstead Advisors, LLC | 3,750 | $301.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $301.0K | 0.17% | 00.0% | Unchanged |
| Trexquant Investment LP | 3,743 | $300.0K | 0.01% | +3,743 | New |
| Squarepoint Ops LLC | 3,688 | $296.0K | 0.00% | +3,688 | New |
| Acuitas Investments, LLC | 3,500 | $281.0K | 0.26% | +3,500 | New |
| Gsa Capital Partners LLP | 3,372 | $271.0K | 0.04% | +3,372 | New |
| Jane Street Group, LLC | 3,268 | $262.0K | 0.00% | +3,268 | New |
| 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 |
| PFG Advisors | 3,178 | $255.0K | 0.03% | +310+10.8% | Added |
| Natixis Investment Managers International | 2,947 | $236.0K | 0.00% | +1,283+77.1% | Added |
| Lindenwold Advisors | 2,730 | $219.0K | 0.13% | +125+4.8% | Added |
| Wolverine Trading, LLC | 2,790 | $218.0K | 0.01% | −1,058−27.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,678 | $215.0K | 0.00% | −4,226−61.2% | Reduced |
| Commonwealth Equity Services, LLC | 2,671 | $214.0K | 0.00% | +2,671 | New |
| HSBC Holdings PLC | 2,554 | $206.0K | 0.00% | +19+0.7% | Added |
| Ameritas Investment Partners, Inc. | 2,542 | $204.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 2,454 | $197.0K | 0.00% | −7,125−74.4% | Reduced |
| Metropolitan Life Insurance Co | 1,960 | $157.3K | 0.01% | −6,422−76.6% | Reduced |
| EMC Capital Management | 1,954 | $131.0K | 0.09% | −14,942−88.4% | Reduced |
| Dark Forest Capital Management LP | 1,601 | $128.0K | 0.03% | +1,601 | New |
| Great West Life Assurance Co | 1,487 | $127.0K | 0.00% | −267−15.2% | Reduced |
| Lazard Asset Management LLC | 1,247 | $100.0K | 0.00% | +439+54.3% | Added |
| American Portfolios Advisors | 1,206 | $96.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,156 | $93.0K | 0.05% | −104−8.3% | Reduced |
| Assetmark, Inc | 960 | $77.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 725 | $58.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 700 | $56.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 643 | $52.0K | 0.00% | −987−60.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 472 | $38.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 461 | $37.0K | 0.00% | −25−5.1% | Reduced |
| Signaturefd, LLC | 408 | $33.0K | 0.00% | −16−3.8% | Reduced |
| Macquarie Group Ltd | 414 | $33.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 391 | $32.0K | 0.00% | +326+501.5% | Added |
| Caldwell Trust Co | 370 | $29.7K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 201 | $16.0K | 0.00% | +201 | New |
| Huntington National Bank | 143 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 108 | $9.00K | 0.00% | +63+140.0% | Added |
| IFP Advisors, Inc | 179 | $9.00K | 0.00% | +179 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $8.03K | 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 |
| Rockbridge Investment Management, LCC | 100 | $7.88K | 0.00% | +100 | New |
| ClariVest Asset Management LLC | 91 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 80 | $6.00K | 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 |
| West Paces Advisors Inc. | 49 | $3.93K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −21,126−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −12,485−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −7,926−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −5,795−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −4,672−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,339−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −4,336−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −2,865−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −2,568−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,535−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,127−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |