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.
Q2 2022 vs. Q1 2022
How the institutions holding Helios Technologies, Inc. changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 185 | 3 | 164 | −18 |
| Shares | 29.5M | 76.6K | 30.2M | +761.2K (+2.6%) |
| Value | $2.36B | $6.15M | $2.00B | −$357.5M (−15.2%) |
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Helios Technologies, Inc. at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| HighTower Trust Services, LTA | 65,613 | $6.55M | 1.10% |
| GHP Investment Advisors, Inc. | 24,528 | $1.63M | 0.12% |
| Alpha Paradigm Partners, LLC | 16,674 | $1.10M | 0.46% |
| Two Sigma Advisers, LP | 11,400 | $755.0K | 0.00% |
| State of Wisconsin Investment Board | 8,163 | $541.0K | 0.00% |
| First Horizon Advisors, Inc. | 232 | $15.0K | 0.00% |
| Private Trust Co NA | 75 | $5.00K | 0.00% |
| Bell Investment Advisors, Inc | 46 | $3.00K | 0.00% |
| CX Institutional | 15 | $1.00K | 0.00% |
| Lindbrook Capital, LLC | 8 | $1.00K | 0.00% |
| Rockefeller Capital Management L.P. | 2 | $0 | 0.00% |
| Steward Financial Group LLC | 9 | $0 | 0.00% |
Sold out (30)
Institutions that held Helios Technologies, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.
Not filed for Q2 2022 yet (3)
Institutions that held Helios Technologies, Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Parametric Portfolio Associates LLC | 71,322 | $5.72M |
| Amalgamated Financial Corp. | 5,294 | $425.0K |
| SJS Investment Consulting Inc. | 1 | $0 |