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, Q2 2022
Institutional positions in Helios Technologies, Inc. as of Jun 30, 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
- 164
- −18 vs. Q1 2022
- Shares held
- 30.2M
- +761.2K (+2.6%) vs. Q1 2022
- Total value
- $2.00B
- −$357.5M (−15.2%) vs. Q1 2022
- New holders
- 12
- 54 more added
- Sold out
- 30
- 57 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 6 | $0 | 0.00% | +1+20.0% | Added |
| Disciplined Investments, LLC | 3 | $0 | 0.00% | +1+50.0% | Added |
| Rockefeller Capital Management L.P. | 2 | $0 | 0.00% | +2 | New |
| Steward Financial Group LLC | 9 | $0 | 0.00% | +9 | New |
| SRS Capital Advisors, Inc. | 16 | $1.00K | 0.00% | −2−11.1% | Reduced |
| Covestor Ltd | 9 | $1.00K | 0.00% | −4−30.8% | Reduced |
| JFS Wealth Advisors, LLC | 13 | $1.00K | 0.00% | +7+116.7% | Added |
| Schubert & Co | 10 | $1.00K | 0.00% | +7+233.3% | Added |
| CX Institutional | 15 | $1.00K | 0.00% | +15 | New |
| Lindbrook Capital, LLC | 8 | $1.00K | 0.00% | +8 | New |
| C M Bidwell & Associates Ltd | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $3.00K | 0.00% | +46 | New |
| West Paces Advisors Inc. | 49 | $3.25K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 78 | $5.00K | 0.00% | −30−27.8% | Reduced |
| IFP Advisors, Inc | 99 | $5.00K | 0.00% | −80−44.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 76 | $5.00K | 0.00% | +68+850.0% | Added |
| Private Trust Co NA | 75 | $5.00K | 0.00% | +75 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $6.63K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 100 | $6.63K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 100 | $7.00K | 0.00% | −897−90.0% | Reduced |
| First Horizon Advisors, Inc. | 232 | $15.0K | 0.00% | +232 | New |
| Caldwell Trust Co | 370 | $24.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 400 | $26.0K | 0.00% | +9+2.3% | Added |
| Huntington National Bank | 396 | $26.0K | 0.00% | +253+176.9% | Added |
| Macquarie Group Ltd | 414 | $27.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 410 | $27.0K | 0.00% | +2+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 430 | $28.0K | 0.01% | −42−8.9% | Reduced |
| Captrust Financial Advisors | 519 | $34.0K | 0.00% | +58+12.6% | Added |
| Assetmark, Inc | 610 | $40.0K | 0.00% | −350−36.5% | Reduced |
| Fifth Third Bancorp | 616 | $41.0K | 0.00% | −27−4.2% | Reduced |
| Quantbot Technologies LP | 686 | $45.0K | 0.00% | −3,871−84.9% | Reduced |
| STRS Ohio | 700 | $46.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 712 | $47.0K | 0.01% | −889−55.5% | Reduced |
| Silvant Capital Management LLC | 725 | $48.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,041 | $69.0K | 0.00% | +840+417.9% | Added |
| American Portfolios Advisors | 1,206 | $79.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,382 | $92.0K | 0.00% | −1,296−48.4% | Reduced |
| Great West Life Assurance Co | 1,487 | $99.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,546 | $102.0K | 0.00% | −12,586−89.1% | Reduced |
| State of Wyoming | 1,541 | $102.0K | 0.06% | +385+33.3% | Added |
| Lazard Asset Management LLC | 1,877 | $124.0K | 0.00% | +630+50.5% | Added |
| Metropolitan Life Insurance Co | 1,960 | $129.8K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,434 | $161.0K | 0.00% | −513−17.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,542 | $168.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 3,109 | $206.0K | 0.00% | +655+26.7% | Added |
| Wells Fargo & Company | 3,542 | $235.0K | 0.00% | −19,347−84.5% | Reduced |
| ProShare Advisors LLC | 3,656 | $243.0K | 0.00% | −2,409−39.7% | Reduced |
| Clearstead Advisors, LLC | 3,750 | $248.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $248.0K | 0.15% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,901 | $258.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,106 | $272.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 4,314 | $286.0K | 0.00% | −568−11.6% | Reduced |
| Teacher Retirement System of Texas | 5,028 | $333.0K | 0.00% | −1,289−20.4% | Reduced |
| Principle Wealth Partners LLC | 5,043 | $334.0K | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 5,155 | $342.0K | 0.00% | −139−2.6% | Reduced |
| The PNC Financial Services Group, Inc. | 5,241 | $347.0K | 0.00% | −1,134−17.8% | Reduced |
| AQR Capital Management LLC | 5,233 | $347.0K | 0.00% | −852−14.0% | Reduced |
| Jump Financial, LLC | 5,400 | $358.0K | 0.02% | −2,300−29.9% | Reduced |
| US Bancorp | 5,540 | $367.0K | 0.00% | +143+2.6% | Added |
| Public Employees Retirement Association of Colorado | 5,639 | $374.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,675 | $374.0K | 0.00% | −413−6.8% | Reduced |
| Baird Financial Group, Inc. | 6,099 | $404.0K | 0.00% | +102+1.7% | Added |
| Janus Henderson Group PLC | 6,195 | $411.0K | 0.00% | +30.0% | Added |
| John G Ullman & Associates Inc | 6,300 | $417.0K | 0.07% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,858 | $454.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,048 | $467.0K | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,087 | $470.0K | 0.10% | 00.0% | Unchanged |
| Commerce Bank | 7,764 | $515.0K | 0.00% | −986−11.3% | Reduced |
| Baldwin Brothers Inc | 7,926 | $525.0K | 0.07% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,145 | $539.6K | 0.00% | −572−6.6% | Reduced |
| Glenmede Trust Co NA | 8,169 | $541.0K | 0.00% | −496−5.7% | Reduced |
| State of Wisconsin Investment Board | 8,163 | $541.0K | 0.00% | +8,163 | New |
| Millennium Management LLC | 8,728 | $578.0K | 0.00% | −1,589−15.4% | Reduced |
| Arizona State Retirement System | 8,781 | $582.0K | 0.01% | +460+5.5% | Added |
| Envestnet Asset Management Inc | 9,367 | $621.0K | 0.00% | +497+5.6% | Added |
| Personal Capital Advisors Corp | 9,599 | $636.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9,831 | $651.0K | 0.07% | +1,772+22.0% | Added |
| SG Americas Securities, LLC | 11,033 | $731.0K | 0.01% | −18,544−62.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 11,207 | $742.0K | 0.00% | −2,801−20.0% | Reduced |
| Two Sigma Advisers, LP | 11,400 | $755.0K | 0.00% | +11,400 | New |
| Hillsdale Investment Management Inc. | 11,600 | $769.0K | 0.06% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,798 | $782.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,273 | $813.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 12,379 | $820.0K | 0.34% | −200−1.6% | Reduced |
| LPL Financial LLC | 13,236 | $848.0K | 0.00% | +903+7.3% | Added |
| Voya Investment Management LLC | 12,921 | $856.0K | 0.00% | +131+1.0% | Added |
| Manufacturers Life Insurance Company, The | 13,057 | $865.0K | 0.00% | −257−1.9% | Reduced |
| Principal Financial Group Inc | 13,434 | $890.0K | 0.00% | −2,899−17.7% | Reduced |
| State Board of Administration of Florida Retirement System | 13,625 | $903.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 13,777 | $913.0K | 0.01% | −14,297−50.9% | Reduced |
| American International Group, Inc. | 15,231 | $1.01M | 0.01% | −825−5.1% | Reduced |
| Alpha Paradigm Partners, LLC | 16,674 | $1.10M | 0.46% | +16,674 | New |
| UBS Group AG | 16,900 | $1.12M | 0.00% | −6,294−27.1% | Reduced |
| MetLife Investment Management | 17,500 | $1.16M | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 17,854 | $1.18M | 0.00% | −2,449−12.1% | Reduced |
| Investment Management of Virginia LLC | 18,467 | $1.22M | 0.25% | 00.0% | Unchanged |
| Aviva PLC | 20,192 | $1.34M | 0.01% | 00.0% | Unchanged |