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 |
|---|---|---|---|---|---|
| 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 |
| US Bancorp | 5,540 | $367.0K | 0.00% | +143+2.6% | Added |
| Jump Financial, LLC | 5,400 | $358.0K | 0.02% | −2,300−29.9% | 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 |
| Amalgamated Bank | 5,155 | $342.0K | 0.00% | −139−2.6% | Reduced |
| Principle Wealth Partners LLC | 5,043 | $334.0K | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,028 | $333.0K | 0.00% | −1,289−20.4% | Reduced |
| First Republic Investment Management, Inc. | 4,314 | $286.0K | 0.00% | −568−11.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,106 | $272.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,901 | $258.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,750 | $248.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $248.0K | 0.15% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,656 | $243.0K | 0.00% | −2,409−39.7% | Reduced |
| Wells Fargo & Company | 3,542 | $235.0K | 0.00% | −19,347−84.5% | Reduced |
| Citigroup Inc | 3,109 | $206.0K | 0.00% | +655+26.7% | Added |
| Ameritas Investment Partners, Inc. | 2,542 | $168.0K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,434 | $161.0K | 0.00% | −513−17.4% | Reduced |
| Metropolitan Life Insurance Co | 1,960 | $129.8K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,877 | $124.0K | 0.00% | +630+50.5% | Added |
| 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 |
| Great West Life Assurance Co | 1,487 | $99.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,382 | $92.0K | 0.00% | −1,296−48.4% | Reduced |
| American Portfolios Advisors | 1,206 | $79.9K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,041 | $69.0K | 0.00% | +840+417.9% | Added |
| Silvant Capital Management LLC | 725 | $48.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 712 | $47.0K | 0.01% | −889−55.5% | Reduced |
| STRS Ohio | 700 | $46.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 686 | $45.0K | 0.00% | −3,871−84.9% | Reduced |
| Fifth Third Bancorp | 616 | $41.0K | 0.00% | −27−4.2% | Reduced |
| Assetmark, Inc | 610 | $40.0K | 0.00% | −350−36.5% | Reduced |
| Captrust Financial Advisors | 519 | $34.0K | 0.00% | +58+12.6% | Added |
| GPS Wealth Strategies Group, LLC | 430 | $28.0K | 0.01% | −42−8.9% | Reduced |
| Macquarie Group Ltd | 414 | $27.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 410 | $27.0K | 0.00% | +2+0.5% | Added |
| FMR LLC | 400 | $26.0K | 0.00% | +9+2.3% | Added |
| Huntington National Bank | 396 | $26.0K | 0.00% | +253+176.9% | Added |
| Caldwell Trust Co | 370 | $24.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 232 | $15.0K | 0.00% | +232 | New |
| Bartlett & Co. LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 100 | $7.00K | 0.00% | −897−90.0% | Reduced |
| 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 |
| 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 |
| Hantz Financial Services, Inc. | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 49 | $3.25K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $3.00K | 0.00% | +46 | New |
| C M Bidwell & Associates Ltd | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Bamco Inc | 0 | $0 | 0.00% | −108,929−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −53,054−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,314−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −23,494−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −14,824−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −11,847−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −8,754−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −6,729−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,133−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −4,196−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,163−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,148−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,743−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| Acuitas Investments, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,372−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −3,268−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,228−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −3,178−100.0% | Sold out |
| Lindenwold Advisors | 0 | $0 | 0.00% | −2,730−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −2,671−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −2,554−100.0% | Sold out |
| EMC Capital Management | 0 | $0 | 0.00% | −1,954−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |