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.
Q3 2022 vs. Q2 2022
How the institutions holding Helios Technologies, Inc. changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 164 | 169 | +5 |
| Shares | 30.2M | 29.9M | −267.0K (−0.9%) |
| Value | $2.00B | $1.51B | −$486.3M (−24.3%) |
New holders (26)
Institutions that held Helios Technologies, Inc. at the end of Q3 2022 but not at the end of Q2 2022.
Sold out (21)
Institutions that held Helios Technologies, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| HighTower Trust Services, LTA | 65,613 | $6.55M |
| Osterweis Capital Management Inc | 93,805 | $6.21M |
| Advantage Alpha Capital Partners LP | 69,681 | $4.62M |
| Axiom Investors LLC | 38,585 | $2.56M |
| Aviva PLC | 20,192 | $1.34M |
| Hillsdale Investment Management Inc. | 11,600 | $769.0K |
| Janus Henderson Group PLC | 6,195 | $411.0K |
| Baird Financial Group, Inc. | 6,099 | $404.0K |
| Ieq Capital, LLC | 3,901 | $258.0K |
| ProShare Advisors LLC | 3,656 | $243.0K |
| Point72 Hong Kong Ltd | 1,041 | $69.0K |
| Silvant Capital Management LLC | 725 | $48.0K |
| Captrust Financial Advisors | 519 | $34.0K |
| Rockbridge Investment Management, LCC | 100 | $6.63K |
| Hantz Financial Services, Inc. | 54 | $4.00K |
| West Paces Advisors Inc. | 49 | $3.25K |
| C M Bidwell & Associates Ltd | 30 | $2.00K |
| JFS Wealth Advisors, LLC | 13 | $1.00K |
| CX Institutional | 15 | $1.00K |
| Manchester Capital Management LLC | 6 | $0 |
| Steward Financial Group LLC | 9 | $0 |