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, Q3 2022
Institutional positions in Helios Technologies, Inc. as of Sep 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
- 169
- +5 vs. Q2 2022
- Shares held
- 29.9M
- −267.0K (−0.9%) vs. Q2 2022
- Total value
- $1.51B
- −$486.3M (−24.3%) vs. Q2 2022
- New holders
- 26
- 54 more added
- Sold out
- 21
- 52 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 1 | $0 | 0.00% | −77−98.7% | Reduced |
| Schubert & Co | 4 | $0 | 0.00% | −6−60.0% | Reduced |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| TD Capital Management LLC | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Parallel Advisors, LLC | 18 | $1.00K | 0.00% | −58−76.3% | Reduced |
| SRS Capital Advisors, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 26 | $1.00K | 0.00% | +18+225.0% | Added |
| Covestor Ltd | 22 | $1.00K | 0.00% | +13+144.4% | Added |
| Bell Investment Advisors, Inc | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 87 | $4.00K | 0.00% | +87 | New |
| Simplex Trading, LLC | 96 | $4.00K | 0.00% | +96 | New |
| Steward Partners Investment Advisory, LLC | 77 | $4.00K | 0.00% | +77 | New |
| Wipfli Financial Advisors LLC, | 82 | $4.00K | 0.00% | +82 | New |
| Bartlett & Co. LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $5.06K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 169 | $8.00K | 0.00% | +167+8,350.0% | Added |
| First Horizon Advisors, Inc. | 232 | $11.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 299 | $15.0K | 0.00% | −101−25.3% | Reduced |
| Caldwell Trust Co | 370 | $18.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 393 | $20.0K | 0.00% | −3−0.8% | Reduced |
| Macquarie Group Ltd | 0 | $21.0K | 0.00% | −414−100.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 430 | $22.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 505 | $26.0K | 0.00% | +95+23.2% | Added |
| Lazard Asset Management LLC | 585 | $29.0K | 0.00% | −1,292−68.8% | Reduced |
| Fifth Third Bancorp | 580 | $29.0K | 0.00% | −36−5.8% | Reduced |
| Assetmark, Inc | 610 | $31.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 700 | $35.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 718 | $36.0K | 0.01% | +718 | New |
| UBS Group AG | 801 | $41.0K | 0.00% | −16,099−95.3% | Reduced |
| Dark Forest Capital Management LP | 993 | $50.0K | 0.01% | +281+39.5% | Added |
| American Portfolios Advisors | 1,206 | $61.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,303 | $65.0K | 0.00% | −1,806−58.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,521 | $76.0K | 0.00% | −25−1.6% | Reduced |
| Great West Life Assurance Co | 1,754 | $89.0K | 0.00% | +267+18.0% | Added |
| State of Wyoming | 1,835 | $93.0K | 0.05% | +294+19.1% | Added |
| Metropolitan Life Insurance Co | 1,960 | $99.2K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,990 | $101.0K | 0.00% | +1,990 | New |
| Tower Research Capital LLC (TRC) | 2,173 | $110.0K | 0.00% | +791+57.2% | Added |
| Advisor Group Holdings, Inc. | 2,344 | $119.0K | 0.00% | −3,331−58.7% | Reduced |
| Natixis Investment Managers International | 2,434 | $123.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,542 | $128.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,954 | $149.0K | 0.00% | −588−16.6% | Reduced |
| Clearstead Advisors, LLC | 3,750 | $190.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $190.0K | 0.12% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 3,950 | $200.0K | 0.00% | +3,950 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,106 | $208.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 4,125 | $209.0K | 0.00% | −189−4.4% | Reduced |
| SG Americas Securities, LLC | 4,339 | $220.0K | 0.00% | −6,694−60.7% | Reduced |
| American Century Companies Inc | 4,583 | $232.0K | 0.00% | +4,583 | New |
| Graham Capital Management, L.P. | 5,031 | $254.0K | 0.01% | +5,031 | New |
| Principle Wealth Partners LLC | 5,043 | $255.0K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 5,235 | $265.0K | 0.00% | +80+1.6% | Added |
| The PNC Financial Services Group, Inc. | 5,255 | $266.0K | 0.00% | +14+0.3% | Added |
| Public Employees Retirement Association of Colorado | 5,639 | $285.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,746 | $290.0K | 0.02% | +5,060+737.6% | Added |
| US Bancorp | 5,896 | $298.0K | 0.00% | +356+6.4% | Added |
| Arrowstreet Capital, Limited Partnership | 6,280 | $318.0K | 0.00% | −27,415−81.4% | Reduced |
| John G Ullman & Associates Inc | 6,300 | $319.0K | 0.06% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 6,399 | $324.0K | 0.10% | +6,399 | New |
| NinePointTwo Capital | 6,802 | $344.0K | 0.14% | +6,802 | New |
| Victory Capital Management Inc | 6,816 | $345.0K | 0.00% | −204,554−96.8% | Reduced |
| Handelsbanken Fonder AB | 6,858 | $347.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,016 | $355.0K | 0.00% | +7,016 | New |
| Ameritas Advisory Services, LLC | 7,048 | $357.0K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,087 | $359.0K | 0.09% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,760 | $392.0K | 0.00% | −409−5.0% | Reduced |
| Principal Financial Group Inc | 7,764 | $393.0K | 0.00% | −5,670−42.2% | Reduced |
| Commerce Bank | 7,764 | $393.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 7,882 | $399.0K | 0.00% | +2,649+50.6% | Added |
| Baldwin Brothers Inc | 7,926 | $401.0K | 0.06% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,055 | $408.0K | 0.00% | −108−1.3% | Reduced |
| Arizona State Retirement System | 8,828 | $447.0K | 0.00% | +47+0.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 9,008 | $456.0K | 0.00% | −2,199−19.6% | Reduced |
| Personal Capital Advisors Corp | 9,150 | $463.0K | 0.00% | −449−4.7% | Reduced |
| Envestnet Asset Management Inc | 9,210 | $466.0K | 0.00% | −157−1.7% | Reduced |
| Zions Bancorporation, N.A. | 9,798 | $496.0K | 0.05% | −33−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 11,822 | $609.0K | 0.01% | +24+0.2% | Added |
| Teacher Retirement System of Texas | 12,172 | $616.0K | 0.00% | +7,144+142.1% | Added |
| Brown Advisory Inc | 12,273 | $621.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 12,379 | $626.0K | 0.29% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,854 | $650.4K | 0.00% | −203−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 12,889 | $652.2K | 0.00% | +4,744+58.2% | Added |
| Voya Investment Management LLC | 13,014 | $658.5K | 0.00% | +93+0.7% | Added |
| State Board of Administration of Florida Retirement System | 13,625 | $689.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 13,672 | $692.0K | 0.00% | +13,672 | New |
| LPL Financial LLC | 14,067 | $712.0K | 0.00% | +831+6.3% | Added |
| Alpha Paradigm Partners, LLC | 14,354 | $726.0K | 0.32% | −2,320−13.9% | Reduced |
| Engineers Gate Manager LP | 14,393 | $728.0K | 0.05% | +14,393 | New |
| Intrepid Capital Management Inc | 14,452 | $731.0K | 0.59% | +14,452 | New |
| Deutsche Bank AG | 14,769 | $748.0K | 0.00% | −3,085−17.3% | Reduced |
| Jump Financial, LLC | 14,900 | $754.0K | 0.03% | +9,500+175.9% | Added |
| Penn Capital Management Co Inc | 15,385 | $778.0K | 0.09% | +15,385 | New |
| American International Group, Inc. | 15,449 | $782.0K | 0.01% | +218+1.4% | Added |
| MetLife Investment Management | 17,500 | $885.5K | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 18,190 | $920.0K | 0.17% | +18,190 | New |