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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 7,048 | $357.0K | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,016 | $355.0K | 0.00% | +7,016 | New |
| Handelsbanken Fonder AB | 6,858 | $347.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 6,816 | $345.0K | 0.00% | −204,554−96.8% | Reduced |
| NinePointTwo Capital | 6,802 | $344.0K | 0.14% | +6,802 | New |
| Gyon Technologies Capital Management, LP | 6,399 | $324.0K | 0.10% | +6,399 | New |
| John G Ullman & Associates Inc | 6,300 | $319.0K | 0.06% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 6,280 | $318.0K | 0.00% | −27,415−81.4% | Reduced |
| US Bancorp | 5,896 | $298.0K | 0.00% | +356+6.4% | Added |
| Quantbot Technologies LP | 5,746 | $290.0K | 0.02% | +5,060+737.6% | Added |
| Public Employees Retirement Association of Colorado | 5,639 | $285.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,255 | $266.0K | 0.00% | +14+0.3% | Added |
| Amalgamated Bank | 5,235 | $265.0K | 0.00% | +80+1.6% | Added |
| Principle Wealth Partners LLC | 5,043 | $255.0K | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,031 | $254.0K | 0.01% | +5,031 | New |
| American Century Companies Inc | 4,583 | $232.0K | 0.00% | +4,583 | New |
| SG Americas Securities, LLC | 4,339 | $220.0K | 0.00% | −6,694−60.7% | Reduced |
| First Republic Investment Management, Inc. | 4,125 | $209.0K | 0.00% | −189−4.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,106 | $208.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 3,950 | $200.0K | 0.00% | +3,950 | New |
| Clearstead Advisors, LLC | 3,750 | $190.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $190.0K | 0.12% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,954 | $149.0K | 0.00% | −588−16.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,542 | $128.0K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,434 | $123.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,344 | $119.0K | 0.00% | −3,331−58.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,173 | $110.0K | 0.00% | +791+57.2% | Added |
| Ensign Peak Advisors, Inc | 1,990 | $101.0K | 0.00% | +1,990 | New |
| Metropolitan Life Insurance Co | 1,960 | $99.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,835 | $93.0K | 0.05% | +294+19.1% | Added |
| Great West Life Assurance Co | 1,754 | $89.0K | 0.00% | +267+18.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,521 | $76.0K | 0.00% | −25−1.6% | Reduced |
| Citigroup Inc | 1,303 | $65.0K | 0.00% | −1,806−58.1% | Reduced |
| American Portfolios Advisors | 1,206 | $61.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 993 | $50.0K | 0.01% | +281+39.5% | Added |
| UBS Group AG | 801 | $41.0K | 0.00% | −16,099−95.3% | Reduced |
| Tradition Wealth Management, LLC | 718 | $36.0K | 0.01% | +718 | New |
| STRS Ohio | 700 | $35.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 610 | $31.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Signaturefd, LLC | 505 | $26.0K | 0.00% | +95+23.2% | Added |
| GPS Wealth Strategies Group, LLC | 430 | $22.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 0 | $21.0K | 0.00% | −414−100.0% | Reduced |
| Huntington National Bank | 393 | $20.0K | 0.00% | −3−0.8% | Reduced |
| Caldwell Trust Co | 370 | $18.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 299 | $15.0K | 0.00% | −101−25.3% | Reduced |
| First Horizon Advisors, Inc. | 232 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 169 | $8.00K | 0.00% | +167+8,350.0% | Added |
| Bartlett & Co. Wealth Management LLC | 100 | $5.06K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Bell Investment Advisors, Inc | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −65,613−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −93,805−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −69,681−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −38,585−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −20,192−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −6,195−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −6,099−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −3,901−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −3,656−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,041−100.0% | Sold out |
| Silvant Capital Management LLC | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −519−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |