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, Q4 2022
Institutional positions in Helios Technologies, Inc. as of Dec 31, 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
- 166
- 0 vs. Q3 2022
- Shares held
- 30.1M
- +154.9K (+0.5%) vs. Q3 2022
- Total value
- $1.64B
- +$123.8M (+8.2%) vs. Q3 2022
- New holders
- 23
- 60 more added
- Sold out
- 23
- 51 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| TD Capital Management LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2 | $109 | 0.00% | +1+100.0% | Added |
| Disciplined Investments, LLC | 3 | $163 | 0.00% | +1+50.0% | Added |
| AdvisorNet Financial, Inc | 3 | $163 | 0.00% | +3 | New |
| Allworth Financial LP | 3 | $163 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 5 | $272 | 0.00% | +2+66.7% | Added |
| Baker Avenue Asset Management, LP | 6 | $327 | 0.00% | +6 | New |
| Lindbrook Capital, LLC | 9 | $490 | 0.00% | −17−65.4% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $544 | 0.00% | +10 | New |
| Parallel Advisors, LLC | 13 | $708 | 0.00% | −5−27.8% | Reduced |
| Schubert & Co | 14 | $762 | 0.00% | +10+250.0% | Added |
| SRS Capital Advisors, Inc. | 16 | $871 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 18 | $980 | 0.00% | +18 | New |
| Covestor Ltd | 18 | $1.00K | 0.00% | −4−18.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 52 | $2.83K | 0.00% | +52 | New |
| Simplex Trading, LLC | 68 | $3.00K | 0.00% | −28−29.2% | Reduced |
| Bell Investment Advisors, Inc | 66 | $3.59K | 0.00% | +20+43.5% | Added |
| Private Trust Co NA | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 80 | $4.36K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 95 | $5.00K | 0.00% | +95 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $5.44K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 104 | $6.00K | 0.00% | +104 | New |
| Accurate Wealth Management, LLC | 183 | $10.4K | 0.00% | +183 | New |
| First Horizon Advisors, Inc. | 232 | $12.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 370 | $20.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 382 | $20.8K | 0.00% | −11−2.8% | Reduced |
| Tower Research Capital LLC (TRC) | 435 | $24.0K | 0.00% | −1,738−80.0% | Reduced |
| Dark Forest Capital Management LP | 474 | $25.8K | 0.01% | −519−52.3% | Reduced |
| Fifth Third Bancorp | 518 | $28.2K | 0.00% | −62−10.7% | Reduced |
| Signaturefd, LLC | 528 | $28.7K | 0.00% | +23+4.6% | Added |
| Lazard Asset Management LLC | 585 | $31.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 586 | $31.9K | 0.00% | +287+96.0% | Added |
| Assetmark, Inc | 610 | $33.2K | 0.00% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 625 | $34.0K | 0.00% | −147,871−99.6% | Reduced |
| Tradition Wealth Management, LLC | 718 | $39.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,031 | $56.1K | 0.00% | −272−20.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,488 | $81.0K | 0.00% | −33−2.2% | Reduced |
| Great West Life Assurance Co | 1,754 | $96.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,866 | $102.0K | 0.00% | −2,473−57.0% | Reduced |
| Metropolitan Life Insurance Co | 1,960 | $106.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,333 | $127.0K | 0.00% | −621−21.0% | Reduced |
| Natixis Investment Managers International | 2,347 | $127.8K | 0.01% | −87−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,542 | $164.7K | 0.01% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,680 | $200.0K | 0.06% | +3,680 | New |
| Clearstead Advisors, LLC | 3,750 | $204.2K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $204.2K | 0.12% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,781 | $206.6K | 0.00% | +1,437+61.3% | Added |
| Pictet Asset Management SA | 3,842 | $209.0K | 0.00% | +3,842 | New |
| US Bancorp | 3,861 | $210.2K | 0.00% | −2,035−34.5% | Reduced |
| Ieq Capital, LLC | 3,901 | $212.4K | 0.01% | +3,901 | New |
| Principal Financial Group Inc | 3,940 | $214.5K | 0.00% | −3,824−49.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,006 | $218.1K | 0.00% | −1,249−23.8% | Reduced |
| State of Wyoming | 4,131 | $224.9K | 0.07% | +2,296+125.1% | Added |
| First Republic Investment Management, Inc. | 4,173 | $227.2K | 0.00% | +48+1.2% | Added |
| ProShare Advisors LLC | 4,187 | $227.9K | 0.00% | +4,187 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,960 | $270.0K | 0.00% | +854+20.8% | Added |
| Principle Wealth Partners LLC | 5,043 | $274.5K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 5,410 | $295.0K | 0.00% | +175+3.3% | Added |
| Janney Montgomery Scott LLC | 5,626 | $306.0K | 0.00% | +5,626 | New |
| Public Employees Retirement Association of Colorado | 5,639 | $307.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 6,210 | $337.9K | 0.00% | +6,210 | New |
| John G Ullman & Associates Inc | 6,300 | $343.0K | 0.05% | 00.0% | Unchanged |
| Numerai GP LLC | 6,317 | $343.9K | 0.23% | +6,317 | New |
| Handelsbanken Fonder AB | 6,858 | $373.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 6,906 | $376.0K | 0.00% | −976−12.4% | Reduced |
| Ameritas Advisory Services, LLC | 7,048 | $383.7K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,087 | $385.8K | 0.09% | 00.0% | Unchanged |
| First Trust Advisors LP | 7,204 | $392.2K | 0.00% | −32,905−82.0% | Reduced |
| American Century Companies Inc | 7,436 | $404.8K | 0.00% | +2,853+62.3% | Added |
| Commerce Bank | 7,514 | $409.1K | 0.00% | −250−3.2% | Reduced |
| Glenmede Trust Co NA | 7,730 | $420.8K | 0.00% | −30−0.4% | Reduced |
| Baldwin Brothers Inc | 7,926 | $431.5K | 0.04% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 8,090 | $440.4K | 0.00% | +1,074+15.3% | Added |
| Teacher Retirement System of Texas | 8,558 | $466.0K | 0.00% | −3,614−29.7% | Reduced |
| Westwood Holdings Group Inc. | 8,656 | $471.0K | 0.00% | +8,656 | New |
| BNP Paribas Arbitrage, SA | 8,663 | $471.6K | 0.00% | −4,226−32.8% | Reduced |
| Personal Capital Advisors Corp | 9,150 | $498.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,183 | $499.9K | 0.00% | +355+4.0% | Added |
| UBS Group AG | 9,387 | $511.0K | 0.00% | +8,586+1,071.9% | Added |
| Victory Capital Management Inc | 10,220 | $556.4K | 0.00% | +3,404+49.9% | Added |
| Zions Bancorporation, N.A. | 10,340 | $562.9K | 0.04% | +542+5.5% | Added |
| Intrepid Capital Management Inc | 11,627 | $633.0K | 0.55% | −2,825−19.5% | Reduced |
| Nisa Investment Advisors, LLC | 11,822 | $644.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,273 | $668.1K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 12,379 | $673.9K | 0.29% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,010 | $708.3K | 0.00% | −40.0% | Reduced |
| Manufacturers Life Insurance Company, The | 13,031 | $709.4K | 0.00% | +177+1.4% | Added |
| State Board of Administration of Florida Retirement System | 13,625 | $741.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,713 | $746.5K | 0.00% | +4,503+48.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,975 | $760.8K | 0.00% | +303+2.2% | Added |
| LPL Financial LLC | 13,989 | $773.5K | 0.00% | −78−0.6% | Reduced |
| American International Group, Inc. | 15,393 | $838.0K | 0.01% | −56−0.4% | Reduced |
| State of Wisconsin Investment Board | 15,956 | $868.6K | 0.00% | +7,901+98.1% | Added |
| Deutsche Bank AG | 16,451 | $895.6K | 0.00% | +1,682+11.4% | Added |
| MetLife Investment Management | 17,500 | $952.7K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 17,775 | $968.0K | 0.00% | −31,100−63.6% | Reduced |
| Investment Management of Virginia LLC | 18,197 | $990.6K | 0.19% | −230−1.2% | Reduced |
| Susquehanna International Group, LLP | 21,450 | $1.17M | 0.00% | −17,015−44.2% | Reduced |