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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 6,858 | $373.0K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 6,317 | $343.9K | 0.23% | +6,317 | New |
| John G Ullman & Associates Inc | 6,300 | $343.0K | 0.05% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 6,210 | $337.9K | 0.00% | +6,210 | New |
| Public Employees Retirement Association of Colorado | 5,639 | $307.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,626 | $306.0K | 0.00% | +5,626 | New |
| Amalgamated Bank | 5,410 | $295.0K | 0.00% | +175+3.3% | Added |
| Principle Wealth Partners LLC | 5,043 | $274.5K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,960 | $270.0K | 0.00% | +854+20.8% | Added |
| ProShare Advisors LLC | 4,187 | $227.9K | 0.00% | +4,187 | New |
| First Republic Investment Management, Inc. | 4,173 | $227.2K | 0.00% | +48+1.2% | Added |
| State of Wyoming | 4,131 | $224.9K | 0.07% | +2,296+125.1% | Added |
| The PNC Financial Services Group, Inc. | 4,006 | $218.1K | 0.00% | −1,249−23.8% | Reduced |
| Principal Financial Group Inc | 3,940 | $214.5K | 0.00% | −3,824−49.3% | Reduced |
| Ieq Capital, LLC | 3,901 | $212.4K | 0.01% | +3,901 | New |
| US Bancorp | 3,861 | $210.2K | 0.00% | −2,035−34.5% | Reduced |
| Pictet Asset Management SA | 3,842 | $209.0K | 0.00% | +3,842 | New |
| Advisor Group Holdings, Inc. | 3,781 | $206.6K | 0.00% | +1,437+61.3% | Added |
| Clearstead Advisors, LLC | 3,750 | $204.2K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $204.2K | 0.12% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,680 | $200.0K | 0.06% | +3,680 | New |
| Ameritas Investment Partners, Inc. | 2,542 | $164.7K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,347 | $127.8K | 0.01% | −87−3.6% | Reduced |
| Wells Fargo & Company | 2,333 | $127.0K | 0.00% | −621−21.0% | Reduced |
| Metropolitan Life Insurance Co | 1,960 | $106.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,866 | $102.0K | 0.00% | −2,473−57.0% | Reduced |
| Great West Life Assurance Co | 1,754 | $96.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,488 | $81.0K | 0.00% | −33−2.2% | Reduced |
| Citigroup Inc | 1,031 | $56.1K | 0.00% | −272−20.9% | Reduced |
| Tradition Wealth Management, LLC | 718 | $39.0K | 0.01% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 625 | $34.0K | 0.00% | −147,871−99.6% | Reduced |
| Assetmark, Inc | 610 | $33.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 586 | $31.9K | 0.00% | +287+96.0% | Added |
| Lazard Asset Management LLC | 585 | $31.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 528 | $28.7K | 0.00% | +23+4.6% | Added |
| Fifth Third Bancorp | 518 | $28.2K | 0.00% | −62−10.7% | Reduced |
| Dark Forest Capital Management LP | 474 | $25.8K | 0.01% | −519−52.3% | Reduced |
| Tower Research Capital LLC (TRC) | 435 | $24.0K | 0.00% | −1,738−80.0% | Reduced |
| Huntington National Bank | 382 | $20.8K | 0.00% | −11−2.8% | Reduced |
| Caldwell Trust Co | 370 | $20.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 232 | $12.6K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 183 | $10.4K | 0.00% | +183 | New |
| CWM, LLC | 104 | $6.00K | 0.00% | +104 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $5.44K | 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 |
| Cullen/Frost Bankers, Inc. | 80 | $4.36K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $3.59K | 0.00% | +20+43.5% | Added |
| Simplex Trading, LLC | 68 | $3.00K | 0.00% | −28−29.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 52 | $2.83K | 0.00% | +52 | New |
| Covestor Ltd | 18 | $1.00K | 0.00% | −4−18.2% | Reduced |
| GWM Advisors LLC | 18 | $980 | 0.00% | +18 | New |
| SRS Capital Advisors, Inc. | 16 | $871 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 14 | $762 | 0.00% | +10+250.0% | Added |
| Parallel Advisors, LLC | 13 | $708 | 0.00% | −5−27.8% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $544 | 0.00% | +10 | New |
| Lindbrook Capital, LLC | 9 | $490 | 0.00% | −17−65.4% | Reduced |
| Baker Avenue Asset Management, LP | 6 | $327 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $272 | 0.00% | +2+66.7% | 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 |
| TCI Wealth Advisors, Inc. | 2 | $109 | 0.00% | +1+100.0% | Added |
| TD Capital Management LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −529,960−100.0% | Sold out |
| Sapience Investments, LLC | 0 | $0 | 0.00% | −103,680−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −39,858−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −38,567−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −27,239−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −18,190−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,393−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −14,354−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −6,802−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −6,399−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −6,280−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,746−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,031−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −1,990−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |