Helios Technologies, Inc.

HLIO

Exchange: NYSE
Industry: Miscellaneous Fabricated Metal Products
SEC CIK: 0001024795

SEC filings (opens in a new tab)

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.

Q1 2023 vs. Q4 2022

How the institutions holding Helios Technologies, Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023 All holders in Q4 2022

13F holders of HLIO: Q4 2022 compared with Q1 2023
Measure	Q4 2022	Of which not filed for Q1 2023	Q1 2023	Change
Holders	166	2	176	+12
Shares	30.1M	143.3K	30.2M	+321.1K (+1.1%)
Value	$1.64B	$8.64M	$1.98B	+$348.8M (+21.4%)

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Helios Technologies, Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to HLIO in Q1 2023
Institution	Shares	Value	% of portfolio
Point72 Asset Management, L.P.	215,800	$14.1M	0.05%
Adage Capital Partners GP, L.L.C.	170,773	$11.2M	0.03%
Jennison Associates LLC	154,847	$10.1M	0.01%
Kennedy Capital Management, Inc.	53,157	$3.48M	0.10%
Dynamic Technology Lab Private Ltd	14,472	$946.0K	0.09%
Jackson Creek Investment Advisors LLC	13,151	$860.0K	0.36%
Jane Street Group, LLC	12,155	$794.9K	0.00%
Moneta Group Investment Advisors LLC	10,025	$655.6K	0.02%
ClariVest Asset Management LLC	9,612	$629.0K	0.03%
Truist Financial Corp	9,443	$617.6K	0.00%
ExodusPoint Capital Management, LP	9,401	$615.0K	0.01%
Empower Advisory Group, LLC	9,150	$596.1K	0.00%
New York Life Investment Management LLC	7,299	$477.4K	0.01%
Cubist Systematic Strategies, LLC	6,561	$429.1K	0.00%
Virginia Retirement Systems Et Al	4,400	$287.8K	0.00%
Baird Financial Group, Inc.	3,357	$219.5K	0.00%
Old National Bancorp	3,061	$200.2K	0.01%
Ostrum Asset Management	770	$50.4K	0.00%
GPS Wealth Strategies Group, LLC	430	$28.1K	0.01%
Avalon Trust Co	400	$26.2K	0.00%
Venturi Wealth Management, LLC	350	$22.9K	0.00%
Fisher Asset Management, LLC	30	$1.96K	0.00%
Advisory Services Network, LLC	15	$981	0.00%
JNBA Financial Advisors	13	$851	0.00%
Syverson Strege & Co	12	$785	0.00%

Sold out (13)

Institutions that held Helios Technologies, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of HLIO in Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Voloridge Investment Management, LLC	48,387	$2.63M
Penn Capital Management Co Inc	37,731	$2.05M
Healthcare of Ontario Pension Plan Trust Fund	24,634	$1.34M
Intrepid Capital Management Inc	11,627	$633.0K
Westwood Holdings Group Inc.	8,656	$471.0K
AQR Capital Management LLC	6,906	$376.0K
Numerai GP LLC	6,317	$343.9K
Janney Montgomery Scott LLC	5,626	$306.0K
Lazard Asset Management LLC	585	$31.0K
Dark Forest Capital Management LP	474	$25.8K
Accurate Wealth Management, LLC	183	$10.4K
Northwestern Mutual Wealth Management Co	52	$2.83K
GWM Advisors LLC	18	$980

Not filed for Q1 2023 yet (2)

Institutions that held Helios Technologies, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLIO in Q4 2022 that haven't filed for Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Comerica Bank	134,128	$8.14M
Personal Capital Advisors Corp	9,150	$498.1K