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, Q1 2023
Institutional positions in Helios Technologies, Inc. as of Mar 31, 2023. 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
- 176
- +12 vs. Q4 2022
- Shares held
- 30.2M
- +321.1K (+1.1%) vs. Q4 2022
- Total value
- $1.98B
- +$348.8M (+21.4%) vs. Q4 2022
- New holders
- 25
- 69 more added
- Sold out
- 13
- 48 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −14−77.8% | Reduced |
| TD Capital Management LLC | 1 | $66 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $197 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $327 | 0.00% | +2+66.7% | Added |
| Disciplined Investments, LLC | 5 | $327 | 0.00% | +2+66.7% | Added |
| Baker Avenue Asset Management, LP | 6 | $392 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $458 | 0.00% | +2+40.0% | Added |
| Syverson Strege & Co | 12 | $785 | 0.00% | +12 | New |
| Parallel Advisors, LLC | 13 | $850 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 13 | $850 | 0.00% | +4+44.4% | Added |
| JNBA Financial Advisors | 13 | $851 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 14 | $916 | 0.00% | +4+40.0% | Added |
| Advisory Services Network, LLC | 15 | $981 | 0.00% | +15 | New |
| Steward Financial Group LLC | 19 | $1.00K | 0.00% | +15+375.0% | Added |
| SRS Capital Advisors, Inc. | 16 | $1.05K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $1.05K | 0.00% | +2+14.3% | Added |
| Bell Investment Advisors, Inc | 29 | $1.90K | 0.00% | −37−56.1% | Reduced |
| Fisher Asset Management, LLC | 30 | $1.96K | 0.00% | +30 | New |
| CWM, LLC | 37 | $2.00K | 0.00% | −67−64.4% | Reduced |
| Simplex Trading, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 75 | $4.91K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 95 | $6.21K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $6.54K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 180 | $12.0K | 0.00% | −255−58.6% | Reduced |
| First Horizon Advisors, Inc. | 186 | $12.2K | 0.00% | −46−19.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 199 | $13.0K | 0.00% | +119+148.8% | Added |
| Venturi Wealth Management, LLC | 350 | $22.9K | 0.00% | +350 | New |
| Caldwell Trust Co | 370 | $24.2K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $26.2K | 0.00% | +400 | New |
| GPS Wealth Strategies Group, LLC | 430 | $28.1K | 0.01% | +430 | New |
| Huntington National Bank | 476 | $31.1K | 0.00% | +94+24.6% | Added |
| Signaturefd, LLC | 538 | $35.2K | 0.00% | +10+1.9% | Added |
| Assetmark, Inc | 610 | $39.9K | 0.00% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 625 | $40.9K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 719 | $47.0K | 0.01% | +1+0.1% | Added |
| Ostrum Asset Management | 770 | $50.4K | 0.00% | +770 | New |
| Allspring Global Investments Holdings, LLC | 1,138 | $74.4K | 0.00% | −350−23.5% | Reduced |
| Great West Life Assurance Co | 1,499 | $98.0K | 0.00% | −255−14.5% | Reduced |
| Natixis Investment Managers International | 1,577 | $103.1K | 0.01% | −770−32.8% | Reduced |
| Metropolitan Life Insurance Co | 1,752 | $114.6K | 0.01% | −208−10.6% | Reduced |
| Citigroup Inc | 1,983 | $129.7K | 0.00% | +952+92.3% | Added |
| US Bancorp | 2,283 | $149.3K | 0.00% | −1,578−40.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,542 | $166.2K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 3,061 | $200.2K | 0.01% | +3,061 | New |
| Advisor Group Holdings, Inc. | 3,292 | $212.0K | 0.00% | −489−12.9% | Reduced |
| Baird Financial Group, Inc. | 3,357 | $219.5K | 0.00% | +3,357 | New |
| Principal Financial Group Inc | 3,585 | $234.5K | 0.00% | −355−9.0% | Reduced |
| Clearstead Advisors, LLC | 3,750 | $245.3K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $245.3K | 0.13% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,830 | $250.5K | 0.00% | −357−8.5% | Reduced |
| Pictet Asset Management SA | 3,842 | $251.3K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,901 | $255.1K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 4,298 | $281.1K | 0.00% | −3,792−46.9% | Reduced |
| FMR LLC | 4,347 | $284.3K | 0.00% | +3,761+641.8% | Added |
| First Republic Investment Management, Inc. | 4,380 | $286.5K | 0.00% | +207+5.0% | Added |
| Virginia Retirement Systems Et Al | 4,400 | $287.8K | 0.00% | +4,400 | New |
| The PNC Financial Services Group, Inc. | 4,402 | $287.9K | 0.00% | +396+9.9% | Added |
| Teacher Retirement System of Texas | 4,437 | $290.0K | 0.00% | −4,121−48.2% | Reduced |
| State of Wyoming | 4,553 | $297.8K | 0.10% | +422+10.2% | Added |
| Amalgamated Bank | 4,612 | $302.0K | 0.00% | −798−14.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,960 | $324.4K | 0.00% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 5,043 | $329.8K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,639 | $369.0K | 0.00% | 00.0% | Unchanged |
| Wrapmanager Inc | 6,235 | $407.8K | 0.13% | +2,555+69.4% | Added |
| John G Ullman & Associates Inc | 6,300 | $412.0K | 0.06% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 6,561 | $429.1K | 0.00% | +6,561 | New |
| Ameritas Advisory Services, LLC | 7,048 | $435.1K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,858 | $449.0K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,087 | $463.5K | 0.10% | 00.0% | Unchanged |
| UBS Group AG | 7,155 | $467.9K | 0.00% | −2,232−23.8% | Reduced |
| Fifth Third Bancorp | 7,165 | $468.6K | 0.00% | +6,647+1,283.2% | Added |
| New York Life Investment Management LLC | 7,299 | $477.4K | 0.01% | +7,299 | New |
| Commerce Bank | 7,434 | $486.2K | 0.00% | −80−1.1% | Reduced |
| Glenmede Trust Co NA | 7,700 | $503.6K | 0.00% | −30−0.4% | Reduced |
| Baldwin Brothers Inc | 7,926 | $518.4K | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 8,674 | $567.3K | 0.00% | +6,341+271.8% | Added |
| Empower Advisory Group, LLC | 9,150 | $596.1K | 0.00% | +9,150 | New |
| Victory Capital Management Inc | 9,369 | $612.7K | 0.00% | −851−8.3% | Reduced |
| ExodusPoint Capital Management, LP | 9,401 | $615.0K | 0.01% | +9,401 | New |
| Arizona State Retirement System | 9,433 | $616.9K | 0.01% | +250+2.7% | Added |
| Truist Financial Corp | 9,443 | $617.6K | 0.00% | +9,443 | New |
| ClariVest Asset Management LLC | 9,612 | $629.0K | 0.03% | +9,612 | New |
| Moneta Group Investment Advisors LLC | 10,025 | $655.6K | 0.02% | +10,025 | New |
| American Century Companies Inc | 11,090 | $717.0K | 0.00% | +3,654+49.1% | Added |
| SG Americas Securities, LLC | 11,091 | $725.0K | 0.01% | +9,225+494.4% | Added |
| Clean Yield Group | 11,794 | $771.3K | 0.33% | −585−4.7% | Reduced |
| Nisa Investment Advisors, LLC | 11,822 | $773.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,155 | $794.9K | 0.00% | +12,155 | New |
| Brown Advisory Inc | 12,273 | $802.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 12,764 | $834.8K | 0.07% | +2,424+23.4% | Added |
| Voya Investment Management LLC | 13,030 | $852.2K | 0.00% | +20+0.2% | Added |
| Manufacturers Life Insurance Company, The | 13,075 | $855.1K | 0.00% | +44+0.3% | Added |
| Jackson Creek Investment Advisors LLC | 13,151 | $860.0K | 0.36% | +13,151 | New |
| State Board of Administration of Florida Retirement System | 13,625 | $891.1K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 14,016 | $915.9K | 0.00% | +7,806+125.7% | Added |
| State of Wisconsin Investment Board | 14,200 | $928.7K | 0.00% | −1,756−11.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,249 | $931.9K | 0.00% | +274+2.0% | Added |
| Dynamic Technology Lab Private Ltd | 14,472 | $946.0K | 0.09% | +14,472 | New |