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Livermore
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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.

Institutional holdersQ1 2023: 176 institutions
Q1 2021: 144 institutionsQ2 2021: 152 institutionsQ3 2021: 158 institutionsQ4 2021: 181 institutionsQ1 2022: 185 institutionsQ2 2022: 164 institutionsQ3 2022: 169 institutionsQ4 2022: 166 institutionsQ1 2023: 176 institutionsQ2 2023: 170 institutionsQ3 2023: 156 institutionsQ4 2023: 167 institutionsQ1 2024: 181 institutionsQ2 2024: 174 institutionsQ3 2024: 177 institutionsQ4 2024: 173 institutionsQ1 2025: 184 institutionsQ2 2025: 187 institutionsQ3 2025: 201 institutionsQ4 2025: 215 institutionsQ1 2026: 252 institutionsQ2 2026: 285 institutions
Value heldQ1 2023: $1.98B
Q1 2021: $2.12BQ2 2021: $2.27BQ3 2021: $2.43BQ4 2021: $3.10BQ1 2022: $2.36BQ2 2022: $2.00BQ3 2022: $1.51BQ4 2022: $1.64BQ1 2023: $1.98BQ2 2023: $2.02BQ3 2023: $1.73BQ4 2023: $1.41BQ1 2024: $1.38BQ2 2024: $1.52BQ3 2024: $1.51BQ4 2024: $1.46BQ1 2025: $1.04BQ2 2025: $1.06BQ3 2025: $1.71BQ4 2025: $1.75BQ1 2026: $2.09BQ2 2026: $2.86B
Institutions holding HLIO and their total value by quarter
QuarterHoldersValue
Q2 2026285$2.86B
Q1 2026252$2.09B
Q4 2025215$1.75B
Q3 2025201$1.71B
Q2 2025187$1.06B
Q1 2025184$1.04B
Q4 2024173$1.46B
Q3 2024177$1.51B
Q2 2024174$1.52B
Q1 2024181$1.38B
Q4 2023167$1.41B
Q3 2023156$1.73B
Q2 2023170$2.02B
Q1 2023176$1.98B
Q4 2022166$1.64B
Q3 2022169$1.51B
Q2 2022164$2.00B
Q1 2022185$2.36B
Q4 2021181$3.10B
Q3 2021158$2.43B
Q2 2021152$2.27B
Q1 2021144$2.12B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q4 2022.

Institutions holding HLIO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Glenmede Trust Co NA7,700$503.6K0.00%−30−0.4%Reduced
Commerce Bank7,434$486.2K0.00%−80−1.1%Reduced
New York Life Investment Management LLC7,299$477.4K0.01%+7,299New
Fifth Third Bancorp7,165$468.6K0.00%+6,647+1,283.2%Added
UBS Group AG7,155$467.9K0.00%−2,232−23.8%Reduced
Aviance Capital Partners, LLC7,087$463.5K0.10%00.0%Unchanged
Handelsbanken Fonder AB6,858$449.0K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC7,048$435.1K0.02%00.0%Unchanged
Cubist Systematic Strategies, LLC6,561$429.1K0.00%+6,561New
John G Ullman & Associates Inc6,300$412.0K0.06%00.0%Unchanged
Wrapmanager Inc6,235$407.8K0.13%+2,555+69.4%Added
Public Employees Retirement Association of Colorado5,639$369.0K0.00%00.0%Unchanged
Principle Wealth Partners LLC5,043$329.8K0.04%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)4,960$324.4K0.00%00.0%Unchanged
Amalgamated Bank4,612$302.0K0.00%−798−14.8%Reduced
State of Wyoming4,553$297.8K0.10%+422+10.2%Added
Teacher Retirement System of Texas4,437$290.0K0.00%−4,121−48.2%Reduced
The PNC Financial Services Group, Inc.4,402$287.9K0.00%+396+9.9%Added
Virginia Retirement Systems Et Al4,400$287.8K0.00%+4,400New
First Republic Investment Management, Inc.4,380$286.5K0.00%+207+5.0%Added
FMR LLC4,347$284.3K0.00%+3,761+641.8%Added
Qube Research & Technologies Ltd4,298$281.1K0.00%−3,792−46.9%Reduced
Ieq Capital, LLC3,901$255.1K0.01%00.0%Unchanged
Pictet Asset Management SA3,842$251.3K0.00%00.0%Unchanged
ProShare Advisors LLC3,830$250.5K0.00%−357−8.5%Reduced
Clearstead Advisors, LLC3,750$245.3K0.02%00.0%Unchanged
Truvestments Capital LLC3,750$245.3K0.13%00.0%Unchanged
Principal Financial Group Inc3,585$234.5K0.00%−355−9.0%Reduced
Baird Financial Group, Inc.3,357$219.5K0.00%+3,357New
Advisor Group Holdings, Inc.3,292$212.0K0.00%−489−12.9%Reduced
Old National Bancorp3,061$200.2K0.01%+3,061New
Ameritas Investment Partners, Inc.2,542$166.2K0.01%00.0%Unchanged
US Bancorp2,283$149.3K0.00%−1,578−40.9%Reduced
Citigroup Inc1,983$129.7K0.00%+952+92.3%Added
Metropolitan Life Insurance Co1,752$114.6K0.01%−208−10.6%Reduced
Natixis Investment Managers International1,577$103.1K0.01%−770−32.8%Reduced
Great West Life Assurance Co1,499$98.0K0.00%−255−14.5%Reduced
Allspring Global Investments Holdings, LLC1,138$74.4K0.00%−350−23.5%Reduced
Ostrum Asset Management770$50.4K0.00%+770New
Tradition Wealth Management, LLC719$47.0K0.01%+1+0.1%Added
Ceredex Value Advisors LLC625$40.9K0.00%00.0%Unchanged
Assetmark, Inc610$39.9K0.00%00.0%Unchanged
Signaturefd, LLC538$35.2K0.00%+10+1.9%Added
Huntington National Bank476$31.1K0.00%+94+24.6%Added
GPS Wealth Strategies Group, LLC430$28.1K0.01%+430New
Avalon Trust Co400$26.2K0.00%+400New
Caldwell Trust Co370$24.2K0.00%00.0%Unchanged
Venturi Wealth Management, LLC350$22.9K0.00%+350New
Cullen/Frost Bankers, Inc.199$13.0K0.00%+119+148.8%Added
First Horizon Advisors, Inc.186$12.2K0.00%−46−19.8%Reduced
Tower Research Capital LLC (TRC)180$12.0K0.00%−255−58.6%Reduced
Bartlett & Co. LLC100$7.00K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC100$6.54K0.00%00.0%Unchanged
Park Place Capital Corp95$6.21K0.00%00.0%Unchanged
Private Trust Co NA75$4.91K0.00%00.0%Unchanged
Simplex Trading, LLC68$4.00K0.00%00.0%Unchanged
CWM, LLC37$2.00K0.00%−67−64.4%Reduced
Fisher Asset Management, LLC30$1.96K0.00%+30New
Bell Investment Advisors, Inc29$1.90K0.00%−37−56.1%Reduced
SRS Capital Advisors, Inc.16$1.05K0.00%00.0%Unchanged
Schubert & Co16$1.05K0.00%+2+14.3%Added
Steward Financial Group LLC19$1.00K0.00%+15+375.0%Added
Advisory Services Network, LLC15$9810.00%+15New
JFS Wealth Advisors, LLC14$9160.00%+4+40.0%Added
JNBA Financial Advisors13$8510.00%+13New
Parallel Advisors, LLC13$8500.00%00.0%Unchanged
Lindbrook Capital, LLC13$8500.00%+4+44.4%Added
Syverson Strege & Co12$7850.00%+12New
SJS Investment Consulting Inc.7$4580.00%+2+40.0%Added
Baker Avenue Asset Management, LP6$3920.00%00.0%Unchanged
AdvisorNet Financial, Inc5$3270.00%+2+66.7%Added
Disciplined Investments, LLC5$3270.00%+2+66.7%Added
Allworth Financial LP3$1970.00%00.0%Unchanged
TCI Wealth Advisors, Inc.2$1310.00%00.0%Unchanged
TD Capital Management LLC1$660.00%00.0%Unchanged
Covestor Ltd4$00.00%−14−77.8%Reduced
Voloridge Investment Management, LLC0$00.00%−48,387−100.0%Sold out
Penn Capital Management Co Inc0$00.00%−37,731−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−24,634−100.0%Sold out
Intrepid Capital Management Inc0$00.00%−11,627−100.0%Sold out
Westwood Holdings Group Inc.0$00.00%−8,656−100.0%Sold out
AQR Capital Management LLC0$00.00%−6,906−100.0%Sold out
Numerai GP LLC0$00.00%−6,317−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−5,626−100.0%Sold out
Lazard Asset Management LLC0$00.00%−585−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−474−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−183−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−52−100.0%Sold out
GWM Advisors LLC0$00.00%−18−100.0%Sold out
Comerica Bank––––Not filed
Personal Capital Advisors Corp––––Not filed