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, Q2 2023
Institutional positions in Helios Technologies, Inc. as of Jun 30, 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
- 170
- −5 vs. Q1 2023
- Shares held
- 30.7M
- +470.6K (+1.6%) vs. Q1 2023
- Total value
- $2.02B
- +$42.8M (+2.2%) vs. Q1 2023
- New holders
- 16
- 59 more added
- Sold out
- 21
- 66 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | +1+25.0% | Added |
| Comerica Bank | 134,068 | $0 | 0.00% | +134,068 | New |
| TD Capital Management LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $199 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $264 | 0.00% | −1−20.0% | Reduced |
| Disciplined Investments, LLC | 4 | $264 | 0.00% | −1−20.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $265 | 0.00% | −3−42.9% | Reduced |
| Parallel Advisors, LLC | 5 | $330 | 0.00% | −8−61.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 7 | $463 | 0.00% | +7 | New |
| SRS Capital Advisors, Inc. | 8 | $529 | 0.00% | −8−50.0% | Reduced |
| Addison Advisors LLC | 9 | $595 | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 11 | $727 | 0.00% | −3−21.4% | Reduced |
| JNBA Financial Advisors | 13 | $860 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $1.32K | 0.00% | −9−31.0% | Reduced |
| Barclays PLC | 21 | $1.39K | 0.00% | +21 | New |
| Private Trust Co NA | 35 | $2.31K | 0.00% | −40−53.3% | Reduced |
| GWM Advisors LLC | 35 | $2.31K | 0.00% | +35 | New |
| Park Place Capital Corp | 40 | $2.64K | 0.00% | −55−57.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 80 | $5.29K | 0.00% | −119−59.8% | Reduced |
| CWM, LLC | 85 | $6.00K | 0.00% | +48+129.7% | Added |
| First Horizon Advisors, Inc. | 99 | $6.54K | 0.00% | −87−46.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 100 | $6.61K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 262 | $17.3K | 0.00% | −214−45.0% | Reduced |
| Assetmark, Inc | 310 | $20.5K | 0.00% | −300−49.2% | Reduced |
| Venturi Wealth Management, LLC | 350 | $23.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 370 | $24.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $26.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 421 | $27.8K | 0.00% | −3,926−90.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 430 | $28.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 686 | $45.3K | 0.00% | +148+27.5% | Added |
| Tradition Wealth Management, LLC | 720 | $48.0K | 0.01% | +1+0.1% | Added |
| Ostrum Asset Management | 770 | $50.9K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,148 | $75.9K | 0.01% | −429−27.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,158 | $76.5K | 0.00% | +20+1.8% | Added |
| Aquatic Capital Management LLC | 1,200 | $79.0K | 0.00% | +1,200 | New |
| Tower Research Capital LLC (TRC) | 1,207 | $79.8K | 0.00% | +1,027+570.6% | Added |
| Great West Life Assurance Co | 1,499 | $100.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,752 | $115.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,883 | $124.4K | 0.00% | −400−17.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,707 | $178.9K | 0.01% | +165+6.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,000 | $198.3K | 0.00% | +3,000 | New |
| Advisor Group Holdings, Inc. | 3,063 | $201.7K | 0.00% | −229−7.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,148 | $208.1K | 0.00% | −1,254−28.5% | Reduced |
| Teacher Retirement System of Texas | 3,198 | $211.0K | 0.00% | −1,239−27.9% | Reduced |
| Virginia Retirement Systems Et Al | 3,300 | $218.1K | 0.00% | −1,100−25.0% | Reduced |
| Old National Bancorp | 3,389 | $224.0K | 0.01% | +328+10.7% | Added |
| Lindenwold Advisors | 3,535 | $233.6K | 0.14% | +3,535 | New |
| Baird Financial Group, Inc. | 3,541 | $234.0K | 0.00% | +184+5.5% | Added |
| Commonwealth Equity Services, LLC | 3,737 | $247.0K | 0.00% | +3,737 | New |
| Clearstead Advisors, LLC | 3,750 | $247.8K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $247.8K | 0.12% | 00.0% | Unchanged |
| Pictet Asset Management SA | 3,842 | $253.9K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 3,871 | $255.8K | 0.00% | +286+8.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,106 | $271.4K | 0.00% | −854−17.2% | Reduced |
| Commerce Bank | 4,245 | $280.6K | 0.00% | −3,189−42.9% | Reduced |
| Balyasny Asset Management LLC | 4,255 | $281.2K | 0.00% | +4,255 | New |
| ProShare Advisors LLC | 4,265 | $281.9K | 0.00% | +435+11.4% | Added |
| Ieq Capital, LLC | 4,276 | $282.6K | 0.01% | +375+9.6% | Added |
| Amalgamated Bank | 4,982 | $329.0K | 0.00% | +370+8.0% | Added |
| Principle Wealth Partners LLC | 5,043 | $333.3K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 5,320 | $351.6K | 0.10% | +767+16.8% | Added |
| Public Employees Retirement Association of Colorado | 5,639 | $373.0K | 0.00% | 00.0% | Unchanged |
| Wrapmanager Inc | 6,096 | $402.9K | 0.12% | −139−2.2% | Reduced |
| Empower Advisory Group, LLC | 6,150 | $406.5K | 0.00% | −3,000−32.8% | Reduced |
| CI Private Wealth, LLC | 6,210 | $410.4K | 0.00% | +6,210 | New |
| John G Ullman & Associates Inc | 6,300 | $416.4K | 0.06% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 6,302 | $416.5K | 0.00% | −997−13.7% | Reduced |
| Handelsbanken Fonder AB | 6,858 | $453.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,954 | $459.6K | 0.00% | −211−2.9% | Reduced |
| Aviance Capital Partners, LLC | 7,087 | $468.4K | 0.10% | 00.0% | Unchanged |
| Victory Capital Management Inc | 7,236 | $478.2K | 0.00% | −2,133−22.8% | Reduced |
| Glenmede Trust Co NA | 7,700 | $503.6K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 7,926 | $523.8K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 8,857 | $585.4K | 0.00% | −586−6.2% | Reduced |
| ClariVest Asset Management LLC | 8,912 | $589.0K | 0.03% | −700−7.3% | Reduced |
| Arizona State Retirement System | 9,152 | $604.9K | 0.00% | −281−3.0% | Reduced |
| State Board of Administration of Florida Retirement System | 9,305 | $615.0K | 0.00% | −4,320−31.7% | Reduced |
| Moneta Group Investment Advisors LLC | 10,025 | $662.6K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 11,644 | $769.6K | 0.32% | −150−1.3% | Reduced |
| Nisa Investment Advisors, LLC | 11,742 | $776.0K | 0.01% | −80−0.7% | Reduced |
| Renaissance Technologies LLC | 12,175 | $805.0K | 0.00% | −20,200−62.4% | Reduced |
| Brown Advisory Inc | 12,273 | $811.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 12,821 | $847.3K | 0.07% | +57+0.4% | Added |
| Manufacturers Life Insurance Company, The | 13,226 | $874.1K | 0.00% | +151+1.2% | Added |
| State of Wisconsin Investment Board | 13,575 | $897.2K | 0.00% | −625−4.4% | Reduced |
| Janus Henderson Group PLC | 13,998 | $924.6K | 0.00% | −18−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,249 | $941.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,309 | $945.7K | 0.00% | +2,154+17.7% | Added |
| Citigroup Inc | 14,531 | $960.4K | 0.00% | +12,548+632.8% | Added |
| Wells Fargo & Company | 14,756 | $975.2K | 0.00% | +6,082+70.1% | Added |
| Deutsche Bank AG | 15,299 | $1.01M | 0.00% | −7,624−33.3% | Reduced |
| American International Group, Inc. | 15,782 | $1.04M | 0.01% | +76+0.5% | Added |
| LPL Financial LLC | 16,764 | $1.11M | 0.00% | +264+1.6% | Added |
| MetLife Investment Management | 17,500 | $1.16M | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 18,597 | $1.23M | 0.00% | −2,034−9.9% | Reduced |
| Pinnacle Associates Ltd | 19,297 | $1.28M | 0.02% | +19,297 | New |
| American Century Companies Inc | 20,029 | $1.32M | 0.00% | +8,939+80.6% | Added |
| UBS Group AG | 20,086 | $1.33M | 0.00% | +12,931+180.7% | Added |
| Envestnet Asset Management Inc | 20,132 | $1.33M | 0.00% | −853−4.1% | Reduced |