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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 6,954 | $459.6K | 0.00% | −211−2.9% | Reduced |
| Handelsbanken Fonder AB | 6,858 | $453.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 6,302 | $416.5K | 0.00% | −997−13.7% | Reduced |
| John G Ullman & Associates Inc | 6,300 | $416.4K | 0.06% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 6,210 | $410.4K | 0.00% | +6,210 | New |
| Empower Advisory Group, LLC | 6,150 | $406.5K | 0.00% | −3,000−32.8% | Reduced |
| Wrapmanager Inc | 6,096 | $402.9K | 0.12% | −139−2.2% | Reduced |
| Public Employees Retirement Association of Colorado | 5,639 | $373.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5,320 | $351.6K | 0.10% | +767+16.8% | Added |
| Principle Wealth Partners LLC | 5,043 | $333.3K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 4,982 | $329.0K | 0.00% | +370+8.0% | Added |
| Ieq Capital, LLC | 4,276 | $282.6K | 0.01% | +375+9.6% | Added |
| ProShare Advisors LLC | 4,265 | $281.9K | 0.00% | +435+11.4% | Added |
| Balyasny Asset Management LLC | 4,255 | $281.2K | 0.00% | +4,255 | New |
| Commerce Bank | 4,245 | $280.6K | 0.00% | −3,189−42.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,106 | $271.4K | 0.00% | −854−17.2% | Reduced |
| Principal Financial Group Inc | 3,871 | $255.8K | 0.00% | +286+8.0% | Added |
| Pictet Asset Management SA | 3,842 | $253.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,750 | $247.8K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $247.8K | 0.12% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,737 | $247.0K | 0.00% | +3,737 | New |
| Baird Financial Group, Inc. | 3,541 | $234.0K | 0.00% | +184+5.5% | Added |
| Lindenwold Advisors | 3,535 | $233.6K | 0.14% | +3,535 | New |
| Old National Bancorp | 3,389 | $224.0K | 0.01% | +328+10.7% | Added |
| Virginia Retirement Systems Et Al | 3,300 | $218.1K | 0.00% | −1,100−25.0% | Reduced |
| Teacher Retirement System of Texas | 3,198 | $211.0K | 0.00% | −1,239−27.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,148 | $208.1K | 0.00% | −1,254−28.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,063 | $201.7K | 0.00% | −229−7.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,000 | $198.3K | 0.00% | +3,000 | New |
| Ameritas Investment Partners, Inc. | 2,707 | $178.9K | 0.01% | +165+6.5% | Added |
| US Bancorp | 1,883 | $124.4K | 0.00% | −400−17.5% | Reduced |
| Metropolitan Life Insurance Co | 1,752 | $115.8K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,499 | $100.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,207 | $79.8K | 0.00% | +1,027+570.6% | Added |
| Aquatic Capital Management LLC | 1,200 | $79.0K | 0.00% | +1,200 | New |
| Allspring Global Investments Holdings, LLC | 1,158 | $76.5K | 0.00% | +20+1.8% | Added |
| Natixis Investment Managers International | 1,148 | $75.9K | 0.01% | −429−27.2% | Reduced |
| Ostrum Asset Management | 770 | $50.9K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 720 | $48.0K | 0.01% | +1+0.1% | Added |
| Signaturefd, LLC | 686 | $45.3K | 0.00% | +148+27.5% | Added |
| GPS Wealth Strategies Group, LLC | 430 | $28.4K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 421 | $27.8K | 0.00% | −3,926−90.3% | Reduced |
| Avalon Trust Co | 400 | $26.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 370 | $24.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 350 | $23.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 310 | $20.5K | 0.00% | −300−49.2% | Reduced |
| Huntington National Bank | 262 | $17.3K | 0.00% | −214−45.0% | Reduced |
| Bartlett & Co. LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $6.61K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 99 | $6.54K | 0.00% | −87−46.8% | Reduced |
| CWM, LLC | 85 | $6.00K | 0.00% | +48+129.7% | Added |
| Cullen/Frost Bankers, Inc. | 80 | $5.29K | 0.00% | −119−59.8% | Reduced |
| Park Place Capital Corp | 40 | $2.64K | 0.00% | −55−57.9% | Reduced |
| Private Trust Co NA | 35 | $2.31K | 0.00% | −40−53.3% | Reduced |
| GWM Advisors LLC | 35 | $2.31K | 0.00% | +35 | New |
| Barclays PLC | 21 | $1.39K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 20 | $1.32K | 0.00% | −9−31.0% | Reduced |
| JNBA Financial Advisors | 13 | $860 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $727 | 0.00% | −3−21.4% | Reduced |
| Addison Advisors LLC | 9 | $595 | 0.00% | +9 | New |
| SRS Capital Advisors, Inc. | 8 | $529 | 0.00% | −8−50.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 7 | $463 | 0.00% | +7 | New |
| Parallel Advisors, LLC | 5 | $330 | 0.00% | −8−61.5% | Reduced |
| SJS Investment Consulting Inc. | 4 | $265 | 0.00% | −3−42.9% | Reduced |
| AdvisorNet Financial, Inc | 4 | $264 | 0.00% | −1−20.0% | Reduced |
| Disciplined Investments, LLC | 4 | $264 | 0.00% | −1−20.0% | Reduced |
| Allworth Financial LP | 3 | $199 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | +1+25.0% | Added |
| Comerica Bank | 134,068 | $0 | 0.00% | +134,068 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −215,800−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −187,900−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −154,847−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,472−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −13,151−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,091−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,401−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −7,048−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −6,561−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −4,380−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −4,298−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Investment Management of Virginia LLC | – | – | – | – | Not filed |