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, Q3 2023
Institutional positions in Helios Technologies, Inc. as of Sep 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
- 156
- −13 vs. Q2 2023
- Shares held
- 31.1M
- +429.7K (+1.4%) vs. Q2 2023
- Total value
- $1.73B
- −$292.7M (−14.5%) vs. Q2 2023
- New holders
- 11
- 62 more added
- Sold out
- 24
- 51 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Steward Financial Group LLC | 15 | $0 | 0.00% | +15 | New |
| TD Capital Management LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $166 | 0.00% | −1−25.0% | Reduced |
| Allworth Financial LP | 3 | $167 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $277 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $333 | 0.00% | +2+50.0% | Added |
| Addison Advisors LLC | 9 | $500 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $555 | 0.00% | −10−50.0% | Reduced |
| JNBA Financial Advisors | 13 | $722 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $722 | 0.00% | +2+18.2% | Added |
| CWM, LLC | 11 | $1.00K | 0.00% | −74−87.1% | Reduced |
| Private Trust Co NA | 19 | $1.05K | 0.00% | −16−45.7% | Reduced |
| GW&K Investment Management, LLC | 61 | $4.00K | 0.00% | −295,908−100.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $4.88K | 0.00% | +88 | New |
| Huntington National Bank | 94 | $5.21K | 0.00% | −168−64.1% | Reduced |
| Salomon & Ludwin, LLC | 150 | $8.32K | 0.00% | +150 | New |
| Venturi Wealth Management, LLC | 350 | $19.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 370 | $20.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $22.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 408 | $22.6K | 0.00% | −22−5.1% | Reduced |
| FMR LLC | 461 | $25.6K | 0.00% | +40+9.5% | Added |
| The PNC Financial Services Group, Inc. | 537 | $29.8K | 0.00% | −2,611−82.9% | Reduced |
| Aquatic Capital Management LLC | 600 | $33.0K | 0.00% | −600−50.0% | Reduced |
| Signaturefd, LLC | 667 | $37.0K | 0.00% | −19−2.8% | Reduced |
| Tradition Wealth Management, LLC | 721 | $40.0K | 0.00% | +1+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 940 | $52.2K | 0.00% | −218−18.8% | Reduced |
| Natixis Investment Managers International | 1,078 | $59.8K | 0.00% | −70−6.1% | Reduced |
| Ostrum Asset Management | 1,091 | $60.5K | 0.01% | +321+41.7% | Added |
| Tower Research Capital LLC (TRC) | 1,705 | $94.6K | 0.00% | +498+41.3% | Added |
| US Bancorp | 1,883 | $104.5K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,963 | $108.9K | 0.01% | +211+12.0% | Added |
| Great West Life Assurance Co | 2,899 | $161.0K | 0.00% | +1,400+93.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,000 | $166.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,258 | $180.8K | 0.01% | +551+20.4% | Added |
| Commonwealth Equity Services, LLC | 3,737 | $207.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,750 | $208.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $208.1K | 0.11% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 3,842 | $213.2K | 0.00% | +3,842 | New |
| Advisor Group Holdings, Inc. | 3,959 | $219.6K | 0.00% | +896+29.3% | Added |
| LPL Financial LLC | 4,039 | $224.1K | 0.00% | −12,725−75.9% | Reduced |
| Captrust Financial Advisors | 4,124 | $228.8K | 0.00% | +4,124 | New |
| ProShare Advisors LLC | 4,260 | $236.3K | 0.00% | −5−0.1% | Reduced |
| Ieq Capital, LLC | 4,276 | $237.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,982 | $276.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,037 | $279.5K | 0.00% | +931+22.7% | Added |
| Principle Wealth Partners LLC | 5,043 | $279.8K | 0.03% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 5,200 | $288.5K | 0.32% | +5,200 | New |
| New York Life Investment Management LLC | 5,444 | $302.0K | 0.00% | −858−13.6% | Reduced |
| Public Employees Retirement Association of Colorado | 5,639 | $313.0K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 6,150 | $341.2K | 0.00% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 6,300 | $349.5K | 0.06% | 00.0% | Unchanged |
| Old National Bancorp | 6,387 | $354.3K | 0.01% | +2,998+88.5% | Added |
| Citigroup Inc | 6,686 | $370.9K | 0.00% | −7,845−54.0% | Reduced |
| Handelsbanken Fonder AB | 6,858 | $380.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,048 | $391.0K | 0.02% | +7,048 | New |
| Aviance Capital Partners, LLC | 7,087 | $393.2K | 0.09% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,232 | $401.2K | 0.00% | +278+4.0% | Added |
| CI Private Wealth, LLC | 7,290 | $404.4K | 0.00% | +1,080+17.4% | Added |
| Wells Fargo & Company | 7,610 | $422.2K | 0.00% | −7,146−48.4% | Reduced |
| Baldwin Brothers Inc | 7,926 | $439.7K | 0.04% | 00.0% | Unchanged |
| Wrapmanager Inc | 8,126 | $450.8K | 0.14% | +2,030+33.3% | Added |
| Truist Financial Corp | 8,156 | $452.5K | 0.00% | −701−7.9% | Reduced |
| Dark Forest Capital Management LP | 8,762 | $486.1K | 0.04% | +8,762 | New |
| Arizona State Retirement System | 9,295 | $515.7K | 0.00% | +143+1.6% | Added |
| State Board of Administration of Florida Retirement System | 9,355 | $519.0K | 0.00% | +50+0.5% | Added |
| SG Americas Securities, LLC | 9,364 | $520.0K | 0.01% | +9,364 | New |
| Victory Capital Management Inc | 9,721 | $539.3K | 0.00% | +2,485+34.3% | Added |
| Glenmede Trust Co NA | 9,885 | $548.4K | 0.00% | +2,185+28.4% | Added |
| Moneta Group Investment Advisors LLC | 10,025 | $556.2K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 11,375 | $631.0K | 0.00% | −800−6.6% | Reduced |
| Clean Yield Group | 11,644 | $647.3K | 0.29% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,742 | $651.4K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,273 | $680.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 12,850 | $712.9K | 0.15% | +7,530+141.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,249 | $790.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,683 | $870.1K | 0.00% | −8,186−34.3% | Reduced |
| Manufacturers Life Insurance Company, The | 16,043 | $890.1K | 0.00% | +2,817+21.3% | Added |
| D. E. Shaw & Co., Inc. | 16,086 | $892.5K | 0.00% | −5,078−24.0% | Reduced |
| American International Group, Inc. | 16,363 | $907.8K | 0.01% | +581+3.7% | Added |
| Knights of Columbus Asset Advisors LLC | 16,891 | $937.1K | 0.09% | −13,717−44.8% | Reduced |
| Deutsche Bank AG | 17,332 | $961.6K | 0.00% | +2,033+13.3% | Added |
| MetLife Investment Management | 17,500 | $970.9K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 18,990 | $1.05M | 0.00% | −1,039−5.2% | Reduced |
| Pinnacle Associates Ltd | 19,497 | $1.08M | 0.02% | +200+1.0% | Added |
| First Trust Advisors LP | 20,138 | $1.12M | 0.00% | −9,848−32.8% | Reduced |
| Oppenheimer Asset Management Inc. | 21,550 | $1.20M | 0.02% | −557−2.5% | Reduced |
| Two Sigma Investments, LP | 25,025 | $1.39M | 0.00% | −10,236−29.0% | Reduced |
| Russell Investments Group, Ltd. | 27,958 | $1.55M | 0.00% | +3,100+12.5% | Added |
| BNP Paribas Arbitrage, SA | 28,289 | $1.57M | 0.00% | +9,692+52.1% | Added |
| UBS Group AG | 28,496 | $1.58M | 0.00% | +8,410+41.9% | Added |
| Goldman Sachs Group Inc | 28,653 | $1.59M | 0.00% | −10,942−27.6% | Reduced |
| Credit Suisse AG | 29,888 | $1.66M | 0.00% | −1,516−4.8% | Reduced |
| Legal & General Group Plc | 32,330 | $1.79M | 0.00% | −243−0.7% | Reduced |
| GHP Investment Advisors, Inc. | 35,420 | $1.89M | 0.12% | +2,560+7.8% | Added |
| Envestnet Asset Management Inc | 34,696 | $1.92M | 0.00% | +14,564+72.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 34,720 | $1.93M | 0.03% | −39,210−53.0% | Reduced |
| Isthmus Partners, LLC | 34,989 | $1.94M | 0.28% | +479+1.4% | Added |
| UBS Asset Management Americas Inc | 36,010 | $2.00M | 0.00% | +3,851+12.0% | Added |
| California State Teachers Retirement System | 36,085 | $2.00M | 0.00% | −3,493−8.8% | Reduced |