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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 7,048 | $391.0K | 0.02% | +7,048 | New |
| Handelsbanken Fonder AB | 6,858 | $380.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,686 | $370.9K | 0.00% | −7,845−54.0% | Reduced |
| Old National Bancorp | 6,387 | $354.3K | 0.01% | +2,998+88.5% | Added |
| John G Ullman & Associates Inc | 6,300 | $349.5K | 0.06% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 6,150 | $341.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,639 | $313.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 5,444 | $302.0K | 0.00% | −858−13.6% | Reduced |
| Yorktown Management & Research Co Inc | 5,200 | $288.5K | 0.32% | +5,200 | New |
| Principle Wealth Partners LLC | 5,043 | $279.8K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,037 | $279.5K | 0.00% | +931+22.7% | Added |
| Amalgamated Bank | 4,982 | $276.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,276 | $237.3K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,260 | $236.3K | 0.00% | −5−0.1% | Reduced |
| Captrust Financial Advisors | 4,124 | $228.8K | 0.00% | +4,124 | New |
| LPL Financial LLC | 4,039 | $224.1K | 0.00% | −12,725−75.9% | Reduced |
| Advisor Group Holdings, Inc. | 3,959 | $219.6K | 0.00% | +896+29.3% | Added |
| Pictet Asset Management Holding SA | 3,842 | $213.2K | 0.00% | +3,842 | New |
| Clearstead Advisors, LLC | 3,750 | $208.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $208.1K | 0.11% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,737 | $207.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,258 | $180.8K | 0.01% | +551+20.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,000 | $166.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,899 | $161.0K | 0.00% | +1,400+93.4% | Added |
| Metropolitan Life Insurance Co | 1,963 | $108.9K | 0.01% | +211+12.0% | Added |
| US Bancorp | 1,883 | $104.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,705 | $94.6K | 0.00% | +498+41.3% | Added |
| Ostrum Asset Management | 1,091 | $60.5K | 0.01% | +321+41.7% | Added |
| Natixis Investment Managers International | 1,078 | $59.8K | 0.00% | −70−6.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 940 | $52.2K | 0.00% | −218−18.8% | Reduced |
| Tradition Wealth Management, LLC | 721 | $40.0K | 0.00% | +1+0.1% | Added |
| Signaturefd, LLC | 667 | $37.0K | 0.00% | −19−2.8% | Reduced |
| Aquatic Capital Management LLC | 600 | $33.0K | 0.00% | −600−50.0% | Reduced |
| The PNC Financial Services Group, Inc. | 537 | $29.8K | 0.00% | −2,611−82.9% | Reduced |
| FMR LLC | 461 | $25.6K | 0.00% | +40+9.5% | Added |
| GPS Wealth Strategies Group, LLC | 408 | $22.6K | 0.00% | −22−5.1% | Reduced |
| Avalon Trust Co | 400 | $22.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 370 | $20.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 350 | $19.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 150 | $8.32K | 0.00% | +150 | New |
| Huntington National Bank | 94 | $5.21K | 0.00% | −168−64.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $4.88K | 0.00% | +88 | New |
| GW&K Investment Management, LLC | 61 | $4.00K | 0.00% | −295,908−100.0% | Reduced |
| Private Trust Co NA | 19 | $1.05K | 0.00% | −16−45.7% | Reduced |
| CWM, LLC | 11 | $1.00K | 0.00% | −74−87.1% | Reduced |
| JNBA Financial Advisors | 13 | $722 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $722 | 0.00% | +2+18.2% | Added |
| Bell Investment Advisors, Inc | 10 | $555 | 0.00% | −10−50.0% | Reduced |
| Addison Advisors LLC | 9 | $500 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $333 | 0.00% | +2+50.0% | Added |
| Parallel Advisors, LLC | 5 | $277 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $167 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $166 | 0.00% | −1−25.0% | Reduced |
| TD Capital Management LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Steward Financial Group LLC | 15 | $0 | 0.00% | +15 | New |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −150,773−100.0% | Sold out |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −102,900−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −27,912−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,309−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −12,821−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −8,912−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,255−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −4,245−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −3,871−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −3,541−100.0% | Sold out |
| Lindenwold Advisors | 0 | $0 | 0.00% | −3,535−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −3,198−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |