Helios Technologies, Inc.

HLIO

Exchange: NYSE
Industry: Miscellaneous Fabricated Metal Products
SEC CIK: 0001024795

SEC filings (opens in a new tab)

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.

Q4 2023 vs. Q3 2023

How the institutions holding Helios Technologies, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of HLIO: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	156	1	167	+12
Shares	31.1M	15	31.2M	+37.9K (+0.1%)
Value	$1.73B	$0	$1.41B	−$313.4M (−18.2%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Helios Technologies, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to HLIO in Q4 2023
Institution	Shares	Value	% of portfolio
Millennium Management LLC	197,377	$8.95M	0.01%
Tributary Capital Management, LLC	175,297	$7.95M	0.67%
Voloridge Investment Management, LLC	116,716	$5.29M	0.02%
Barclays PLC	56,367	$2.56M	0.00%
Penn Capital Management Co Inc	38,535	$1.75M	0.16%
Jump Financial, LLC	25,567	$1.16M	0.04%
Qube Research & Technologies Ltd	24,218	$1.10M	0.00%
Edgestream Partners, L.P.	20,646	$936.3K	0.07%
Intrepid Capital Management Inc	20,114	$912.2K	0.62%
Quantbot Technologies LP	16,532	$749.7K	0.04%
Gsa Capital Partners LLP	13,016	$590.0K	0.05%
Landscape Capital Management, L.L.C.	10,472	$474.9K	0.04%
Quadrature Capital Ltd	10,257	$465.5K	0.01%
Dynamic Technology Lab Private Ltd	9,434	$428.0K	0.05%
Bank of Montreal	9,244	$420.4K	0.00%
Nebula Research & Development LLC	8,782	$398.3K	0.12%
First National Bank of Omaha	7,424	$336.7K	0.02%
Azzad Asset Management Inc	7,395	$335.4K	0.04%
Aristides Capital LLC	6,347	$287.8K	0.14%
Squarepoint Ops LLC	4,807	$218.0K	0.00%
Numerai GP LLC	4,767	$216.2K	0.08%
PEAK6 Investments LLC	2,970	$134.7K	0.01%
First Horizon Advisors, Inc.	536	$24.3K	0.00%
Principal Securities, Inc.	310	$14.1K	0.00%
Northwestern Mutual Wealth Management Co	204	$9.25K	0.00%
Ronald Blue Trust, Inc.	28	$2.00K	0.00%
Private Wealth Management Group, LLC	28	$1.27K	0.00%
Advisory Services Network, LLC	15	$680	0.00%
Versant Capital Management, Inc	10	$454	0.00%
GAMMA Investing LLC	9	$371	0.00%
Massmutual Trust Co FSB	7	$317	0.00%
Farther Finance Advisors, LLC	5	$227	0.00%
DiNuzzo Private Wealth, Inc.	5	$227	0.00%

Sold out (21)

Institutions that held Helios Technologies, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of HLIO in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Loomis Sayles & Co L P	562,433	$31.2M
ACK Asset Management LLC	535,000	$29.7M
Fred Alger Management, LLC	122,860	$6.82M
Thematics Asset Management	103,000	$5.71M
Federated Hermes, Inc.	36,412	$2.02M
Renaissance Technologies LLC	11,375	$631.0K
SG Americas Securities, LLC	9,364	$520.0K
Truist Financial Corp	8,156	$452.5K
CI Private Wealth, LLC	7,290	$404.4K
Ameritas Advisory Services, LLC	7,048	$391.0K
John G Ullman & Associates Inc	6,300	$349.5K
Yorktown Management & Research Co Inc	5,200	$288.5K
Ieq Capital, LLC	4,276	$237.3K
Captrust Financial Advisors	4,124	$228.8K
Pictet Asset Management Holding SA	3,842	$213.2K
Commonwealth Equity Services, LLC	3,737	$207.0K
Natixis Investment Managers International	1,078	$59.8K
Allspring Global Investments Holdings, LLC	940	$52.2K
Venturi Wealth Management, LLC	350	$19.4K
JNBA Financial Advisors	13	$722
Addison Advisors LLC	9	$500

Not filed for Q4 2023 yet (1)

Institutions that held Helios Technologies, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLIO in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Steward Financial Group LLC	15	$0