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, Q4 2023
Institutional positions in Helios Technologies, Inc. as of Dec 31, 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
- 167
- +12 vs. Q3 2023
- Shares held
- 31.2M
- +37.9K (+0.1%) vs. Q3 2023
- Total value
- $1.41B
- −$313.4M (−18.2%) vs. Q3 2023
- New holders
- 33
- 59 more added
- Sold out
- 21
- 47 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $46 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $136 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $137 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $227 | 0.00% | −1−16.7% | Reduced |
| Farther Finance Advisors, LLC | 5 | $227 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $227 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 7 | $317 | 0.00% | +7 | New |
| GAMMA Investing LLC | 9 | $371 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 10 | $454 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $454 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 12 | $545 | 0.00% | −1−7.7% | Reduced |
| Advisory Services Network, LLC | 15 | $680 | 0.00% | +15 | New |
| GW&K Investment Management, LLC | 15 | $1.00K | 0.00% | −46−75.4% | Reduced |
| Private Wealth Management Group, LLC | 28 | $1.27K | 0.00% | +28 | New |
| Parallel Advisors, LLC | 37 | $1.68K | 0.00% | +32+640.0% | Added |
| Ronald Blue Trust, Inc. | 28 | $2.00K | 0.00% | +28 | New |
| Private Trust Co NA | 70 | $3.17K | 0.00% | +51+268.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.75K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 111 | $5.03K | 0.00% | +17+18.1% | Added |
| Salomon & Ludwin, LLC | 150 | $8.32K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 204 | $9.25K | 0.00% | +204 | New |
| GPS Wealth Strategies Group, LLC | 235 | $10.7K | 0.00% | −173−42.4% | Reduced |
| CWM, LLC | 298 | $14.0K | 0.00% | +287+2,609.1% | Added |
| Principal Securities, Inc. | 310 | $14.1K | 0.00% | +310 | New |
| Caldwell Trust Co | 370 | $16.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 400 | $18.1K | 0.00% | −267−40.0% | Reduced |
| Avalon Trust Co | 400 | $18.1K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 419 | $19.0K | 0.00% | −672−61.6% | Reduced |
| First Horizon Advisors, Inc. | 536 | $24.3K | 0.00% | +536 | New |
| FMR LLC | 575 | $26.1K | 0.00% | +114+24.7% | Added |
| Tradition Wealth Management, LLC | 722 | $33.0K | 0.00% | +1+0.1% | Added |
| Fifth Third Bancorp | 914 | $41.5K | 0.00% | −6,318−87.4% | Reduced |
| Metropolitan Life Insurance Co | 1,963 | $89.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,899 | $131.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,970 | $134.7K | 0.01% | +2,970 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 3,000 | $136.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,258 | $147.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,523 | $159.8K | 0.00% | +1,640+87.1% | Added |
| Clearstead Advisors, LLC | 3,750 | $170.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $170.1K | 0.08% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 3,782 | $171.5K | 0.01% | −13,109−77.6% | Reduced |
| Aquatic Capital Management LLC | 3,800 | $172.0K | 0.00% | +3,200+533.3% | Added |
| The PNC Financial Services Group, Inc. | 4,315 | $195.7K | 0.00% | +3,778+703.5% | Added |
| Advisor Group Holdings, Inc. | 4,589 | $208.1K | 0.00% | +630+15.9% | Added |
| Amalgamated Bank | 4,651 | $211.0K | 0.00% | −331−6.6% | Reduced |
| Numerai GP LLC | 4,767 | $216.2K | 0.08% | +4,767 | New |
| Squarepoint Ops LLC | 4,807 | $218.0K | 0.00% | +4,807 | New |
| Principle Wealth Partners LLC | 5,043 | $228.7K | 0.02% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 5,301 | $240.4K | 0.00% | −143−2.6% | Reduced |
| LPL Financial LLC | 5,341 | $242.2K | 0.00% | +1,302+32.2% | Added |
| ProShare Advisors LLC | 5,494 | $249.2K | 0.00% | +1,234+29.0% | Added |
| Public Employees Retirement Association of Colorado | 5,639 | $256.0K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 6,150 | $278.9K | 0.00% | 00.0% | Unchanged |
| Aristides Capital LLC | 6,347 | $287.8K | 0.14% | +6,347 | New |
| Handelsbanken Fonder AB | 6,858 | $311.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,993 | $317.1K | 0.00% | +5,288+310.1% | Added |
| Aviance Capital Partners, LLC | 7,087 | $321.4K | 0.07% | 00.0% | Unchanged |
| Old National Bancorp | 7,264 | $329.4K | 0.01% | +877+13.7% | Added |
| Azzad Asset Management Inc | 7,395 | $335.4K | 0.04% | +7,395 | New |
| First National Bank of Omaha | 7,424 | $336.7K | 0.02% | +7,424 | New |
| Wrapmanager Inc | 7,859 | $356.4K | 0.10% | −267−3.3% | Reduced |
| Baldwin Brothers Inc | 7,926 | $359.4K | 0.03% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 8,782 | $398.3K | 0.12% | +8,782 | New |
| State of Wisconsin Investment Board | 9,132 | $414.1K | 0.00% | −39,097−81.1% | Reduced |
| Arizona State Retirement System | 9,235 | $418.8K | 0.00% | −60−0.6% | Reduced |
| Bank of Montreal | 9,244 | $420.4K | 0.00% | +9,244 | New |
| State Board of Administration of Florida Retirement System | 9,355 | $424.2K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 9,437 | $428.0K | 0.00% | −284−2.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,434 | $428.0K | 0.05% | +9,434 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,869 | $447.6K | 0.00% | +4,832+95.9% | Added |
| Glenmede Trust Co NA | 9,913 | $449.6K | 0.00% | +28+0.3% | Added |
| Moneta Group Investment Advisors LLC | 10,025 | $454.6K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 10,257 | $465.5K | 0.01% | +10,257 | New |
| Nisa Investment Advisors, LLC | 10,433 | $473.1K | 0.00% | −1,309−11.1% | Reduced |
| Landscape Capital Management, L.L.C. | 10,472 | $474.9K | 0.04% | +10,472 | New |
| Dark Forest Capital Management LP | 11,072 | $502.1K | 0.08% | +2,310+26.4% | Added |
| Clean Yield Group | 11,644 | $528.1K | 0.22% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,273 | $556.6K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 13,016 | $590.0K | 0.05% | +13,016 | New |
| Russell Investments Group, Ltd. | 13,324 | $604.3K | 0.00% | −14,634−52.3% | Reduced |
| Voya Investment Management LLC | 13,439 | $609.5K | 0.00% | −231,036−94.5% | Reduced |
| State of Wyoming | 13,925 | $631.5K | 0.12% | +1,075+8.4% | Added |
| Janus Henderson Group PLC | 13,977 | $634.1K | 0.00% | −245,300−94.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 15,187 | $688.7K | 0.00% | +938+6.6% | Added |
| Citigroup Inc | 15,421 | $699.3K | 0.00% | +8,735+130.6% | Added |
| Manufacturers Life Insurance Company, The | 16,077 | $729.1K | 0.00% | +34+0.2% | Added |
| American International Group, Inc. | 16,497 | $748.1K | 0.00% | +134+0.8% | Added |
| Quantbot Technologies LP | 16,532 | $749.7K | 0.04% | +16,532 | New |
| American Century Companies Inc | 16,957 | $769.0K | 0.00% | −2,033−10.7% | Reduced |
| Deutsche Bank AG | 17,000 | $771.0K | 0.00% | −332−1.9% | Reduced |
| MetLife Investment Management | 17,500 | $793.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 19,442 | $881.7K | 0.01% | −55−0.3% | Reduced |
| Intrepid Capital Management Inc | 20,114 | $912.2K | 0.62% | +20,114 | New |
| Edgestream Partners, L.P. | 20,646 | $936.3K | 0.07% | +20,646 | New |
| Oppenheimer Asset Management Inc. | 20,960 | $950.5K | 0.01% | −590−2.7% | Reduced |
| First Trust Advisors LP | 23,639 | $1.07M | 0.00% | +3,501+17.4% | Added |
| Qube Research & Technologies Ltd | 24,218 | $1.10M | 0.00% | +24,218 | New |
| Wells Fargo & Company | 25,322 | $1.15M | 0.00% | +17,712+232.7% | Added |
| Jump Financial, LLC | 25,567 | $1.16M | 0.04% | +25,567 | New |