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 |
|---|---|---|---|---|---|
| Bank of Montreal | 9,244 | $420.4K | 0.00% | +9,244 | New |
| Arizona State Retirement System | 9,235 | $418.8K | 0.00% | −60−0.6% | Reduced |
| State of Wisconsin Investment Board | 9,132 | $414.1K | 0.00% | −39,097−81.1% | Reduced |
| Nebula Research & Development LLC | 8,782 | $398.3K | 0.12% | +8,782 | New |
| Baldwin Brothers Inc | 7,926 | $359.4K | 0.03% | 00.0% | Unchanged |
| Wrapmanager Inc | 7,859 | $356.4K | 0.10% | −267−3.3% | Reduced |
| First National Bank of Omaha | 7,424 | $336.7K | 0.02% | +7,424 | New |
| Azzad Asset Management Inc | 7,395 | $335.4K | 0.04% | +7,395 | New |
| Old National Bancorp | 7,264 | $329.4K | 0.01% | +877+13.7% | Added |
| Aviance Capital Partners, LLC | 7,087 | $321.4K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,993 | $317.1K | 0.00% | +5,288+310.1% | Added |
| Handelsbanken Fonder AB | 6,858 | $311.0K | 0.00% | 00.0% | Unchanged |
| Aristides Capital LLC | 6,347 | $287.8K | 0.14% | +6,347 | New |
| Empower Advisory Group, LLC | 6,150 | $278.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,639 | $256.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,494 | $249.2K | 0.00% | +1,234+29.0% | Added |
| LPL Financial LLC | 5,341 | $242.2K | 0.00% | +1,302+32.2% | Added |
| New York Life Investment Management LLC | 5,301 | $240.4K | 0.00% | −143−2.6% | Reduced |
| Principle Wealth Partners LLC | 5,043 | $228.7K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,807 | $218.0K | 0.00% | +4,807 | New |
| Numerai GP LLC | 4,767 | $216.2K | 0.08% | +4,767 | New |
| Amalgamated Bank | 4,651 | $211.0K | 0.00% | −331−6.6% | Reduced |
| Advisor Group Holdings, Inc. | 4,589 | $208.1K | 0.00% | +630+15.9% | Added |
| The PNC Financial Services Group, Inc. | 4,315 | $195.7K | 0.00% | +3,778+703.5% | Added |
| Aquatic Capital Management LLC | 3,800 | $172.0K | 0.00% | +3,200+533.3% | Added |
| Knights of Columbus Asset Advisors LLC | 3,782 | $171.5K | 0.01% | −13,109−77.6% | Reduced |
| Clearstead Advisors, LLC | 3,750 | $170.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $170.1K | 0.08% | 00.0% | Unchanged |
| US Bancorp | 3,523 | $159.8K | 0.00% | +1,640+87.1% | Added |
| Ameritas Investment Partners, Inc. | 3,258 | $147.8K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 3,000 | $136.1K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,970 | $134.7K | 0.01% | +2,970 | New |
| Great West Life Assurance Co | 2,899 | $131.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,963 | $89.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 914 | $41.5K | 0.00% | −6,318−87.4% | Reduced |
| Tradition Wealth Management, LLC | 722 | $33.0K | 0.00% | +1+0.1% | Added |
| FMR LLC | 575 | $26.1K | 0.00% | +114+24.7% | Added |
| First Horizon Advisors, Inc. | 536 | $24.3K | 0.00% | +536 | New |
| Ostrum Asset Management | 419 | $19.0K | 0.00% | −672−61.6% | Reduced |
| Signaturefd, LLC | 400 | $18.1K | 0.00% | −267−40.0% | Reduced |
| Avalon Trust Co | 400 | $18.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 370 | $16.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 310 | $14.1K | 0.00% | +310 | New |
| CWM, LLC | 298 | $14.0K | 0.00% | +287+2,609.1% | Added |
| GPS Wealth Strategies Group, LLC | 235 | $10.7K | 0.00% | −173−42.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 204 | $9.25K | 0.00% | +204 | New |
| Salomon & Ludwin, LLC | 150 | $8.32K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 111 | $5.03K | 0.00% | +17+18.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.75K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 70 | $3.17K | 0.00% | +51+268.4% | Added |
| Ronald Blue Trust, Inc. | 28 | $2.00K | 0.00% | +28 | New |
| Parallel Advisors, LLC | 37 | $1.68K | 0.00% | +32+640.0% | Added |
| Private Wealth Management Group, LLC | 28 | $1.27K | 0.00% | +28 | New |
| GW&K Investment Management, LLC | 15 | $1.00K | 0.00% | −46−75.4% | Reduced |
| Advisory Services Network, LLC | 15 | $680 | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 12 | $545 | 0.00% | −1−7.7% | Reduced |
| Bell Investment Advisors, Inc | 10 | $454 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $454 | 0.00% | +10 | New |
| GAMMA Investing LLC | 9 | $371 | 0.00% | +9 | New |
| Massmutual Trust Co FSB | 7 | $317 | 0.00% | +7 | New |
| 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 |
| Allworth Financial LP | 3 | $137 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $136 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −562,433−100.0% | Sold out |
| ACK Asset Management LLC | 0 | $0 | 0.00% | −535,000−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −122,860−100.0% | Sold out |
| Thematics Asset Management | 0 | $0 | 0.00% | −103,000−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −36,412−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −11,375−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,364−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −8,156−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −7,290−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −7,048−100.0% | Sold out |
| John G Ullman & Associates Inc | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −4,276−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,124−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −3,842−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −3,737−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Steward Financial Group LLC | – | – | – | – | Not filed |