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.
Q1 2024 vs. Q4 2023
How the institutions holding Helios Technologies, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 167 | 181 | +14 |
| Shares | 31.2M | 31.0M | −132.9K (−0.4%) |
| Value | $1.41B | $1.38B | −$33.2M (−2.4%) |
New holders (35)
Institutions that held Helios Technologies, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
Sold out (21)
Institutions that held Helios Technologies, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Tributary Capital Management, LLC | 175,297 | $7.95M |
| Edgestream Partners, L.P. | 20,646 | $936.3K |
| Landscape Capital Management, L.L.C. | 10,472 | $474.9K |
| Quadrature Capital Ltd | 10,257 | $465.5K |
| Bank of Montreal | 9,244 | $420.4K |
| State of Wisconsin Investment Board | 9,132 | $414.1K |
| Nebula Research & Development LLC | 8,782 | $398.3K |
| First National Bank of Omaha | 7,424 | $336.7K |
| Aristides Capital LLC | 6,347 | $287.8K |
| LPL Financial LLC | 5,341 | $242.2K |
| Squarepoint Ops LLC | 4,807 | $218.0K |
| Healthcare of Ontario Pension Plan Trust Fund | 3,000 | $136.1K |
| Tradition Wealth Management, LLC | 722 | $33.0K |
| Northwestern Mutual Wealth Management Co | 204 | $9.25K |
| Huntington National Bank | 111 | $5.03K |
| Ronald Blue Trust, Inc. | 28 | $2.00K |
| Parallel Advisors, LLC | 37 | $1.68K |
| GW&K Investment Management, LLC | 15 | $1.00K |
| Advisory Services Network, LLC | 15 | $680 |
| AdvisorNet Financial, Inc | 3 | $136 |
| TD Capital Management LLC | 1 | $46 |