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, Q1 2024
Institutional positions in Helios Technologies, Inc. as of Mar 31, 2024. 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
- 181
- +14 vs. Q4 2023
- Shares held
- 31.0M
- −132.9K (−0.4%) vs. Q4 2023
- Total value
- $1.38B
- −$33.2M (−2.4%) vs. Q4 2023
- New holders
- 35
- 54 more added
- Sold out
- 21
- 62 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 4 | $179 | 0.00% | −1−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $179 | 0.00% | −1−20.0% | Reduced |
| Farther Finance Advisors, LLC | 5 | $220 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $223 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $268 | 0.00% | +6 | New |
| Massmutual Trust Co FSB | 7 | $313 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7 | $313 | 0.00% | +7 | New |
| GAMMA Investing LLC | 8 | $358 | 0.00% | −1−11.1% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $447 | 0.00% | −2−16.7% | Reduced |
| Versant Capital Management, Inc | 10 | $447 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $447 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 15 | $670 | 0.00% | −521−97.2% | Reduced |
| Proequities, Inc. | 15 | $670 | 0.00% | +15 | New |
| Ostrum Asset Management | 19 | $849 | 0.00% | −400−95.5% | Reduced |
| Covestor Ltd | 13 | $1.00K | 0.00% | +9+225.0% | Added |
| Private Wealth Management Group, LLC | 28 | $1.25K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 35 | $1.56K | 0.00% | +35 | New |
| Mather Group, LLC. | 65 | $2.95K | 0.00% | +65 | New |
| Allworth Financial LP | 66 | $2.95K | 0.00% | +63+2,100.0% | Added |
| Private Trust Co NA | 70 | $3.13K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.93K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 150 | $6.70K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 170 | $7.49K | 0.00% | +170 | New |
| Raffa Wealth Management, LLC | 202 | $9.03K | 0.00% | +202 | New |
| CWM, LLC | 233 | $10.0K | 0.00% | −65−21.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 235 | $10.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 275 | $12.3K | 0.00% | −35−11.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 334 | $14.9K | 0.01% | +334 | New |
| Caldwell Trust Co | 370 | $16.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 400 | $17.9K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $17.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 549 | $24.5K | 0.00% | −3,766−87.3% | Reduced |
| FMR LLC | 653 | $29.2K | 0.00% | +78+13.6% | Added |
| Tower Research Capital LLC (TRC) | 667 | $29.8K | 0.00% | −6,326−90.5% | Reduced |
| Quarry LP | 769 | $34.4K | 0.01% | +769 | New |
| Fifth Third Bancorp | 1,013 | $45.3K | 0.00% | +99+10.8% | Added |
| Amalgamated Bank | 1,114 | $50.0K | 0.00% | −3,537−76.0% | Reduced |
| Metropolitan Life Insurance Co | 1,756 | $78.5K | 0.00% | −207−10.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,891 | $84.5K | 0.01% | −1,891−50.0% | Reduced |
| US Bancorp | 2,001 | $89.4K | 0.00% | −1,522−43.2% | Reduced |
| Advisor Group Holdings, Inc. | 2,309 | $102.3K | 0.00% | −2,280−49.7% | Reduced |
| EntryPoint Capital, LLC | 2,966 | $132.6K | 0.12% | +2,966 | New |
| State of Wyoming | 3,179 | $142.1K | 0.02% | −10,746−77.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,258 | $145.6K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,653 | $163.3K | 0.01% | +683+23.0% | Added |
| Truvestments Capital LLC | 3,750 | $167.6K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,750 | $191.9K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,700 | $210.0K | 0.00% | +4,700 | New |
| Procyon Private Wealth Partners, LLC | 4,716 | $210.7K | 0.02% | +4,716 | New |
| Principle Wealth Partners LLC | 5,043 | $225.4K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 5,497 | $245.7K | 0.14% | +5,497 | New |
| Public Employees Retirement Association of Colorado | 5,639 | $252.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,964 | $266.5K | 0.00% | +470+8.6% | Added |
| Empower Advisory Group, LLC | 6,150 | $274.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,407 | $286.3K | 0.00% | −9,014−58.5% | Reduced |
| Entropy Technologies, LP | 6,760 | $302.1K | 0.03% | +6,760 | New |
| Handelsbanken Fonder AB | 6,858 | $306.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,048 | $315.0K | 0.01% | +7,048 | New |
| Aviance Capital Partners, LLC | 7,087 | $316.7K | 0.05% | 00.0% | Unchanged |
| Old National Bancorp | 7,284 | $325.5K | 0.01% | +20+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,513 | $335.8K | 0.00% | −2,356−23.9% | Reduced |
| Quantbot Technologies LP | 7,652 | $342.0K | 0.02% | −8,880−53.7% | Reduced |
| Azzad Asset Management Inc | 7,665 | $342.6K | 0.04% | +270+3.7% | Added |
| Trust Point Inc. | 7,783 | $347.8K | 0.03% | +7,783 | New |
| Baldwin Brothers Inc | 7,926 | $354.2K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,131 | $363.4K | 0.04% | +8,131 | New |
| New York Life Investment Management LLC | 8,394 | $375.1K | 0.00% | +3,093+58.3% | Added |
| XTX Topco Ltd | 8,459 | $378.0K | 0.05% | +8,459 | New |
| Capstone Investment Advisors, LLC | 8,875 | $396.6K | 0.01% | +8,875 | New |
| Engineers Gate Manager LP | 9,048 | $404.4K | 0.01% | +9,048 | New |
| Arizona State Retirement System | 9,084 | $406.0K | 0.00% | −151−1.6% | Reduced |
| Nisa Investment Advisors, LLC | 9,970 | $445.6K | 0.00% | −463−4.4% | Reduced |
| Occudo Quantitative Strategies LP | 9,974 | $445.7K | 0.08% | +9,974 | New |
| Moneta Group Investment Advisors LLC | 10,025 | $448.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 10,130 | $452.7K | 0.08% | −942−8.5% | Reduced |
| Verition Fund Management LLC | 10,212 | $456.4K | 0.00% | +10,212 | New |
| Wrapmanager Inc | 10,222 | $456.8K | 0.13% | +2,363+30.1% | Added |
| Dynamic Technology Lab Private Ltd | 10,300 | $460.0K | 0.05% | +866+9.2% | Added |
| ExodusPoint Capital Management, LP | 10,368 | $463.0K | 0.01% | +10,368 | New |
| HRT Financial LP | 10,526 | $470.0K | 0.00% | +10,526 | New |
| Wells Fargo & Company | 10,594 | $473.4K | 0.00% | −14,728−58.2% | Reduced |
| Glenmede Trust Co NA | 10,966 | $490.1K | 0.00% | +1,053+10.6% | Added |
| Victory Capital Management Inc | 11,077 | $495.0K | 0.00% | +1,640+17.4% | Added |
| Voya Investment Management LLC | 11,082 | $495.3K | 0.00% | −2,357−17.5% | Reduced |
| Clean Yield Group | 11,344 | $507.0K | 0.20% | −300−2.6% | Reduced |
| Bayesian Capital Management, LP | 11,482 | $513.1K | 0.05% | +11,482 | New |
| Trexquant Investment LP | 11,765 | $525.8K | 0.01% | +11,765 | New |
| Brown Advisory Inc | 12,273 | $548.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 12,364 | $553.0K | 0.00% | +9,465+326.5% | Added |
| TD Asset Management Inc | 12,506 | $558.9K | 0.00% | −23,264−65.0% | Reduced |
| Aquatic Capital Management LLC | 12,900 | $576.5K | 0.02% | +9,100+239.5% | Added |
| Russell Investments Group, Ltd. | 13,262 | $592.7K | 0.00% | −62−0.5% | Reduced |
| Janus Henderson Group PLC | 13,977 | $624.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,269 | $637.7K | 0.00% | −51,239−78.2% | Reduced |
| Jane Street Group, LLC | 15,875 | $709.5K | 0.00% | +15,875 | New |
| Manufacturers Life Insurance Company, The | 16,074 | $718.3K | 0.00% | −30.0% | Reduced |
| American International Group, Inc. | 16,357 | $731.0K | 0.00% | −140−0.8% | Reduced |
| American Century Companies Inc | 16,488 | $736.8K | 0.00% | −469−2.8% | Reduced |
| Oppenheimer Asset Management Inc. | 16,502 | $737.5K | 0.01% | −4,458−21.3% | Reduced |
| MetLife Investment Management | 17,500 | $782.1K | 0.01% | 00.0% | Unchanged |