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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 10,594 | $473.4K | 0.00% | −14,728−58.2% | Reduced |
| HRT Financial LP | 10,526 | $470.0K | 0.00% | +10,526 | New |
| ExodusPoint Capital Management, LP | 10,368 | $463.0K | 0.01% | +10,368 | New |
| Dynamic Technology Lab Private Ltd | 10,300 | $460.0K | 0.05% | +866+9.2% | Added |
| Wrapmanager Inc | 10,222 | $456.8K | 0.13% | +2,363+30.1% | Added |
| Verition Fund Management LLC | 10,212 | $456.4K | 0.00% | +10,212 | New |
| Dark Forest Capital Management LP | 10,130 | $452.7K | 0.08% | −942−8.5% | Reduced |
| Moneta Group Investment Advisors LLC | 10,025 | $448.0K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 9,974 | $445.7K | 0.08% | +9,974 | New |
| Nisa Investment Advisors, LLC | 9,970 | $445.6K | 0.00% | −463−4.4% | Reduced |
| Arizona State Retirement System | 9,084 | $406.0K | 0.00% | −151−1.6% | Reduced |
| Engineers Gate Manager LP | 9,048 | $404.4K | 0.01% | +9,048 | New |
| Capstone Investment Advisors, LLC | 8,875 | $396.6K | 0.01% | +8,875 | New |
| XTX Topco Ltd | 8,459 | $378.0K | 0.05% | +8,459 | New |
| New York Life Investment Management LLC | 8,394 | $375.1K | 0.00% | +3,093+58.3% | Added |
| CWM Advisors, LLC | 8,131 | $363.4K | 0.04% | +8,131 | New |
| Baldwin Brothers Inc | 7,926 | $354.2K | 0.03% | 00.0% | Unchanged |
| Trust Point Inc. | 7,783 | $347.8K | 0.03% | +7,783 | New |
| Azzad Asset Management Inc | 7,665 | $342.6K | 0.04% | +270+3.7% | Added |
| Quantbot Technologies LP | 7,652 | $342.0K | 0.02% | −8,880−53.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,513 | $335.8K | 0.00% | −2,356−23.9% | Reduced |
| Old National Bancorp | 7,284 | $325.5K | 0.01% | +20+0.3% | Added |
| Aviance Capital Partners, LLC | 7,087 | $316.7K | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,048 | $315.0K | 0.01% | +7,048 | New |
| Handelsbanken Fonder AB | 6,858 | $306.0K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 6,760 | $302.1K | 0.03% | +6,760 | New |
| Citigroup Inc | 6,407 | $286.3K | 0.00% | −9,014−58.5% | Reduced |
| Empower Advisory Group, LLC | 6,150 | $274.8K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,964 | $266.5K | 0.00% | +470+8.6% | Added |
| Public Employees Retirement Association of Colorado | 5,639 | $252.0K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 5,497 | $245.7K | 0.14% | +5,497 | New |
| Principle Wealth Partners LLC | 5,043 | $225.4K | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 4,716 | $210.7K | 0.02% | +4,716 | New |
| Walleye Capital LLC | 4,700 | $210.0K | 0.00% | +4,700 | New |
| Clearstead Advisors, LLC | 3,750 | $191.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $167.6K | 0.06% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,653 | $163.3K | 0.01% | +683+23.0% | Added |
| Ameritas Investment Partners, Inc. | 3,258 | $145.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,179 | $142.1K | 0.02% | −10,746−77.2% | Reduced |
| EntryPoint Capital, LLC | 2,966 | $132.6K | 0.12% | +2,966 | New |
| Advisor Group Holdings, Inc. | 2,309 | $102.3K | 0.00% | −2,280−49.7% | Reduced |
| US Bancorp | 2,001 | $89.4K | 0.00% | −1,522−43.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,891 | $84.5K | 0.01% | −1,891−50.0% | Reduced |
| Metropolitan Life Insurance Co | 1,756 | $78.5K | 0.00% | −207−10.5% | Reduced |
| Amalgamated Bank | 1,114 | $50.0K | 0.00% | −3,537−76.0% | Reduced |
| Fifth Third Bancorp | 1,013 | $45.3K | 0.00% | +99+10.8% | Added |
| Quarry LP | 769 | $34.4K | 0.01% | +769 | New |
| Tower Research Capital LLC (TRC) | 667 | $29.8K | 0.00% | −6,326−90.5% | Reduced |
| FMR LLC | 653 | $29.2K | 0.00% | +78+13.6% | Added |
| The PNC Financial Services Group, Inc. | 549 | $24.5K | 0.00% | −3,766−87.3% | Reduced |
| Signaturefd, LLC | 400 | $17.9K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $17.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 370 | $16.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 334 | $14.9K | 0.01% | +334 | New |
| Principal Securities, Inc. | 275 | $12.3K | 0.00% | −35−11.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 235 | $10.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 233 | $10.0K | 0.00% | −65−21.8% | Reduced |
| Raffa Wealth Management, LLC | 202 | $9.03K | 0.00% | +202 | New |
| CIBC Private Wealth Group, LLC | 170 | $7.49K | 0.00% | +170 | New |
| Salomon & Ludwin, LLC | 150 | $6.70K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.93K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 70 | $3.13K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 66 | $2.95K | 0.00% | +63+2,100.0% | Added |
| Mather Group, LLC. | 65 | $2.95K | 0.00% | +65 | New |
| First Financial Corp | 35 | $1.56K | 0.00% | +35 | New |
| Private Wealth Management Group, LLC | 28 | $1.25K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $1.00K | 0.00% | +9+225.0% | Added |
| Ostrum Asset Management | 19 | $849 | 0.00% | −400−95.5% | Reduced |
| First Horizon Advisors, Inc. | 15 | $670 | 0.00% | −521−97.2% | Reduced |
| Proequities, Inc. | 15 | $670 | 0.00% | +15 | New |
| 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 |
| GAMMA Investing LLC | 8 | $358 | 0.00% | −1−11.1% | Reduced |
| Massmutual Trust Co FSB | 7 | $313 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7 | $313 | 0.00% | +7 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $268 | 0.00% | +6 | New |
| Rothschild Investment LLC | 5 | $223 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 5 | $220 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $179 | 0.00% | −1−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $179 | 0.00% | −1−20.0% | Reduced |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −175,297−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −20,646−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,472−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,257−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −9,244−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −9,132−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −8,782−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −7,424−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −6,347−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −5,341−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,807−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |