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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.

Q2 2024 vs. Q1 2024

How the institutions holding Helios Technologies, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of HLIO: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders1811174−6
Shares31.0M30.8K31.8M+847.4K (+2.7%)
Value$1.38B$1.38M$1.52B+$142.0M (+10.3%)

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Helios Technologies, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to HLIO in Q2 2024
InstitutionSharesValue% of portfolio
Barrow Hanley Mewhinney & Strauss LLC898,419$42.9M0.15%
Schroder Investment Management Group255,485$12.2M0.01%
Frontier Capital Management Co LLC210,786$10.1M0.10%
Mesirow Institutional Investment Management, Inc.178,922$8.54M0.75%
Ophir Asset Management Pty Ltd109,773$5.24M0.93%
Essex Investment Management Co LLC51,080$2.44M0.46%
Rockefeller Capital Management L.P.33,709$1.61M0.00%
Corebridge Financial, Inc.17,888$854.2K0.00%
Legato Capital Management LLC17,559$838.4K0.11%
Mirae Asset Global ETFs Holdings Ltd.16,270$776.9K0.00%
First Hawaiian Bank9,384$448.1K0.02%
Creative Planning7,260$346.7K0.00%
Inceptionr LLC6,311$301.4K0.09%
Central Pacific Bank - Trust Division5,912$282.3K0.03%
Diametric Capital, LP4,992$238.4K0.13%
Aigen Investment Management, LP4,835$230.9K0.04%
Squarepoint Ops LLC4,517$215.7K0.00%
Pictet Asset Management Holding SA4,268$203.8K0.00%
SG Americas Securities, LLC2,887$138.0K0.00%
Canada Pension Plan Investment Board2,300$109.8K0.00%
Amundi1,671$79.2K0.00%
Innealta Capital, LLC727$34.7K0.01%
nVerses Capital, LLC400$19.1K0.01%
SRS Capital Advisors, Inc.165$7.88K0.00%
Smartleaf Asset Management LLC106$5.10K0.00%
Ronald Blue Trust, Inc.51$2.28K0.00%
Redwood Wealth Management Group, LLC23$1.10K0.00%

Sold out (33)

Institutions that held Helios Technologies, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Not filed for Q2 2024 yet (1)

Institutions that held Helios Technologies, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLIO in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG30,843$1.38M