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, Q2 2024
Institutional positions in Helios Technologies, Inc. as of Jun 30, 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
- 174
- −6 vs. Q1 2024
- Shares held
- 31.8M
- +847.4K (+2.7%) vs. Q1 2024
- Total value
- $1.52B
- +$142.0M (+10.3%) vs. Q1 2024
- New holders
- 27
- 53 more added
- Sold out
- 33
- 56 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −5−38.5% | Reduced |
| Proequities, Inc. | 1 | $47 | 0.00% | −14−93.3% | Reduced |
| SJS Investment Consulting Inc. | 4 | $191 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $239 | 0.00% | +1+25.0% | Added |
| Massmutual Trust Co FSB | 7 | $334 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7 | $335 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $468 | 0.00% | +5+100.0% | Added |
| JFS Wealth Advisors, LLC | 10 | $478 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $478 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $478 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 13 | $621 | 0.00% | −13,249−99.9% | Reduced |
| Rothschild Investment LLC | 15 | $716 | 0.00% | +10+200.0% | Added |
| First Horizon Advisors, Inc. | 15 | $717 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 23 | $1.10K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 28 | $1.34K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 35 | $1.67K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 51 | $2.28K | 0.00% | +51 | New |
| Mather Group, LLC. | 65 | $2.90K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 69 | $3.29K | 0.00% | +61+762.5% | Added |
| Allworth Financial LP | 75 | $3.31K | 0.00% | +9+13.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $4.20K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 106 | $5.10K | 0.00% | +106 | New |
| Salomon & Ludwin, LLC | 150 | $7.16K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 170 | $7.88K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 165 | $7.88K | 0.00% | +165 | New |
| Raffa Wealth Management, LLC | 202 | $9.65K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 235 | $11.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 242 | $12.0K | 0.00% | +9+3.9% | Added |
| The PNC Financial Services Group, Inc. | 255 | $12.2K | 0.00% | −294−53.6% | Reduced |
| Principal Securities, Inc. | 275 | $13.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 334 | $15.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 370 | $17.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 400 | $19.1K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $19.1K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 400 | $19.1K | 0.01% | +400 | New |
| Quarry LP | 622 | $29.7K | 0.01% | −147−19.1% | Reduced |
| Innealta Capital, LLC | 727 | $34.7K | 0.01% | +727 | New |
| FMR LLC | 951 | $45.4K | 0.00% | +298+45.6% | Added |
| Fifth Third Bancorp | 1,002 | $47.8K | 0.00% | −11−1.1% | Reduced |
| Amalgamated Bank | 1,165 | $56.0K | 0.00% | +51+4.6% | Added |
| US Bancorp | 1,606 | $76.7K | 0.00% | −395−19.7% | Reduced |
| Amundi | 1,671 | $79.2K | 0.00% | +1,671 | New |
| Knights of Columbus Asset Advisors LLC | 1,891 | $90.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,253 | $107.0K | 0.00% | −56−2.4% | Reduced |
| Canada Pension Plan Investment Board | 2,300 | $109.8K | 0.00% | +2,300 | New |
| SG Americas Securities, LLC | 2,887 | $138.0K | 0.00% | +2,887 | New |
| State of Wyoming | 3,209 | $153.2K | 0.03% | +30+0.9% | Added |
| Ameritas Investment Partners, Inc. | 3,258 | $155.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,750 | $179.1K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,268 | $203.8K | 0.00% | +4,268 | New |
| ProShare Advisors LLC | 4,445 | $212.2K | 0.00% | −1,519−25.5% | Reduced |
| Verition Fund Management LLC | 4,505 | $215.1K | 0.00% | −5,707−55.9% | Reduced |
| Squarepoint Ops LLC | 4,517 | $215.7K | 0.00% | +4,517 | New |
| Aigen Investment Management, LP | 4,835 | $230.9K | 0.04% | +4,835 | New |
| Diametric Capital, LP | 4,992 | $238.4K | 0.13% | +4,992 | New |
| Principle Wealth Partners LLC | 5,043 | $240.8K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,187 | $248.0K | 0.00% | −452−8.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,340 | $255.0K | 0.00% | −2,173−28.9% | Reduced |
| Aquatic Capital Management LLC | 5,400 | $257.9K | 0.01% | −7,500−58.1% | Reduced |
| Central Pacific Bank - Trust Division | 5,912 | $282.3K | 0.03% | +5,912 | New |
| Empower Advisory Group, LLC | 6,150 | $293.7K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 6,311 | $301.4K | 0.09% | +6,311 | New |
| Handelsbanken Fonder AB | 6,858 | $327.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6,890 | $329.0K | 0.06% | −3,240−32.0% | Reduced |
| Ameritas Advisory Services, LLC | 7,048 | $336.5K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,087 | $338.4K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 7,260 | $346.7K | 0.00% | +7,260 | New |
| Procyon Private Wealth Partners, LLC | 7,280 | $347.6K | 0.03% | +2,564+54.4% | Added |
| CWM Advisors, LLC | 7,282 | $347.7K | 0.04% | −849−10.4% | Reduced |
| Citigroup Inc | 7,324 | $349.7K | 0.00% | +917+14.3% | Added |
| Baldwin Brothers Inc | 7,926 | $378.5K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 8,527 | $407.2K | 0.19% | +5,561+187.5% | Added |
| Wrapmanager Inc | 8,919 | $425.9K | 0.12% | −1,303−12.7% | Reduced |
| Arizona State Retirement System | 9,270 | $442.6K | 0.00% | +186+2.0% | Added |
| State Board of Administration of Florida Retirement System | 9,295 | $443.8K | 0.00% | −4,330−31.8% | Reduced |
| First Hawaiian Bank | 9,384 | $448.1K | 0.02% | +9,384 | New |
| Nisa Investment Advisors, LLC | 9,996 | $477.3K | 0.00% | +26+0.3% | Added |
| Moneta Group Investment Advisors LLC | 10,025 | $478.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,669 | $509.4K | 0.01% | +10,002+1,499.6% | Added |
| BNP Paribas Arbitrage, SA | 10,921 | $521.5K | 0.00% | −23,965−68.7% | Reduced |
| Glenmede Trust Co NA | 11,220 | $535.8K | 0.00% | +254+2.3% | Added |
| Victory Capital Management Inc | 11,256 | $537.5K | 0.00% | +179+1.6% | Added |
| Clean Yield Group | 11,344 | $541.7K | 0.20% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,872 | $566.9K | 0.01% | −6,720−36.1% | Reduced |
| Wells Fargo & Company | 12,188 | $582.0K | 0.00% | +1,594+15.0% | Added |
| Brown Advisory Inc | 12,273 | $586.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 12,364 | $590.0K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 13,603 | $649.5K | 0.24% | −15,391−53.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,270 | $776.9K | 0.00% | +16,270 | New |
| Deutsche Bank AG | 16,339 | $780.2K | 0.00% | −2,049−11.1% | Reduced |
| Manufacturers Life Insurance Company, The | 17,292 | $825.7K | 0.00% | +1,218+7.6% | Added |
| Barclays PLC | 17,403 | $831.0K | 0.00% | −18,222−51.1% | Reduced |
| Legato Capital Management LLC | 17,559 | $838.4K | 0.11% | +17,559 | New |
| Corebridge Financial, Inc. | 17,888 | $854.2K | 0.00% | +17,888 | New |
| Citadel Advisors LLC | 18,403 | $878.7K | 0.00% | −107,853−85.4% | Reduced |
| Intrepid Capital Management Inc | 19,203 | $916.9K | 0.58% | 00.0% | Unchanged |
| MetLife Investment Management | 19,222 | $917.9K | 0.01% | +1,722+9.8% | Added |
| Cardinal Capital Management | 19,353 | $924.1K | 0.16% | +702+3.8% | Added |
| UBS Group AG | 20,336 | $971.0K | 0.00% | −25,825−55.9% | Reduced |
| Trexquant Investment LP | 20,904 | $998.2K | 0.02% | +9,139+77.7% | Added |