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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 9,270 | $442.6K | 0.00% | +186+2.0% | Added |
| Wrapmanager Inc | 8,919 | $425.9K | 0.12% | −1,303−12.7% | Reduced |
| EntryPoint Capital, LLC | 8,527 | $407.2K | 0.19% | +5,561+187.5% | Added |
| Baldwin Brothers Inc | 7,926 | $378.5K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 7,324 | $349.7K | 0.00% | +917+14.3% | Added |
| CWM Advisors, LLC | 7,282 | $347.7K | 0.04% | −849−10.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,280 | $347.6K | 0.03% | +2,564+54.4% | Added |
| Creative Planning | 7,260 | $346.7K | 0.00% | +7,260 | New |
| Aviance Capital Partners, LLC | 7,087 | $338.4K | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,048 | $336.5K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6,890 | $329.0K | 0.06% | −3,240−32.0% | Reduced |
| Handelsbanken Fonder AB | 6,858 | $327.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 6,311 | $301.4K | 0.09% | +6,311 | New |
| Empower Advisory Group, LLC | 6,150 | $293.7K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,912 | $282.3K | 0.03% | +5,912 | New |
| Aquatic Capital Management LLC | 5,400 | $257.9K | 0.01% | −7,500−58.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,340 | $255.0K | 0.00% | −2,173−28.9% | Reduced |
| Public Employees Retirement Association of Colorado | 5,187 | $248.0K | 0.00% | −452−8.0% | Reduced |
| Principle Wealth Partners LLC | 5,043 | $240.8K | 0.02% | 00.0% | Unchanged |
| Diametric Capital, LP | 4,992 | $238.4K | 0.13% | +4,992 | New |
| Aigen Investment Management, LP | 4,835 | $230.9K | 0.04% | +4,835 | New |
| Squarepoint Ops LLC | 4,517 | $215.7K | 0.00% | +4,517 | New |
| Verition Fund Management LLC | 4,505 | $215.1K | 0.00% | −5,707−55.9% | Reduced |
| ProShare Advisors LLC | 4,445 | $212.2K | 0.00% | −1,519−25.5% | Reduced |
| Pictet Asset Management Holding SA | 4,268 | $203.8K | 0.00% | +4,268 | New |
| Clearstead Advisors, LLC | 3,750 | $179.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,258 | $155.6K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,209 | $153.2K | 0.03% | +30+0.9% | Added |
| SG Americas Securities, LLC | 2,887 | $138.0K | 0.00% | +2,887 | New |
| Canada Pension Plan Investment Board | 2,300 | $109.8K | 0.00% | +2,300 | New |
| Advisor Group Holdings, Inc. | 2,253 | $107.0K | 0.00% | −56−2.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,891 | $90.3K | 0.01% | 00.0% | Unchanged |
| Amundi | 1,671 | $79.2K | 0.00% | +1,671 | New |
| US Bancorp | 1,606 | $76.7K | 0.00% | −395−19.7% | Reduced |
| Amalgamated Bank | 1,165 | $56.0K | 0.00% | +51+4.6% | Added |
| Fifth Third Bancorp | 1,002 | $47.8K | 0.00% | −11−1.1% | Reduced |
| FMR LLC | 951 | $45.4K | 0.00% | +298+45.6% | Added |
| Innealta Capital, LLC | 727 | $34.7K | 0.01% | +727 | New |
| Quarry LP | 622 | $29.7K | 0.01% | −147−19.1% | Reduced |
| 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 |
| Caldwell Trust Co | 370 | $17.7K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 334 | $15.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 275 | $13.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 255 | $12.2K | 0.00% | −294−53.6% | Reduced |
| CWM, LLC | 242 | $12.0K | 0.00% | +9+3.9% | Added |
| GPS Wealth Strategies Group, LLC | 235 | $11.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 202 | $9.65K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 165 | $7.88K | 0.00% | +165 | New |
| CIBC Private Wealth Group, LLC | 170 | $7.88K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 150 | $7.16K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 106 | $5.10K | 0.00% | +106 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $4.20K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 75 | $3.31K | 0.00% | +9+13.6% | Added |
| GAMMA Investing LLC | 69 | $3.29K | 0.00% | +61+762.5% | Added |
| Mather Group, LLC. | 65 | $2.90K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 51 | $2.28K | 0.00% | +51 | New |
| First Financial Corp | 35 | $1.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 28 | $1.34K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 23 | $1.10K | 0.00% | +23 | New |
| First Horizon Advisors, Inc. | 15 | $717 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $716 | 0.00% | +10+200.0% | Added |
| Russell Investments Group, Ltd. | 13 | $621 | 0.00% | −13,249−99.9% | Reduced |
| 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 |
| Farther Finance Advisors, LLC | 10 | $468 | 0.00% | +5+100.0% | Added |
| Quadrant Capital Group LLC | 7 | $335 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7 | $334 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $239 | 0.00% | +1+25.0% | Added |
| SJS Investment Consulting Inc. | 4 | $191 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1 | $47 | 0.00% | −14−93.3% | Reduced |
| Covestor Ltd | 8 | $0 | 0.00% | −5−38.5% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −168,752−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −82,179−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −71,960−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −65,374−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −45,119−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −37,536−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −22,797−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −14,249−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,939−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −16,357−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −12,506−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,482−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,526−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,368−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −9,974−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,048−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −8,875−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,459−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −8,394−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −7,783−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −7,665−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,652−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −7,284−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −6,760−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,497−100.0% | Sold out |