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, Q3 2024
Institutional positions in Helios Technologies, Inc. as of Sep 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
- 177
- +4 vs. Q2 2024
- Shares held
- 31.6M
- +2.18M (+7.4%) vs. Q2 2024
- Total value
- $1.51B
- +$102.3M (+7.3%) vs. Q2 2024
- New holders
- 27
- 67 more added
- Sold out
- 23
- 48 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −2−25.0% | Reduced |
| Hemington Wealth Management | 3 | $0 | 0.00% | +3 | New |
| National Bank of Canada | 1 | $48 | 0.00% | +1 | New |
| Claris Advisors, LLC | 1 | $48 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $96 | 0.00% | −8−80.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $96 | 0.00% | −3−60.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $96 | 0.00% | −2−50.0% | Reduced |
| Quadrant Capital Group LLC | 7 | $334 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $477 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $477 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $524 | 0.00% | +1+10.0% | Added |
| Capital Performance Advisors LLP | 13 | $620 | 0.00% | +13 | New |
| First Horizon Advisors, Inc. | 15 | $718 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 18 | $859 | 0.00% | +5+38.5% | Added |
| Rothschild Investment LLC | 25 | $1.19K | 0.00% | +10+66.7% | Added |
| Private Wealth Management Group, LLC | 28 | $1.34K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 35 | $1.67K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $1.91K | 0.00% | +40 | New |
| Bessemer Group Inc | 50 | $2.00K | 0.00% | +50 | New |
| GAMMA Investing LLC | 44 | $2.10K | 0.00% | −25−36.2% | Reduced |
| Sterling Capital Management LLC | 60 | $2.86K | 0.00% | +60 | New |
| Mather Group, LLC. | 65 | $3.10K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 72 | $3.44K | 0.00% | −3−4.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $4.20K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 100 | $4.77K | 0.00% | +100 | New |
| Venturi Wealth Management, LLC | 101 | $4.82K | 0.00% | +101 | New |
| Smartleaf Asset Management LLC | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 105 | $5.01K | 0.00% | −265−71.6% | Reduced |
| Ronald Blue Trust, Inc. | 140 | $6.68K | 0.00% | +89+174.5% | Added |
| Harbor Capital Advisors, Inc. | 140 | $7.00K | 0.00% | +140 | New |
| Ashton Thomas Securities, LLC | 147 | $7.01K | 0.00% | +147 | New |
| Salomon & Ludwin, LLC | 150 | $7.16K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 165 | $7.87K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 170 | $8.11K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 211 | $9.95K | 0.00% | +211 | New |
| CWM, LLC | 238 | $11.0K | 0.00% | −4−1.7% | Reduced |
| Principal Securities, Inc. | 275 | $13.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 285 | $13.6K | 0.00% | +30+11.8% | Added |
| Public Employees Retirement System of Ohio | 393 | $18.7K | 0.00% | −57,349−99.3% | Reduced |
| Signaturefd, LLC | 400 | $19.1K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $19.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 911 | $43.5K | 0.00% | −40−4.2% | Reduced |
| Acadian Asset Management LLC | 931 | $44.0K | 0.00% | +931 | New |
| Fifth Third Bancorp | 1,110 | $52.9K | 0.00% | +108+10.8% | Added |
| Amalgamated Bank | 1,165 | $56.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,200 | $57.2K | 0.00% | −1,100−47.8% | Reduced |
| nVerses Capital, LLC | 1,200 | $57.2K | 0.03% | +800+200.0% | Added |
| Aquatic Capital Management LLC | 1,500 | $71.5K | 0.00% | −3,900−72.2% | Reduced |
| US Bancorp | 1,592 | $75.9K | 0.00% | −14−0.9% | Reduced |
| Amundi | 2,185 | $103.9K | 0.00% | +514+30.8% | Added |
| Advisor Group Holdings, Inc. | 2,319 | $110.7K | 0.00% | +66+2.9% | Added |
| Ameritas Investment Partners, Inc. | 3,258 | $155.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,750 | $178.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $178.9K | 0.05% | +3,750 | New |
| Pictet Asset Management Holding SA | 4,268 | $203.6K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 4,298 | $205.0K | 0.00% | +4,298 | New |
| State of Wyoming | 4,340 | $207.0K | 0.03% | +1,131+35.2% | Added |
| Intech Investment Management LLC | 4,701 | $224.2K | 0.00% | +4,701 | New |
| Principle Wealth Partners LLC | 5,043 | $240.6K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,187 | $247.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 5,300 | $252.8K | 0.04% | +5,300 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,340 | $254.7K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,045 | $288.3K | 0.00% | +1,528+33.8% | Added |
| Empower Advisory Group, LLC | 6,150 | $293.4K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 6,283 | $299.7K | 0.00% | +1,838+41.3% | Added |
| Central Pacific Bank - Trust Division | 6,498 | $310.0K | 0.04% | +586+9.9% | Added |
| Aviance Capital Partners, LLC | 7,087 | $338.1K | 0.04% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,758 | $370.0K | 0.00% | +900+13.1% | Added |
| Baldwin Brothers Inc | 7,926 | $378.1K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 8,042 | $383.6K | 0.03% | +8,042 | New |
| Wrapmanager Inc | 8,269 | $394.4K | 0.10% | −650−7.3% | Reduced |
| CWM Advisors, LLC | 8,654 | $412.8K | 0.04% | +1,372+18.8% | Added |
| Tudor Investment Corp Et Al | 9,060 | $432.2K | 0.00% | +9,060 | New |
| State Board of Administration of Florida Retirement System | 9,295 | $443.4K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 9,361 | $446.5K | 0.00% | −1,895−16.8% | Reduced |
| Nisa Investment Advisors, LLC | 9,503 | $453.3K | 0.00% | −493−4.9% | Reduced |
| Arizona State Retirement System | 9,549 | $455.5K | 0.00% | +279+3.0% | Added |
| Moneta Group Investment Advisors LLC | 10,025 | $478.2K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 10,029 | $478.4K | 0.02% | +645+6.9% | Added |
| Quantbot Technologies LP | 10,348 | $493.6K | 0.02% | +10,348 | New |
| EntryPoint Capital, LLC | 10,480 | $499.9K | 0.28% | +1,953+22.9% | Added |
| Procyon Private Wealth Partners, LLC | 10,760 | $513.3K | 0.04% | +3,480+47.8% | Added |
| Clean Yield Group | 11,119 | $530.4K | 0.17% | −225−2.0% | Reduced |
| Glenmede Trust Co NA | 11,200 | $534.2K | 0.00% | −20−0.2% | Reduced |
| SG Americas Securities, LLC | 11,616 | $554.0K | 0.00% | +8,729+302.4% | Added |
| Wells Fargo & Company | 11,908 | $568.0K | 0.00% | −280−2.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 12,210 | $583.0K | 0.01% | +12,210 | New |
| Brown Advisory Inc | 12,273 | $585.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,387 | $590.9K | 0.02% | +1,718+16.1% | Added |
| Sherbrooke Park Advisers LLC | 12,687 | $605.2K | 0.14% | +12,687 | New |
| First Trust Advisors LP | 12,735 | $607.5K | 0.00% | −19,879−61.0% | Reduced |
| Quest Partners LLC | 13,054 | $622.7K | 0.06% | +13,054 | New |
| BNP Paribas Arbitrage, SA | 13,111 | $625.4K | 0.00% | +2,190+20.1% | Added |
| Great West Life Assurance Co | 14,169 | $677.0K | 0.00% | +1,805+14.6% | Added |
| Jacobs Levy Equity Management, Inc | 16,561 | $790.0K | 0.00% | −8,115−32.9% | Reduced |
| Manufacturers Life Insurance Company, The | 17,052 | $813.4K | 0.00% | −240−1.4% | Reduced |
| Corebridge Financial, Inc. | 17,779 | $848.1K | 0.00% | −109−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 18,260 | $871.0K | 0.00% | +1,990+12.2% | Added |
| Pinnacle Associates Ltd | 19,442 | $881.7K | 0.02% | +7,570+63.8% | Added |
| Intrepid Capital Management Inc | 19,203 | $916.0K | 0.51% | 00.0% | Unchanged |