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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 9,549 | $455.5K | 0.00% | +279+3.0% | Added |
| Nisa Investment Advisors, LLC | 9,503 | $453.3K | 0.00% | −493−4.9% | Reduced |
| Victory Capital Management Inc | 9,361 | $446.5K | 0.00% | −1,895−16.8% | Reduced |
| State Board of Administration of Florida Retirement System | 9,295 | $443.4K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 9,060 | $432.2K | 0.00% | +9,060 | New |
| CWM Advisors, LLC | 8,654 | $412.8K | 0.04% | +1,372+18.8% | Added |
| Wrapmanager Inc | 8,269 | $394.4K | 0.10% | −650−7.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,042 | $383.6K | 0.03% | +8,042 | New |
| Baldwin Brothers Inc | 7,926 | $378.1K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,758 | $370.0K | 0.00% | +900+13.1% | Added |
| Aviance Capital Partners, LLC | 7,087 | $338.1K | 0.04% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 6,498 | $310.0K | 0.04% | +586+9.9% | Added |
| ProShare Advisors LLC | 6,283 | $299.7K | 0.00% | +1,838+41.3% | Added |
| Empower Advisory Group, LLC | 6,150 | $293.4K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,045 | $288.3K | 0.00% | +1,528+33.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,340 | $254.7K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 5,300 | $252.8K | 0.04% | +5,300 | New |
| Public Employees Retirement Association of Colorado | 5,187 | $247.0K | 0.00% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 5,043 | $240.6K | 0.02% | 00.0% | Unchanged |
| Intech Investment Management LLC | 4,701 | $224.2K | 0.00% | +4,701 | New |
| State of Wyoming | 4,340 | $207.0K | 0.03% | +1,131+35.2% | Added |
| Stephens Inc | 4,298 | $205.0K | 0.00% | +4,298 | New |
| Pictet Asset Management Holding SA | 4,268 | $203.6K | 0.00% | 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 |
| Ameritas Investment Partners, Inc. | 3,258 | $155.4K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,319 | $110.7K | 0.00% | +66+2.9% | Added |
| Amundi | 2,185 | $103.9K | 0.00% | +514+30.8% | Added |
| US Bancorp | 1,592 | $75.9K | 0.00% | −14−0.9% | Reduced |
| Aquatic Capital Management LLC | 1,500 | $71.5K | 0.00% | −3,900−72.2% | Reduced |
| 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 |
| Amalgamated Bank | 1,165 | $56.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,110 | $52.9K | 0.00% | +108+10.8% | Added |
| Acadian Asset Management LLC | 931 | $44.0K | 0.00% | +931 | New |
| FMR LLC | 911 | $43.5K | 0.00% | −40−4.2% | Reduced |
| Signaturefd, LLC | 400 | $19.1K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $19.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 393 | $18.7K | 0.00% | −57,349−99.3% | Reduced |
| The PNC Financial Services Group, Inc. | 285 | $13.6K | 0.00% | +30+11.8% | Added |
| Principal Securities, Inc. | 275 | $13.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 238 | $11.0K | 0.00% | −4−1.7% | Reduced |
| Jones Financial Companies LLLP | 211 | $9.95K | 0.00% | +211 | New |
| CIBC Private Wealth Group, LLC | 170 | $8.11K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 165 | $7.87K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 150 | $7.16K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 147 | $7.01K | 0.00% | +147 | New |
| Harbor Capital Advisors, Inc. | 140 | $7.00K | 0.00% | +140 | New |
| Ronald Blue Trust, Inc. | 140 | $6.68K | 0.00% | +89+174.5% | Added |
| Caldwell Trust Co | 105 | $5.01K | 0.00% | −265−71.6% | Reduced |
| Smartleaf Asset Management LLC | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 101 | $4.82K | 0.00% | +101 | New |
| Jaffetilchin Investment Partners, LLC | 100 | $4.77K | 0.00% | +100 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $4.20K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 72 | $3.44K | 0.00% | −3−4.0% | Reduced |
| Mather Group, LLC. | 65 | $3.10K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 60 | $2.86K | 0.00% | +60 | New |
| GAMMA Investing LLC | 44 | $2.10K | 0.00% | −25−36.2% | Reduced |
| Bessemer Group Inc | 50 | $2.00K | 0.00% | +50 | New |
| Lindbrook Capital, LLC | 40 | $1.91K | 0.00% | +40 | 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 |
| Rothschild Investment LLC | 25 | $1.19K | 0.00% | +10+66.7% | Added |
| Russell Investments Group, Ltd. | 18 | $859 | 0.00% | +5+38.5% | Added |
| First Horizon Advisors, Inc. | 15 | $718 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 13 | $620 | 0.00% | +13 | New |
| Farther Finance Advisors, LLC | 11 | $524 | 0.00% | +1+10.0% | Added |
| Versant Capital Management, Inc | 10 | $477 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $477 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7 | $334 | 0.00% | 00.0% | Unchanged |
| 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 |
| National Bank of Canada | 1 | $48 | 0.00% | +1 | New |
| Claris Advisors, LLC | 1 | $48 | 0.00% | +1 | New |
| Covestor Ltd | 6 | $0 | 0.00% | −2−25.0% | Reduced |
| Hemington Wealth Management | 3 | $0 | 0.00% | +3 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Ophir Asset Management Pty Ltd | 0 | $0 | 0.00% | −109,773−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −63,669−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −51,080−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −46,575−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −30,141−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −20,904−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −17,559−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −7,260−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −7,048−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6,890−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,311−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −4,992−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,835−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,505−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −1,891−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −7−100.0% | Sold out |