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, Q4 2024
Institutional positions in Helios Technologies, Inc. as of Dec 31, 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
- 173
- −2 vs. Q3 2024
- Shares held
- 32.7M
- +1.22M (+3.9%) vs. Q3 2024
- Total value
- $1.46B
- −$42.4M (−2.8%) vs. Q3 2024
- New holders
- 21
- 72 more added
- Sold out
- 23
- 49 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 11 | $0 | 0.00% | +8+266.7% | Added |
| Covestor Ltd | 9 | $0 | 0.00% | +3+50.0% | Added |
| National Bank of Canada | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $45 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $45 | 0.00% | +1 | New |
| IFP Advisors, Inc | 0 | $179 | 0.00% | 0 | New |
| SJS Investment Consulting Inc. | 6 | $268 | 0.00% | +4+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $268 | 0.00% | +4+200.0% | Added |
| Quadrant Capital Group LLC | 7 | $313 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $447 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $491 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12 | $536 | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 14 | $625 | 0.00% | +12+600.0% | Added |
| First Horizon Advisors, Inc. | 15 | $673 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 18 | $804 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 28 | $1.25K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $1.34K | 0.00% | +5+20.0% | Added |
| MAI Capital Management | 35 | $1.56K | 0.00% | +35 | New |
| Lindbrook Capital, LLC | 40 | $1.79K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 43 | $1.92K | 0.00% | −22−33.8% | Reduced |
| Bessemer Group Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 46 | $2.05K | 0.00% | +46 | New |
| Allworth Financial LP | 59 | $2.65K | 0.00% | −13−18.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.90K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $4.46K | 0.00% | −111−52.6% | Reduced |
| Venturi Wealth Management, LLC | 101 | $4.51K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 105 | $4.69K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 118 | $5.24K | 0.00% | +12+11.3% | Added |
| Versant Capital Management, Inc | 133 | $5.94K | 0.00% | +123+1,230.0% | Added |
| Harbor Capital Advisors, Inc. | 138 | $6.00K | 0.00% | −2−1.4% | Reduced |
| Salomon & Ludwin, LLC | 150 | $6.70K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 161 | $7.19K | 0.00% | −4−2.4% | Reduced |
| CIBC Private Wealth Group, LLC | 170 | $7.84K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 189 | $8.44K | 0.00% | +145+329.5% | Added |
| Quarry LP | 202 | $9.02K | 0.00% | +202 | New |
| The PNC Financial Services Group, Inc. | 248 | $11.1K | 0.00% | −37−13.0% | Reduced |
| CWM, LLC | 277 | $12.0K | 0.00% | +39+16.4% | Added |
| Sterling Capital Management LLC | 361 | $16.1K | 0.00% | +301+501.7% | Added |
| Spartan Fund Management Inc. | 9,000 | $17.6K | 0.06% | +9,000 | New |
| Avalon Trust Co | 400 | $17.9K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 485 | $21.6K | 0.00% | +485 | New |
| Public Employees Retirement System of Ohio | 530 | $23.7K | 0.00% | +137+34.9% | Added |
| Signaturefd, LLC | 687 | $30.7K | 0.00% | +287+71.8% | Added |
| FMR LLC | 942 | $42.1K | 0.00% | +31+3.4% | Added |
| Fifth Third Bancorp | 1,049 | $46.8K | 0.00% | −61−5.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,124 | $50.2K | 0.00% | −11,263−90.9% | Reduced |
| Amalgamated Bank | 1,165 | $52.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,408 | $64.9K | 0.00% | −777−35.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,495 | $66.9K | 0.00% | −824−35.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,258 | $145.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,600 | $160.7K | 0.02% | −740−17.1% | Reduced |
| Aquatic Capital Management LLC | 3,732 | $166.6K | 0.00% | +2,232+148.8% | Added |
| Clearstead Advisors, LLC | 3,750 | $167.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $167.4K | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,022 | $179.5K | 0.00% | −9,089−69.3% | Reduced |
| Dark Forest Capital Management LP | 4,802 | $214.4K | 0.03% | +4,802 | New |
| Public Employees Retirement Association of Colorado | 5,187 | $232.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,193 | $276.5K | 0.00% | +148+2.4% | Added |
| Central Pacific Bank - Trust Division | 6,498 | $290.1K | 0.04% | 00.0% | Unchanged |
| Wrapmanager Inc | 6,502 | $290.2K | 0.07% | −1,767−21.4% | Reduced |
| US Bancorp | 6,705 | $299.3K | 0.00% | +5,113+321.2% | Added |
| Empower Advisory Group, LLC | 6,765 | $302.0K | 0.00% | +615+10.0% | Added |
| Ameritas Advisory Services, LLC | 7,048 | $314.6K | 0.01% | +7,048 | New |
| Aviance Capital Partners, LLC | 7,087 | $316.4K | 0.04% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 7,113 | $317.5K | 0.00% | −17,173−70.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,136 | $318.6K | 0.00% | +7,136 | New |
| KLP Kapitalforvaltning AS | 7,400 | $330.3K | 0.00% | +7,400 | New |
| EntryPoint Capital, LLC | 7,606 | $339.5K | 0.14% | −2,874−27.4% | Reduced |
| Sherbrooke Park Advisers LLC | 7,750 | $346.0K | 0.11% | −4,937−38.9% | Reduced |
| Baldwin Brothers Inc | 7,926 | $353.8K | 0.02% | 00.0% | Unchanged |
| Numerai GP LLC | 7,937 | $354.3K | 0.10% | −26,791−77.1% | Reduced |
| CWM Advisors, LLC | 8,955 | $399.8K | 0.04% | +301+3.5% | Added |
| Citadel Advisors LLC | 9,038 | $403.5K | 0.00% | −26,724−74.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,169 | $409.3K | 0.00% | +3,829+71.7% | Added |
| State Board of Administration of Florida Retirement System | 9,295 | $414.9K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,358 | $418.0K | 0.00% | +1,600+20.6% | Added |
| ProShare Advisors LLC | 9,364 | $418.0K | 0.00% | +3,081+49.0% | Added |
| Procyon Private Wealth Partners, LLC | 9,468 | $422.7K | 0.03% | −1,292−12.0% | Reduced |
| Nisa Investment Advisors, LLC | 9,522 | $425.1K | 0.00% | +19+0.2% | Added |
| Arizona State Retirement System | 9,642 | $430.4K | 0.00% | +93+1.0% | Added |
| Moneta Group Investment Advisors LLC | 10,025 | $447.5K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 10,029 | $447.7K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10,141 | $452.7K | 0.00% | −1,059−9.5% | Reduced |
| Clean Yield Group | 10,969 | $489.7K | 0.16% | −150−1.3% | Reduced |
| Pinnacle Associates Ltd | 11,417 | $509.7K | 0.01% | −8,025−41.3% | Reduced |
| Commonwealth Equity Services, LLC | 11,577 | $517.0K | 0.00% | +11,577 | New |
| Brown Advisory Inc | 12,273 | $547.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,479 | $602.0K | 0.00% | +1,863+16.0% | Added |
| Great West Life Assurance Co | 14,169 | $632.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 14,323 | $637.8K | 0.00% | +14,323 | New |
| Intech Investment Management LLC | 14,790 | $660.2K | 0.01% | +10,089+214.6% | Added |
| Manufacturers Life Insurance Company, The | 16,087 | $718.1K | 0.00% | −965−5.7% | Reduced |
| Corebridge Financial, Inc. | 16,531 | $737.9K | 0.00% | −1,248−7.0% | Reduced |
| Wells Fargo & Company | 17,055 | $761.3K | 0.00% | +5,147+43.2% | Added |
| Natixis Investment Managers International | 17,070 | $762.0K | 0.06% | +17,070 | New |
| Trexquant Investment LP | 17,455 | $779.2K | 0.01% | +17,455 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 18,909 | $844.1K | 0.00% | +649+3.6% | Added |
| Jane Street Group, LLC | 18,982 | $847.4K | 0.00% | −4,623−19.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,280 | $905.0K | 0.15% | +20,280 | New |
| MetLife Investment Management | 20,338 | $907.9K | 0.00% | +1,116+5.8% | Added |