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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 9,038 | $403.5K | 0.00% | −26,724−74.7% | Reduced |
| CWM Advisors, LLC | 8,955 | $399.8K | 0.04% | +301+3.5% | Added |
| Numerai GP LLC | 7,937 | $354.3K | 0.10% | −26,791−77.1% | Reduced |
| Baldwin Brothers Inc | 7,926 | $353.8K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 7,750 | $346.0K | 0.11% | −4,937−38.9% | Reduced |
| EntryPoint Capital, LLC | 7,606 | $339.5K | 0.14% | −2,874−27.4% | Reduced |
| KLP Kapitalforvaltning AS | 7,400 | $330.3K | 0.00% | +7,400 | New |
| Police & Firemen's Retirement System of New Jersey | 7,136 | $318.6K | 0.00% | +7,136 | New |
| D. E. Shaw & Co., Inc. | 7,113 | $317.5K | 0.00% | −17,173−70.7% | Reduced |
| Aviance Capital Partners, LLC | 7,087 | $316.4K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,048 | $314.6K | 0.01% | +7,048 | New |
| Empower Advisory Group, LLC | 6,765 | $302.0K | 0.00% | +615+10.0% | Added |
| US Bancorp | 6,705 | $299.3K | 0.00% | +5,113+321.2% | Added |
| Wrapmanager Inc | 6,502 | $290.2K | 0.07% | −1,767−21.4% | Reduced |
| Central Pacific Bank - Trust Division | 6,498 | $290.1K | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,193 | $276.5K | 0.00% | +148+2.4% | Added |
| Public Employees Retirement Association of Colorado | 5,187 | $232.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,802 | $214.4K | 0.03% | +4,802 | New |
| BNP Paribas Arbitrage, SA | 4,022 | $179.5K | 0.00% | −9,089−69.3% | Reduced |
| Clearstead Advisors, LLC | 3,750 | $167.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $167.4K | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,732 | $166.6K | 0.00% | +2,232+148.8% | Added |
| State of Wyoming | 3,600 | $160.7K | 0.02% | −740−17.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,258 | $145.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,495 | $66.9K | 0.00% | −824−35.5% | Reduced |
| Amundi | 1,408 | $64.9K | 0.00% | −777−35.6% | Reduced |
| Amalgamated Bank | 1,165 | $52.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,124 | $50.2K | 0.00% | −11,263−90.9% | Reduced |
| Fifth Third Bancorp | 1,049 | $46.8K | 0.00% | −61−5.5% | Reduced |
| FMR LLC | 942 | $42.1K | 0.00% | +31+3.4% | Added |
| Signaturefd, LLC | 687 | $30.7K | 0.00% | +287+71.8% | Added |
| Public Employees Retirement System of Ohio | 530 | $23.7K | 0.00% | +137+34.9% | Added |
| Creative Planning | 485 | $21.6K | 0.00% | +485 | New |
| Avalon Trust Co | 400 | $17.9K | 0.00% | 00.0% | Unchanged |
| Spartan Fund Management Inc. | 9,000 | $17.6K | 0.06% | +9,000 | New |
| Sterling Capital Management LLC | 361 | $16.1K | 0.00% | +301+501.7% | Added |
| CWM, LLC | 277 | $12.0K | 0.00% | +39+16.4% | Added |
| The PNC Financial Services Group, Inc. | 248 | $11.1K | 0.00% | −37−13.0% | Reduced |
| Quarry LP | 202 | $9.02K | 0.00% | +202 | New |
| GAMMA Investing LLC | 189 | $8.44K | 0.00% | +145+329.5% | Added |
| CIBC Private Wealth Group, LLC | 170 | $7.84K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 161 | $7.19K | 0.00% | −4−2.4% | Reduced |
| Salomon & Ludwin, LLC | 150 | $6.70K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 138 | $6.00K | 0.00% | −2−1.4% | Reduced |
| Versant Capital Management, Inc | 133 | $5.94K | 0.00% | +123+1,230.0% | Added |
| Smartleaf Asset Management LLC | 118 | $5.24K | 0.00% | +12+11.3% | Added |
| Caldwell Trust Co | 105 | $4.69K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 101 | $4.51K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $4.46K | 0.00% | −111−52.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $3.90K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 59 | $2.65K | 0.00% | −13−18.1% | Reduced |
| Parallel Advisors, LLC | 46 | $2.05K | 0.00% | +46 | New |
| Bessemer Group Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 43 | $1.92K | 0.00% | −22−33.8% | Reduced |
| Lindbrook Capital, LLC | 40 | $1.79K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 35 | $1.56K | 0.00% | +35 | New |
| Rothschild Investment LLC | 30 | $1.34K | 0.00% | +5+20.0% | Added |
| Private Wealth Management Group, LLC | 28 | $1.25K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 18 | $804 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 15 | $673 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $625 | 0.00% | +12+600.0% | Added |
| EverSource Wealth Advisors, LLC | 12 | $536 | 0.00% | +12 | New |
| Farther Finance Advisors, LLC | 11 | $491 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $447 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7 | $313 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $268 | 0.00% | +4+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $268 | 0.00% | +4+200.0% | Added |
| IFP Advisors, Inc | 0 | $179 | 0.00% | 0 | New |
| 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 |
| Hemington Wealth Management | 11 | $0 | 0.00% | +8+266.7% | Added |
| Covestor Ltd | 9 | $0 | 0.00% | +3+50.0% | Added |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −19,995−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −19,635−100.0% | Sold out |
| Intrepid Capital Management Inc | 0 | $0 | 0.00% | −19,203−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −16,561−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −13,054−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,348−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −9,361−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −9,060−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,042−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −5,043−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −4,298−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −4,268−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |