Helios Technologies, Inc.

HLIO

Exchange: NYSE
Industry: Miscellaneous Fabricated Metal Products
SEC CIK: 0001024795

SEC filings (opens in a new tab)

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.

Q1 2025 vs. Q4 2024

How the institutions holding Helios Technologies, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of HLIO: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	173	4	184	+15
Shares	32.7M	445.1K	32.4M	+129.7K (+0.4%)
Value	$1.46B	$19.5M	$1.04B	−$400.4M (−27.8%)

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Helios Technologies, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to HLIO in Q1 2025
Institution	Shares	Value	% of portfolio
Nuveen, LLC	86,348	$2.77M	0.00%
Millennium Management LLC	76,233	$2.45M	0.00%
Rice Hall James & Associates, LLC	55,984	$1.80M	0.11%
Balyasny Asset Management LLC	50,883	$1.63M	0.00%
Credit Agricole S A	25,000	$802.3K	0.00%
Semanteon Capital Management, LP	24,919	$799.7K	0.43%
Ostrum Asset Management	20,235	$649.3K	0.03%
Gsa Capital Partners LLP	16,991	$545.0K	0.05%
Quantbot Technologies LP	16,717	$536.4K	0.02%
Petrus Trust Company, LTA	14,717	$472.3K	0.04%
Jump Financial, LLC	14,572	$467.6K	0.01%
Verition Fund Management LLC	12,908	$414.2K	0.00%
Engineers Gate Manager LP	11,852	$380.3K	0.01%
Aster Capital Management (DIFC) Ltd	9,227	$364.0K	0.07%
XTX Topco Ltd	10,693	$343.1K	0.02%
Arrowstreet Capital, Limited Partnership	9,992	$320.6K	0.00%
Jain Global LLC	8,382	$269.0K	0.01%
Gotham Asset Management, LLC	7,580	$243.2K	0.00%
CIBC World Markets Corp	7,378	$236.8K	0.00%
EP Wealth Advisors, LLC	7,077	$227.1K	0.00%
Keebeck Alpha, LP	6,426	$206.2K	0.24%
Lazard Asset Management LLC	1,124	$36.0K	0.00%
KBC Group NV	805	$26.0K	0.00%
Coldstream Capital Management Inc	226	$7.25K	0.00%
GWM Advisors LLC	28	$899	0.00%
Caitong International Asset Management Co., Ltd	28	$899	0.00%
Parkside Financial Bank & Trust	10	$321	0.00%
Stephens Consulting, LLC	10	$321	0.00%
True Wealth Design, LLC	8	$257	0.00%
CoreCap Advisors, LLC	7	$225	0.00%
Massmutual Trust Co FSB	3	$96	0.00%
HFM Investment Advisors, LLC	1	$33	0.00%

Sold out (17)

Institutions that held Helios Technologies, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of HLIO in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Trexquant Investment LP	17,455	$779.2K
HSBC Holdings PLC	14,323	$637.8K
Brown Advisory Inc	12,273	$547.9K
First Hawaiian Bank	10,029	$447.7K
Numerai GP LLC	7,937	$354.3K
Wrapmanager Inc	6,502	$290.2K
Creative Planning	485	$21.6K
SRS Capital Advisors, Inc.	161	$7.19K
Caldwell Trust Co	105	$4.69K
Venturi Wealth Management, LLC	101	$4.51K
Parallel Advisors, LLC	46	$2.05K
Bessemer Group Inc	50	$2.00K
Lindbrook Capital, LLC	40	$1.79K
MAI Capital Management	35	$1.56K
EverSource Wealth Advisors, LLC	12	$536
Quadrant Capital Group LLC	7	$313
Parkworth Wealth Management, Inc.	1	$45

Not filed for Q1 2025 yet (4)

Institutions that held Helios Technologies, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLIO in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Mesirow Institutional Investment Management, Inc.	332,729	$14.9M
Nuveen Asset Management, LLC	86,348	$3.85M
Natixis Investment Managers International	17,070	$762.0K
Spartan Fund Management Inc.	9,000	$17.6K