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, Q1 2025
Institutional positions in Helios Technologies, Inc. as of Mar 31, 2025. 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
- 184
- +15 vs. Q4 2024
- Shares held
- 32.4M
- +129.7K (+0.4%) vs. Q4 2024
- Total value
- $1.04B
- −$400.4M (−27.8%) vs. Q4 2024
- New holders
- 32
- 66 more added
- Sold out
- 17
- 57 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 13 | $0 | 0.00% | +2+18.2% | Added |
| Covestor Ltd | 14 | $0 | 0.00% | +5+55.6% | Added |
| National Bank of Canada | 1 | $32 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $33 | 0.00% | −5−83.3% | Reduced |
| HFM Investment Advisors, LLC | 1 | $33 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 3 | $96 | 0.00% | +2+200.0% | Added |
| Massmutual Trust Co FSB | 3 | $96 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $97 | 0.00% | −3−50.0% | Reduced |
| IFP Advisors, Inc | 0 | $128 | 0.00% | 0 | Unchanged |
| Farther Finance Advisors, LLC | 5 | $156 | 0.00% | −6−54.5% | Reduced |
| CoreCap Advisors, LLC | 7 | $225 | 0.00% | +7 | New |
| True Wealth Design, LLC | 8 | $257 | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 10 | $321 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $321 | 0.00% | +10 | New |
| Stephens Consulting, LLC | 10 | $321 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 14 | $450 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 15 | $485 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 28 | $899 | 0.00% | +28 | New |
| Caitong International Asset Management Co., Ltd | 28 | $899 | 0.00% | +28 | New |
| Rothschild Investment LLC | 30 | $963 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 43 | $1.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 43 | $1.38K | 0.00% | +15+53.6% | Added |
| Smartleaf Asset Management LLC | 82 | $2.65K | 0.00% | −36−30.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $2.82K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 120 | $4.00K | 0.00% | −157−56.7% | Reduced |
| Harbor Capital Advisors, Inc. | 122 | $4.00K | 0.00% | −16−11.6% | Reduced |
| Jones Financial Companies LLLP | 130 | $4.20K | 0.00% | +30+30.0% | Added |
| CIBC Private Wealth Group, LLC | 170 | $4.39K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 145 | $4.65K | 0.00% | −44−23.3% | Reduced |
| Salomon & Ludwin, LLC | 150 | $4.81K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 205 | $6.58K | 0.00% | −156−43.2% | Reduced |
| Versant Capital Management, Inc | 216 | $6.93K | 0.00% | +83+62.4% | Added |
| Coldstream Capital Management Inc | 226 | $7.25K | 0.00% | +226 | New |
| The PNC Financial Services Group, Inc. | 237 | $7.60K | 0.00% | −11−4.4% | Reduced |
| Allworth Financial LP | 403 | $11.2K | 0.00% | +344+583.1% | Added |
| Avalon Trust Co | 400 | $12.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 404 | $13.0K | 0.00% | −538−57.1% | Reduced |
| Signaturefd, LLC | 419 | $13.4K | 0.00% | −268−39.0% | Reduced |
| Public Employees Retirement System of Ohio | 594 | $19.1K | 0.00% | +64+12.1% | Added |
| KBC Group NV | 805 | $26.0K | 0.00% | +805 | New |
| Quarry LP | 1,023 | $32.8K | 0.01% | +821+406.4% | Added |
| Fifth Third Bancorp | 1,045 | $33.5K | 0.00% | −4−0.4% | Reduced |
| Lazard Asset Management LLC | 1,124 | $36.0K | 0.00% | +1,124 | New |
| Amalgamated Bank | 1,169 | $38.0K | 0.00% | +4+0.3% | Added |
| Amundi | 1,424 | $39.5K | 0.00% | +16+1.1% | Added |
| Russell Investments Group, Ltd. | 1,311 | $42.1K | 0.00% | +1,293+7,183.3% | Added |
| Advisor Group Holdings, Inc. | 1,507 | $48.5K | 0.00% | +12+0.8% | Added |
| BNP Paribas Arbitrage, SA | 1,987 | $63.8K | 0.00% | −2,035−50.6% | Reduced |
| Citadel Advisors LLC | 2,594 | $83.2K | 0.00% | −6,444−71.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,043 | $97.7K | 0.00% | +1,919+170.7% | Added |
| Ameritas Investment Partners, Inc. | 3,258 | $104.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,748 | $120.3K | 0.02% | +148+4.1% | Added |
| Clearstead Advisors, LLC | 3,750 | $120.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $120.3K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,187 | $166.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 6,426 | $206.2K | 0.24% | +6,426 | New |
| Central Pacific Bank - Trust Division | 6,498 | $208.5K | 0.03% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 6,765 | $217.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,048 | $226.2K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 7,077 | $227.1K | 0.00% | +7,077 | New |
| Aviance Capital Partners, LLC | 7,087 | $227.4K | 0.03% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,136 | $229.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,198 | $231.0K | 0.00% | −2,166−23.1% | Reduced |
| CIBC World Markets Corp | 7,378 | $236.8K | 0.00% | +7,378 | New |
| KLP Kapitalforvaltning AS | 7,400 | $237.5K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 7,580 | $243.2K | 0.00% | +7,580 | New |
| Baldwin Brothers Inc | 7,746 | $248.6K | 0.02% | −180−2.3% | Reduced |
| Jain Global LLC | 8,382 | $269.0K | 0.01% | +8,382 | New |
| Sherbrooke Park Advisers LLC | 9,062 | $290.8K | 0.14% | +1,312+16.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,169 | $294.2K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,260 | $297.2K | 0.00% | −441,169−97.9% | Reduced |
| State Board of Administration of Florida Retirement System | 9,295 | $298.3K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,358 | $300.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9,435 | $302.8K | 0.00% | −87−0.9% | Reduced |
| Arizona State Retirement System | 9,536 | $306.0K | 0.00% | −106−1.1% | Reduced |
| Clean Yield Group | 9,657 | $309.9K | 0.10% | −1,312−12.0% | Reduced |
| SG Americas Securities, LLC | 9,859 | $316.0K | 0.00% | −3,620−26.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,992 | $320.6K | 0.00% | +9,992 | New |
| Moneta Group Investment Advisors LLC | 10,025 | $321.7K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 10,267 | $329.5K | 0.02% | +799+8.4% | Added |
| Glenmede Trust Co NA | 10,290 | $330.2K | 0.00% | +149+1.5% | Added |
| CWM Advisors, LLC | 10,688 | $343.0K | 0.04% | +1,733+19.4% | Added |
| XTX Topco Ltd | 10,693 | $343.1K | 0.02% | +10,693 | New |
| Aquatic Capital Management LLC | 11,089 | $355.8K | 0.01% | +7,357+197.1% | Added |
| Aster Capital Management (DIFC) Ltd | 9,227 | $364.0K | 0.07% | +9,227 | New |
| US Bancorp | 11,495 | $368.9K | 0.00% | +4,790+71.4% | Added |
| Commonwealth Equity Services, LLC | 11,598 | $372.0K | 0.00% | +21+0.2% | Added |
| EntryPoint Capital, LLC | 11,601 | $372.3K | 0.17% | +3,995+52.5% | Added |
| Engineers Gate Manager LP | 11,852 | $380.3K | 0.01% | +11,852 | New |
| Verition Fund Management LLC | 12,908 | $414.2K | 0.00% | +12,908 | New |
| Great West Life Assurance Co | 14,169 | $456.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 14,572 | $467.6K | 0.01% | +14,572 | New |
| Petrus Trust Company, LTA | 14,717 | $472.3K | 0.04% | +14,717 | New |
| Corebridge Financial, Inc. | 16,290 | $522.7K | 0.00% | −241−1.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,576 | $532.0K | 0.08% | −3,704−18.3% | Reduced |
| Quantbot Technologies LP | 16,717 | $536.4K | 0.02% | +16,717 | New |
| Manufacturers Life Insurance Company, The | 16,860 | $541.0K | 0.00% | +773+4.8% | Added |
| Gsa Capital Partners LLP | 16,991 | $545.0K | 0.05% | +16,991 | New |
| Wells Fargo & Company | 17,433 | $559.4K | 0.00% | +378+2.2% | Added |
| Pinnacle Associates Ltd | 17,742 | $569.3K | 0.01% | +6,325+55.4% | Added |