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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 11,089 | $355.8K | 0.01% | +7,357+197.1% | Added |
| XTX Topco Ltd | 10,693 | $343.1K | 0.02% | +10,693 | New |
| CWM Advisors, LLC | 10,688 | $343.0K | 0.04% | +1,733+19.4% | Added |
| Glenmede Trust Co NA | 10,290 | $330.2K | 0.00% | +149+1.5% | Added |
| Procyon Private Wealth Partners, LLC | 10,267 | $329.5K | 0.02% | +799+8.4% | Added |
| Moneta Group Investment Advisors LLC | 10,025 | $321.7K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 9,992 | $320.6K | 0.00% | +9,992 | New |
| SG Americas Securities, LLC | 9,859 | $316.0K | 0.00% | −3,620−26.9% | Reduced |
| Clean Yield Group | 9,657 | $309.9K | 0.10% | −1,312−12.0% | Reduced |
| Arizona State Retirement System | 9,536 | $306.0K | 0.00% | −106−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 9,435 | $302.8K | 0.00% | −87−0.9% | Reduced |
| Handelsbanken Fonder AB | 9,358 | $300.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 9,295 | $298.3K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,260 | $297.2K | 0.00% | −441,169−97.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,169 | $294.2K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 9,062 | $290.8K | 0.14% | +1,312+16.9% | Added |
| Jain Global LLC | 8,382 | $269.0K | 0.01% | +8,382 | New |
| Baldwin Brothers Inc | 7,746 | $248.6K | 0.02% | −180−2.3% | Reduced |
| Gotham Asset Management, LLC | 7,580 | $243.2K | 0.00% | +7,580 | New |
| KLP Kapitalforvaltning AS | 7,400 | $237.5K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 7,378 | $236.8K | 0.00% | +7,378 | New |
| ProShare Advisors LLC | 7,198 | $231.0K | 0.00% | −2,166−23.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,136 | $229.0K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,087 | $227.4K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 7,077 | $227.1K | 0.00% | +7,077 | New |
| Ameritas Advisory Services, LLC | 7,048 | $226.2K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 6,765 | $217.1K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 6,498 | $208.5K | 0.03% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 6,426 | $206.2K | 0.24% | +6,426 | New |
| Public Employees Retirement Association of Colorado | 5,187 | $166.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,750 | $120.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $120.3K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 3,748 | $120.3K | 0.02% | +148+4.1% | Added |
| Ameritas Investment Partners, Inc. | 3,258 | $104.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,043 | $97.7K | 0.00% | +1,919+170.7% | Added |
| Citadel Advisors LLC | 2,594 | $83.2K | 0.00% | −6,444−71.3% | Reduced |
| BNP Paribas Arbitrage, SA | 1,987 | $63.8K | 0.00% | −2,035−50.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,507 | $48.5K | 0.00% | +12+0.8% | Added |
| Russell Investments Group, Ltd. | 1,311 | $42.1K | 0.00% | +1,293+7,183.3% | Added |
| Amundi | 1,424 | $39.5K | 0.00% | +16+1.1% | Added |
| Amalgamated Bank | 1,169 | $38.0K | 0.00% | +4+0.3% | Added |
| Lazard Asset Management LLC | 1,124 | $36.0K | 0.00% | +1,124 | New |
| Fifth Third Bancorp | 1,045 | $33.5K | 0.00% | −4−0.4% | Reduced |
| Quarry LP | 1,023 | $32.8K | 0.01% | +821+406.4% | Added |
| KBC Group NV | 805 | $26.0K | 0.00% | +805 | New |
| Public Employees Retirement System of Ohio | 594 | $19.1K | 0.00% | +64+12.1% | Added |
| Signaturefd, LLC | 419 | $13.4K | 0.00% | −268−39.0% | Reduced |
| FMR LLC | 404 | $13.0K | 0.00% | −538−57.1% | Reduced |
| Avalon Trust Co | 400 | $12.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 403 | $11.2K | 0.00% | +344+583.1% | Added |
| The PNC Financial Services Group, Inc. | 237 | $7.60K | 0.00% | −11−4.4% | Reduced |
| Coldstream Capital Management Inc | 226 | $7.25K | 0.00% | +226 | New |
| Versant Capital Management, Inc | 216 | $6.93K | 0.00% | +83+62.4% | Added |
| Sterling Capital Management LLC | 205 | $6.58K | 0.00% | −156−43.2% | Reduced |
| Salomon & Ludwin, LLC | 150 | $4.81K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 145 | $4.65K | 0.00% | −44−23.3% | Reduced |
| CIBC Private Wealth Group, LLC | 170 | $4.39K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 130 | $4.20K | 0.00% | +30+30.0% | Added |
| CWM, LLC | 120 | $4.00K | 0.00% | −157−56.7% | Reduced |
| Harbor Capital Advisors, Inc. | 122 | $4.00K | 0.00% | −16−11.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $2.82K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 82 | $2.65K | 0.00% | −36−30.5% | Reduced |
| 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 |
| Rothschild Investment LLC | 30 | $963 | 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 |
| First Horizon Advisors, Inc. | 15 | $485 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $450 | 0.00% | 00.0% | Unchanged |
| 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 |
| True Wealth Design, LLC | 8 | $257 | 0.00% | +8 | New |
| CoreCap Advisors, LLC | 7 | $225 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 5 | $156 | 0.00% | −6−54.5% | Reduced |
| IFP Advisors, Inc | 0 | $128 | 0.00% | 0 | Unchanged |
| SJS Investment Consulting Inc. | 3 | $97 | 0.00% | −3−50.0% | Reduced |
| Global Financial Private Client, LLC | 3 | $96 | 0.00% | +2+200.0% | Added |
| Massmutual Trust Co FSB | 3 | $96 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $33 | 0.00% | −5−83.3% | Reduced |
| HFM Investment Advisors, LLC | 1 | $33 | 0.00% | +1 | New |
| National Bank of Canada | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 13 | $0 | 0.00% | +2+18.2% | Added |
| Covestor Ltd | 14 | $0 | 0.00% | +5+55.6% | Added |
| Trexquant Investment LP | 0 | $0 | 0.00% | −17,455−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −14,323−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −12,273−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −10,029−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −7,937−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −6,502−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |