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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.

Q2 2025 vs. Q1 2025

How the institutions holding Helios Technologies, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of HLIO: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders1843187+6
Shares32.4M194.6K31.7M−550.2K (−1.7%)
Value$1.04B$6.25M$1.06B+$22.5M (+2.2%)

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (40)

Institutions that held Helios Technologies, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to HLIO in Q2 2025
InstitutionSharesValue% of portfolio
Deprince Race & Zollo Inc1,010,442$33.7M0.70%
William Blair Investment Management, LLC630,387$21.0M0.06%
Cubist Systematic Strategies, LLC168,651$5.63M0.06%
Trexquant Investment LP105,853$3.53M0.04%
Gabelli Funds LLC97,859$3.27M0.02%
State of Wisconsin Investment Board67,807$2.26M0.01%
Gamco Investors, Inc. Et Al58,738$1.96M0.02%
Tudor Investment Corp Et Al31,856$1.06M0.01%
Creative Planning31,062$1.04M0.00%
AQR Capital Management LLC28,628$955.3K0.00%
Freestone Grove Partners LP27,910$931.4K0.01%
Y-Intercept (Hong Kong) Ltd25,421$848.3K0.02%
Aigen Investment Management, LP23,951$799.2K0.11%
HRT Financial LP22,541$752.0K0.00%
DRW Securities, LLC17,484$583.4K0.04%
Point72 Asset Management, L.P.16,799$560.6K0.00%
Captrust Financial Advisors13,395$447.0K0.00%
Connor, Clark & Lunn Investment Management Ltd.10,993$366.8K0.00%
Glenmede Investment Management, LP9,928$331.3K0.00%
ExodusPoint Capital Management, LP8,661$289.0K0.00%
Qube Research & Technologies Ltd8,370$279.3K0.00%
Quantinno Capital Management LP8,345$278.5K0.00%
Brevan Howard Capital Management LP6,694$223.4K0.00%
Quest Partners LLC5,243$175.0K0.02%
Point72 (DIFC) Ltd1,824$60.9K0.00%
Creative Financial Designs Inc321$10.7K0.00%
EverSource Wealth Advisors, LLC271$9.04K0.00%
Skopos Labs, Inc.256$8.54K0.00%
Barrett & Company, Inc.250$8.34K0.00%
Huntington National Bank171$5.71K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.151$5.00K0.00%
Simplex Trading, LLC116$3.00K0.00%
SRS Capital Advisors, Inc.60$2.00K0.00%
Parallel Advisors, LLC56$1.87K0.00%
Decker Retirement Planning Inc.41$1.37K0.00%
MAI Capital Management31$1.03K0.00%
Essential Partners LLC26$8680.00%
UMA Financial Services, Inc.24$8010.00%
Bare Financial Services, Inc22$7340.00%
Larson Financial Group LLC20$6670.00%

Sold out (34)

Institutions that held Helios Technologies, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Not filed for Q2 2025 yet (3)

Institutions that held Helios Technologies, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLIO in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Keeley-Teton Advisors, LLC159,336$5.11M
Credit Agricole S A25,000$802.3K
Glenmede Trust Co NA10,290$330.2K