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, Q2 2025
Institutional positions in Helios Technologies, Inc. as of Jun 30, 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
- 187
- +6 vs. Q1 2025
- Shares held
- 31.7M
- −550.2K (−1.7%) vs. Q1 2025
- Total value
- $1.06B
- +$22.5M (+2.2%) vs. Q1 2025
- New holders
- 40
- 77 more added
- Sold out
- 34
- 48 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $167 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $334 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $468 | 0.00% | +6+75.0% | Added |
| Private Wealth Management Group, LLC | 19 | $635 | 0.00% | −24−55.8% | Reduced |
| Larson Financial Group LLC | 20 | $667 | 0.00% | +20 | New |
| Bare Financial Services, Inc | 22 | $734 | 0.00% | +22 | New |
| UMA Financial Services, Inc. | 24 | $801 | 0.00% | +24 | New |
| Essential Partners LLC | 26 | $868 | 0.00% | +26 | New |
| Caitong International Asset Management Co., Ltd | 29 | $968 | 0.00% | +1+3.6% | Added |
| Covestor Ltd | 17 | $1.00K | 0.00% | +3+21.4% | Added |
| MAI Capital Management | 31 | $1.03K | 0.00% | +31 | New |
| Decker Retirement Planning Inc. | 41 | $1.37K | 0.00% | +41 | New |
| Massmutual Trust Co FSB | 54 | $1.80K | 0.00% | +51+1,700.0% | Added |
| Parallel Advisors, LLC | 56 | $1.87K | 0.00% | +56 | New |
| SRS Capital Advisors, Inc. | 60 | $2.00K | 0.00% | +60 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $2.94K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 116 | $3.00K | 0.00% | +116 | New |
| Jones Financial Companies LLLP | 100 | $3.35K | 0.00% | −30−23.1% | Reduced |
| Rothschild Investment LLC | 110 | $3.67K | 0.00% | +80+266.7% | Added |
| Quarry LP | 111 | $3.70K | 0.00% | −912−89.1% | Reduced |
| Harbor Capital Advisors, Inc. | 144 | $5.00K | 0.00% | +22+18.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 151 | $5.00K | 0.00% | +151 | New |
| GAMMA Investing LLC | 153 | $5.11K | 0.00% | +8+5.5% | Added |
| Salomon & Ludwin, LLC | 150 | $5.41K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 170 | $5.67K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 171 | $5.71K | 0.00% | +171 | New |
| IFP Advisors, Inc | 0 | $6.61K | 0.00% | 0 | Unchanged |
| Barrett & Company, Inc. | 250 | $8.34K | 0.00% | +250 | New |
| Skopos Labs, Inc. | 256 | $8.54K | 0.00% | +256 | New |
| EverSource Wealth Advisors, LLC | 271 | $9.04K | 0.00% | +271 | New |
| The PNC Financial Services Group, Inc. | 287 | $9.58K | 0.00% | +50+21.1% | Added |
| Creative Financial Designs Inc | 321 | $10.7K | 0.00% | +321 | New |
| Avalon Trust Co | 400 | $13.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 486 | $16.2K | 0.00% | +67+16.0% | Added |
| Allworth Financial LP | 517 | $17.3K | 0.00% | +114+28.3% | Added |
| Public Employees Retirement System of Ohio | 675 | $22.5K | 0.00% | +81+13.6% | Added |
| Sterling Capital Management LLC | 896 | $29.9K | 0.00% | +691+337.1% | Added |
| Fifth Third Bancorp | 975 | $32.5K | 0.00% | −70−6.7% | Reduced |
| Versant Capital Management, Inc | 1,077 | $35.9K | 0.01% | +861+398.6% | Added |
| Lazard Asset Management LLC | 1,124 | $37.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,169 | $39.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,502 | $50.1K | 0.01% | −2,246−59.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,520 | $50.8K | 0.00% | +13+0.9% | Added |
| CWM, LLC | 1,652 | $55.0K | 0.00% | +1,532+1,276.7% | Added |
| Point72 (DIFC) Ltd | 1,824 | $60.9K | 0.00% | +1,824 | New |
| Ameritas Investment Partners, Inc. | 3,258 | $108.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,750 | $125.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $125.1K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,239 | $141.5K | 0.00% | +1,196+39.3% | Added |
| Public Employees Retirement Association of Colorado | 5,187 | $173.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 5,243 | $175.0K | 0.02% | +5,243 | New |
| Jain Global LLC | 6,300 | $210.2K | 0.00% | −2,082−24.8% | Reduced |
| KLP Kapitalforvaltning AS | 6,300 | $210.2K | 0.00% | −1,100−14.9% | Reduced |
| Clean Yield Group | 6,457 | $215.5K | 0.06% | −3,200−33.1% | Reduced |
| Brevan Howard Capital Management LP | 6,694 | $223.4K | 0.00% | +6,694 | New |
| ProShare Advisors LLC | 6,804 | $227.0K | 0.00% | −394−5.5% | Reduced |
| EP Wealth Advisors, LLC | 6,924 | $231.1K | 0.00% | −153−2.2% | Reduced |
| Aviance Capital Partners, LLC | 7,087 | $236.5K | 0.03% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,136 | $238.1K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 7,553 | $252.0K | 0.00% | −27−0.4% | Reduced |
| Quantinno Capital Management LP | 8,345 | $278.5K | 0.00% | +8,345 | New |
| Qube Research & Technologies Ltd | 8,370 | $279.3K | 0.00% | +8,370 | New |
| Central Pacific Bank - Trust Division | 8,503 | $283.7K | 0.04% | +2,005+30.9% | Added |
| ExodusPoint Capital Management, LP | 8,661 | $289.0K | 0.00% | +8,661 | New |
| State Board of Administration of Florida Retirement System | 9,295 | $310.2K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,354 | $312.1K | 0.00% | +94+1.0% | Added |
| Nisa Investment Advisors, LLC | 9,390 | $313.3K | 0.00% | −45−0.5% | Reduced |
| Arizona State Retirement System | 9,717 | $324.3K | 0.00% | +181+1.9% | Added |
| Glenmede Investment Management, LP | 9,928 | $331.3K | 0.00% | +9,928 | New |
| Moneta Group Investment Advisors LLC | 10,025 | $334.5K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,916 | $364.3K | 0.00% | +1,747+19.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,993 | $366.8K | 0.00% | +10,993 | New |
| Petrus Trust Company, LTA | 11,229 | $374.7K | 0.04% | −3,488−23.7% | Reduced |
| CWM Advisors, LLC | 11,682 | $389.8K | 0.04% | +994+9.3% | Added |
| Commonwealth Equity Services, LLC | 11,973 | $400.0K | 0.00% | +375+3.2% | Added |
| Captrust Financial Advisors | 13,395 | $447.0K | 0.00% | +13,395 | New |
| Intech Investment Management LLC | 13,414 | $447.6K | 0.00% | −9,296−40.9% | Reduced |
| US Bancorp | 13,479 | $449.8K | 0.00% | +1,984+17.3% | Added |
| Great West Life Assurance Co | 14,169 | $474.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 15,435 | $515.1K | 0.00% | −12,813−45.4% | Reduced |
| Manufacturers Life Insurance Company, The | 16,760 | $559.3K | 0.00% | −100−0.6% | Reduced |
| Point72 Asset Management, L.P. | 16,799 | $560.6K | 0.00% | +16,799 | New |
| DRW Securities, LLC | 17,484 | $583.4K | 0.04% | +17,484 | New |
| XTX Topco Ltd | 17,804 | $594.1K | 0.02% | +7,111+66.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,184 | $606.8K | 0.00% | −1,587−8.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,368 | $612.9K | 0.01% | −23,337−56.0% | Reduced |
| Ostrum Asset Management | 18,720 | $624.7K | 0.03% | −1,515−7.5% | Reduced |
| Gsa Capital Partners LLP | 19,596 | $654.0K | 0.05% | +2,605+15.3% | Added |
| Wells Fargo & Company | 21,437 | $715.4K | 0.00% | +4,004+23.0% | Added |
| Dynamic Technology Lab Private Ltd | 22,300 | $744.0K | 0.10% | +5,724+34.5% | Added |
| Deutsche Bank AG | 22,431 | $748.5K | 0.00% | −6,020−21.2% | Reduced |
| HRT Financial LP | 22,541 | $752.0K | 0.00% | +22,541 | New |
| FMR LLC | 23,752 | $792.6K | 0.00% | +23,348+5,779.2% | Added |
| Aigen Investment Management, LP | 23,951 | $799.2K | 0.11% | +23,951 | New |
| Verition Fund Management LLC | 25,382 | $847.0K | 0.00% | +12,474+96.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 25,421 | $848.3K | 0.02% | +25,421 | New |
| Aquatic Capital Management LLC | 26,811 | $894.7K | 0.02% | +15,722+141.8% | Added |
| Freestone Grove Partners LP | 27,910 | $931.4K | 0.01% | +27,910 | New |
| AQR Capital Management LLC | 28,628 | $955.3K | 0.00% | +28,628 | New |