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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −7,746−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −7,378−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −7,048−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −6,765−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −6,426−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −1,424−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |