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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 18,368 | $612.9K | 0.01% | −23,337−56.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 18,184 | $606.8K | 0.00% | −1,587−8.0% | Reduced |
| XTX Topco Ltd | 17,804 | $594.1K | 0.02% | +7,111+66.5% | Added |
| DRW Securities, LLC | 17,484 | $583.4K | 0.04% | +17,484 | New |
| Point72 Asset Management, L.P. | 16,799 | $560.6K | 0.00% | +16,799 | New |
| Manufacturers Life Insurance Company, The | 16,760 | $559.3K | 0.00% | −100−0.6% | Reduced |
| Citigroup Inc | 15,435 | $515.1K | 0.00% | −12,813−45.4% | Reduced |
| Great West Life Assurance Co | 14,169 | $474.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 13,479 | $449.8K | 0.00% | +1,984+17.3% | Added |
| Intech Investment Management LLC | 13,414 | $447.6K | 0.00% | −9,296−40.9% | Reduced |
| Captrust Financial Advisors | 13,395 | $447.0K | 0.00% | +13,395 | New |
| Commonwealth Equity Services, LLC | 11,973 | $400.0K | 0.00% | +375+3.2% | Added |
| CWM Advisors, LLC | 11,682 | $389.8K | 0.04% | +994+9.3% | Added |
| Petrus Trust Company, LTA | 11,229 | $374.7K | 0.04% | −3,488−23.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,993 | $366.8K | 0.00% | +10,993 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,916 | $364.3K | 0.00% | +1,747+19.1% | Added |
| Moneta Group Investment Advisors LLC | 10,025 | $334.5K | 0.00% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 9,928 | $331.3K | 0.00% | +9,928 | New |
| Arizona State Retirement System | 9,717 | $324.3K | 0.00% | +181+1.9% | Added |
| Nisa Investment Advisors, LLC | 9,390 | $313.3K | 0.00% | −45−0.5% | Reduced |
| Voya Investment Management LLC | 9,354 | $312.1K | 0.00% | +94+1.0% | Added |
| State Board of Administration of Florida Retirement System | 9,295 | $310.2K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 8,661 | $289.0K | 0.00% | +8,661 | New |
| Central Pacific Bank - Trust Division | 8,503 | $283.7K | 0.04% | +2,005+30.9% | Added |
| Qube Research & Technologies Ltd | 8,370 | $279.3K | 0.00% | +8,370 | New |
| Quantinno Capital Management LP | 8,345 | $278.5K | 0.00% | +8,345 | New |
| Gotham Asset Management, LLC | 7,553 | $252.0K | 0.00% | −27−0.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,136 | $238.1K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,087 | $236.5K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,924 | $231.1K | 0.00% | −153−2.2% | Reduced |
| ProShare Advisors LLC | 6,804 | $227.0K | 0.00% | −394−5.5% | Reduced |
| Brevan Howard Capital Management LP | 6,694 | $223.4K | 0.00% | +6,694 | New |
| Clean Yield Group | 6,457 | $215.5K | 0.06% | −3,200−33.1% | Reduced |
| 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 |
| Quest Partners LLC | 5,243 | $175.0K | 0.02% | +5,243 | New |
| Public Employees Retirement Association of Colorado | 5,187 | $173.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,239 | $141.5K | 0.00% | +1,196+39.3% | Added |
| Clearstead Advisors, LLC | 3,750 | $125.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $125.1K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,258 | $108.7K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,824 | $60.9K | 0.00% | +1,824 | New |
| CWM, LLC | 1,652 | $55.0K | 0.00% | +1,532+1,276.7% | Added |
| Advisor Group Holdings, Inc. | 1,520 | $50.8K | 0.00% | +13+0.9% | Added |
| State of Wyoming | 1,502 | $50.1K | 0.01% | −2,246−59.9% | Reduced |
| Amalgamated Bank | 1,169 | $39.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,124 | $37.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,077 | $35.9K | 0.01% | +861+398.6% | Added |
| Fifth Third Bancorp | 975 | $32.5K | 0.00% | −70−6.7% | Reduced |
| Sterling Capital Management LLC | 896 | $29.9K | 0.00% | +691+337.1% | Added |
| Public Employees Retirement System of Ohio | 675 | $22.5K | 0.00% | +81+13.6% | Added |
| Allworth Financial LP | 517 | $17.3K | 0.00% | +114+28.3% | Added |
| Signaturefd, LLC | 486 | $16.2K | 0.00% | +67+16.0% | Added |
| Avalon Trust Co | 400 | $13.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 321 | $10.7K | 0.00% | +321 | New |
| The PNC Financial Services Group, Inc. | 287 | $9.58K | 0.00% | +50+21.1% | Added |
| EverSource Wealth Advisors, LLC | 271 | $9.04K | 0.00% | +271 | New |
| Skopos Labs, Inc. | 256 | $8.54K | 0.00% | +256 | New |
| Barrett & Company, Inc. | 250 | $8.34K | 0.00% | +250 | New |
| IFP Advisors, Inc | 0 | $6.61K | 0.00% | 0 | Unchanged |
| Huntington National Bank | 171 | $5.71K | 0.00% | +171 | New |
| CIBC Private Wealth Group, LLC | 170 | $5.67K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 150 | $5.41K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 153 | $5.11K | 0.00% | +8+5.5% | Added |
| 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 |
| Quarry LP | 111 | $3.70K | 0.00% | −912−89.1% | Reduced |
| Rothschild Investment LLC | 110 | $3.67K | 0.00% | +80+266.7% | Added |
| Jones Financial Companies LLLP | 100 | $3.35K | 0.00% | −30−23.1% | Reduced |
| Simplex Trading, LLC | 116 | $3.00K | 0.00% | +116 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $2.94K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $2.00K | 0.00% | +60 | New |
| Parallel Advisors, LLC | 56 | $1.87K | 0.00% | +56 | New |
| Massmutual Trust Co FSB | 54 | $1.80K | 0.00% | +51+1,700.0% | Added |
| Decker Retirement Planning Inc. | 41 | $1.37K | 0.00% | +41 | New |
| MAI Capital Management | 31 | $1.03K | 0.00% | +31 | New |
| Covestor Ltd | 17 | $1.00K | 0.00% | +3+21.4% | Added |
| Caitong International Asset Management Co., Ltd | 29 | $968 | 0.00% | +1+3.6% | Added |
| Essential Partners LLC | 26 | $868 | 0.00% | +26 | New |
| UMA Financial Services, Inc. | 24 | $801 | 0.00% | +24 | New |
| Bare Financial Services, Inc | 22 | $734 | 0.00% | +22 | New |
| Larson Financial Group LLC | 20 | $667 | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 19 | $635 | 0.00% | −24−55.8% | Reduced |
| True Wealth Design, LLC | 14 | $468 | 0.00% | +6+75.0% | Added |
| Bell Investment Advisors, Inc | 10 | $334 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $167 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Brown Capital Management LLC | 0 | $0 | 0.00% | −1,175,408−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −184,917−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −51,234−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −34,639−100.0% | Sold out |
| Sapience Investments, LLC | 0 | $0 | 0.00% | −33,378−100.0% | Sold out |
| Cardinal Capital Management | 0 | $0 | 0.00% | −25,310−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −24,919−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −16,290−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −9,227−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −10,267−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,859−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −9,358−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −9,062−100.0% | Sold out |