Helios Technologies, Inc.

HLIO

Exchange: NYSE
Industry: Miscellaneous Fabricated Metal Products
SEC CIK: 0001024795

SEC filings (opens in a new tab)

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.

Q3 2025 vs. Q2 2025

How the institutions holding Helios Technologies, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of HLIO: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Of which not filed for Q3 2025	Q3 2025	Change
Holders	187	1	201	+15
Shares	31.7M	6.92K	32.8M	+1.17M (+3.7%)
Value	$1.06B	$231.1K	$1.71B	+$655.5M (+62.0%)

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Helios Technologies, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to HLIO in Q3 2025
Institution	Shares	Value	% of portfolio
ACK Asset Management LLC	770,000	$40.1M	5.02%
Kennedy Capital Management, Inc.	757,786	$39.5M	0.87%
Victory Capital Management Inc	280,040	$14.6M	0.01%
Bessemer Group Inc	273,828	$14.3M	0.02%
Driehaus Capital Management LLC	178,417	$9.30M	0.07%
Castleark Management LLC	66,939	$3.49M	0.10%
Congress Asset Management Co	58,750	$3.06M	0.02%
Zacks Investment Management	34,088	$1.78M	0.01%
Jackson Creek Investment Advisors LLC	25,590	$1.33M	0.39%
SG Americas Securities, LLC	12,348	$644.0K	0.00%
Franklin Resources Inc	11,839	$617.2K	0.00%
Formula Growth Ltd	11,000	$573.4K	0.20%
Semanteon Capital Management, LP	10,930	$569.8K	0.71%
Bayesian Capital Management, LP	8,200	$427.5K	0.09%
Prudential Financial Inc	7,907	$412.2K	0.00%
Graham Capital Management, L.P.	7,095	$369.9K	0.01%
Boston Partners	7,071	$368.6K	0.00%
Teacher Retirement System of Texas	6,951	$362.4K	0.00%
Bridgefront Capital, LLC	6,769	$352.9K	0.10%
Counterpoint Mutual Funds LLC	6,442	$335.8K	0.03%
Canada Pension Plan Investment Board	6,400	$333.6K	0.00%
PharVision Advisers, LLC	6,370	$332.1K	0.19%
LPL Financial LLC	5,415	$282.3K	0.00%
Pictet Asset Management Holding SA	5,057	$263.6K	0.00%
Virginia Retirement Systems Et Al	4,700	$245.0K	0.00%
Pinnacle Wealth Management Advisory Group, LLC	4,325	$225.5K	0.02%
Cetera Investment Advisers	4,240	$221.1K	0.00%
Inceptionr LLC	4,172	$217.5K	0.05%
Legacy Wealth Asset Management, LLC	3,940	$205.4K	0.05%
Ieq Capital, LLC	3,901	$203.4K	0.00%
State of Alaska, Department of Revenue	1,848	$96.0K	0.00%
KBC Group NV	1,333	$69.0K	0.00%
Group One Trading, L.P.	400	$20.9K	0.00%
Cullen/Frost Bankers, Inc.	333	$17.4K	0.00%
Advisory Services Network, LLC	275	$14.3K	0.00%
Optiver Holding B.V.	240	$12.5K	0.00%
Whittier Trust Co	144	$7.60K	0.00%
SBI Securities Co., Ltd.	102	$5.32K	0.00%
Aster Capital Management (DIFC) Ltd	81	$4.22K	0.00%
C M Bidwell & Associates Ltd	78	$4.07K	0.00%
Quadrant Capital Group LLC	46	$2.40K	0.00%
Mather Group, LLC.	25	$1.30K	0.00%
Root Financial Partners, LLC	2	$104	0.00%

Sold out (28)

Institutions that held Helios Technologies, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of HLIO in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Cubist Systematic Strategies, LLC	168,651	$5.63M
Squarepoint Ops LLC	126,157	$4.21M
Jump Financial, LLC	93,199	$3.11M
Frontier Capital Management Co LLC	84,085	$2.81M
Two Sigma Investments, LP	74,317	$2.48M
Engineers Gate Manager LP	49,906	$1.67M
Tudor Investment Corp Et Al	31,856	$1.06M
Verition Fund Management LLC	25,382	$847.0K
HRT Financial LP	22,541	$752.0K
Gsa Capital Partners LLP	19,596	$654.0K
XTX Topco Ltd	17,804	$594.1K
DRW Securities, LLC	17,484	$583.4K
Point72 Asset Management, L.P.	16,799	$560.6K
Petrus Trust Company, LTA	11,229	$374.7K
ExodusPoint Capital Management, LP	8,661	$289.0K
Qube Research & Technologies Ltd	8,370	$279.3K
Gotham Asset Management, LLC	7,553	$252.0K
Brevan Howard Capital Management LP	6,694	$223.4K
Jain Global LLC	6,300	$210.2K
Point72 (DIFC) Ltd	1,824	$60.9K
State of Wyoming	1,502	$50.1K
Lazard Asset Management LLC	1,124	$37.0K
Skopos Labs, Inc.	256	$8.54K
Jones Financial Companies LLLP	100	$3.35K
Simplex Trading, LLC	116	$3.00K
Decker Retirement Planning Inc.	41	$1.37K
MAI Capital Management	31	$1.03K
National Bank of Canada	1	$33

Not filed for Q3 2025 yet (1)

Institutions that held Helios Technologies, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLIO in Q2 2025 that haven't filed for Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
EP Wealth Advisors, LLC	6,924	$231.1K