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, Q3 2025
Institutional positions in Helios Technologies, Inc. as of Sep 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
- 201
- +15 vs. Q2 2025
- Shares held
- 32.8M
- +1.17M (+3.7%) vs. Q2 2025
- Total value
- $1.71B
- +$655.5M (+62.0%) vs. Q2 2025
- New holders
- 43
- 57 more added
- Sold out
- 28
- 77 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −10−58.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 1 | $52 | 0.00% | −28−96.6% | Reduced |
| Root Financial Partners, LLC | 2 | $104 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 10 | $522 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $730 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $886 | 0.00% | +17 | Added |
| Private Wealth Management Group, LLC | 19 | $991 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $1.15K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 25 | $1.30K | 0.00% | +25 | New |
| Essential Partners LLC | 29 | $1.51K | 0.00% | +3+11.5% | Added |
| Farther Finance Advisors, LLC | 29 | $1.51K | 0.00% | +24+480.0% | Added |
| Quadrant Capital Group LLC | 46 | $2.40K | 0.00% | +46 | New |
| Massmutual Trust Co FSB | 54 | $2.81K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 59 | $3.08K | 0.00% | +3+5.4% | Added |
| C M Bidwell & Associates Ltd | 78 | $4.07K | 0.00% | +78 | New |
| Aster Capital Management (DIFC) Ltd | 81 | $4.22K | 0.00% | +81 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $4.59K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $4.69K | 0.00% | −20−18.2% | Reduced |
| SBI Securities Co., Ltd. | 102 | $5.32K | 0.00% | +102 | New |
| Whittier Trust Co | 144 | $7.60K | 0.00% | +144 | New |
| Salomon & Ludwin, LLC | 150 | $7.92K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 146 | $8.00K | 0.00% | +2+1.4% | Added |
| CIBC Private Wealth Group, LLC | 165 | $8.60K | 0.00% | −5−2.9% | Reduced |
| Huntington National Bank | 171 | $8.91K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 183 | $9.54K | 0.00% | +30+19.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 195 | $10.0K | 0.00% | +44+29.1% | Added |
| Optiver Holding B.V. | 240 | $12.5K | 0.00% | +240 | New |
| Barrett & Company, Inc. | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 275 | $14.3K | 0.00% | +275 | New |
| EverSource Wealth Advisors, LLC | 276 | $14.4K | 0.00% | +5+1.8% | Added |
| The PNC Financial Services Group, Inc. | 280 | $14.6K | 0.00% | −7−2.4% | Reduced |
| Creative Financial Designs Inc | 321 | $16.7K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 333 | $17.4K | 0.00% | +333 | New |
| Group One Trading, L.P. | 400 | $20.9K | 0.00% | +400 | New |
| Signaturefd, LLC | 486 | $25.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 651 | $33.9K | 0.00% | +134+25.9% | Added |
| Public Employees Retirement System of Ohio | 657 | $34.2K | 0.00% | −18−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 728 | $38.0K | 0.00% | +668+1,113.3% | Added |
| Fifth Third Bancorp | 829 | $43.2K | 0.00% | −146−15.0% | Reduced |
| Versant Capital Management, Inc | 1,077 | $56.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,164 | $60.7K | 0.01% | +1,053+948.6% | Added |
| Amalgamated Bank | 1,169 | $61.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,333 | $69.0K | 0.00% | +1,333 | New |
| Tower Research Capital LLC (TRC) | 1,440 | $75.1K | 0.00% | −2,799−66.0% | Reduced |
| Quantbot Technologies LP | 1,788 | $93.2K | 0.00% | −29,880−94.4% | Reduced |
| State of Alaska, Department of Revenue | 1,848 | $96.0K | 0.00% | +1,848 | New |
| CWM, LLC | 1,886 | $98.0K | 0.00% | +234+14.2% | Added |
| Sterling Capital Management LLC | 2,298 | $119.8K | 0.00% | +1,402+156.5% | Added |
| Quest Partners LLC | 2,511 | $130.9K | 0.01% | −2,732−52.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,579 | $140.0K | 0.00% | +1,059+69.7% | Added |
| Ameritas Investment Partners, Inc. | 2,772 | $144.5K | 0.00% | −486−14.9% | Reduced |
| Truvestments Capital LLC | 3,750 | $195.5K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,756 | $195.8K | 0.00% | +6+0.2% | Added |
| Ieq Capital, LLC | 3,901 | $203.4K | 0.00% | +3,901 | New |
| Legacy Wealth Asset Management, LLC | 3,940 | $205.4K | 0.05% | +3,940 | New |
| Inceptionr LLC | 4,172 | $217.5K | 0.05% | +4,172 | New |
| Cetera Investment Advisers | 4,240 | $221.1K | 0.00% | +4,240 | New |
| Balyasny Asset Management LLC | 4,278 | $223.0K | 0.00% | −39,998−90.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,325 | $225.5K | 0.02% | +4,325 | New |
| D. E. Shaw & Co., Inc. | 4,631 | $241.4K | 0.00% | −95,985−95.4% | Reduced |
| Virginia Retirement Systems Et Al | 4,700 | $245.0K | 0.00% | +4,700 | New |
| Pictet Asset Management Holding SA | 5,057 | $263.6K | 0.00% | +5,057 | New |
| Citigroup Inc | 5,141 | $268.0K | 0.00% | −10,294−66.7% | Reduced |
| Public Employees Retirement Association of Colorado | 5,187 | $270.0K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 5,253 | $273.8K | 0.00% | −22,657−81.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,410 | $282.0K | 0.05% | −16,890−75.7% | Reduced |
| LPL Financial LLC | 5,415 | $282.3K | 0.00% | +5,415 | New |
| ProShare Advisors LLC | 5,674 | $295.8K | 0.00% | −1,130−16.6% | Reduced |
| Voya Investment Management LLC | 6,067 | $316.3K | 0.00% | −3,287−35.1% | Reduced |
| PharVision Advisers, LLC | 6,370 | $332.1K | 0.19% | +6,370 | New |
| Y-Intercept (Hong Kong) Ltd | 6,374 | $332.3K | 0.01% | −19,047−74.9% | Reduced |
| Canada Pension Plan Investment Board | 6,400 | $333.6K | 0.00% | +6,400 | New |
| Counterpoint Mutual Funds LLC | 6,442 | $335.8K | 0.03% | +6,442 | New |
| Clean Yield Group | 6,457 | $336.6K | 0.10% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,668 | $347.6K | 0.00% | −24,164−78.4% | Reduced |
| Bridgefront Capital, LLC | 6,769 | $352.9K | 0.10% | +6,769 | New |
| Teacher Retirement System of Texas | 6,951 | $362.4K | 0.00% | +6,951 | New |
| Boston Partners | 7,071 | $368.6K | 0.00% | +7,071 | New |
| Aviance Capital Partners, LLC | 7,087 | $369.4K | 0.04% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 7,095 | $369.9K | 0.01% | +7,095 | New |
| KLP Kapitalforvaltning AS | 7,400 | $385.8K | 0.00% | +1,100+17.5% | Added |
| Aigen Investment Management, LP | 7,565 | $394.4K | 0.06% | −16,386−68.4% | Reduced |
| Prudential Financial Inc | 7,907 | $412.2K | 0.00% | +7,907 | New |
| Avalon Trust Co | 8,146 | $424.7K | 0.03% | +7,746+1,936.5% | Added |
| Bayesian Capital Management, LP | 8,200 | $427.5K | 0.09% | +8,200 | New |
| Central Pacific Bank - Trust Division | 8,320 | $433.7K | 0.05% | −183−2.2% | Reduced |
| Glenmede Investment Management, LP | 8,491 | $442.6K | 0.00% | −1,437−14.5% | Reduced |
| Millennium Management LLC | 8,687 | $452.9K | 0.00% | −26,394−75.2% | Reduced |
| CWM Advisors, LLC | 8,736 | $455.4K | 0.04% | −2,946−25.2% | Reduced |
| State Board of Administration of Florida Retirement System | 9,295 | $484.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9,440 | $492.1K | 0.00% | +50+0.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,528 | $496.7K | 0.00% | +2,392+33.5% | Added |
| Quantinno Capital Management LP | 9,708 | $506.1K | 0.00% | +1,363+16.3% | Added |
| Arizona State Retirement System | 9,863 | $514.2K | 0.00% | +146+1.5% | Added |
| Moneta Group Investment Advisors LLC | 10,025 | $522.6K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,540 | $549.5K | 0.00% | −376−3.4% | Reduced |
| Semanteon Capital Management, LP | 10,930 | $569.8K | 0.71% | +10,930 | New |
| Formula Growth Ltd | 11,000 | $573.4K | 0.20% | +11,000 | New |