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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,192,859 | $166.4M | 0.00% | −78,168−2.4% | Reduced |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −168,651−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −126,157−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −93,199−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −84,085−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −74,317−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −49,906−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −31,856−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −25,382−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,541−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,596−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,804−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −17,484−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −16,799−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −11,229−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,661−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,370−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −7,553−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −6,694−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,824−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,502−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,124−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |