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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 11,839 | $617.2K | 0.00% | +11,839 | New |
| Formula Growth Ltd | 11,000 | $573.4K | 0.20% | +11,000 | New |
| Semanteon Capital Management, LP | 10,930 | $569.8K | 0.71% | +10,930 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,540 | $549.5K | 0.00% | −376−3.4% | Reduced |
| Moneta Group Investment Advisors LLC | 10,025 | $522.6K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,863 | $514.2K | 0.00% | +146+1.5% | Added |
| Quantinno Capital Management LP | 9,708 | $506.1K | 0.00% | +1,363+16.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,528 | $496.7K | 0.00% | +2,392+33.5% | Added |
| Nisa Investment Advisors, LLC | 9,440 | $492.1K | 0.00% | +50+0.5% | Added |
| State Board of Administration of Florida Retirement System | 9,295 | $484.5K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,736 | $455.4K | 0.04% | −2,946−25.2% | Reduced |
| Millennium Management LLC | 8,687 | $452.9K | 0.00% | −26,394−75.2% | Reduced |
| Glenmede Investment Management, LP | 8,491 | $442.6K | 0.00% | −1,437−14.5% | Reduced |
| Central Pacific Bank - Trust Division | 8,320 | $433.7K | 0.05% | −183−2.2% | Reduced |
| Bayesian Capital Management, LP | 8,200 | $427.5K | 0.09% | +8,200 | New |
| Avalon Trust Co | 8,146 | $424.7K | 0.03% | +7,746+1,936.5% | Added |
| Prudential Financial Inc | 7,907 | $412.2K | 0.00% | +7,907 | New |
| Aigen Investment Management, LP | 7,565 | $394.4K | 0.06% | −16,386−68.4% | Reduced |
| KLP Kapitalforvaltning AS | 7,400 | $385.8K | 0.00% | +1,100+17.5% | Added |
| Graham Capital Management, L.P. | 7,095 | $369.9K | 0.01% | +7,095 | New |
| Aviance Capital Partners, LLC | 7,087 | $369.4K | 0.04% | 00.0% | Unchanged |
| Boston Partners | 7,071 | $368.6K | 0.00% | +7,071 | New |
| Teacher Retirement System of Texas | 6,951 | $362.4K | 0.00% | +6,951 | New |
| Bridgefront Capital, LLC | 6,769 | $352.9K | 0.10% | +6,769 | New |
| BNP Paribas Arbitrage, SA | 6,668 | $347.6K | 0.00% | −24,164−78.4% | Reduced |
| Clean Yield Group | 6,457 | $336.6K | 0.10% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 6,442 | $335.8K | 0.03% | +6,442 | New |
| Canada Pension Plan Investment Board | 6,400 | $333.6K | 0.00% | +6,400 | New |
| Y-Intercept (Hong Kong) Ltd | 6,374 | $332.3K | 0.01% | −19,047−74.9% | Reduced |
| PharVision Advisers, LLC | 6,370 | $332.1K | 0.19% | +6,370 | New |
| Voya Investment Management LLC | 6,067 | $316.3K | 0.00% | −3,287−35.1% | Reduced |
| ProShare Advisors LLC | 5,674 | $295.8K | 0.00% | −1,130−16.6% | Reduced |
| LPL Financial LLC | 5,415 | $282.3K | 0.00% | +5,415 | New |
| Dynamic Technology Lab Private Ltd | 5,410 | $282.0K | 0.05% | −16,890−75.7% | Reduced |
| Freestone Grove Partners LP | 5,253 | $273.8K | 0.00% | −22,657−81.2% | Reduced |
| Public Employees Retirement Association of Colorado | 5,187 | $270.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,141 | $268.0K | 0.00% | −10,294−66.7% | Reduced |
| Pictet Asset Management Holding SA | 5,057 | $263.6K | 0.00% | +5,057 | New |
| Virginia Retirement Systems Et Al | 4,700 | $245.0K | 0.00% | +4,700 | New |
| D. E. Shaw & Co., Inc. | 4,631 | $241.4K | 0.00% | −95,985−95.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,325 | $225.5K | 0.02% | +4,325 | New |
| Balyasny Asset Management LLC | 4,278 | $223.0K | 0.00% | −39,998−90.3% | Reduced |
| Cetera Investment Advisers | 4,240 | $221.1K | 0.00% | +4,240 | New |
| Inceptionr LLC | 4,172 | $217.5K | 0.05% | +4,172 | New |
| Legacy Wealth Asset Management, LLC | 3,940 | $205.4K | 0.05% | +3,940 | New |
| Ieq Capital, LLC | 3,901 | $203.4K | 0.00% | +3,901 | New |
| Clearstead Advisors, LLC | 3,756 | $195.8K | 0.00% | +6+0.2% | Added |
| Truvestments Capital LLC | 3,750 | $195.5K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,772 | $144.5K | 0.00% | −486−14.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,579 | $140.0K | 0.00% | +1,059+69.7% | Added |
| Quest Partners LLC | 2,511 | $130.9K | 0.01% | −2,732−52.1% | Reduced |
| Sterling Capital Management LLC | 2,298 | $119.8K | 0.00% | +1,402+156.5% | Added |
| CWM, LLC | 1,886 | $98.0K | 0.00% | +234+14.2% | Added |
| State of Alaska, Department of Revenue | 1,848 | $96.0K | 0.00% | +1,848 | New |
| Quantbot Technologies LP | 1,788 | $93.2K | 0.00% | −29,880−94.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,440 | $75.1K | 0.00% | −2,799−66.0% | Reduced |
| KBC Group NV | 1,333 | $69.0K | 0.00% | +1,333 | New |
| Amalgamated Bank | 1,169 | $61.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,164 | $60.7K | 0.01% | +1,053+948.6% | Added |
| Versant Capital Management, Inc | 1,077 | $56.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 829 | $43.2K | 0.00% | −146−15.0% | Reduced |
| SRS Capital Advisors, Inc. | 728 | $38.0K | 0.00% | +668+1,113.3% | Added |
| Public Employees Retirement System of Ohio | 657 | $34.2K | 0.00% | −18−2.7% | Reduced |
| Allworth Financial LP | 651 | $33.9K | 0.00% | +134+25.9% | Added |
| Signaturefd, LLC | 486 | $25.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 400 | $20.9K | 0.00% | +400 | New |
| Cullen/Frost Bankers, Inc. | 333 | $17.4K | 0.00% | +333 | New |
| Creative Financial Designs Inc | 321 | $16.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 280 | $14.6K | 0.00% | −7−2.4% | Reduced |
| EverSource Wealth Advisors, LLC | 276 | $14.4K | 0.00% | +5+1.8% | Added |
| Advisory Services Network, LLC | 275 | $14.3K | 0.00% | +275 | New |
| Barrett & Company, Inc. | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 240 | $12.5K | 0.00% | +240 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 195 | $10.0K | 0.00% | +44+29.1% | Added |
| GAMMA Investing LLC | 183 | $9.54K | 0.00% | +30+19.6% | Added |
| Huntington National Bank | 171 | $8.91K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 165 | $8.60K | 0.00% | −5−2.9% | Reduced |
| Harbor Capital Advisors, Inc. | 146 | $8.00K | 0.00% | +2+1.4% | Added |
| Salomon & Ludwin, LLC | 150 | $7.92K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 144 | $7.60K | 0.00% | +144 | New |
| SBI Securities Co., Ltd. | 102 | $5.32K | 0.00% | +102 | New |
| Rothschild Investment LLC | 90 | $4.69K | 0.00% | −20−18.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $4.59K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 81 | $4.22K | 0.00% | +81 | New |
| C M Bidwell & Associates Ltd | 78 | $4.07K | 0.00% | +78 | New |
| Parallel Advisors, LLC | 59 | $3.08K | 0.00% | +3+5.4% | Added |
| Massmutual Trust Co FSB | 54 | $2.81K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 46 | $2.40K | 0.00% | +46 | 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 |
| Mather Group, LLC. | 25 | $1.30K | 0.00% | +25 | New |
| UMA Financial Services, Inc. | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $1.15K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $991 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $886 | 0.00% | +17 | Added |
| True Wealth Design, LLC | 14 | $730 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $522 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2 | $104 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 1 | $52 | 0.00% | −28−96.6% | Reduced |