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.

Q4 2025 vs. Q3 2025

How the institutions holding Helios Technologies, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of HLIO: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	201	1	215	+15
Shares	32.8M	8.49K	32.7M	−100.4K (−0.3%)
Value	$1.71B	$442.6K	$1.75B	+$40.3M (+2.4%)

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Helios Technologies, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to HLIO in Q4 2025
Institution	Shares	Value	% of portfolio
Jennison Associates LLC	796,101	$42.6M	0.03%
Silvercrest Asset Management Group LLC	285,418	$15.3M	0.10%
Standard Life Aberdeen plc	255,773	$13.7M	0.02%
SG Capital Management LLC	197,600	$10.6M	1.16%
Nomura Asset Management International Inc.	123,341	$6.60M	0.01%
Squarepoint Ops LLC	48,534	$2.60M	0.01%
Credit Agricole S A	25,000	$1.34M	0.00%
ExodusPoint Capital Management, LP	24,584	$1.31M	0.01%
D.A. Davidson & Co.	24,487	$1.31M	0.01%
Campbell & CO Investment Adviser LLC	14,530	$777.2K	0.04%
Universal- Beteiligungs- und Servicegesellschaft mbH	10,103	$540.4K	0.00%
Engineers Gate Manager LP	9,576	$512.2K	0.01%
Glenmede Trust Co NA	8,233	$440.4K	0.00%
XTX Topco Ltd	7,147	$382.3K	0.01%
Ameritas Advisory Services, LLC	7,068	$378.1K	0.01%
VARCOV Co.	6,840	$365.9K	0.14%
EP Wealth Advisors, LLC	6,792	$363.3K	0.00%
Mirabella Financial Services LLP	6,232	$333.4K	0.03%
Schonfeld Strategic Advisors LLC	5,072	$271.3K	0.00%
Third View Private Wealth, LLC	5,030	$269.1K	0.04%
Keybank National Association	4,143	$221.6K	0.00%
Los Angeles Capital Management LLC	3,963	$220.8K	0.00%
PEAK6 LLC	3,993	$213.6K	0.01%
Kemnay Advisory Services Inc.	1,952	$104.4K	0.02%
Simplex Trading, LLC	1,404	$75.1K	0.00%
Global Retirement Partners, LLC	1,239	$66.3K	0.00%
Acadian Asset Management LLC	813	$43.0K	0.00%
Triumph Capital Management	700	$37.4K	0.01%
Basecamp Wealth Advisors LLC	625	$33.4K	0.01%
Harbour Investments, Inc.	380	$20.3K	0.00%
Pinnacle Wealth Planning Services, Inc.	194	$10.4K	0.00%
Jones Financial Companies LLLP	167	$8.93K	0.00%
Dunhill Financial, LLC	1	$35	0.00%

Sold out (18)

Institutions that held Helios Technologies, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of HLIO in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Advantage Alpha Capital Partners LP	53,005	$2.76M
Jackson Creek Investment Advisors LLC	25,590	$1.33M
Aquatic Capital Management LLC	22,856	$1.19M
Semanteon Capital Management, LP	10,930	$569.8K
Bayesian Capital Management, LP	8,200	$427.5K
Aigen Investment Management, LP	7,565	$394.4K
Bridgefront Capital, LLC	6,769	$352.9K
Counterpoint Mutual Funds LLC	6,442	$335.8K
PharVision Advisers, LLC	6,370	$332.1K
Dynamic Technology Lab Private Ltd	5,410	$282.0K
Freestone Grove Partners LP	5,253	$273.8K
D. E. Shaw & Co., Inc.	4,631	$241.4K
Inceptionr LLC	4,172	$217.5K
Quantbot Technologies LP	1,788	$93.2K
Advisory Services Network, LLC	275	$14.3K
Aster Capital Management (DIFC) Ltd	81	$4.22K
Mather Group, LLC.	25	$1.30K
Caitong International Asset Management Co., Ltd	1	$52

Not filed for Q4 2025 yet (1)

Institutions that held Helios Technologies, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLIO in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Glenmede Investment Management, LP	8,491	$442.6K