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, Q4 2025
Institutional positions in Helios Technologies, Inc. as of Dec 31, 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
- 215
- +15 vs. Q3 2025
- Shares held
- 32.7M
- −100.4K (−0.3%) vs. Q3 2025
- Total value
- $1.75B
- +$40.3M (+2.4%) vs. Q3 2025
- New holders
- 33
- 65 more added
- Sold out
- 18
- 85 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −5−71.4% | Reduced |
| Dunhill Financial, LLC | 1 | $35 | 0.00% | +1 | New |
| Root Financial Partners, LLC | 3 | $160 | 0.00% | +1+50.0% | Added |
| Bell Investment Advisors, Inc | 10 | $535 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 13 | $695 | 0.00% | −9−40.9% | Reduced |
| True Wealth Design, LLC | 14 | $749 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $909 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $1.02K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 29 | $1.55K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 42 | $2.25K | 0.00% | +18+75.0% | Added |
| Larson Financial Group LLC | 42 | $2.25K | 0.00% | +22+110.0% | Added |
| Farther Finance Advisors, LLC | 44 | $2.35K | 0.00% | +15+51.7% | Added |
| Massmutual Trust Co FSB | 54 | $2.89K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 56 | $3.00K | 0.00% | −3−5.1% | Reduced |
| C M Bidwell & Associates Ltd | 78 | $4.17K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 84 | $4.49K | 0.00% | −156−65.0% | Reduced |
| SRS Capital Advisors, Inc. | 85 | $4.55K | 0.00% | −643−88.3% | Reduced |
| Quadrant Capital Group LLC | 88 | $4.71K | 0.00% | +42+91.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $4.81K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 94 | $5.03K | 0.00% | +4+4.4% | Added |
| Quarry LP | 112 | $5.99K | 0.00% | −1,052−90.4% | Reduced |
| Harbor Capital Advisors, Inc. | 144 | $8.00K | 0.00% | −2−1.4% | Reduced |
| Salomon & Ludwin, LLC | 150 | $8.44K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 144 | $8.56K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 165 | $8.83K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 167 | $8.93K | 0.00% | +167 | New |
| Huntington National Bank | 171 | $9.15K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 194 | $10.4K | 0.00% | +194 | New |
| SBI Securities Co., Ltd. | 210 | $11.2K | 0.00% | +108+105.9% | Added |
| GAMMA Investing LLC | 220 | $11.8K | 0.00% | +37+20.2% | Added |
| Barrett & Company, Inc. | 250 | $13.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 254 | $13.6K | 0.00% | −22−8.0% | Reduced |
| Allworth Financial LP | 257 | $13.8K | 0.00% | −394−60.5% | Reduced |
| The PNC Financial Services Group, Inc. | 274 | $14.7K | 0.00% | −6−2.1% | Reduced |
| Creative Financial Designs Inc | 321 | $17.2K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 356 | $19.0K | 0.00% | +161+82.6% | Added |
| Cullen/Frost Bankers, Inc. | 357 | $19.1K | 0.00% | +24+7.2% | Added |
| Harbour Investments, Inc. | 380 | $20.3K | 0.00% | +380 | New |
| Signaturefd, LLC | 486 | $26.0K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 625 | $33.4K | 0.01% | +625 | New |
| Public Employees Retirement System of Ohio | 641 | $34.3K | 0.00% | −16−2.4% | Reduced |
| Triumph Capital Management | 700 | $37.4K | 0.01% | +700 | New |
| Fifth Third Bancorp | 743 | $39.7K | 0.00% | −86−10.4% | Reduced |
| Acadian Asset Management LLC | 813 | $43.0K | 0.00% | +813 | New |
| Amalgamated Bank | 1,043 | $56.0K | 0.00% | −126−10.8% | Reduced |
| Versant Capital Management, Inc | 1,077 | $57.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,239 | $66.3K | 0.00% | +1,239 | New |
| KBC Group NV | 1,333 | $71.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,404 | $75.1K | 0.00% | +1,404 | New |
| Tower Research Capital LLC (TRC) | 1,715 | $91.7K | 0.00% | +275+19.1% | Added |
| State of Alaska, Department of Revenue | 1,848 | $98.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,910 | $102.0K | 0.00% | +24+1.3% | Added |
| Kemnay Advisory Services Inc. | 1,952 | $104.4K | 0.02% | +1,952 | New |
| Ameritas Investment Partners, Inc. | 2,772 | $148.3K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2,857 | $152.8K | 0.01% | +346+13.8% | Added |
| Great West Life Assurance Co | 2,899 | $155.0K | 0.00% | −11,920−80.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,942 | $157.5K | 0.00% | +363+14.1% | Added |
| Group One Trading, L.P. | 3,344 | $178.9K | 0.01% | +2,944+736.0% | Added |
| Clearstead Advisors, LLC | 3,750 | $200.6K | 0.00% | −6−0.2% | Reduced |
| Truvestments Capital LLC | 3,750 | $200.6K | 0.04% | 00.0% | Unchanged |
| Citigroup Inc | 3,872 | $207.1K | 0.00% | −1,269−24.7% | Reduced |
| Ieq Capital, LLC | 3,901 | $208.7K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,920 | $209.7K | 0.00% | −320−7.5% | Reduced |
| PEAK6 LLC | 3,993 | $213.6K | 0.01% | +3,993 | New |
| Los Angeles Capital Management LLC | 3,963 | $220.8K | 0.00% | +3,963 | New |
| Keybank National Association | 4,143 | $221.6K | 0.00% | +4,143 | New |
| Legacy Wealth Asset Management, LLC | 4,186 | $223.9K | 0.06% | +246+6.2% | Added |
| Graham Capital Management, L.P. | 4,366 | $233.5K | 0.01% | −2,729−38.5% | Reduced |
| Canada Pension Plan Investment Board | 4,800 | $256.8K | 0.00% | −1,600−25.0% | Reduced |
| Third View Private Wealth, LLC | 5,030 | $269.1K | 0.04% | +5,030 | New |
| Pictet Asset Management Holding SA | 5,057 | $270.5K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,072 | $271.3K | 0.00% | +5,072 | New |
| Public Employees Retirement Association of Colorado | 5,187 | $277.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 5,689 | $304.3K | 0.00% | +274+5.1% | Added |
| Two Sigma Advisers, LP | 6,000 | $320.9K | 0.00% | −25,700−81.1% | Reduced |
| ProShare Advisors LLC | 6,065 | $324.4K | 0.00% | +391+6.9% | Added |
| Mirabella Financial Services LLP | 6,232 | $333.4K | 0.03% | +6,232 | New |
| Clean Yield Group | 6,457 | $345.4K | 0.10% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 6,693 | $358.0K | 0.01% | +319+5.0% | Added |
| Boston Partners | 6,732 | $360.1K | 0.00% | −339−4.8% | Reduced |
| EP Wealth Advisors, LLC | 6,792 | $363.3K | 0.00% | +6,792 | New |
| VARCOV Co. | 6,840 | $365.9K | 0.14% | +6,840 | New |
| Teacher Retirement System of Texas | 6,951 | $371.8K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 7,000 | $374.4K | 0.00% | −400−5.4% | Reduced |
| Ameritas Advisory Services, LLC | 7,068 | $378.1K | 0.01% | +7,068 | New |
| Aviance Capital Partners, LLC | 7,087 | $379.1K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,147 | $382.3K | 0.01% | +7,147 | New |
| Central Pacific Bank - Trust Division | 7,542 | $403.4K | 0.05% | −778−9.4% | Reduced |
| BNP Paribas Arbitrage, SA | 7,721 | $413.0K | 0.00% | +1,053+15.8% | Added |
| Avalon Trust Co | 7,901 | $422.6K | 0.03% | −245−3.0% | Reduced |
| Glenmede Trust Co NA | 8,233 | $440.4K | 0.00% | +8,233 | New |
| CWM Advisors, LLC | 8,761 | $468.6K | 0.04% | +25+0.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,797 | $470.6K | 0.00% | −731−7.7% | Reduced |
| Virginia Retirement Systems Et Al | 9,200 | $492.1K | 0.00% | +4,500+95.7% | Added |
| Arizona State Retirement System | 9,206 | $492.4K | 0.00% | −657−6.7% | Reduced |
| State Board of Administration of Florida Retirement System | 9,295 | $497.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9,362 | $500.8K | 0.00% | −78−0.8% | Reduced |
| Engineers Gate Manager LP | 9,576 | $512.2K | 0.01% | +9,576 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 9,912 | $530.2K | 0.04% | +5,587+129.2% | Added |
| Formula Growth Ltd | 10,010 | $535.4K | 0.21% | −990−9.0% | Reduced |