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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 17,120 | $916.0K | 0.00% | +4,772+38.6% | Added |
| EntryPoint Capital, LLC | 17,109 | $915.2K | 0.36% | +1,842+12.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,087 | $860.5K | 0.00% | +5,547+52.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,414 | $824.5K | 0.00% | −30.0% | Reduced |
| Manufacturers Life Insurance Company, The | 15,089 | $807.1K | 0.00% | −706−4.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,530 | $777.2K | 0.04% | +14,530 | New |
| B. Metzler seel. Sohn & Co. AG | 13,378 | $715.6K | 0.01% | −4,381−24.7% | Reduced |
| Prudential Financial Inc | 13,189 | $705.5K | 0.00% | +5,282+66.8% | Added |
| Commonwealth Equity Services, LLC | 13,071 | $699.1K | 0.00% | +992+8.2% | Added |
| Intech Investment Management LLC | 12,744 | $681.7K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 12,682 | $678.4K | 0.00% | −220−1.7% | Reduced |
| Quantinno Capital Management LP | 11,787 | $630.5K | 0.00% | +2,079+21.4% | Added |
| First Trust Advisors LP | 10,928 | $584.5K | 0.00% | −50,545−82.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,103 | $540.4K | 0.00% | +10,103 | New |
| Moneta Group Investment Advisors LLC | 10,025 | $536.2K | 0.00% | 00.0% | Unchanged |
| Formula Growth Ltd | 10,010 | $535.4K | 0.21% | −990−9.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 9,912 | $530.2K | 0.04% | +5,587+129.2% | Added |
| Engineers Gate Manager LP | 9,576 | $512.2K | 0.01% | +9,576 | New |
| Nisa Investment Advisors, LLC | 9,362 | $500.8K | 0.00% | −78−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 9,295 | $497.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,206 | $492.4K | 0.00% | −657−6.7% | Reduced |
| Virginia Retirement Systems Et Al | 9,200 | $492.1K | 0.00% | +4,500+95.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,797 | $470.6K | 0.00% | −731−7.7% | Reduced |
| CWM Advisors, LLC | 8,761 | $468.6K | 0.04% | +25+0.3% | Added |
| Glenmede Trust Co NA | 8,233 | $440.4K | 0.00% | +8,233 | New |
| Avalon Trust Co | 7,901 | $422.6K | 0.03% | −245−3.0% | Reduced |
| BNP Paribas Arbitrage, SA | 7,721 | $413.0K | 0.00% | +1,053+15.8% | Added |
| Central Pacific Bank - Trust Division | 7,542 | $403.4K | 0.05% | −778−9.4% | Reduced |
| XTX Topco Ltd | 7,147 | $382.3K | 0.01% | +7,147 | New |
| Aviance Capital Partners, LLC | 7,087 | $379.1K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,068 | $378.1K | 0.01% | +7,068 | New |
| KLP Kapitalforvaltning AS | 7,000 | $374.4K | 0.00% | −400−5.4% | Reduced |
| Teacher Retirement System of Texas | 6,951 | $371.8K | 0.00% | 00.0% | Unchanged |
| VARCOV Co. | 6,840 | $365.9K | 0.14% | +6,840 | New |
| EP Wealth Advisors, LLC | 6,792 | $363.3K | 0.00% | +6,792 | New |
| Boston Partners | 6,732 | $360.1K | 0.00% | −339−4.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,693 | $358.0K | 0.01% | +319+5.0% | Added |
| Clean Yield Group | 6,457 | $345.4K | 0.10% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 6,232 | $333.4K | 0.03% | +6,232 | New |
| ProShare Advisors LLC | 6,065 | $324.4K | 0.00% | +391+6.9% | Added |
| Two Sigma Advisers, LP | 6,000 | $320.9K | 0.00% | −25,700−81.1% | Reduced |
| LPL Financial LLC | 5,689 | $304.3K | 0.00% | +274+5.1% | Added |
| Public Employees Retirement Association of Colorado | 5,187 | $277.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,072 | $271.3K | 0.00% | +5,072 | New |
| Pictet Asset Management Holding SA | 5,057 | $270.5K | 0.00% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 5,030 | $269.1K | 0.04% | +5,030 | New |
| Canada Pension Plan Investment Board | 4,800 | $256.8K | 0.00% | −1,600−25.0% | Reduced |
| Graham Capital Management, L.P. | 4,366 | $233.5K | 0.01% | −2,729−38.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,186 | $223.9K | 0.06% | +246+6.2% | Added |
| Keybank National Association | 4,143 | $221.6K | 0.00% | +4,143 | New |
| Los Angeles Capital Management LLC | 3,963 | $220.8K | 0.00% | +3,963 | New |
| PEAK6 LLC | 3,993 | $213.6K | 0.01% | +3,993 | New |
| Cetera Investment Advisers | 3,920 | $209.7K | 0.00% | −320−7.5% | Reduced |
| Ieq Capital, LLC | 3,901 | $208.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,872 | $207.1K | 0.00% | −1,269−24.7% | Reduced |
| 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 |
| Group One Trading, L.P. | 3,344 | $178.9K | 0.01% | +2,944+736.0% | Added |
| Advisor Group Holdings, Inc. | 2,942 | $157.5K | 0.00% | +363+14.1% | Added |
| Great West Life Assurance Co | 2,899 | $155.0K | 0.00% | −11,920−80.4% | Reduced |
| Quest Partners LLC | 2,857 | $152.8K | 0.01% | +346+13.8% | Added |
| Ameritas Investment Partners, Inc. | 2,772 | $148.3K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,952 | $104.4K | 0.02% | +1,952 | New |
| CWM, LLC | 1,910 | $102.0K | 0.00% | +24+1.3% | Added |
| State of Alaska, Department of Revenue | 1,848 | $98.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,715 | $91.7K | 0.00% | +275+19.1% | Added |
| Simplex Trading, LLC | 1,404 | $75.1K | 0.00% | +1,404 | New |
| KBC Group NV | 1,333 | $71.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,239 | $66.3K | 0.00% | +1,239 | New |
| Versant Capital Management, Inc | 1,077 | $57.6K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,043 | $56.0K | 0.00% | −126−10.8% | Reduced |
| Acadian Asset Management LLC | 813 | $43.0K | 0.00% | +813 | New |
| Fifth Third Bancorp | 743 | $39.7K | 0.00% | −86−10.4% | Reduced |
| Triumph Capital Management | 700 | $37.4K | 0.01% | +700 | New |
| Public Employees Retirement System of Ohio | 641 | $34.3K | 0.00% | −16−2.4% | Reduced |
| Basecamp Wealth Advisors LLC | 625 | $33.4K | 0.01% | +625 | New |
| Signaturefd, LLC | 486 | $26.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 380 | $20.3K | 0.00% | +380 | New |
| Cullen/Frost Bankers, Inc. | 357 | $19.1K | 0.00% | +24+7.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 356 | $19.0K | 0.00% | +161+82.6% | Added |
| Creative Financial Designs Inc | 321 | $17.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 274 | $14.7K | 0.00% | −6−2.1% | Reduced |
| Allworth Financial LP | 257 | $13.8K | 0.00% | −394−60.5% | Reduced |
| EverSource Wealth Advisors, LLC | 254 | $13.6K | 0.00% | −22−8.0% | Reduced |
| Barrett & Company, Inc. | 250 | $13.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 220 | $11.8K | 0.00% | +37+20.2% | Added |
| SBI Securities Co., Ltd. | 210 | $11.2K | 0.00% | +108+105.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 194 | $10.4K | 0.00% | +194 | New |
| Huntington National Bank | 171 | $9.15K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 167 | $8.93K | 0.00% | +167 | New |
| CIBC Private Wealth Group, LLC | 165 | $8.83K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 144 | $8.56K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 150 | $8.44K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 144 | $8.00K | 0.00% | −2−1.4% | Reduced |
| Quarry LP | 112 | $5.99K | 0.00% | −1,052−90.4% | Reduced |
| Rothschild Investment LLC | 94 | $5.03K | 0.00% | +4+4.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $4.81K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 88 | $4.71K | 0.00% | +42+91.3% | Added |
| SRS Capital Advisors, Inc. | 85 | $4.55K | 0.00% | −643−88.3% | Reduced |
| Optiver Holding B.V. | 84 | $4.49K | 0.00% | −156−65.0% | Reduced |