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.
Q1 2026 vs. Q4 2025
How the institutions holding Helios Technologies, Inc. changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 215 | 4 | 252 | +41 |
| Shares | 32.7M | 3.30M | 32.3M | +2.90M (+9.9%) |
| Value | $1.75B | $176.3M | $2.09B | +$516.1M (+32.7%) |
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (60)
Institutions that held Helios Technologies, Inc. at the end of Q1 2026 but not at the end of Q4 2025.
Sold out (19)
Institutions that held Helios Technologies, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Deprince Race & Zollo Inc | 233,025 | $12.5M |
| Zacks Investment Management | 33,267 | $1.78M |
| Voloridge Investment Management, LLC | 25,257 | $1.35M |
| ExodusPoint Capital Management, LP | 24,584 | $1.31M |
| Balyasny Asset Management LLC | 22,787 | $1.22M |
| Formula Growth Ltd | 10,010 | $535.4K |
| VARCOV Co. | 6,840 | $365.9K |
| Mirabella Financial Services LLP | 6,232 | $333.4K |
| Two Sigma Advisers, LP | 6,000 | $320.9K |
| Third View Private Wealth, LLC | 5,030 | $269.1K |
| Canada Pension Plan Investment Board | 4,800 | $256.8K |
| Graham Capital Management, L.P. | 4,366 | $233.5K |
| PEAK6 LLC | 3,993 | $213.6K |
| Group One Trading, L.P. | 3,344 | $178.9K |
| Quest Partners LLC | 2,857 | $152.8K |
| Simplex Trading, LLC | 1,404 | $75.1K |
| Amalgamated Bank | 1,043 | $56.0K |
| Acadian Asset Management LLC | 813 | $43.0K |
| Dunhill Financial, LLC | 1 | $35 |
Not filed for Q1 2026 yet (4)
Institutions that held Helios Technologies, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Vanguard Group Inc | 3,162,279 | $169.2M |
| Comerica Bank | 131,458 | $7.03M |
| Global Retirement Partners, LLC | 1,239 | $66.3K |
| CIBC Private Wealth Group, LLC | 165 | $8.83K |