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, Q1 2026
Institutional positions in Helios Technologies, Inc. as of Mar 31, 2026. 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
- 252
- +41 vs. Q4 2025
- Shares held
- 32.3M
- +2.90M (+9.9%) vs. Q4 2025
- Total value
- $2.09B
- +$516.1M (+32.7%) vs. Q4 2025
- New holders
- 60
- 80 more added
- Sold out
- 19
- 74 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5 | $324 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 10 | $648 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $712 | 0.00% | +11 | New |
| Root Financial Partners, LLC | 13 | $841 | 0.00% | +10+333.3% | Added |
| True Wealth Design, LLC | 14 | $906 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $1.10K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $1.36K | 0.00% | +8+61.5% | Added |
| Mather Group, LLC. | 25 | $1.62K | 0.00% | +25 | New |
| Essential Partners LLC | 29 | $1.88K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 29 | $1.89K | 0.00% | −328−91.9% | Reduced |
| Sapience Investments, LLC | 36 | $2.33K | 0.30% | +36 | New |
| Fortitude Family Office, LLC | 36 | $2.33K | 0.00% | +36 | New |
| UMA Financial Services, Inc. | 42 | $2.72K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 46 | $2.99K | 0.00% | +46 | New |
| Larson Financial Group LLC | 48 | $3.11K | 0.00% | +6+14.3% | Added |
| Massmutual Trust Co FSB | 54 | $3.49K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 56 | $3.62K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 56 | $3.62K | 0.00% | +56 | New |
| C M Bidwell & Associates Ltd | 78 | $5.05K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 87 | $5.63K | 0.00% | +87 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $5.69K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 100 | $6.47K | 0.00% | −110−52.4% | Reduced |
| Rothschild Investment LLC | 112 | $7.25K | 0.00% | +18+19.1% | Added |
| Wall Street Financial Group, Inc. | 133 | $8.61K | 0.01% | +133 | New |
| Optiver Holding B.V. | 134 | $8.67K | 0.00% | +50+59.5% | Added |
| SRS Capital Advisors, Inc. | 134 | $8.81K | 0.00% | +49+57.6% | Added |
| Salomon & Ludwin, LLC | 150 | $10.1K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 160 | $10.4K | 0.00% | −7,382−97.9% | Reduced |
| Whittier Trust Co | 160 | $10.5K | 0.00% | +16+11.1% | Added |
| Huntington National Bank | 171 | $11.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 180 | $11.6K | 0.00% | +92+104.5% | Added |
| The PNC Financial Services Group, Inc. | 194 | $12.6K | 0.00% | −80−29.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 194 | $12.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 224 | $14.5K | 0.00% | −30−11.8% | Reduced |
| Barrett & Company, Inc. | 250 | $16.2K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 260 | $16.8K | 0.00% | −3,703−93.4% | Reduced |
| GAMMA Investing LLC | 266 | $17.2K | 0.00% | +46+20.9% | Added |
| USA Financial Portformulas Corp | 274 | $17.7K | 0.00% | +274 | New |
| Allworth Financial LP | 317 | $20.5K | 0.00% | +60+23.3% | Added |
| Creative Financial Designs Inc | 321 | $20.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 380 | $24.6K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 400 | $25.9K | 0.00% | +44+12.4% | Added |
| GWM Advisors LLC | 441 | $28.5K | 0.00% | +441 | New |
| Quarry LP | 458 | $29.6K | 0.01% | +346+308.9% | Added |
| Farther Finance Advisors, LLC | 440 | $30.1K | 0.00% | +396+900.0% | Added |
| Signaturefd, LLC | 486 | $31.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 589 | $38.1K | 0.00% | −52−8.1% | Reduced |
| Basecamp Wealth Advisors LLC | 625 | $40.4K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 700 | $45.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,077 | $69.7K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,272 | $82.3K | 0.01% | −680−34.8% | Reduced |
| KBC Group NV | 1,333 | $86.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,367 | $88.5K | 0.02% | +1,367 | New |
| Jones Financial Companies LLLP | 1,397 | $90.0K | 0.00% | +1,230+736.5% | Added |
| Bessemer Group Inc | 1,555 | $101.0K | 0.00% | −273,153−99.4% | Reduced |
| State of Alaska, Department of Revenue | 1,848 | $119.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,345 | $151.7K | 0.00% | +435+22.8% | Added |
| Tower Research Capital LLC (TRC) | 2,499 | $161.7K | 0.00% | +784+45.7% | Added |
| Ameritas Investment Partners, Inc. | 2,772 | $179.4K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,777 | $179.9K | 0.00% | −165−5.6% | Reduced |
| Great West Life Assurance Co | 2,899 | $189.0K | 0.00% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 3,105 | $200.9K | 0.04% | +3,105 | New |
| Xponance, Inc. | 3,128 | $202.4K | 0.00% | +3,128 | New |
| Brevan Howard Capital Management LP | 3,190 | $206.4K | 0.00% | +3,190 | New |
| Atomi Financial Group, Inc. | 3,382 | $218.9K | 0.01% | +3,382 | New |
| Cetera Investment Advisers | 3,418 | $221.2K | 0.00% | −502−12.8% | Reduced |
| M&T Bank Corp | 3,520 | $227.3K | 0.00% | +3,520 | New |
| Capstone Investment Advisors, LLC | 3,522 | $227.9K | 0.00% | +3,522 | New |
| Citigroup Inc | 3,524 | $228.0K | 0.00% | −348−9.0% | Reduced |
| Contravisory Investment Management, Inc. | 3,644 | $235.8K | 0.05% | +3,644 | New |
| Inspire Advisors, LLC | 3,654 | $236.4K | 0.02% | +3,654 | New |
| JustInvest LLC | 3,665 | $237.2K | 0.00% | +3,665 | New |
| Clearstead Advisors, LLC | 3,750 | $242.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,750 | $242.7K | 0.04% | 00.0% | Unchanged |
| Amundi | 3,859 | $249.7K | 0.00% | +3,859 | New |
| Ieq Capital, LLC | 3,901 | $252.5K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,017 | $259.9K | 0.06% | −169−4.0% | Reduced |
| EP Wealth Advisors, LLC | 4,171 | $269.9K | 0.00% | −2,621−38.6% | Reduced |
| Prelude Capital Management, LLC | 4,250 | $275.0K | 0.02% | +4,250 | New |
| R Squared Ltd | 4,336 | $280.6K | 0.15% | +4,336 | New |
| ProShare Advisors LLC | 4,810 | $311.3K | 0.00% | −1,255−20.7% | Reduced |
| Boston Partners | 4,986 | $322.6K | 0.00% | −1,746−25.9% | Reduced |
| SG Americas Securities, LLC | 5,115 | $331.0K | 0.00% | −12,005−70.1% | Reduced |
| Public Employees Retirement Association of Colorado | 5,187 | $336.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 5,258 | $340.3K | 0.00% | +5,258 | New |
| Magnetar Financial LLC | 5,445 | $352.3K | 0.00% | +5,445 | New |
| Keybank National Association | 5,767 | $373.2K | 0.00% | +1,624+39.2% | Added |
| Pictet Asset Management Holding SA | 5,971 | $386.4K | 0.00% | +914+18.1% | Added |
| Fox Run Management, L.L.C. | 6,353 | $398.6K | 0.07% | +6,353 | New |
| Clean Yield Group | 6,307 | $408.1K | 0.11% | −150−2.3% | Reduced |
| Bridgewater Associates, LP | 6,524 | $422.2K | 0.00% | +6,524 | New |
| LPL Financial LLC | 6,801 | $440.1K | 0.00% | +1,112+19.5% | Added |
| Virtu Financial LLC | 6,892 | $446.0K | 0.02% | +6,892 | New |
| TradeLink Capital LLC | 7,013 | $454.0K | 3.43% | +7,013 | New |
| Ameritas Advisory Services, LLC | 7,068 | $457.4K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,087 | $458.6K | 0.05% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 7,300 | $472.4K | 0.00% | +300+4.3% | Added |
| Campbell & CO Investment Adviser LLC | 7,523 | $486.8K | 0.03% | −7,007−48.2% | Reduced |