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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 1,077 | $69.7K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 700 | $45.3K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 625 | $40.4K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 589 | $38.1K | 0.00% | −52−8.1% | Reduced |
| Signaturefd, LLC | 486 | $31.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 440 | $30.1K | 0.00% | +396+900.0% | Added |
| Quarry LP | 458 | $29.6K | 0.01% | +346+308.9% | Added |
| GWM Advisors LLC | 441 | $28.5K | 0.00% | +441 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 400 | $25.9K | 0.00% | +44+12.4% | Added |
| Harbour Investments, Inc. | 380 | $24.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 321 | $20.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 317 | $20.5K | 0.00% | +60+23.3% | Added |
| USA Financial Portformulas Corp | 274 | $17.7K | 0.00% | +274 | New |
| GAMMA Investing LLC | 266 | $17.2K | 0.00% | +46+20.9% | Added |
| Los Angeles Capital Management LLC | 260 | $16.8K | 0.00% | −3,703−93.4% | Reduced |
| Barrett & Company, Inc. | 250 | $16.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 224 | $14.5K | 0.00% | −30−11.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 194 | $12.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 194 | $12.6K | 0.00% | −80−29.2% | Reduced |
| Quadrant Capital Group LLC | 180 | $11.6K | 0.00% | +92+104.5% | Added |
| Huntington National Bank | 171 | $11.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 160 | $10.5K | 0.00% | +16+11.1% | Added |
| Central Pacific Bank - Trust Division | 160 | $10.4K | 0.00% | −7,382−97.9% | Reduced |
| Salomon & Ludwin, LLC | 150 | $10.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 134 | $8.81K | 0.00% | +49+57.6% | Added |
| Optiver Holding B.V. | 134 | $8.67K | 0.00% | +50+59.5% | Added |
| Wall Street Financial Group, Inc. | 133 | $8.61K | 0.01% | +133 | New |
| Rothschild Investment LLC | 112 | $7.25K | 0.00% | +18+19.1% | Added |
| SBI Securities Co., Ltd. | 100 | $6.47K | 0.00% | −110−52.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $5.69K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 87 | $5.63K | 0.00% | +87 | New |
| C M Bidwell & Associates Ltd | 78 | $5.05K | 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 |
| Massmutual Trust Co FSB | 54 | $3.49K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 48 | $3.11K | 0.00% | +6+14.3% | Added |
| Federation des caisses Desjardins du Quebec | 46 | $2.99K | 0.00% | +46 | New |
| UMA Financial Services, Inc. | 42 | $2.72K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 36 | $2.33K | 0.30% | +36 | New |
| Fortitude Family Office, LLC | 36 | $2.33K | 0.00% | +36 | New |
| Cullen/Frost Bankers, Inc. | 29 | $1.89K | 0.00% | −328−91.9% | Reduced |
| Essential Partners LLC | 29 | $1.88K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 25 | $1.62K | 0.00% | +25 | New |
| Bare Financial Services, Inc | 21 | $1.36K | 0.00% | +8+61.5% | Added |
| Private Wealth Management Group, LLC | 19 | $1.23K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $1.10K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $906 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 13 | $841 | 0.00% | +10+333.3% | Added |
| SJS Investment Consulting Inc. | 11 | $712 | 0.00% | +11 | New |
| Bell Investment Advisors, Inc | 10 | $648 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5 | $324 | 0.00% | +5 | New |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −233,025−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −33,267−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −25,257−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,584−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −22,787−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −10,010−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −6,840−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,232−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Third View Private Wealth, LLC | 0 | $0 | 0.00% | −5,030−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,366−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −3,993−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,344−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,857−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,404−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,043−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −813−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |