Helios Technologies, Inc.

HLIO

Exchange: NYSE
Industry: Miscellaneous Fabricated Metal Products
SEC CIK: 0001024795

SEC filings (opens in a new tab)

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.

Q2 2026 vs. Q1 2026

How the institutions holding Helios Technologies, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of HLIO: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	252	4	285	+37
Shares	32.3M	451.2K	32.2M	+333.3K (+1.0%)
Value	$2.09B	$29.2M	$2.86B	+$798.5M (+38.7%)

4 institutions that held it in Q1 2026 haven't filed for Q2 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 Q2 2026 but not at the end of Q1 2026.

Institutions new to HLIO in Q2 2026
Institution	Shares	Value	% of portfolio
Jupiter Topco LLC	408,245	$36.4M	0.01%
Tudor Investment Corp Et Al	141,953	$12.7M	0.05%
Mackenzie Financial Corp	138,268	$12.3M	0.01%
Intrinsic Edge Capital Management LLC	130,000	$11.6M	1.43%
Public Sector Pension Investment Board	94,566	$8.44M	0.02%
Telemark Asset Management, LLC	50,000	$4.46M	0.32%
Allspring Global Investments Holdings, LLC	52,377	$4.42M	0.01%
Algert Global LLC	40,650	$3.63M	0.04%
Palisade Capital Management LLC	39,709	$3.54M	0.15%
NFJ Investment Group, LLC	31,541	$2.82M	0.10%
Susquehanna Fundamental Investments, LLC	24,922	$2.22M	0.04%
Norges Bank	24,400	$2.18M	0.00%
HighTower Advisors, LLC	22,680	$2.02M	0.00%
Jain Global LLC	19,592	$1.75M	0.02%
Balyasny Asset Management LLC	17,621	$1.57M	0.00%
Jackson Creek Investment Advisors LLC	18,037	$1.41M	0.47%
ExodusPoint Capital Management, LP	13,011	$1.16M	0.01%
Integrated Quantitative Investments LLC	10,910	$973.7K	0.16%
Legato Capital Management LLC	10,910	$973.7K	0.08%
Dakota Wealth Management	10,687	$953.8K	0.02%
Gotham Asset Management, LLC	9,873	$881.2K	0.00%
Canada Pension Plan Investment Board	9,400	$839.0K	0.00%
Nordea Investment Management AB	8,644	$782.3K	0.00%
Edgestream Partners, L.P.	7,107	$634.3K	0.02%
Vident Advisory, LLC	6,684	$596.5K	0.00%
HSBC Holdings PLC	6,251	$555.8K	0.00%
Gsa Capital Partners LLP	5,615	$501.0K	0.03%
Wealth Enhancement Advisory Services, LLC	6,248	$500.0K	0.00%
Acadian Asset Management LLC	4,649	$412.0K	0.00%
Marex Group plc	4,500	$401.6K	0.00%
Swiss Life Asset Management Ltd	3,770	$336.5K	0.00%
Mangrove Partners	3,450	$307.9K	0.02%
Jackson Square Capital, LLC	3,304	$294.9K	0.04%
Bayforest Capital Ltd	2,796	$249.5K	0.23%
Mercer Global Advisors Inc	2,706	$241.5K	0.00%
Isthmus Partners, LLC	2,668	$238.1K	0.02%
Marco Investment Management LLC	2,557	$228.2K	0.02%
DRW Securities, LLC	2,517	$224.6K	0.01%
Sanctuary Advisors, LLC	2,515	$224.5K	0.00%
Syon Capital LLC	2,469	$220.4K	0.01%
State of Wyoming	2,325	$207.5K	0.02%
Mirabella Financial Services LLP	2,287	$204.1K	0.02%
SkyView Investment Advisors, LLC	2,000	$179.0K	0.14%
Global Retirement Partners, LLC	1,621	$144.7K	0.00%
Tokio Marine Asset Management Co Ltd	910	$81.2K	0.00%
Quantbot Technologies LP	866	$77.3K	0.00%
Clear Street Markets LLC	415	$37.0K	0.01%
Nykredit A/S	331	$29.5K	0.00%
Institute for Wealth Management, LLC.	207	$18.5K	0.00%
Accent Capital Management, LLC	132	$11.8K	0.01%
New York State Teachers Retirement System	100	$9.00K	0.00%
Parkside Financial Bank & Trust	58	$5.18K	0.00%
Steward Partners Investment Advisory, LLC	32	$2.86K	0.00%
Bellevue Asset Management, LLC	16	$1.43K	0.00%
Quent Capital, LLC	16	$1.43K	0.00%
WPG Advisers, LLC	15	$1.34K	0.00%
Wealth Enhancement Trust Services, Inc.	13	$1.16K	0.00%
Strengthening Families & Communities, LLC	6	$536	0.00%
JPL Wealth Management, LLC	3	$268	0.00%
Keating Financial Advisory Services, Inc.	1	$89	0.00%

Sold out (23)

Institutions that held Helios Technologies, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of HLIO in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Vaughan Nelson Investment Management, L.P.	693,072	$44.8M
SG Capital Management LLC	372,352	$24.1M
Schroder Investment Management Group	176,130	$11.1M
Natixis Advisors, L.P.	56,546	$3.66M
HRT Financial LP	52,408	$3.39M
Millennium Management LLC	34,730	$2.25M
Ostrum Asset Management	18,560	$1.20M
Dynamic Technology Lab Private Ltd	15,430	$998.5K
Calamos Advisors LLC	10,940	$707.9K
Renaissance Technologies LLC	10,400	$673.0K
Man Group plc	9,359	$605.6K
TradeLink Capital LLC	7,013	$454.0K
Magnetar Financial LLC	5,445	$352.3K
Mariner, LLC	5,258	$340.3K
Prelude Capital Management, LLC	4,250	$275.0K
Inspire Advisors, LLC	3,654	$236.4K
Farringdon Capital, Ltd.	3,105	$200.9K
Quadrant Capital Group LLC	180	$11.6K
Central Pacific Bank - Trust Division	160	$10.4K
Wall Street Financial Group, Inc.	133	$8.61K
MAI Capital Management	87	$5.63K
Northwestern Mutual Wealth Management Co	56	$3.62K
Root Financial Partners, LLC	13	$841

Not filed for Q2 2026 yet (4)

Institutions that held Helios Technologies, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HLIO in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Janus Henderson Group PLC	448,501	$29.0M
CWM, LLC	2,345	$151.7K
USA Financial Portformulas Corp	274	$17.7K
Sapience Investments, LLC	36	$2.33K