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, Q2 2026
Institutional positions in Helios Technologies, Inc. as of Jun 30, 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
- 285
- +37 vs. Q1 2026
- Shares held
- 32.2M
- +333.3K (+1.0%) vs. Q1 2026
- Total value
- $2.86B
- +$798.5M (+38.7%) vs. Q1 2026
- New holders
- 60
- 100 more added
- Sold out
- 23
- 93 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 1 | $89 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 3 | $268 | 0.00% | +3 | New |
| Cullen/Frost Bankers, Inc. | 4 | $373 | 0.00% | −25−86.2% | Reduced |
| Assetmark, Inc | 5 | $446 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 6 | $536 | 0.00% | +6 | New |
| Covestor Ltd | 8 | $1.00K | 0.00% | +6+300.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 13 | $1.16K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 13 | $1.16K | 0.00% | +2+18.2% | Added |
| WPG Advisers, LLC | 15 | $1.34K | 0.00% | +15 | New |
| True Wealth Design, LLC | 16 | $1.43K | 0.00% | +2+14.3% | Added |
| Bellevue Asset Management, LLC | 16 | $1.43K | 0.00% | +16 | New |
| Quent Capital, LLC | 16 | $1.43K | 0.00% | +16 | New |
| IFP Advisors, Inc | 17 | $1.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $1.52K | 0.00% | +7+70.0% | Added |
| Private Wealth Management Group, LLC | 19 | $1.70K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 25 | $2.23K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 30 | $2.68K | 0.00% | +1+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 32 | $2.86K | 0.00% | +32 | New |
| Quarry LP | 33 | $2.94K | 0.00% | −425−92.8% | Reduced |
| Fortitude Family Office, LLC | 36 | $3.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 36 | $3.21K | 0.00% | +15+71.4% | Added |
| Larson Financial Group LLC | 48 | $4.28K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 53 | $4.73K | 0.00% | +11+26.2% | Added |
| Massmutual Trust Co FSB | 54 | $4.82K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 58 | $5.18K | 0.00% | +58 | New |
| Federation des caisses Desjardins du Quebec | 68 | $6.08K | 0.00% | +22+47.8% | Added |
| C M Bidwell & Associates Ltd | 78 | $6.96K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $7.85K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 100 | $8.93K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 100 | $9.00K | 0.00% | +100 | New |
| Rothschild Investment LLC | 123 | $11.0K | 0.00% | +11+9.8% | Added |
| Caitong International Asset Management Co., Ltd | 126 | $11.2K | 0.00% | −1,241−90.8% | Reduced |
| Accent Capital Management, LLC | 132 | $11.8K | 0.01% | +132 | New |
| Salomon & Ludwin, LLC | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 160 | $13.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 150 | $13.4K | 0.00% | −110−42.3% | Reduced |
| Huntington National Bank | 171 | $15.3K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 183 | $16.3K | 0.00% | −19,617−99.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 194 | $17.3K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 207 | $18.5K | 0.00% | +207 | New |
| Kemnay Advisory Services Inc. | 216 | $19.3K | 0.00% | −1,056−83.0% | Reduced |
| Optiver Holding B.V. | 218 | $19.5K | 0.00% | +84+62.7% | Added |
| Barrett & Company, Inc. | 250 | $22.3K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 284 | $25.3K | 0.00% | +18+6.8% | Added |
| Creative Financial Designs Inc | 321 | $28.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 325 | $29.0K | 0.00% | +269+480.4% | Added |
| EverSource Wealth Advisors, LLC | 327 | $29.2K | 0.00% | +103+46.0% | Added |
| Nykredit A/S | 331 | $29.5K | 0.00% | +331 | New |
| Harbour Investments, Inc. | 380 | $33.9K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 393 | $35.1K | 0.00% | −7−1.8% | Reduced |
| Clear Street Markets LLC | 415 | $37.0K | 0.01% | +415 | New |
| The PNC Financial Services Group, Inc. | 418 | $37.3K | 0.00% | +224+115.5% | Added |
| Allworth Financial LP | 450 | $40.1K | 0.00% | +133+42.0% | Added |
| Public Employees Retirement System of Ohio | 480 | $42.8K | 0.00% | −109−18.5% | Reduced |
| Signaturefd, LLC | 486 | $43.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 542 | $48.4K | 0.00% | +102+23.2% | Added |
| GWM Advisors LLC | 565 | $50.4K | 0.00% | +124+28.1% | Added |
| Basecamp Wealth Advisors LLC | 635 | $56.7K | 0.01% | +10+1.6% | Added |
| Triumph Capital Management | 700 | $62.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 742 | $66.2K | 0.00% | +608+453.7% | Added |
| Quantbot Technologies LP | 866 | $77.3K | 0.00% | +866 | New |
| Tokio Marine Asset Management Co Ltd | 910 | $81.2K | 0.00% | +910 | New |
| Versant Capital Management, Inc | 1,077 | $96.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,277 | $114.0K | 0.00% | −278−17.9% | Reduced |
| KBC Group NV | 1,333 | $119.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,323 | $119.7K | 0.00% | −74−5.3% | Reduced |
| Global Retirement Partners, LLC | 1,621 | $144.7K | 0.00% | +1,621 | New |
| State of Alaska, Department of Revenue | 1,848 | $164.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,000 | $179.0K | 0.14% | +2,000 | New |
| SG Americas Securities, LLC | 2,120 | $189.0K | 0.00% | −2,995−58.6% | Reduced |
| Mirabella Financial Services LLP | 2,287 | $204.1K | 0.02% | +2,287 | New |
| State of Wyoming | 2,325 | $207.5K | 0.02% | +2,325 | New |
| Syon Capital LLC | 2,469 | $220.4K | 0.01% | +2,469 | New |
| Sanctuary Advisors, LLC | 2,515 | $224.5K | 0.00% | +2,515 | New |
| DRW Securities, LLC | 2,517 | $224.6K | 0.01% | +2,517 | New |
| Marco Investment Management LLC | 2,557 | $228.2K | 0.02% | +2,557 | New |
| Advisor Group Holdings, Inc. | 2,560 | $228.7K | 0.00% | −217−7.8% | Reduced |
| Isthmus Partners, LLC | 2,668 | $238.1K | 0.02% | +2,668 | New |
| Mercer Global Advisors Inc | 2,706 | $241.5K | 0.00% | +2,706 | New |
| Amundi | 2,713 | $242.1K | 0.00% | −1,146−29.7% | Reduced |
| Bayforest Capital Ltd | 2,796 | $249.5K | 0.23% | +2,796 | New |
| Tower Research Capital LLC (TRC) | 2,985 | $266.4K | 0.01% | +486+19.4% | Added |
| Ameritas Investment Partners, Inc. | 3,030 | $270.4K | 0.01% | +258+9.3% | Added |
| Cetera Investment Advisers | 3,106 | $277.2K | 0.00% | −312−9.1% | Reduced |
| Boston Partners | 3,138 | $280.1K | 0.00% | −1,848−37.1% | Reduced |
| Jump Financial, LLC | 3,200 | $285.6K | 0.00% | −5,985−65.2% | Reduced |
| Jackson Square Capital, LLC | 3,304 | $294.9K | 0.04% | +3,304 | New |
| Atomi Financial Group, Inc. | 3,387 | $302.3K | 0.01% | +5+0.1% | Added |
| Mangrove Partners | 3,450 | $307.9K | 0.02% | +3,450 | New |
| JustInvest LLC | 3,504 | $312.7K | 0.00% | −161−4.4% | Reduced |
| Great West Life Assurance Co | 3,621 | $323.0K | 0.00% | +722+24.9% | Added |
| Contravisory Investment Management, Inc. | 3,713 | $331.4K | 0.06% | +69+1.9% | Added |
| Truvestments Capital LLC | 3,750 | $334.7K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,762 | $335.8K | 0.00% | +12+0.3% | Added |
| Swiss Life Asset Management Ltd | 3,770 | $336.5K | 0.00% | +3,770 | New |
| Xponance, Inc. | 3,879 | $346.2K | 0.00% | +751+24.0% | Added |
| Ieq Capital, LLC | 3,901 | $348.2K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,086 | $364.7K | 0.08% | +69+1.7% | Added |
| ProShare Advisors LLC | 4,373 | $390.3K | 0.00% | −437−9.1% | Reduced |
| R Squared Ltd | 4,419 | $394.4K | 0.21% | +83+1.9% | Added |