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 |
|---|---|---|---|---|---|
| Marex Group plc | 4,500 | $401.6K | 0.00% | +4,500 | New |
| Acadian Asset Management LLC | 4,649 | $412.0K | 0.00% | +4,649 | New |
| EP Wealth Advisors, LLC | 4,811 | $429.4K | 0.00% | +640+15.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,880 | $435.5K | 0.01% | −8,005−62.1% | Reduced |
| Bridgefront Capital, LLC | 4,893 | $436.7K | 0.12% | −2,818−36.5% | Reduced |
| Keybank National Association | 4,968 | $443.4K | 0.00% | −799−13.9% | Reduced |
| Public Employees Retirement Association of Colorado | 5,187 | $463.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,372 | $479.5K | 0.00% | −599−10.0% | Reduced |
| M&T Bank Corp | 5,450 | $486.8K | 0.00% | +1,930+54.8% | Added |
| Campbell & CO Investment Adviser LLC | 5,538 | $494.3K | 0.03% | −1,985−26.4% | Reduced |
| Virtu Financial LLC | 5,559 | $496.0K | 0.02% | −1,333−19.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,597 | $499.5K | 0.03% | −3,222−36.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,248 | $500.0K | 0.00% | +6,248 | New |
| Gsa Capital Partners LLP | 5,615 | $501.0K | 0.03% | +5,615 | New |
| Clean Yield Group | 5,807 | $518.3K | 0.13% | −500−7.9% | Reduced |
| Barclays PLC | 6,177 | $551.3K | 0.00% | −24,027−79.5% | Reduced |
| HSBC Holdings PLC | 6,251 | $555.8K | 0.00% | +6,251 | New |
| Fox Run Management, L.L.C. | 6,290 | $561.4K | 0.09% | −63−1.0% | Reduced |
| Voya Investment Management LLC | 6,389 | $570.2K | 0.00% | −510,530−98.8% | Reduced |
| Glenmede Trust Co NA | 6,403 | $571.5K | 0.00% | −1,594−19.9% | Reduced |
| Quantedge Capital Pte Ltd | 6,600 | $589.0K | 0.45% | −2,600−28.3% | Reduced |
| Vident Advisory, LLC | 6,684 | $596.5K | 0.00% | +6,684 | New |
| Quadrature Capital Ltd | 6,870 | $613.1K | 0.01% | −6,708−49.4% | Reduced |
| Ameritas Advisory Services, LLC | 7,048 | $629.0K | 0.01% | −20−0.3% | Reduced |
| Aviance Capital Partners, LLC | 7,087 | $632.5K | 0.07% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 7,107 | $634.3K | 0.02% | +7,107 | New |
| BNP Paribas Arbitrage, SA | 7,285 | $650.2K | 0.00% | −845−10.4% | Reduced |
| KLP Kapitalforvaltning AS | 7,300 | $651.5K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7,618 | $679.9K | 0.03% | −267−3.4% | Reduced |
| Avalon Trust Co | 7,901 | $705.2K | 0.04% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 8,224 | $734.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 8,229 | $734.4K | 0.01% | −245−2.9% | Reduced |
| Capstone Investment Advisors, LLC | 8,688 | $775.4K | 0.01% | +5,166+146.7% | Added |
| Nordea Investment Management AB | 8,644 | $782.3K | 0.00% | +8,644 | New |
| Arizona State Retirement System | 9,135 | $815.3K | 0.00% | +27+0.3% | Added |
| Gamco Investors, Inc. Et Al | 9,144 | $816.1K | 0.01% | −3,901−29.9% | Reduced |
| State Board of Administration of Florida Retirement System | 9,295 | $829.6K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 9,400 | $839.0K | 0.00% | +9,400 | New |
| Police & Firemen's Retirement System of New Jersey | 9,849 | $879.0K | 0.01% | +1,052+12.0% | Added |
| Brevan Howard Capital Management LP | 9,862 | $880.2K | 0.01% | +6,672+209.2% | Added |
| Gotham Asset Management, LLC | 9,873 | $881.2K | 0.00% | +9,873 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,009 | $893.3K | 0.00% | −3,624−26.6% | Reduced |
| Moneta Group Investment Advisors LLC | 10,025 | $894.7K | 0.01% | −6−0.1% | Reduced |
| Bridgewater Associates, LP | 10,166 | $907.3K | 0.00% | +3,642+55.8% | Added |
| Sterling Capital Management LLC | 10,343 | $923.1K | 0.02% | −485−4.5% | Reduced |
| Nisa Investment Advisors, LLC | 10,564 | $942.8K | 0.00% | +1,202+12.8% | Added |
| Dakota Wealth Management | 10,687 | $953.8K | 0.02% | +10,687 | New |
| Legato Capital Management LLC | 10,910 | $973.7K | 0.08% | +10,910 | New |
| Integrated Quantitative Investments LLC | 10,910 | $973.7K | 0.16% | +10,910 | New |
| Victory Capital Management Inc | 10,970 | $979.1K | 0.00% | −116,466−91.4% | Reduced |
| First Trust Advisors LP | 11,959 | $1.07M | 0.00% | −16,107−57.4% | Reduced |
| Teacher Retirement System of Texas | 12,304 | $1.10M | 0.00% | +807+7.0% | Added |
| Commonwealth Equity Services, LLC | 12,816 | $1.14M | 0.00% | −40.0% | Reduced |
| Vanguard Global Advisers, LLC | 12,837 | $1.15M | 0.00% | −4,237−24.8% | Reduced |
| ExodusPoint Capital Management, LP | 13,011 | $1.16M | 0.01% | +13,011 | New |
| Two Sigma Investments, LP | 13,325 | $1.19M | 0.00% | +888+7.1% | Added |
| STRS Ohio | 13,400 | $1.20M | 0.00% | −400−2.9% | Reduced |
| LPL Financial LLC | 13,716 | $1.22M | 0.00% | +6,915+101.7% | Added |
| Diamond Hill Capital Management Inc | 14,061 | $1.25M | 0.01% | −8,892−38.7% | Reduced |
| State of New Jersey Common Pension Fund D | 14,648 | $1.31M | 0.00% | −15,871−52.0% | Reduced |
| US Bancorp | 15,208 | $1.36M | 0.00% | +544+3.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,376 | $1.37M | 0.00% | −188−1.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 18,037 | $1.41M | 0.47% | +18,037 | New |
| B. Metzler seel. Sohn & Co. AG | 15,966 | $1.42M | 0.01% | −1,361−7.9% | Reduced |
| Manufacturers Life Insurance Company, The | 16,900 | $1.51M | 0.00% | +1,269+8.1% | Added |
| Quantinno Capital Management LP | 17,145 | $1.53M | 0.00% | +2,670+18.4% | Added |
| Balyasny Asset Management LLC | 17,621 | $1.57M | 0.00% | +17,621 | New |
| EntryPoint Capital, LLC | 18,303 | $1.63M | 0.40% | −5,297−22.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,133 | $1.71M | 0.00% | −64−0.3% | Reduced |
| Centiva Capital, LP | 19,363 | $1.73M | 0.06% | −6,523−25.2% | Reduced |
| Jain Global LLC | 19,592 | $1.75M | 0.02% | +19,592 | New |
| Aquatic Capital Management LLC | 20,083 | $1.79M | 0.06% | +10,138+101.9% | Added |
| Atom Investors LP | 20,091 | $1.79M | 0.16% | −10,430−34.2% | Reduced |
| Citigroup Inc | 20,362 | $1.82M | 0.00% | +16,838+477.8% | Added |
| Schonfeld Strategic Advisors LLC | 20,436 | $1.82M | 0.01% | +11,104+119.0% | Added |
| Captrust Financial Advisors | 22,174 | $1.98M | 0.00% | +4,156+23.1% | Added |
| HighTower Advisors, LLC | 22,680 | $2.02M | 0.00% | +22,680 | New |
| Credit Agricole S A | 24,100 | $2.15M | 0.01% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 24,217 | $2.16M | 0.00% | +2,275+10.4% | Added |
| Norges Bank | 24,400 | $2.18M | 0.00% | +24,400 | New |
| Susquehanna Fundamental Investments, LLC | 24,922 | $2.22M | 0.04% | +24,922 | New |
| Harbor Capital Advisors, Inc. | 25,343 | $2.26M | 0.15% | −10,637−29.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,196 | $2.34M | 0.00% | +1,175+4.7% | Added |
| D.A. Davidson & Co. | 26,805 | $2.39M | 0.01% | −4,175−13.5% | Reduced |
| Legal & General Group Plc | 26,961 | $2.41M | 0.00% | −1,329−4.7% | Reduced |
| Marshall Wace, LLP | 28,461 | $2.54M | 0.00% | −1,576−5.2% | Reduced |
| Alliancebernstein L.P. | 39,439 | $2.55M | 0.00% | +6,253+18.8% | Added |
| Pinnacle Associates Ltd | 28,763 | $2.57M | 0.03% | +377+1.3% | Added |
| Virginia Retirement Systems Et Al | 30,000 | $2.68M | 0.02% | +3,000+11.1% | Added |
| Bridgeway Capital Management, LLC | 30,000 | $2.68M | 0.05% | +15,000+100.0% | Added |
| Wells Fargo & Company | 30,627 | $2.73M | 0.00% | +15,981+109.1% | Added |
| Occudo Quantitative Strategies LP | 30,760 | $2.75M | 0.15% | +1,289+4.4% | Added |
| Engineers Gate Manager LP | 31,240 | $2.79M | 0.04% | +14,074+82.0% | Added |
| Lazard Asset Management LLC | 31,260 | $2.79M | 0.00% | +878+2.9% | Added |
| NFJ Investment Group, LLC | 31,541 | $2.82M | 0.10% | +31,541 | New |
| Franklin Resources Inc | 31,776 | $2.84M | 0.00% | +9,272+41.2% | Added |
| XTX Topco Ltd | 34,170 | $3.05M | 0.04% | +12,124+55.0% | Added |
| Deutsche Bank AG | 34,523 | $3.08M | 0.00% | +5,300+18.1% | Added |
| Squarepoint Ops LLC | 36,983 | $3.30M | 0.01% | +13,363+56.6% | Added |
| State of Wisconsin Investment Board | 37,271 | $3.33M | 0.01% | +1,417+4.0% | Added |