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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 26,961 | $2.41M | 0.00% | −1,329−4.7% | Reduced |
| D.A. Davidson & Co. | 26,805 | $2.39M | 0.01% | −4,175−13.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,196 | $2.34M | 0.00% | +1,175+4.7% | Added |
| Harbor Capital Advisors, Inc. | 25,343 | $2.26M | 0.15% | −10,637−29.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 24,922 | $2.22M | 0.04% | +24,922 | New |
| Norges Bank | 24,400 | $2.18M | 0.00% | +24,400 | New |
| Vanguard Asset Management, Ltd | 24,217 | $2.16M | 0.00% | +2,275+10.4% | Added |
| Credit Agricole S A | 24,100 | $2.15M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 22,680 | $2.02M | 0.00% | +22,680 | New |
| Captrust Financial Advisors | 22,174 | $1.98M | 0.00% | +4,156+23.1% | Added |
| Schonfeld Strategic Advisors LLC | 20,436 | $1.82M | 0.01% | +11,104+119.0% | Added |
| Citigroup Inc | 20,362 | $1.82M | 0.00% | +16,838+477.8% | Added |
| Atom Investors LP | 20,091 | $1.79M | 0.16% | −10,430−34.2% | Reduced |
| Aquatic Capital Management LLC | 20,083 | $1.79M | 0.06% | +10,138+101.9% | Added |
| Jain Global LLC | 19,592 | $1.75M | 0.02% | +19,592 | New |
| Centiva Capital, LP | 19,363 | $1.73M | 0.06% | −6,523−25.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,133 | $1.71M | 0.00% | −64−0.3% | Reduced |
| EntryPoint Capital, LLC | 18,303 | $1.63M | 0.40% | −5,297−22.4% | Reduced |
| Balyasny Asset Management LLC | 17,621 | $1.57M | 0.00% | +17,621 | New |
| Quantinno Capital Management LP | 17,145 | $1.53M | 0.00% | +2,670+18.4% | Added |
| Manufacturers Life Insurance Company, The | 16,900 | $1.51M | 0.00% | +1,269+8.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 15,966 | $1.42M | 0.01% | −1,361−7.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 18,037 | $1.41M | 0.47% | +18,037 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 15,376 | $1.37M | 0.00% | −188−1.2% | Reduced |
| US Bancorp | 15,208 | $1.36M | 0.00% | +544+3.7% | Added |
| State of New Jersey Common Pension Fund D | 14,648 | $1.31M | 0.00% | −15,871−52.0% | Reduced |
| Diamond Hill Capital Management Inc | 14,061 | $1.25M | 0.01% | −8,892−38.7% | Reduced |
| LPL Financial LLC | 13,716 | $1.22M | 0.00% | +6,915+101.7% | Added |
| STRS Ohio | 13,400 | $1.20M | 0.00% | −400−2.9% | Reduced |
| Two Sigma Investments, LP | 13,325 | $1.19M | 0.00% | +888+7.1% | Added |
| ExodusPoint Capital Management, LP | 13,011 | $1.16M | 0.01% | +13,011 | New |
| Vanguard Global Advisers, LLC | 12,837 | $1.15M | 0.00% | −4,237−24.8% | Reduced |
| Commonwealth Equity Services, LLC | 12,816 | $1.14M | 0.00% | −40.0% | Reduced |
| Teacher Retirement System of Texas | 12,304 | $1.10M | 0.00% | +807+7.0% | Added |
| First Trust Advisors LP | 11,959 | $1.07M | 0.00% | −16,107−57.4% | Reduced |
| Victory Capital Management Inc | 10,970 | $979.1K | 0.00% | −116,466−91.4% | Reduced |
| Integrated Quantitative Investments LLC | 10,910 | $973.7K | 0.16% | +10,910 | New |
| Legato Capital Management LLC | 10,910 | $973.7K | 0.08% | +10,910 | New |
| Dakota Wealth Management | 10,687 | $953.8K | 0.02% | +10,687 | New |
| Nisa Investment Advisors, LLC | 10,564 | $942.8K | 0.00% | +1,202+12.8% | Added |
| Sterling Capital Management LLC | 10,343 | $923.1K | 0.02% | −485−4.5% | Reduced |
| Bridgewater Associates, LP | 10,166 | $907.3K | 0.00% | +3,642+55.8% | Added |
| Moneta Group Investment Advisors LLC | 10,025 | $894.7K | 0.01% | −6−0.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,009 | $893.3K | 0.00% | −3,624−26.6% | Reduced |
| Gotham Asset Management, LLC | 9,873 | $881.2K | 0.00% | +9,873 | New |
| Brevan Howard Capital Management LP | 9,862 | $880.2K | 0.01% | +6,672+209.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,849 | $879.0K | 0.01% | +1,052+12.0% | Added |
| Canada Pension Plan Investment Board | 9,400 | $839.0K | 0.00% | +9,400 | New |
| State Board of Administration of Florida Retirement System | 9,295 | $829.6K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 9,144 | $816.1K | 0.01% | −3,901−29.9% | Reduced |
| Arizona State Retirement System | 9,135 | $815.3K | 0.00% | +27+0.3% | Added |
| Nordea Investment Management AB | 8,644 | $782.3K | 0.00% | +8,644 | New |
| Capstone Investment Advisors, LLC | 8,688 | $775.4K | 0.01% | +5,166+146.7% | Added |
| Intech Investment Management LLC | 8,229 | $734.4K | 0.01% | −245−2.9% | Reduced |
| Vanguard Investments Australia, Ltd. | 8,224 | $734.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 7,901 | $705.2K | 0.04% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7,618 | $679.9K | 0.03% | −267−3.4% | Reduced |
| KLP Kapitalforvaltning AS | 7,300 | $651.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,285 | $650.2K | 0.00% | −845−10.4% | Reduced |
| Edgestream Partners, L.P. | 7,107 | $634.3K | 0.02% | +7,107 | New |
| Aviance Capital Partners, LLC | 7,087 | $632.5K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,048 | $629.0K | 0.01% | −20−0.3% | Reduced |
| Quadrature Capital Ltd | 6,870 | $613.1K | 0.01% | −6,708−49.4% | Reduced |
| Vident Advisory, LLC | 6,684 | $596.5K | 0.00% | +6,684 | New |
| Quantedge Capital Pte Ltd | 6,600 | $589.0K | 0.45% | −2,600−28.3% | Reduced |
| Glenmede Trust Co NA | 6,403 | $571.5K | 0.00% | −1,594−19.9% | Reduced |
| Voya Investment Management LLC | 6,389 | $570.2K | 0.00% | −510,530−98.8% | Reduced |
| Fox Run Management, L.L.C. | 6,290 | $561.4K | 0.09% | −63−1.0% | Reduced |
| HSBC Holdings PLC | 6,251 | $555.8K | 0.00% | +6,251 | New |
| Barclays PLC | 6,177 | $551.3K | 0.00% | −24,027−79.5% | Reduced |
| Clean Yield Group | 5,807 | $518.3K | 0.13% | −500−7.9% | Reduced |
| Gsa Capital Partners LLP | 5,615 | $501.0K | 0.03% | +5,615 | New |
| Wealth Enhancement Advisory Services, LLC | 6,248 | $500.0K | 0.00% | +6,248 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 5,597 | $499.5K | 0.03% | −3,222−36.5% | Reduced |
| Virtu Financial LLC | 5,559 | $496.0K | 0.02% | −1,333−19.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,538 | $494.3K | 0.03% | −1,985−26.4% | Reduced |
| M&T Bank Corp | 5,450 | $486.8K | 0.00% | +1,930+54.8% | Added |
| Pictet Asset Management Holding SA | 5,372 | $479.5K | 0.00% | −599−10.0% | Reduced |
| Public Employees Retirement Association of Colorado | 5,187 | $463.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 4,968 | $443.4K | 0.00% | −799−13.9% | Reduced |
| Bridgefront Capital, LLC | 4,893 | $436.7K | 0.12% | −2,818−36.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,880 | $435.5K | 0.01% | −8,005−62.1% | Reduced |
| EP Wealth Advisors, LLC | 4,811 | $429.4K | 0.00% | +640+15.3% | Added |
| Acadian Asset Management LLC | 4,649 | $412.0K | 0.00% | +4,649 | New |
| Marex Group plc | 4,500 | $401.6K | 0.00% | +4,500 | New |
| R Squared Ltd | 4,419 | $394.4K | 0.21% | +83+1.9% | Added |
| ProShare Advisors LLC | 4,373 | $390.3K | 0.00% | −437−9.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,086 | $364.7K | 0.08% | +69+1.7% | Added |
| Ieq Capital, LLC | 3,901 | $348.2K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 3,879 | $346.2K | 0.00% | +751+24.0% | Added |
| Swiss Life Asset Management Ltd | 3,770 | $336.5K | 0.00% | +3,770 | New |
| Clearstead Advisors, LLC | 3,762 | $335.8K | 0.00% | +12+0.3% | Added |
| Truvestments Capital LLC | 3,750 | $334.7K | 0.05% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 3,713 | $331.4K | 0.06% | +69+1.9% | Added |
| Great West Life Assurance Co | 3,621 | $323.0K | 0.00% | +722+24.9% | Added |
| JustInvest LLC | 3,504 | $312.7K | 0.00% | −161−4.4% | Reduced |
| Mangrove Partners | 3,450 | $307.9K | 0.02% | +3,450 | New |
| Atomi Financial Group, Inc. | 3,387 | $302.3K | 0.01% | +5+0.1% | Added |
| Jackson Square Capital, LLC | 3,304 | $294.9K | 0.04% | +3,304 | New |
| Jump Financial, LLC | 3,200 | $285.6K | 0.00% | −5,985−65.2% | Reduced |