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 |
|---|---|---|---|---|---|
| Boston Partners | 3,138 | $280.1K | 0.00% | −1,848−37.1% | Reduced |
| Cetera Investment Advisers | 3,106 | $277.2K | 0.00% | −312−9.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,030 | $270.4K | 0.01% | +258+9.3% | Added |
| Tower Research Capital LLC (TRC) | 2,985 | $266.4K | 0.01% | +486+19.4% | Added |
| Bayforest Capital Ltd | 2,796 | $249.5K | 0.23% | +2,796 | New |
| Amundi | 2,713 | $242.1K | 0.00% | −1,146−29.7% | Reduced |
| Mercer Global Advisors Inc | 2,706 | $241.5K | 0.00% | +2,706 | New |
| Isthmus Partners, LLC | 2,668 | $238.1K | 0.02% | +2,668 | New |
| Advisor Group Holdings, Inc. | 2,560 | $228.7K | 0.00% | −217−7.8% | Reduced |
| Marco Investment Management LLC | 2,557 | $228.2K | 0.02% | +2,557 | New |
| DRW Securities, LLC | 2,517 | $224.6K | 0.01% | +2,517 | New |
| Sanctuary Advisors, LLC | 2,515 | $224.5K | 0.00% | +2,515 | New |
| Syon Capital LLC | 2,469 | $220.4K | 0.01% | +2,469 | New |
| State of Wyoming | 2,325 | $207.5K | 0.02% | +2,325 | New |
| Mirabella Financial Services LLP | 2,287 | $204.1K | 0.02% | +2,287 | New |
| SG Americas Securities, LLC | 2,120 | $189.0K | 0.00% | −2,995−58.6% | Reduced |
| SkyView Investment Advisors, LLC | 2,000 | $179.0K | 0.14% | +2,000 | New |
| State of Alaska, Department of Revenue | 1,848 | $164.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,621 | $144.7K | 0.00% | +1,621 | New |
| Jones Financial Companies LLLP | 1,323 | $119.7K | 0.00% | −74−5.3% | Reduced |
| KBC Group NV | 1,333 | $119.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,277 | $114.0K | 0.00% | −278−17.9% | Reduced |
| Versant Capital Management, Inc | 1,077 | $96.1K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 910 | $81.2K | 0.00% | +910 | New |
| Quantbot Technologies LP | 866 | $77.3K | 0.00% | +866 | New |
| SRS Capital Advisors, Inc. | 742 | $66.2K | 0.00% | +608+453.7% | Added |
| Triumph Capital Management | 700 | $62.5K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 635 | $56.7K | 0.01% | +10+1.6% | Added |
| GWM Advisors LLC | 565 | $50.4K | 0.00% | +124+28.1% | Added |
| Farther Finance Advisors, LLC | 542 | $48.4K | 0.00% | +102+23.2% | Added |
| Signaturefd, LLC | 486 | $43.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 480 | $42.8K | 0.00% | −109−18.5% | Reduced |
| Allworth Financial LP | 450 | $40.1K | 0.00% | +133+42.0% | Added |
| The PNC Financial Services Group, Inc. | 418 | $37.3K | 0.00% | +224+115.5% | Added |
| Clear Street Markets LLC | 415 | $37.0K | 0.01% | +415 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 393 | $35.1K | 0.00% | −7−1.8% | Reduced |
| Harbour Investments, Inc. | 380 | $33.9K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 331 | $29.5K | 0.00% | +331 | New |
| EverSource Wealth Advisors, LLC | 327 | $29.2K | 0.00% | +103+46.0% | Added |
| Parallel Advisors, LLC | 325 | $29.0K | 0.00% | +269+480.4% | Added |
| Creative Financial Designs Inc | 321 | $28.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 284 | $25.3K | 0.00% | +18+6.8% | Added |
| Barrett & Company, Inc. | 250 | $22.3K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 218 | $19.5K | 0.00% | +84+62.7% | Added |
| Kemnay Advisory Services Inc. | 216 | $19.3K | 0.00% | −1,056−83.0% | Reduced |
| Institute for Wealth Management, LLC. | 207 | $18.5K | 0.00% | +207 | New |
| Pinnacle Wealth Planning Services, Inc. | 194 | $17.3K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 183 | $16.3K | 0.00% | −19,617−99.1% | Reduced |
| Huntington National Bank | 171 | $15.3K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 150 | $13.4K | 0.00% | −110−42.3% | Reduced |
| Whittier Trust Co | 160 | $13.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 132 | $11.8K | 0.01% | +132 | New |
| Caitong International Asset Management Co., Ltd | 126 | $11.2K | 0.00% | −1,241−90.8% | Reduced |
| Rothschild Investment LLC | 123 | $11.0K | 0.00% | +11+9.8% | Added |
| New York State Teachers Retirement System | 100 | $9.00K | 0.00% | +100 | New |
| SBI Securities Co., Ltd. | 100 | $8.93K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 88 | $7.85K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 78 | $6.96K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 68 | $6.08K | 0.00% | +22+47.8% | Added |
| Parkside Financial Bank & Trust | 58 | $5.18K | 0.00% | +58 | New |
| Massmutual Trust Co FSB | 54 | $4.82K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 53 | $4.73K | 0.00% | +11+26.2% | Added |
| Larson Financial Group LLC | 48 | $4.28K | 0.00% | 00.0% | Unchanged |
| 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 |
| Quarry LP | 33 | $2.94K | 0.00% | −425−92.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 32 | $2.86K | 0.00% | +32 | New |
| Essential Partners LLC | 30 | $2.68K | 0.00% | +1+3.4% | Added |
| Mather Group, LLC. | 25 | $2.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $1.52K | 0.00% | +7+70.0% | Added |
| IFP Advisors, Inc | 17 | $1.52K | 0.00% | 00.0% | Unchanged |
| 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 |
| WPG Advisers, LLC | 15 | $1.34K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 13 | $1.16K | 0.00% | +2+18.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 13 | $1.16K | 0.00% | +13 | New |
| Covestor Ltd | 8 | $1.00K | 0.00% | +6+300.0% | Added |
| Strengthening Families & Communities, LLC | 6 | $536 | 0.00% | +6 | New |
| Assetmark, Inc | 5 | $446 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4 | $373 | 0.00% | −25−86.2% | Reduced |
| JPL Wealth Management, LLC | 3 | $268 | 0.00% | +3 | New |
| Keating Financial Advisory Services, Inc. | 1 | $89 | 0.00% | +1 | New |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −693,072−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −372,352−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −176,130−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −56,546−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −52,408−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −34,730−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −18,560−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −15,430−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −10,940−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −9,359−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −7,013−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,445−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,258−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |