Institutional Ownership Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO). We have compiled data on the 217 institutions that hold shares in the stock, with a total of 33.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,325
shares
|
$232,468
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,278
shares
|
$229,942
0.0% of portfolio
|
Q3 2025
Reduced 90.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
4,240
shares
|
$227,900
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,186
shares
|
$224,997
0.06% of portfolio
|
Q4 2025
Added 6.24%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
4,172
shares
|
$224,245
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,901
shares
|
$209,678
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
3,842
shares
|
$206,507
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
3,756
shares
|
$201,885
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
3,750
shares
|
$201,562
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
2,772
shares
|
$148,995
0.0% of portfolio
|
Q3 2025
Reduced 14.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,579
shares
|
$138,621
0.0% of portfolio
|
Q3 2025
Added 69.67%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2,511
shares
|
$134,966
0.01% of portfolio
|
Q3 2025
Reduced 52.11%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,298
shares
|
$123,517
0.0% of portfolio
|
Q3 2025
Added 156.47%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,886
shares
|
$101,372
0.0% of portfolio
|
Q3 2025
Added 14.16%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
1,848
shares
|
$99,330
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
1,788
shares
|
$96,105
0.0% of portfolio
|
Q3 2025
Reduced 94.35%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,440
shares
|
$77,400
0.0% of portfolio
|
Q3 2025
Reduced 66.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,206
shares
|
$64,822
0.0% of portfolio
|
Q1 2020
Added 2.9%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
1,169
shares
|
$62,833
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,164
shares
|
$62,565
0.01% of portfolio
|
Q3 2025
Added 948.65%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,077
shares
|
$57,888
0.01% of portfolio
|
Q2 2025
Added 398.61%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
829
shares
|
$44,558
0.0% of portfolio
|
Q3 2025
Reduced 14.97%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
728
shares
|
$39,130
0.0% of portfolio
|
Q3 2025
Added 1113.33%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
657
shares
|
$35,313
0.0% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
651
shares
|
$34,991
0.0% of portfolio
|
Q3 2025
Added 25.92%
|
|