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Helios Technologies Inc (HLIO)

CUSIP: 42328H109 | NYSE | Industrials · Specialty Industrial Machinery | Mid Cap | 575 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,518,477
0.0% of portfolio›$103.1M
Sara-Bay Financial1,144,984
20.3% of portfolio›$77.8M
Thrivent Financial for Lutherans914,199
0.2% of portfolio›$62.1M
Conestoga Capital Advisors, LLC837,738
1.7% of portfolio›$56.9M
Allspring Global Investments Holdings, LLC240,880
0.0% of portfolio›$16.6M
MacKenzie Financial Corp225,007
0.0% of portfolio›$15.3M
Leeward Investments, LLC - MA197,207
0.7% of portfolio›$13.4M
Bank of New York Mellon Corp157,232
0.0% of portfolio›$10.7M
Congress Asset Management Co152,142
0.1% of portfolio›$10.3M
Fifth Third Bancorp105,478
0.0% of portfolio›$7.2M
Citigroup Inc80,676
0.0% of portfolio›$5.5M
Principal Financial Group Inc63,944
0.0% of portfolio›$4.3M
King Luther Capital Management Corp61,888
0.0% of portfolio›$4.2M
Creative Planning51,096
0.0% of portfolio›$3.5M
GHP Investment Advisors, Inc.45,432
0.1% of portfolio›$3.1M
Granite Investment Partners, LLC43,631
0.2% of portfolio›$3.0M
Knights of Columbus Asset Advisors LLC38,417
0.1% of portfolio›$2.6M
Pinnacle Associates LTD29,626
0.0% of portfolio›$2.0M
Harbor Capital Advisors, Inc.27,949
0.3% of portfolio›$1.9M
Virginia Retirement Systems ET Al25,100
0.0% of portfolio›$1.7M
Strs Ohio19,200
0.0% of portfolio›$1.3M
Jackson Creek Investment Advisors LLC18,018
0.9% of portfolio›$1.2M
State of New Jersey Common Pension Fund D15,370
0.0% of portfolio›$1.0M
CenterBook Partners LP13,645
0.0% of portfolio›$926.8K
Commonwealth Equity Services, LLC12,182
0.0% of portfolio›$827.4K
Nisa Investment Advisors, LLC12,158
0.0% of portfolio›$825.8K
US Bancorp \de\11,092
0.0% of portfolio›$753.4K
Inspire Investing, LLC9,389
0.0% of portfolio›$637.7K
Arizona State Retirement System9,311
0.0% of portfolio›$632.4K
Wealth Enhancement Advisory Services, LLC7,726
0.0% of portfolio›$525.0K
Aviance Capital Partners, LLC7,087
0.0% of portfolio›$481.3K
Clean Yield Group5,807
0.1% of portfolio›$394.4K
Elevation Point Wealth Partners, LLC5,609
0.0% of portfolio›$381.0K
Pinnacle Wealth Management Advisory Group, LLC5,510
0.0% of portfolio›$374.2K
Pictet Asset Management Holding SA5,372
0.0% of portfolio›$364.9K
Contravisory Investment Management, Inc.4,754
0.1% of portfolio›$322.9K
111 Capital4,375
0.0% of portfolio›$297.2K
ProShare Advisors LLC4,192
0.0% of portfolio›$284.7K
Compound Planning, Inc.3,994
0.0% of portfolio›$271.3K
Xponance LLC3,802
0.0% of portfolio›$258.2K
Swiss Life Asset Management Ltd3,770
0.0% of portfolio›$256.1K
Fifth Third Wealth Advisors LLC3,681
0.0% of portfolio›$250.0K
Caitong International Asset Management Co., Ltd2,883
0.0% of portfolio›$195.8K
State of Alaska, Department of Revenue1,538
0.0% of portfolio›$104
KBC Group NV1,333
0.0% of portfolio›$91.0K
Versant Capital Management, Inc1,199
0.0% of portfolio›$81.4K
Farther Finance Advisors, LLC1,134
0.0% of portfolio›$77.0K
Bayforest Capital Ltd988
0.1% of portfolio›$67.1K
Triumph Capital Management700
0.0% of portfolio›$47.5K
Sterling Capital Management LLC698
0.0% of portfolio›$47.4K
Signaturefd, LLC486
0.0% of portfolio›$33.0K
State of Wyoming390
0.0% of portfolio›$26.5K
Parallel Advisors, LLC356
0.0% of portfolio›$24.2K
Gamma Investing LLC334
0.0% of portfolio›$22.7K
Creative Financial Designs Inc321
0.0% of portfolio›$21.8K
EverSource Wealth Advisors, LLC259
0.0% of portfolio›$17.6K
Barrett & Company, Inc.250
0.0% of portfolio›$17.0K
Pinnacle Wealth Planning Services, Inc.194
0.0% of portfolio›$13.2K
Salomon & Ludwin, LLC150
0.0% of portfolio›$10.2K
Root Financial Partners, LLC147
0.0% of portfolio›$10.0K
SBI Securities Co., Ltd.100
0.0% of portfolio›$6.8K
New York State Teachers Retirement System100
0.0% of portfolio›$7
Mitsubishi UFJ Asset Management Co., Ltd.88
0.0% of portfolio›$6.0K
Physician Wealth Advisors, Inc.69
0.0% of portfolio›$4.7K
SJS Investment Consulting Inc.59
0.0% of portfolio›$4.0K
MassMutual Private Wealth & Trust, FSB54
0.0% of portfolio›$3.7K
Larson Financial Group LLC54
0.0% of portfolio›$3.7K
Clark Wealth Partners37
0.0% of portfolio›$2.5K
Bare Financial Services, Inc36
0.0% of portfolio›$2.4K
Fortitude Family Office, LLC36
0.0% of portfolio›$2.4K
Ascentis Wealth Management, LLC34
0.0% of portfolio›$2.3K
Essential Partners LLC30
0.0% of portfolio›$2.0K
Mowery & Schoenfeld Wealth Management, LLC29
0.0% of portfolio›$2.0K
Provenance Wealth Advisors, LLC26
0.0% of portfolio›$1.8K
Mather Group, Llc.25
0.0% of portfolio›$1.7K
Private Wealth Management Group, LLC19
0.0% of portfolio›$1.3K
IFP Advisors, Inc17
0.0% of portfolio›$1.2K
Bell Investment Advisors, Inc17
0.0% of portfolio›$1.2K
True Wealth Design, LLC16
0.0% of portfolio›$1.1K
WPG Advisers, LLC15
0.0% of portfolio›$1.0K
Hughes Financial Services, LLC14
0.0% of portfolio›$956
Silver Grove Financial Group, Inc.8
0.0% of portfolio›$543
Burk Holdings LLC7
0.0% of portfolio›$475
Covestor Ltd5
0.0% of portfolio›$0
Assetmark, Inc5
0.0% of portfolio›$340
Cullen T Bankers, Inc.0
0.0% of portfolio›$2
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,518,477$103.1M0.0%IndexLowAustin, TX2026-11-04
Sara-Bay Financial
1,144,984$77.8M20.3%MomentumLowSarasota, FL2026-10-21
Thrivent Financial for Lutherans
914,199$62.1M0.2%GARPMediumMinneapolis, MN2026-11-05
Conestoga Capital Advisors, LLC
837,738$56.9M1.7%CoreLowWayne, PA2026-11-02
Allspring Global Investments Holdings, LLC
240,880$16.6M0.0%CoreMediumCharlotte, NC2026-11-04
MacKenzie Financial Corp
225,007$15.3M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Leeward Investments, LLC - MA
197,207$13.4M0.7%Deep ValueLowBoston, MA2026-10-23
Bank of New York Mellon Corp
157,232$10.7M0.0%CoreLowNew York, NY2026-11-05
Congress Asset Management Co
152,142$10.3M0.1%GrowthMediumBoston, MA2026-10-06
Fifth Third Bancorp
105,478$7.2M0.0%IndexVery LowCincinnati, OH2026-11-05
Citigroup Inc
80,676$5.5M0.0%CoreMediumNew York, NY2026-11-04
Principal Financial Group Inc
63,944$4.3M0.0%CoreLowDes Moines, IA2026-11-02
King Luther Capital Management Corp
61,888$4.2M0.0%CoreLowFort Worth, TX2026-11-05
Creative Planning
51,096$3.5M0.0%IndexVery LowOverland Park, KS2026-11-02
GHP Investment Advisors, Inc.
45,432$3.1M0.1%CoreVery LowDenver, CO2026-10-15
Granite Investment Partners, LLC
43,631$3.0M0.2%CoreMediumEl Segundo, CA2026-11-04
Knights of Columbus Asset Advisors LLC
38,417$2.6M0.1%CoreMediumNew Haven, CT2026-11-05
Pinnacle Associates LTD
29,626$2.0M0.0%CoreLowNew York, NY2026-10-20
Harbor Capital Advisors, Inc.
27,949$1.9M0.3%ValueHighChicago, IL2026-10-22
Virginia Retirement Systems ET Al
25,100$1.7M0.0%CoreMediumRichmond, VA2026-10-28
Strs Ohio
19,200$1.3M0.0%CoreMediumColumbus, OH2026-10-30
Jackson Creek Investment Advisors LLC
18,018$1.2M0.9%ValueVery HighCastle Rock, CO2026-11-04
State of New Jersey Common Pension Fund D
15,370$1.0M0.0%CoreLowTrenton, NJ2026-11-05
CenterBook Partners LP
13,645$926.8K0.0%ValueVery HighGreenwich, CT2026-11-02
Commonwealth Equity Services, LLC
12,182$827.4K0.0%ETFLowWaltham, MA2026-11-02
Nisa Investment Advisors, LLC
12,158$825.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
US Bancorp \de\
11,092$753.4K0.0%IndexLowMinneapolis, MN2026-11-05
Inspire Investing, LLC
9,389$637.7K0.0%GARPHighMeridian, ID2026-10-22
Arizona State Retirement System
9,311$632.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Wealth Enhancement Advisory Services, LLC
7,726$525.0K0.0%CoreLowPlymouth, MN2026-10-13
Aviance Capital Partners, LLC
7,087$481.3K0.0%CoreLowNaples, FL2026-10-29
Clean Yield Group
5,807$394.4K0.1%CoreLowNorwich, VT2026-10-28
Elevation Point Wealth Partners, LLC
5,609$381.0K0.0%CoreHighDenver, CO2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
5,510$374.2K0.0%GrowthLowRed Bank, NJ2026-10-23
Pictet Asset Management Holding SA
5,372$364.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Contravisory Investment Management, Inc.
4,754$322.9K0.1%MomentumHighNorwell, MA2026-10-13
111 Capital
4,375$297.2K0.0%CoreVery HighParis, India2026-11-03
ProShare Advisors LLC
4,192$284.7K0.0%GrowthLowBethesda, MD2026-10-29
Compound Planning, Inc.
3,994$271.3K0.0%CoreLowNew York, NY2026-11-05
Xponance LLC
3,802$258.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Swiss Life Asset Management Ltd
3,770$256.1K0.0%CoreLowZurich, Switzerland2026-11-03
Fifth Third Wealth Advisors LLC
3,681$250.0K0.0%IndexVery LowCincinnati, OH2026-10-22
Caitong International Asset Management Co., Ltd
2,883$195.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
State of Alaska, Department of Revenue
1,538$1040.0%CoreVery LowJuneau, AK2026-10-15
KBC Group NV
1,333$91.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Versant Capital Management, Inc
1,199$81.4K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
1,134$77.0K0.0%IndexLowSan Francisco, CA2026-10-08
Bayforest Capital Ltd
988$67.1K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Triumph Capital Management
700$47.5K0.0%ETFMediumDenver, CO2026-10-14
Sterling Capital Management LLC
698$47.4K0.0%GARPMediumCharlotte, NC2026-10-22
Signaturefd, LLC
486$33.0K0.0%IndexLowAtlanta, GA2026-10-23
State of Wyoming
390$26.5K0.0%ValueHighCheyenne, WY2026-10-28
Parallel Advisors, LLC
356$24.2K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
334$22.7K0.0%IndexVery LowFoster City, CA2026-10-08
Creative Financial Designs Inc
321$21.8K0.0%ETFMediumKokomo, IN2026-11-04
EverSource Wealth Advisors, LLC
259$17.6K0.0%CoreMediumBirmingham, AL2026-11-04
Barrett & Company, Inc.
250$17.0K0.0%ETFLowProvidence, RI2026-10-22
Pinnacle Wealth Planning Services, Inc.
194$13.2K0.0%GARPLowMansfield, OH2026-10-27
Salomon & Ludwin, LLC
150$10.2K0.0%ETFVery LowRichmond, VA2026-10-29
Root Financial Partners, LLC
147$10.0K0.0%ETFMediumEncinitas, CA2026-10-21
SBI Securities Co., Ltd.
100$6.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
New York State Teachers Retirement System
100$70.0%CoreVery LowAlbany, NY2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
88$6.0K0.0%IndexVery LowTokyo, Mexico2026-11-05
Physician Wealth Advisors, Inc.
69$4.7K0.0%ETFMediumMidvale, UT2026-10-20
SJS Investment Consulting Inc.
59$4.0K0.0%ETFVery LowSylvania, OH2026-10-26
MassMutual Private Wealth & Trust, FSB
54$3.7K0.0%CoreLowSpringfield, MA2026-10-05
Larson Financial Group LLC
54$3.7K0.0%GrowthLowSt Louis, MO2026-11-05
Clark Wealth Partners
37$2.5K0.0%ETFVery LowO'Fallon, IL2026-10-19
Bare Financial Services, Inc
36$2.4K0.0%ETFVery LowGap, PA2026-11-04
Fortitude Family Office, LLC
36$2.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Ascentis Wealth Management, LLC
34$2.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Essential Partners LLC
30$2.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
29$2.0K0.0%GrowthMediumLincolnshire, IL2026-10-28
Provenance Wealth Advisors, LLC
26$1.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Mather Group, Llc.
25$1.7K0.0%ETFMediumChicago, IL2026-10-14
Private Wealth Management Group, LLC
19$1.3K0.0%ETFLowPrinceton, NJ2026-10-19
IFP Advisors, Inc
17$1.2K0.0%GrowthLowTampa, FL2026-10-16
Bell Investment Advisors, Inc
17$1.2K0.0%ETFVery LowOrinda, CA2026-10-29
True Wealth Design, LLC
16$1.1K0.0%ETFMediumAkron, OH2026-10-13
WPG Advisers, LLC
15$1.0K0.0%CoreLowBaltimore, MD2026-10-27
Hughes Financial Services, LLC
14$9560.0%ETFLowHerndon, VA2026-10-30
Silver Grove Financial Group, Inc.
8$5430.0%CoreMediumOrchard Park, NY2026-11-05
Burk Holdings LLC
7$4750.0%ETFVery LowTulsa, OK2026-11-05
Covestor Ltd
5$00.0%ValueHighLondon, United Kingdom2026-10-30
Assetmark, Inc
5$3400.0%ETFLowConcord, CA2026-10-21
Cullen T Bankers, Inc.
0$20.0%GrowthLowSan Antonio, TX2026-10-28