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HLIO

HLIO

Helios Technologies, Inc.• Industrials

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
42
Partial Q3 2026
Total 13F value
$114.1M
Filed positions so far
New positions
4
This quarter
Sold positions
11
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Sara-Bay Financial

$77.8M1.14M20.28%-0.1%

Leeward Investments, Llc - Ma

$13.4M197.2K0.68%-5.7%

Congress Asset Management Co

$10.3M152.1K0.07%+21.5%

Ghp Investment Advisors, Inc.

$3.1M45.4K0.12%+2.3%

Pinnacle Associates Ltd

$2M29.6K0.02%+3.0%

Harbor Capital Advisors, Inc.

$1.9M27.9K0.13%+10.3%

Virginia Retirement Systems Et Al

$1.7M25.1K0.01%-16.3%

Nisa Investment Advisors, Llc

$826K12.2K0.00%+15.1%

Inspire Investing, Llc

$638K9.4K0.03%+23.3%

Wealth Enhancement Advisory Services, Llc

$525K7.7K0.00%+23.7%

Clean Yield Group

$394K5.8K0.10%Unchanged

Pinnacle Wealth Management Advisory Group, Llc

$374K5.5K0.02%-1.6%

Contravisory Investment Management, Inc.

$323K4.8K0.06%+28.0%

Fifth Third Wealth Advisors Llc

$250K3.7K0.01%New Position

State Of Alaska, Department Of Revenue

$104K1.5K0.00%-16.8%

Kbc Group Nv

$91K1.3K0.00%Unchanged

Versant Capital Management, Inc

$81K1.2K0.01%+11.3%

Farther Finance Advisors, Llc

$77K1.1K0.00%+109.2%

Triumph Capital Management

$48K7000.01%Unchanged

Sterling Capital Management Llc

$47K6980.00%-93.3%

Signaturefd, Llc

$33K4860.00%Unchanged

State Of Wyoming

$26K3900.00%-83.2%

Gamma Investing Llc

$23K3340.00%+17.6%

Barrett & Company, Inc.

$17K2500.00%Unchanged

Pinnacle Wealth Planning Services, Inc.

$13K1940.00%Unchanged

Root Financial Partners, Llc

$10K1470.00%New Position

New York State Teachers Retirement System

$7K1000.00%Unchanged

Sbi Securities Co., Ltd.

$7K1000.00%Unchanged

Physician Wealth Advisors, Inc.

$5K690.00%+30.2%

Sjs Investment Consulting Inc.

$4K590.00%+353.9%

Massmutual Private Wealth & Trust, Fsb

$4K540.00%Unchanged

Clark Wealth Partners

$3K370.00%New Position

Fortitude Family Office, Llc

$2K360.00%Unchanged

Essential Partners Llc

$2K300.00%Unchanged

Mowery & Schoenfeld Wealth Management, Llc

$2K290.00%New Position

Mather Group, Llc.

$2K250.00%Unchanged

Private Wealth Management Group, Llc

$1K190.00%Unchanged

Ifp Advisors, Inc

$1K170.00%Unchanged

True Wealth Design, Llc

$1K160.00%Unchanged

Wpg Advisers, Llc

$1K150.00%Unchanged

Assetmark, Inc

$34050.00%Unchanged

Cullen/Frost Bankers, Inc.

$200.00%-100.0%

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