13F

Stock

Helios Technologies, Inc.

HLIO · held by 7 managers

Reported value

$52.6M

Holders

7

+0 new · −0 exited

Holders’ est. mark

$923.7K

Price effect on 2 books still in the name

Largest holder

$41.2M

BANK OF AMERICA CORP /DE/

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BANK OF AMERICA CORP /DE/789.9K$41.2MHeld
MORGAN STANLEY168.8K$8.8MHeld
BARCLAYS PLC49.2K$2.57M$923.2KAdded$373.6K
Allworth Financial LP651$33.9KHeld
Essential Partners LLC29$1.51K$488Added$644
IFP Advisors, Inc17$886Held
KBC Group NV1.33K$69Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.