Company · Ownership research

HELIOS TECHNOLOGIES, INC. HLIO

CIK 0001024795 · CUSIP 42328H109

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 42328H109 (HLIO), not CUSIP 42328H909 (HLIO), and does not merge CUSIPs.

This page lists the top 20 of 181 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	WASATCH ADVISORS LP CIK 814133 · View history	$186.35M 4,169,735 shares	0.97%	+334.61K(+8.70%)Added	SEC filing ↗ Apr 18, 2024	▾
02	WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history	$146.52M 3,278,538 shares	0.03%	+754.50K(+29.90%)Added	SEC filing ↗ May 15, 2024	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$144.97M 3,243,814 shares	0.00%	+24.98K(+0.80%)Added	SEC filing ↗ May 10, 2024	▾
04	BlackRock Inc. CIK 1364742 · View history	$103.66M 2,319,493 shares	0.00%	-78.57K(-3.30%)Reduced	SEC filing ↗ May 10, 2024	▾
05	BROWN CAPITAL MANAGEMENT LLC CIK 885062 · View history	$100.57M 2,250,288 shares	1.78%	-863.86K(-27.70%)Reduced	SEC filing ↗ May 15, 2024	▾
06	Conestoga Capital Advisors, LLC CIK 1163744 · View history	$89.85M 2,010,417 shares	1.30%	+2.66K(+0.10%)Added	SEC filing ↗ Apr 26, 2024	▾
07	Thrivent Financial for Lutherans CIK 314984 · View history	$63.00M 1,409,738 shares	0.13%	+56.36K(+4.20%)Added	SEC filing ↗ May 14, 2024	▾
08	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$54.98M 1,230,224 shares	0.01%	+31.41K(+2.60%)Added	SEC filing ↗ May 10, 2024	▾
09	Sara-Bay Financial CIK 1816444 · View history	$43.22M 981,197 shares	19.39%	-2.81K(-0.30%)Reduced	SEC filing ↗ Apr 16, 2024	▾
10	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$41.03M 918,052 shares	0.03%	-1.19M(-56.40%)Reduced	SEC filing ↗ May 15, 2024	▾
11	STATE STREET CORP CIK 93751 · View history	$33.27M 744,496 shares	0.00%	+7.82K(+1.10%)Added	SEC filing ↗ May 15, 2024	▾
12	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$31.94M 714,665 shares	0.00%	+20.57K(+3.00%)Added	SEC filing ↗ May 13, 2024	▾
13	BANK OF AMERICA CORP /DE/ CIK 70858 · Amended · View history	$29.43M 658,519 shares	0.00%	+208.71K(+46.40%)Added	SEC filing ↗ May 15, 2024	▾
14	NEW YORK STATE COMMON RETIREMENT FUND CIK 810265 · Amended · View history	$18.82M 421,070 shares	0.02%	-14(0.00%)Reduced	SEC filing ↗ Oct 8, 2025	▾
15	Bank of New York Mellon Corp CIK 1390777 · View history	$16.66M 372,851 shares	0.00%	+101.07K(+37.20%)Added	SEC filing ↗ Apr 25, 2024	▾
16	NORTHERN TRUST CORP CIK 73124 · View history	$13.74M 307,386 shares	0.00%	-9.09K(-2.90%)Reduced	SEC filing ↗ May 14, 2024	▾
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$13.21M 295,565 shares	0.00%	+36.58K(+14.10%)Added	SEC filing ↗ May 9, 2024	▾
18	ROYCE & ASSOCIATES LP CIK 906304 · View history	$13.18M 294,824 shares	0.12%	+3.76K(+1.30%)Added	SEC filing ↗ May 13, 2024	▾
19	Ceredex Value Advisors LLC CIK 1738726 · View history	$13.10M 293,241 shares	0.23%	+5.12K(+1.80%)Added	SEC filing ↗ Apr 30, 2024	▾
20	NORGES BANK CIK 1374170 · Amended · View history	$8.87M 198,462 shares	0.00%	-41.53K(-17.30%)Reduced	SEC filing ↗ May 14, 2024	▾

Showing 20 / 181 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

181

Cancelled or null records excluded

Disclosed shares

31,021,640

Not deduplicated across managers

Disclosed value

$1.38B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

HELIOS TECHNOLOGIES, INC. · Q1 2024

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.