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 174 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	$199.93M 4,186,962 shares	1.07%	+17.23K(+0.40%)Added	SEC filing ↗ Aug 14, 2024	▾
02	VANGUARD GROUP INC CIK 102909 · View history	$154.35M 3,232,470 shares	0.00%	-11.34K(-0.30%)Reduced	SEC filing ↗ Aug 13, 2024	▾
03	WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history	$138.21M 2,894,548 shares	0.02%	-383.99K(-11.70%)Reduced	SEC filing ↗ Aug 14, 2024	▾
04	BlackRock Inc. CIK 1364742 · View history	$113.45M 2,375,876 shares	0.00%	+56.38K(+2.40%)Added	SEC filing ↗ Aug 13, 2024	▾
05	Conestoga Capital Advisors, LLC CIK 1163744 · View history	$95.90M 2,008,286 shares	1.44%	-2.13K(-0.10%)Reduced	SEC filing ↗ Jul 26, 2024	▾
06	BROWN CAPITAL MANAGEMENT LLC CIK 885062 · View history	$94.68M 1,982,770 shares	1.91%	-267.52K(-11.90%)Reduced	SEC filing ↗ Aug 12, 2024	▾
07	Thrivent Financial for Lutherans CIK 314984 · View history	$66.47M 1,392,030 shares	0.13%	-17.71K(-1.30%)Reduced	SEC filing ↗ Aug 13, 2024	▾
08	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$61.33M 1,284,429 shares	0.02%	+54.20K(+4.40%)Added	SEC filing ↗ Aug 9, 2024	▾
09	Sara-Bay Financial CIK 1816444 · View history	$46.39M 971,448 shares	18.82%	-9.75K(-1.00%)Reduced	SEC filing ↗ Jul 19, 2024	▾
10	BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 313028 · View history	$42.90M 898,419 shares	0.15%	+898.42KNew	SEC filing ↗ Aug 13, 2024	▾
11	STATE STREET CORP CIK 93751 · View history	$36.72M 769,078 shares	0.00%	+24.58K(+3.30%)Added	SEC filing ↗ Aug 14, 2024	▾
12	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$35.57M 744,673 shares	0.00%	+30.01K(+4.20%)Added	SEC filing ↗ Aug 9, 2024	▾
13	JANUS HENDERSON GROUP PLC CIK 1274173 · View history	$34.76M 727,961 shares	0.02%	+713.98K(+5,108.30%)Added	SEC filing ↗ Aug 14, 2024	▾
14	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$29.94M 626,980 shares	0.00%	-31.54K(-4.80%)Reduced	SEC filing ↗ Aug 14, 2024	▾
15	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$22.53M 471,805 shares	0.01%	-446.25K(-48.60%)Reduced	SEC filing ↗ Aug 14, 2024	▾
16	Bank of New York Mellon Corp CIK 1390777 · View history	$22.14M 463,657 shares	0.00%	+90.81K(+24.40%)Added	SEC filing ↗ Jul 25, 2024	▾
17	NEW YORK STATE COMMON RETIREMENT FUND CIK 810265 · Amended · View history	$20.11M 421,078 shares	0.03%	+8(0.00%)Added	SEC filing ↗ Oct 8, 2025	▾
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · Amended · View history	$15.60M 326,677 shares	0.00%	+31.11K(+10.50%)Added	SEC filing ↗ Aug 12, 2024	▾
19	NEUBERGER BERMAN GROUP LLC CIK 1465109 · Amended · View history	$15.44M 323,346 shares	0.01%	+291.50K(+915.20%)Added	SEC filing ↗ Nov 14, 2024	▾
20	IAT REINSURANCE CO LTD. CIK 1633625 · View history	$14.32M 300,000 shares	3.02%	0(0.00%)Unchanged	SEC filing ↗ Aug 2, 2024	▾

Showing 20 / 174 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

174

Cancelled or null records excluded

Disclosed shares

31,838,213

Not deduplicated across managers

Disclosed value

$1.52B

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. · Q2 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.