HELIOS TECHNOLOGIES, INC. HLIO
CIK 0001024795 · CUSIP 42328H109
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | WASATCH ADVISORS LP CIK 814133 · View history | $169.01M 3,543,128 shares | 0.83% | -643.83K(-15.40%)Reduced | SEC filing ↗ Nov 14, 2024 | ▾ |
| 02 | VANGUARD GROUP INC CIK 102909 · View history | $158.13M 3,315,068 shares | 0.00% | +82.60K(+2.60%)Added | SEC filing ↗ Nov 13, 2024 | ▾ |
| 03 | BlackRock, Inc. CIK 2012383 · View history | $116.50M 2,442,446 shares | 0.00% | — | SEC filing ↗ Nov 13, 2024 | ▾ |
| 04 | WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history | $96.48M 2,022,724 shares | 0.02% | -871.82K(-30.10%)Reduced | SEC filing ↗ Nov 14, 2024 | ▾ |
| 05 | Thrivent Financial for Lutherans CIK 314984 · View history | $86.82M 1,820,140 shares | 0.16% | +428.11K(+30.80%)Added | SEC filing ↗ Nov 7, 2024 | ▾ |
| 06 | BROWN CAPITAL MANAGEMENT LLC CIK 885062 · View history | $86.50M 1,813,404 shares | 1.86% | -169.37K(-8.50%)Reduced | SEC filing ↗ Nov 12, 2024 | ▾ |
| 07 | Conestoga Capital Advisors, LLC CIK 1163744 · View history | $82.06M 1,720,401 shares | 1.11% | -287.88K(-14.30%)Reduced | SEC filing ↗ Oct 28, 2024 | ▾ |
| 08 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $64.85M 1,359,608 shares | 0.02% | +75.18K(+5.90%)Added | SEC filing ↗ Nov 7, 2024 | ▾ |
| 09 | BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 313028 · View history | $47.66M 999,115 shares | 0.16% | +100.70K(+11.20%)Added | SEC filing ↗ Nov 13, 2024 | ▾ |
| 10 | Sara-Bay Financial CIK 1816444 · View history | $46.29M 970,379 shares | 7.87% | -1.07K(-0.10%)Reduced | SEC filing ↗ Oct 7, 2024 | ▾ |
| 11 | BANK OF AMERICA CORP /DE/ CIK 70858 · Amended · View history | $37.75M 791,322 shares | 0.00% | +164.34K(+26.20%)Added | SEC filing ↗ Nov 14, 2024 | ▾ |
| 12 | STATE STREET CORP CIK 93751 · View history | $36.91M 773,777 shares | 0.00% | +4.70K(+0.60%)Added | SEC filing ↗ Nov 14, 2024 | ▾ |
| 13 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $35.90M 752,544 shares | 0.00% | +7.87K(+1.10%)Added | SEC filing ↗ Nov 12, 2024 | ▾ |
| 14 | JANUS HENDERSON GROUP PLC CIK 1274173 · View history | $30.15M 632,019 shares | 0.02% | -95.94K(-13.20%)Reduced | SEC filing ↗ Nov 14, 2024 | ▾ |
| 15 | T. Rowe Price Investment Management, Inc. CIK 1897612 · View history | $27.04M 566,914 shares | 0.02% | +95.11K(+20.20%)Added | SEC filing ↗ Nov 14, 2024 | ▾ |
| 16 | NEUBERGER BERMAN GROUP LLC CIK 1465109 · View history | $22.84M 479,134 shares | 0.02% | +155.79K(+48.20%)Added | SEC filing ↗ Nov 14, 2024 | ▾ |
| 17 | Bank of New York Mellon Corp CIK 1390777 · View history | $20.91M 438,431 shares | 0.00% | -25.23K(-5.40%)Reduced | SEC filing ↗ Nov 12, 2024 | ▾ |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND CIK 810265 · Amended · View history | $18.76M 393,323 shares | 0.03% | -27.75K(-6.60%)Reduced | SEC filing ↗ Oct 8, 2025 | ▾ |
| 19 | ROYCE & ASSOCIATES LP CIK 906304 · View history | $18.54M 388,659 shares | 0.17% | +98.90K(+34.10%)Added | SEC filing ↗ Nov 6, 2024 | ▾ |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history | $17.41M 364,984 shares | 0.00% | +38.31K(+11.70%)Added | SEC filing ↗ Nov 12, 2024 | ▾ |
Showing 20 / 178 institutions. The complete set is available through the API.
Coverage & totals by quarter
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