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	$158.28M 3,545,604 shares	0.78%	+2.48K(+0.10%)Added	SEC filing ↗ Feb 13, 2025	▾
02	VANGUARD GROUP INC CIK 102909 · View history	$148.57M 3,328,127 shares	0.00%	+13.06K(+0.40%)Added	SEC filing ↗ Feb 11, 2025	▾
03	BlackRock, Inc. CIK 2012383 · View history	$109.08M 2,443,507 shares	0.00%	+1.06K(0.00%)Added	SEC filing ↗ Feb 7, 2025	▾
04	Conestoga Capital Advisors, LLC CIK 1163744 · View history	$88.68M 1,986,528 shares	1.18%	+266.13K(+15.50%)Added	SEC filing ↗ Jan 24, 2025	▾
05	Thrivent Financial for Lutherans CIK 314984 · View history	$82.22M 1,841,823 shares	0.16%	+21.68K(+1.20%)Added	SEC filing ↗ Feb 10, 2025	▾
06	BROWN CAPITAL MANAGEMENT LLC CIK 885062 · View history	$68.33M 1,530,748 shares	1.58%	-282.66K(-15.60%)Reduced	SEC filing ↗ Feb 14, 2025	▾
07	WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · Amended · View history	$65.32M 1,463,265 shares	0.01%	-559.46K(-27.70%)Reduced	SEC filing ↗ Feb 12, 2025	▾
08	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$64.23M 1,438,786 shares	0.02%	+79.18K(+5.80%)Added	SEC filing ↗ Feb 13, 2025	▾
09	Sara-Bay Financial CIK 1816444 · View history	$54.08M 1,217,467 shares	8.70%	+247.09K(+25.50%)Added	SEC filing ↗ Jan 15, 2025	▾
10	BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 313028 · Amended · View history	$42.76M 957,983 shares	0.15%	-41.13K(-4.10%)Reduced	SEC filing ↗ Feb 18, 2025	▾
11	STATE STREET CORP CIK 93751 · View history	$35.28M 790,351 shares	0.00%	+16.57K(+2.10%)Added	SEC filing ↗ Feb 14, 2025	▾
12	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$35.02M 784,509 shares	0.00%	-6.81K(-0.90%)Reduced	SEC filing ↗ Feb 14, 2025	▾
13	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$33.51M 750,472 shares	0.00%	-2.07K(-0.30%)Reduced	SEC filing ↗ Feb 12, 2025	▾
14	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 1021642 · View history	$32.18M 720,925 shares	0.30%	+708.72K(+5,804.40%)Added	SEC filing ↗ Jan 28, 2025	▾
15	JANUS HENDERSON GROUP PLC CIK 1274173 · View history	$28.47M 637,703 shares	0.01%	+5.68K(+0.90%)Added	SEC filing ↗ Feb 14, 2025	▾
16	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$25.41M 569,169 shares	0.02%	+2.25K(+0.40%)Added	SEC filing ↗ Feb 14, 2025	▾
17	Bank of New York Mellon Corp CIK 1390777 · View history	$23.19M 519,531 shares	0.00%	+81.10K(+18.50%)Added	SEC filing ↗ Feb 4, 2025	▾
18	NEUBERGER BERMAN GROUP LLC CIK 1465109 · View history	$21.82M 488,900 shares	0.02%	+9.77K(+2.00%)Added	SEC filing ↗ Feb 13, 2025	▾
19	VOYA INVESTMENT MANAGEMENT LLC CIK 1068837 · Amended · View history	$20.11M 450,429 shares	0.02%	+90.36K(+25.10%)Added	SEC filing ↗ Feb 14, 2025	▾
20	ROYCE & ASSOCIATES LP CIK 906304 · View history	$19.41M 434,799 shares	0.18%	+46.14K(+11.90%)Added	SEC filing ↗ Feb 10, 2025	▾

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

32,743,337

Not deduplicated across managers

Disclosed value

$1.46B

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. · Q4 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.