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 185 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	$109.34M 3,407,368 shares	0.61%	-138.24K(-3.90%)Reduced	SEC filing ↗ May 15, 2025	▾
02	VANGUARD GROUP INC CIK 102909 · View history	$105.78M 3,296,258 shares	0.00%	-31.87K(-1.00%)Reduced	SEC filing ↗ May 9, 2025	▾
03	BlackRock, Inc. CIK 2012383 · View history	$77.89M 2,427,341 shares	0.00%	-16.17K(-0.70%)Reduced	SEC filing ↗ May 2, 2025	▾
04	Conestoga Capital Advisors, LLC CIK 1163744 · View history	$63.26M 1,971,463 shares	0.95%	-15.06K(-0.80%)Reduced	SEC filing ↗ Apr 17, 2025	▾
05	Thrivent Financial for Lutherans CIK 314984 · Amended · View history	$56.44M 1,758,635 shares	0.12%	-83.19K(-4.50%)Reduced	SEC filing ↗ Aug 26, 2025	▾
06	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$48.36M 1,506,946 shares	0.01%	+68.16K(+4.70%)Added	SEC filing ↗ May 13, 2025	▾
07	Sara-Bay Financial CIK 1816444 · View history	$39.21M 1,215,181 shares	5.92%	-2.29K(-0.20%)Reduced	SEC filing ↗ Apr 11, 2025	▾
08	BROWN CAPITAL MANAGEMENT LLC CIK 885062 · View history	$37.72M 1,175,408 shares	1.14%	-355.34K(-23.20%)Reduced	SEC filing ↗ May 15, 2025	▾
09	WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history	$35.52M 1,106,921 shares	0.01%	-356.34K(-24.40%)Reduced	SEC filing ↗ May 13, 2025	▾
10	BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 313028 · View history	$31.01M 966,419 shares	0.11%	+8.44K(+0.90%)Added	SEC filing ↗ May 12, 2025	▾
11	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$27.73M 864,184 shares	0.00%	+79.67K(+10.20%)Added	SEC filing ↗ May 15, 2025	▾
12	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 1021642 · View history	$25.35M 789,915 shares	0.25%	+68.99K(+9.60%)Added	SEC filing ↗ Apr 17, 2025	▾
13	STATE STREET CORP CIK 93751 · View history	$25.10M 782,120 shares	0.00%	-8.23K(-1.00%)Reduced	SEC filing ↗ May 15, 2025	▾
14	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$24.52M 763,883 shares	0.00%	+13.41K(+1.80%)Added	SEC filing ↗ May 13, 2025	▾
15	JANUS HENDERSON GROUP PLC CIK 1274173 · View history	$22.05M 683,321 shares	0.01%	+45.62K(+7.20%)Added	SEC filing ↗ May 15, 2025	▾
16	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$18.23M 568,017 shares	0.01%	-1.15K(-0.20%)Reduced	SEC filing ↗ May 14, 2025	▾
17	NEUBERGER BERMAN GROUP LLC CIK 1465109 · Amended · View history	$15.61M 484,954 shares	0.01%	-3.95K(-0.80%)Reduced	SEC filing ↗ Oct 27, 2026	▾
18	ROYCE & ASSOCIATES LP CIK 906304 · View history	$14.04M 437,629 shares	0.15%	+2.83K(+0.70%)Added	SEC filing ↗ May 6, 2025	▾
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · Amended · View history	$13.79M 429,860 shares	0.00%	+30.96K(+7.80%)Added	SEC filing ↗ Sep 15, 2025	▾
20	Rockefeller Capital Management L.P. CIK 1739439 · View history	$13.61M 424,039 shares	0.03%	+174.30K(+69.80%)Added	SEC filing ↗ May 14, 2025	▾

Showing 20 / 185 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

185

Cancelled or null records excluded

Disclosed shares

32,427,907

Not deduplicated across managers

Disclosed value

$1.04B

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 2025

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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.