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 188 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	VANGUARD GROUP INC CIK 102909 · View history	$109.15M 3,271,027 shares	0.00%	-25.23K(-0.80%)Reduced	SEC filing ↗ Aug 11, 2025	▾
02	BlackRock, Inc. CIK 2012383 · View history	$83.03M 2,488,084 shares	0.00%	+60.74K(+2.50%)Added	SEC filing ↗ Aug 12, 2025	▾
03	Conestoga Capital Advisors, LLC CIK 1163744 · View history	$65.22M 1,954,386 shares	0.96%	-17.08K(-0.90%)Reduced	SEC filing ↗ Jul 30, 2025	▾
04	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$52.44M 1,571,590 shares	0.01%	+64.64K(+4.30%)Added	SEC filing ↗ Aug 12, 2025	▾
05	Thrivent Financial for Lutherans CIK 314984 · Amended · View history	$47.33M 1,418,312 shares	0.10%	-340.32K(-19.40%)Reduced	SEC filing ↗ Aug 26, 2025	▾
06	BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 313028 · View history	$42.15M 1,263,213 shares	0.14%	+296.79K(+30.70%)Added	SEC filing ↗ Aug 12, 2025	▾
07	WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history	$40.56M 1,215,523 shares	0.01%	+108.60K(+9.80%)Added	SEC filing ↗ Aug 14, 2025	▾
08	Sara-Bay Financial CIK 1816444 · View history	$40.52M 1,214,181 shares	14.50%	-1.00K(-0.10%)Reduced	SEC filing ↗ Jul 15, 2025	▾
09	DEPRINCE RACE & ZOLLO INC CIK 1008894 · View history	$33.72M 1,010,442 shares	0.70%	+1.01MNew	SEC filing ↗ Aug 14, 2025	▾
10	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$31.11M 932,366 shares	0.00%	+68.18K(+7.90%)Added	SEC filing ↗ Aug 14, 2025	▾
11	WASATCH ADVISORS LP CIK 814133 · View history	$27.07M 811,144 shares	0.14%	-2.60M(-76.20%)Reduced	SEC filing ↗ Aug 14, 2025	▾
12	STATE STREET CORP CIK 93751 · View history	$26.83M 803,950 shares	0.00%	+21.83K(+2.80%)Added	SEC filing ↗ Aug 14, 2025	▾
13	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$26.37M 789,981 shares	0.00%	+26.10K(+3.40%)Added	SEC filing ↗ Aug 8, 2025	▾
14	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$24.17M 724,184 shares	0.02%	+156.17K(+27.50%)Added	SEC filing ↗ Aug 14, 2025	▾
15	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 1644956 · View history	$21.04M 630,387 shares	0.06%	+630.39KNew	SEC filing ↗ Jul 29, 2025	▾
16	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 1021642 · View history	$20.20M 605,367 shares	0.19%	-184.55K(-23.40%)Reduced	SEC filing ↗ Jul 21, 2025	▾
17	Rockefeller Capital Management L.P. CIK 1739439 · Amended · View history	$18.83M 564,393 shares	0.04%	+140.35K(+33.10%)Added	SEC filing ↗ Aug 14, 2025	▾
18	NEUBERGER BERMAN GROUP LLC CIK 1465109 · Amended · View history	$16.23M 486,386 shares	0.01%	+1.43K(+0.30%)Added	SEC filing ↗ Aug 25, 2025	▾
19	JANUS HENDERSON GROUP PLC CIK 1274173 · View history	$15.09M 452,316 shares	0.01%	-231.00K(-33.80%)Reduced	SEC filing ↗ Aug 14, 2025	▾
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$14.76M 442,184 shares	0.00%	+12.32K(+2.90%)Added	SEC filing ↗ Aug 12, 2025	▾

Showing 20 / 188 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

188

Cancelled or null records excluded

Disclosed shares

31,683,038

Not deduplicated across managers

Disclosed value

$1.06B

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 2025

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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.