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 | VANGUARD GROUP INC CIK 102909 · View history | $166.44M 3,192,859 shares | 0.00% | -78.17K(-2.40%)Reduced | SEC filing ↗ Nov 7, 2025 | ▾ |
| 02 | BlackRock, Inc. CIK 2012383 · View history | $128.24M 2,460,072 shares | 0.00% | -28.01K(-1.10%)Reduced | SEC filing ↗ Nov 12, 2025 | ▾ |
| 03 | Conestoga Capital Advisors, LLC CIK 1163744 · View history | $86.54M 1,660,024 shares | 1.39% | -294.36K(-15.10%)Reduced | SEC filing ↗ Oct 24, 2025 | ▾ |
| 04 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $84.81M 1,626,796 shares | 0.02% | +55.21K(+3.50%)Added | SEC filing ↗ Nov 12, 2025 | ▾ |
| 05 | Thrivent Financial for Lutherans CIK 314984 · View history | $79.79M 1,530,525 shares | 0.16% | +112.21K(+7.90%)Added | SEC filing ↗ Nov 4, 2025 | ▾ |
| 06 | Sara-Bay Financial CIK 1816444 · View history | $62.90M 1,206,514 shares | 17.58% | -7.67K(-0.60%)Reduced | SEC filing ↗ Oct 10, 2025 | ▾ |
| 07 | BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 313028 · View history | $60.86M 1,167,469 shares | 0.19% | -95.74K(-7.60%)Reduced | SEC filing ↗ Nov 13, 2025 | ▾ |
| 08 | WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history | $48.46M 929,681 shares | 0.01% | -285.84K(-23.50%)Reduced | SEC filing ↗ Nov 14, 2025 | ▾ |
| 09 | WASATCH ADVISORS LP CIK 814133 · View history | $44.56M 854,711 shares | 0.24% | +43.57K(+5.40%)Added | SEC filing ↗ Nov 14, 2025 | ▾ |
| 10 | T. Rowe Price Investment Management, Inc. CIK 1897612 · View history | $44.17M 847,365 shares | 0.03% | +123.18K(+17.00%)Added | SEC filing ↗ Nov 14, 2025 | ▾ |
| 11 | DEPRINCE RACE & ZOLLO INC CIK 1008894 · View history | $44.12M 846,258 shares | 0.88% | -164.18K(-16.20%)Reduced | SEC filing ↗ Oct 17, 2025 | ▾ |
| 12 | STATE STREET CORP CIK 93751 · View history | $42.18M 809,059 shares | 0.00% | +5.11K(+0.60%)Added | SEC filing ↗ Nov 14, 2025 | ▾ |
| 13 | BANK OF AMERICA CORP /DE/ CIK 70858 · Amended · View history | $41.18M 789,917 shares | 0.00% | -142.45K(-15.30%)Reduced | SEC filing ↗ Feb 3, 2026 | ▾ |
| 14 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $41.09M 788,071 shares | 0.00% | -1.91K(-0.20%)Reduced | SEC filing ↗ Nov 12, 2025 | ▾ |
| 15 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 1021642 · View history | $40.42M 775,417 shares | 0.37% | +170.05K(+28.10%)Added | SEC filing ↗ Oct 22, 2025 | ▾ |
| 16 | ACK Asset Management LLC CIK 1510940 · View history | $40.14M 770,000 shares | 5.02% | +770.00KNew | SEC filing ↗ Nov 14, 2025 | ▾ |
| 17 | KENNEDY CAPITAL MANAGEMENT LLC CIK 884589 · View history | $39.50M 757,786 shares | 0.87% | +757.79KNew | SEC filing ↗ Nov 13, 2025 | ▾ |
| 18 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 1644956 · View history | $38.35M 735,721 shares | 0.10% | +105.33K(+16.70%)Added | SEC filing ↗ Nov 12, 2025 | ▾ |
| 19 | NEUBERGER BERMAN GROUP LLC CIK 1465109 · View history | $37.01M 709,464 shares | 0.03% | +223.08K(+45.90%)Added | SEC filing ↗ Nov 12, 2025 | ▾ |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 1164508 · View history | $30.98M 594,361 shares | 0.02% | +306.66K(+106.60%)Added | SEC filing ↗ Nov 13, 2025 | ▾ |
Showing 20 / 201 institutions. The complete set is available through the API.
Coverage & totals by quarter
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.
Explore all 201 reporting institutions.
This page includes 20 of 201 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 201 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"holders","cusip":"42328H109","quarter":"2025Q3","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
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.