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 215 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	$169.15M 3,162,279 shares	0.00%	-30.58K(-1.00%)Reduced	SEC filing ↗ Jan 29, 2026	▾
02	BlackRock, Inc. CIK 2012383 · View history	$132.05M 2,468,752 shares	0.00%	+8.68K(+0.40%)Added	SEC filing ↗ Feb 12, 2026	▾
03	WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history	$106.85M 1,997,527 shares	0.02%	+1.07M(+114.90%)Added	SEC filing ↗ Feb 17, 2026	▾
04	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$86.25M 1,612,365 shares	0.02%	-14.43K(-0.90%)Reduced	SEC filing ↗ Feb 12, 2026	▾
05	Conestoga Capital Advisors, LLC CIK 1163744 · View history	$83.02M 1,552,064 shares	1.40%	-107.96K(-6.50%)Reduced	SEC filing ↗ Feb 2, 2026	▾
06	Sara-Bay Financial CIK 1816444 · View history	$65.38M 1,204,959 shares	19.55%	-1.55K(-0.10%)Reduced	SEC filing ↗ Jan 20, 2026	▾
07	BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 313028 · View history	$53.17M 993,961 shares	0.18%	-173.51K(-14.90%)Reduced	SEC filing ↗ Feb 11, 2026	▾
08	Thrivent Financial for Lutherans CIK 314984 · View history	$49.52M 925,769 shares	0.09%	-604.76K(-39.50%)Reduced	SEC filing ↗ Feb 5, 2026	▾
09	JENNISON ASSOCIATES LLC CIK 53417 · View history	$42.58M 796,101 shares	0.03%	+796.10KNew	SEC filing ↗ Jan 30, 2026	▾
10	STATE STREET CORP CIK 93751 · View history	$42.57M 795,883 shares	0.00%	-13.18K(-1.60%)Reduced	SEC filing ↗ Feb 13, 2026	▾
11	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$42.13M 787,520 shares	0.00%	-551(-0.10%)Reduced	SEC filing ↗ Feb 9, 2026	▾
12	ACK Asset Management LLC CIK 1510940 · View history	$41.74M 780,378 shares	5.24%	+10.38K(+1.30%)Added	SEC filing ↗ Feb 13, 2026	▾
13	T. Rowe Price Investment Management, Inc. CIK 1897612 · Amended · View history	$41.22M 770,560 shares	0.03%	-76.81K(-9.10%)Reduced	SEC filing ↗ Feb 19, 2026	▾
14	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 1021642 · View history	$40.58M 758,737 shares	0.40%	-16.68K(-2.20%)Reduced	SEC filing ↗ Jan 15, 2026	▾
15	NEUBERGER BERMAN GROUP LLC CIK 1465109 · View history	$37.71M 704,395 shares	0.03%	-5.07K(-0.70%)Reduced	SEC filing ↗ Feb 13, 2026	▾
16	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$35.24M 658,896 shares	0.00%	-131.02K(-16.60%)Reduced	SEC filing ↗ Feb 17, 2026	▾
17	WASATCH ADVISORS LP CIK 814133 · View history	$31.57M 590,185 shares	0.19%	-264.53K(-30.90%)Reduced	SEC filing ↗ Feb 12, 2026	▾
18	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 1644956 · View history	$31.42M 587,343 shares	0.09%	-148.38K(-20.20%)Reduced	SEC filing ↗ Feb 9, 2026	▾
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 1164508 · View history	$31.15M 582,421 shares	0.02%	-11.94K(-2.00%)Reduced	SEC filing ↗ Feb 13, 2026	▾
20	AMERIPRISE FINANCIAL INC CIK 820027 · View history	$27.79M 519,542 shares	0.01%	-14.96K(-2.80%)Reduced	SEC filing ↗ Feb 17, 2026	▾

Showing 20 / 215 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

215

Cancelled or null records excluded

Disclosed shares

32,740,122

Not deduplicated across managers

Disclosed value

$1.75B

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 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.