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 252 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	BlackRock, Inc. CIK 2012383 · View history	$158.08M 2,442,956 shares	0.00%	-25.80K(-1.00%)Reduced	SEC filing ↗ May 13, 2026	▾
02	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$104.74M 1,618,712 shares	0.02%	+6.35K(+0.40%)Added	SEC filing ↗ May 7, 2026	▾
03	VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · Amended · View history	$97.41M 1,505,296 shares	0.01%	—	SEC filing ↗ May 8, 2026	▾
04	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history	$95.60M 1,477,349 shares	0.00%	—	SEC filing ↗ May 15, 2026	▾
05	Conestoga Capital Advisors, LLC CIK 1163744 · View history	$85.75M 1,325,206 shares	1.71%	-226.86K(-14.60%)Reduced	SEC filing ↗ Apr 24, 2026	▾
06	WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history	$84.55M 1,306,673 shares	0.02%	-690.85K(-34.60%)Reduced	SEC filing ↗ May 15, 2026	▾
07	Sara-Bay Financial CIK 1816444 · View history	$74.67M 1,153,896 shares	22.45%	-51.06K(-4.20%)Reduced	SEC filing ↗ Apr 17, 2026	▾
08	JENNISON ASSOCIATES LLC CIK 53417 · View history	$67.04M 1,035,977 shares	0.05%	+239.88K(+30.10%)Added	SEC filing ↗ May 6, 2026	▾
09	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 1644956 · View history	$60.25M 931,008 shares	0.20%	+343.67K(+58.50%)Added	SEC filing ↗ May 8, 2026	▾
10	Thrivent Financial for Lutherans CIK 314984 · View history	$59.89M 925,546 shares	0.11%	-223(0.00%)Reduced	SEC filing ↗ May 1, 2026	▾
11	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$54.16M 836,831 shares	0.00%	+49.31K(+6.30%)Added	SEC filing ↗ May 15, 2026	▾
12	WASATCH ADVISORS LP CIK 814133 · View history	$51.70M 799,008 shares	0.34%	+208.82K(+35.40%)Added	SEC filing ↗ Apr 21, 2026	▾
13	STATE STREET CORP CIK 93751 · View history	$50.99M 788,009 shares	0.00%	-7.87K(-1.00%)Reduced	SEC filing ↗ May 15, 2026	▾
14	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$50.63M 782,472 shares	0.03%	+11.91K(+1.50%)Added	SEC filing ↗ May 15, 2026	▾
15	ACK Asset Management LLC CIK 1510940 · View history	$50.50M 780,378 shares	6.30%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2026	▾
16	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 921739 · View history	$49.74M 768,660 shares	0.09%	+645.32K(+523.20%)Added	SEC filing ↗ May 15, 2026	▾
17	AMERIPRISE FINANCIAL INC CIK 820027 · Amended · View history	$47.84M 739,261 shares	0.01%	+219.72K(+42.30%)Added	SEC filing ↗ Jul 17, 2026	▾
18	NEUBERGER BERMAN GROUP LLC CIK 1465109 · View history	$45.98M 711,798 shares	0.03%	+7.40K(+1.10%)Added	SEC filing ↗ May 14, 2026	▾
19	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 1021642 · View history	$44.85M 693,072 shares	0.45%	-65.67K(-8.70%)Reduced	SEC filing ↗ Apr 16, 2026	▾
20	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 1164508 · View history	$35.22M 544,241 shares	0.02%	-38.18K(-6.60%)Reduced	SEC filing ↗ May 14, 2026	▾

Showing 20 / 252 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

252

Cancelled or null records excluded

Disclosed shares

32,345,768

Not deduplicated across managers

Disclosed value

$2.09B

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 2026

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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.