HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2019 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
HLIO on NYSE
Shares outstanding
33,110,040
Price per share
$53.49
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
32,848,964
Total reported value
$1,712,626,073
% of total 13F portfolios
0%
Share change
+1,172,067
Value change
+$76,689,640
Number of holders
198
Price from insider filings
$53.49
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 10% $92,721,618 3,328,127 The Vanguard Group 31 Dec 2024
THRIVENT FINANCIAL FOR LUTHERANS 5.5% $50,709,100 1,820,140 THRIVENT FINANCIAL FOR LUTHERANS 30 Sep 2024
Conestoga Capital Advisors, LLC 5% -24% $88,907,511 -$25,595,643 1,662,124 -22% Conestoga Capital Advisors 31 Dec 2025
WELLINGTON MANAGEMENT GROUP LLP 4.4% $40,766,563 1,463,265 Wellington Management Group LLP 31 Dec 2024
WASATCH ADVISORS LP 2.7% -75% $25,279,628 -$69,240,760 911,306 -73% WASATCH ADVISORS LP 30 May 2025

As of 30 Sep 2025, 198 institutional investors reported holding 32,848,964 shares of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO). This represents 99% of the company’s total 33,110,040 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) together control 77% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 9.6% 3,192,859 -2.4% 0% $166,443,739
BlackRock, Inc. 7.4% 2,460,072 -1.1% 0% $128,243,529
Conestoga Capital Advisors, LLC 5% 1,660,024 -15% 1.4% $86,537,028
DIMENSIONAL FUND ADVISORS LP 4.9% 1,626,796 +3.5% 0.02% $84,805,778
Thrivent Financial for Lutherans 4.6% 1,530,525 +7.9% 0.16% $79,787,000
Sara-Bay Financial 3.6% 1,206,514 -0.63% 18% $62,895,575
BARROW HANLEY MEWHINNEY & STRAUSS LLC 3.5% 1,167,469 -7.6% 0.19% $60,860,159
WELLINGTON MANAGEMENT GROUP LLP 2.8% 929,681 -24% 0.01% $48,464,270
WASATCH ADVISORS LP 2.6% 854,711 +5.4% 0.24% $44,556,084
T. Rowe Price Investment Management, Inc. 2.6% 847,365 +17% 0.03% $44,174,000
DEPRINCE RACE & ZOLLO INC 2.6% 846,258 -16% 0.88% $44,115,429
STATE STREET CORP 2.4% 809,059 +0.64% 0% $42,176,246
BANK OF AMERICA CORP /DE/ 2.4% 789,917 -15% 0% $41,178,373
GEODE CAPITAL MANAGEMENT, LLC 2.4% 788,071 -0.24% 0% $41,088,688
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2.3% 775,417 +28% 0.37% $40,422,488
ACK Asset Management LLC 2.3% 770,000 5% $40,140,100
KENNEDY CAPITAL MANAGEMENT LLC 2.3% 757,786 0.87% $39,503,384
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2.2% 735,721 +17% 0.1% $38,353,136
NEUBERGER BERMAN GROUP LLC 2.1% 709,464 +46% 0.03% $37,005,615
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.8% 594,361 +107% 0.02% $30,984,039
Rockefeller Capital Management L.P. 1.7% 562,578 -0.32% 0.06% $29,327,191
AMERIPRISE FINANCIAL INC 1.6% 534,505 +46% 0.01% $27,863,771
JANUS HENDERSON GROUP PLC 1.6% 531,137 +17% 0.01% $27,688,103
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.3% 435,590 -1.5% 0% $22,707,307
MetLife Investment Management, LLC 1.3% 423,214 -0.38% 0.11% $22,062,146

Institutional Holders of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,320,215 $125,036,671 +$10,260,621 $53.49 14
2025 Q3 32,848,964 $1,712,626,073 +$76,689,640 $52.13 198
2025 Q2 31,682,985 $1,057,314,642 -$15,984,815 $33.37 184
2025 Q1 32,376,636 $1,039,460,070 -$2,069,842 $32.09 180
2024 Q4 32,734,317 $1,460,944,314 +$45,722,223 $44.64 169
2024 Q3 31,643,192 $1,509,151,884 -$14,571,798 $47.70 175
2024 Q2 31,829,476 $1,519,862,040 +$42,565,654 $47.75 171
2024 Q1 30,693,547 $1,371,094,755 -$5,921,003 $44.69 176
2023 Q4 31,154,297 $1,412,854,224 -$13,471,206 $45.35 163
2023 Q3 31,116,583 $1,726,282,755 +$23,983,306 $55.48 154
2023 Q2 30,556,681 $2,019,193,415 +$22,783,670 $66.09 167
2023 Q1 30,239,414 $1,977,614,602 +$21,198,133 $65.40 175
2022 Q4 30,074,597 $1,638,144,388 +$4,618,041 $54.44 166
2022 Q3 29,927,210 $1,514,665,052 -$154,117,393 $50.60 163
2022 Q2 30,174,891 $1,999,977,805 +$41,687,853 $66.25 156
2022 Q1 29,488,472 $2,363,643,567 -$4,010,934 $80.25 175
2021 Q4 29,371,910 $3,088,009,715 -$5,063,071 $105.17 174
2021 Q3 29,530,896 $2,426,365,302 +$38,613,580 $82.11 156
2021 Q2 29,060,317 $2,268,426,541 +$3,314,726 $78.05 150
2021 Q1 29,034,480 $2,115,666,809 +$39,811,658 $72.87 144
2020 Q4 28,519,150 $1,520,292,792 +$19,415,705 $53.29 132
2020 Q3 28,382,494 $1,031,619,108 +$6,109,712 $36.40 115
2020 Q2 28,267,123 $1,048,985,538 -$46,025,155 $37.25 121
2020 Q1 28,162,030 $1,067,353,450 +$10,580,431 $37.92 106
2019 Q4 27,892,155 $1,289,391,890 +$7,316,592 $46.23 113
2019 Q3 27,739,800 $1,125,381,138 +$2,305,156 $40.57 110
2019 Q2 27,673,019 $1,284,273,144 +$1,284,074,482 $46.41 105