Latest Period
Q2 2026
Security Snapshot
HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) Institutional Ownership
CUSIP: 42328H109
13F Institutional Holders and Ownership History from Q2 2019 to Q2 2026
Institutions Reporting
284
Shares (Excl. Options)
32,226,464
Price
$89.25
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- Security type / class
- Equity / Common Stock
- Symbol
- HLIO on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 32,226,464
- Total 13F value
- $2,861,516,105
- Portfolio coverage rank
- 0.01%
- Share change
- -77,109
- Value change
- +$29,178,536
- Number of holders
- 284
- Shares outstanding
- 33,071,098
- SEC-reported price per share
- $89.25
- Insider filing price
- $89.25
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- HLIO - HELIOS TECHNOLOGIES, INC. - Common Stock is tracked under CUSIP 42328H109.
- 284 institutions reported positions in Q2 2026.
- 6 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 251 to 284 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $2,092,333,969 to $2,861,516,105.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 284 institutions filings for Q2 2026.
Security key
42328H109
Latest holder period
Q2 2026
13F holders
284
13D/G owners
6
CIK / CUSIP context first
Open Q2 2026 holders
HLIO full holder history
HELIOS TECHNOLOGIES, INC. SEC filings
HELIOS TECHNOLOGIES, INC. company facts
HELIOS TECHNOLOGIES, INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 42328H109:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
6
Security
HLIO
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| THRIVENT FINANCIAL FOR LUTHERANS | 5.5% | $50,709,100 | 1,820,140 | THRIVENT FINANCIAL FOR LUTHERANS | 30 Sep 2024 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.2% | $111,420,396 | 1,721,842 | Vanguard Capital Management | 31 Mar 2026 | |||
| Conestoga Capital Advisors, LLC | 5% | -24% | $88,907,511 | -$25,595,643 | 1,662,124 | -22% | Conestoga Capital Advisors | 31 Dec 2025 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5% | $147,874,934 | 1,656,862 | Vanguard Portfolio Management | 30 Jun 2026 | |||
| WELLINGTON MANAGEMENT GROUP LLP | 3.9% | -35% | $84,554,810 | -$44,705,162 | 1,306,673 | -35% | Wellington Management Group LLP | 31 Mar 2026 |
| WASATCH ADVISORS LP | 2.7% | -75% | $25,279,628 | -$69,240,760 | 911,306 | -73% | WASATCH ADVISORS LP | 30 May 2025 |
As of 30 Jun 2026, 284 institutional investors reported holding 32,226,464 shares of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO). This represents 97% of the company’s total 33,071,098 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
69%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7.8% | 2,592,872 | +6.1% | 0% | $231,413,844 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5% | 1,641,106 | +9% | 0.01% | $146,468,711 |
| DIMENSIONAL FUND ADVISORS LP | 4.7% | 1,549,341 | -4.3% | 0.03% | $138,280,093 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.4% | 1,462,106 | -1% | 0% | $130,492,961 |
| Sara-Bay Financial | 3.5% | 1,146,658 | -0.63% | 27% | $102,339,227 |
| Conestoga Capital Advisors, LLC | 3.3% | 1,084,345 | -18% | 2.1% | $96,777,751 |
| Invesco Ltd. | 3.3% | 1,083,038 | +394% | 0.01% | $96,661,142 |
| GEODE CAPITAL MANAGEMENT, LLC | 3% | 979,448 | +17% | 0% | $87,431,463 |
| JENNISON ASSOCIATES LLC | 3% | 977,554 | -5.6% | 0.05% | $87,246,700 |
| Thrivent Financial for Lutherans | 2.8% | 918,909 | -0.72% | 0.14% | $82,013,000 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.7% | 887,417 | -32% | 0.01% | $79,201,968 |
| STATE STREET CORP | 2.5% | 841,953 | +6.8% | 0% | $75,146,829 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.5% | 834,221 | -10% | 0.22% | $74,454,224 |
| T. Rowe Price Investment Management, Inc. | 2.4% | 779,227 | -0.41% | 0.05% | $69,547,000 |
| NEUBERGER BERMAN GROUP LLC | 2.3% | 761,883 | +7% | 0.05% | $68,011,572 |
| AMERIPRISE FINANCIAL INC | 2.2% | 743,426 | +0.56% | 0.01% | $66,351,057 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.2% | 718,688 | -6.5% | 0.1% | $64,143,000 |
| ACK Asset Management LLC | 2.1% | 681,000 | -13% | 7.1% | $60,779,250 |
| WASATCH ADVISORS LP | 2% | 660,085 | -17% | 0.39% | $58,912,586 |
| Nuveen, LLC | 1.5% | 507,047 | +54% | 0.01% | $45,253,881 |
| GOLDMAN SACHS GROUP INC | 1.4% | 449,107 | +0% | 0% | $40,082,810 |
| BANK OF AMERICA CORP /DE/ | 1.2% | 411,128 | -19% | 0% | $36,693,175 |
| Jupiter Topco LLC | 1.2% | 408,245 | 0% | 0.01% | $36,437,593 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 407,860 | -2.9% | 0% | $36,401,505 |
| Aberdeen Group plc | 1.2% | 397,396 | +37% | 0.05% | $35,467,594 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
29
Latest
Q2 2026
Rows shown
1-25 of 29
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 32,226,464 | $2,861,516,105 | +$29,178,536 | $89.25 | 284 |
| 2026 Q1 | 32,345,759 | $2,092,333,969 | -$17,499,766 | $64.71 | 251 |
| 2025 Q4 | 32,740,120 | $1,752,480,249 | -$13,270,795 | $53.49 | 214 |
| 2025 Q3 | 32,848,981 | $1,712,626,959 | +$76,690,526 | $52.13 | 199 |
| 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 |