HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO)

Historical Holders from Q2 2019 to Q3 2025

Symbol: HLIO on NYSE
Type / Class: Equity / Common Stock
Shares outstanding: 33,752,074
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares, excl. options: 32,847,631
Holdings value: $1,712,557,073
% of all portfolios: 0.004%
Number of holders: 197
Number of buys: 97
Number of sells: -104
Average buys %: +0%
Average sells %: -0%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO)

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
VANGUARD GROUP INC	10.01%		$92,721,618		3,328,127		The Vanguard Group	31 Dec 2024
Conestoga Capital Advisors, LLC	6.44%		$59,638,063		2,140,634		Conestoga Capital Advisors	31 Dec 2024
THRIVENT FINANCIAL FOR LUTHERANS	5.5%		$50,709,100		1,820,140		THRIVENT FINANCIAL FOR LUTHERANS	30 Sep 2024
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	-73.3%	WASATCH ADVISORS LP	30 May 2025

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

Period	Reported Shares, Excl. Options	Value, Excl. Options	Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q3	32,847,631	$1,712,557,073	+$76,620,640	$1,000,896	$2,345,850	$52.13	197
2025 Q2	31,682,985	$1,057,314,642	-$15,984,815	$0	$0	$33.37	184
2025 Q1	32,376,636	$1,039,460,070	-$2,069,842	$118,733	$51,344	$32.09	180
2024 Q4	32,734,317	$1,460,944,314	+$45,722,223	$26,784	$308,016	$44.64	169
2024 Q3	31,643,192	$1,509,151,884	-$14,571,798	$85,860	$62,010	$47.7	175
2024 Q2	31,829,476	$1,519,862,040	+$42,565,654	$0	$28,650	$47.75	171
2024 Q1	30,693,547	$1,371,094,755	-$5,921,003	$1,193,223	$35,752	$44.69	176
2023 Q4	31,154,297	$1,412,854,224	-$13,471,206	$1,297,010	$471,640	$45.35	163
2023 Q3	31,116,583	$1,726,282,755	+$23,983,306	$149,796	$427,196	$55.48	154
2023 Q2	30,556,681	$2,019,193,415	+$22,783,670	$52,872	$482,457	$66.09	167
2023 Q1	30,239,414	$1,977,614,602	+$21,198,133	$32,700	$673,620	$65.4	175
2022 Q4	30,074,597	$1,638,144,388	+$4,618,041	$27,220	$391,968	$54.44	166
2022 Q3	29,927,210	$1,514,665,052	-$154,117,393	$299,000		$50.6	163
2022 Q2	30,174,891	$1,999,977,805	+$41,687,853	$278,000	$0	$66.25	156
2022 Q1	29,488,472	$2,363,643,567	-$4,010,934	$1,666,000	$844,000	$80.25	175
2021 Q4	29,371,910	$3,088,009,715	-$5,063,071	$2,207,000	$947,000	$105.17	174
2021 Q3	29,530,896	$2,426,365,302	+$38,613,580	$0	$435,000	$82.11	156
2021 Q2	29,060,317	$2,268,426,541	+$3,314,726	$242,000	$647,000	$78.05	150
2021 Q1	29,034,480	$2,115,666,809	+$39,811,658	$219,000	$0	$72.87	144
2020 Q4	28,519,150	$1,520,292,792	+$19,415,705		$1,422,000	$53.29	132
2020 Q3	28,382,494	$1,031,619,108	+$6,109,712		$207,000	$36.4	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		$0	$37.92	106
2019 Q4	27,892,155	$1,289,391,890	+$7,316,592		$939,000	$46.23	113
2019 Q3	27,739,800	$1,125,381,138	+$2,305,156		$897,000	$40.57	110
2019 Q2	27,673,019	$1,284,273,144	+$1,284,074,482		$970,000	$46.41	105