Latest Period
Q4 2025
Security Snapshot
HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) Institutional Ownership
CUSIP: 42328H109
13F Institutional Holders and Ownership History from Q2 2019 to Q1 2026
Institutions Reporting
212
Shares (Excl. Options)
32,739,466
Price
$53.49
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- Type / Class
- Equity / Common Stock
- Symbol
- HLIO on NYSE
- Shares outstanding
- 33,112,346
- Price per share
- $64.71
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 32,739,466
- Total reported value
- $1,752,445,267
- % of total 13F portfolios
- 0%
- Share change
- -252,446
- Value change
- -$13,270,795
- Number of holders
- 212
- Price from insider filings
- $64.71
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- HLIO - HELIOS TECHNOLOGIES, INC. - Common Stock is tracked under CUSIP 42328H109.
- 212 institutions reported positions in Q4 2025.
- 5 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 212 to 50 between Q4 2025 and Q1 2026.
- Reported value moved from $1,752,445,267 to $331,785,165.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 212 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 42328H109?
CUSIP 42328H109 identifies HLIO - HELIOS TECHNOLOGIES, INC. - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 42328H109:
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 |
|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 6% | +40% | $114,118,718 | +$30,522,388 | 1,997,527 | +37% | Wellington Management Group LLP | 31 Dec 2025 |
| 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 |
| WASATCH ADVISORS LP | 2.7% | -75% | $25,279,628 | -$69,240,760 | 911,306 | -73% | WASATCH ADVISORS LP | 30 May 2025 |
As of 31 Dec 2025, 212 institutional investors reported holding 32,739,466 shares of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO). This represents 99% of the company’s total 33,112,346 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) together control 74% 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% | 3,162,279 | -0.96% | 0% | $169,150,304 |
| BlackRock, Inc. | 7.5% | 2,468,752 | +0.35% | 0% | $132,053,518 |
| WELLINGTON MANAGEMENT GROUP LLP | 6% | 1,997,527 | +115% | 0.02% | $106,847,720 |
| DIMENSIONAL FUND ADVISORS LP | 4.9% | 1,612,365 | -0.89% | 0.02% | $86,246,918 |
| Conestoga Capital Advisors, LLC | 4.7% | 1,552,064 | -6.5% | 1.4% | $83,019,880 |
| Sara-Bay Financial | 3.6% | 1,204,959 | -0.13% | 20% | $65,381,075 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3% | 993,961 | -15% | 0.18% | $53,166,974 |
| Thrivent Financial for Lutherans | 2.8% | 925,769 | -40% | 0.09% | $49,519,000 |
| JENNISON ASSOCIATES LLC | 2.4% | 796,101 | 0.03% | $42,583,443 | |
| STATE STREET CORP | 2.4% | 795,883 | -1.6% | 0% | $42,571,782 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 787,520 | -0.07% | 0% | $42,131,644 |
| ACK Asset Management LLC | 2.4% | 780,378 | +1.3% | 5.2% | $41,742,419 |
| T. Rowe Price Investment Management, Inc. | 2.3% | 770,560 | -9.1% | 0.03% | $41,218,000 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2.3% | 758,737 | -2.2% | 0.4% | $40,584,842 |
| NEUBERGER BERMAN GROUP LLC | 2.1% | 704,395 | -0.71% | 0.03% | $37,707,729 |
| BANK OF AMERICA CORP /DE/ | 2% | 658,896 | -17% | 0% | $35,244,346 |
| WASATCH ADVISORS LP | 1.8% | 590,185 | -31% | 0.19% | $31,568,996 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.8% | 587,343 | -20% | 0.09% | $31,416,977 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.8% | 582,421 | -2% | 0.02% | $31,153,699 |
| AMERIPRISE FINANCIAL INC | 1.6% | 519,542 | -2.8% | 0.01% | $27,790,327 |
| VOYA INVESTMENT MANAGEMENT LLC | 1.5% | 486,803 | +7924% | 0.03% | $26,039,093 |
| JANUS HENDERSON GROUP PLC | 1.4% | 474,982 | -11% | 0.01% | $25,406,304 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.4% | 457,526 | -40% | 0.52% | $24,473,066 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3% | 429,390 | -1.4% | 0% | $22,968,071 |
| ROYCE & ASSOCIATES LP | 1.1% | 361,799 | -2.2% | 0.2% | $19,352,629 |
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 |
|---|---|---|---|---|---|
| 2026 Q1 | 5,127,249 | $331,785,165 | -$7,984,740 | $64.71 | 50 |
| 2025 Q4 | 32,739,466 | $1,752,445,267 | -$13,270,795 | $53.49 | 212 |
| 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 |
| 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 |