Latest Period
Q1 2026
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
249
Shares (Excl. Options)
32,318,134
Price
$64.71
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- Security type / class
- Equity / Common Stock
- Symbol
- HLIO on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 32,318,134
- Total 13F value
- $2,090,546,355
- Portfolio coverage rank
- 0%
- Share change
- -361,560
- Value change
- -$18,651,604
- Number of holders
- 249
- Shares outstanding
- 33,504,436
- SEC-reported price per share
- $77.94
- Insider filing price
- $77.94
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.
- 249 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 213 to 249 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,752,446,818 to $2,090,546,355.
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 249 institutions filings for Q1 2026.
Security key
42328H109
Latest holder period
Q1 2026
13F holders
249
13D/G owners
5
CIK / CUSIP context first
Open Q1 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
5
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 |
| 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 31 Mar 2026, 249 institutional investors reported holding 32,318,134 shares of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO). This represents 96% of the company’s total 33,504,436 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
70%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7.3% | 2,442,956 | -1% | 0% | $158,083,652 |
| DIMENSIONAL FUND ADVISORS LP | 4.8% | 1,618,712 | +0.39% | 0.02% | $104,743,300 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.5% | 1,505,296 | 0% | 0.01% | $97,407,704 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.4% | 1,477,349 | 0% | 0% | $95,599,254 |
| Conestoga Capital Advisors, LLC | 4% | 1,325,206 | -15% | 1.7% | $85,754,051 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.9% | 1,306,673 | -35% | 0.02% | $84,554,809 |
| Sara-Bay Financial | 3.4% | 1,153,896 | -4.2% | 23% | $74,668,610 |
| JENNISON ASSOCIATES LLC | 3.1% | 1,035,977 | +30% | 0.05% | $67,038,071 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.8% | 931,008 | +59% | 0.2% | $60,245,528 |
| Thrivent Financial for Lutherans | 2.8% | 925,546 | -0.02% | 0.11% | $59,893,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 836,831 | +6.3% | 0% | $54,161,832 |
| WASATCH ADVISORS LP | 2.4% | 799,008 | +35% | 0.34% | $51,703,808 |
| STATE STREET CORP | 2.4% | 788,009 | -0.99% | 0% | $50,992,062 |
| T. Rowe Price Investment Management, Inc. | 2.3% | 782,472 | +1.5% | 0.03% | $50,634,000 |
| ACK Asset Management LLC | 2.3% | 780,378 | 0% | 6.3% | $50,498,260 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.3% | 768,660 | +523% | 0.09% | $49,740,000 |
| AMERIPRISE FINANCIAL INC | 2.2% | 739,261 | +42% | 0.01% | $47,837,738 |
| NEUBERGER BERMAN GROUP LLC | 2.1% | 711,798 | +1.1% | 0.03% | $45,978,559 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2.1% | 693,072 | -8.7% | 0.45% | $44,848,691 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.6% | 544,241 | -6.6% | 0.02% | $35,217,835 |
| VOYA INVESTMENT MANAGEMENT LLC | 1.5% | 516,919 | +6.2% | 0.03% | $33,449,829 |
| BANK OF AMERICA CORP /DE/ | 1.5% | 510,519 | -23% | 0% | $33,035,684 |
| GOLDMAN SACHS GROUP INC | 1.3% | 449,101 | +40% | 0% | $29,061,331 |
| JANUS HENDERSON GROUP PLC | 1.3% | 448,501 | -5.6% | 0.01% | $29,022,431 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3% | 420,051 | -2.2% | 0% | $27,181,500 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
28
Latest
Q1 2026
Rows shown
1-25 of 28
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 32,318,134 | $2,090,546,355 | -$18,651,604 | $64.71 | 249 |
| 2025 Q4 | 32,739,495 | $1,752,446,818 | -$13,270,795 | $53.49 | 213 |
| 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 |