Security key
42328H109
HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO)
CUSIP: 42328H109
Q1 2024 13F Holders as of 31 Mar 2024
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 30,693,547
- Total 13F value
- $1,371,094,755
- Share change
- -128,459
- Put/Call ratio
- 3338%
- SEC-reported price per share
- $44.69
- Number of holders
- 176
- Value change
- -$5,921,003
- Number of buys
- 86
- Number of sells
- 79
- Shares outstanding
- 33,071,098
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2024
Institutions
176
Top holders
10
HLIO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2026
HELIOS TECHNOLOGIES, INC. SEC filings
HELIOS TECHNOLOGIES, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 42328H109
Recent filing periods:
Ownership snapshot
Top reported holders of HLIO - HELIOS TECHNOLOGIES, INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
WASATCH ADVISORS LP
Disclosed value leader
WASATCH ADVISORS LP
Comparable rows
0/15
Latest evidence
31 Dec 2023
13F
Highest disclosed value: $173,923,100
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
WASATCH ADVISORS LP has the largest disclosed position value at $173.92M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens WASATCH ADVISORS LP's linked filing trail.
Disclosed position value
Top 5
WASATCH ADVISORS LP
$173.92M
VANGUARD GROUP INC
$145.97M
BROWN CAPITAL MANAGEMENT LLC
$141.23M
WELLINGTON MANAGEMENT GROUP LLP
$114.47M
BlackRock Finance, Inc.
$108.75M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP |
13F
Company
|
—
denominator unverified
|
$173,923,100
3,835,129 shares
|
— | 31 Dec 2023 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$145,974,349
3,218,839 shares
|
— | 31 Dec 2023 |
| BROWN CAPITAL MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$141,226,430
3,114,144 shares
|
— | 31 Dec 2023 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
—
denominator unverified
|
$114,465,260
2,524,041 shares
|
— | 31 Dec 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
—
denominator unverified
|
$108,751,999
2,398,060 shares
|
— | 31 Dec 2023 |
| T. Rowe Price Investment Management, Inc. |
13F
Company
|
—
denominator unverified
|
$95,532,000
2,106,540 shares
|
— | 31 Dec 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
176
Shares
30,693,547
Rows available
176
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2024 vs Q1 2024 Across Filers
Q1 2024 holders
176
Q1 2024 holders
176
Holder diff
0
| Investor | Q1 2024 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q1 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend