Security key
42328H109
HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO)
CUSIP: 42328H109
Q2 2025 13F Holders as of 30 Jun 2025
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 31,682,985
- Total 13F value
- $1,057,314,642
- Share change
- -537,798
- SEC-reported price per share
- $33.37
- Number of holders
- 184
- Value change
- -$15,984,815
- Number of buys
- 113
- Number of sells
- 80
- Shares outstanding
- 33,071,098
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2025
Institutions
184
Top holders
10
HLIO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 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
THRIVENT FINANCIAL FOR LU...
Disclosed value leader
WASATCH ADVISORS LP
Comparable rows
15/15
Latest evidence
31 Mar 2025
13F
13D/G
Lead comparable stake: 5.5%
13D/G row: THRIVENT FINANCIAL FOR LUTHERANS
Showing 1-6 of 15 holder rows.
Quick read
THRIVENT FINANCIAL FOR LUTHERANS leads the comparable SEC ownership view at 5.5%.
15 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 THRIVENT FINANCIAL FOR LUTHERANS's linked filing trail.
Comparable ownership
Top 5
THRIVENT FINANCIAL FOR LUTHERANS
5.5%
WASATCH ADVISORS LP
2.7%
VANGUARD GROUP INC
10%
BlackRock, Inc.
7.3%
Conestoga Capital Advisors, LLC
6%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
13D/G
Company
|
5.5%
from 13D/G
|
$56,435,000
1,758,635 shares
|
— | 31 Mar 2025 |
| WASATCH ADVISORS LP |
13F
13D/G
Company
|
2.7%
from 13D/G
|
$109,342,439
3,407,368 shares
|
— | 31 Mar 2025 |
| VANGUARD GROUP INC |
13F
Company
|
10%
|
$105,776,919
3,296,258 shares
|
— | 31 Mar 2025 |
| BlackRock, Inc. |
13F
Company
|
7.3%
|
$77,893,357
2,427,341 shares
|
— | 31 Mar 2025 |
| Conestoga Capital Advisors, LLC |
13F
Company
|
6%
|
$63,264,235
1,971,463 shares
|
— | 31 Mar 2025 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
4.6%
|
$48,357,326
1,506,946 shares
|
— | 31 Mar 2025 |
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 Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
184
Shares
31,682,985
Rows available
184
| 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 Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
180
Q2 2025 holders
184
Holder diff
4
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend