HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO)

CUSIP: 42328H109

Q2 2026 13F Holders as of 30 Jun 2026

Holder snapshot 6 signals
Share change
-1,198,442
SEC-reported price per share
$89.25
Number of holders
106
Value change
-$80,413,873
Number of buys
55
Number of sells
38
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
33,071,098

Security key

42328H109

Report period

Q2 2026

Institutions

106

Top holders

10

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
BlackRock, Inc.
Comparable rows
15/15
Latest evidence
30 Jun 2026
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%
VANGUARD CAPITAL MANAGEMENT LLC 5.2%
Conestoga Capital Advisors, LLC 5%
VANGUARD PORTFOLIO MANAGEMENT LLC 5%
WELLINGTON MANAGEMENT GROUP LLP 3.9%

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
$59,893,000
925,546 shares
31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
5.2%
$111,420,396
1,721,842 shares
$0 31 Mar 2026
Conestoga Capital Advisors, LLC
13D/G 13F
Conestoga Capital Advisors · Company
5%
$88,907,511
1,662,124 shares
-$25,595,643 31 Dec 2025
VANGUARD PORTFOLIO MANAGEMENT LLC
13D/G 13F
Vanguard Portfolio Management · Company
5%
$147,874,934
1,656,862 shares
$0 30 Jun 2026
WELLINGTON MANAGEMENT GROUP LLP
13D/G 13F
Company
3.9%
$84,554,810
1,306,673 shares
-$44,705,162 31 Mar 2026
WASATCH ADVISORS LP
13F 13D/G
Company
2.7%
from 13D/G
$51,703,808
799,008 shares
31 Mar 2026
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 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
106
Shares
9,135,284
Rows available
106
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 2026 vs Q1 2026 Across Filers

Q1 2026 holders
250
Q2 2026 holders
106
Holder diff
-144
Investor Q1 2026 Shares Q2 2026 Shares Share Diff Share Chg % Q1 2026 value Q2 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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