HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO)

CUSIP: 42328H109

Q3 2026 13F Holders as of 30 Sep 2026

Holder snapshot 6 signals
Share change
-657,759
SEC-reported price per share
$67.92
Number of holders
35
Value change
-$59,092,055
Number of buys
16
Number of sells
14
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
33,071,098

Security key

42328H109

Report period

Q3 2026

Institutions

35

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
6/15
Latest evidence
30 Jun 2026
13F 13D/G Lead comparable stake: 5.5% 9 rows are not safely comparable across share classes. 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%.

6 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%
Reported 13D/G · 30 Sep 2024
$82,013,000
918,909 shares
— 30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC
13F 13D/G
Company · Vanguard Capital Management
5.2%
Reported 13D/G · 31 Mar 2026
$130,492,961
1,462,106 shares
— 30 Jun 2026
Conestoga Capital Advisors, LLC
13F 13D/G
Company · Conestoga Capital Advisors
5%
Reported 13D/G · 31 Dec 2025
$96,777,751
1,084,345 shares
— 30 Jun 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13D/G 13F
Vanguard Portfolio Management · Company
5%
Reported 13D/G · 30 Jun 2026
$147,874,934
1,656,862 shares
$0 30 Jun 2026
WELLINGTON MANAGEMENT GROUP LLP
13D/G 13F
Company
3.9%
Reported 13D/G · 31 Mar 2026
$84,554,810
1,306,673 shares
-$44,705,162 31 Mar 2026
WASATCH ADVISORS LP
13F 13D/G
Company
2.7%
Reported 13D/G · 30 May 2025
$58,912,586
660,085 shares
— 30 Jun 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 Q3 2026

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

Institutions
35
Shares
1,648,944
Rows available
35
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 Q3 2026 vs Q2 2026 Across Filers

Q2 2026 holders
285
Q3 2026 holders
35
Holder diff
-250
Investor Q2 2026 Shares Q3 2026 Shares Share Diff Share Chg % Q2 2026 value Q3 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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