SCHRODER INVESTMENT MANAGEMENT GROUP
Position in HLIO — Helios Technologies, Inc.
CIK 1086619
London, X0
Position in HLIO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$11,397,372
-$4,811,007 QoQ
Shares Held
176,130
-41.9% QoQ
Ownership
0.535%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLIO Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $4,173,275,380 across 26 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
932,407 | $912,005,933 | |
| 2 | GEV |
GE Vernova Inc.
|
618,568 | $726,730,798 | |
| 3 | EMR |
Emerson Electric Co
|
4,487,387 | $642,369,445 | |
| 4 | ETN |
Eaton Corp plc
|
1,365,927 | $582,048,810 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,569,884 | $424,606,522 | |
| 6 | OTIS |
Otis Worldwide Corp
|
2,468,392 | $176,736,865 | |
| 7 | ROK |
Rockwell Automation, Inc
|
319,389 | $158,123,105 | |
| 8 | CMI |
Cummins Inc
|
162,227 | $115,701,917 |
All Filings in HLIO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,397,372 | 176,130 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,208,379 | 303,017 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,144,504 | 309,697 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,856,532 | 235,437 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,583,348 | 236,315 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,014,741 | 246,746 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $15,469,348 | 324,305 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,199,408 | 255,485 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||