Skip to main content
Equibles

NEUBERGER BERMAN GROUP LLC

Position in HLIO — Helios Technologies, Inc.

CIK 1465109 NEW YORK, NY
Back to HLIO Full portfolio

Position in HLIO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$67,998,057
+$21,937,609 QoQ
Shares Held
761,883
+7.0% QoQ
Ownership
2.31%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#15
of 283 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 71% Shared 0% None 29%

Common Shares in HLIO Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

NEUBERGER BERMAN GROUP LLC holds $3,907,178,636 across 38 Specialty Industrial Machinery names. HLIO ranks #16 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ETN
Eaton Corp plc
 1,467,698 $625,415,471
2 GEV
GE Vernova Inc.
 462,934 $543,882,638
3 CMI
Cummins Inc
 476,978 $340,185,478
4 AME
Ametek Inc/
 1,092,452 $264,307,836
5 ROK
Rockwell Automation, Inc
 447,447 $221,522,059
6 GTES
Gates Industrial Corp Ltd.
 7,169,311 $200,525,628
7 SXI
Standex International Corp/De/
 499,695 $178,725,909
8 EPAC
Enerpac Tool Group Corp
 4,648,312 $166,688,467

All Filings in HLIO

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $67,998,057 761,883
2026-03-31 $46,060,448 711,798
2025-12-31 $37,678,088 704,395
2025-09-30 $36,984,358 709,464
2025-06-30 $16,230,700 486,386
2025-03-31 $15,562,173 484,954
2024-12-31 $21,824,495 488,900
2024-09-30 $22,854,691 479,134
2024-06-30 $15,439,770 323,346
2024-03-31 $1,423,375 31,850