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Equibles

WELLINGTON MANAGEMENT GROUP LLP

Position in HLIO — Helios Technologies, Inc.

CIK 902219 Boston, MA
Back to HLIO Full portfolio

Position in HLIO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$79,201,965
-$5,352,842 QoQ
Shares Held
887,417
-32.1% QoQ
Ownership
2.69%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#11
of 283 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 0% Shared 76% None 24%

Common Shares in HLIO Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

WELLINGTON MANAGEMENT GROUP LLP holds $8,649,039,471 across 31 Specialty Industrial Machinery names. HLIO ranks #14 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ETN
Eaton Corp plc
 6,827,266 $2,909,234,585
2 EMR
Emerson Electric Co
 8,464,091 $1,211,634,624
3 AME
Ametek Inc/
 2,994,077 $724,386,987
4 PH
Parker-Hannifin Corp
 681,600 $666,686,587
5 RRX
Regal Rexnord Corp
 2,584,056 $615,496,293
6 GEV
GE Vernova Inc.
 383,942 $451,078,096
7 DOV
DOVER Corp
 1,740,986 $390,468,338
8 CMI
Cummins Inc
 495,047 $353,072,470

All Filings in HLIO

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $79,201,965 887,417
2026-03-31 $84,554,807 1,306,673
2025-12-31 $106,847,717 1,997,527
2025-09-30 $48,464,268 929,681
2025-06-30 $40,562,000 1,215,523
2025-03-31 $35,521,092 1,106,921
2024-12-31 $65,320,148 1,463,265
2024-09-30 $96,483,933 2,022,724
2024-06-30 $138,214,665 2,894,548
2024-03-31 $146,517,862 3,278,538
2023-12-31 $114,465,258 2,524,041
2023-09-30 $62,078,956 1,118,943
2023-06-30 $33,961,402 513,866
2023-03-31 $46,470,361 710,556
2022-12-31 $36,502,074 670,501
2022-09-30 $27,840,928 550,216
2022-06-30 $49,545,791 747,861
2022-03-31 $61,122,572 761,652
2021-12-31 $70,149,861 667,014
2021-09-30 $49,233,072 599,599
2021-06-30 $55,260,022 708,008
2021-03-31 $42,062,821 577,231
2020-12-31 $222,166 4,169