Skip to main content
Equibles

HLIO

Helios Technologies, Inc.

Company with tickers: HLIO

CIK
1024795
CUSIP
42328H109
Shares Outstanding
33,046,358
13F Activity (30d)
137 filings 132 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 250
Total Value: $2,094,768,374
Total Shares: 32,371,636
Showing 1–100 of 252 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Superinvestors Holding HLIO

All superinvestors →
Mario Gabelli $844,141 Ray Dalio $422,168

Holder Concentration

Across 250 13F filers · Δ vs Dec 31, 2025
Top Holder
7.5%
Sep 2023 → Mar 2026 · range 7.5% – 13.4%
−2.1 pts
Top 5
25.9%
Sep 2023 → Mar 2026 · range 25.9% – 49.2%
−7.0 pts
Top 10
42.4%
Sep 2023 → Mar 2026 · range 42.4% – 72.9%
−4.9 pts
HHI
275
Sep 2023 → Mar 2026 · range 275 – 636
Broadly held−66

Quarterly Activity

vs Dec 31, 2025
New
60
Increased
79
Decreased
74
Sold Out
24
Unchanged
37
Holder count: +36
Institutional value: +13.6%
Shares held: -6.1%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. +645,319 768,660
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC +343,665 931,008
Mega JENNISON ASSOCIATES LLC +239,876 1,035,977
Mega AMERIPRISE FINANCIAL INC +219,719 739,261
Large WASATCH ADVISORS LP +208,823 799,008

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid Conestoga Capital Advisors, LLC −1,888,982 1,325,206
Large BARROW HANLEY MEWHINNEY & STRAUSS LLC −974,161 19,800
Mega WELLINGTON MANAGEMENT GROUP LLP −690,854 1,306,673
Large BESSEMER GROUP INC −273,153 1,555
Mid KENNEDY CAPITAL MANAGEMENT LLC −228,418 229,108

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 1,505,296 $97,407,704
Mega VANGUARD CAPITAL MANAGEMENT LLC 1,477,349 $95,599,253
Small Aperture Investors, LLC 304,003 $19,672,034
Mega VANGUARD FIDUCIARY TRUST CO 214,246 $13,863,858
Mid Leeward Investments, LLC - MA 149,265 $9,658,938

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 3,162,279 $169,150,302
Mid DEPRINCE RACE & ZOLLO INC 233,025 $12,464,507
Large COMERICA BANK 131,458 $7,031,687
Large ZACKS INVESTMENT MANAGEMENT 33,267 $1,779,451
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC 25,257 $1,350,996
Filter: New 60 Increased 79 Reduced 74 Sold out 24 Unchanged 37
Showing 100 of 252
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $158,083,675 7.55% 2,442,956
Mega DIMENSIONAL FUND ADVISORS LP $104,746,851 5.00% 1,618,712
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $97,407,704 4.65% 1,505,296
Mega VANGUARD CAPITAL MANAGEMENT LLC $95,599,253 4.56% 1,477,349
Mid Conestoga Capital Advisors, LLC $85,754,080 4.09% 1,325,206
Mega WELLINGTON MANAGEMENT GROUP LLP $84,554,807 4.04% 1,306,673
Small Sara-Bay Financial $74,668,610 3.56% 1,153,896
Mega JENNISON ASSOCIATES LLC $67,038,071 3.20% 1,035,977
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $60,245,527 2.88% 931,008
Large Thrivent Financial for Lutherans $59,892,081 2.86% 925,546
Mega GEODE CAPITAL MANAGEMENT, LLC $54,151,333 2.59% 836,831
Large WASATCH ADVISORS LP $51,703,807 2.47% 799,008
Mega STATE STREET CORP $50,992,062 2.43% 788,009
Mega T. Rowe Price Investment Management, Inc. $50,633,763 2.42% 782,472
Small ACK Asset Management LLC $50,498,260 2.41% 780,378
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $49,739,988 2.37% 768,660
Mega AMERIPRISE FINANCIAL INC $47,837,576 2.28% 739,261
Mega NEUBERGER BERMAN GROUP LLC $46,060,448 2.20% 711,798
Mid VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $44,848,686 2.14% 693,072
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $35,217,835 1.68% 544,241
Large VOYA INVESTMENT MANAGEMENT LLC $33,449,827 1.60% 516,919
Mega BANK OF AMERICA CORP /DE/ Bank $33,035,683 1.58% 510,519
Mega GOLDMAN SACHS GROUP INC $29,061,325 1.39% 449,101
Mega JANUS HENDERSON GROUP PLC $29,022,498 1.39% 448,501
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $27,181,500 1.30% 420,051
Mid SG Capital Management LLC $24,094,897 1.15% 372,352
Mega Nuveen, LLC $21,322,721 1.02% 329,512
Mega NORTHERN TRUST CORP Bank $20,558,300 0.98% 317,699
Small Aperture Investors, LLC $19,672,034 0.94% 304,003
Small IAT REINSURANCE CO LTD. Insurance $19,413,000 0.93% 300,000
Large Aberdeen Group plc $18,716,266 0.89% 289,233
Large MetLife Investment Management, LLC $18,125,723 0.87% 280,107
Mid ROYCE & ASSOCIATES LP $17,219,913 0.82% 266,109
Large Rockefeller Capital Management L.P. $15,393,536 0.73% 237,885
Mid KENNEDY CAPITAL MANAGEMENT LLC $14,825,578 0.71% 229,108
Mega Invesco Ltd. $14,183,003 0.68% 219,178
Mega VANGUARD FIDUCIARY TRUST CO Bank $13,863,858 0.66% 214,246
Large Driehaus Capital Management LLC $12,810,509 0.61% 197,968
Mega JANE STREET GROUP, LLC $12,512,518 0.60% 193,363
Large SILVERCREST ASSET MANAGEMENT GROUP LLC $11,656,988 0.56% 180,142
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $11,397,372 0.54% 176,130
Mega Bank of New York Mellon Corp Bank $10,470,205 0.50% 161,802
Mega RAYMOND JAMES FINANCIAL INC $10,468,071 0.50% 161,769
Mid CASTLEARK MANAGEMENT LLC $10,380,066 0.50% 160,409
Large SEI INVESTMENTS CO $10,060,916 0.48% 155,477
Mid Leeward Investments, LLC - MA $9,658,938 0.46% 149,265
Mid Ceredex Value Advisors LLC $9,638,554 0.46% 148,950
Mega MORGAN STANLEY $9,081,333 0.43% 140,339
Large Russell Investments Group, Ltd. $8,574,265 0.41% 132,503
Large FIFTH THIRD BANCORP Bank $8,398,257 0.40% 129,783
Mega VICTORY CAPITAL MANAGEMENT INC $8,246,383 0.39% 127,436
Mid Hillsdale Investment Management Inc. $7,313,524 0.35% 113,020
Mega CITADEL ADVISORS LLC $7,157,961 0.34% 110,616
Large Trexquant Investment LP $6,769,118 0.32% 104,607
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $6,057,761 0.29% 93,614
Mega AMERICAN CENTURY COMPANIES INC $5,165,216 0.25% 79,821
Mega ENVESTNET ASSET MANAGEMENT INC $4,855,191 0.23% 75,030
Large GABELLI FUNDS LLC $4,849,561 0.23% 74,943
Large Point72 Asset Management, L.P. $4,559,919 0.22% 70,467
Large CONGRESS ASSET MANAGEMENT CO $4,552,542 0.22% 70,353
Mega Swiss National Bank Bank $4,232,034 0.20% 65,400
Mega ROYAL BANK OF CANADA Bank $4,153,605 0.20% 64,188
Mid Granite Investment Partners, LLC $3,972,999 0.19% 61,397
Large NATIXIS ADVISORS, LLC $3,659,091 0.17% 56,546
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3,520,803 0.17% 54,409
Mega D. E. Shaw & Co., Inc. $3,425,617 0.16% 52,938
Mega AQR CAPITAL MANAGEMENT LLC $3,403,677 0.16% 52,599
Large HRT FINANCIAL LP $3,391,321 0.16% 52,408
Large KING LUTHER CAPITAL MANAGEMENT CORP $3,385,950 0.16% 52,325
Mega UBS Group AG $2,967,404 0.14% 45,857
Mega PRICE T ROWE ASSOCIATES INC /MD/ $2,937,251 0.14% 45,391
Large STIFEL FINANCIAL CORP $2,934,468 0.14% 45,348
Mid RICE HALL JAMES & ASSOCIATES, LLC $2,877,071 0.14% 44,461
Mega RHUMBLINE ADVISERS $2,866,717 0.14% 44,301
Mid GHP Investment Advisors, Inc. $2,757,163 0.13% 42,608
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,730,762 0.13% 42,200
Mid DARK FOREST CAPITAL MANAGEMENT LP $2,713,872 0.13% 41,939
Large Creative Planning $2,674,981 0.13% 41,338
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $2,575,069 0.12% 39,794
Mid HARBOR CAPITAL ADVISORS, INC. $2,328,265 0.11% 35,980
Large STATE OF WISCONSIN INVESTMENT BOARD $2,320,112 0.11% 35,854
Mega MILLENNIUM MANAGEMENT LLC $2,247,378 0.11% 34,730
Mega JPMORGAN CHASE & CO $2,216,510 0.11% 34,253
Mega ALLIANCEBERNSTEIN L.P. $2,147,466 0.10% 33,186
Mid D.A. DAVIDSON & CO. $2,004,715 0.10% 30,980
Mid Atom Investors LP $1,975,013 0.09% 30,521
Large State of New Jersey Common Pension Fund D Pension $1,974,884 0.09% 30,519
Large LAZARD ASSET MANAGEMENT LLC $1,966,019 0.09% 30,382
Mega BARCLAYS PLC $1,954,499 0.09% 30,204
Large MARSHALL WACE, LLP $1,943,693 0.09% 30,037
Mid OCCUDO QUANTITATIVE STRATEGIES LP $1,907,068 0.09% 29,471
Mega DEUTSCHE BANK AG\ Bank $1,891,020 0.09% 29,223
Mid PINNACLE ASSOCIATES LTD $1,836,858 0.09% 28,386
Mega Legal & General Group Plc $1,830,644 0.09% 28,290
Mega FIRST TRUST ADVISORS LP $1,816,150 0.09% 28,066
Large Centiva Capital, LP $1,675,083 0.08% 25,886
Mega FMR LLC $1,640,851 0.08% 25,357
Large Connor, Clark & Lunn Investment Management Ltd. $1,619,108 0.08% 25,021
Large CREDIT AGRICOLE S A $1,559,511 0.07% 24,100
Large Squarepoint Ops LLC $1,528,450 0.07% 23,620

Report a Problem

Category
Description
Email (optional, for follow-up)