Skip to main content
Equibles
HLIO logo

HLIO · Helios Technologies, Inc.

Track HLIO — free Ask ALVIS about HLIO
$74.91 -2.51 (-3.24%)
Market Cap
$2.48B
Shares
33.05M

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 253
Total Value: $2,008,347,525
Total Shares: 29,843,728
Showing 1–100 of 255 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
Top Holder
7.9%
Jun 2023 → Mar 2026 · range 7.9% – 13.4%
of institutional value
Top 5
26.5%
Jun 2023 → Mar 2026 · range 26.5% – 49.9%
of institutional value
Top 10
42.3%
Jun 2023 → Mar 2026 · range 42.3% – 72.9%
of institutional value
HHI
279
Jun 2023 → Mar 2026 · range 279 – 641
Broadly held
Showing 100 of 255
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $158,083,675 7.87% 2,442,956
Mega DIMENSIONAL FUND ADVISORS LP $104,746,851 5.22% 1,618,712
Small Sara-Bay Financial $102,339,226 5.10% 1,146,658
Mid Conestoga Capital Advisors, LLC $96,777,791 4.82% 1,084,345
Mega VANGUARD CAPITAL MANAGEMENT LLC $95,599,253 4.76% 1,477,349
Mega WELLINGTON MANAGEMENT GROUP LLP $84,554,807 4.21% 1,306,673
Mega JENNISON ASSOCIATES LLC $67,038,071 3.34% 1,035,977
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $60,245,527 3.00% 931,008
Large Thrivent Financial for Lutherans $59,892,081 2.98% 925,546
Large WASATCH ADVISORS LP $58,912,586 2.93% 660,085
Mega GEODE CAPITAL MANAGEMENT, LLC $54,151,333 2.70% 836,831
Mega STATE STREET CORP $50,992,062 2.54% 788,009
Mega T. Rowe Price Investment Management, Inc. $50,633,763 2.52% 782,472
Small ACK Asset Management LLC $50,498,260 2.51% 780,378
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $49,739,988 2.48% 768,660
Mega AMERIPRISE FINANCIAL INC $47,837,576 2.38% 739,261
Mega NEUBERGER BERMAN GROUP LLC $46,060,448 2.29% 711,798
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $35,217,835 1.75% 544,241
Large VOYA INVESTMENT MANAGEMENT LLC $33,449,827 1.67% 516,919
Mega BANK OF AMERICA CORP /DE/ Bank $33,035,683 1.64% 510,519
Mega GOLDMAN SACHS GROUP INC $29,061,325 1.45% 449,101
Mega JANUS HENDERSON GROUP PLC $29,022,498 1.45% 448,501
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $27,181,500 1.35% 420,051
Mid SG Capital Management LLC $24,094,897 1.20% 372,352
Mega Nuveen, LLC $21,322,721 1.06% 329,512
Mega NORTHERN TRUST CORP Bank $20,558,300 1.02% 317,699
Small Aperture Investors, LLC $19,672,034 0.98% 304,003
Small IAT REINSURANCE CO LTD. Insurance $19,413,000 0.97% 300,000
Large Aberdeen Group plc $18,716,266 0.93% 289,233
Large MetLife Investment Management, LLC $18,125,723 0.90% 280,107
Mid ROYCE & ASSOCIATES LP $17,219,913 0.86% 266,109
Large Rockefeller Capital Management L.P. $15,393,536 0.77% 237,885
Mid KENNEDY CAPITAL MANAGEMENT LLC $14,825,578 0.74% 229,108
Mega Invesco Ltd. $14,183,003 0.71% 219,178
Mega VANGUARD FIDUCIARY TRUST CO Bank $13,863,858 0.69% 214,246
Large Driehaus Capital Management LLC $12,810,509 0.64% 197,968
Mega JANE STREET GROUP, LLC $12,512,518 0.62% 193,363
Large SILVERCREST ASSET MANAGEMENT GROUP LLC $11,656,988 0.58% 180,142
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $11,397,372 0.57% 176,130
Large CONGRESS ASSET MANAGEMENT CO $11,176,331 0.56% 125,225
Mega Bank of New York Mellon Corp Bank $10,470,205 0.52% 161,802
Mega RAYMOND JAMES FINANCIAL INC $10,468,071 0.52% 161,769
Mid CASTLEARK MANAGEMENT LLC $10,380,066 0.52% 160,409
Large SEI INVESTMENTS CO $10,060,916 0.50% 155,477
Mid Leeward Investments, LLC - MA $9,658,938 0.48% 149,265
Mid Ceredex Value Advisors LLC $9,638,554 0.48% 148,950
Mega MORGAN STANLEY $9,081,333 0.45% 140,339
Large Russell Investments Group, Ltd. $8,574,265 0.43% 132,503
Large FIFTH THIRD BANCORP Bank $8,398,257 0.42% 129,783
Mega VICTORY CAPITAL MANAGEMENT INC $8,246,383 0.41% 127,436
Mid Hillsdale Investment Management Inc. $7,313,524 0.36% 113,020
Mega CITADEL ADVISORS LLC $7,157,961 0.36% 110,616
Large Trexquant Investment LP $6,769,118 0.34% 104,607
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $6,057,761 0.30% 93,614
Mega AMERICAN CENTURY COMPANIES INC $5,165,216 0.26% 79,821
Mega ENVESTNET ASSET MANAGEMENT INC $4,855,191 0.24% 75,030
Large GABELLI FUNDS LLC $4,849,561 0.24% 74,943
Large Point72 Asset Management, L.P. $4,559,919 0.23% 70,467
Mega Swiss National Bank Bank $4,232,034 0.21% 65,400
Mega ROYAL BANK OF CANADA Bank $4,153,605 0.21% 64,188
Mid Granite Investment Partners, LLC $3,972,999 0.20% 61,397
Mid GHP Investment Advisors, Inc. $3,961,985 0.20% 44,392
Large NATIXIS ADVISORS, LLC $3,659,091 0.18% 56,546
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3,520,803 0.18% 54,409
Mega D. E. Shaw & Co., Inc. $3,425,617 0.17% 52,938
Mega AQR CAPITAL MANAGEMENT LLC $3,403,677 0.17% 52,599
Large HRT FINANCIAL LP $3,391,321 0.17% 52,408
Large KING LUTHER CAPITAL MANAGEMENT CORP $3,385,950 0.17% 52,325
Mega UBS Group AG $2,967,404 0.15% 45,857
Mega PRICE T ROWE ASSOCIATES INC /MD/ $2,937,251 0.15% 45,391
Large STIFEL FINANCIAL CORP $2,934,468 0.15% 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
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,730,762 0.14% 42,200
Mid DARK FOREST CAPITAL MANAGEMENT LP $2,713,872 0.14% 41,939
Large Creative Planning $2,674,981 0.13% 41,338
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $2,575,069 0.13% 39,794
Mid D.A. DAVIDSON & CO. $2,392,346 0.12% 26,805
Mid HARBOR CAPITAL ADVISORS, INC. $2,328,265 0.12% 35,980
Large STATE OF WISCONSIN INVESTMENT BOARD $2,320,112 0.12% 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 0.11% 33,186
Mid Atom Investors LP $1,975,013 0.10% 30,521
Large State of New Jersey Common Pension Fund D Pension $1,974,884 0.10% 30,519
Large LAZARD ASSET MANAGEMENT LLC $1,966,019 0.10% 30,382
Mega BARCLAYS PLC $1,954,499 0.10% 30,204
Large MARSHALL WACE, LLP $1,943,693 0.10% 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 0.08% 24,100
Large Squarepoint Ops LLC $1,528,450 0.08% 23,620
Small EntryPoint Capital, LLC $1,527,156 0.08% 23,600
Large DIAMOND HILL CAPITAL MANAGEMENT INC $1,485,288 0.07% 22,953
Key facts CIK 1024795 CUSIP 42328H109 13F (30d) 41 filings 40 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)