Helios Technologies HLIO Institutional Ownership

NYSE HLIO

$68.62 -2.11 (-2.98%)

As of: Sep 10, 2026 · 12:34 PM EDT

Institutions by Trading Activity

283 Institutions

Increased 159 56.2%

Unchanged 31 11.0%

Reduced 93 32.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

98.56%

▼-0.19 pp QoQ

Shares Held by Institutions

32.62Mn

of 33.10Mn outstanding

▲+7.29% QoQ

Shares Outstanding

33.10Mn

476.59K held outside 13F filers

Institutional Investors

283

filed 13F for Jun 2026

▲+34 vs prior quarter

Net Shares Added (QoQ)

+2.22Mn

accumulated since last quarter

Value of Holdings

$2.34Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Helios Technologies, Inc. (NYSE:HLIO) appears in 283 institutional 13F filings for the quarter ending June 2026.

Collectively, these holders controlled 98.6% of Helios Technologies's outstanding shares in June 2026, down from 98.8% in March 2026.
They increased total shares held in Helios Technologies by 7.29% from the prior quarter, while the number of investors in HLIO increased 52.97% year over year.
Of these 283 funds, 159 grew their exposure to Helios Technologies, 93 cut back, and 31 maintained positions.
Altogether, these fund groups held 32.62Mn shares in HLIO by June 2026, up by 2.22Mn shares quarter on quarter, and up 451.34K shares year over year.
BlackRock, Inc. holds the largest position in HLIO at 2.59Mn shares as of June 30, 2026, or 7.83% of shares outstanding.
Top purchasers of HLIO stock for the quarter ending June 2026 included Invesco Ltd. (863.86K), Jupiter Topco LLC (408.24K), Sixth Street Partners Management Company, L.P. (407.86K), FMR LLC (244.06K), Nuveen, LLC (177.54K).
The biggest sellers of Helios Technologies for the quarter ending June 2026 included VOYA INVESTMENT MANAGEMENT LLC (510.53K), WELLINGTON MANAGEMENT GROUP LLP (419.26K), Conestoga Capital Advisors, LLC (240.86K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (148.64K), WASATCH ADVISORS LP (138.92K).
Business Quant data shows the 10 biggest positions in Helios Technologies as of June 2026 are held by BlackRock, Inc. (2.59Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.64Mn), DIMENSIONAL FUND ADVISORS LP (1.55Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.46Mn), Sara-Bay Financial (1.15Mn), Conestoga Capital Advisors, LLC (1.08Mn), Invesco Ltd. (1.08Mn), GEODE CAPITAL MANAGEMENT, LLC (979.45K), JENNISON ASSOCIATES LLC (977.55K), THRIVENT FINANCIAL FOR LUTHERANS (918.91K).

Form 13F Holdings

283 Institutional Holders

Report period 30 Jun, 2026

Total shares held 32.62Mn

Of outstanding 98.56%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	2,592,872	7.83%	▲149,916	+6.14%	$231.41Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,641,106	4.96%	▲135,810	+9.02%	$146.47Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	1,549,341	4.68%	▼69,371	-4.29%	$138.28Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,462,106	4.42%	▼15,243	-1.03%	$130.49Mn
5	Sara-Bay Financial	0001816444	1,146,658	3.46%	▼7,238	-0.63%	$102.34Mn
6	Conestoga Capital Advisors, LLC	0001163744	1,084,345	3.28%	▼240,861	-18.18%	$96.78Mn
7	Invesco Ltd.	0000914208	1,083,038	3.27%	▲863,860	+394.14%	$96.66Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	979,448	2.96%	▲142,617	+17.04%	$87.43Mn
9	JENNISON ASSOCIATES LLC	0000053417	977,554	2.95%	▼58,423	-5.64%	$87.25Mn
10	THRIVENT FINANCIAL FOR LUTHERANS	0000314984	918,909	2.78%	▼6,637	-0.72%	$82.01K
11	WELLINGTON MANAGEMENT GROUP LLP	0000902219	887,417	2.68%	▼419,256	-32.09%	$79.20Mn
12	State Street Corp	0000093751	841,953	2.54%	▲53,944	+6.85%	$75.15Mn
13	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	834,221	2.52%	▼96,787	-10.40%	$74.45Mn
14	T. Rowe Price Investment Management, Inc.	0001897612	779,227	2.35%	▼3,245	-0.41%	$69.55K
15	Neuberger Berman Group LLC	0001465109	761,883	2.30%	▲50,085	+7.04%	$68.01Mn
16	Ameriprise Financial Inc	0000820027	743,426	2.25%	▲4,165	+0.56%	$66.35Mn
17	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	718,688	2.17%	▼49,972	-6.50%	$64.14Mn
18	ACK Asset Management LLC	0001510940	681,000	2.06%	▼99,378	-12.73%	$60.78Mn
19	WASATCH ADVISORS LP	0000814133	660,085	1.99%	▼138,923	-17.39%	$58.91Mn
20	Nuveen, LLC	0001871926	507,047	1.53%	▲177,535	+53.88%	$45.25Mn

Showing 1 to 20 of 283 holders