Helios Technologies HLIO Institutional Ownership

NYSE HLIO

$68.91 +0.99 (+1.46%)

As of: Oct 1, 2026 · 3:59 PM EDT

Institutions by Trading Activity

284 Institutions

Increased 160 56.3%

Unchanged 31 10.9%

Reduced 93 32.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

98.57%

▲+1.16 pp QoQ

Shares Held by Institutions

32.63Mn

of 33.10Mn outstanding

▲+7.30% QoQ

Shares Outstanding

33.10Mn

474.59K held outside 13F filers

Institutional Investors

284

filed 13F for Jun 2026

▲+35 vs prior quarter

Net Shares Added (QoQ)

+2.22Mn

accumulated since last quarter

Value of Holdings

$2.21Bn

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) showed up in the 13F filings of 284 institutional investors as of June 2026.

They owned 98.6% of outstanding stock in June 2026, up from 97.4% the prior quarter.
They increased total shares held in Helios Technologies by 7.3% from last quarter, and the number of investors in HLIO increased 53.51% annually.
Of these 284 holders, 160 added to their stakes in Helios Technologies, 93 trimmed positions, and 31 made no changes.
Altogether, these fund groups held 32.63Mn shares in HLIO by June 2026, up by 2.22Mn shares quarter on quarter, and up 1.44Mn shares year over year.
BlackRock, Inc. is the top holder of Helios Technologies as of June 30, 2026, with 2.59Mn shares representing 7.83% of outstanding stock.
Leading buyers of Helios Technologies shares for the quarter ending June 2026 were 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 largest sales of HLIO for the quarter ending June 2026 came from 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).
Per Business Quant data, the top 10 holders of Helios Technologies for the quarter ending June 2026 are 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 32.63Mn

Of outstanding 98.57%

#	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