Helios Technologies, Inc. (HLIO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

33,300,000Shares Outstanding

33,543,491Shares held by institutions

$2,320,203,272Value of institutional holdings

100.73%Institutional ownership %

-0.72%Shares Changed QoQ

207No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Helios Technologies, Inc. (NYSE:HLIO) has 207 institutional investors with active 13F positions as of December 2025.

They owned 98.9% of outstanding stock in December 2025, down from 102.0% the prior quarter.
Their total shares held in HLIO decreased -2.24% from the prior quarter, while the number of investors in Helios Technologies increased 19.65% year over year.
Of these 207 funds, 92 grew their exposure to Helios Technologies, 84 cut back, and 31 maintained positions.
The aggregate institutional position in Helios Technologies amounted to 32.93Mn shares as of December 2025, down by 753.79K shares quarter on quarter, and down 2.37Mn shares year over year.
As of December 31, 2025, VANGUARD GROUP INC held the largest stake in Helios Technologies with 3.16Mn shares, accounting for 9.5% of total shares outstanding.
The largest buyers of Helios Technologies for the quarter ending December 2025 were WELLINGTON MANAGEMENT GROUP LLP (1.07Mn), JENNISON ASSOCIATES LLC (796.1K), VOYA INVESTMENT MANAGEMENT LLC (480.74K), SILVERCREST ASSET MANAGEMENT GROUP LLC (285.42K), Goldman Sachs Group Inc (264.92K).
Top sellers of HLIO stock for the quarter ending December 2025 included Bank Of America Corp /De/ (920.94K), DEPRINCE RACE & ZOLLO INC (613.23K), THRIVENT FINANCIAL FOR LUTHERANS (604.76K), KENNEDY CAPITAL MANAGEMENT LLC (300.26K), WASATCH ADVISORS LP (264.53K).
According to Business Quant data, leading holders of HLIO for December 2025 are VANGUARD GROUP INC (3.16Mn), BlackRock, Inc. (2.47Mn), WELLINGTON MANAGEMENT GROUP LLP (2.0Mn), DIMENSIONAL FUND ADVISORS LP (1.61Mn), Conestoga Capital Advisors, LLC (1.55Mn), Sara-Bay Financial (1.2Mn), T. Rowe Price Investment Management, Inc. (1.06Mn), BARROW HANLEY MEWHINNEY & STRAUSS LLC (993.96K), THRIVENT FINANCIAL FOR LUTHERANS (925.77K), JENNISON ASSOCIATES LLC (796.1K).

207 Institutional Holders

33,543,491 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	3,162,279	-30,580	-0.96%	$169,150,304.00
BlackRock, Inc.	31 Dec, 2025	2,468,752	8,680	0.35%	$132,053,518.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,997,527	1,067,846	114.86%	$106,847,720.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,612,365	-14,431	-0.89%	$86,246,918.00
Conestoga Capital Advisors, LLC	31 Dec, 2025	1,552,064	-107,960	-6.50%	$83,019,880.00
Sara-Bay Financial	31 Dec, 2025	1,204,959	-1,555	-0.13%	$65,381,075.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	1,064,168	216,803	25.59%	$56,924.00
BARROW HANLEY MEWHINNEY & STRAUSS LLC	31 Dec, 2025	993,961	-173,508	-14.86%	$53,166,974.00
THRIVENT FINANCIAL FOR LUTHERANS	31 Dec, 2025	925,769	-604,756	-39.51%	$49,519.00
JENNISON ASSOCIATES LLC	31 Dec, 2025	796,101	796,101	0.00%	$42,583,443.00
State Street Corp	31 Dec, 2025	795,883	-13,176	-1.63%	$42,571,782.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	787,520	-551	-0.07%	$42,131,644.00
ACK Asset Management LLC	31 Dec, 2025	780,378	10,378	1.35%	$41,742,419.00
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	31 Dec, 2025	758,737	-16,680	-2.15%	$40,584,842.00
Neuberger Berman Group LLC	31 Dec, 2025	704,395	-5,069	-0.71%	$37,707,729.00
Bank Of America Corp /De/	31 Dec, 2025	658,896	-920,938	-58.29%	$35,244,346.00
Goldman Sachs Group Inc	31 Dec, 2025	640,440	264,918	70.55%	$34,257,142.00
WASATCH ADVISORS LP	31 Dec, 2025	590,185	-264,526	-30.95%	$31,568,996.00
Rockefeller Capital Management L.P.	31 Dec, 2025	588,296	25,718	4.57%	$31,468,012.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	587,343	-148,378	-20.17%	$31,416,977.00

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