Who owns HELIOS TECHNOLOGIES, INC.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HLIO from SEC Form 13F filings across 285 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 285 institutions disclosed 32.2M shares of HELIOS TECHNOLOGIES, INC. worth $2.86B — about 97.7% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
285
13F holders
$2.86B
value, 2026 filers
97.7%
of shares outstanding (32.2M sh)
63
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HLIO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.6M | $231.4M | 0.0% | 7.9% | +6.1% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.6M | $146.5M | 0.0% | 5% | +9.0% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $138.3M | 0.0% | 4.7% | -4.3% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $130.5M | 0.0% | 4.4% | -1.0% |
| 5 | Sara-Bay Financial | 1.1M | $102.3M | 27.3% | 3.5% | -0.6% |
| 6 | Conestoga Capital Advisors, LLC | 1.1M | $96.8M | 2.1% | 3.3% | -18.2% |
| 7 | Invesco Ltd. | 1.1M | $96.7M | 0.0% | 3.3% | +394.1% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 979,448 | $87.4M | 0.0% | 3% | +17.0% |
| 9 | JENNISON ASSOCIATES LLC | 977,554 | $87.2M | 0.1% | 3% | -5.6% |
| 10 | Thrivent Financial for Lutherans | 918,909 | $82.0M | 0.1% | 2.8% | -0.7% |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 887,417 | $79.2M | 0.0% | 2.7% | -32.1% |
| 12 | STATE STREET CORP | 841,953 | $75.1M | 0.0% | 2.6% | +6.8% |
| 13 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 834,221 | $74.5M | 0.2% | 2.5% | -10.4% |
| 14 | T. Rowe Price Investment Management, Inc. | 779,227 | $69.5M | 0.0% | 2.4% | -0.4% |
| 15 | NEUBERGER BERMAN GROUP LLC | 761,883 | $68.0M | 0.0% | 2.3% | +7.0% |
| 16 | AMERIPRISE FINANCIAL INC | 743,426 | $66.4M | 0.0% | 2.3% | +0.6% |
| 17 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 718,688 | $64.1M | 0.1% | 2.2% | -6.5% |
| 18 | ACK Asset Management LLC | 681,000 | $60.8M | 7.1% | 2.1% | -12.7% |
| 19 | WASATCH ADVISORS LP | 660,085 | $58.9M | 0.4% | 2% | -17.4% |
| 20 | Nuveen, LLC | 507,047 | $45.3M | 0.0% | 1.5% | +53.9% |
| 21 | GOLDMAN SACHS GROUP INC | 449,107 | $40.1M | 0.0% | 1.4% | 0.0% |
| 22 | BANK OF AMERICA CORP /DE/ | 411,128 | $36.7M | 0.0% | 1.2% | -19.5% |
| 23 | Jupiter Topco LLCNEW | 408,245 | $36.4M | 0.0% | 1.2% | new |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 407,860 | $36.4M | 0.0% | 1.2% | -2.9% |
| 25 | Aberdeen Group plc | 397,396 | $35.5M | 0.0% | 1.2% | +37.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.