Who owns Helios Technologies, Inc.?
Institutional ownership of HLIO from SEC Form 13F filings across 196 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.
196
13F holders
$1.95B
value, 2026 filers
69.3%
of shares outstanding (22.9M sh)
36
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% | 7.8% | +6.1% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.6M | $146.5M | 0.0% | 5% | +9.0% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $130.5M | 0.0% | 4.4% | -50.5% |
| 4 | Invesco Ltd. | 1.1M | $96.7M | 0.0% | 3.3% | +394.1% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 979,448 | $87.4M | 0.0% | 3% | +17.0% |
| 6 | JENNISON ASSOCIATES LLC | 977,554 | $87.2M | 0.1% | 3% | -5.6% |
| 7 | Thrivent Financial for Lutherans | 918,909 | $82,013 | 0.1% | 2.8% | -0.7% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 887,417 | $79.2M | 0.0% | 2.7% | -32.1% |
| 9 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 834,221 | $74.5M | 0.2% | 2.5% | -10.4% |
| 10 | NEUBERGER BERMAN GROUP LLC | 761,883 | $68.0M | 0.0% | 2.3% | +7.0% |
| 11 | AMERIPRISE FINANCIAL INC | 743,426 | $66.4M | 0.0% | 2.2% | +0.6% |
| 12 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 718,688 | $64.1M | 0.1% | 2.2% | -6.5% |
| 13 | Nuveen, LLC | 507,047 | $45.3M | 0.0% | 1.5% | +53.9% |
| 14 | GOLDMAN SACHS GROUP INC | 449,107 | $40.1M | 0.0% | 1.4% | 0.0% |
| 15 | BANK OF AMERICA CORP /DE/ | 411,128 | $36.7M | 0.0% | 1.2% | -19.5% |
| 16 | Jupiter Topco LLCNEW | 408,245 | $36.4M | 0.0% | 1.2% | new |
| 17 | Sixth Street Partners Management Company, L.P.NEW | 407,860 | $36.4M | 6.3% | 1.2% | new |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 407,860 | $36.4M | 0.0% | 1.2% | -2.9% |
| 19 | Aberdeen Group plc | 397,396 | $35.5M | 0.0% | 1.2% | +37.4% |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 395,605 | $35.3M | 0.0% | 1.2% | -27.3% |
| 21 | NORTHERN TRUST CORP | 334,725 | $29.9M | 0.0% | 1% | +5.4% |
| 22 | MetLife Investment Management, LLC | 283,541 | $25.3M | 0.1% | 0.9% | +1.2% |
| 23 | FMR LLC | 269,417 | $24.0M | 0.0% | 0.8% | +962.5% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 222,079 | $19.8M | 0.0% | 0.7% | +3.7% |
| 25 | MORGAN STANLEY | 218,478 | $19.5M | 0.0% | 0.7% | +55.7% |
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.