HELIOS TECHNOLOGIES INC (HLIO)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
268
Reporting holders
$2.8B
Reported value
93.6%
Of shares outstanding
0.5%
Held as options
+33
Holder change
Institutions report 30,837,757 shares against 32,950,577 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $231.4M | 2,592,872 | 0.00% | 8q | +6.1%+$13.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $146.5M | 1,641,106 | 0.01% | 2q | +9.0%+$12.1M |
| DIMENSIONAL FUND ADVISORS LP | $138.3M | 1,549,341 | 0.03% | 29q | -4.3%-$6.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $130.5M | 1,462,106 | 0.00% | 2q | -1.0%-$1.4M |
| Sara-Bay Financial | $102.3M | 1,146,658 | 27.26% | 25q | -0.6%-$646.0K |
| Conestoga Capital Advisors, LLC | $96.8M | 1,084,345 | 2.11% | 29q | -18.2%-$21.5M |
| Invesco Ltd. | $96.7M | 1,083,038 | 0.01% | 29q | +394.1%+$77.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $87.4M | 979,448 | 0.00% | 29q | +17.0%+$12.7M |
| JENNISON ASSOCIATES LLC | $87.2M | 977,554 | 0.05% | 3q | -5.6%-$5.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $79.2M | 887,417 | 0.01% | 23q | -32.1%-$37.4M |
| STATE STREET CORP | $75.1M | 841,953 | 0.00% | 29q | +6.8%+$4.8M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $74.5M | 834,221 | 0.22% | 5q | -10.4%-$8.6M |
| NEUBERGER BERMAN GROUP LLC | $68.0M | 761,883 | 0.05% | 10q | +7.0%+$4.5M |
| AMERIPRISE FINANCIAL INC | $66.4M | 743,426 | 0.01% | 29q | -49.7%-$65.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $64.1M | 718,688 | 0.10% | 3q | -6.5%-$4.5M |
| ACK Asset Management LLC | $60.8M | 681,000 | 7.10% | 4q | -12.7%-$8.9M |
| WASATCH ADVISORS LP | $58.9M | 660,085 | 0.39% | 29q | -17.4%-$12.4M |
| Nuveen, LLC | $45.3M | 507,047 | 0.01% | 6q | +53.9%+$15.8M |
| GOLDMAN SACHS GROUP INC | $40.1M | 449,107 | 0.00% | 29q | HELD |
| BANK OF AMERICA CORP /DE/ | $36.7M | 411,128 | 0.00% | 29q | -19.5%-$8.9M |
| Jupiter Topco LLC | $36.4M | 408,245 | 0.01% | new | FIRST |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $36.4M | 407,860 | 0.00% | 29q | -2.9%-$1.1M |
| Sixth Street Partners Management Company, L.P. | $36.4M | 407,860 | 0.00% | new | NEW |
| Aberdeen Group plc | $35.5M | 397,396 | 0.05% | 3q | +37.4%+$9.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $35.3M | 395,605 | 0.02% | 6q | -27.3%-$13.3M |
| NORTHERN TRUST CORP | $29.9M | 334,725 | 0.00% | 29q | +5.4%+$1.5M |
| Driehaus Capital Management LLC | $26.7M | 299,426 | 0.15% | 4q | +51.2%+$9.1M |
| MetLife Investment Management, LLC | $25.3M | 283,541 | 0.11% | 29q | +1.2%+$306.5K |
| Aperture Investors, LLC | $24.1M | 270,566 | 2.18% | 2q | -11.0%-$3.0M |
| FMR LLC | $24.0M | 269,417 | 0.00% | 19q | +962.5%+$21.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23.4M | 181,107 | 0.00% | 19q | +93.5%+$11.3M |
| ROYCE & ASSOCIATES LP | $22.5M | 252,199 | 0.18% | 29q | -5.2%-$1.2M |
| KENNEDY CAPITAL MANAGEMENT LLC | $19.9M | 222,678 | 0.35% | 4q | -2.8%-$573.9K |
| VANGUARD FIDUCIARY TRUST CO | $19.8M | 222,079 | 0.00% | 2q | +3.7%+$699.1K |
| MORGAN STANLEY | $19.5M | 218,478 | 0.00% | 29q | +55.7%+$7.0M |
| Leeward Investments, LLC - MA | $18.7M | 209,025 | 0.85% | 2q | +40.0%+$5.3M |
| Rockefeller Capital Management L.P. | $18.0M | 201,486 | 0.03% | 9q | -15.3%-$3.2M |
| CITADEL ADVISORS LLC | $17.4M | 168,281 | 0.00% | 16q | +52.1%+$6.0M |
| JANE STREET GROUP, LLC | $16.9M | 182,632 | 0.00% | 10q | -5.5%-$992.9K |
| Public Sector Pension Investment Board | $16.9M | 189,132 | 0.02% | new | NEW |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $16.1M | 130,000 | 1.66% | new | NEW |
| Bank of New York Mellon Corp | $14.9M | 167,182 | 0.00% | 29q | +3.3%+$480.2K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $14.8M | 165,273 | 0.10% | 3q | -8.3%-$1.3M |
| RAYMOND JAMES FINANCIAL INC | $13.5M | 151,333 | 0.00% | 7q | -6.5%-$931.4K |
| IAT REINSURANCE CO LTD. | $13.4M | 300,000 | 8.04% | 29q | HELD |
| Point72 Asset Management, L.P. | $13.0M | 145,455 | 0.01% | 2q | +106.4%+$6.7M |
| TUDOR INVESTMENT CORP ET AL | $12.7M | 141,953 | 0.02% | new | NEW |
| MACKENZIE FINANCIAL CORP | $12.3M | 138,268 | 0.01% | new | NEW |
| UBS Group AG | $12.3M | 137,859 | 0.00% | 29q | +200.6%+$8.2M |
| Hillsdale Investment Management Inc. | $11.2M | 126,040 | 0.26% | 2q | +11.5%+$1.2M |
| CASTLEARK MANAGEMENT LLC | $11.2M | 125,409 | 0.30% | 4q | -21.8%-$3.1M |
| CONGRESS ASSET MANAGEMENT CO | $11.2M | 125,225 | 0.07% | 4q | +78.0%+$4.9M |
| Ceredex Value Advisors LLC | $10.7M | 119,900 | 0.30% | 12q | -19.5%-$2.6M |
| D. E. Shaw & Co., Inc. | $9.8M | 109,843 | 0.00% | 2q | +107.5%+$5.1M |
| FIFTH THIRD BANCORP | $9.8M | 109,729 | 0.02% | 29q | -15.5%-$1.8M |
| SEI INVESTMENTS CO | $8.8M | 99,109 | 0.01% | 27q | -36.3%-$5.0M |
| Russell Investments Group, Ltd. | $8.7M | 97,433 | 0.01% | 13q | -26.5%-$3.1M |
| AQR CAPITAL MANAGEMENT LLC | $7.4M | 83,114 | 0.00% | 5q | +58.0%+$2.7M |
| AMERICAN CENTURY COMPANIES INC | $7.3M | 82,141 | 0.00% | 16q | +2.9%+$207.1K |
| JPMORGAN CHASE & CO | $6.8M | 75,187 | 0.00% | 29q | +119.5%+$3.7M |
| Trexquant Investment LP | $6.4M | 72,014 | 0.04% | 5q | -31.2%-$2.9M |
| Swiss National Bank | $5.9M | 66,400 | 0.00% | 29q | +1.5%+$89.2K |
| ENVESTNET ASSET MANAGEMENT INC | $5.8M | 64,703 | 0.00% | 28q | -13.8%-$921.7K |
| Qube Research & Technologies Ltd | $5.7M | 64,251 | 0.01% | 2q | +652.6%+$5.0M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $5.4M | 60,939 | 0.02% | 23q | +16.5%+$768.8K |
| ROYAL BANK OF CANADA | $5.4M | 60,362 | 0.00% | 29q | -6.0%-$341.5K |
| GABELLI FUNDS LLC | $5.0M | 56,469 | 0.03% | 5q | -24.7%-$1.6M |
| DARK FOREST CAPITAL MANAGEMENT LP | $5.0M | 55,819 | 0.32% | 7q | +33.1%+$1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.7M | 52,643 | 0.00% | 29q | -3.2%-$157.6K |
| Telemark Asset Management, LLC | $4.5M | 50,000 | 0.32% | new | NEW |
| Creative Planning | $4.4M | 49,668 | 0.00% | 5q | +20.2%+$743.5K |
| Allspring Global Investments Holdings, LLC | $4.4M | 52,377 | 0.01% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $4.3M | 48,684 | 0.00% | 4q | +122.6%+$2.4M |
| Granite Investment Partners, LLC | $4.2M | 46,736 | 0.21% | 15q | -23.9%-$1.3M |
| RHUMBLINE ADVISERS | $4.1M | 45,397 | 0.00% | 29q | +2.5%+$97.8K |
| STIFEL FINANCIAL CORP | $4.0M | 44,734 | 0.00% | 29q | -1.4%-$54.8K |
| GHP Investment Advisors, Inc. | $4.0M | 44,392 | 0.15% | 17q | +4.2%+$159.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $3.8M | 43,017 | 0.00% | 29q | +278.0%+$2.8M |
| ALGERT GLOBAL LLC | $3.6M | 40,650 | 0.04% | new | NEW |
| RICE HALL JAMES & ASSOCIATES, LLC | $3.6M | 40,031 | 0.17% | 6q | -10.0%-$395.4K |
| PALISADE CAPITAL MANAGEMENT, LP | $3.5M | 39,709 | 0.15% | new | NEW |
| Knights of Columbus Asset Advisors LLC | $3.4M | 38,268 | 0.17% | 2q | +120.4%+$1.9M |
| STATE OF WISCONSIN INVESTMENT BOARD | $3.3M | 37,271 | 0.01% | 5q | +4.0%+$126.5K |
| Squarepoint Ops LLC | $3.3M | 36,983 | 0.00% | 3q | +56.6%+$1.2M |
| DEUTSCHE BANK AG\ | $3.1M | 34,523 | 0.00% | 29q | +18.1%+$473.0K |
| XTX Topco Ltd | $3.0M | 34,170 | 0.04% | 3q | +55.0%+$1.1M |
| FRANKLIN RESOURCES INC | $2.8M | 31,776 | 0.00% | 4q | +41.2%+$827.5K |
| NFJ INVESTMENT GROUP, LLC | $2.8M | 31,541 | 0.10% | new | NEW |
| LAZARD ASSET MANAGEMENT LLC | $2.8M | 31,260 | 0.00% | 2q | +2.9%+$78.4K |
| Engineers Gate Manager LP | $2.8M | 31,240 | 0.04% | 3q | +82.0%+$1.3M |
| OCCUDO QUANTITATIVE STRATEGIES LP | $2.7M | 30,760 | 0.15% | 2q | +4.4%+$115.0K |
| WELLS FARGO & COMPANY/MN | $2.7M | 30,627 | 0.00% | 29q | +4.6%+$119.1K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.7M | 30,000 | 0.05% | 2q | +100.0%+$1.3M |
| PINNACLE ASSOCIATES LTD | $2.6M | 28,763 | 0.03% | 13q | +1.3%+$33.6K |
| ALLIANCEBERNSTEIN L.P. | $2.6M | 39,439 | 0.00% | 29q | +18.8%+$404.6K |
| MARSHALL WACE, LLP | $2.5M | 28,461 | 0.00% | 10q | -5.2%-$140.7K |
| Legal & General Group Plc | $2.4M | 26,961 | 0.00% | 29q | -4.7%-$118.6K |
| D.A. DAVIDSON & CO. | $2.4M | 26,805 | 0.01% | 3q | -13.5%-$372.6K |
| Connor, Clark & Lunn Investment Management Ltd. | $2.3M | 26,196 | 0.00% | 5q | +4.7%+$104.9K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $2.2M | 24,922 | 0.04% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G | Vanguard Portfolio Management | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 268 | $2.8B | 30,837,757 | 54 | 90 | 83 | 0.5% |
| Q1 2026 | 235 | $2.0B | 31,141,415 | 50 | 71 | 70 | 0.2% |
| Q4 2025 | 198 | $1.6B | 30,642,687 | 26 | 55 | 77 | 0.3% |
| Q3 2025 | 185 | $1.6B | 30,046,917 | 40 | 45 | 73 | 0.2% |
| Q2 2025 | 171 | $987.1M | 29,578,684 | 35 | 68 | 43 | 0.0% |
| Q1 2025 | 166 | $936.5M | 29,162,956 | 27 | 58 | 47 | 0.0% |
| Q4 2024 | 156 | $1.3B | 29,461,059 | 14 | 56 | 48 | 0.0% |
| Q3 2024 | 162 | $1.4B | 29,233,521 | 20 | 61 | 42 | 0.0% |
| Q2 2024 | 164 | $1.4B | 29,997,652 | 24 | 47 | 46 | 0.0% |
| Q1 2024 | 168 | $1.3B | 28,903,805 | 32 | 47 | 50 | 0.1% |
| Q4 2023 | 153 | $1.3B | 27,862,183 | 27 | 52 | 38 | 0.1% |
| Q3 2023 | 138 | $1.4B | 25,525,577 | 9 | 59 | 37 | 0.0% |
| Q2 2023 | 150 | $1.6B | 24,460,416 | 13 | 48 | 56 | 0.0% |
| Q1 2023 | 149 | $1.6B | 24,291,416 | 19 | 55 | 39 | 0.0% |
| Q4 2022 | 130 | $1.2B | 22,495,406 | 18 | 46 | 36 | 0.0% |
| Q3 2022 | 165 | $1.5B | 29,914,267 | 24 | 48 | 43 | 0.0% |
| Q2 2022 | 161 | $2.0B | 30,174,993 | 11 | 44 | 55 | 0.0% |
| Q1 2022 | 177 | $2.4B | 29,489,404 | 25 | 51 | 57 | 0.1% |
| Q4 2021 | 179 | $3.1B | 29,524,280 | 28 | 54 | 51 | 0.2% |
| Q3 2021 | 157 | $2.4B | 29,530,923 | 17 | 50 | 49 | 0.0% |
| Q2 2021 | 152 | $2.3B | 29,060,367 | 20 | 51 | 50 | 0.0% |
| Q1 2021 | 144 | $2.1B | 29,034,480 | 22 | 43 | 48 | 0.0% |
| Q4 2020 | 135 | $1.5B | 28,532,358 | 21 | 48 | 34 | 0.2% |
| Q3 2020 | 117 | $1.0B | 28,470,351 | 9 | 38 | 32 | 0.0% |
| Q2 2020 | 121 | $1.0B | 28,267,123 | 24 | 44 | 32 | 0.0% |
| Q1 2020 | 107 | $1.1B | 28,170,310 | 6 | 31 | 40 | 0.0% |
| Q4 2019 | 114 | $1.3B | 28,306,973 | 9 | 42 | 38 | 0.1% |
| Q3 2019 | 110 | $1.1B | 27,739,850 | 12 | 34 | 29 | 0.1% |
| Q2 2019 | 106 | $1.3B | 27,673,049 | 107 | 0 | 0 | 0.1% |