HELIOS TECHNOLOGIES INC HLIO
$82.39
-2.3% 52w: $31.04 – $92.88
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data31.0461.9692.88
Jun 20, 2025 Jul 2, 2026
Institutional holders
251
+36 QoQ
13F value
$2.09B
+18.2% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$3.6M calls / — puts
Institutional value by quarter
Number of holders
Who owns HLIO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 2.4M | $158.1M | 0.0% | -1.0% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.6M | $104.7M | 0.0% | +0.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 1.5M | $97.4M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.5M | $95.6M | 0.0% | — |
| Conestoga Capital Advisors, LLC ★2 | Fundamental diversified | 1.3M | $85.8M | 1.7% | -14.6% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 1.3M | $84.6M | 0.0% | -34.6% |
| Sara-Bay Financial ★2 | Fundamental diversified | 1.2M | $74.7M | 22.5% | -4.2% |
| JENNISON ASSOCIATES LLC | Other | 1.0M | $67.0M | 0.0% | +30.1% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Other | 931.0K | $60.2M | 0.2% | +58.5% |
| Thrivent Financial for Lutherans | Diversified mechanical | 925.5K | $59.9M | 0.1% | 0.0% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 836.8K | $54.2M | 0.0% | +6.3% |
| WASATCH ADVISORS LP | Other | 799.0K | $51.7M | 0.3% | +35.4% |
| STATE STREET CORP | Index provider | 788.0K | $51.0M | 0.0% | -1.0% |
| T. Rowe Price Investment Management, Inc. | Long only active | 782.5K | $50.6M | 0.0% | -26.5% |
| ACK Asset Management LLC ★2 | Fundamental concentrated | 780.4K | $50.5M | 6.3% | Held |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 768.7K | $49.7M | 0.1% | +523.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 739.3K | $47.8M | 0.0% | +42.3% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 711.8K | $46.0M | 0.0% | +1.1% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Other | 693.1K | $44.8M | 0.5% | -8.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 544.2K | $35.2M | 0.0% | -6.6% |
| VOYA INVESTMENT MANAGEMENT LLC | Diversified mechanical | 516.9K | $33.4M | 0.0% | +6.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 510.5K | $33.0M | 0.0% | -22.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 449.1K | $29.1M | 0.0% | +40.2% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 448.5K | $29.0M | 0.0% | -5.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 420.1K | $27.2M | 0.0% | -2.2% |
| SG Capital Management LLC ★2 | Fundamental diversified | 372.4K | $24.1M | 2.0% | +88.4% |
| Nuveen, LLC | Diversified mechanical | 329.5K | $21.3M | 0.0% | +2.7% |
| NORTHERN TRUST CORP | Index provider | 317.7K | $20.6M | 0.0% | +4.2% |
| Aperture Investors, LLC ★2 | Fundamental diversified | 304.0K | $19.7M | 2.5% | New |
| IAT REINSURANCE CO LTD. ★2 | Fundamental diversified | 300.0K | $19.4M | 6.3% | Held |
| Aberdeen Group plc | Other | 289.2K | $18.7M | 0.0% | +13.1% |
| MetLife Investment Management, LLC | Insurance | 280.1K | $18.1M | 0.1% | 0.0% |
| ROYCE & ASSOCIATES LP | Other | 266.1K | $17.2M | 0.2% | -26.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 237.9K | $15.4M | 0.0% | -19.1% |
| KENNEDY CAPITAL MANAGEMENT LLC | Other | 229.1K | $14.8M | 0.3% | -49.9% |
| Invesco Ltd. | Index provider | 219.2K | $14.2M | 0.0% | +219.5% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 214.2K | $13.9M | 0.0% | — |
| Driehaus Capital Management LLC | Other | 198.0K | $12.8M | 0.1% | -33.0% |
| JANE STREET GROUP, LLC | Market maker | 193.4K | $12.5M | 0.0% | +21.6% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Other | 180.1K | $11.7M | 0.1% | -36.9% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 176.1K | $11.1M | 0.0% | -41.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 161.8K | $10.5M | 0.0% | -3.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 161.8K | $10.5M | 0.0% | +15.2% |
| CASTLEARK MANAGEMENT LLC | Other | 160.4K | $10.4M | 0.3% | +9.3% |
| SEI INVESTMENTS CO | Diversified mechanical | 155.5K | $10.1M | 0.0% | +3.6% |
| Leeward Investments, LLC - MA | Other | 149.3K | $9.7M | 0.5% | New |
| Ceredex Value Advisors LLC | Other | 148.9K | $9.6M | 0.3% | -22.3% |
| MORGAN STANLEY | Bank broker | 140.3K | $9.1M | 0.0% | -1.2% |
| Russell Investments Group, Ltd. | Diversified mechanical | 132.5K | $8.6M | 0.0% | -15.8% |
| FIFTH THIRD BANCORP | Diversified mechanical | 129.8K | $8.4M | 0.0% | +17367.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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