HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2019 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
HLIO on NYSE
Shares outstanding
33,292,117
Price per share
$65.82
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
32,739,466
Total reported value
$1,752,445,327
% of total 13F portfolios
0%
Share change
-252,445
Value change
-$13,270,798
Number of holders
212
Price from insider filings
$65.82
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 10% $92,721,618 3,328,127 The Vanguard Group 31 Dec 2024
WELLINGTON MANAGEMENT GROUP LLP 6% +40% $114,118,718 +$30,522,388 1,997,527 +37% Wellington Management Group LLP 31 Dec 2025
THRIVENT FINANCIAL FOR LUTHERANS 5.5% $50,709,100 1,820,140 THRIVENT FINANCIAL FOR LUTHERANS 30 Sep 2024
Conestoga Capital Advisors, LLC 5% -24% $88,907,511 -$25,595,643 1,662,124 -22% Conestoga Capital Advisors 31 Dec 2025
WASATCH ADVISORS LP 2.7% -75% $25,279,628 -$69,240,760 911,306 -73% WASATCH ADVISORS LP 30 May 2025

As of 31 Dec 2025, 212 institutional investors reported holding 32,739,466 shares of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO). This represents 98% of the company’s total 33,292,117 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) together control 73% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 9.5% 3,162,279 -0.96% 0% $169,150,304
BlackRock, Inc. 7.4% 2,468,752 +0.35% 0% $132,053,518
WELLINGTON MANAGEMENT GROUP LLP 6% 1,997,527 +115% 0.02% $106,847,720
DIMENSIONAL FUND ADVISORS LP 4.8% 1,612,365 -0.89% 0.02% $86,246,918
Conestoga Capital Advisors, LLC 4.7% 1,552,064 -6.5% 1.4% $83,019,880
Sara-Bay Financial 3.6% 1,204,959 -0.13% 20% $65,381,075
BARROW HANLEY MEWHINNEY & STRAUSS LLC 3% 993,961 -15% 0.18% $53,166,974
Thrivent Financial for Lutherans 2.8% 925,769 -40% 0.09% $49,519,000
JENNISON ASSOCIATES LLC 2.4% 796,101 0.03% $42,583,443
STATE STREET CORP 2.4% 795,883 -1.6% 0% $42,571,782
GEODE CAPITAL MANAGEMENT, LLC 2.4% 787,520 -0.07% 0% $42,131,644
ACK Asset Management LLC 2.3% 780,378 +1.3% 5.2% $41,742,419
T. Rowe Price Investment Management, Inc. 2.3% 770,560 -9.1% 0.03% $41,218,000
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2.3% 758,737 -2.2% 0.4% $40,584,842
NEUBERGER BERMAN GROUP LLC 2.1% 704,395 -0.71% 0.03% $37,707,729
BANK OF AMERICA CORP /DE/ 2% 658,896 -17% 0% $35,244,346
WASATCH ADVISORS LP 1.8% 590,185 -31% 0.19% $31,568,996
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.8% 587,343 -20% 0.09% $31,416,977
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.7% 582,421 -2% 0.02% $31,153,699
AMERIPRISE FINANCIAL INC 1.6% 519,542 -2.8% 0.01% $27,790,327
VOYA INVESTMENT MANAGEMENT LLC 1.5% 486,803 +7924% 0.03% $26,039,093
JANUS HENDERSON GROUP PLC 1.4% 474,982 -11% 0.01% $25,406,304
KENNEDY CAPITAL MANAGEMENT LLC 1.4% 457,526 -40% 0.52% $24,473,066
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.3% 429,390 -1.4% 0% $22,968,071
ROYCE & ASSOCIATES LP 1.1% 361,799 -2.2% 0.2% $19,352,629

Institutional Holders of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 32,739,466 $1,752,445,327 -$13,270,798 $53.49 212
2025 Q3 32,848,981 $1,712,626,959 +$76,690,526 $52.13 199
2025 Q2 31,682,985 $1,057,314,642 -$15,984,815 $33.37 184
2025 Q1 32,376,636 $1,039,460,070 -$2,069,842 $32.09 180
2024 Q4 32,734,317 $1,460,944,314 +$45,722,223 $44.64 169
2024 Q3 31,643,192 $1,509,151,884 -$14,571,798 $47.70 175
2024 Q2 31,829,476 $1,519,862,040 +$42,565,654 $47.75 171
2024 Q1 30,693,547 $1,371,094,755 -$5,921,003 $44.69 176
2023 Q4 31,154,297 $1,412,854,224 -$13,471,206 $45.35 163
2023 Q3 31,116,583 $1,726,282,755 +$23,983,306 $55.48 154
2023 Q2 30,556,681 $2,019,193,415 +$22,783,670 $66.09 167
2023 Q1 30,239,414 $1,977,614,602 +$21,198,133 $65.40 175
2022 Q4 30,074,597 $1,638,144,388 +$4,618,041 $54.44 166
2022 Q3 29,927,210 $1,514,665,052 -$154,117,393 $50.60 163
2022 Q2 30,174,891 $1,999,977,805 +$41,687,853 $66.25 156
2022 Q1 29,488,472 $2,363,643,567 -$4,010,934 $80.25 175
2021 Q4 29,371,910 $3,088,009,715 -$5,063,071 $105.17 174
2021 Q3 29,530,896 $2,426,365,302 +$38,613,580 $82.11 156
2021 Q2 29,060,317 $2,268,426,541 +$3,314,726 $78.05 150
2021 Q1 29,034,480 $2,115,666,809 +$39,811,658 $72.87 144
2020 Q4 28,519,150 $1,520,292,792 +$19,415,705 $53.29 132
2020 Q3 28,382,494 $1,031,619,108 +$6,109,712 $36.40 115
2020 Q2 28,267,123 $1,048,985,538 -$46,025,155 $37.25 121
2020 Q1 28,162,030 $1,067,353,450 +$10,580,431 $37.92 106
2019 Q4 27,892,155 $1,289,391,890 +$7,316,592 $46.23 113
2019 Q3 27,739,800 $1,125,381,138 +$2,305,156 $40.57 110
2019 Q2 27,673,019 $1,284,273,144 +$1,284,074,482 $46.41 105