13F Insight
DOSSIER · 13F Holders · Q2 2026Industrials · Miscellaneous Fabricated Metal Products
HLIO

HELIOS TECHNOLOGIES INC

293 institutions still hold HELIOS TECHNOLOGIES INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 42328H109·Miscellaneous Fabricated Metal Products·293 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.8B
visible holders
Holders
293
filers reporting
Concentration
12.72%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

293 institutions reported HLIO in Q2 2026. BlackRock, Inc. leads at 12.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$231M2.6M0.00%Q2 202602
Vanguard Portfolio Management
CIK 0002100121· Index
$146M1.6M0.01%Q2 202603
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$138M1.5M0.03%Q2 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$130M1.5M0.00%Q2 202605
Sara-Bay Financial
CIK 0001816444
$102M1.1M27.26%Q2 202606
Conestoga Capital Advisors, LLC
CIK 0001163744
$97M1.1M2.11%Q2 202607
Invesco Ltd.
CIK 0000914208
$97M1.1M0.01%Q2 202608
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$87M979K0.00%Q2 202609
JENNISON ASSOCIATES LLC
CIK 0000053417
$87M978K0.05%Q2 202610
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$79M887K0.01%Q2 202611
STATE STREET CORP
CIK 0000093751
$75M842K0.00%Q2 202612
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$74M834K0.22%Q2 202613
Neuberger Berman Group LLC
CIK 0001465109
$68M762K0.05%Q2 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$66M743K0.01%Q2 202615
Delaware Management Holdings, Inc.
CIK 0000921739
$64M719K0.10%Q2 202616
ACK Asset Management LLC
CIK 0001510940
$61M681K7.10%Q2 202617
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$60M926K0.11%Q1 202618
WASATCH ADVISORS LP
CIK 0000814133
$59M660K0.39%Q2 202619
T. Rowe Price Investment Management, Inc.
CIK 0001897612
$51M782K0.03%Q1 202620
Nuveen, LLC
CIK 0001871926
$45M507K0.01%Q2 2026
Page 1 of 15
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Insiders at HELIOS TECHNOLOGIES INC
Arduini Matteo →Britt Douglas →Schuetz Alexander →Brown Laura D →Sacchi Diana →Chenanda Cary →Evans Jeremy Scott →Walsh Ian K. →