13F Insight
DOSSIER · 13F Holders · Q1 2026Industrials · Miscellaneous Fabricated Metal ProductsCheap mega-capRe-rated
HLIO

HELIOS TECHNOLOGIES INC

258 institutions still hold HELIOS TECHNOLOGIES INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 42328H109·Miscellaneous Fabricated Metal Products·258 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.4%
vs prior quarter
13F value held
$1.3B
75.0% inst. owned
of float
Holders
258
-50 QoQ
filers reporting
Activity
+90 / −21
+959 added · −833 reduced
this quarter
Concentration
12.15%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

258 institutions reported HLIO in Q1 2026. BlackRock, Inc. leads at 12.1% of the visible book. -50 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$158M2.4M0.00%Q1 202602
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$105M1.6M0.02%Q1 202603
Vanguard Portfolio Management
CIK 0002100121
$97M1.5M0.01%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$96M1.5M0.00%Q1 202605
Conestoga Capital Advisors, LLC
CIK 0001163744
$86M1.3M1.71%Q1 202606
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$85M1.3M0.02%Q1 202607
Sara-Bay Financial
CIK 0001816444
$75M1.2M22.45%Q1 202608
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$60M931K0.20%Q1 202609
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$54M837K0.00%Q1 202610
WASATCH ADVISORS LP
CIK 0000814133
$52M799K0.34%Q1 202611
STATE STREET CORP
CIK 0000093751
$51M788K0.00%Q1 202612
ACK Asset Management LLC
CIK 0001510940
$50M780K6.30%Q1 202613
Delaware Management Holdings, Inc.
CIK 0000921739
$50M769K0.09%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$48M739K0.01%Q1 202615
Neuberger Berman Group LLC
CIK 0001465109
$46M712K0.04%Q1 202616
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
CIK 0001021642
$45M693K0.45%Q1 202617
JENNISON ASSOCIATES LLC
CIK 0000053417
$43M796K0.03%Q4 202518
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$35M544K0.02%Q1 202619
VOYA INVESTMENT MANAGEMENT LLC
CIK 0001068837
$33M517K0.03%Q1 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$33M511K0.00%Q1 2026
Page 1 of 13
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