HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO)

Historical Holders from Q2 2019 to Q3 2025

Symbol
HLIO on NYSE
CUSIP
42328H109
Type / Class
Equity / Common Stock
Shares outstanding
33.8M
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
32.8M
Holdings value
$1.71B
% of all portfolios
0.004%
Grand Portfolio weight change
+0%
Number of holders
197
Number of buys
97
Number of sells
-105
Average Value change %
+0%
Average buys %
+0.001%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 10.01% $88M 3.33M The Vanguard Group Dec 31, 2024
Conestoga Capital Advisors, LLC 6.44% $56.6M 2.14M Conestoga Capital Advisors Dec 31, 2024
THRIVENT FINANCIAL FOR LUTHERANS 5.5% $48.1M 1.82M THRIVENT FINANCIAL FOR LUTHERANS Sep 30, 2024
WELLINGTON MANAGEMENT GROUP LLP 4.4% $38.7M 1.46M Wellington Management Group LLP Dec 31, 2024
WASATCH ADVISORS LP 2.7% -75% $25.3M -$69.2M 911K -73.3% WASATCH ADVISORS LP May 30, 2025

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

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 32.8M $1.71B +$76.6M $52.13 197
2025 Q2 31.7M $1.06B -$16M $33.37 185
2025 Q1 32.4M $1.04B -$2.07M $32.09 180
2024 Q4 32.7M $1.46B +$50.6M $44.64 168
2024 Q3 31.5M $1.5B -$20M $47.70 173
2024 Q2 31.8M $1.52B +$47.2M $47.75 170
2024 Q1 30.5M $1.36B -$13M $44.69 174
2023 Q4 39K $1.77M -$9.32M $45.35 2
2023 Q3 30.8M $1.71B +$36.1M $55.48 150
2023 Q2 30.3M $2B +$3.12M $66.09 165
2023 Q1 29.6M $1.94B +$22.7M $65.40 172
2022 Q4 29.9M $1.63B +$2.85M $54.44 163
2022 Q3 29.7M $1.5B -$149M $50.60 159
2022 Q2 30.1M $1.99B +$41.6M $66.25 151
2022 Q1 29.5M $2.36B -$3.87M $80.25 171
2021 Q4 29.4M $3.09B -$5.06M $105.17 173
2021 Q3 29.5M $2.43B +$38.6M $82.11 156
2021 Q2 29.1M $2.27B +$3.29M $78.05 150
2021 Q1 29M $2.12B +$40.7M $72.87 144
2020 Q4 28.5M $1.52B +$19.2M $53.29 131
2020 Q3 28.4M $1.03B +$6.72M $36.40 114
2020 Q2 28.3M $1.05B -$56.1M $37.25 121
2020 Q1 28M $1.06B +$10.8M $37.92 105
2019 Q4 27.9M $1.29B +$7.31M $46.23 112
2019 Q3 27.7M $1.12B +$2.48M $40.57 108
2019 Q2 27.7M $1.28B +$1.28B $46.41 103