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
33,110,040
Price per share
$53.49
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
32,847,631
Total reported value
$1,712,557,073
% of total 13F portfolios
0%
Share change
+1,170,717
Value change
+$76,619,651
Number of holders
197
Price from insider filings
$53.49
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% $87,962,397 3,328,127 The Vanguard Group 31 Dec 2024
THRIVENT FINANCIAL FOR LUTHERANS 5.5% $48,106,300 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
WELLINGTON MANAGEMENT GROUP LLP 4.4% $38,674,094 1,463,265 Wellington Management Group LLP 31 Dec 2024
WASATCH ADVISORS LP 2.7% -75% $25,279,628 -$69,240,760 911,306 -73% WASATCH ADVISORS LP 30 May 2025

As of 30 Sep 2025, 197 institutional investors reported holding 32,847,631 shares of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO). This represents 99% of the company’s total 33,110,040 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) together control 77% 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 9.6% 3,192,859 -2.4% 0% $166,443,739
BlackRock, Inc. 7.4% 2,460,072 -1.1% 0% $128,243,529
Conestoga Capital Advisors, LLC 5% 1,660,024 -15% 1.4% $86,537,028
DIMENSIONAL FUND ADVISORS LP 4.9% 1,626,796 +3.5% 0.02% $84,805,778
Thrivent Financial for Lutherans 4.6% 1,530,525 +7.9% 0.16% $79,787,000
Sara-Bay Financial 3.6% 1,206,514 -0.63% 18% $62,895,575
BARROW HANLEY MEWHINNEY & STRAUSS LLC 3.5% 1,167,469 -7.6% 0.19% $60,860,159
WELLINGTON MANAGEMENT GROUP LLP 2.8% 929,681 -24% 0.01% $48,464,270
WASATCH ADVISORS LP 2.6% 854,711 +5.4% 0.24% $44,556,084
T. Rowe Price Investment Management, Inc. 2.6% 847,365 +17% 0.03% $44,174,000
DEPRINCE RACE & ZOLLO INC 2.6% 846,258 -16% 0.88% $44,115,429
STATE STREET CORP 2.4% 809,059 +0.64% 0% $42,176,246
BANK OF AMERICA CORP /DE/ 2.4% 789,917 -15% 0% $41,178,373
GEODE CAPITAL MANAGEMENT, LLC 2.4% 788,071 -0.24% 0% $41,088,688
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2.3% 775,417 +28% 0.37% $40,422,488
ACK Asset Management LLC 2.3% 770,000 5% $40,140,100
KENNEDY CAPITAL MANAGEMENT LLC 2.3% 757,786 0.87% $39,503,384
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2.2% 735,721 +17% 0.1% $38,353,136
NEUBERGER BERMAN GROUP LLC 2.1% 709,464 +46% 0.03% $37,005,615
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.8% 594,361 +107% 0.02% $30,984,039
Rockefeller Capital Management L.P. 1.7% 562,578 -0.32% 0.06% $29,327,191
AMERIPRISE FINANCIAL INC 1.6% 534,505 +46% 0.01% $27,863,771
JANUS HENDERSON GROUP PLC 1.6% 531,137 +17% 0.01% $27,688,103
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.3% 435,590 -1.5% 0% $22,707,307
MetLife Investment Management, LLC 1.3% 423,214 -0.38% 0.11% $22,062,146

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 1,114,626 $59,621,600 +$13,108,258 $53.49 11
2025 Q3 32,847,631 $1,712,557,073 +$76,619,651 $52.13 197
2025 Q2 31,683,002 $1,057,315,642 -$15,983,808 $33.37 185
2025 Q1 32,376,636 $1,039,460,374 -$2,067,829 $32.09 180
2024 Q4 32,733,158 $1,460,893,833 +$50,649,660 $44.64 168
2024 Q3 31,531,478 $1,503,823,619 -$20,018,479 $47.70 173
2024 Q2 31,824,047 $1,519,602,330 +$47,164,117 $47.75 170
2024 Q1 30,494,717 $1,362,209,404 -$13,031,947 $44.69 174
2023 Q4 39,006 $1,768,922 -$9,318,020 $45.35 2
2023 Q3 30,841,232 $1,711,005,015 +$36,128,336 $55.48 150
2023 Q2 30,255,362 $1,999,278,869 +$3,120,874 $66.09 165
2023 Q1 29,628,737 $1,937,677,629 +$22,667,928 $65.40 172
2022 Q4 29,873,197 $1,627,180,112 +$2,853,032 $54.44 163
2022 Q3 29,684,846 $1,502,399,822 -$148,612,340 $50.60 159
2022 Q2 30,105,375 $1,993,171,292 +$41,567,217 $66.25 151
2022 Q1 29,482,350 $2,363,151,874 -$3,867,888 $80.25 171
2021 Q4 29,371,540 $3,087,970,802 -$5,061,915 $105.17 173
2021 Q3 29,530,553 $2,426,337,921 +$38,613,132 $82.11 156
2021 Q2 29,059,997 $2,268,400,662 +$3,288,874 $78.05 150
2021 Q1 29,034,480 $2,115,666,809 +$40,662,403 $72.87 144
2020 Q4 28,481,421 $1,518,281,792 +$19,156,767 $53.29 131
2020 Q3 28,357,011 $1,030,691,108 +$6,724,611 $36.40 114
2020 Q2 28,267,123 $1,048,985,538 -$56,091,123 $37.25 121
2020 Q1 28,009,080 $1,061,553,450 +$10,840,635 $37.92 105
2019 Q4 27,892,108 $1,289,389,717 +$7,314,290 $46.23 112
2019 Q3 27,698,810 $1,123,718,138 +$2,481,384 $40.57 108
2019 Q2 27,664,406 $1,283,874,144 +$1,282,328,435 $46.41 103