HLIO Institutional Ownership & Shareholders
HELIOS TECHNOLOGIES INC (HLIO) is currently held by 273 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.68B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of HLIO tracked by InsiderSet, reporting ownership valued at approximately $231.41M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $171.52M, representing an estimated loss of -25.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed HLIO value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in HELIOS TECHNOLOGIES INC (HLIO).
This page ranks the largest institutional HLIO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
273
Total Reported Value
$2.68B
Largest Holder
Blackrock, Inc.
Largest Position
$231.41M
Insider Transactions (90d)
18
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 2,592,872 | $231,413,844 | $171,518,483 | -$59,895,361 | -25.88% | |
| Vanguard Portfolio Management Llc | 0.01% | 1,641,106 | $146,468,711 | $108,559,162 | -$37,909,549 | -25.88% | |
| Dimensional Fund Advisors Lp | 0.03% | 1,549,341 | $138,280,093 | $102,488,907 | -$35,791,186 | -25.88% | |
| Vanguard Capital Management Llc | 0.00% | 1,462,106 | $130,492,961 | $96,718,312 | -$33,774,649 | -25.88% | |
| Invesco Ltd. | 0.01% | 1,083,038 | $96,661,142 | $71,642,964 | -$25,018,178 | -25.88% | |
| Geode Capital Management, Llc | 0.00% | 979,448 | $87,431,463 | $64,790,485 | -$22,640,978 | -25.90% | |
| Jennison Associates Llc | 0.05% | 977,554 | $87,246,700 | $64,665,197 | -$22,581,503 | -25.88% | |
| Thrivent Financial For Lutherans | 0.14% | 918,909 | $82,013,000 | $60,785,830 | -$21,227,170 | -25.88% | |
| Wellington Management Group Llp | 0.01% | 887,417 | $79,201,968 | $58,702,635 | -$20,499,333 | -25.88% | |
| Sara-Bay Financial | 20.28% | 1,144,984 | $77,767,313 | $75,740,692 | -$2,026,621 | -2.61% | |
| State Street Corp | 0.00% | 841,953 | $75,146,829 | $55,695,191 | -$19,451,638 | -25.88% | |
| William Blair Investment Management, Llc | 0.22% | 834,221 | $74,454,224 | $55,183,719 | -$19,270,505 | -25.88% | |
| T. Rowe Price Investment Management, Inc. | 0.05% | 779,227 | $69,547,000 | $51,545,866 | -$18,001,134 | -25.88% | |
| Ameriprise Financial Inc | 0.01% | 743,426 | $66,351,057 | $49,177,630 | -$17,173,427 | -25.88% | |
| Nomura Asset Management International Inc. | 0.10% | 718,688 | $64,143,000 | $47,541,211 | -$16,601,789 | -25.88% | |
| Ack Asset Management Llc | 7.10% | 681,000 | $60,779,250 | $45,048,150 | -$15,731,100 | -25.88% | |
| Conestoga Capital Advisors, Llc | 1.72% | 837,738 | $56,899,135 | $55,416,369 | -$1,482,766 | -2.61% | |
| Nuveen, Llc | 0.01% | 507,047 | $45,253,881 | $33,541,159 | -$11,712,722 | -25.88% | |
| Goldman Sachs Group Inc | 0.00% | 449,107 | $40,082,810 | $29,708,428 | -$10,374,382 | -25.88% | |
| Neuberger Berman Group Llc | 0.03% | 704,395 | $37,707,729 | $46,595,729 | +$8,888,000 | +23.57% | |
| Bank Of America Corp | 0.00% | 411,128 | $36,693,175 | $27,196,117 | -$9,497,058 | -25.88% | |
| Charles Schwab Investment Management Inc | 0.00% | 407,860 | $36,401,505 | $26,979,939 | -$9,421,566 | -25.88% | |
| Aberdeen Group Plc | 0.05% | 397,396 | $35,467,594 | $26,287,745 | -$9,179,849 | -25.88% | |
| Arrowstreet Capital, Limited Partnership | 0.02% | 395,605 | $35,307,746 | $26,169,271 | -$9,138,475 | -25.88% | |
| Northern Trust Corp | 0.00% | 334,725 | $29,874,209 | $22,142,059 | -$7,732,150 | -25.88% | |
| Janus Henderson Group Plc | 0.01% | 448,501 | $29,022,431 | $29,668,341 | +$645,910 | +2.23% | |
| Driehaus Capital Management Llc | 0.15% | 299,426 | $26,723,771 | $19,807,030 | -$6,916,741 | -25.88% | |
| Metlife Investment Management, Llc | 0.11% | 283,541 | $25,306,034 | $18,756,237 | -$6,549,797 | -25.88% | |
| Aperture Investors, Llc | 2.56% | 270,566 | $24,148,016 | $17,897,941 | -$6,250,075 | -25.88% | |
| Fmr Llc | 0.00% | 269,417 | $24,045,504 | $17,821,935 | -$6,223,569 | -25.88% | |
| Royce & Associates Lp | 0.18% | 252,199 | $22,508,761 | $16,682,964 | -$5,825,797 | -25.88% | |
| Kennedy Capital Management Llc | 0.35% | 222,678 | $19,874,012 | $14,730,150 | -$5,143,862 | -25.88% | |
| Vanguard Fiduciary Trust Co | 0.00% | 222,079 | $19,820,551 | $14,690,526 | -$5,130,025 | -25.88% | |
| Morgan Stanley | 0.00% | 218,478 | $19,499,226 | $14,452,320 | -$5,046,906 | -25.88% | |
| Rockefeller Capital Management L.P. | 0.03% | 201,486 | $17,982,758 | $13,328,299 | -$4,654,459 | -25.88% | |
| Jane Street Group, Llc | 0.01% | 182,632 | $16,299,906 | $12,081,107 | -$4,218,799 | -25.88% | |
| Susquehanna International Group, Llp | 0.01% | 181,107 | $16,163,800 | $11,980,228 | -$4,183,572 | -25.88% | |
| Mackenzie Financial Corp | 0.02% | 225,007 | $15,282,475 | $14,884,213 | -$398,262 | -2.61% | |
| Citadel Advisors Llc | 0.01% | 168,281 | $15,019,080 | $11,131,788 | -$3,887,292 | -25.88% | |
| Bank Of New York Mellon Corp | 0.00% | 167,182 | $14,920,971 | $11,059,089 | -$3,861,882 | -25.88% | |
| Silvercrest Asset Management Group Llc | 0.10% | 165,273 | $14,750,615 | $10,932,809 | -$3,817,806 | -25.88% | |
| Raymond James Financial Inc | 0.00% | 151,333 | $13,506,435 | $10,010,678 | -$3,495,757 | -25.88% | |
| Leeward Investments, Llc - Ma | 0.68% | 197,207 | $13,394,299 | $13,045,243 | -$349,056 | -2.61% | |
| Iat Reinsurance Co Ltd. | 8.04% | 300,000 | $13,387,500 | $19,845,000 | +$6,457,500 | +48.24% | |
| Point72 Asset Management, L.P. | 0.02% | 145,455 | $12,981,859 | $9,621,848 | -$3,360,011 | -25.88% | |
| Tudor Investment Corp Et Al | 0.05% | 141,953 | $12,669,305 | $9,390,191 | -$3,279,114 | -25.88% | |
| Ubs Group Ag | 0.00% | 137,859 | $12,303,916 | $9,119,373 | -$3,184,543 | -25.88% | |
| Intrinsic Edge Capital Management Llc | 1.43% | 130,000 | $11,602,500 | $8,599,500 | -$3,003,000 | -25.88% | |
| Hillsdale Investment Management Inc. | 0.26% | 126,040 | $11,249,070 | $8,337,546 | -$2,911,524 | -25.88% | |
| Castleark Management Llc | 0.30% | 125,409 | $11,192,753 | $8,295,805 | -$2,896,948 | -25.88% |
Frequently asked questions about HLIO
Who are the largest institutional holders of HLIO?
The largest institutional holders of HLIO reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported HLIO position.
What is HLIO institutional ownership?
This page tracks HLIO positions reported by institutional investment managers through SEC Form 13F. HELIOS TECHNOLOGIES INC (HLIO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HLIO?
InsiderSet currently tracks 273 institutional managers reporting HLIO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HLIO shareholders.
How much HLIO stock do institutions own?
Institutional investment managers disclosed approximately $2.68B in HLIO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HLIO institutional ownership last updated?
The latest HLIO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HLIO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HLIO position after the reporting date.
Are institutions buying or selling HLIO?
Institutional buying and selling can be analyzed by comparing HLIO positions across consecutive 13F reporting periods. InsiderSet's HLIO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HLIO ownership changes.
How has HLIO institutional ownership changed over time?
InsiderSet tracks HLIO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.