HELIOS TECHNOLOGIES INC (HLIO) Top Institutional Shareholders
HELIOS TECHNOLOGIES INC (HLIO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.96B in HLIO holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of HLIO tracked by InsiderSet, reporting ownership valued at approximately $158.08M in its March 31, 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 $206.67M, representing an estimated gain of +30.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed HLIO value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Portfolio Management Llc, 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
245
Total Reported Value
$1.96B
Largest Holder
Blackrock, Inc.
Largest Position
$158.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
148
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 2,442,956 | $158,083,652 | $206,674,078 | +$48,590,426 | +30.74% | |
| Dimensional Fund Advisors Lp | 0.02% | 1,618,712 | $104,743,300 | $136,943,035 | +$32,199,735 | +30.74% | |
| Vanguard Portfolio Management Llc | 0.01% | 1,505,296 | $97,407,704 | $127,348,042 | +$29,940,338 | +30.74% | |
| Vanguard Capital Management Llc | 0.00% | 1,477,349 | $95,599,254 | $124,983,725 | +$29,384,471 | +30.74% | |
| Conestoga Capital Advisors, Llc | 1.71% | 1,325,206 | $85,754,051 | $112,112,428 | +$26,358,377 | +30.74% | |
| Wellington Management Group Llp | 0.02% | 1,306,673 | $84,554,809 | $110,544,536 | +$25,989,727 | +30.74% | |
| Sara-Bay Financial | 22.45% | 1,153,896 | $74,668,610 | $97,619,602 | +$22,950,992 | +30.74% | |
| Jennison Associates Llc | 0.05% | 1,035,977 | $67,038,071 | $87,643,654 | +$20,605,583 | +30.74% | |
| William Blair Investment Management, Llc | 0.20% | 931,008 | $60,245,528 | $78,763,277 | +$18,517,749 | +30.74% | |
| Geode Capital Management, Llc | 0.00% | 836,831 | $54,161,832 | $70,795,903 | +$16,634,071 | +30.71% | |
| Wasatch Advisors Lp | 0.34% | 799,008 | $51,703,808 | $67,596,077 | +$15,892,269 | +30.74% | |
| State Street Corp | 0.00% | 788,009 | $50,992,062 | $66,665,561 | +$15,673,499 | +30.74% | |
| Ack Asset Management Llc | 6.30% | 780,378 | $50,498,260 | $66,019,979 | +$15,521,719 | +30.74% | |
| Nomura Asset Management International Inc. | 0.09% | 768,660 | $49,740,000 | $65,028,636 | +$15,288,636 | +30.74% | |
| Ameriprise Financial Inc | 0.01% | 739,261 | $47,837,738 | $62,541,481 | +$14,703,743 | +30.74% | |
| Neuberger Berman Group Llc | 0.03% | 711,798 | $45,978,559 | $60,218,111 | +$14,239,552 | +30.97% | |
| Vaughan Nelson Investment Management, L.P. | 0.45% | 693,072 | $44,848,691 | $58,633,891 | +$13,785,200 | +30.74% | |
| Arrowstreet Capital, Limited Partnership | 0.02% | 544,241 | $35,217,835 | $46,042,789 | +$10,824,954 | +30.74% | |
| Voya Investment Management Llc | 0.03% | 516,919 | $33,449,829 | $43,731,347 | +$10,281,518 | +30.74% | |
| Bank Of America Corp | 0.00% | 510,519 | $33,035,684 | $43,189,907 | +$10,154,223 | +30.74% | |
| Goldman Sachs Group Inc | 0.00% | 449,101 | $29,061,331 | $37,993,945 | +$8,932,614 | +30.74% | |
| Janus Henderson Group Plc | 0.01% | 448,501 | $29,022,431 | $37,943,185 | +$8,920,754 | +30.74% | |
| Charles Schwab Investment Management Inc | 0.00% | 420,051 | $27,181,500 | $35,536,315 | +$8,354,815 | +30.74% | |
| Sg Capital Management Llc | 1.98% | 372,352 | $24,094,898 | $31,500,979 | +$7,406,081 | +30.74% | |
| Nuveen, Llc | 0.01% | 329,512 | $21,322,722 | $27,876,715 | +$6,553,993 | +30.74% | |
| Northern Trust Corp | 0.00% | 317,699 | $20,558,302 | $26,877,335 | +$6,319,033 | +30.74% | |
| Aperture Investors, Llc | 2.49% | 304,003 | $19,672,034 | $25,718,654 | +$6,046,620 | +30.74% | |
| Iat Reinsurance Co Ltd. | 6.27% | 300,000 | $19,413,000 | $25,380,000 | +$5,967,000 | +30.74% | |
| Aberdeen Group Plc | 0.03% | 289,233 | $18,716,268 | $24,469,112 | +$5,752,844 | +30.74% | |
| Metlife Investment Management, Llc | 0.09% | 280,107 | $18,125,724 | $23,697,052 | +$5,571,328 | +30.74% | |
| Royce & Associates Lp | 0.17% | 266,109 | $17,219,913 | $22,512,821 | +$5,292,908 | +30.74% | |
| Rockefeller Capital Management L.P. | 0.03% | 237,885 | $15,393,582 | $20,125,071 | +$4,731,489 | +30.74% | |
| Kennedy Capital Management Llc | 0.31% | 229,108 | $14,825,579 | $19,382,537 | +$4,556,958 | +30.74% | |
| Invesco Ltd. | 0.00% | 219,178 | $14,183,009 | $18,542,459 | +$4,359,450 | +30.74% | |
| Vanguard Fiduciary Trust Co | 0.00% | 214,246 | $13,863,859 | $18,125,212 | +$4,261,353 | +30.74% | |
| Driehaus Capital Management Llc | 0.09% | 197,968 | $12,810,509 | $16,748,093 | +$3,937,584 | +30.74% | |
| Jane Street Group, Llc | 0.01% | 193,363 | $12,512,520 | $16,358,510 | +$3,845,990 | +30.74% | |
| Silvercrest Asset Management Group Llc | 0.08% | 180,142 | $11,656,989 | $15,240,013 | +$3,583,024 | +30.74% | |
| Schroder Investment Management Group | 0.01% | 176,130 | $11,050,396 | $14,900,598 | +$3,850,202 | +34.84% | |
| Bank Of New York Mellon Corp | 0.00% | 161,802 | $10,470,232 | $13,688,449 | +$3,218,217 | +30.74% | |
| Raymond James Financial Inc | 0.00% | 161,769 | $10,468,084 | $13,685,657 | +$3,217,573 | +30.74% | |
| Castleark Management Llc | 0.34% | 160,409 | $10,380,066 | $13,570,601 | +$3,190,535 | +30.74% | |
| Sei Investments Co | 0.01% | 155,477 | $10,060,932 | $13,153,354 | +$3,092,422 | +30.74% | |
| Leeward Investments, Llc - Ma | 0.48% | 149,265 | $9,658,938 | $12,627,819 | +$2,968,881 | +30.74% | |
| Ceredex Value Advisors Llc | 0.30% | 148,950 | $9,638,555 | $12,601,170 | +$2,962,615 | +30.74% | |
| Morgan Stanley | 0.00% | 140,339 | $9,081,397 | $11,872,679 | +$2,791,282 | +30.74% | |
| Russell Investments Group, Ltd. | 0.01% | 132,503 | $8,574,316 | $11,209,754 | +$2,635,438 | +30.74% | |
| Fifth Third Bancorp | 0.02% | 129,783 | $8,398,257 | $10,979,642 | +$2,581,385 | +30.74% | |
| Victory Capital Management Inc | 0.01% | 127,436 | $8,246,383 | $10,781,086 | +$2,534,703 | +30.74% | |
| Hillsdale Investment Management Inc. | 0.20% | 113,020 | $7,313,524 | $9,561,492 | +$2,247,968 | +30.74% |
Frequently asked questions about HLIO
Who owns the most HLIO stock?
The largest holders of HLIO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HELIOS TECHNOLOGIES INC (HLIO).
Is HLIO widely held by superinvestors?
Many widely followed stocks like HLIO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HLIO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.