HELIOS TECHNOLOGIES INC (HLIO) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.84B 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 $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 $179.66M, representing an estimated loss of -22.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% 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
275
Total Reported Value
$2.84B
Largest Holder
Blackrock, Inc.
Largest Position
$231.41M
Insider Transactions (90d)
14
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
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% | 2,592,872 | $231,413,844 | $179,660,101 | -$51,753,743 | -22.36% | |
| Vanguard Portfolio Management Llc | 0.01% | 1,641,106 | $146,468,711 | $113,712,235 | -$32,756,476 | -22.36% | |
| Dimensional Fund Advisors Lp | 0.03% | 1,549,341 | $138,280,093 | $107,353,838 | -$30,926,255 | -22.36% | |
| Vanguard Capital Management Llc | 0.00% | 1,462,106 | $130,492,961 | $101,309,325 | -$29,183,636 | -22.36% | |
| Sara-Bay Financial | 27.26% | 1,146,658 | $102,339,227 | $79,451,933 | -$22,887,294 | -22.36% | |
| Conestoga Capital Advisors, Llc | 2.11% | 1,084,345 | $96,777,751 | $75,134,265 | -$21,643,486 | -22.36% | |
| Invesco Ltd. | 0.01% | 1,083,038 | $96,661,142 | $75,043,703 | -$21,617,439 | -22.36% | |
| Geode Capital Management, Llc | 0.00% | 979,448 | $87,431,463 | $67,865,952 | -$19,565,511 | -22.38% | |
| Jennison Associates Llc | 0.05% | 977,554 | $87,246,700 | $67,734,717 | -$19,511,983 | -22.36% | |
| Thrivent Financial For Lutherans | 0.14% | 918,909 | $82,013,000 | $63,671,205 | -$18,341,795 | -22.36% | |
| Wellington Management Group Llp | 0.01% | 887,417 | $79,201,968 | $61,489,124 | -$17,712,844 | -22.36% | |
| State Street Corp | 0.00% | 841,953 | $75,146,829 | $58,338,923 | -$16,807,906 | -22.37% | |
| William Blair Investment Management, Llc | 0.22% | 834,221 | $74,454,224 | $57,803,173 | -$16,651,051 | -22.36% | |
| T. Rowe Price Investment Management, Inc. | 0.05% | 779,227 | $69,547,000 | $53,992,639 | -$15,554,361 | -22.37% | |
| Neuberger Berman Group Llc | 0.05% | 761,883 | $68,011,572 | $52,790,873 | -$15,220,699 | -22.38% | |
| Ameriprise Financial Inc | 0.01% | 743,426 | $66,351,057 | $51,511,988 | -$14,839,069 | -22.36% | |
| Nomura Asset Management International Inc. | 0.10% | 718,688 | $64,143,000 | $49,797,892 | -$14,345,108 | -22.36% | |
| Ack Asset Management Llc | 7.10% | 681,000 | $60,779,250 | $47,186,490 | -$13,592,760 | -22.36% | |
| Wasatch Advisors Lp | 0.39% | 660,085 | $58,912,586 | $45,737,290 | -$13,175,296 | -22.36% | |
| Nuveen, Llc | 0.01% | 507,047 | $45,253,881 | $35,133,287 | -$10,120,594 | -22.36% | |
| Goldman Sachs Group Inc | 0.00% | 449,107 | $40,082,810 | $31,118,624 | -$8,964,186 | -22.36% | |
| Bank Of America Corp | 0.00% | 411,128 | $36,693,175 | $28,487,059 | -$8,206,116 | -22.36% | |
| Charles Schwab Investment Management Inc | 0.00% | 407,860 | $36,401,505 | $28,260,619 | -$8,140,886 | -22.36% | |
| Aberdeen Group Plc | 0.05% | 397,396 | $35,467,594 | $27,535,569 | -$7,932,025 | -22.36% | |
| Arrowstreet Capital, Limited Partnership | 0.02% | 395,605 | $35,307,746 | $27,411,470 | -$7,896,276 | -22.36% | |
| Northern Trust Corp | 0.00% | 334,725 | $29,874,209 | $23,193,095 | -$6,681,114 | -22.36% | |
| Janus Henderson Group Plc | 0.01% | 448,501 | $29,022,431 | $31,076,634 | +$2,054,203 | +7.08% | |
| Driehaus Capital Management Llc | 0.15% | 299,426 | $26,723,771 | $20,747,228 | -$5,976,543 | -22.36% | |
| Metlife Investment Management, Llc | 0.11% | 283,541 | $25,306,034 | $19,646,556 | -$5,659,478 | -22.36% | |
| Aperture Investors, Llc | 2.56% | 270,566 | $24,148,016 | $18,747,518 | -$5,400,498 | -22.36% | |
| Fmr Llc | 0.00% | 269,417 | $24,045,504 | $18,667,904 | -$5,377,600 | -22.36% | |
| Royce & Associates Lp | 0.18% | 252,199 | $22,508,761 | $17,474,869 | -$5,033,892 | -22.36% | |
| Kennedy Capital Management Llc | 0.35% | 222,678 | $19,874,012 | $15,429,359 | -$4,444,653 | -22.36% | |
| Vanguard Fiduciary Trust Co | 0.00% | 222,079 | $19,820,551 | $15,387,854 | -$4,432,697 | -22.36% | |
| Morgan Stanley | 0.00% | 218,478 | $19,499,226 | $15,138,341 | -$4,360,885 | -22.36% | |
| Leeward Investments, Llc - Ma | 0.85% | 209,025 | $18,655,481 | $14,483,342 | -$4,172,139 | -22.36% | |
| Rockefeller Capital Management L.P. | 0.03% | 201,486 | $17,982,758 | $13,960,965 | -$4,021,793 | -22.36% | |
| Jane Street Group, Llc | 0.01% | 182,632 | $16,299,906 | $12,654,571 | -$3,645,335 | -22.36% | |
| Susquehanna International Group, Llp | 0.01% | 181,107 | $16,163,800 | $12,548,904 | -$3,614,896 | -22.36% | |
| Citadel Advisors Llc | 0.01% | 168,281 | $15,019,080 | $11,660,190 | -$3,358,890 | -22.36% | |
| Bank Of New York Mellon Corp | 0.00% | 167,182 | $14,920,971 | $11,584,041 | -$3,336,930 | -22.36% | |
| Silvercrest Asset Management Group Llc | 0.10% | 165,273 | $14,750,615 | $11,451,766 | -$3,298,849 | -22.36% | |
| Raymond James Financial Inc | 0.00% | 151,333 | $13,506,435 | $10,485,864 | -$3,020,571 | -22.36% | |
| Iat Reinsurance Co Ltd. | 8.04% | 300,000 | $13,387,500 | $20,787,000 | +$7,399,500 | +55.27% | |
| Point72 Asset Management, L.P. | 0.02% | 145,455 | $12,981,859 | $10,078,577 | -$2,903,282 | -22.36% | |
| Tudor Investment Corp Et Al | 0.05% | 141,953 | $12,669,305 | $9,835,923 | -$2,833,382 | -22.36% | |
| Mackenzie Financial Corp | 0.01% | 138,268 | $12,340,419 | $9,580,590 | -$2,759,829 | -22.36% | |
| Ubs Group Ag | 0.00% | 137,859 | $12,303,916 | $9,552,250 | -$2,751,666 | -22.36% | |
| Intrinsic Edge Capital Management Llc | 1.43% | 130,000 | $11,602,500 | $9,007,700 | -$2,594,800 | -22.36% | |
| Hillsdale Investment Management Inc. | 0.26% | 126,040 | $11,249,070 | $8,733,312 | -$2,515,758 | -22.36% |
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.