HLIO Helios Technologies, Inc.
Helios Technologies, Inc. (HLIO) Institutional Ownership
What the institutions did with HLIO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 2.6M | 8.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.6M | 5.1% |
| DIMENSIONAL FUND ADVISORS LP | 1.5M | 4.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | 4.5% |
| Sara-Bay Financial | 1.1M | 3.6% |
| Conestoga Capital Advisors, LLC | 1.1M | 3.4% |
| Invesco Ltd. | 1.1M | 3.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 979.4K | 3.0% |
| JENNISON ASSOCIATES LLC | 977.6K | 3.0% |
| Thrivent Financial for Lutherans | 918.9K | 2.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 887.4K | 2.8% |
| STATE STREET CORP | 842.0K | 2.6% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 834.2K | 2.6% |
| T. Rowe Price Investment Management, Inc. | 779.2K | 2.4% |
| NEUBERGER BERMAN GROUP LLC | 761.9K | 2.4% |
| AMERIPRISE FINANCIAL INC | 743.4K | 2.3% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 718.7K | 2.2% |
| ACK Asset Management LLC | 681.0K | 2.1% |
| WASATCH ADVISORS LP | 660.1K | 2.0% |
| Nuveen, LLC | 507.0K | 1.6% |
| GOLDMAN SACHS GROUP INC | 449.1K | 1.4% |
| BANK OF AMERICA CORP /DE/ | 411.1K | 1.3% |
| Jupiter Topco LLC | 408.2K | 1.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 407.9K | 1.3% |
| Aberdeen Group plc | 397.4K | 1.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Invesco Ltd. | Increased | 219.2K | 1.1M | +863.9K |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Sold Out | 693.1K | 0 | -693.1K |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | 516.9K | 6.4K | -510.5K |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 1.3M | 887.4K | -419.3K |
| SG Capital Management LLC | Sold Out | 372.4K | 0 | -372.4K |
| FMR LLC | Increased | 25.4K | 269.4K | +244.1K |
| Conestoga Capital Advisors, LLC | Reduced | 1.3M | 1.1M | -240.9K |
| Nuveen, LLC | Increased | 329.5K | 507.0K | +177.5K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Sold Out | 176.1K | 0 | -176.1K |
| BlackRock, Inc. | Increased | 2.4M | 2.6M | +149.9K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | 544.2K | 395.6K | -148.6K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 836.8K | 979.4K | +142.6K |
| TUDOR INVESTMENT CORP ET AL | New | 0 | 142.0K | +142.0K |
| WASATCH ADVISORS LP | Reduced | 799.0K | 660.1K | -138.9K |
| MACKENZIE FINANCIAL CORP | New | 0 | 138.3K | +138.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 1.5M | 1.6M | +135.8K |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | 0 | 130.0K | +130.0K |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | 127.4K | 11.0K | -116.5K |
| Aberdeen Group plc | Increased | 289.2K | 397.4K | +108.2K |
| Driehaus Capital Management LLC | Increased | 198.0K | 299.4K | +101.5K |
| BANK OF AMERICA CORP /DE/ | Reduced | 510.5K | 411.1K | -99.4K |
| ACK Asset Management LLC | Reduced | 780.4K | 681.0K | -99.4K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | 931.0K | 834.2K | -96.8K |
| Public Sector Pension Investment Board | New | 0 | 94.6K | +94.6K |
| UBS Group AG | Increased | 45.9K | 137.9K | +92.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 93.6K | 181.1K | +87.5K |
| MORGAN STANLEY | Increased | 140.3K | 218.5K | +78.1K |
| Point72 Asset Management, L.P. | Increased | 70.5K | 145.5K | +75.0K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 1.6M | 1.5M | -69.4K |
| Leeward Investments, LLC - MA | Increased | 149.3K | 209.0K | +59.8K |
| JENNISON ASSOCIATES LLC | Reduced | 1.0M | 977.6K | -58.4K |
| CITADEL ADVISORS LLC | Increased | 110.6K | 168.3K | +57.7K |
| D. E. Shaw & Co., Inc. | Increased | 52.9K | 109.8K | +56.9K |
| NATIXIS ADVISORS, LLC | Sold Out | 56.5K | 0 | -56.5K |
| SEI INVESTMENTS CO | Reduced | 155.5K | 99.1K | -56.4K |
| Qube Research & Technologies Ltd | Increased | 8.5K | 64.3K | +55.7K |
| CONGRESS ASSET MANAGEMENT CO | Increased | 70.4K | 125.2K | +54.9K |
| STATE STREET CORP | Increased | 788.0K | 842.0K | +53.9K |
| HRT FINANCIAL LP | Sold Out | 52.4K | 0 | -52.4K |
| Allspring Global Investments Holdings, LLC | New | 0 | 52.4K | +52.4K |
| NEUBERGER BERMAN GROUP LLC | Increased | 711.8K | 761.9K | +50.1K |
| Telemark Asset Management, LLC | New | 0 | 50.0K | +50.0K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | 768.7K | 718.7K | -50.0K |
| JPMORGAN CHASE & CO | Increased | 34.3K | 75.2K | +40.9K |
| ALGERT GLOBAL LLC | New | 0 | 40.7K | +40.7K |
| PALISADE CAPITAL MANAGEMENT, LP | New | 0 | 39.7K | +39.7K |
| Rockefeller Capital Management L.P. | Reduced | 237.9K | 201.5K | -36.4K |
| Russell Investments Group, Ltd. | Reduced | 132.5K | 97.4K | -35.1K |
| CASTLEARK MANAGEMENT LLC | Reduced | 160.4K | 125.4K | -35.0K |
| MILLENNIUM MANAGEMENT LLC | Sold Out | 34.7K | 0 | -34.7K |
| Aperture Investors, LLC | Reduced | 304.0K | 270.6K | -33.4K |
| Trexquant Investment LP | Reduced | 104.6K | 72.0K | -32.6K |
| NEW YORK STATE COMMON RETIREMENT FUND | Increased | 11.4K | 43.0K | +31.6K |
| NFJ INVESTMENT GROUP, LLC | New | 0 | 31.5K | +31.5K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 52.6K | 83.1K | +30.5K |
| Ceredex Value Advisors LLC | Reduced | 149.0K | 119.9K | -29.1K |
| PRUDENTIAL FINANCIAL INC | Increased | 21.9K | 48.7K | +26.8K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | New | 0 | 24.9K | +24.9K |
| BARCLAYS PLC | Reduced | 30.2K | 6.2K | -24.0K |
| HighTower Advisors, LLC | New | 0 | 22.7K | +22.7K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.