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 September 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 |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 1.5M | 24.2% |
| Sara-Bay Financial | 1.1M | 18.2% |
| Thrivent Financial for Lutherans | 914.2K | 14.5% |
| Conestoga Capital Advisors, LLC | 837.7K | 13.3% |
| Allspring Global Investments Holdings, LLC | 240.9K | 3.8% |
| MACKENZIE FINANCIAL CORP | 225.0K | 3.6% |
| Leeward Investments, LLC - MA | 197.2K | 3.1% |
| Bank of New York Mellon Corp | 157.2K | 2.5% |
| CONGRESS ASSET MANAGEMENT CO | 152.1K | 2.4% |
| FIFTH THIRD BANCORP | 105.5K | 1.7% |
| CITIGROUP INC | 80.7K | 1.3% |
| SG Capital Management LLC | 73.1K | 1.2% |
| PRINCIPAL FINANCIAL GROUP INC | 63.9K | 1.0% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 61.9K | 1.0% |
| Creative Planning | 51.1K | 0.8% |
| GHP Investment Advisors, Inc. | 45.4K | 0.7% |
| Granite Investment Partners, LLC | 43.6K | 0.7% |
| BARCLAYS PLC | 41.4K | 0.7% |
| Knights of Columbus Asset Advisors LLC | 38.4K | 0.6% |
| PINNACLE ASSOCIATES LTD | 29.6K | 0.5% |
| HARBOR CAPITAL ADVISORS, INC. | 27.9K | 0.4% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 25.1K | 0.4% |
| STRS OHIO | 19.2K | 0.3% |
| Jackson Creek Investment Advisors LLC | 18.0K | 0.3% |
| State of New Jersey Common Pension Fund D | 15.4K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WASATCH ADVISORS LP | Sold Out | 660.1K | 0 | -660.1K |
| Conestoga Capital Advisors, LLC | Reduced | 1.1M | 837.7K | -246.6K |
| Allspring Global Investments Holdings, LLC | Increased | 52.4K | 240.9K | +188.5K |
| MACKENZIE FINANCIAL CORP | Increased | 138.3K | 225.0K | +86.7K |
| SG Capital Management LLC | New | 0 | 73.1K | +73.1K |
| PRINCIPAL FINANCIAL GROUP INC | New | 0 | 63.9K | +63.9K |
| CITIGROUP INC | Increased | 20.4K | 80.7K | +60.3K |
| BARCLAYS PLC | Increased | 6.2K | 41.4K | +35.2K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 1.5M | 1.5M | -30.9K |
| CONGRESS ASSET MANAGEMENT CO | Increased | 125.2K | 152.1K | +26.9K |
| D.A. DAVIDSON & CO. | Sold Out | 26.8K | 0 | -26.8K |
| B. Metzler seel. Sohn & Co. AG | Sold Out | 16.0K | 0 | -16.0K |
| CenterBook Partners LP | New | 0 | 13.6K | +13.6K |
| Leeward Investments, LLC - MA | Reduced | 209.0K | 197.2K | -11.8K |
| Bank of New York Mellon Corp | Reduced | 167.2K | 157.2K | -10.0K |
| Sterling Capital Management LLC | Reduced | 10.3K | 698 | -9.6K |
| STRS OHIO | Increased | 13.4K | 19.2K | +5.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | New | 0 | 5.6K | +5.6K |
| KEYBANK NATIONAL ASSOCIATION/OH | Sold Out | 5.0K | 0 | -5.0K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | 30.0K | 25.1K | -4.9K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 4.9K | 0 | -4.9K |
| Thrivent Financial for Lutherans | Reduced | 918.9K | 914.2K | -4.7K |
| 111 Capital | New | 0 | 4.4K | +4.4K |
| FIFTH THIRD BANCORP | Reduced | 109.7K | 105.5K | -4.3K |
| US BANCORP \DE\ | Reduced | 15.2K | 11.1K | -4.1K |
| Legacy Wealth Asset Management, LLC | Sold Out | 4.1K | 0 | -4.1K |
| Fifth Third Wealth Advisors LLC | New | 0 | 3.7K | +3.7K |
| JACKSON SQUARE CAPITAL, LLC | Sold Out | 3.3K | 0 | -3.3K |
| Granite Investment Partners, LLC | Reduced | 46.7K | 43.6K | -3.1K |
| Caitong International Asset Management Co., Ltd | Increased | 126 | 2.9K | +2.8K |
| ISTHMUS PARTNERS, LLC | Sold Out | 2.7K | 0 | -2.7K |
| HARBOR CAPITAL ADVISORS, INC. | Increased | 25.3K | 27.9K | +2.6K |
| State of Wyoming | Reduced | 2.3K | 390 | -1.9K |
| Bayforest Capital Ltd | Reduced | 2.8K | 988 | -1.8K |
| Inspire Investing, LLC | Increased | 7.6K | 9.4K | +1.8K |
| Sara-Bay Financial | Reduced | 1.1M | 1.1M | -1.7K |
| NISA INVESTMENT ADVISORS, LLC | Increased | 10.6K | 12.2K | +1.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 6.2K | 7.7K | +1.5K |
| Creative Planning | Increased | 49.7K | 51.1K | +1.4K |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | Increased | 3.7K | 4.8K | +1.0K |
| GHP Investment Advisors, Inc. | Increased | 44.4K | 45.4K | +1.0K |
| KING LUTHER CAPITAL MANAGEMENT CORP | Increased | 60.9K | 61.9K | +949 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | Sold Out | 910 | 0 | -910 |
| PINNACLE ASSOCIATES LTD | Increased | 28.8K | 29.6K | +863 |
| State of New Jersey Common Pension Fund D | Increased | 14.6K | 15.4K | +722 |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 12.8K | 12.2K | -634 |
| Compound Planning, Inc. | Increased | 3.4K | 4.0K | +607 |
| Farther Finance Advisors, LLC | Increased | 542 | 1.1K | +592 |
| SUMMIT SECURITIES GROUP LLC | Sold Out | 415 | 0 | -415 |
| State of Alaska, Department of Revenue | Reduced | 1.8K | 1.5K | -310 |
| R Squared Ltd | Reduced | 4.4K | 4.2K | -184 |
| ProShare Advisors LLC | Reduced | 4.4K | 4.2K | -181 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 9.1K | 9.3K | +176 |
| Knights of Columbus Asset Advisors LLC | Increased | 38.3K | 38.4K | +149 |
| Root Financial Partners, LLC | New | 0 | 147 | +147 |
| Versant Capital Management, Inc | Increased | 1.1K | 1.2K | +122 |
| Pinnacle Wealth Management Advisory Group, LLC | Reduced | 5.6K | 5.5K | -87 |
| XPONANCE LLC | Reduced | 3.9K | 3.8K | -77 |
| EverSource Wealth Advisors, LLC | Reduced | 327 | 259 | -68 |
| Parkside Financial Bank & Trust | Sold Out | 58 | 0 | -58 |
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.