HELIOS TECHNOLOGIES, INC. - HLIO

Sector: Industrials · Industry: Miscellaneous Fabricated Metal Products
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$2.876B
QoQ value delta ($000)
-$16K (-0.0%)
Implied price effect (QoQ)
-0.0%
Shares
Total shares
32,392,386
QoQ shares delta
+122 (+0.0%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 2 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
BlackRock, Inc. 231,413 2,592,872 0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC 146,468 1,641,106 0.01%
DIMENSIONAL FUND ADVISORS LP 138,280 1,549,341 0.03%
VANGUARD CAPITAL MANAGEMENT LLC 130,492 1,462,106 0.0%
Sara-Bay Financial 102,339 1,146,658 27.26%
Conestoga Capital Advisors, LLC 96,777 1,084,345 2.11%
Invesco Ltd. 96,661 1,083,038 0.01%
GEODE CAPITAL MANAGEMENT, LLC 87,431 979,448 0.0%
JENNISON ASSOCIATES LLC 87,246 977,554 0.05%
THRIVENT FINANCIAL FOR LUTHERANS 82,013 918,909 0.14%
WELLINGTON MANAGEMENT GROUP LLP 79,201 887,417 0.01%
STATE STREET CORP 75,146 841,953 0.0%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 74,454 834,221 0.22%
T. Rowe Price Investment Management, Inc. 69,547 779,227 0.05%
Neuberger Berman Group LLC 68,011 761,883 0.05%
AMERIPRISE FINANCIAL INC 66,351 743,426 0.01%
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 64,143 718,688 0.1%
ACK Asset Management LLC 60,779 681,000 7.1%
WASATCH ADVISORS LP 58,912 660,085 0.39%
Nuveen, LLC 45,253 507,047 0.01%
GOLDMAN SACHS GROUP INC 40,082 449,107 0.0%
BANK OF AMERICA CORP /DE/ 36,693 411,128 0.0%
Jupiter Topco LLC 36,437 408,245 0.01%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 36,401 407,860 0.0%
Aberdeen Group plc 35,467 397,396 0.05%