Who Owns Helios Technologies Inc (HLIO)? -- Institutional Holders (2026-06-30)
302 institutions reported holding $2.91B of Helios Technologies Inc (HLIO) in SEC 13F filings for 2026-06-30. Largest institutional holders: VANGUARD GROUP INC ($300.8M), BlackRock, Inc. ($231.4M), DIMENSIONAL FUND ADVISORS LP ($138.3M), Sara-Bay Financial ($102.3M), Conestoga Capital Advisors, LLC ($96.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | VANGUARD GROUP INC | $300.8M | 3.4M | Added |
| 2 | BlackRock, Inc. | $231.4M | 2.6M | Added |
| 3 | DIMENSIONAL FUND ADVISORS LP | $138.3M | 1.5M | Trimmed |
| 4 | Sara-Bay Financial | $102.3M | 1.1M | Trimmed |
| 5 | Conestoga Capital Advisors, LLC | $96.8M | 1.1M | Trimmed |
| 6 | Invesco Ltd. | $96.7M | 1.1M | Added |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $87.4M | 979,448 | Added |
| 8 | JENNISON ASSOCIATES LLC | $87.2M | 977,554 | Trimmed |
| 9 | Thrivent Financial for Lutherans | $82.0M | 918,909 | Trimmed |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | $79.2M | 887,417 | Trimmed |
| 11 | STATE STREET CORP | $75.1M | 841,953 | Added |
| 12 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $74.5M | 834,221 | Trimmed |
| 13 | T. Rowe Price Investment Management, Inc. | $69.5M | 779,227 | Trimmed |
| 14 | NEUBERGER BERMAN GROUP LLC | $68.0M | 761,883 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $66.4M | 743,426 | Added |
| 16 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $64.1M | 718,688 | Trimmed |
| 17 | ACK Asset Management LLC | $60.8M | 681,000 | Trimmed |
| 18 | WASATCH ADVISORS LP | $58.9M | 660,085 | Trimmed |
| 19 | Nuveen, LLC | $45.3M | 507,047 | Added |
| 20 | GOLDMAN SACHS GROUP INC | $40.1M | 449,107 | Added |
| 21 | BANK OF AMERICA CORP /DE/ | $36.7M | 411,128 | Trimmed |
| 22 | Jupiter Topco LLC | $36.4M | 408,245 | New |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $36.4M | 407,860 | Trimmed |
| 24 | Sixth Street Partners Management Company, L.P. | $36.4M | 407,860 | New |
| 25 | Aberdeen Group plc | $35.5M | 397,396 | Added |
Source: SEC Form 13F filings · as of 2026-06-30