5 institutions reported holding $11.3M of Helios Technologies Inc (HLIO) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($11.2M), Versant Capital Management, Inc ($96,122), GAMMA Investing LLC ($25,347), MassMutual Private Wealth & Trust, FSB ($4,820), Central Pacific Bank - Trust Division ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $11.2M | 125,225 | Added |
| 2 | Versant Capital Management, Inc | $96,122 | 1,077 | Hold |
| 3 | GAMMA Investing LLC | $25,347 | 284 | Added |
| 4 | MassMutual Private Wealth & Trust, FSB | $4,820 | 54 | Hold |
| 5 | Central Pacific Bank - Trust Division | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30