HLIO — Helios Technologies Inc Com Institutional Holders · Q3 2026
Who owns Helios Technologies Inc Com (HLIO)? 7 institutions reported holding $10.52M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($10.3M), Versant Capital Management, Inc ($81,436), Farther Finance Advisors, LLC ($77,021).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $10.3M | 152,142 | Added |
| 2 | Versant Capital Management, Inc | $81,436 | 1,199 | Added |
| 3 | Farther Finance Advisors, LLC | $77,021 | 1,134 | Added |
| 4 | GAMMA Investing LLC | $22,685 | 334 | Added |
| 5 | MassMutual Private Wealth & Trust, FSB | $3,668 | 54 | Hold |
| 6 | Legacy Wealth Asset Management, LLC | $0 | 0 | Exited |
| 7 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30