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HLIO — HELIOS TECHNOLOGIES INC

Reported value held$1.07B
Funds holding (latest)43
SectorIndustrials
Funds holding (Q2 2026)37
Institutional value$860.24M · 9.69M sh
New / Add / Cut / Exit5 / 23 / 8 / 3
Top-5 / Top-10 concentration62.2% / 81.0%
Institutional holdings change Accumulating +10.8% (+946.27K sh)
Institutional value change Up +52.8%

As of Q2 2026, 37 SEC-registered investment managers reported holding HLIO (HELIOS TECHNOLOGIES INC) in their latest 13F filings, with a combined reported value of $860.24M across 9.69M shares. That is +10.8% by share count (+946.27K shares) versus the previous quarter, while reported value moved +52.8%. Ownership is concentrated: the five largest holders account for 62.2% of reported value and the top ten for 81.0%.

Compared with the prior quarter, 5 opened new positions, 23 added to existing stakes, 8 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

HLIO is classified in the Industrials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 2.59M $231.41M 0.00% Add
Vanguard Group history Q4 2025 3.16M $169.15M 0.00% Reduce
Invesco Ltd history Q2 2026 1.08M $96.66M 0.01% Add
Geode Capital Management history Q2 2026 979.45K $87.43M 0.01% Add
Wellington Management Group history Q2 2026 887.42K $79.20M 0.01% Reduce
Goldman Sachs Group history Q2 2026 449.11K $40.08M 0.00% Hold
Bank of America Corp history Q2 2026 411.13K $36.69M 0.00% Reduce
Charles Schwab Investment Management history Q2 2026 407.86K $36.40M 0.01% Reduce
Arrowstreet Capital history Q2 2026 395.61K $35.31M 0.02% Reduce
Northern Trust Corp history Q2 2026 334.73K $29.87M 0.00% Add
Janus Henderson Group history Q1 2026 448.50K $29.02M 0.01% Reduce
Fidelity Management & Research (FMR) history Q2 2026 269.42K $24.05M 0.00% Add
Royce & Associates history Q2 2026 252.20K $22.51M 0.18% Reduce
Morgan Stanley history Q2 2026 218.48K $19.50M 0.00% Add
Citadel Advisors history Q2 2026 194.68K $17.38M 0.00% Add
BNY Mellon history Q2 2026 167.18K $14.92M 0.00% Add
Point72 Asset Management history Q2 2026 145.46K $12.98M 0.01% Add
UBS Group AG history Q2 2026 137.86K $12.30M 0.00% Add
D. E. Shaw & Co history Q2 2026 109.84K $9.80M 0.01% Add
Baron Funds history Q1 2022 108.93K $8.74M 0.02% Reduce

View all 43 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 2.44M 2.44M 2.43M 2.49M 2.46M 2.47M 2.44M 2.59M
Invesco Ltd 405.92K 393.70K 300.03K 310.02K 36.05K 33.60K 39.21K 40.03K 41.58K 46.03K 54.01K 54.52K 54.56K 56.70K 53.65K 55.33K 64.72K 68.59K 219.18K 1.08M
Geode Capital Management 552.80K 531.68K 552.05K 548.22K 559.32K 581.91K 606.28K 630.12K 656.90K 694.10K 714.66K 744.67K 752.54K 750.47K 763.88K 789.98K 788.07K 787.52K 836.83K 979.45K
Wellington Management Group 599.60K 667.01K 761.65K 747.86K 550.22K 670.50K 710.56K 513.87K 1.12M 2.52M 3.28M 2.89M 2.02M 1.46M 1.11M 1.22M 929.68K 2.00M 1.31M 887.42K
Goldman Sachs Group 16.04K 35.10K 26.50K 25.82K 128.23K 28.59K 33.29K 39.59K 28.65K 27.75K 93.31K 106.71K 121.56K 125.90K 143.81K 291.39K 375.52K 320.22K 449.10K 449.11K
Bank of America Corp 53.67K 57.55K 55.49K 57.51K 41.26K 262.12K 314.72K 295.95K 404.87K 449.81K 658.52K 626.98K 791.32K 784.51K 864.18K 932.37K 789.92K 658.90K 510.52K 411.13K
Charles Schwab Investment Management 250.15K 264.60K 235.14K 249.13K 255.13K 263.01K 261.35K 264.05K 270.20K 258.98K 295.56K 326.68K 364.98K 398.90K 429.86K 442.18K 435.59K 429.39K 420.05K 407.86K
Arrowstreet Capital 84.32K 107.68K 60.65K 33.70K 6.28K — — — — — — — — — 9.99K 287.70K 594.36K 582.42K 544.24K 395.61K
Northern Trust Corp 334.70K 329.43K 316.98K 309.10K 307.57K 311.96K 314.96K 319.94K 323.94K 316.47K 307.39K 295.30K 294.75K 322.47K 312.28K 324.20K 322.95K 304.91K 317.70K 334.73K
Fidelity Management & Research (FMR) — 65 391 400 299 586 4.35K 421 461 575 653 951 911 942 404 23.75K 23.87K 24.73K 25.36K 269.42K
Royce & Associates 553.85K 307.23K 242.63K 242.63K 242.63K 199.32K 199.82K 210.92K 260.05K 291.06K 294.82K 289.76K 388.66K 434.80K 437.63K 385.68K 370.08K 361.80K 266.11K 252.20K
Morgan Stanley 63.75K 74.82K 72.75K 116.30K 136.77K 123.73K 84.27K 95.27K 102.05K 179.40K 136.51K 110.97K 171.34K 151.28K 198.45K 213.35K 168.80K 142.01K 140.34K 218.48K
Citadel Advisors 35.07K 52.41K 61.45K — 64.87K 99.56K 48.41K 31.97K 26.08K 164.50K 132.86K 19.00K 38.86K 16.54K 7.89K 275.99K 106.57K 140.34K 121.92K 194.68K
BNY Mellon 165.18K 161.36K 150.19K 145.54K 155.65K 188.02K 194.29K 185.70K 179.95K 271.78K 372.85K 463.66K 438.43K 519.53K 347.41K 179.86K 182.99K 167.27K 161.80K 167.18K
Point72 Asset Management — — — — — — 215.80K — — — — — — — — 16.80K — — 70.47K 145.46K
UBS Group AG 879 12.84K 23.19K 16.90K 801 9.39K 7.16K 20.09K 28.50K 50.99K 46.16K 20.34K 23.48K 156.75K 112.21K 49.04K 92.43K 76.19K 45.86K 137.86K
D. E. Shaw & Co 2.99K 5.49K 19.82K 23.55K 72.20K 87.25K 51.72K 21.16K 16.09K 69.22K 113.94K 42.16K 24.29K 7.11K 46.28K 100.62K 4.63K — 52.94K 109.84K
PSP Investments — — — — — — — — — — — — — — — — — — — 94.57K
AQR Capital Management 6.70K 4.81K 6.08K 5.23K 7.88K 6.91K — — — — — — — — — 28.63K 23.43K 26.12K 52.60K 83.11K
JPMorgan Chase & Co 32.67K 73.22K 38.07K 40.46K 40.75K 44.25K 11.44K 56.28K 48.74K 80.30K 95.44K 77.94K 59.43K 115.54K 37.22K 90.43K 25.64K 25.95K — 75.19K

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