HELIOS TECHNOLOGIES, INC. (HLIO) — Institutional Holders, Q2 2026
286 institutional investment managers reported a HLIO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HLIO in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Invesco Ltd.Added · +863,860 sh+$77.1M
- FMRAdded · +244,060 sh+$21.8M
- NuveenAdded · +177,535 sh+$15.8M
- BlackRockAdded · +149,916 sh+$13.4M
- GEODE CAPITAL MANAGEMENTAdded · +142,617 sh+$12.7M
Biggest sellers
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.Sold out · -693,072 sh-$61.9M
- VOYA INVESTMENT MANAGEMENTTrimmed · -510,530 sh-$45.6M
- WELLINGTON MANAGEMENT GROUP LLPTrimmed · -419,256 sh-$37.4M
- SG Capital ManagementSold out · -372,352 sh-$33.2M
- Conestoga Capital AdvisorsTrimmed · -240,861 sh-$21.5M
HLIO 13F holders ranked 1–100 of 286
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 2,592,872 sh | 2,592,872 | $231.4M | <0.01% | +6.1% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT#2 · 1,641,106 sh | 1,641,106 | $146.5M | <0.01% | +9.0% |
| 3 | DIMENSIONAL FUND ADVISORS#3 · 1,549,341 sh | 1,549,341 | $138.3M | 0.03% | -4.3% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 1,462,106 sh | 1,462,106 | $130.5M | <0.01% | -1.0% |
| 5 | Sara-Bay Financial#5 · 1,146,658 sh | 1,146,658 | $102.3M | — | -0.6% |
| 6 | Conestoga Capital Advisors#6 · 1,084,345 sh | 1,084,345 | $96.8M | 2.11% | -18.2% |
| 7 | Invesco Ltd.#7 · 1,083,038 sh | 1,083,038 | $96.7M | <0.01% | +394.1% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 979,448 sh | 979,448 | $87.4M | <0.01% | +17.0% |
| 9 | JENNISON ASSOCIATES#9 · 977,554 sh | 977,554 | $87.2M | 0.05% | -5.6% |
| 10 | THRIVENT FINANCIAL FOR LUTHERANS#10 · 918,909 sh | 918,909 | $82.0M | 0.14% | -0.7% |
| 11 | WELLINGTON MANAGEMENT GROUP LLP#11 · 887,417 sh | 887,417 | $79.2M | 0.01% | -32.1% |
| 12 | STATE STREET#12 · 841,953 sh | 841,953 | $75.1M | <0.01% | +6.8% |
| 13 | WILLIAM BLAIR INVESTMENT MANAGEMENT#13 · 834,221 sh | 834,221 | $74.5M | 0.22% | -10.4% |
| 14 | T. Rowe Price Investment Management#14 · 779,227 sh | 779,227 | $69.5M | 0.05% | -0.4% |
| 15 | Neuberger Berman Group#15 · 761,883 sh | 761,883 | $68.0M | 0.05% | +7.0% |
| 16 | AMERIPRISE FINANCIAL#16 · 743,426 sh | 743,426 | $66.4M | 0.01% | +0.6% |
| 17 | NOMURA ASSET MANAGEMENT INTERNATIONAL#17 · 718,688 sh | 718,688 | $64.1M | 0.10% | -6.5% |
| 18 | ACK Asset Management#18 · 681,000 sh | 681,000 | $60.8M | 7.10% | -12.7% |
| 19 | WASATCH ADVISORS#19 · 660,085 sh | 660,085 | $58.9M | — | -17.4% |
| 20 | Nuveen#20 · 507,047 sh | 507,047 | $45.3M | 0.01% | +53.9% |
| 21 | GOLDMAN SACHS GROUP#21 · 449,107 sh | 449,107 | $40.1M | <0.01% | 0.0% |
| 22 | BANK OF AMERICA#22 · 411,128 sh | 411,128 | $36.7M | <0.01% | -19.5% |
| 23 | Jupiter Topco#23 · 408,245 sh | 408,245 | $36.4M | 0.01% | — |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT#24 · 407,860 sh | 407,860 | $36.4M | <0.01% | -2.9% |
| 25 | abrdn plc#25 · 397,396 sh | 397,396 | $35.5M | 0.05% | +37.4% |
| 26 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#26 · 395,605 sh | 395,605 | $35.3M | 0.02% | -27.3% |
| 27 | NORTHERN#27 · 334,725 sh | 334,725 | $29.9M | <0.01% | +5.4% |
| 28 | DRIEHAUS CAPITAL MANAGEMENT#28 · 299,426 sh | 299,426 | $26.7M | 0.15% | +51.2% |
| 29 | MetLife Investment Management#29 · 283,541 sh | 283,541 | $25.3M | 0.11% | +1.2% |
| 30 | Aperture Investors#30 · 270,566 sh | 270,566 | $24.1M | 2.18% | -11.0% |
| 31 | FMR#31 · 269,417 sh | 269,417 | $24.0M | <0.01% | +962.5% |
| 32 | ROYCE & ASSOCIATES#32 · 252,199 sh | 252,199 | $22.5M | 0.18% | -5.2% |
| 33 | KENNEDY CAPITAL MANAGEMENT#33 · 222,678 sh | 222,678 | $19.9M | 0.35% | -2.8% |
| 34 | VANGUARD FIDUCIARY#34 · 222,079 sh | 222,079 | $19.8M | <0.01% | +3.7% |
| 35 | MORGAN STANLEY#35 · 218,478 sh | 218,478 | $19.5M | <0.01% | +55.7% |
| 36 | Leeward Investments, - MA#36 · 209,025 sh | 209,025 | $18.7M | — | +40.0% |
| 37 | Rockefeller Capital Management L.P.#37 · 201,486 sh | 201,486 | $18.0M | 0.03% | -15.3% |
| 38 | JANE STREET GROUP#38 · 182,632 sh | 182,632 | $16.3M | <0.01% | -5.5% |
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#39 · 181,107 sh | 181,107 | $16.2M | <0.01% | +93.5% |
| 40 | CITADEL ADVISORS#40 · 168,281 sh | 168,281 | $15.0M | <0.01% | +52.1% |
| 41 | Bank of New York Mellon#41 · 167,182 sh | 167,182 | $14.9M | <0.01% | +3.3% |
| 42 | SILVERCREST ASSET MANAGEMENT GROUP#42 · 165,273 sh | 165,273 | $14.8M | 0.10% | -8.3% |
| 43 | RAYMOND JAMES FINANCIAL#43 · 151,333 sh | 151,333 | $13.5M | <0.01% | -6.5% |
| 44 | IAT REINSURANCE LTD.#44 · 300,000 sh | 300,000 | $13.4M | 8.04% | 0.0% |
| 45 | Point72 Asset Management, L.P.#45 · 145,455 sh | 145,455 | $13.0M | 0.01% | +106.4% |
| 46 | TUDOR INVESTMENT ET AL#46 · 141,953 sh | 141,953 | $12.7M | 0.02% | New |
| 47 | MACKENZIE FINANCIAL#47 · 138,268 sh | 138,268 | $12.3M | 0.01% | New |
| 48 | UBS Group AG#48 · 137,859 sh | 137,859 | $12.3M | <0.01% | +200.6% |
| 49 | Intrinsic Edge Capital Management#49 · 130,000 sh | 130,000 | $11.6M | 1.20% | New |
| 50 | Hillsdale Investment Management#50 · 126,040 sh | 126,040 | $11.2M | 0.26% | +11.5% |
| 51 | CASTLEARK MANAGEMENT#51 · 125,409 sh | 125,409 | $11.2M | 0.30% | -21.8% |
| 52 | CONGRESS ASSET MANAGEMENT#52 · 125,225 sh | 125,225 | $11.2M | — | +78.0% |
| 53 | Ceredex Value Advisors#53 · 119,900 sh | 119,900 | $10.7M | 0.30% | -19.5% |
| 54 | D. E. Shaw#54 · 109,843 sh | 109,843 | $9.8M | <0.01% | +107.5% |
| 55 | FIFTH THIRD BANCORP#55 · 109,729 sh | 109,729 | $9.8M | 0.02% | -15.5% |
| 56 | SEI INVESTMENTS#56 · 99,109 sh | 99,109 | $8.8M | <0.01% | -36.3% |
| 57 | Russell Investments Group, Ltd.#57 · 97,433 sh | 97,433 | $8.7M | <0.01% | -26.5% |
| 58 | PUBLIC SECTOR PENSION INVESTMENT BOARD#58 · 94,566 sh | 94,566 | $8.4M | 0.02% | New |
| 59 | AQR CAPITAL MANAGEMENT#59 · 83,114 sh | 83,114 | $7.4M | <0.01% | +58.0% |
| 60 | AMERICAN CENTURY COMPANIES#60 · 82,141 sh | 82,141 | $7.3M | <0.01% | +2.9% |
| 61 | JPMORGAN CHASE#61 · 75,187 sh | 75,187 | $6.8M | <0.01% | +119.5% |
| 62 | Trexquant Investment#62 · 72,014 sh | 72,014 | $6.4M | 0.04% | -31.2% |
| 63 | Swiss National Bank#63 · 66,400 sh | 66,400 | $5.9M | <0.01% | +1.5% |
| 64 | ENVESTNET ASSET MANAGEMENT#64 · 64,703 sh | 64,703 | $5.8M | <0.01% | -13.8% |
| 65 | Qube Research & Technologies Ltd#65 · 64,251 sh | 64,251 | $5.7M | <0.01% | +652.6% |
| 66 | KING LUTHER CAPITAL MANAGEMENT#66 · 60,939 sh | 60,939 | $5.4M | 0.02% | +16.5% |
| 67 | ROYAL BANK OF CANADA#67 · 60,362 sh | 60,362 | $5.4M | <0.01% | -6.0% |
| 68 | VIRGINIA RETIREMENT SYSTEMS ET Al#68 · 60,000 sh | 60,000 | $5.4M | 0.02% | +122.2% |
| 69 | GABELLI FUNDS#69 · 56,469 sh | 56,469 | $5.0M | 0.03% | -24.7% |
| 70 | DARK FOREST CAPITAL MANAGEMENT#70 · 55,819 sh | 55,819 | $5.0M | 0.32% | +33.1% |
| 71 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#71 · 52,643 sh | 52,643 | $4.7M | <0.01% | -3.2% |
| 72 | PRICE T ROWE ASSOCIATES#72 · 52,263 sh | 52,263 | $4.7M | <0.01% | +15.1% |
| 73 | Telemark Asset Management#73 · 50,000 sh | 50,000 | $4.5M | 0.32% | New |
| 74 | Creative Planning#74 · 49,668 sh | 49,668 | $4.4M | <0.01% | +20.2% |
| 75 | Allspring Global Investments#75 · 52,377 sh | 52,377 | $4.4M | <0.01% | New |
| 76 | PRUDENTIAL FINANCIAL#76 · 48,684 sh | 48,684 | $4.3M | <0.01% | +122.6% |
| 77 | Granite Investment Partners#77 · 46,736 sh | 46,736 | $4.2M | 0.21% | -23.9% |
| 78 | RHUMBLINE ADVISERS#78 · 45,397 sh | 45,397 | $4.1M | <0.01% | +2.5% |
| 79 | STIFEL FINANCIAL#79 · 44,734 sh | 44,734 | $4.0M | <0.01% | -1.4% |
| 80 | GHP Investment Advisors#80 · 44,392 sh | 44,392 | $4.0M | — | +4.2% |
| 81 | NEW YORK STATE COMMON RETIREMENT FUND#81 · 43,017 sh | 43,017 | $3.8M | <0.01% | +278.0% |
| 82 | ALGERT GLOBAL#82 · 40,650 sh | 40,650 | $3.6M | 0.04% | New |
| 83 | RICE HALL JAMES & ASSOCIATES#83 · 40,031 sh | 40,031 | $3.6M | 0.17% | -10.0% |
| 84 | PALISADE CAPITAL MANAGEMENT#84 · 39,709 sh | 39,709 | $3.5M | 0.15% | New |
| 85 | Knights of Columbus Asset Advisors#85 · 38,268 sh | 38,268 | $3.4M | 0.17% | +120.4% |
| 86 | STATE OF WISCONSIN INVESTMENT BOARD#86 · 37,271 sh | 37,271 | $3.3M | <0.01% | +4.0% |
| 87 | Squarepoint Ops#87 · 36,983 sh | 36,983 | $3.3M | <0.01% | +56.6% |
| 88 | DEUTSCHE BANK AG\#88 · 34,523 sh | 34,523 | $3.1M | <0.01% | +18.1% |
| 89 | XTX Topco Ltd#89 · 34,170 sh | 34,170 | $3.0M | 0.04% | +55.0% |
| 90 | FRANKLIN RESOURCES#90 · 31,776 sh | 31,776 | $2.8M | <0.01% | +41.2% |
| 91 | NFJ INVESTMENT GROUP#91 · 31,541 sh | 31,541 | $2.8M | 0.10% | New |
| 92 | LAZARD ASSET MANAGEMENT#92 · 31,260 sh | 31,260 | $2.8M | <0.01% | +2.9% |
| 93 | Engineers Gate Manager#93 · 31,240 sh | 31,240 | $2.8M | 0.04% | +82.0% |
| 94 | OCCUDO QUANTITATIVE STRATEGIES#94 · 30,760 sh | 30,760 | $2.7M | 0.15% | +4.4% |
| 95 | WELLS FARGO & COMPANY#95 · 30,627 sh | 30,627 | $2.7M | <0.01% | +109.1% |
| 96 | BRIDGEWAY CAPITAL MANAGEMENT#96 · 30,000 sh | 30,000 | $2.7M | 0.05% | +100.0% |
| 97 | PINNACLE ASSOCIATES LTD#97 · 28,763 sh | 28,763 | $2.6M | — | +1.3% |
| 98 | ALLIANCEBERNSTEIN L.P.#98 · 39,439 sh | 39,439 | $2.6M | <0.01% | +18.8% |
| 99 | MARSHALL WACE, LLP#99 · 28,461 sh | 28,461 | $2.5M | <0.01% | -5.2% |
| 100 | Legal & General Group Plc#100 · 26,961 sh | 26,961 | $2.4M | <0.01% | -4.7% |
Funds that sold out of HLIO in Q2 2026 (23)
Held HLIO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.693,072 sh | 693,072 | $44.8M |
| SG Capital Management372,352 sh | 372,352 | $24.1M |
| SCHRODER INVESTMENT MANAGEMENT GROUP176,130 sh | 176,130 | $11.1M |
| NATIXIS ADVISORS56,546 sh | 56,546 | $3.7M |
| HRT FINANCIAL52,408 sh | 52,408 | $3.4M |
| MILLENNIUM MANAGEMENT34,730 sh | 34,730 | $2.2M |
| OSTRUM ASSET MANAGEMENT18,560 sh | 18,560 | $1.2M |
| Dynamic Technology Lab Private Ltd15,430 sh | 15,430 | $998.5K |
| Calamos Advisors10,940 sh | 10,940 | $707.9K |
| RENAISSANCE TECHNOLOGIES10,400 sh | 10,400 | $673.0K |
| Man Group plc9,359 sh | 9,359 | $605.6K |
| TradeLink Capital7,013 sh | 7,013 | $454.0K |
| Magnetar Financial5,445 sh | 5,445 | $352.3K |
| Mariner5,258 sh | 5,258 | $340.3K |
| PRELUDE CAPITAL MANAGEMENT4,250 sh | 4,250 | $275.0K |
| Inspire Advisors3,654 sh | 3,654 | $236.4K |
| Farringdon Capital, Ltd.3,105 sh | 3,105 | $200.9K |
| QUADRANT CAPITAL GROUP360 sh | 360 | $60.6K |
| Central Pacific Bank - Division160 sh | 160 | $10.4K |
| Wall Street Financial Group133 sh | 133 | $8.6K |
| MAI Capital Management87 sh | 87 | $5.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT56 sh | 56 | $3.6K |
| Root Financial Partners13 sh | 13 | $841.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.