HLIO · NYSE · Industrial - Machinery

Helios Technologies (HLIO)

Builds hydraulic motion-control components and customized electronic controls for specialized equipment.

$69.52
After hours−0.01 (−0.01%)
At close$69.53(+1.27%)

13F · 13D/G · Form 4

Institutions≈ 96.64%31.94M shares
291 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders0.69%227.1K shares
14 holders · as of Sep 22, 2026
Other≈ 2.67%882.9K shares
remainder

33.05M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

13F · 13D/G · Form 4

HolderStakeSharesDate
Brown Capital Management, LLCInstitution
8.92%2.95Mfiled Jun 10, 2020
BlackRock, Inc.Institution
7.85%2.59Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.97%1.64Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
4.69%1.55Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.42%1.46Mas of Jun 30, 2026
Sara-Bay FinancialInstitution
3.47%1.15Mas of Jun 30, 2026
Conestoga Capital Advisors, LLCInstitution
3.28%1.08Mas of Jun 30, 2026
Invesco Ltd.Institution
3.28%1.08Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.96%979,448as of Jun 30, 2026
Jennison Associates LLCInstitution
2.96%977,554as of Jun 30, 2026
Thrivent Financial for LutheransInstitution
2.78%918,909as of Jun 30, 2026
Wellington Management Group LLPInstitution
2.69%887,417as of Jun 30, 2026
State Street CorpInstitution
2.55%841,953as of Jun 30, 2026
William Blair Investment Management, LLCInstitution
2.52%834,221as of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
2.36%779,227as of Jun 30, 2026
Neuberger Berman Group LLCInstitution
2.31%761,883as of Jun 30, 2026
Ameriprise Financial IncInstitution
2.25%743,426as of Jun 30, 2026
Macquarie Management Holdings, Inc.Institution
2.17%718,688as of Jun 30, 2026
Ack Asset Management LLCInstitution
2.06%681,000as of Jun 30, 2026
Wasatch Advisors LPInstitution
2.00%660,085as of Jun 30, 2026
Nuveen, LLCInstitution
1.53%507,047as of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.36%449,107as of Jun 30, 2026
Bank of America Corp /DE/Institution
1.24%411,128as of Jun 30, 2026
Jupiter Topco LLCInstitution
1.24%408,245as of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
1.23%407,860as of Jun 30, 2026

13F, as of Jun 30, 2026

291 holders · 31.94M shares · 63 new positions · 162 increased · 93 reduced · 27 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.2.59M7.85%+149.9KAug 7, 2026
Vanguard Portfolio Management LLC1.64M4.97%+135.8KAug 13, 2026
Dimensional Fund Advisors LP1.55M4.69%−69.4KAug 11, 2026
Vanguard Capital Management LLC1.46M4.42%−15.2KAug 13, 2026
Sara-Bay Financial1.15M3.47%−7.2KJul 17, 2026
Conestoga Capital Advisors, LLC1.08M3.28%−240.9KJul 24, 2026
Invesco Ltd.1.08M3.28%+863.9KAug 14, 2026
Geode Capital Management, LLC979.4K2.96%+142.6KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Vanguard Capital Management5.20%1.72M13GApr 30, 2026
Conestoga Capital Advisors5.02%1.66M13GJan 9, 2026
Vanguard Portfolio Management5.01%1.66M13GJul 31, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jun 23, 2026
Matteo Arduiniofficer: President of Hydraulics, FCT
Sale6,027$90.4211,317
Jun 22, 2026
Matteo Arduiniofficer: President of Hydraulics, FCT
Sale4,000$89.9311,317
May 15, 2026
Matteo Arduiniofficer: President of Hydraulics, FCT
Sale3,000$76.4815,317
Dec 5, 2025
Matteo Arduiniofficer: President of Hydraulics, FCT
Sale2,000$54.6113,986
Nov 5, 2025
Diana Sacchidirector
Sale620$58.366,923

House and Senate disclosures

Not reported.