Who owns Helios Technologies (HLIO)
Which tracked institutional funds hold HLIO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HLIO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on HLIO is one-sided between 2026-Q1 and 2026-Q2: 131 added or opened and 28 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HLIO’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HLIO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HLIO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 267 tracked filers holding HLIO, 150 increased or opened the position and 126 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HLIO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 24
- Jupiter Topco LLC$36M
- TUDOR INVESTMENT CORP ET AL$13M
- MACKENZIE FINANCIAL CORP$12M
- INTRINSIC EDGE CAPITAL MANAGEMENT LLC$12M
- Public Sector Pension Investment Board$8M
- Telemark Asset Management, LLC$4M
Full exits 15
- Thrivent Financial for Lutherans$60M
- T. Rowe Price Investment Management, Inc.$51M
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$45M
- JANUS HENDERSON GROUP PLC$29M
- SG Capital Management LLC$24M
- SCHRODER INVESTMENT MANAGEMENT GROUP$11M
Largest adds
- Invesco Ltd.$82M
- BlackRock, Inc.$73M
- VANGUARD PORTFOLIO MANAGEMENT LLC$49M
- VANGUARD CAPITAL MANAGEMENT LLC$35M
- DIMENSIONAL FUND ADVISORS LP$34M
- GEODE CAPITAL MANAGEMENT, LLC$33M
Largest trims
- VOYA INVESTMENT MANAGEMENT LLC$33M
- VICTORY CAPITAL MANAGEMENT INC$7M
- IAT REINSURANCE CO LTD.$6M
- WELLINGTON MANAGEMENT GROUP LLP$4M
- BARCLAYS PLC$1M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 2,592,872 | $231M | 8.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,641,106 | $146M | 5.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,549,341 | $138M | 5.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,462,106 | $130M | 5.0% | 2026-Q2 |
| Sara-Bay Financial trimmed | 1,146,658 | $102M | 3.9% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 1,084,345 | $97M | 3.7% | 2026-Q2 |
| Invesco Ltd. added | 1,083,038 | $97M | 3.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 979,448 | $87M | 3.3% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 977,554 | $87M | 3.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 887,417 | $79M | 3.0% | 2026-Q2 |
| STATE STREET CORP added | 841,953 | $75M | 2.9% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 834,221 | $74M | 2.9% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 761,883 | $68M | 2.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 743,426 | $66M | 2.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 718,688 | $64M | 2.5% | 2026-Q2 |
| ACK Asset Management LLC trimmed | 681,000 | $61M | 2.3% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 660,085 | $59M | 2.3% | 2026-Q2 |
| Nuveen, LLC added | 507,047 | $45M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 449,107 | $40M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 411,128 | $37M | 1.4% | 2026-Q2 |
| Jupiter Topco LLC new | 408,245 | $36M | 1.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 407,860 | $36M | 1.4% | 2026-Q2 |
| Aberdeen Group plc added | 397,396 | $35M | 1.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 395,605 | $35M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 334,725 | $30M | 1.1% | 2026-Q2 |
| IAT REINSURANCE CO LTD. | 300,000 | $13M | 0.5% | 2026-Q2 |
| Driehaus Capital Management LLC added | 299,426 | $27M | 1.0% | 2026-Q2 |
| MetLife Investment Management, LLC added | 283,541 | $25M | 1.0% | 2026-Q2 |
| Aperture Investors, LLC trimmed | 270,566 | $24M | 0.9% | 2026-Q2 |
| FMR LLC added | 269,417 | $24M | 0.9% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 252,199 | $23M | 0.9% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 222,678 | $20M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 222,079 | $20M | 0.8% | 2026-Q2 |
| MORGAN STANLEY added | 218,478 | $19M | 0.7% | 2026-Q2 |
| Leeward Investments, LLC - MA added | 209,025 | $19M | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 201,486 | $18M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 182,632 | $16M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 181,107 | $16M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 168,281 | $15M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 167,182 | $15M | 0.6% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 165,273 | $15M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 151,333 | $14M | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 145,455 | $13M | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 141,953 | $13M | 0.5% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP new | 138,268 | $12M | 0.5% | 2026-Q2 |
| UBS Group AG added | 137,859 | $12M | 0.5% | 2026-Q2 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC new | 130,000 | $12M | 0.4% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 126,040 | $11M | 0.4% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC trimmed | 125,409 | $11M | 0.4% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 125,225 | $11M | 0.4% | 2026-Q2 |
| Ceredex Value Advisors LLC trimmed | 119,900 | $11M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 109,843 | $10M | 0.4% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 109,729 | $10M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 99,109 | $9M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 97,433 | $9M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board new | 94,566 | $8M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 83,114 | $7M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 82,141 | $7M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 75,187 | $7M | 0.3% | 2026-Q2 |
| Trexquant Investment LP trimmed | 72,014 | $6M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 66,400 | $6M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 64,703 | $6M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 64,251 | $6M | 0.2% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 60,939 | $5M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 60,362 | $5M | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 56,469 | $5M | 0.2% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 55,819 | $5M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 52,643 | $5M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC new | 52,377 | $4M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 52,263 | $5M | 0.2% | 2026-Q2 |
| Telemark Asset Management, LLC new | 50,000 | $4M | 0.2% | 2026-Q2 |
| Creative Planning added | 49,668 | $4M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 48,684 | $4M | 0.2% | 2026-Q2 |
| Granite Investment Partners, LLC trimmed | 46,736 | $4M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 45,397 | $4M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 44,734 | $4M | 0.2% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 44,392 | $4M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 43,017 | $4M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC new | 40,650 | $4M | 0.1% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC trimmed | 40,031 | $4M | 0.1% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP new | 39,709 | $4M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 39,439 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 38,750 | $3M | 0.1% | 2026-Q2 |
| Knights of Columbus Asset Advisors LLC added | 38,268 | $3M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 37,271 | $3M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 36,983 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 34,523 | $3M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 34,170 | $3M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 31,776 | $3M | 0.1% | 2026-Q2 |
| NFJ INVESTMENT GROUP, LLC new | 31,541 | $3M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 31,260 | $3M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 31,240 | $3M | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 30,760 | $3M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 30,627 | $3M | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 30,000 | $3M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 30,000 | $3M | 0.1% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 28,763 | $3M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 28,461 | $3M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 26,961 | $2M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 26,805 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.