Helios Technologies, Inc.

Historical 13F Holders

Symbol
HLIO
CUSIP
42328H109
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 42328H109 since 12/18/2024, largest first.

Filer % of Class Filed
Thrivent Financial for Lutherans 13G 5.5% 11/14/2024
Event 9/30/2024
Vanguard Capital Management LLC 13G 5.2% 4/30/2026
Event 3/31/2026
Conestoga Capital Advisors, LLC 13G/A 5.0% 1/9/2026
Event 12/31/2025
Vanguard Portfolio Management LLC 13G 5.0% 7/31/2026
Event 6/30/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (3)
Wellington Management Group LLP 13G/A
3.9% 5/15/2026
Event 3/31/2026
Wasatch Advisors LP 13G/A 2.7% 6/6/2025
Event 5/30/2025
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 5 155 k $10.5 M
2026 Q2 291 35.7 M $2.90 B
2026 Q1 255 32.3 M $2.09 B
2025 Q4 221 33.0 M $1.77 B
2025 Q3 206 32.9 M $1.71 B
2025 Q2 191 31.9 M $1.06 B
2025 Q1 188 32.4 M $1.04 B
2024 Q4 176 32.7 M $1.46 B
2024 Q3 181 31.7 M $1.51 B
2024 Q2 178 32.0 M $1.53 B
2024 Q1 188 31.4 M $1.40 B
2023 Q4 176 31.4 M $1.43 B
2023 Q3 161 31.1 M $1.73 B
2023 Q2 173 30.7 M $2.02 B
2023 Q1 180 30.2 M $1.98 B
2022 Q4 173 30.7 M $1.67 B
2022 Q3 173 29.9 M $1.51 B
2022 Q2 166 30.2 M $2.00 B
2022 Q1 195 29.5 M $2.36 B
2021 Q4 190 29.5 M $3.10 B
2021 Q3 160 29.5 M $2.43 B
2021 Q2 156 29.1 M $2.27 B
2021 Q1 147 29.0 M $2.12 B
2020 Q4 140 29.7 M $1.58 B
2020 Q3 119 28.5 M $1.04 B
2020 Q2 122 28.3 M $1.05 B
2020 Q1 110 28.2 M $1.07 B
2019 Q4 117 28.3 M $1.31 B
2019 Q3 112 27.7 M $1.13 B
2019 Q2 109 27.7 M $1.28 B