Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HLIO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.4M | $158.1M | -1.0% | 7.393% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $104.7M | +0.4% | 4.898% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | $97.4M | — | 4.555% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $95.6M | — | 4.471% | 0.00% |
| 5 | Conestoga Capital Advisors, LLC | 1.3M | $85.8M | -14.6% | 4.010% | 1.71% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 1.3M | $84.6M | -34.6% | 3.954% | 0.02% |
| 7 | Sara-Bay Financial | 1.2M | $74.7M | -4.2% | 3.492% | 22.45% |
| 8 | JENNISON ASSOCIATES LLC | 1.0M | $67.0M | +30.1% | 3.135% | 0.05% |
| 9 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 931K | $60.2M | +58.5% | 2.817% | 0.20% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 837K | $54.2M | +6.3% | 2.532% | 0.00% |
| 11 | WASATCH ADVISORS INC | 799K | $51.7M | +35.4% | 2.418% | 0.34% |
| 12 | STATE STREET CORP | 788K | $51.0M | -1.0% | 2.385% | 0.00% |
| 13 | ACK Asset Management LLC | 780K | $50.5M | 0.0% | 2.361% | 6.30% |
| 14 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 769K | $49.7M | +523.2% | 2.326% | 0.09% |
| 15 | AMERIPRISE FINANCIAL INC | 739K | $47.8M | +42.3% | 2.237% | 0.01% |
| 16 | Neuberger Berman Group LLC | 712K | $46.0M | +1.1% | 2.154% | 0.04% |
| 17 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 693K | $44.8M | -8.6% | 2.097% | 0.45% |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 544K | $35.2M | -6.6% | 1.647% | 0.02% |
| 19 | VOYA INVESTMENT MANAGEMENT LLC | 517K | $33.4M | +6.2% | 1.564% | 0.03% |
| 20 | BANK OF AMERICA CORP /DE/ | 511K | $33.0M | -22.5% | 1.545% | 0.00% |
| 21 | GOLDMAN SACHS GROUP INC | 449K | $29.1M | +40.3% | 1.359% | 0.00% |
| 22 | JANUS HENDERSON GROUP PLC | 449K | $29.0M | -5.6% | 1.357% | 0.01% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 420K | $27.2M | -2.2% | 1.271% | 0.00% |
| 24 | SG Capital Management LLC | 372K | $24.1M | +88.4% | 1.127% | 1.60% |
| 25 | Nuveen, LLC | 330K | $21.3M | +2.7% | 0.997% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HLIO — a direct measure of their conviction.
Filings activity in HLIO during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 246 | +15% | 70.36% | +11.53 pp | $1.97B | +20% |
| Q4 2025 | 213 | +6.5% | 58.83% | +2.52 pp | $1.64B | +4.5% |
| Q3 2025 | 200 | +8.1% | 56.31% | +22.11 pp | $1.57B | +65% |
| Q2 2025 | 185 | +1.1% | 34.20% | +1.15 pp | $956M | +3.5% |
| Q1 2025 | 183 | +5.8% | 33.05% | 13.26 pp | $924M | 29% |
| Q4 2024 | 173 | 1.1% | 46.31% | 2.44 pp | $1.29B | 5.0% |
| Q3 2024 | 175 | +3.6% | 48.75% | 2.18 pp | $1.36B | 4.3% |
| Q2 2024 | 169 | — | 50.93% | — | $1.42B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HLIO stock.
Based on Q1 2026 13F filings, institutional ownership of Helios Technologies, Inc. stands at 70.4%, held across 246 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HLIO, with approximately 2,442,956 shares worth $0.16B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of HLIO.
Our composite Smart Money Score for HLIO is 57 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
59 institutions opened new positions in HLIO during Q1 2026, while 26 fully exited. 144 added to existing positions and 42 trimmed.
HLIO institutional ownership rose by 11.53 percentage points quarter-over-quarter, with a net change of +33 holders.
The top 10 institutions account for 44.9% of all reported 13F value in HLIO, and the top 25 account for 74.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Helios Technologies, Inc. (HLIO) Institutional Ownership