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Disclosery

HLIO HELIOS TECHNOLOGIES INC

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COM (common), issuer CIK 1024795

274 managers (284 13F filers) reported a position in HLIO shares at 2026-06-30, 32,226,471 shares in all. 56 filers opened a position and 23 filers sold out during the quarter.

Managers
274
13F filers
284
New
56
Added
100
Reduced
93
Sold out
23
Shares held by filers
32,226,471

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 7 filers holding3,374,073$301M+126,277Timeline
BlackRock, Inc.in group BlackRock, Inc.2,592,872$231M<0.01%+149,91613F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,549,341$138M0.03%-69,37113F-HRTimelineGroup
Sara-Bay Financial1,146,658$102M27.26%-7,23813F-HRTimeline
Conestoga Capital Advisors, LLC1,084,345$96.8M2.11%-240,86113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,083,038$96.7M0.01%+863,86013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC979,448$87.4M<0.01%+142,61713F-HRTimelineGroup
JENNISON ASSOCIATES LLC977,554$87.2M0.05%-58,42313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…918,909$82M0.14%-6,63713F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…887,417$79.2M0.01%-419,25613F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP841,953$75.1M<0.01%+53,94413F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC834,221$74.5M0.22%-96,78713F-HRTimeline
T. Rowe Price Investment Management, In…779,227$69.5M0.05%-3,24513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC761,883$68M0.05%+50,08513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC743,426$66.4M0.01%+4,16513F-HRTimelineGroup
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD718,688$64.1M0.1%-49,97213F-HRTimelineGroup
ACK Asset Management LLC681,000$60.8M7.1%-99,37813F-HRTimeline
WASATCH ADVISORS LP660,085$58.9M0.39%-138,92313F-HRTimeline
Nuveen, LLCin group TIAA507,047$45.3M0.01%+177,53513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC449,107$40.1M<0.01%+613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/411,128$36.7M<0.01%-99,39113F-HRTimelineGroup
Jupiter Topco LLCin group Janus Henderson408,245$36.4M0.01%13F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co407,860$36.4M<0.01%-12,19113F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc397,396$35.5M0.05%+108,16313F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …395,605$35.3M0.02%-148,63613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP334,725$29.9M<0.01%+17,02613F-HRTimelineGroup
Driehaus Capital Management LLC299,426$26.7M0.15%+101,45813F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…283,541$25.3M0.11%+3,43413F-HRTimelineGroup
Aperture Investors, LLC270,566$24.1M2.56%-33,43713F-HRTimeline
FMR LLCin group FMR LLC269,417$24M<0.01%+244,06013F-HRTimelineGroup
ROYCE & ASSOCIATES LP252,199$22.5M0.18%-13,91013F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC222,678$19.9M0.35%-6,43013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY218,478$19.5M<0.01%+78,13913F-HRTimelineGroup
Leeward Investments, LLC - MA209,025$18.7M0.85%+59,76013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding206,029$18.4M+112,415Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…201,486$18M0.03%-36,39913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding190,502$17M+90,236Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC182,632$16.3M0.01%-10,73113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC168,281$15M0.01%+57,66513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp167,182$14.9M<0.01%+5,38013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC165,273$14.8M0.1%-14,86913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC151,333$13.5M<0.01%-10,43613F-HRTimelineGroup
IAT REINSURANCE CO LTD.300,000$13.4M8.04%013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.145,455$13M0.02%+74,98813F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL141,953$12.7M0.05%new13F-HRTimeline
MACKENZIE FINANCIAL CORP138,268$12.3M0.01%new13F-HRTimeline
INTRINSIC EDGE CAPITAL MANAGEMENT LLC130,000$11.6M1.43%new13F-HRTimeline
Hillsdale Investment Management Inc.126,040$11.2M0.26%+13,02013F-HRTimeline
CASTLEARK MANAGEMENT LLC125,409$11.2M0.3%-35,00013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO125,225$11.2M0.07%+54,87213F-HRTimeline
Ceredex Value Advisors LLC119,900$10.7M0.3%-29,05013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.109,843$9.8M0.01%+56,90513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…109,729$9.79M0.02%-20,05413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO99,109$8.85M0.01%-56,36813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…97,433$8.7M0.01%-35,07013F-HRTimelineGroup
Public Sector Pension Investment Board94,566$8.44M0.02%new13F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC83,114$7.42M<0.01%+30,51513F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC82,141$7.33M<0.01%+2,32013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO75,187$6.85M<0.01%+40,93413F-HRTimelineGroup
Trexquant Investment LP72,014$6.43M0.04%-32,59313F-HRTimeline
Swiss National Bank66,400$5.93M<0.01%+1,00013F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding65,613$5.86M-22,375Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC64,703$5.77M<0.01%-10,32713F-HRTimelineGroup
Qube Research & Technologies Ltd64,251$5.73M0.01%+55,71413F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP60,939$5.44M0.02%+8,61413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA60,362$5.39M<0.01%-3,82613F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP55,819$4.98M0.32%+13,88013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/52,263$4.67M<0.01%+6,87213F-HRTimeline
Telemark Asset Management, LLC50,000$4.46M0.32%new13F-HRTimeline
Creative Planningin group Creative Planning49,668$4.43M<0.01%+8,33013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …52,377$4.42M0.01%new13F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC48,684$4.35M<0.01%+26,81513F-HRTimelineGroup
Granite Investment Partners, LLC46,736$4.17M0.21%-14,66113F-HRTimeline
RHUMBLINE ADVISERS45,397$4.05M<0.01%+1,09613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,734$3.99M<0.01%-61413F-HRTimelineGroup
GHP Investment Advisors, Inc.44,392$3.96M0.15%+1,78413F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND43,017$3.84M<0.01%+31,63713F-HRTimeline
ALGERT GLOBAL LLC40,650$3.63M0.04%new13F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC40,031$3.57M0.17%-4,43013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP39,709$3.54M0.15%new13F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…38,750$3.46M<0.01%-1,04413F-HR/ATimeline
Knights of Columbus Asset Advisors LLC38,268$3.42M0.17%+20,90213F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD37,271$3.33M0.01%+1,41713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC36,983$3.3M0.01%+13,36313F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\34,523$3.08M<0.01%+5,30013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd34,170$3.05M0.04%+12,12413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources31,776$2.84M<0.01%+9,27213F-HRTimelineGroup
NFJ INVESTMENT GROUP, LLC31,541$2.82M0.1%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC31,260$2.79M<0.01%+87813F-HRTimelineGroup
Engineers Gate Manager LP31,240$2.79M0.04%+14,07413F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP30,760$2.75M0.15%+1,28913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30,627$2.73M<0.01%+15,98113F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al30,000$2.68M0.02%+3,00013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC30,000$2.68M0.05%+15,00013F-HRTimeline
PINNACLE ASSOCIATES LTD28,763$2.57M0.03%+37713F-HRTimeline
ALLIANCEBERNSTEIN L.P.39,439$2.55M<0.01%+6,25313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP28,461$2.54M<0.01%-1,57613F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc26,961$2.41M<0.01%-1,32913F-HRTimelineGroup
D.A. DAVIDSON & CO.26,805$2.39M0.01%-4,17513F-HRTimeline
Connor, Clark & Lunn Investment Managem…26,196$2.34M<0.01%+1,17513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.25,343$2.26M0.15%-10,63713F-HRTimeline
NORGES BANK24,400$2.18M<0.01%new13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A24,100$2.15M0.01%013F-HRTimelineGroup
HighTower Advisors, LLC22,680$2.02M<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS22,174$1.98M<0.01%+4,15613F-HRTimeline
Schonfeld Strategic Advisors LLC20,436$1.82M0.01%+11,10413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20,362$1.82M<0.01%+16,83813F-HRTimelineGroup
Atom Investors LP20,091$1.79M0.16%-10,43013F-HRTimeline
Aquatic Capital Management LLC20,083$1.79M0.06%+10,13813F-HRTimeline
Jain Global LLC19,592$1.75M0.02%new13F-HRTimeline
Centiva Capital, LP19,363$1.73M0.06%-6,52313F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…19,133$1.71M<0.01%-6413F-HRTimeline
EntryPoint Capital, LLC18,303$1.63M0.4%-5,29713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management17,621$1.57M<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP17,145$1.53M<0.01%+2,67013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …16,900$1.51M<0.01%+1,26913F-HRTimelineGroup
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG15,966$1.42M0.01%-1,36113F-HRTimelineGroup
Jackson Creek Investment Advisors LLC18,037$1.41M0.47%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…15,376$1.37M<0.01%-18813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\15,208$1.36M<0.01%+54413F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…14,648$1.31M<0.01%-15,87113F-HRTimelineGroup
Diamond Hill Capital Management, LLC (I…14,061$1.25M0.01%-8,89213F-HRTimeline
LPL Financial LLC13,716$1.22M<0.01%+6,91513F-HRTimeline
STRS OHIO13,400$1.2M<0.01%-40013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP13,325$1.19M<0.01%+88813F-HRTimelineGroup
ExodusPoint Capital Management, LP13,011$1.16M0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,816$1.14M<0.01%-413F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS12,304$1.1M<0.01%+80713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,959$1.07M<0.01%-16,10713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC10,970$979K<0.01%-116,46613F-HRTimeline
Integrated Quantitative Investments LLC10,910$974K0.16%new13F-HRTimeline
Legato Capital Management LLC10,910$974K0.08%new13F-HRTimeline
Dakota Wealth Management10,687$954K0.02%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC10,564$943K<0.01%+1,20213F-HRTimeline
Sterling Capital Management LLC10,343$923K0.02%-48513F-HRTimeline
Bridgewater Associates, LP10,166$907K<0.01%+3,64213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,078$899K+238Timeline
MONETA GROUP INVESTMENT ADVISORS LLC10,025$895K0.01%-613F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …10,009$893K<0.01%-3,62413F-HRTimelineGroup
Gotham Asset Management, LLC9,873$881K<0.01%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…9,862$880K0.01%+6,67213F-HRTimelineGroup
Police & Firemen's Retirement System of…9,849$879K0.01%+1,05213F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD9,400$839K<0.01%new13F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…9,295$830K<0.01%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM9,135$815K<0.01%+2713F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …8,644$782K<0.01%new13F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…8,688$775K0.01%+5,16613F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC8,229$734K0.01%-24513F-HRTimeline
Avalon Trust Co7,901$705K0.04%013F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding7,618$680K-3,921Timeline
KLP KAPITALFORVALTNING AS7,300$652K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,285$650K<0.01%-84513F-HRTimelineGroup
Edgestream Partners, L.P.7,107$634K0.02%new13F-HRTimeline
Aviance Capital Partners, LLC7,087$633K0.07%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd6,870$613K0.01%-6,70813F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC6,684$597K<0.01%new13F-HRTimelineGroup
Quantedge Capital Pte Ltd6,600$589K0.45%-2,60013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,403$571K<0.01%-1,59413F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC6,389$570K<0.01%-510,53013F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.6,290$561K0.09%-6313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,251$556K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC6,177$551K<0.01%-24,02713F-HRTimelineGroup
Clean Yield Group5,807$518K0.13%-50013F-HRTimeline
GSA CAPITAL PARTNERS LLP5,615$501K0.03%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,248$500K<0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,597$500K0.03%-3,22213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC5,559$496K0.02%-1,33313F-HRTimelineGroup
Campbell & CO Investment Adviser LLC5,538$494K0.03%-1,98513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,450$487K<0.01%+1,93713F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,372$479K<0.01%-59913F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,187$463K<0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,968$443K<0.01%-79913F-HRTimelineGroup
Bridgefront Capital, LLC4,893$437K0.12%-2,81813F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,880$436K0.01%-8,00513F-HRTimeline
EP Wealth Advisors, LLC4,811$429K<0.01%+64013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC4,649$412K<0.01%new13F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd4,500$402K<0.01%new13F-HRTimelineGroup
R Squared Ltd4,419$394K0.21%+8313F-HRTimeline
ProShare Advisors LLC4,373$390K<0.01%-43713F-HRTimeline
Legacy Wealth Asset Management, LLC4,086$365K0.08%+6913F-HRTimeline
IEQ CAPITAL, LLC3,901$348K<0.01%013F-HRTimeline
XPONANCE LLC3,879$346K<0.01%+75113F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…3,770$336K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC3,762$336K<0.01%+1213F-HRTimeline
Truvestments Capital LLC3,750$335K0.05%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,713$331K0.06%+6913F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co3,621$323K<0.01%+72213F-HRTimelineGroup
MANGROVE PARTNERS IM, LLC3,450$308K0.02%new13F-HRTimeline
Compound Planning, Inc.3,387$302K0.01%+513F-HRTimeline
JACKSON SQUARE CAPITAL, LLC3,304$295K0.04%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC3,200$286K<0.01%-5,98513F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp3,138$280K<0.01%-1,84813F-HRTimelineGroup
Cetera Investment Advisers3,106$277K<0.01%-31213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,985$266K0.01%+48613F-HRTimelineGroup
Bayforest Capital Ltd2,796$250K0.23%new13F-HRTimeline
Amundiin group Amundi2,713$242K<0.01%-1,14613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,706$242K<0.01%new13F-HR/ATimeline
ISTHMUS PARTNERS, LLC2,668$238K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,560$229K<0.01%-21713F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC2,557$228K0.02%new13F-HRTimeline