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Disclosery

HLIO HELIOS TECHNOLOGIES INC

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COM (common), issuer CIK 1024795

182 managers (185 13F filers) reported a position in HLIO shares at 2025-03-31, 32,427,907 shares in all. 30 filers opened a position and 17 filers sold out during the quarter.

Managers
182
13F filers
185
New
30
Added
66
Reduced
57
Sold out
17
Shares held by filers
32,427,907

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
WASATCH ADVISORS LP3,407,368$109M0.61%-138,23613F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC3,296,258$106M<0.01%-31,86913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,427,341$77.9M<0.01%-16,16613F-HRTimelineGroup
Conestoga Capital Advisors, LLC1,971,463$63.3M0.95%-15,06513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,758,635$56.4M0.12%-83,18813F-HR/ATimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,506,946$48.4M0.01%+68,16013F-HRTimelineGroup
Sara-Bay Financial1,215,181$39.2M17.33%-2,28613F-HRTimeline
BROWN CAPITAL MANAGEMENT LLC1,175,408$37.7M1.14%-355,34013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,106,921$35.5M0.01%-356,34413F-HRTimelineGroup
BARROW HANLEY MEWHINNEY & STRAUSS LLC966,419$31M0.11%+8,43613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/864,184$27.7M<0.01%+79,67513F-HRTimelineGroup
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…789,915$25.3M0.25%+68,99013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP782,120$25.1M<0.01%-8,23113F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC763,883$24.5M<0.01%+13,41113F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson683,321$22.1M0.01%+45,61813F-HRTimelineGroup
T. Rowe Price Investment Management, In…568,017$18.2M0.01%-1,15213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC484,954$15.6M0.01%-3,94613F-HRTimelineGroup
ROYCE & ASSOCIATES LP437,629$14M0.15%+2,83013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co429,860$13.8M<0.01%+30,96113F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…424,039$13.6M0.03%+174,30113F-HRTimelineGroup
Ceredex Value Advisors LLC350,500$11.2M0.25%+130,60013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND348,448$11.2M0.02%-44,87513F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp347,407$11.1M<0.01%-172,12413F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…344,505$11.1M0.06%+324,16713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC342,065$11M<0.01%+184,51413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP312,283$10M<0.01%-10,18913F-HRTimelineGroup
IAT REINSURANCE CO LTD.300,000$9.63M2.01%013F-HRTimeline
Diamond Hill Capital Management, LLC (I…257,251$8.26M0.04%+25,57613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC245,274$7.87M<0.01%+72,88513F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP236,315$7.63M0.01%-10,43113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY198,450$6.37M<0.01%+47,16813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding196,397$6.3M-4,353Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO185,111$5.94M0.01%-2,06513F-HR/ATimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC184,917$5.93M0.04%-54213F-HRTimeline
UBS Group AGgroup of 2 filers holding183,148$5.88M-35,502Timeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP177,357$5.69M0.01%+88,88713F-HRTimelineGroup
COMERICA BANK160,347$5.15M0.02%-1,26313F-HRTimeline
Keeley-Teton Advisors, LLC159,336$5.11M0.62%+6,82913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC143,810$4.61M<0.01%+17,91413F-HR/ATimelineGroup
Granite Investment Partners, LLC131,514$4.22M0.21%-8,33513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC121,779$3.91M<0.01%+28,31613F-HRTimelineGroup
FRONTIER CAPITAL MANAGEMENT CO LLC101,032$3.24M0.04%-79,85813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA89,391$2.87M<0.01%+55613F-HR/ATimelineGroup
Nuveen, LLCin group TIAA86,348$2.77M<0.01%13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC76,233$2.45M<0.01%new13F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP70,733$2.27M0.01%013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC70,549$2.26M<0.01%+10,73313F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers68,553$2.2M<0.01%+13,40213F-HRTimelineGroup
Swiss National Bank64,400$2.07M<0.01%-70013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC62,475$2M<0.01%+38,30013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC56,606$1.82M<0.01%+37,62413F-HR/ATimelineGroup
Advantage Alpha Capital Partners LP56,295$1.81M0.44%+13,94413F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC55,984$1.8M0.11%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.53,653$1.72M<0.01%-3,04613F-HRTimelineGroup
NORGES BANK51,234$1.64M<0.01%-35,06313F-HR/ATimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC51,115$1.64M<0.01%+44,92213F-HR/ATimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management50,883$1.63M<0.01%new13F-HRTimelineGroup
RHUMBLINE ADVISERS50,700$1.63M<0.01%+8813F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,726$1.6M<0.01%-21013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.46,282$1.49M<0.01%+39,16913F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC45,303$1.45M<0.01%-16,10513F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,054$1.41M<0.01%+4,85013F-HRTimelineGroup
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG41,705$1.34M0.01%-88613F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC41,483$1.33M<0.01%-3,16513F-HRTimeline
GHP Investment Advisors, Inc.39,877$1.28M0.06%+1,15713F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc38,069$1.22M<0.01%+1,58613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,215$1.19M<0.01%-78,32713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.36,850$1.18M<0.01%-4213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …34,639$1.11M0.01%+2,95113F-HRTimelineGroup
Sapience Investments, LLC33,378$1.07M0.77%-6,06913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/33,134$1.06M<0.01%+2,34413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP31,548$1.01M<0.01%+1,83313F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…31,066$997K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\28,451$913K<0.01%-2,72313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC28,248$906K<0.01%-1,64313F-HRTimelineGroup
Cardinal Capital Management25,310$812K0.13%+2,09113F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A25,000$802K<0.01%new13F-HRTimelineGroup
Semanteon Capital Management, LP24,919$800K0.43%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP23,404$751K0.03%+18,60213F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC22,710$729K0.01%+7,92013F-HRTimeline
OSTRUM ASSET MANAGEMENT20,235$649K0.03%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…19,771$634K<0.01%+86213F-HRTimelineGroup
PINNACLE ASSOCIATES LTD17,742$569K0.01%+6,32513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,433$559K<0.01%+37813F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP16,991$545K0.05%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …16,860$541K<0.01%+77313F-HRTimelineGroup
Quantbot Technologies LP16,717$536K0.02%new13F-HRTimeline
Dynamic Technology Lab Private Ltd16,576$532K0.08%-3,70413F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.16,290$523K<0.01%-24113F-HRTimelineGroup
Petrus Trust Company, LTA14,717$472K0.04%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC14,572$468K0.01%new13F-HR/ATimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co14,169$456K<0.01%013F-HRTimelineGroup
Verition Fund Management LLC12,908$414K<0.01%new13F-HRTimeline
Engineers Gate Manager LP11,852$380K0.01%new13F-HRTimeline
EntryPoint Capital, LLC11,601$372K0.17%+3,99513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,598$372K<0.01%+2113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,495$369K<0.01%+4,79013F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd9,227$364K0.07%new13F-HRTimeline
Aquatic Capital Management LLC11,089$356K0.01%+7,35713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,693$343K0.02%new13F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC10,688$343K0.04%+1,73313F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding10,306$331K0Timeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA10,290$330K<0.01%+14913F-HRTimelineGroup
Procyon Advisors, LLC10,267$329K0.02%+79913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,025$322K<0.01%013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …9,992$321K<0.01%new13F-HRTimelineGroup
SG Americas Securities, LLC9,859$316K<0.01%-3,62013F-HRTimeline
Clean Yield Group9,657$310K0.1%-1,31213F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM9,536$306K<0.01%-10613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC9,435$303K<0.01%-8713F-HRTimeline
Handelsbanken Fonder AB9,358$300K<0.01%013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…9,295$298K<0.01%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC9,260$297K<0.01%-441,16913F-HR/ATimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…9,169$294K<0.01%013F-HRTimeline
SHERBROOKE PARK ADVISERS LLC9,062$291K0.14%+1,31213F-HRTimeline
Jain Global LLC8,382$269K0.01%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA7,746$249K0.02%-18013F-HRTimeline
Gotham Asset Management, LLC7,580$243K<0.01%new13F-HRTimeline
KLP KAPITALFORVALTNING AS7,400$237K<0.01%013F-HRTimeline
CIBC WORLD MARKETS CORP7,378$237K<0.01%new13F-HRTimeline
ProShare Advisors LLC7,198$231K<0.01%-2,16613F-HRTimeline
Police & Firemen's Retirement System of…7,136$229K<0.01%013F-HRTimeline
Aviance Capital Partners, LLC7,087$227K0.03%013F-HRTimeline
EP Wealth Advisors, LLC7,077$227K<0.01%new13F-HRTimeline
Empower Advisory Group, LLC6,765$217K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division6,498$209K0.03%013F-HRTimeline
Olympiad Research LP6,426$206K0.24%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,187$166K<0.01%013F-HRTimeline
Clearstead Advisors, LLC3,750$120K<0.01%013F-HRTimeline
Truvestments Capital LLC3,750$120K0.03%013F-HRTimeline
State of Wyoming3,748$120K0.02%+14813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,043$97.7K<0.01%+1,91913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,594$83.2K<0.01%-6,44413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,987$63.8K<0.01%-2,03513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,507$48.5K<0.01%+1213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,311$42.1K<0.01%+1,29313F-HRTimelineGroup
Amundiin group Amundi1,424$39.5K<0.01%+1613F-HRTimelineGroup
AMALGAMATED BANK1,169$38K<0.01%+413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,124$36K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,045$33.5K<0.01%-413F-HRTimelineGroup
Quarry LP1,023$32.8K0.01%+82113F-HRTimeline
KBC Group NVin group KBC Group NV805$26K<0.01%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…594$19.1K<0.01%+6413F-HRTimeline
SIGNATUREFD, LLC419$13.4K<0.01%-26813F-HRTimeline
FMR LLCin group FMR LLC404$13K<0.01%-53813F-HRTimelineGroup
Avalon Trust Co400$12.8K<0.01%013F-HRTimeline
Allworth Financial LP403$11.2K<0.01%+34413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…237$7.6K<0.01%-1113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC226$7.25K<0.01%new13F-HRTimeline
Versant Capital Management, Inc216$6.93K<0.01%+8313F-HRTimeline
Sterling Capital Management LLC205$6.58K<0.01%-15613F-HRTimeline
Salomon & Ludwin, LLC150$4.81K<0.01%013F-HRTimeline
GAMMA Investing LLC145$4.65K<0.01%-4413F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.170$4.39K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP130$4.2K<0.01%+3013F-HR/ATimelineGroup
HARBOR CAPITAL ADVISORS, INC.122$4K<0.01%-1613F-HRTimeline
CWM, LLCin group CWM, LLC120$4K<0.01%-15713F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…88$2.82K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC82$2.65K<0.01%-3613F-HRTimeline
MATHER GROUP, LLC.43$1.38K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC43$1.38K<0.01%+1513F-HRTimeline
ROTHSCHILD INVESTMENT LLC30$963<0.01%013F-HRTimeline
NewEdge Advisors, LLC28$899<0.01%new13F-HRTimeline
Caitong International Asset Management …28$899<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.15$485<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC14$450<0.01%013F-HRTimeline
Parkside Financial Bank & Trust10$321<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc10$321<0.01%013F-HRTimeline
Stephens Consulting, LLC10$321<0.01%new13F-HRTimeline
True Wealth Design, LLC8$257<0.01%new13F-HRTimeline
CoreCap Advisors, LLC7$225<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC5$156<0.01%-613F-HRTimeline
IFP Advisors, Inc0$128<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
SJS Investment Consulting Inc.3$97<0.01%-313F-HRTimeline
MassMutual Private Wealth & Trust, FSB3$96<0.01%new13F-HRTimeline
Global Financial Private Client, LLC3$96<0.01%+213F-HRTimeline
DiNuzzo Private Wealth, Inc.1$33<0.01%-513F-HRTimeline
HFM Investment Advisors, LLC1$33<0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1$32<0.01%013F-HRTimelineGroup
Covestor Ltd14$00%+513F-HRTimelineValue filed as zero, left out of ratios.
Hemington Wealth Management13$00%+213F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.