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Disclosery

HLIO HELIOS TECHNOLOGIES INC

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COM (common), issuer CIK 1024795

185 managers (188 13F filers) reported a position in HLIO shares at 2025-06-30, 31,683,038 shares in all. 38 filers opened a position and 34 filers sold out during the quarter.

Managers
185
13F filers
188
New
38
Added
77
Reduced
48
Sold out
34
Shares held by filers
31,683,038

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INCin group VANGUARD GROUP INC3,271,027$109M<0.01%-25,23113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,488,084$83M<0.01%+60,74313F-HRTimelineGroup
Conestoga Capital Advisors, LLC1,954,386$65.2M0.96%-17,07713F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,571,590$52.4M0.01%+64,64413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,418,312$47.3M0.1%-340,32313F-HR/ATimelineGroup
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,263,213$42.2M0.14%+296,79413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,215,523$40.6M0.01%+108,60213F-HRTimelineGroup
Sara-Bay Financial1,214,181$40.5M14.5%-1,00013F-HRTimeline
DEPRINCE RACE & ZOLLO INC1,010,442$33.7M0.7%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/932,366$31.1M<0.01%+68,18213F-HRTimelineGroup
WASATCH ADVISORS LP811,144$27.1M0.14%-2,596,22413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP803,950$26.8M<0.01%+21,83013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC789,981$26.4M<0.01%+26,09813F-HRTimelineGroup
T. Rowe Price Investment Management, In…724,184$24.2M0.02%+156,16713F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC630,387$21M0.06%new13F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…605,367$20.2M0.19%-184,54813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…564,393$18.8M0.04%+140,35413F-HR/ATimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC486,386$16.2M0.01%+1,43213F-HR/ATimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson452,316$15.1M0.01%-231,00513F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co442,184$14.8M<0.01%+12,32413F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…424,828$14.2M0.08%+80,32313F-HRTimelineGroup
Ceredex Value Advisors LLC417,950$13.9M0.3%+67,45013F-HRTimeline
ROYCE & ASSOCIATES LP385,679$12.9M0.13%-51,95013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC367,141$12.3M<0.01%+25,07613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP324,197$10.8M<0.01%+11,91413F-HRTimelineGroup
Diamond Hill Capital Management, LLC (I…316,449$10.6M0.05%+59,19813F-HRTimeline
IAT REINSURANCE CO LTD.300,000$10M2.25%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC291,392$9.72M<0.01%+147,58213F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …287,702$9.6M0.01%+277,71013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC275,987$9.21M0.01%+273,39313F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…261,220$8.72M0.01%+259,90913F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP235,437$7.9M0.01%-87813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY213,353$7.12M<0.01%+14,90313F-HRTimelineGroup
Nuveen, LLCin group TIAA196,096$6.54M<0.01%+109,74813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC181,161$6.05M<0.01%-64,11313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp179,858$6M<0.01%-167,54913F-HRTimelineGroup
Cubist Systematic Strategies, LLC168,651$5.63M0.06%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding158,717$5.3M-37,680Timeline
GAMCO Investors (Gabelli)group of 2 filers holding156,597$5.23MnewTimeline
COMERICA BANK153,972$5.14M0.02%-6,37513F-HRTimeline
UBS Group AGgroup of 2 filers holding148,875$4.97M-34,273Timeline
Granite Investment Partners, LLC127,895$4.27M0.21%-3,61913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC126,157$4.21M0.01%+75,04213F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC116,082$3.87M0.01%+59,47613F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP108,971$3.64M0.15%+85,56713F-HRTimeline
Trexquant Investment LP105,853$3.53M0.04%new13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND102,791$3.43M<0.01%-245,65713F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.100,616$3.36M<0.01%+54,33413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC98,775$3.3M<0.01%+36,30013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC98,538$3.29M<0.01%-23,24113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA96,366$3.22M<0.01%+6,97513F-HR/ATimelineGroup
Jump Financial, LLCin group Jump Financial, LLC93,199$3.11M0.04%+78,62713F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO90,426$3.02M<0.01%+53,21113F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC87,536$2.92M0.01%+46,05313F-HRTimeline
FRONTIER CAPITAL MANAGEMENT CO LLC84,085$2.81M0.03%-16,94713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC77,346$2.58M<0.01%+6,79713F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP70,733$2.36M0.01%013F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC67,873$2.26M0.12%+11,88913F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD67,807$2.26M0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC65,685$2.19M<0.01%+20,38213F-HR/ATimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP64,232$2.14M<0.01%-113,12513F-HRTimelineGroup
Swiss National Bank63,600$2.12M<0.01%-80013F-HRTimeline
Advantage Alpha Capital Partners LP62,926$2.1M0.57%+6,63113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP62,804$2.1M<0.01%+31,25613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO59,665$1.99M<0.01%-125,44613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.55,325$1.85M<0.01%+1,67213F-HRTimelineGroup
RHUMBLINE ADVISERS53,359$1.78M<0.01%+2,65913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP51,312$1.71M<0.01%+1,58613F-HRTimelineGroup
Engineers Gate Manager LP49,906$1.67M0.02%+38,05413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers47,388$1.58M<0.01%-21,16513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,411$1.52M<0.01%+1,35713F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management44,276$1.48M<0.01%-6,60713F-HRTimelineGroup
GHP Investment Advisors, Inc.39,215$1.31M0.06%-66213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc37,741$1.26M<0.01%-32813F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.36,850$1.23M<0.01%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/36,829$1.23M<0.01%+3,69513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC35,081$1.17M<0.01%-41,15213F-HRTimelineGroup
PINNACLE ASSOCIATES LTD31,926$1.07M0.02%+14,18413F-HRTimeline
TUDOR INVESTMENT CORP ET AL31,856$1.06M0.01%new13F-HRTimeline
Quantbot Technologies LP31,668$1.06M0.03%+14,95113F-HRTimeline
EntryPoint Capital, LLC31,328$1.05M0.52%+19,72713F-HRTimeline
Creative Planningin group Creative Planning31,062$1.04M<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS30,832$1.03M<0.01%+28,84513F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…30,705$1.02M<0.01%-36113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,628$955K<0.01%new13F-HRTimelineGroup
Freestone Grove Partners LP27,910$931K0.01%new13F-HRTimeline
Aquatic Capital Management LLC26,811$895K0.02%+15,72213F-HRTimeline
Y-Intercept (Hong Kong) Ltd25,421$848K0.02%new13F-HRTimeline
Verition Fund Management LLC25,382$847K<0.01%+12,47413F-HRTimeline
Aigen Investment Management, LP23,951$799K0.11%new13F-HRTimeline
FMR LLCin group FMR LLC23,752$793K<0.01%+23,34813F-HRTimelineGroup
HRT FINANCIAL LP22,541$752K<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\22,431$749K<0.01%-6,02013F-HRTimelineGroup
Dynamic Technology Lab Private Ltd22,300$744K0.1%+5,72413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN21,437$715K<0.01%+4,00413F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP19,596$654K0.05%+2,60513F-HRTimeline
OSTRUM ASSET MANAGEMENT18,720$625K0.03%-1,51513F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG18,368$613K0.01%-23,33713F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…18,184$607K<0.01%-1,58713F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd17,804$594K0.02%+7,11113F-HRTimelineGroup
DRW Securities, LLC17,484$583K0.04%new13F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.16,799$561K<0.01%new13F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …16,760$559K<0.01%-10013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC15,435$515K<0.01%-12,81313F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co14,169$474K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\13,479$450K<0.01%+1,98413F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC13,414$448K<0.01%-9,29613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,395$447K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,973$400K<0.01%+37513F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC11,682$390K0.04%+99413F-HRTimelineGroup
Petrus Trust Company, LTA11,229$375K0.04%-3,48813F-HRTimeline
Connor, Clark & Lunn Investment Managem…10,993$367K<0.01%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…10,916$364K<0.01%+1,74713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,025$335K<0.01%013F-HRTimeline
Glenmede Investment Management, LP9,928$331K<0.01%13F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM9,717$324K<0.01%+18113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC9,390$313K<0.01%-4513F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC9,354$312K<0.01%+9413F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…9,295$310K<0.01%013F-HRTimeline
ExodusPoint Capital Management, LP8,661$289K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division8,503$284K0.04%+2,00513F-HRTimeline
Qube Research & Technologies Ltd8,370$279K<0.01%new13F-HRTimeline
Quantinno Capital Management LP8,345$278K<0.01%new13F-HRTimeline
Gotham Asset Management, LLC7,553$252K<0.01%-2713F-HRTimeline
Police & Firemen's Retirement System of…7,136$238K<0.01%013F-HRTimeline
Aviance Capital Partners, LLC7,087$236K0.03%013F-HRTimeline
EP Wealth Advisors, LLC6,924$231K<0.01%-15313F-HRTimeline
ProShare Advisors LLC6,804$227K<0.01%-39413F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…6,694$223K<0.01%new13F-HRTimelineGroup
Clean Yield Group6,457$215K0.06%-3,20013F-HRTimeline
KLP KAPITALFORVALTNING AS6,300$210K<0.01%-1,10013F-HRTimeline
Jain Global LLC6,300$210K<0.01%-2,08213F-HRTimeline
AlphaQuest LLC5,243$175K0.02%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,187$173K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,239$141K<0.01%+1,19613F-HRTimelineGroup
Clearstead Advisors, LLC3,750$125K<0.01%013F-HRTimeline
Truvestments Capital LLC3,750$125K0.03%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,258$109K-7,048Timeline
Point72 (DIFC) Ltd1,824$60.9K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,652$55K<0.01%+1,53213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,520$50.8K<0.01%+1313F-HR/ATimelineGroup
State of Wyoming1,502$50.1K0.01%-2,24613F-HRTimeline
AMALGAMATED BANK1,169$39K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,124$37K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc1,077$35.9K0.01%+86113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…975$32.5K<0.01%-7013F-HRTimelineGroup
Sterling Capital Management LLC896$29.9K<0.01%+69113F-HR/ATimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…675$22.5K<0.01%+8113F-HRTimeline
Allworth Financial LP517$17.3K<0.01%+11413F-HRTimeline
SIGNATUREFD, LLC486$16.2K<0.01%+6713F-HRTimeline
Avalon Trust Co400$13.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV321$10.7K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…287$9.58K<0.01%+5013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…271$9.04K<0.01%new13F-HRTimelineGroup
Brooklyn Investment Group256$8.54K<0.01%new13F-HR/ATimeline
BARRETT & COMPANY, INC.250$8.34K<0.01%new13F-HRTimeline
IFP Advisors, Inc0$6.61K<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK171$5.71K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.170$5.67K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC150$5.41K<0.01%013F-HRTimeline
GAMMA Investing LLC153$5.11K<0.01%+813F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …151$5K<0.01%new13F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.144$5K<0.01%+2213F-HRTimeline
Quarry LP111$3.7K<0.01%-91213F-HRTimeline
ROTHSCHILD INVESTMENT LLC110$3.67K<0.01%+8013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP100$3.35K<0.01%-3013F-HRTimelineGroup
SIMPLEX TRADING, LLC116$3K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…88$2.94K<0.01%013F-HRTimelineGroup
Arax Advisory Partners60$2K<0.01%new13F-HRTimeline
Parallel Advisors, LLC56$1.87K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB54$1.8K<0.01%+5113F-HRTimeline
Decker Retirement Planning Inc.41$1.37K<0.01%new13F-HRTimeline
MAI Capital Management31$1.03K<0.01%new13F-HRTimeline
Covestor Ltd17$1K<0.01%+313F-HRTimeline
Caitong International Asset Management …29$968<0.01%+113F-HRTimeline
Essential Partners LLC26$868<0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.24$801<0.01%new13F-HRTimeline
Bare Financial Services, Inc22$734<0.01%new13F-HRTimeline
Larson Financial Group LLC20$667<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC19$635<0.01%-2413F-HRTimeline
True Wealth Design, LLC14$468<0.01%+613F-HRTimeline
Bell Investment Advisors, Inc10$334<0.01%013F-HRTimeline
Farther Finance Advisors, LLC5$167<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1$33<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.