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Disclosery

HLIO HELIOS TECHNOLOGIES INC

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COM (common), issuer CIK 1024795

199 managers (201 13F filers) reported a position in HLIO shares at 2025-09-30, 32,849,017 shares in all. 43 filers opened a position and 28 filers sold out during the quarter.

Managers
199
13F filers
201
New
43
Added
57
Reduced
77
Sold out
28
Shares held by filers
32,849,017

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC3,192,859$166M<0.01%-78,16813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,460,072$128M<0.01%-28,01213F-HRTimelineGroup
Conestoga Capital Advisors, LLC1,660,024$86.5M1.39%-294,36213F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,626,796$84.8M0.02%+55,20613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,530,525$79.8M0.16%+112,21313F-HRTimelineGroup
Sara-Bay Financial1,206,514$62.9M17.58%-7,66713F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,167,469$60.9M0.19%-95,74413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…929,681$48.5M0.01%-285,84213F-HRTimelineGroup
WASATCH ADVISORS LP854,711$44.6M0.24%+43,56713F-HRTimeline
T. Rowe Price Investment Management, In…847,365$44.2M0.03%+123,18113F-HRTimeline
DEPRINCE RACE & ZOLLO INC846,258$44.1M0.88%-164,18413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP809,059$42.2M<0.01%+5,10913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/789,917$41.2M<0.01%-142,44913F-HR/ATimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC788,071$41.1M<0.01%-1,91013F-HRTimelineGroup
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…775,417$40.4M0.37%+170,05013F-HRTimeline
ACK Asset Management LLC770,000$40.1M5.02%new13F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC757,786$39.5M0.87%new13F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC735,721$38.4M0.1%+105,33413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC709,464$37M0.03%+223,07813F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …594,361$31M0.02%+306,65913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…562,578$29.3M0.06%-1,81513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC534,505$27.9M0.01%+167,36413F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson531,137$27.7M0.01%+78,82113F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co435,590$22.7M<0.01%-6,59413F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…423,214$22.1M0.11%-1,61413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC375,522$19.6M<0.01%+84,13013F-HRTimelineGroup
ROYCE & ASSOCIATES LP370,079$19.3M0.19%-15,60013F-HRTimeline
Nuveen, LLCin group TIAA335,505$17.5M<0.01%+139,40913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP322,954$16.8M<0.01%-1,24313F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP309,697$16.3M0.01%+74,26013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…312,820$16.3M0.02%+51,60013F-HRTimelineGroup
IAT REINSURANCE CO LTD.300,000$15.6M3.29%013F-HRTimeline
Diamond Hill Capital Management, LLC (I…291,228$15.2M0.07%-25,22113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC280,040$14.6M0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC273,828$14.3M0.02%new13F-HRTimelineGroup
Ceredex Value Advisors LLC192,800$10.1M0.23%-225,15013F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp182,991$9.54M<0.01%+3,13313F-HRTimelineGroup
Driehaus Capital Management LLC178,417$9.3M0.07%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC175,090$9.13M<0.01%-6,07113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY168,804$8.8M<0.01%-44,54913F-HR/ATimelineGroup
GAMCO Investors (Gabelli)group of 2 filers holding162,002$8.45M+5,405Timeline
UBS Group AGgroup of 2 filers holding154,156$8.04M+5,281Timeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC144,192$7.52M<0.01%+66,84613F-HRTimelineGroup
COMERICA BANK135,577$7.07M0.03%-18,39513F-HRTimeline
Granite Investment Partners, LLC109,906$5.73M0.33%-17,98913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC107,861$5.62M<0.01%+9,32313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC95,771$4.99M<0.01%-180,21613F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND83,979$4.38M0.01%-18,81213F-HRTimeline
Trexquant Investment LP80,978$4.22M0.04%-24,87513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO76,152$3.97M<0.01%+16,48713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,150$3.87M<0.01%-22,21613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC68,522$3.57M<0.01%-47,56013F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC66,939$3.49M0.1%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.64,718$3.37M<0.01%+9,39313F-HRTimelineGroup
Swiss National Bank64,600$3.37M<0.01%+1,00013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP62,283$3.25M<0.01%-1,94913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP61,473$3.2M<0.01%-1,33113F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers61,364$3.2M<0.01%+13,97613F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO58,750$3.06M0.02%new13F-HRTimeline
Advantage Alpha Capital Partners LP53,005$2.76M0.83%-9,92113F-HRTimeline
RHUMBLINE ADVISERS52,390$2.73M<0.01%-96913F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP52,190$2.72M0.01%-18,54313F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC50,236$2.62M0.01%-37,30013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,106$2.61M<0.01%-1,20613F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC49,213$2.57M<0.01%-16,47213F-HR/ATimelineGroup
RICE HALL JAMES & ASSOCIATES, LLC48,360$2.52M0.14%-19,51313F-HRTimeline
GHP Investment Advisors, Inc.41,370$2.16M0.09%+2,15513F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD39,725$2.07M<0.01%-28,08213F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/38,050$1.98M<0.01%+1,22113F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc37,463$1.95M<0.01%-27813F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.36,850$1.92M<0.01%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC36,000$1.88M<0.01%-62,77513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT34,088$1.78M0.01%new13F-HRTimeline
Creative Planningin group Creative Planning32,855$1.71M<0.01%+1,79313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding31,700$1.65M-127,017Timeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…30,706$1.6M<0.01%+113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,693$1.39M<0.01%-18,71813F-HRTimelineGroup
PINNACLE ASSOCIATES LTD26,395$1.38M0.02%-5,53113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25,826$1.35M<0.01%+4,38913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,639$1.34M<0.01%-64,78713F-HR/ATimelineGroup
Jackson Creek Investment Advisors LLC25,590$1.33M0.39%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\25,075$1.31M<0.01%+2,64413F-HRTimelineGroup
FMR LLCin group FMR LLC23,874$1.24M<0.01%+12213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,434$1.22M<0.01%-5,19413F-HRTimelineGroup
Aquatic Capital Management LLC22,856$1.19M0.02%-3,95513F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP22,431$1.17M0.04%-86,54013F-HR/ATimeline
OSTRUM ASSET MANAGEMENT21,635$1.13M0.05%+2,91513F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG17,759$926K0.01%-60913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS16,034$836K<0.01%+2,63913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …15,795$823K<0.01%-96513F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…15,417$804K<0.01%-2,76713F-HRTimelineGroup
EntryPoint Capital, LLC15,267$796K0.31%-16,06113F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co14,819$779K<0.01%+65013F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…14,093$735K<0.01%+3,10013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,902$673K<0.01%-57713F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC12,744$664K0.01%-67013F-HRTimeline
SG Americas Securities, LLC12,348$644K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,079$630K<0.01%+10613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources11,839$617K<0.01%new13F-HRTimelineGroup
FORMULA GROWTH LTD11,000$573K0.2%new13F-HRTimeline
Semanteon Capital Management, LP10,930$570K0.71%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…10,540$549K<0.01%-37613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,025$523K<0.01%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM9,863$514K<0.01%+14613F-HRTimeline
Quantinno Capital Management LP9,708$506K<0.01%+1,36313F-HRTimeline
Police & Firemen's Retirement System of…9,528$497K<0.01%+2,39213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC9,440$492K<0.01%+5013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…9,295$485K<0.01%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC8,736$455K0.04%-2,94613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC8,687$453K<0.01%-26,39413F-HRTimelineGroup
Glenmede Investment Management, LP8,491$443K<0.01%-1,43713F-HRTimeline
Central Pacific Bank - Trust Division8,320$434K0.05%-18313F-HRTimeline
Bayesian Capital Management, LP8,200$427K0.09%new13F-HRTimeline
Avalon Trust Co8,146$425K0.03%+7,74613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC7,907$412K<0.01%new13F-HRTimelineGroup
Aigen Investment Management, LP7,565$394K0.06%-16,38613F-HRTimeline
KLP KAPITALFORVALTNING AS7,400$386K<0.01%+1,10013F-HRTimeline
Graham Capital Management, L.P.7,095$370K0.01%new13F-HRTimeline
Aviance Capital Partners, LLC7,087$369K0.04%013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp7,071$369K<0.01%new13F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS6,951$362K<0.01%new13F-HRTimeline
Bridgefront Capital, LLC6,769$353K0.1%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,668$348K<0.01%-24,16413F-HRTimelineGroup
Clean Yield Group6,457$337K0.1%013F-HRTimeline
Counterpoint Mutual Funds LLC6,442$336K0.03%new13F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD6,400$334K<0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,374$332K0.01%-19,04713F-HRTimeline
PharVision Advisers, LLC6,370$332K0.19%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC6,067$316K<0.01%-3,28713F-HRTimelineGroup
ProShare Advisors LLC5,674$296K<0.01%-1,13013F-HRTimeline
LPL Financial LLC5,415$282K<0.01%new13F-HRTimeline
Dynamic Technology Lab Private Ltd5,410$282K0.05%-16,89013F-HRTimeline
Freestone Grove Partners LP5,253$274K<0.01%-22,65713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,187$270K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,141$268K<0.01%-10,29413F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,057$264K<0.01%new13F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al4,700$245K<0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,631$241K<0.01%-95,98513F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…4,325$225K0.02%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management4,278$223K<0.01%-39,99813F-HRTimelineGroup
Cetera Investment Advisers4,240$221K<0.01%new13F-HRTimeline
INCEPTIONR LLC4,172$217K0.05%new13F-HRTimeline
Legacy Wealth Asset Management, LLC3,940$205K0.05%new13F-HRTimeline
IEQ CAPITAL, LLC3,901$203K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC3,756$196K<0.01%+613F-HRTimeline
Truvestments Capital LLC3,750$195K0.04%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,772$145K<0.01%-48613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,579$140K<0.01%+1,05913F-HRTimelineGroup
AlphaQuest LLC2,511$131K0.01%-2,73213F-HRTimeline
Sterling Capital Management LLC2,298$120K<0.01%+1,40213F-HRTimeline
CWM, LLCin group CWM, LLC1,886$98K<0.01%+23413F-HRTimelineGroup
State of Alaska, Department of Revenue1,848$96K<0.01%new13F-HRTimeline
Quantbot Technologies LP1,788$93.2K<0.01%-29,88013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,440$75.1K<0.01%-2,79913F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,333$69K<0.01%new13F-HRTimelineGroup
AMALGAMATED BANK1,169$61K<0.01%013F-HRTimeline
Quarry LP1,164$60.7K0.01%+1,05313F-HRTimeline
Versant Capital Management, Inc1,077$56.1K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…829$43.2K<0.01%-14613F-HRTimelineGroup
Arax Advisory Partners728$38K<0.01%+66813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…657$34.2K<0.01%-1813F-HRTimeline
Allworth Financial LP651$33.9K<0.01%+13413F-HRTimeline
SIGNATUREFD, LLC486$25.3K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC400$20.9K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.333$17.4K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV321$16.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…280$14.6K<0.01%-713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…276$14.4K<0.01%+513F-HRTimelineGroup
Advisory Services Network, LLC275$14.3K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.250$13K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.240$12.5K<0.01%new13F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …195$10K<0.01%+4413F-HRTimelineGroup
GAMMA Investing LLC183$9.54K<0.01%+3013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK171$8.91K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.165$8.6K<0.01%-513F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.146$8K<0.01%+213F-HRTimeline
Salomon & Ludwin, LLC150$7.92K<0.01%013F-HRTimeline
WHITTIER TRUST CO144$7.6K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.102$5.32K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC90$4.69K<0.01%-2013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…88$4.59K<0.01%013F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd81$4.22K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD78$4.07K<0.01%new13F-HRTimeline
Parallel Advisors, LLC59$3.08K<0.01%+313F-HRTimeline
MassMutual Private Wealth & Trust, FSB54$2.81K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC46$2.4K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC29$1.51K<0.01%+2413F-HRTimeline
Essential Partners LLC29$1.51K<0.01%+313F-HRTimeline
MATHER GROUP, LLC.25$1.3K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.24$1.25K<0.01%013F-HRTimeline
Bare Financial Services, Inc22$1.15K<0.01%013F-HRTimeline
Larson Financial Group LLC20$1.04K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC19$991<0.01%013F-HRTimeline
IFP Advisors, Inc17$886<0.01%+1713F-HR/ATimeline
True Wealth Design, LLC14$730<0.01%013F-HRTimeline
Bell Investment Advisors, Inc10$522<0.01%013F-HRTimeline
Root Financial Partners, LLC2$104<0.01%new13F-HRTimeline
Caitong International Asset Management …1$52<0.01%-2813F-HRTimeline
Covestor Ltd7$00%-1013F-HRTimelineValue filed as zero, left out of ratios.