Skip to content
Disclosery

HLIO HELIOS TECHNOLOGIES INC

Follow

COM (common), issuer CIK 1024795

212 managers (215 13F filers) reported a position in HLIO shares at 2025-12-31, 32,740,122 shares in all. 27 filers opened a position and 18 filers sold out during the quarter.

Managers
212
13F filers
215
New
27
Added
65
Reduced
85
Sold out
18
Shares held by filers
32,740,122

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
VANGUARD GROUP INCin group VANGUARD GROUP INC3,162,279$169M<0.01%-30,58013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,468,752$132M<0.01%+8,68013F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,997,527$107M0.02%+1,067,84613F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,612,365$86.2M0.02%-14,43113F-HRTimelineGroup
Conestoga Capital Advisors, LLC1,552,064$83M1.4%-107,96013F-HRTimeline
Sara-Bay Financial1,204,959$65.4M19.55%-1,55513F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC993,961$53.2M0.18%-173,50813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…925,769$49.5M0.09%-604,75613F-HRTimelineGroup
JENNISON ASSOCIATES LLC796,101$42.6M0.03%new13F-HRTimeline
STATE STREET CORPin group STATE STREET CORP795,883$42.6M<0.01%-13,17613F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC787,520$42.1M<0.01%-55113F-HRTimelineGroup
ACK Asset Management LLC780,378$41.7M5.24%+10,37813F-HRTimeline
T. Rowe Price Investment Management, In…770,560$41.2M0.03%-76,80513F-HR/ATimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…758,737$40.6M0.4%-16,68013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC704,395$37.7M0.03%-5,06913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/658,896$35.2M<0.01%-131,02113F-HRTimelineGroup
WASATCH ADVISORS LP590,185$31.6M0.19%-264,52613F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC587,343$31.4M0.09%-148,37813F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …582,421$31.2M0.02%-11,94013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC519,542$27.8M0.01%-14,96313F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC486,803$26M0.03%+480,73613F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson474,982$25.4M0.01%-56,15513F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC457,526$24.5M0.52%-300,26013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co429,390$23M<0.01%-6,20013F-HRTimelineGroup
ROYCE & ASSOCIATES LP361,799$19.4M0.2%-8,28013F-HRTimeline
Nuveen, LLCin group TIAA320,917$17.2M<0.01%-14,58813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC320,220$17.1M<0.01%-55,30213F-HR/ATimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP303,017$16.4M0.01%-6,68013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP304,908$16.3M<0.01%-18,04613F-HRTimelineGroup
IAT REINSURANCE CO LTD.300,000$16M4.7%013F-HRTimeline
Driehaus Capital Management LLC295,499$15.8M0.11%+117,08213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…294,148$15.7M0.03%-268,43013F-HR/ATimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC285,418$15.3M0.1%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…280,032$15M0.07%-143,18213F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC274,708$14.7M0.02%+88013F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc255,773$13.7M0.02%new13F-HRTimelineGroup
DEPRINCE RACE & ZOLLO INC233,025$12.5M0.24%-613,23313F-HRTimeline
SG Capital Management LLC197,600$10.6M1.16%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC195,278$10.4M0.01%-84,76213F-HRTimeline
Ceredex Value Advisors LLC191,800$10.3M0.31%-1,00013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC176,225$9.43M<0.01%+32,03313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp167,270$8.95M<0.01%-15,72113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC158,968$8.5M0.01%+90,44613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…157,401$8.42M0.01%-155,41913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO150,121$8.03M0.01%+73,96913F-HRTimelineGroup
GAMCO Investors (Gabelli)group of 2 filers holding149,076$7.97M-12,926Timeline
CASTLEARK MANAGEMENT LLC146,749$7.85M0.23%+79,81013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY142,008$7.6M<0.01%-26,79613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC140,380$7.51M<0.01%-34,71013F-HRTimelineGroup
COMERICA BANK131,458$7.03M0.03%-4,11913F-HRTimeline
UBS Group AGgroup of 2 filers holding126,872$6.79M-27,284Timeline
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD123,341$6.6M0.01%13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC114,639$6.13M<0.01%+18,86813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC97,855$5.23M<0.01%-10,00613F-HRTimelineGroup
Granite Investment Partners, LLC86,728$4.64M0.27%-23,17813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,910$3.79M<0.01%-3,24013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP70,831$3.79M<0.01%+8,54813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.68,594$3.67M<0.01%+3,87613F-HRTimelineGroup
Swiss National Bank65,400$3.5M<0.01%+80013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO60,541$3.24M0.02%+1,79113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers57,621$3.08M<0.01%-3,74313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC54,289$2.9M<0.01%+5,07613F-HRTimelineGroup
Trexquant Investment LP52,553$2.81M0.03%-28,42513F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP52,273$2.8M0.01%+8313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC48,534$2.6M0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,860$2.56M<0.01%-2,24613F-HRTimelineGroup
RHUMBLINE ADVISERS45,252$2.42M<0.01%-7,13813F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC44,460$2.38M0.13%-3,90013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,572$2.28M<0.01%+15,87913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC42,568$2.28M<0.01%+33,88113F-HRTimelineGroup
GHP Investment Advisors, Inc.42,080$2.25M0.09%+71013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/39,490$2.11M<0.01%+1,44013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD37,687$2.02M<0.01%-2,03813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,590$2.01M<0.01%+11,76413F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.36,850$1.97M<0.01%013F-HRTimeline
Diamond Hill Capital Management, LLC (I…34,930$1.87M0.01%-256,29813F-HRTimeline
Creative Planningin group Creative Planning34,719$1.86M<0.01%+1,86413F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc34,080$1.82M<0.01%-3,38313F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT33,267$1.78M0.01%-82113F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…31,739$1.7M<0.01%+1,03313F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND30,952$1.66M<0.01%-53,02713F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP29,264$1.57M0.07%+6,83313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources29,036$1.55M<0.01%+17,19713F-HRTimelineGroup
Sterling Capital Management LLC27,358$1.46M0.02%+25,06013F-HRTimeline
PINNACLE ASSOCIATES LTD26,407$1.41M0.02%+1213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC26,123$1.4M<0.01%+2,68913F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\26,077$1.39M<0.01%+1,00213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,945$1.39M<0.01%+30613F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC25,257$1.35M<0.01%-24,97913F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A25,000$1.34M<0.01%new13F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…24,761$1.32M<0.01%+10,66813F-HRTimeline
FMR LLCin group FMR LLC24,725$1.32M<0.01%+85113F-HRTimelineGroup
ExodusPoint Capital Management, LP24,584$1.31M0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.24,487$1.31M0.01%new13F-HRTimeline
OSTRUM ASSET MANAGEMENT24,455$1.31M0.06%+2,82013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC23,500$1.26M<0.01%-12,50013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management22,787$1.22M<0.01%+18,50913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS17,296$925K<0.01%+1,26213F-HRTimeline
SG Americas Securities, LLC17,120$916K<0.01%+4,77213F-HRTimeline
EntryPoint Capital, LLC17,109$915K0.36%+1,84213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…16,087$860K<0.01%+5,54713F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…15,414$824K<0.01%-313F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …15,089$807K<0.01%-70613F-HRTimelineGroup
Campbell & CO Investment Adviser LLC14,530$777K0.04%new13F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG13,378$716K0.01%-4,38113F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC13,189$705K<0.01%+5,28213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,071$699K<0.01%+99213F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC12,744$682K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,682$678K<0.01%-22013F-HRTimelineGroup
Quantinno Capital Management LP11,787$630K<0.01%+2,07913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,928$585K<0.01%-50,54513F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …10,103$540K<0.01%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC10,025$536K<0.01%013F-HRTimeline
FORMULA GROWTH LTD10,010$535K0.21%-99013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…9,912$530K0.04%+5,58713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,840$526K+7,068Timeline
Engineers Gate Manager LP9,576$512K0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC9,362$501K<0.01%-7813F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…9,295$497K<0.01%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM9,206$492K<0.01%-65713F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al9,200$492K<0.01%+4,50013F-HRTimeline
Police & Firemen's Retirement System of…8,797$471K<0.01%-73113F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC8,761$469K0.04%+2513F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,233$440K<0.01%13F-HRTimelineGroup
Avalon Trust Co7,901$423K0.03%-24513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,721$413K<0.01%+1,05313F-HRTimelineGroup
Central Pacific Bank - Trust Division7,542$403K0.05%-77813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,147$382K0.01%new13F-HRTimelineGroup
Aviance Capital Partners, LLC7,087$379K0.04%013F-HRTimeline
KLP KAPITALFORVALTNING AS7,000$374K<0.01%-40013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS6,951$372K<0.01%013F-HRTimeline
VARCOV Co.6,840$366K0.14%13F-HRTimeline
EP Wealth Advisors, LLC6,792$363K<0.01%13F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp6,732$360K<0.01%-33913F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd6,693$358K0.01%+31913F-HRTimeline
Clean Yield Group6,457$345K0.1%013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP6,232$333K0.03%new13F-HRTimeline
ProShare Advisors LLC6,065$324K<0.01%+39113F-HRTimeline
TWO SIGMA ADVISERS, LPin group TWO SIGMA INVESTMENTS, LP6,000$321K<0.01%-25,70013F-HRTimelineGroup
LPL Financial LLC5,689$304K<0.01%+27413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,187$277K<0.01%013F-HRTimeline
Schonfeld Strategic Advisors LLC5,072$271K<0.01%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,057$270K<0.01%013F-HRTimelineGroup
Third View Private Wealth, LLC5,030$269K0.04%13F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD4,800$257K<0.01%-1,60013F-HRTimeline
Graham Capital Management, L.P.4,366$234K0.01%-2,72913F-HRTimeline
Legacy Wealth Asset Management, LLC4,186$224K0.06%+24613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,143$222K<0.01%new13F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC3,963$221K<0.01%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC3,993$214K0.01%new13F-HR/ATimelineGroup
Cetera Investment Advisers3,920$210K<0.01%-32013F-HRTimeline
IEQ CAPITAL, LLC3,901$209K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,872$207K<0.01%-1,26913F-HRTimelineGroup
Clearstead Advisors, LLC3,750$201K<0.01%-613F-HRTimeline
Truvestments Capital LLC3,750$201K0.04%013F-HRTimeline
GROUP ONE TRADING LLC3,344$179K0.01%+2,94413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,942$158K<0.01%+36313F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co2,899$155K<0.01%-11,92013F-HRTimelineGroup
AlphaQuest LLC2,857$153K0.01%+34613F-HRTimeline
Kemnay Advisory Services Inc.1,952$104K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,910$102K<0.01%+2413F-HRTimelineGroup
State of Alaska, Department of Revenue1,848$98K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,715$91.7K<0.01%+27513F-HRTimelineGroup
SIMPLEX TRADING, LLC1,404$75.1K<0.01%new13F-HRTimeline
KBC Group NVin group KBC Group NV1,333$71K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,239$66.3K<0.01%new13F-HRTimeline
Versant Capital Management, Inc1,077$57.6K0.01%013F-HRTimeline
AMALGAMATED BANK1,043$56K<0.01%-12613F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC813$43K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…743$39.7K<0.01%-8613F-HRTimelineGroup
Triumph Capital Management700$37.4K0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…641$34.3K<0.01%-1613F-HRTimeline
Basecamp Wealth Advisors LLC625$33.4K0.01%13F-HRTimeline
SIGNATUREFD, LLC486$26K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.380$20.3K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.357$19.1K<0.01%+2413F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …356$19K<0.01%+16113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV321$17.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…274$14.7K<0.01%-613F-HRTimelineGroup
Allworth Financial LP257$13.8K<0.01%-39413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…254$13.6K<0.01%-2213F-HRTimelineGroup
BARRETT & COMPANY, INC.250$13.4K<0.01%013F-HRTimeline
GAMMA Investing LLC220$11.8K<0.01%+3713F-HRTimeline
SBI Securities Co., Ltd.210$11.2K<0.01%+10813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.194$10.4K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK171$9.15K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP167$8.93K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.165$8.83K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO144$8.56K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC150$8.44K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.144$8K<0.01%-213F-HRTimeline
Quarry LP112$5.99K<0.01%-1,05213F-HRTimeline
ROTHSCHILD INVESTMENT LLC94$5.03K<0.01%+413F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…88$4.81K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC88$4.71K<0.01%+4213F-HRTimeline
Arax Advisory Partners85$4.55K<0.01%-64313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.84$4.49K<0.01%-15613F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD78$4.17K<0.01%013F-HRTimeline
Parallel Advisors, LLC56$3K<0.01%-313F-HRTimeline
MassMutual Private Wealth & Trust, FSB54$2.89K<0.01%013F-HRTimeline