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Disclosery

HLIO HELIOS TECHNOLOGIES INC

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COM (common), issuer CIK 1024795

242 managers (252 13F filers) reported a position in HLIO shares at 2026-03-31, 32,345,768 shares in all. 54 filers opened a position and 19 filers sold out during the quarter.

Managers
242
13F filers
252
New
54
Added
80
Reduced
74
Sold out
19
Shares held by filers
32,345,768

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
VANGUARD GROUP INCgroup of 7 filers holding3,247,796$210MnewTimeline
BlackRock, Inc.in group BlackRock, Inc.2,442,956$158M<0.01%-25,79613F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,618,712$105M0.02%+6,34713F-HRTimelineGroup
Conestoga Capital Advisors, LLC1,325,206$85.8M1.71%-226,85813F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,306,673$84.6M0.02%-690,85413F-HRTimelineGroup
Sara-Bay Financial1,153,896$74.7M22.45%-51,06313F-HRTimeline
JENNISON ASSOCIATES LLC1,035,977$67M0.05%+239,87613F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC931,008$60.2M0.2%+343,66513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…925,546$59.9M0.11%-22313F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC836,831$54.2M<0.01%+49,31113F-HRTimelineGroup
WASATCH ADVISORS LP799,008$51.7M0.34%+208,82313F-HRTimeline
STATE STREET CORPin group STATE STREET CORP788,009$51M<0.01%-7,87413F-HRTimelineGroup
T. Rowe Price Investment Management, In…782,472$50.6M0.03%+11,91213F-HRTimeline
ACK Asset Management LLC780,378$50.5M6.3%013F-HRTimeline
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD768,660$49.7M0.09%+645,31913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC739,261$47.8M0.01%+219,71913F-HR/ATimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC711,798$46M0.03%+7,40313F-HRTimelineGroup
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…693,072$44.8M0.45%-65,66513F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …544,241$35.2M0.02%-38,18013F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC516,919$33.4M0.03%+30,11613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/510,519$33M<0.01%-148,37713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC449,101$29.1M<0.01%+128,88113F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson448,501$29M0.01%-26,48113F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co420,051$27.2M<0.01%-9,33913F-HRTimelineGroup
SG Capital Management LLC372,352$24.1M1.98%+174,75213F-HRTimeline
Nuveen, LLCin group TIAA329,512$21.3M0.01%+8,59513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP317,699$20.6M<0.01%+12,79113F-HRTimelineGroup
Aperture Investors, LLC304,003$19.7M2.49%new13F-HRTimeline
IAT REINSURANCE CO LTD.300,000$19.4M6.27%013F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc289,233$18.7M0.03%+33,46013F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…280,107$18.1M0.09%+7513F-HRTimelineGroup
ROYCE & ASSOCIATES LP266,109$17.2M0.17%-95,69013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…237,885$15.4M0.03%-56,26313F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC229,108$14.8M0.31%-228,41813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.219,178$14.2M<0.01%+150,58413F-HRTimelineGroup
Driehaus Capital Management LLC197,968$12.8M0.09%-97,53113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC193,363$12.5M0.01%+34,39513F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC180,142$11.7M0.08%-105,27613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP176,130$11.1M0.01%-126,88713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp161,802$10.5M<0.01%-5,46813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC161,769$10.5M<0.01%+21,38913F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC160,409$10.4M0.34%+13,66013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO155,477$10.1M0.01%+5,35613F-HRTimelineGroup
Leeward Investments, LLC - MA149,265$9.66M0.48%new13F-HRTimeline
Ceredex Value Advisors LLC148,950$9.64M0.3%-42,85013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY140,339$9.08M<0.01%-1,66913F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…132,503$8.57M0.01%-24,89813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…129,783$8.4M0.02%+129,04013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC127,436$8.25M0.01%-67,84213F-HRTimeline
Hillsdale Investment Management Inc.113,020$7.31M0.2%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC110,616$7.16M0.01%-4,02313F-HRTimelineGroup
Trexquant Investment LP104,607$6.77M0.05%+52,05413F-HRTimeline
UBS Group AGgroup of 2 filers holding100,266$6.49M-26,606Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…93,614$6.06M0.01%+51,04213F-HRTimelineGroup
GAMCO Investors (Gabelli)group of 2 filers holding87,988$5.69M-61,088Timeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC79,821$5.17M<0.01%-96,40413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC75,030$4.86M<0.01%-22,82513F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.70,467$4.56M0.01%new13F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO70,353$4.55M0.03%+9,81213F-HRTimeline
Swiss National Bank65,400$4.23M<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64,188$4.15M<0.01%-6,72213F-HRTimelineGroup
Granite Investment Partners, LLC61,397$3.97M0.24%-25,33113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers56,546$3.66M0.01%-1,07513F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.52,938$3.43M<0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC52,599$3.4M<0.01%+26,47613F-HRTimelineGroup
HRT FINANCIAL LP52,408$3.39M0.01%new13F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP52,325$3.39M0.01%+5213F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/45,391$2.94M<0.01%+5,90113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,348$2.93M<0.01%-2,51213F-HRTimelineGroup
RICE HALL JAMES & ASSOCIATES, LLC44,461$2.88M0.16%+113F-HRTimeline
RHUMBLINE ADVISERS44,301$2.87M<0.01%-95113F-HRTimeline
GHP Investment Advisors, Inc.42,608$2.76M0.11%+52813F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP41,939$2.71M0.24%+12,67513F-HRTimeline
Creative Planningin group Creative Planning41,338$2.67M<0.01%+6,61913F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…39,794$2.58M<0.01%+8,05513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.35,980$2.33M0.19%+35,83613F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD35,854$2.32M0.01%-1,83313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC34,730$2.25M<0.01%-7,83813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,253$2.15M<0.01%+8,30813F-HR/ATimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP29,471$2.02M0.11%new13F-HRTimeline
D.A. DAVIDSON & CO.30,980$2M0.01%+6,49313F-HRTimeline
Atom Investors LP30,521$1.98M0.14%new13F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…30,519$1.97M0.01%new13F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC30,382$1.97M<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC30,204$1.95M<0.01%-24,08513F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP30,037$1.94M<0.01%-40,79413F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\29,223$1.89M<0.01%+3,14613F-HRTimelineGroup
PINNACLE ASSOCIATES LTD28,386$1.84M0.02%+1,97913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc28,290$1.83M<0.01%-5,79013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP28,066$1.82M<0.01%+17,13813F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.33,186$1.78M<0.01%-3,66413F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al27,000$1.75M0.01%+17,80013F-HRTimeline
Centiva Capital, LP25,886$1.68M0.08%new13F-HRTimeline
FMR LLCin group FMR LLC25,357$1.64M<0.01%+63213F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…25,021$1.62M<0.01%+26013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A24,100$1.56M0.01%-90013F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC23,620$1.53M<0.01%-24,91413F-HRTimelineGroup
EntryPoint Capital, LLC23,600$1.53M0.45%+6,49113F-HRTimeline
Diamond Hill Capital Management, LLC (I…22,953$1.49M0.01%-11,97713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources22,504$1.46M<0.01%-6,53213F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd22,046$1.43M0.02%+14,89913F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC21,869$1.42M<0.01%+8,68013F-HRTimelineGroup
BARROW HANLEY MEWHINNEY & STRAUSS LLC19,800$1.28M<0.01%-974,16113F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…19,197$1.24M<0.01%+3,11013F-HRTimeline
OSTRUM ASSET MANAGEMENT18,560$1.2M0.07%-5,89513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,018$1.17M<0.01%+72213F-HRTimeline
Knights of Columbus Asset Advisors LLC17,366$1.12M0.06%new13F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG17,327$1.12M0.01%+3,94913F-HRTimelineGroup
Engineers Gate Manager LP17,166$1.11M0.01%+7,59013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …15,631$1.01M<0.01%+54213F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…15,564$1.01M<0.01%+15013F-HRTimelineGroup
Dynamic Technology Lab Private Ltd15,430$998K0.16%new13F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC15,000$971K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,664$949K<0.01%+1,98213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,646$948K<0.01%-22,94413F-HR/ATimelineGroup
Quantinno Capital Management LP14,475$937K<0.01%+2,68813F-HRTimeline
STRS OHIO13,800$893K<0.01%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …13,633$882K<0.01%+3,53013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd13,578$879K0.01%new13F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd12,885$834K0.02%+6,19213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,820$830K<0.01%-25113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,437$805K<0.01%new13F-HRTimelineGroup
Inspire Investing, LLCgroup of 2 filers holding11,539$747K+2,778Timeline
TEACHER RETIREMENT SYSTEM OF TEXAS11,497$744K<0.01%+4,54613F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND11,380$736K<0.01%-19,57213F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC10,940$708K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC10,828$701K0.01%-16,53013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,400$673K<0.01%-13,10013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,031$649K<0.01%+613F-HRTimeline
Aquatic Capital Management LLC9,945$644K0.02%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,840$637K0Timeline
NISA INVESTMENT ADVISORS, LLC9,362$606K<0.01%013F-HRTimeline
Man Group plcin group Man Group plc9,359$606K<0.01%new13F-HRTimelineGroup
Schonfeld Strategic Advisors LLC9,332$604K<0.01%+4,26013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…9,295$601K<0.01%013F-HRTimeline
Quantedge Capital Pte Ltd9,200$595K0.33%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC9,185$594K0.01%new13F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM9,108$589K<0.01%-9813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,819$571K0.04%-1,09313F-HRTimeline
Police & Firemen's Retirement System of…8,797$569K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd8,537$552K<0.01%new13F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC8,474$548K0.01%-4,27013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,130$526K<0.01%+40913F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,997$517K<0.01%-23613F-HRTimelineGroup
Avalon Trust Co7,901$511K0.04%013F-HRTimeline
Bridgefront Capital, LLC7,711$499K0.12%new13F-HRTimeline
Campbell & CO Investment Adviser LLC7,523$487K0.03%-7,00713F-HRTimeline
KLP KAPITALFORVALTNING AS7,300$472K<0.01%+30013F-HRTimeline
Aviance Capital Partners, LLC7,087$459K0.05%013F-HRTimeline
TradeLink Capital LLC7,013$454K3.43%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,892$446K0.02%new13F-HRTimelineGroup
LPL Financial LLC6,801$440K<0.01%+1,11213F-HRTimeline
Bridgewater Associates, LP6,524$422K<0.01%new13F-HRTimeline
Clean Yield Group6,307$408K0.11%-15013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.6,353$399K0.07%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,971$386K<0.01%+91413F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,767$373K<0.01%+1,62413F-HRTimelineGroup
Magnetar Financial LLCin group Magnetar Financial LLC5,445$352K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,258$340K<0.01%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,187$336K<0.01%013F-HRTimeline
SG Americas Securities, LLC5,115$331K<0.01%-12,00513F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp4,986$323K<0.01%-1,74613F-HRTimelineGroup
ProShare Advisors LLC4,810$311K<0.01%-1,25513F-HRTimeline
R Squared Ltd4,336$281K0.15%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,250$275K0.02%new13F-HRTimeline
EP Wealth Advisors, LLC4,171$270K<0.01%-2,62113F-HRTimeline
Legacy Wealth Asset Management, LLC4,017$260K0.06%-16913F-HRTimeline
IEQ CAPITAL, LLC3,901$252K<0.01%013F-HRTimeline
Amundiin group Amundi3,859$250K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC3,750$243K<0.01%013F-HRTimeline
Truvestments Capital LLC3,750$243K0.04%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,644$236K0.05%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,524$228K<0.01%-34813F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,522$228K<0.01%new13F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp3,520$227K<0.01%new13F-HR/ATimelineGroup
Cetera Investment Advisers3,418$221K<0.01%-50213F-HRTimeline
Compound Planning, Inc.3,382$219K0.01%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…3,190$206K<0.01%new13F-HRTimelineGroup
XPONANCE LLC3,128$202K<0.01%new13F-HRTimeline
Farringdon Capital, Ltd.3,105$201K0.04%new13F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co2,899$189K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,777$180K<0.01%-16513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,499$162K<0.01%+78413F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,345$152K<0.01%+43513F-HRTimelineGroup
State of Alaska, Department of Revenue1,848$119K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,555$101K<0.01%-273,15313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,397$90K<0.01%+1,23013F-HRTimelineGroup
Caitong International Asset Management …1,367$88.5K0.02%new13F-HRTimeline
KBC Group NVin group KBC Group NV1,333$86K<0.01%013F-HRTimelineGroup
Kemnay Advisory Services Inc.1,272$82.3K0.01%-68013F-HRTimeline
Versant Capital Management, Inc1,077$69.7K0.01%013F-HRTimeline
Triumph Capital Management700$45.3K0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC625$40.4K0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…589$38.1K<0.01%-5213F-HRTimeline
SIGNATUREFD, LLC486$31.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC440$30.1K<0.01%+39613F-HRTimeline
Quarry LP458$29.6K0.01%+34613F-HRTimeline
NewEdge Advisors, LLC441$28.5K<0.01%new13F-HR/ATimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …400$25.9K<0.01%+4413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.380$24.6K<0.01%013F-HRTimeline