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Helios Technologies, Inc. (HLIO) institutional ownership

Market cap$2.6B SectorIndustrials
Funds holding · Q1 2026
221
reported HLIO position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
130 buyers · 91 sellers

Helios Technologies, Inc. (HLIO) price and institutional activity

Dates

Q1 2026

$0 bought by 130 investors
Nomura Asset Management International Inc.William Blair Investment Management, LLC +128 more
$0 sold by 91 investors
Barrow Hanley Mewhinney & Strauss LLCWellington Management Group LLP +89 more
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Bought Sold Totals per quarter; hover a bar for the names.

Helios Technologies, Inc. (HLIO) institutional activity · 221

Investor Type Est. change Change Δ Own Date
Barrow Hanley Mewhinney & Strauss LLC · Reduced
Change −974K Date Q1 2026
Barrow Hanley Mewhinney & Strauss LLC Reduced· Q1 2026 −974K Q1 2026
Wellington Management Group LLP · Reduced
Change −691K Δ Own −34.6% Date Q1 2026
Wellington Management Group LLP Reduced· Q1 2026 −691K −34.6% Q1 2026
Nomura Asset Management International Inc. · Added
Change +645K Date Q1 2026
Nomura Asset Management International Inc. Added· Q1 2026 +645K Q1 2026
William Blair Investment Management, LLC · Added
Change +344K Date Q1 2026
William Blair Investment Management, LLC Added· Q1 2026 +344K Q1 2026
Aperture Investors, LLC · New
Change +304K Date Q1 2026
Aperture Investors, LLC New· Q1 2026 +304K Q1 2026
Bessemer Group Inc · Reduced
Change −273K Date Q1 2026
Bessemer Group Inc Reduced· Q1 2026 −273K Q1 2026
Jennison Associates LLC · Added
Change +240K Date Q1 2026
Jennison Associates LLC Added· Q1 2026 +240K Q1 2026
Deprince Race & Zollo Inc · Exited
Change −233K Δ Own −100.0% Date Q1 2026
Deprince Race & Zollo Inc Exited· Q1 2026 −233K −100.0% Q1 2026
Kennedy Capital Management LLC · Reduced
Change −228K Date Q1 2026
Kennedy Capital Management LLC Reduced· Q1 2026 −228K Q1 2026
Conestoga Capital Advisors, LLC · Reduced
Change −227K Date Q1 2026
Conestoga Capital Advisors, LLC Reduced· Q1 2026 −227K Q1 2026
Ameriprise Financial Inc · Added
Change +220K Date Q1 2026
Ameriprise Financial Inc Added· Q1 2026 +220K Q1 2026
Wasatch Advisors LP · Added
Change +209K Date Q1 2026
Wasatch Advisors LP Added· Q1 2026 +209K Q1 2026
SG Capital Management LLC · Added
Change +175K Date Q1 2026
SG Capital Management LLC Added· Q1 2026 +175K Q1 2026
Invesco Ltd. · Added
Change +151K Δ Own +219.5% Date Q1 2026
Invesco Ltd. Added· Q1 2026 +151K +219.5% Q1 2026
Leeward Investments, LLC - Ma · New
Change +149K Date Q1 2026
Leeward Investments, LLC - Ma New· Q1 2026 +149K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 221

Famous investor activity in Helios Technologies, Inc. (HLIO)

Helios Technologies, Inc. (HLIO) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Arduini Matteo · Officer Sell −$545K
Price $90.42 Qty −6K Owned 11K ΔOwn −34.7% Trade date Jun 23, 2026 Filed date Jun 24, 2026
Arduini Matteo Officer Sell $90.42 −6K −$545K 11K −34.7% Jun 23, 2026 Jun 24, 2026
Arduini Matteo · Officer 6 operations 0
Price $39.75–$55.03 Owned 0 Trade date Jun 23, 2026 Filed date Jun 24, 2026
Arduini Matteo Officer 6 operations $39.75–$55.03 0 0 Jun 23, 2026 Jun 24, 2026
Arduini Matteo · Officer Sell −$360K
Price $89.93 Qty −4K Owned 11K ΔOwn −26.1% Trade date Jun 22, 2026 Filed date Jun 24, 2026
Arduini Matteo Officer Sell $89.93 −4K −$360K 11K −26.1% Jun 22, 2026 Jun 24, 2026
Sacchi Diana · Director Grant (A) 511
Owned 511 Trade date Jun 16, 2026 Filed date Jun 18, 2026
Sacchi Diana Director Grant (A) 511 511 Jun 16, 2026 Jun 18, 2026
Schuetz Alexander · Director Grant (A) 482
Owned 482 Trade date Jun 16, 2026 Filed date Jun 18, 2026
Schuetz Alexander Director Grant (A) 482 482 Jun 16, 2026 Jun 18, 2026
Chenanda Cary · Director Grant (A) 482
Owned 482 Trade date Jun 16, 2026 Filed date Jun 18, 2026
Chenanda Cary Director Grant (A) 482 482 Jun 16, 2026 Jun 18, 2026
Britt Douglas · Director Grant (A) 511
Owned 511 Trade date Jun 16, 2026 Filed date Jun 18, 2026
Britt Douglas Director Grant (A) 511 511 Jun 16, 2026 Jun 18, 2026
Brown Laura D. · Director Grant (A) 761
Owned 761 Trade date Jun 16, 2026 Filed date Jun 18, 2026
Brown Laura D. Director Grant (A) 761 761 Jun 16, 2026 Jun 18, 2026
Walsh Ian K. · Director Grant (A) 452
Owned 452 Trade date Jun 16, 2026 Filed date Jun 18, 2026
Walsh Ian K. Director Grant (A) 452 452 Jun 16, 2026 Jun 18, 2026
Chenanda Cary · Director 2 operations 0
Price $81.27 Owned 0 Trade date Jun 5, 2026 Filed date Jun 9, 2026
Chenanda Cary Director 2 operations $81.27 0 0 Jun 5, 2026 Jun 9, 2026
Sacchi Diana · Director 2 operations 0
Price $81.27 Owned 0 Trade date Jun 5, 2026 Filed date Jun 9, 2026
Sacchi Diana Director 2 operations $81.27 0 0 Jun 5, 2026 Jun 9, 2026
Brown Laura D. · Director 2 operations 0
Price $81.27 Owned 0 Trade date Jun 5, 2026 Filed date Jun 9, 2026
Brown Laura D. Director 2 operations $81.27 0 0 Jun 5, 2026 Jun 9, 2026
Schuetz Alexander · Director 2 operations 0
Price $81.27 Owned 0 Trade date Jun 5, 2026 Filed date Jun 9, 2026
Schuetz Alexander Director 2 operations $81.27 0 0 Jun 5, 2026 Jun 9, 2026
Schuetz Alexander · Director Tax withholding or exercise payment (F) -$32K
Price $81.27 Qty -388 Owned 18K Trade date Jun 5, 2026 Filed date Jun 9, 2026
Schuetz Alexander Director Tax withholding or exercise payment (F) $81.27 -388 -$32K 18K Jun 5, 2026 Jun 9, 2026
Britt Douglas · Director 2 operations 0
Price $81.27 Owned 0 Trade date Jun 5, 2026 Filed date Jun 9, 2026
Britt Douglas Director 2 operations $81.27 0 0 Jun 5, 2026 Jun 9, 2026
15 of 92
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Helios Technologies, Inc. (HLIO) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Wasatch Advisors LP
% of shares outstanding 11.6% Filing date Feb 9, 2024
Wasatch Advisors LP 11.6% Feb 9, 2024
Vanguard Group Inc 3.2M
% of shares outstanding 9.7% Filing date Feb 13, 2024
Vanguard Group Inc 3.2M 9.7% Feb 13, 2024
BlackRock Inc. 2.4M
% of shares outstanding 7.3% Filing date Jan 26, 2024
BlackRock Inc. 2.4M 7.3% Jan 26, 2024
Conestoga Capital Advisors, LLC 2.1M
% of shares outstanding 6.5% Filing date Jan 5, 2024
Conestoga Capital Advisors, LLC 2.1M 6.5% Jan 5, 2024
Brown Capital Management LLC 1.8M
% of shares outstanding 5.5% Filing date Nov 14, 2024
Brown Capital Management LLC 1.8M 5.5% Nov 14, 2024
Vanguard Capital Management 1.7M
% of shares outstanding 5.2% Filing date Apr 30, 2026
Vanguard Capital Management 1.7M 5.2% Apr 30, 2026
Wellington Management Group LLP 1.3M
% of shares outstanding 3.9% Filing date May 15, 2026
Wellington Management Group LLP 1.3M 3.9% May 15, 2026
T. Rowe Price Investment Management, Inc. 567K
% of shares outstanding 1.7% Filing date Nov 14, 2024
T. Rowe Price Investment Management, Inc. 567K 1.7% Nov 14, 2024
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Helios Technologies, Inc. (HLIO) ownership FAQ

Who owns HLIO?

221 reporting institutions disclosed HLIO position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.