SARASOTA, FL
HELIOS TECHNOLOGIES, INC.HLIO— Latest position per institution from SEC 13F filings
15
Institutional holders
28.46M
Total shares held
1.80B
Estimated value
1.42M
Avg. position size
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
CIK 1081019
Shares
3.46M
Value
38.75K
Filed
Jun 30, 2026
VANGUARD GROUP INC
CIK 102909
Shares
3.16M
Value
169.15M
Filed
Dec 31, 2025
BLACKROCK, INC.
CIK 2012383
Shares
2.59M
Value
231.41M
Filed
Jun 30, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
2.38M
Value
113.45M
Filed
Jun 30, 2024
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
1.64M
Value
146.47M
Filed
Jun 30, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
1.55M
Value
138.28M
Filed
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
1.46M
Value
130.49M
Filed
Jun 30, 2026
BROWN CAPITAL MANAGEMENT LLC
CIK 885062
Shares
1.18M
Value
37.72M
Filed
Mar 31, 2025
SARA-BAY FINANCIAL
CIK 1816444
Shares
1.15M
Value
102.34M
Filed
Jun 30, 2026
CONESTOGA CAPITAL ADVISORS, LLC
CIK 1163744
Shares
1.08M
Value
96.78M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
1.08M
Value
96.66M
Filed
Jun 30, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
979.45K
Value
87.43M
Filed
Jun 30, 2026
JENNISON ASSOCIATES LLC
CIK 53417
Shares
977.55K
Value
87.25M
Filed
Jun 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS
CIK 314984
Shares
918.91K
Value
82.01K
Filed
Jun 30, 2026
WELLINGTON MANAGEMENT GROUP LLP
CIK 902219
Shares
887.42K
Value
79.20M
Filed
Jun 30, 2026
STATE STREET CORP
CIK 93751
Shares
841.95K
Value
75.15M
Filed
Jun 30, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 1644956
Shares
834.22K
Value
74.45M
Filed
Jun 30, 2026
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.
CIK 1897612
Shares
779.23K
Value
69.55K
Filed
Jun 30, 2026
NEUBERGER BERMAN GROUP LLC
CIK 1465109
Shares
761.88K
Value
68.01M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
743.43K
Value
66.35M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | 3.46M | 38.75K | Jun 30, 2026 |
| 2 | VANGUARD GROUP INC | 102909 | 3.16M | 169.15M | Dec 31, 2025 |
| 3 | BLACKROCK, INC. | 2012383 | 2.59M | 231.41M | Jun 30, 2026 |
| 4 | BLACKROCK FINANCE, INC. | 1364742 | 2.38M | 113.45M | Jun 30, 2024 |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 1.64M | 146.47M | Jun 30, 2026 |
| 6 | DIMENSIONAL FUND ADVISORS LP | 354204 | 1.55M | 138.28M | Jun 30, 2026 |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 1.46M | 130.49M | Jun 30, 2026 |
| 8 | BROWN CAPITAL MANAGEMENT LLC | 885062 | 1.18M | 37.72M | Mar 31, 2025 |
| 9 | SARA-BAY FINANCIAL | 1816444 | 1.15M | 102.34M | Jun 30, 2026 |
| 10 | CONESTOGA CAPITAL ADVISORS, LLC | 1163744 | 1.08M | 96.78M | Jun 30, 2026 |
| 11 | INVESCO LTD. | 914208 | 1.08M | 96.66M | Jun 30, 2026 |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 979.45K | 87.43M | Jun 30, 2026 |
| 13 | JENNISON ASSOCIATES LLC | 53417 | 977.55K | 87.25M | Jun 30, 2026 |
| 14 | THRIVENT FINANCIAL FOR LUTHERANS | 314984 | 918.91K | 82.01K | Jun 30, 2026 |
| 15 | WELLINGTON MANAGEMENT GROUP LLP | 902219 | 887.42K | 79.20M | Jun 30, 2026 |
| 16 | STATE STREET CORP | 93751 | 841.95K | 75.15M | Jun 30, 2026 |
| 17 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | 834.22K | 74.45M | Jun 30, 2026 |
| 18 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1897612 | 779.23K | 69.55K | Jun 30, 2026 |
| 19 | NEUBERGER BERMAN GROUP LLC | 1465109 | 761.88K | 68.01M | Jun 30, 2026 |
| 20 | AMERIPRISE FINANCIAL INC | 820027 | 743.43K | 66.35M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.