SARASOTA, FL
HELIOS TECHNOLOGIES, INC.HLIO— Latest position per institution from SEC 13F filings
15
Institutional holders
25.93M
Total shares held
1.45B
Estimated value
1.30M
Avg. position size
VANGUARD GROUP INC
CIK 102909
Shares
3.16M
Value
169.15M
Filed
Dec 31, 2025
BLACKROCK, INC.
CIK 2012383
Shares
2.44M
Value
158.08M
Filed
Mar 31, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
2.38M
Value
113.45M
Filed
Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
1.62M
Value
104.74M
Filed
Mar 31, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
1.51M
Value
97.41M
Filed
Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
1.48M
Value
95.60M
Filed
Mar 31, 2026
CONESTOGA CAPITAL ADVISORS, LLC
CIK 1163744
Shares
1.33M
Value
85.75M
Filed
Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP
CIK 902219
Shares
1.31M
Value
84.55M
Filed
Mar 31, 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
74.67M
Filed
Mar 31, 2026
JENNISON ASSOCIATES LLC
CIK 53417
Shares
1.04M
Value
67.04M
Filed
Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 1644956
Shares
931.01K
Value
60.25M
Filed
Mar 31, 2026
THRIVENT FINANCIAL FOR LUTHERANS
CIK 314984
Shares
925.55K
Value
59.89K
Filed
Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
836.83K
Value
54.16M
Filed
Mar 31, 2026
WASATCH ADVISORS LP
CIK 814133
Shares
799.01K
Value
51.70M
Filed
Mar 31, 2026
STATE STREET CORP
CIK 93751
Shares
788.01K
Value
50.99M
Filed
Mar 31, 2026
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.
CIK 1897612
Shares
782.47K
Value
50.63K
Filed
Mar 31, 2026
ACK ASSET MANAGEMENT LLC
CIK 1510940
Shares
780.38K
Value
50.50M
Filed
Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
CIK 921739
Shares
768.66K
Value
49.74M
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
739.26K
Value
47.84M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 102909 | 3.16M | 169.15M | Dec 31, 2025 |
| 2 | BLACKROCK, INC. | 2012383 | 2.44M | 158.08M | Mar 31, 2026 |
| 3 | BLACKROCK FINANCE, INC. | 1364742 | 2.38M | 113.45M | Jun 30, 2024 |
| 4 | DIMENSIONAL FUND ADVISORS LP | 354204 | 1.62M | 104.74M | Mar 31, 2026 |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 1.51M | 97.41M | Mar 31, 2026 |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 1.48M | 95.60M | Mar 31, 2026 |
| 7 | CONESTOGA CAPITAL ADVISORS, LLC | 1163744 | 1.33M | 85.75M | Mar 31, 2026 |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 902219 | 1.31M | 84.55M | Mar 31, 2026 |
| 9 | BROWN CAPITAL MANAGEMENT LLC | 885062 | 1.18M | 37.72M | Mar 31, 2025 |
| 10 | SARA-BAY FINANCIAL | 1816444 | 1.15M | 74.67M | Mar 31, 2026 |
| 11 | JENNISON ASSOCIATES LLC | 53417 | 1.04M | 67.04M | Mar 31, 2026 |
| 12 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | 931.01K | 60.25M | Mar 31, 2026 |
| 13 | THRIVENT FINANCIAL FOR LUTHERANS | 314984 | 925.55K | 59.89K | Mar 31, 2026 |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 836.83K | 54.16M | Mar 31, 2026 |
| 15 | WASATCH ADVISORS LP | 814133 | 799.01K | 51.70M | Mar 31, 2026 |
| 16 | STATE STREET CORP | 93751 | 788.01K | 50.99M | Mar 31, 2026 |
| 17 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1897612 | 782.47K | 50.63K | Mar 31, 2026 |
| 18 | ACK ASSET MANAGEMENT LLC | 1510940 | 780.38K | 50.50M | Mar 31, 2026 |
| 19 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 921739 | 768.66K | 49.74M | Mar 31, 2026 |
| 20 | AMERIPRISE FINANCIAL INC | 820027 | 739.26K | 47.84M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.