HELIOS TECHNOLOGIES INC

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HLIO·42328H109·US·Common Stock·Industrials - Specialty Industrial Machinery-13D/G

HLIO (HELIOS TECHNOLOGIES INC) is held by 163 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($231.4M), VANGUARD PORTFOLIO MANAGEMENT LLC ($146.5M), DIMENSIONAL FUND ADVISORS LP ($138.3M). Net institutional sentiment: Mixed.

163

Holders

(10 Elite)

$2.3B

Total Value

55% (164)

Consensus

90 buying - 74 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)58

Insider (Form 4)34

Activist (13D/13G)49

Congressional (STOCK Act)46

Holder Quality

63

★★★★★

Elite

63

★★★★

Strong

71

★★★

Solid

29

★★

Below

16

★

Weak

Held by 163 funds

10 elite

Who's Trading

Source dates: Price Oct 19, 2026 · Insiders Oct 5, 2026 · Activists Jul 31, 2026 · Congress none

InsiderBSBagan SeanExercise 771 shOct 1, 2026

InsiderBSBagan SeanTax 304 shOct 1, 2026

InsiderBDBritt DouglasExercise 787 shSep 18, 2026

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Top Holders

Top Holders (163)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	2.6M(+6.1%)	$231.4M	0.0%	+38.06%	33
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	1.6M(+9.0%)	$146.5M	0.0%	+1.65%	33
DIMENSIONAL FUND ADVISORS LP	Decreased	1.5M(-4.3%)	$138.3M	0.0%	+65.00%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	1.5M(-1.0%)	$130.5M	0.0%	+4.86%	0
Invesco Ltd.	Increased	1.1M(+394.1%)	$96.7M	0.0%	-18.78%	48
GEODE CAPITAL MANAGEMENT, LLC	Increased	979,448(+17.0%)	$87.4M	0.0%	+22.25%	35
JENNISON ASSOCIATES LLC	Decreased	977,554(-5.6%)	$87.2M	0.1%	+21.12%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	887,417(-32.1%)	$79.2M	0.0%	+32.43%	0
STATE STREET CORP	Increased	841,953(+6.8%)	$75.1M	0.0%	+45.33%	32
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Decreased	834,221(-10.4%)	$74.5M	0.2%	+45.88%	0
Neuberger Berman Group LLC	Increased	761,883(+7.0%)	$68M	0.0%	+32.40%	32
AMERIPRISE FINANCIAL INC	Increased	743,426(+0.6%)	$66.4M	0.0%	+27.69%	30
NANOMURA ASSET MANAGEMENT INTERNATIONAL INC.	Decreased	718,688(-6.5%)	$64.1M	0.1%	+7.88%	0
WASATCH ADVISORS LP	Decreased	660,085(-17.4%)	$58.9M	0.4%	+39.29%	0
Nuveen, LLC	Increased	507,047(+53.9%)	$45.3M	0.0%	+16.76%	41
GOLDMAN SACHS GROUP INC	Increased	449,107	$40.1M	0.0%	+39.79%	29
BANK OF AMERICA CORP /DE/	Decreased	411,128(-19.5%)	$36.7M	0.0%	+44.00%	0
JTJupiter Topco LLC	First report	408,245	$36.4M	0.0%	-24.10%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	407,860(-2.9%)	$36.4M	0.0%	+39.62%	0
Aberdeen Group plc	Increased	397,396(+37.4%)	$35.5M	0.0%	+5.77%	38

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer