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 159 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.

159

Holders

(12 Elite)

$2.2B

Total Value

55% (161)

Consensus

89 buying - 72 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 159 funds

12 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders Dec 8, 2025 · Activists Jul 31, 2026 · Congress none

ActivistVPVanguard Portfolio Management5.0%Jul 31, 2026

ActivistWellington Management Group LLP3.9%May 15, 2026

ActivistVAVanguard Capital Management5.2%Apr 30, 2026

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Top Holders

Top Holders (159)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	2.6M(+6.1%)	$231.4M	0.0%	+57.72%	33
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	1.6M(+9.0%)	$146.5M	0.0%	+0.75%	33
DIMENSIONAL FUND ADVISORS LP	Decreased	1.5M(-4.3%)	$138.3M	0.0%	+28.19%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	1.5M(-1.0%)	$130.5M	0.0%	+2.87%	0
Invesco Ltd.	Increased	1.1M(+394.1%)	$96.7M	0.0%	-13.23%	48
GEODE CAPITAL MANAGEMENT, LLC	Increased	979,448(+17.0%)	$87.4M	0.0%	+30.89%	35
JENNISON ASSOCIATES LLC	Decreased	977,554(-5.6%)	$87.2M	0.1%	+25.82%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	887,417(-32.1%)	$79.2M	0.0%	+44.61%	0
STATE STREET CORP	Increased	841,953(+6.8%)	$75.1M	0.0%	+54.86%	32
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Decreased	834,221(-10.4%)	$74.5M	0.2%	+49.15%	0
Neuberger Berman Group LLC	Increased	761,883(+7.0%)	$68M	0.0%	+42.35%	32
AMERIPRISE FINANCIAL INC	Increased	743,426(+0.6%)	$66.4M	0.0%	+32.57%	30
NANOMURA ASSET MANAGEMENT INTERNATIONAL INC.	Decreased	718,688(-6.5%)	$64.1M	0.1%	+6.94%	0
WASATCH ADVISORS LP	Decreased	660,085(-17.4%)	$58.9M	0.4%	+44.46%	0
Nuveen, LLC	Increased	507,047(+53.9%)	$45.3M	0.0%	+25.29%	41
GOLDMAN SACHS GROUP INC	Increased	449,107	$40.1M	0.0%	+47.01%	29
BANK OF AMERICA CORP /DE/	Decreased	411,128(-19.5%)	$36.7M	0.0%	+73.44%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	407,860(-2.9%)	$36.4M	0.0%	+50.15%	0
Aberdeen Group plc	Increased	397,396(+37.4%)	$35.5M	0.0%	+12.24%	38
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Decreased	395,605(-27.3%)	$35.3M	0.0%	+69.12%	0

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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