| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $158.1M | 2.4M | ▼−1.0% Reduced · −26K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $104.7M | 1.6M | ▲+0.4% Added · +6K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $97.4M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $95.6M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 5 | Conestoga Capital Advisors, LLC | $85.8M | 1.3M | ▼−15% Reduced · −227K sh | Q1 2026 | |
| 6 | JENNISON ASSOCIATES LLC | $67.0M | 1.0M | ▲+30% Added · +240K sh | Q1 2026 | |
| 7 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $60.2M | 931K | ▲+59% Added · +344K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $54.2M | 837K | ▲+6.3% Added · +49K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $51.0M | 788K | ▼−1.0% Reduced · −8K sh | Q1 2026 | |
| 10 | T. Rowe Price Investment Management, Inc. | Withheld | 782K | ▲+1.5% Added · +12K sh | Q1 2026 | |
| 11 | ACK Asset Management LLC | $50.5M | 780K | —Held | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $47.8M | 739K | ▲+42% Added · +220K sh | Q1 2026 | |
| 13 | Neuberger Berman Group LLC | $46.0M | 712K | ▲+1.1% Added · +7K sh | Q1 2026 | |
| 14 | WASATCH ADVISORS LP | $58.9M | 660K | ▼−17% Reduced · −139K sh | Q2 2026 | |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $35.2M | 544K | ▼−6.5% Reduced · −38K sh | Q1 2026 | |
| 16 | VOYA INVESTMENT MANAGEMENT LLC | $33.4M | 517K | ▲+6.2% Added · +30K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $33.0M | 511K | ▼−23% Reduced · −148K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $29.1M | 449K | ▲+40% Added · +129K sh | Q1 2026 | |
| 19 | JANUS HENDERSON GROUP PLC | $29.0M | 449K | ▼−5.6% Reduced · −26K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $27.2M | 420K | ▼−2.2% Reduced · −9K sh | Q1 2026 | |
| 21 | Nuveen, LLC | $21.3M | 330K | ▲+2.7% Added · +9K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $20.6M | 318K | ▲+4.2% Added · +13K sh | Q1 2026 | |
| 23 | Aperture Investors, LLC | $19.7M | 304K | ▲New +304K sh | Q1 2026 | |
| 24 | Aberdeen Group plc | $18.7M | 289K | ▲+13% Added · +33K sh | Q1 2026 | |
| 25 | MetLife Investment Management, LLC | $18.1M | 280K | ▲~0% Added · +75 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 71 funds | $34.1B |
| APPLE INCAAPL | 68 funds | $39.7B |
| AMAZON.COM INCAMZN | 68 funds | $25.9B |
| ALPHABET INC-CL AGOOGL | 68 funds | $22.9B |
| JPMORGAN CHASE & COJPM | 68 funds | $11.0B |
| ELI LILLY & COLLY | 68 funds | $8.8B |
| NVIDIA CORPNVDA | 67 funds | $48.7B |
| META PLATFORMS INC-CLASS AMETA | 67 funds | $15.5B |
| VISA INC-CLASS A SHARESV | 67 funds | $7.1B |
| COSTCO WHOLESALE CORPCOST | 67 funds | $6.2B |
| CHEVRON CORPCVX | 67 funds | $4.6B |
| CAPITAL ONE FINANCIAL CORPCOF | 67 funds | $2.2B |
Ranked by how many of HLIO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 23, 2026 | Arduini Matteo | President of Hydraulics, FCT | Sell (S) | 6K | $545K |
| Jun 22, 2026 | Arduini Matteo | President of Hydraulics, FCT | Sell (S) | 4K | $360K |
| May 15, 2026 | Arduini Matteo | President of Hydraulics, FCT | Sell (S) | 3K | $229K |
| Dec 5, 2025 | Arduini Matteo | President of Hydraulics, FCT | Sell (S) | 2K | $109K |
| Nov 5, 2025 | Sacchi Diana | Director | Sell (S) | 620 | $36K |
| Nov 25, 2024 | Arduini Matteo | President of Hydraulics, EMEA | Sell (S) | 4K | $216K |
| Nov 7, 2024 | Sacchi Diana | Director | Sell (S) | 615 | $33K |
| May 21, 2024 | Arduini Matteo | President of Hydraulics, EMEA | Sell (S) | 7K | $376K |
| Jun 30, 2023 | LEMAITRE PHILIPPE | Director | Sell (S) | 3K | $180K |
| Nov 24, 2021 | Nealis Melanie M | Chief Legal & Compliance Offic | Sell (S) | 2K | $187K |
| Nov 24, 2021 | Nealis Melanie M | Chief Legal & Compliance Offic | Sell (S) | 2K | $246K |
| Nov 24, 2021 | Nealis Melanie M | Chief Legal & Compliance Offic | Sell (S) | 1K | $112K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HLIO/capital-change-brief"
Use Arkolith's capital_change_brief for HLIO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HLIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.