HLIO

Helios Technologies Inc
IndustrialsUSCUSIP 42328H109◍ Confluence graph
Tracked 13F Holders
253
-110 QoQ
13F Value (tracked)
$1.9B
Insider Net · 180d
-$1.1M
0↑ 1↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)36 adding · 24 trimming
Insider net (180d)-$1.1M

Who owns HLIO?

253 tracked 13F filers

253 tracked 13F filers disclose a position in HLIO as of the latest SEC 13F filings, a combined $1.9B in reported value. 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$158.1M
2.4M
−1.0%
Reduced · −26K sh
Q1 2026
2DIMENSIONAL FUND ADVISORS LP
$104.7M
1.6M
+0.4%
Added · +6K sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$97.4M
1.5M
First observed position
No prior filed position
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$95.6M
1.5M
First observed position
No prior filed position
Q1 2026
5Sara-Bay Financial
$102.3M
1.1M
−0.6%
Reduced · −7K sh
Q2 2026
6Conestoga Capital Advisors, LLC
$96.8M
1.1M
−18%
Reduced · −241K sh
Q2 2026
7JENNISON ASSOCIATES LLC
$67.0M
1.0M
+30%
Added · +240K sh
Q1 2026
8GEODE CAPITAL MANAGEMENT, LLC
$87.4M
979K
+17%
Added · +143K sh
Q2 2026
9STATE STREET CORP
$75.1M
842K
+6.8%
Added · +54K sh
Q2 2026
10WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$74.5M
834K
−10%
Reduced · −97K sh
Q2 2026
11T. Rowe Price Investment Management, Inc.
Withheld
782K
+1.5%
Added · +12K sh
Q1 2026
12AMERIPRISE FINANCIAL INC
$47.8M
739K
+42%
Added · +220K sh
Q1 2026
13Neuberger Berman Group LLC
$46.0M
712K
+1.1%
Added · +7K sh
Q1 2026
14ACK Asset Management LLC
$60.8M
681K
−13%
Reduced · −99K sh
Q2 2026
15WASATCH ADVISORS LP
$58.9M
660K
−17%
Reduced · −139K sh
Q2 2026
16ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$35.2M
544K
−6.5%
Reduced · −38K sh
Q1 2026
17VOYA INVESTMENT MANAGEMENT LLC
$33.4M
517K
+6.2%
Added · +30K sh
Q1 2026
18BANK OF AMERICA CORP /DE/
$33.0M
511K
−23%
Reduced · −148K sh
Q1 2026
19GOLDMAN SACHS GROUP INC
$29.1M
449K
+40%
Added · +129K sh
Q1 2026
20Janus Henderson Group Ltd.
$29.0M
449K
−5.6%
Reduced · −26K sh
Q1 2026
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$27.2M
420K
−2.2%
Reduced · −9K sh
Q1 2026
22Nuveen, LLC
$21.3M
330K
+2.7%
Added · +9K sh
Q1 2026
23NORTHERN TRUST CORP
$20.6M
318K
+4.2%
Added · +13K sh
Q1 2026
24Aperture Investors, LLC
$19.7M
304K
New
+304K sh
Q1 2026
25IAT REINSURANCE CO LTD.
$13.4M
300K
Held
Q2 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.

Is HLIO being bought or sold by institutions?

Last quarter, 10 funds opened a new position in HLIO and 26 added to an existing one, while 24 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
10
funds
Added
26
funds
Reduced
24
funds
Exited
0
funds

Funds that own HLIO also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT139 funds$229.8B
NVIDIA CORPNVDA136 funds$333.5B
ELI LILLY & COLLY136 funds$69.0B
AMAZON.COM INCAMZN135 funds$173.6B
META PLATFORMS INC-CLASS AMETA134 funds$95.4B
CHEVRON CORPCVX133 funds$25.4B
JPMORGAN CHASE & COJPM132 funds$50.8B
APPLE INCAAPL131 funds$251.2B
BROADCOM INCAVGO131 funds$139.1B
ALPHABET INC-CL AGOOGL130 funds$139.0B
COSTCO WHOLESALE CORPCOST130 funds$32.8B
ALPHABET INC-CL CGOOG129 funds$110.7B

Ranked by how many of HLIO's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$1.1M
1 insiders
Net
-$1.1M
3 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 23, 2026Arduini MatteoPresident of Hydraulics, FCTSell (S)6K$545K
Jun 22, 2026Arduini MatteoPresident of Hydraulics, FCTSell (S)4K$360K
May 15, 2026Arduini MatteoPresident of Hydraulics, FCTSell (S)3K$229K
Dec 5, 2025Arduini MatteoPresident of Hydraulics, FCTSell (S)2K$109K
Nov 5, 2025Sacchi DianaDirectorSell (S)620$36K
Nov 25, 2024Arduini MatteoPresident of Hydraulics, EMEASell (S)4K$216K
Nov 7, 2024Sacchi DianaDirectorSell (S)615$33K
May 21, 2024Arduini MatteoPresident of Hydraulics, EMEASell (S)7K$376K
Jun 30, 2023LEMAITRE PHILIPPEDirectorSell (S)3K$180K
Nov 24, 2021Nealis Melanie MChief Legal & Compliance OfficSell (S)2K$187K
Nov 24, 2021Nealis Melanie MChief Legal & Compliance OfficSell (S)2K$246K
Nov 24, 2021Nealis Melanie MChief Legal & Compliance OfficSell (S)1K$112K

Institutional ownership over time

117 funds-17 since Q3 2024
0114227Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $707.7M

Recent filings

15 shown

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Connected entities for HLIO

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Ask your agent what changed in HLIO

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/HLIO/capital-change-brief"
Ask your agent
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.