Institutional Ownership
Helios Technologies Inc
CUSIP 42328H109COMHLIOQ1 2026
Institutional Holders
242
13F filers
Shares Held
29.07M
Aggregate institutional
Institutional Value
$1.76B
Q1 2026
Net New Holders
+35
53 new · 18 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions53
Increased79
Decreased73
Sold out18
Institutional Holders
242 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 2.44M | $158.08M | −25.8K | Reduced |
| 2 | Dimensional Fund Advisors LP | 1.62M | $104.74M | +6.3K | Added |
| 3 | Conestoga Capital Advisors, LLC | 1.33M | $85.75M | −226.9K | Reduced |
| 4 | Wellington Management Group LLP | 1.31M | $84.55M | −690.9K | Reduced |
| 5 | Sara-Bay Financial | 1.15M | $74.67M | −51.1K | Reduced |
| 6 | Jennison Associates LLC | 1.04M | $67.04M | +239.9K | Added |
| 7 | William Blair Investment Management, LLC | 931.0K | $60.25M | +343.7K | Added |
| 8 | Geode Capital Management, LLC | 836.8K | $54.16M | +49.3K | Added |
| 9 | Wasatch Advisors LP | 799.0K | $51.70M | +208.8K | Added |
| 10 | State Street Corp | 788.0K | $50.99M | −7.9K | Reduced |
232 more institutional holders on Premium
See every fund holding Helios Technologies Inc, with full quarter-over-quarter share changes.
Unlock all holders