Institutional Ownership
Helios Technologies Inc
CUSIP 42328H109COMHLIOQ1 2026
13D / 13G Filings
43
Schedule 13D/13G on record
Beneficial Filers
15
Distinct reporting persons
Largest Stake
14.9%
Max % of class reported
Institutional Holders
242
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
43 filings · latest Feb 10, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 10, 2026 | Wellington Management Group LLP | 13G | 6.0% | 2.00M | SEC |
| 2 | Jan 9, 2026 | Conestoga Capital Advisors | 13G/A | 5.0% | 1.66M | SEC |
| 3 | Jun 6, 2025 | Wasatch Advisors LP | 13G/A | 2.7% | 911.3K | SEC |
| 4 | May 13, 2025 | Wasatch Advisors LP | 13G/A | 10.2% | 3.41M | SEC |
| 5 | Feb 10, 2025 | Wellington Management Group LLP | 13G/A | 4.4% | 1.46M | SEC |
| 6 | Jan 10, 2025 | Conestoga Capital Advisors | 13G/A | 6.4% | 2.14M | SEC |
| 7 | Jan 8, 2025 | The Vanguard Group | 13G/A | 10.0% | 3.33M | SEC |
| 8 | Nov 14, 2024 | T. Rowe Price Investment Management, Inc. | 13G/A | 1.7% | 566.9K | SEC |
| 9 | Nov 14, 2024 | Brown Capital Management LLC | 13G/A | 5.5% | 1.81M | SEC |
| 10 | Nov 14, 2024 | Thrivent Financial For Lutherans | 13G | 5.5% | 1.82M | SEC |
33 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Helios Technologies Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 2.44M | $158.08M |
| 2 | Dimensional Fund Advisors LP | 1.62M | $104.74M |
| 3 | Conestoga Capital Advisors, LLC | 1.33M | $85.75M |
| 4 | Wellington Management Group LLP | 1.31M | $84.55M |
| 5 | Sara-Bay Financial | 1.15M | $74.67M |
| 6 | Jennison Associates LLC | 1.04M | $67.04M |
| 7 | William Blair Investment Management, LLC | 931.0K | $60.25M |
| 8 | Geode Capital Management, LLC | 836.8K | $54.16M |
| 9 | Wasatch Advisors LP | 799.0K | $51.70M |
| 10 | State Street Corp | 788.0K | $50.99M |