Helios Technologies, Inc.
HLIO- Exchange
- NYSE
- Industry
- Miscellaneous Fabricated Metal Products
- SEC CIK
- 0001024795
No open-market purchases or sales by Helios Technologies, Inc. insiders were filed in the last 90 days; 285 institutions reported holding it in 13F filings for Q2 2026, worth $2.86B in total; no superinvestor holds it.
Holders of 5% or more of HLIO
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Helios Technologies, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 13G | 5.50%1.82M shares | New | Nov 14, 20241 filing | Nov 14, 2024 | SEC |
| Vanguard Capital Management LLC | 13G | 5.20%1.72M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
| Conestoga Capital Advisors, LLC | 13G/A | 5.02%1.66M shares | −1.42 ppfrom 6.44% | Jan 10, 20252 filings | Jan 9, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
13 Schedule 13D and 13G filings on Helios Technologies, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| May 15, 20267:34 AM ET | Wellington Management Group LLPand 2 others | 13G/A | 3.90%1.31M shares | −2.10 ppfrom 6.00%Below 5% | Mar 31, 2026 | SEC |
| Apr 30, 202610:34 AM ET | Vanguard Capital Management LLC | 13G | 5.20%1.72M shares | New | Mar 31, 2026 | SEC |
| Mar 27, 20269:32 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −10.01 ppfrom 10.01%Below 5% | Mar 13, 2026 | SEC |
| Feb 10, 202611:21 AM ET | Wellington Management Group LLPand 3 others | 13G | 6.00%2.00M shares | +1.60 ppfrom 4.40% | Dec 31, 2025 | SEC |
| Jan 9, 202612:08 PM ET | Conestoga Capital Advisors, LLC | 13G/A | 5.02%1.66M shares | −1.42 ppfrom 6.44% | Dec 31, 2025 | SEC |
| Jun 6, 20252:52 PM ET | Wasatch Advisors Inc | 13G/A | 2.70%911.3K shares | −7.50 ppfrom 10.20%Below 5% | May 30, 2025 | SEC |
| May 15, 202512:46 PM ET | Brown Capital Management LLC | 13G/A | 4.60%1.53M shares | 0.00 ppfrom 4.60%Below 5% | Dec 31, 2024 | SEC |
| May 13, 20255:14 PM ET | Wasatch Advisors Inc | 13G/A | 10.20%3.41M shares | – | Mar 31, 2025 | SEC |
| Feb 14, 20254:19 PM ET | Brown Capital Management LLC | 13G/A | 4.60%1.53M shares | –Below 5% | Dec 31, 2024 | SEC |
| Feb 10, 202510:25 AM ET | Wellington Management Group LLPand 2 others | 13G/A | 4.40%1.46M shares | –Below 5% | Dec 31, 2024 | SEC |
| Jan 10, 202511:28 AM ET | Conestoga Capital Advisors, LLC | 13G/A | 6.44%2.14M shares | – | Dec 31, 2024 | SEC |
| Jan 8, 202511:29 AM ET | Vanguard Group Inc | 13G/A | 10.01%3.33M shares | – | Dec 31, 2024 | SEC |
| Nov 14, 202411:02 AM ET | Thrivent Financial for Lutherans | 13G | 5.50%1.82M shares | New | Sep 30, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Helios Technologies, Inc. shares.
No Form 144 notices for Helios Technologies, Inc. are on file.