Helios Technologies, Inc. (HLIO)

MISCELLANEOUS FABRICATED METAL PRODUCTS

Helios Technologies, Inc. (HLIO) is listed on the New York Stock Exchange, where it has traded since January 9, 1997.

Listed On
the New York Stock Exchange
Listed Since
January 9, 1997
Employees
2,300
Market Cap
$2.2B

About Helios Technologies, Inc.

Helios Technologies Inc is an industrial technology company that develops, manufactures, and markets solutions for the hydraulics and electronics markets. It operates under two business segments: Hydraulics and Electronics. The Hydraulics segment designs and manufactures hydraulic components and systems used to transmit power and control force, speed, and motion. There are two categories based on Hydraulic system architecture: MCT and FCT. The Electronics segment provides complete, fully-tailored display and control solutions for engines, engine-driven equipment, specialty vehicles, therapy baths, and traditional and swim spas. The company generates the majority of its revenue from the Hydraulics segment. Geographically, the company generates key revenue from the Americas region.

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 272 institutions reported holding HLIO, with 32.2 million shares worth $2.9 billion in aggregate. The largest reported holder was Vanguard, with 3.4 million shares worth $301.1 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Vanguard3,374,073$301MAdded 3.89%
BlackRock2,592,872$231MAdded 6.14%
Dimensional Fund Advisors1,549,341$138MReduced 4.29%
Sara-Bay Financial1,146,658$102MReduced 0.63%
Conestoga Capital Advisors1,084,345$97MReduced 18.18%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is HLIO?

Helios Technologies, Inc. (HLIO) is listed on the New York Stock Exchange, where it has traded since January 9, 1997.

Who are the largest institutional holders of HLIO?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of HLIO were Vanguard, BlackRock and Dimensional Fund Advisors.

How many institutions own HLIO?

272 institutions reported a position in HLIO for the quarter ended June 30, 2026, worth $2.9 billion in total.

Did institutions buy or sell HLIO last quarter?

Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for HLIO.

Every reported institutional holder, plus insider and congressional trades in HLIO, on SentiSense.