Companies / Helios Technologies Inc / Institutional holders

Helios Technologies Inc

Institutional holders · 13F as of Jun 30, 2026

Holder	Value	Shares	% of shares
BlackRock, Inc.	$231.41M	2,592,872	7.87%
VANGUARD GROUP INC	$169.15M	3,162,279	9.60%
Wellington Management Group LLP	$106.85M	1,997,527	6.06%
Dimensional Fund Advisors LP	$86.25M	1,612,365	4.89%
Conestoga Capital Advisors, LLC	$85.75M	1,325,206	4.02%
STATE STREET CORPORATION	$75.15M	841,953	2.56%
Sara-Bay Financial	$65.38M	1,204,959	3.66%
GEODE CAPITAL MANAGEMENT, LLC	$54.16M	836,831	2.54%
BARROW HANLEY MEWHINNEY & STRAUSS LLC	$53.17M	993,961	3.02%
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$44.85M	693,072	2.10%
Jennison Associates LLC	$42.58M	796,101	2.42%
ACK Asset Management LLC	$41.74M	780,378	2.37%
Neuberger Berman Group LLC	$37.71M	704,395	2.14%
BANK OF AMERICA CORP /DE	$35.24M	658,896	2.00%
Arrowstreet Capital, Limited Partnership	$35.22M	544,241	1.65%
VOYA INVESTMENT MANAGEMENT LLC	$33.45M	516,919	1.57%
Wasatch Advisors LP	$31.57M	590,185	1.79%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$31.42M	587,343	1.78%
JANUS HENDERSON GROUP PLC	$29.02M	448,501	1.36%
AMERIPRISE FINANCIAL INC	$27.79M	519,542	1.58%
KENNEDY CAPITAL MANAGEMENT LLC	$24.47M	457,526	1.39%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$22.97M	429,390	1.30%
ROYCE & ASSOCIATES LP	$19.35M	361,799	1.10%
Nuveen, LLC	$17.17M	320,917	0.97%
THE GOLDMAN SACHS GROUP, INC.	$17.13M	320,220	0.97%
NORTHERN TRUST CORP	$16.31M	304,908	0.93%
IAT REINSURANCE CO LTD.	$16.05M	300,000	0.91%
DRIEHAUS CAPITAL MANAGEMENT LLC	$15.81M	295,499	0.90%
Rockefeller Capital Management L.P.	$15.73M	294,148	0.89%
MetLife Investment Management, LLC	$14.98M	280,032	0.85%
Aberdeen Group plc	$13.68M	255,773	0.78%
DePrince, Race & Zollo, Inc.	$12.46M	233,025	0.71%
SILVERCREST ASSET MANAGEMENT GROUP LLC	$11.66M	180,142	0.55%
SCHRODER INVESTMENT MANAGEMENT GROUP	$11.05M	176,130	0.53%
SG Capital Management LLC	$10.57M	197,600	0.60%
Bank of New York Mellon Corp/The	$10.47M	161,802	0.49%
CASTLEARK MANAGEMENT LLC	$10.38M	160,409	0.49%
Ceredex Value Advisors LLC	$10.26M	191,800	0.58%
AMERICAN CENTURY COMPANIES INC	$9.43M	176,225	0.53%
JANE STREET GROUP, LLC	$8.50M	158,968	0.48%
Russell Investments Group, Ltd.	$8.42M	157,401	0.48%
SEI INVESTMENTS CO	$8.03M	150,121	0.46%
Morgan Stanley	$7.60M	142,008	0.43%
RAYMOND JAMES FINANCIAL INC	$7.51M	140,380	0.43%
Hillsdale Investment Management Inc.	$7.31M	113,020	0.34%
COMERICA BANK	$7.03M	131,458	0.40%
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$6.60M	123,341	0.37%
Citadel Advisors LLC	$6.13M	114,639	0.35%
ENVESTNET ASSET MANAGEMENT INC	$5.23M	97,855	0.30%
GABELLI FUNDS LLC	$4.85M	74,943	0.23%