Security record · archived quarter
HLIO
Helios Technologies, Inc. · Industrials · Industrial - Machinery
90Tracked holders
-1Δ holders
20.05MShares held
$1.07BReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -1.1% ·
share flow +5.0% ·
net new positions -1.1%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 7.73K | $524,965 | n/a | −1 |
| Q2 2026 | 99 | +3 | 19.62M | $1.75B | +11 | −8 |
| Q1 2026 | 99 | +8 | 19.16M | $1.24B | +13 | −5 |
| Q4 2025 | 90 | -1 | 20.05M | $1.07B | n/a | −1 |
| Q3 2025 | 18 | -3 | 9.73M | $507.05M | n/a | −3 |
| Q2 2025 | 18 | +2 | 9.68M | $322.94M | +3 | −1 |
| Q1 2025 | 13 | +3 | 3.23M | $103.51M | +3 | n/a |
| Q4 2024 | 10 | +1 | 3.37M | $150.29M | +1 | n/a |
| Q3 2024 | 8 | -1 | 3.21M | $153.06M | n/a | −1 |
| Q2 2024 | 9 | n/a | 4.05M | $193.46M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 3.16M | -1.0% | $169.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 2.47M | +0.3% | $132.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 3 | Wellington Management ✦ | 2.00M | +114.9% | $106.85M | 0.0% | ▲ Add | 7 | SEC ↗ ×5 |
| 4 | Dimensional Fund Advisors Lp | 1.61M | n/a | $86.25M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 5 | Jennison Associates Llc | 796.10K | n/a | $42.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passive) | 795.88K | -1.6% | $42.57M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 787.52K | -0.1% | $42.13M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 8 | Neuberger Berman Group LLC | 704.39K | n/a | $37.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 658.90K | n/a | $35.24M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 10 | Arrowstreet Capital ✦ | 582.42K | -2.0% | $31.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 519.54K | n/a | $27.79M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 12 | Voya Investment Management Llc | 486.80K | n/a | $26.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Janus Henderson Group Plc | 474.98K | n/a | $25.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Charles Schwab Investment… | 429.39K | n/a | $22.97M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Nuveen, LLC | 320.92K | n/a | $17.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Goldman Sachs Group ✦ | 320.22K | -14.7% | $17.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Northern Trust Corp | 304.91K | n/a | $16.31M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 18 | Rockefeller Capital Management L.P. | 294.15K | n/a | $15.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Aberdeen Group plc | 255.77K | n/a | $13.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Victory Capital Management Inc | 195.28K | n/a | $10.45M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | American Century Companies Inc | 176.22K | n/a | $9.43M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 167.27K | n/a | $8.95M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 23 | Jane Street Group, Llc | 158.97K | n/a | $8.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Russell Investments Group, Ltd. | 157.40K | n/a | $8.42M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 25 | Sei Investments Co | 150.12K | n/a | $8.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Morgan Stanley ✦ | 142.01K | -15.9% | $7.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 27 | Raymond James Financial Inc | 140.38K | n/a | $7.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Nomura Asset Management… | 123.34K | n/a | $6.60M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 114.64K | +19.7% | $6.13M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 30 | Envestnet Asset Management Inc | 97.86K | n/a | $5.23M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS Group AG | 76.19K | n/a | $4.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Royal Bank Of Canada | 70.91K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Marshall Wace ✦ | 70.83K | +13.7% | $3.79M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 34 | Invesco Ltd. | 68.59K | n/a | $3.67M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | Swiss National Bank | 65.40K | n/a | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Barclays Plc | 54.29K | n/a | $2.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | GAMCO Investors ✦ | 51.22K | -20.1% | $2.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 50.68K | n/a | $2.71M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 39 | Squarepoint Ops LLC | 48.53K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Stifel Financial Corp | 47.86K | n/a | $2.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Rhumbline Advisers | 45.25K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 42.57K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Millennium Management ✦ | 42.57K | +390.0% | $2.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | T. Rowe Price ✦ | 39.49K | +3.8% | $2.11M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 45 | State Of Wisconsin Investment Board | 37.69K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 37.59K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 47 | Alliancebernstein L.P. | 36.85K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Creative Planning | 34.72K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Legal & General Group Plc | 34.08K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | California State Teachers… | 31.74K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | New York State Common Retirement… | 30.95K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Franklin Resources Inc | 29.04K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 26.12K | +11.5% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 54 | Deutsche Bank Ag\ | 26.08K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 25.95K | -49.4% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | Credit Agricole S A | 25.00K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Connor, Clark & Lunn Investment… | 24.76K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 24.73K | +3.6% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 59 | Renaissance Technologies ✦ | 23.50K | -34.7% | $1.26M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 60 | Balyasny Asset Management L.P. | 22.79K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Captrust Financial Advisors | 17.30K | n/a | $925,165 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Zurcher Kantonalbank (Zurich… | 16.09K | n/a | $860,494 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.41K | n/a | $824,495 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Manufacturers Life Insurance… | 15.09K | n/a | $807,111 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Prudential Financial Inc | 13.19K | n/a | $705,480 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Commonwealth Equity Services, Llc | 13.07K | n/a | $699,150 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Us Bancorp \De\ | 12.68K | n/a | $678,361 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | Quantinno Capital Management LP | 11.79K | n/a | $630,488 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | First Trust Advisors Lp | 10.93K | n/a | $584,538 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Universal- Beteiligungs- und… | 10.10K | n/a | $540,409 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | State Board Of Administration Of… | 9.29K | n/a | $497,190 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Peak6 Llc | 7.99K | n/a | $427,172 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | Bnp Paribas Financial Markets | 7.72K | n/a | $412,996 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Boston Partners | 6.73K | n/a | $360,090 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | ProShare Advisors LLC | 6.07K | n/a | $324,417 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | LPL Financial LLC | 5.69K | n/a | $304,316 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Pictet Asset Management Holding SA | 5.06K | n/a | $270,499 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Canada Pension Plan Investment Board | 4.80K | n/a | $256,752 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Cetera Investment Advisers | 3.92K | n/a | $209,703 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Citigroup Inc | 3.87K | n/a | $207,114 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 81 | Group One Trading Llc | 3.34K | n/a | $178,871 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Osaic Holdings, Inc. | 2.94K | n/a | $157,537 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Cwm, Llc | 1.91K | n/a | $102,000 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Simplex Trading, Llc | 1.40K | n/a | $75,099 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Fifth Third Bancorp | 743 | n/a | $39,743 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | BNP Paribas Asset Management… | 356 | n/a | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Pnc Financial Services Group, Inc. | 274 | n/a | $14,656 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 88 | Jones Financial Companies Lllp | 167 | n/a | $8,933 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Mitsubishi UFJ Asset Management… | 88 | n/a | $4,814 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Optiver Holding B.V. | 84 | n/a | $4,493 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| D. E. Shaw & Co. | $241,414 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 248 holders, 32.28M shares, $1.96B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Jul 31
SC 13G: VANGUARD PORTFOLIO MANAGEMENT LLC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API