Security record · archived quarter
HLIO
Helios Technologies, Inc. · Industrials · Industrial - Machinery
99Tracked holders
+8Δ holders
19.16MShares held
$1.24BReported value
+13New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +8.8% ·
share flow +3.3% ·
net new positions +8.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 2.44M | -1.0% | $158.08M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 2 | Dimensional Fund Advisors Lp | 1.62M | +0.4% | $104.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 1.48M | n/a | $95.60M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.31M | -34.6% | $84.55M | 0.0% | ▼ Trim | 8 | SEC ↗ ×5 |
| 5 | Jennison Associates Llc | 1.04M | +30.1% | $67.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (passive) | 836.83K | +6.3% | $54.16M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (passive) | 788.01K | -1.0% | $50.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | Nomura Asset Management… | 768.66K | +523.2% | $49.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 739.26K | +42.3% | $47.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 10 | Neuberger Berman Group LLC | 711.80K | +1.1% | $45.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Arrowstreet Capital ✦ | 544.24K | -6.6% | $35.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Voya Investment Management Llc | 516.92K | +6.2% | $33.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Bank Of America Corp /De/ | 510.52K | -22.5% | $33.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Goldman Sachs Group ✦ | 449.10K | +40.2% | $29.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Janus Henderson Group Plc | 448.50K | -5.6% | $29.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Charles Schwab Investment… | 420.05K | -2.2% | $27.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Nuveen, LLC | 329.51K | +2.7% | $21.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Northern Trust Corp | 317.70K | +4.2% | $20.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 19 | Aberdeen Group plc | 289.23K | +13.1% | $18.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Rockefeller Capital Management L.P. | 237.88K | -19.1% | $15.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 21 | Invesco Ltd. | 219.18K | +219.5% | $14.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 22 | Jane Street Group, Llc | 193.36K | +21.6% | $12.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Schroder Investment Management Group | 176.13K | n/a | $11.05M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 161.80K | -3.3% | $10.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 25 | Raymond James Financial Inc | 161.77K | +15.2% | $10.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Sei Investments Co | 155.48K | +3.6% | $10.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Morgan Stanley ✦ | 140.34K | -1.2% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 28 | Russell Investments Group, Ltd. | 132.50K | -15.8% | $8.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 29 | Fifth Third Bancorp | 129.78K | +17367.4% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Victory Capital Management Inc | 127.44K | -34.7% | $8.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 110.62K | -3.5% | $7.16M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 32 | Susquehanna International Group, Llp | 93.61K | +119.9% | $6.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | American Century Companies Inc | 79.82K | -54.7% | $5.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 75.03K | -23.3% | $4.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Point72 Asset Management ✦ | 70.47K | New | $4.56M | 0.0% | New | 1 | SEC ↗ |
| 36 | Swiss National Bank | 65.40K | 0.0% | $4.23M | 0.0% | Held | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 64.19K | -9.5% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | UBS AM, a distinct business unit of… | 54.41K | +7.4% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 39 | D. E. Shaw & Co. ✦ | 52.94K | New | $3.43M | 0.0% | New | 1 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 52.60K | +101.3% | $3.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 41 | Hrt Financial Lp | 52.41K | New | $3.39M | 0.0% | New | 1 | SEC ↗ |
| 42 | UBS Group AG | 45.86K | -39.8% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 43 | T. Rowe Price ✦ | 45.39K | +14.9% | $2.94M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 44 | Stifel Financial Corp | 45.35K | -5.2% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Rhumbline Advisers | 44.30K | -2.1% | $2.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Creative Planning | 41.34K | +19.1% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | California State Teachers… | 39.79K | +25.4% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | State Of Wisconsin Investment Board | 35.85K | -4.9% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Millennium Management ✦ | 34.73K | -18.4% | $2.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 34.25K | +32.0% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 51 | Lazard Asset Management Llc | 30.38K | New | $1.97M | 0.0% | New | 1 | SEC ↗ |
| 52 | Barclays Plc | 30.20K | -44.4% | $1.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 53 | Marshall Wace ✦ | 30.04K | -57.6% | $1.94M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 54 | Deutsche Bank Ag\ | 29.22K | +12.1% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Legal & General Group Plc | 28.29K | -17.0% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | First Trust Advisors Lp | 28.07K | +156.8% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Alliancebernstein L.P. | 33.19K | -9.9% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 25.36K | +2.6% | $1.64M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 59 | Connor, Clark & Lunn Investment… | 25.02K | +1.1% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Credit Agricole S A | 24.10K | -3.6% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Squarepoint Ops LLC | 23.62K | -51.3% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Franklin Resources Inc | 22.50K | -22.5% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Prudential Financial Inc | 21.87K | +65.8% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Zurcher Kantonalbank (Zurich… | 19.20K | +19.3% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Captrust Financial Advisors | 18.02K | +4.2% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Manufacturers Life Insurance… | 15.63K | +3.6% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.56K | +1.0% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Us Bancorp \De\ | 14.66K | +15.6% | $948,907 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Wells Fargo & Company/Mn | 14.65K | -61.0% | $947,751 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 70 | Quantinno Capital Management LP | 14.47K | +22.8% | $936,679 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Universal- Beteiligungs- und… | 13.63K | +34.9% | $882,192 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | GAMCO Investors ✦ | 13.04K | -74.5% | $844,142 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Commonwealth Equity Services, Llc | 12.82K | -1.9% | $829,550 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Two Sigma Investments ✦ | 12.44K | New | $804,798 | 0.0% | New | 1 | SEC ↗ |
| 75 | New York State Common Retirement… | 11.38K | -63.2% | $736,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Renaissance Technologies ✦ | 10.40K | -55.7% | $672,984 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 77 | Man Group plc | 9.36K | New | $605,621 | 0.0% | New | 1 | SEC ↗ ×2 |
| 78 | State Board Of Administration Of… | 9.29K | 0.0% | $601,479 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Qube Research & Technologies Ltd | 8.54K | New | $552,429 | 0.0% | New | 1 | SEC ↗ |
| 80 | Bnp Paribas Financial Markets | 8.13K | +5.3% | $526,092 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | LPL Financial LLC | 6.80K | +19.6% | $440,081 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Bridgewater Associates ✦ | 6.52K | New | $422,168 | 0.0% | New | 1 | SEC ↗ |
| 83 | Pictet Asset Management Holding SA | 5.97K | +18.1% | $386,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Mariner, LLC | 5.26K | New | $340,255 | 0.0% | New | 1 | SEC ↗ |
| 85 | Boston Partners | 4.99K | -25.9% | $322,640 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | ProShare Advisors LLC | 4.81K | -20.7% | $311,255 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Amundi | 3.86K | New | $249,716 | 0.0% | New | 1 | SEC ↗ |
| 88 | Citigroup Inc | 3.52K | -9.0% | $228,038 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 89 | Capstone Investment Advisors, Llc | 3.52K | New | $227,909 | 0.0% | New | 1 | SEC ↗ |
| 90 | Cetera Investment Advisers | 3.42K | -12.8% | $221,210 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Osaic Holdings, Inc. | 2.78K | -5.6% | $179,882 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Cwm, Llc | 2.35K | +22.8% | $151,745 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Jones Financial Companies Lllp | 1.40K | +736.5% | $89,993 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | BNP Paribas Asset Management… | 400 | +12.4% | $25,884 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 194 | -29.2% | $12,553 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 96 | Optiver Holding B.V. | 134 | +59.5% | $8,671 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Mitsubishi UFJ Asset Management… | 88 | 0.0% | $5,694 | 0.0% | Held | 2 | SEC ↗ |
| 98 | Northwestern Mutual Wealth… | 56 | New | $3,624 | 0.0% | New | 1 | SEC ↗ |
| 99 | Assetmark, Inc | 5 | New | $324 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $4.56M | 0.0% |
| D. E. Shaw & Co. | $3.43M | 0.0% |
| Hrt Financial Lp | $3.39M | 0.0% |
| Lazard Asset Management Llc | $1.97M | 0.0% |
| Two Sigma Investments | $804,798 | 0.0% |
| Man Group plc | $605,621 | 0.0% |
| Qube Research & Technologies… | $552,429 | 0.0% |
| Bridgewater Associates | $422,168 | 0.0% |
| Mariner, LLC | $340,255 | 0.0% |
| Amundi | $249,716 | 0.0% |
| Capstone Investment Advisors… | $227,909 | 0.0% |
| Northwestern Mutual Wealth… | $3,624 | 0.0% |
Exited
| Balyasny Asset Management L.P. | $1.22M | was 0.0% |
| Peak6 Llc | $427,172 | was 0.0% |
| Canada Pension Plan… | $256,752 | was 0.0% |
| Group One Trading Llc | $178,871 | was 0.0% |
| Simplex Trading, Llc | $75,099 | 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: Q1 2026 ·
Methodology ·
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