HELIOS TECHNOLOGIES, INC. — Institutional Ownership
Which tracked institutions hold HLIO, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
22
Funds holding
$432898777
Total value held
Buying
14 added/new · 8 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $158083652 | 2442956 | -25796 | -1.04% |
| 2 | State Street Corp | $50992062 | 788009 | -7874 | -0.99% |
| 3 | Ameriprise Financial Inc | $47837738 | 739261 | +219719 | +42.29% |
| 4 | Bank Of America Corp /De/ | $33035684 | 510519 | -148377 | -22.52% |
| 5 | Goldman Sachs Group Inc | $29061331 | 449101 | +128881 | +40.25% |
| 6 | Janus Henderson Group Plc | $29022431 | 448501 | — | NEW BUY |
| 7 | Northern Trust Corp | $20558302 | 317699 | +12791 | +4.20% |
| 8 | Bank Of New York Mellon Corp | $10470232 | 161802 | -5468 | -3.27% |
| 9 | Raymond James Financial Inc | $10468084 | 161769 | +21389 | +15.24% |
| 10 | Sei Investments Co | $10060932 | 155477 | — | NEW BUY |
| 11 | Morgan Stanley | $9081397 | 140339 | -1669 | -1.18% |
| 12 | Fifth Third Bancorp | $8398257 | 129783 | +129040 | +17367.43% |
| 13 | Royal Bank Of Canada | $4154000 | 64188 | — | NEW BUY |
| 14 | Invesco Ltd. | $3669093 | 68594 | +3876 | +5.99% |
| 15 | Wells Fargo & Company/Mn | $2010706 | 37590 | +11764 | +45.55% |
| 16 | Barclays Plc | $1954500 | 30204 | — | NEW BUY |
| 17 | Franklin Resources Inc | $1456234 | 22504 | -6532 | -22.50% |
| 18 | Prudential Financial Inc | $1415143 | 21869 | +8680 | +65.81% |
| 19 | Us Bancorp \De\ | $948907 | 14664 | +1982 | +15.63% |
| 20 | Citigroup Inc | $207114 | 3872 | -1269 | -24.68% |
| 21 | Pnc Financial Services Group, Inc. | $12553 | 194 | -80 | -29.20% |
| 22 | Amalgamated Financial Corp. | $425 | 5294 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.