HELIOS TECHNOLOGIES, INC. — Institutional Ownership
Which tracked institutions hold HLIO, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
28
Funds holding
$714907266
Total value held
Buying
22 added/new · 6 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $231413844 | 2592872 | +149916 | +6.14% |
| 2 | Invesco Ltd. | $96661142 | 1083038 | +1083038 | NEW BUY |
| 3 | State Street Corp | $75146829 | 841953 | +53944 | +6.85% |
| 4 | Ameriprise Financial Inc | $66351057 | 743426 | +743426 | NEW BUY |
| 5 | Goldman Sachs Group Inc | $40082810 | 449107 | +6 | +0.00% |
| 6 | Bank Of America Corp /De/ | $36693175 | 411128 | -99391 | -19.47% |
| 7 | Northern Trust Corp | $29874209 | 334725 | +17026 | +5.36% |
| 8 | Janus Henderson Group Plc | $29022431 | 448501 | +448501 | NEW BUY |
| 9 | Morgan Stanley | $19499226 | 218478 | +78139 | +55.68% |
| 10 | Bank Of New York Mellon Corp | $14920971 | 167182 | +5380 | +3.33% |
| 11 | Raymond James Financial Inc | $13506435 | 151333 | -10436 | -6.45% |
| 12 | Ubs Group Ag | $12303916 | 137859 | +137859 | NEW BUY |
| 13 | Fifth Third Bancorp | $9793353 | 109729 | -20054 | -15.45% |
| 14 | Sei Investments Co | $8845450 | 99109 | -56368 | -36.25% |
| 15 | Jpmorgan Chase & Co | $6845895 | 75187 | +40934 | +119.50% |
| 16 | Royal Bank Of Canada | $5387000 | 60362 | -3826 | -5.96% |
| 17 | Prudential Financial Inc | $4345047 | 48684 | +26815 | +122.62% |
| 18 | Stifel Financial Corp | $3992542 | 44734 | +44734 | NEW BUY |
| 19 | Franklin Resources Inc | $2836008 | 31776 | +9272 | +41.20% |
| 20 | Wells Fargo & Company/Mn | $2733488 | 30627 | +15981 | +109.12% |
| 21 | Citigroup Inc | $1817308 | 20362 | +16490 | +425.88% |
| 22 | Us Bancorp \De\ | $1357314 | 15208 | +544 | +3.71% |
| 23 | Barclays Plc | $551299 | 6177 | -24027 | -79.55% |
| 24 | M&T Bank Corp | $486788 | 5450 | +5450 | NEW BUY |
| 25 | Marex Group Ltd | $401625 | 4500 | +4500 | NEW BUY |
| 26 | Pnc Financial Services Group, Inc. | $37306 | 418 | +224 | +115.46% |
| 27 | Amalgamated Financial Corp. | $425 | 5294 | +5294 | NEW BUY |
| 28 | Cullen/Frost Bankers, Inc. | $373 | 4 | +4 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.