HELIOS TECHNOLOGIES INC COM

HELIOS TECHNOLOGIES INC COM is a security (CUSIP 42328H109) tracked across SEC portfolio filings. 263 institutional managers reported $2.0B on Form 13F as of 2026-06-30; 26 registered fund positions totaling $140.5M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 263 managers by value.

ManagerLocationValueShares
VANGUARD GROUP INCValley Forge, PA$169.2M3,162,279
BlackRock, Inc.New York, NY$158.1M2,442,956
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$104.7M1,618,712
Sara-Bay FinancialSARASOTA, FL$102.3M1,146,658
Conestoga Capital Advisors, LLCWAYNE, PA$96.8M1,084,345
JENNISON ASSOCIATES LLCNEW YORK, NY$87.2M977,554
WELLINGTON MANAGEMENT GROUP LLPBOSTON, MA$84.6M1,306,673
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCHICAGO, IL$60.2M931,008
WASATCH ADVISORS LPSALT LAKE CITY, UT$58.9M660,085
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$54.2M836,831
STATE STREET CORPBOSTON, MA$51.0M788,009
ACK Asset Management LLCGREENWICH, CT$50.5M780,378
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.PHILADELPHIA, PA$49.7M768,660
NEUBERGER BERMAN GROUP LLCNEW YORK, NY$46.0M711,798
Aberdeen Group plcEDINBURGH, X0$35.5M397,396

Top fund holders (N-PORT)

Showing 15 of 26 fund positions by value.

FundRegistrantValue% of fund
PGIM Jennison Small Company FundPrudential Jennison Small Co Fund, Inc.$27.9M87.59%
T. Rowe Price Small-Cap Value Fund, Inc.T. ROWE PRICE SMALL-CAP VALUE FUND, INC.$26.8M29.06%
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$23.9M2.93%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$14.2M8.08%
Keeley Gabelli Small Cap Dividend FundKeeley Funds, Inc.$9.7M369.16%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$8.1M10.88%
abrdn U.S. Small Cap Equity Fundabrdn Funds$7.2M192.67%
PGIM Jennison Blend FundPrudential Jennison Blend Fund, Inc.$4.3M36.79%
Master Small Cap Index SeriesQuantitative Master Series LLC$3.5M7.28%
ROYCE SMALL-CAP TRUST, INC.ROYCE SMALL-CAP TRUST, INC.$2.9M13.03%
VOYA SMALLCAP OPPORTUNITIES PORTFOLIOVoya Variable Products Trust$2.0M120.57%
Embark Small Cap Equity FundHarbor Funds II$1.9M33.43%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$1.2M0.21%
VANGUARD U.S. MOMENTUM FACTOR ETFVANGUARD WELLINGTON FUND$1.2M6.63%
Columbia Variable Portfolio - Small Company Growth FundCOLUMBIA FUNDS VARIABLE INSURANCE TRUST$1.2M54.30%

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