# 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

- Issuer: HELIOS TECHNOLOGIES INC
- Class: COM
- CUSIP: 42328H109
- Asset category: EC
- 13F holders: 263
- 13F value: $2.0B
- 13F period: 2026-06-30
- N-PORT fund positions: 26
- N-PORT value: $140.5M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 263 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $169.2M | 3,162,279 |
| BlackRock, Inc. | New York, NY | $158.1M | 2,442,956 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $104.7M | 1,618,712 |
| [Sara-Bay Financial](https://search.stillhousedata.com/firm/133443) | SARASOTA, FL | $102.3M | 1,146,658 |
| Conestoga Capital Advisors, LLC | WAYNE, PA | $96.8M | 1,084,345 |
| [JENNISON ASSOCIATES LLC](https://search.stillhousedata.com/firm/107959) | NEW YORK, NY | $87.2M | 977,554 |
| WELLINGTON MANAGEMENT GROUP LLP | BOSTON, MA | $84.6M | 1,306,673 |
| [WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/173961) | CHICAGO, IL | $60.2M | 931,008 |
| [WASATCH ADVISORS LP](https://search.stillhousedata.com/firm/6081) | SALT LAKE CITY, UT | $58.9M | 660,085 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $54.2M | 836,831 |
| STATE STREET CORP | BOSTON, MA | $51.0M | 788,009 |
| [ACK Asset Management LLC](https://search.stillhousedata.com/firm/155136) | GREENWICH, CT | $50.5M | 780,378 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | PHILADELPHIA, PA | $49.7M | 768,660 |
| NEUBERGER BERMAN GROUP LLC | NEW YORK, NY | $46.0M | 711,798 |
| Aberdeen Group plc | EDINBURGH, X0 | $35.5M | 397,396 |

## Top fund holders (N-PORT)

_Showing 15 of 26 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [PGIM Jennison Small Company Fund](https://search.stillhousedata.com/fund/S000004629) | Prudential Jennison Small Co Fund, Inc. | $27.9M | 87.59% |
| [T. Rowe Price Small-Cap Value Fund, Inc.](https://search.stillhousedata.com/fund/S000002121) | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | $26.8M | 29.06% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $23.9M | 2.93% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $14.2M | 8.08% |
| [Keeley Gabelli Small Cap Dividend Fund](https://search.stillhousedata.com/fund/S000026907) | Keeley Funds, Inc. | $9.7M | 369.16% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $8.1M | 10.88% |
| [abrdn U.S. Small Cap Equity Fund](https://search.stillhousedata.com/fund/S000020297) | abrdn Funds | $7.2M | 192.67% |
| [PGIM Jennison Blend Fund](https://search.stillhousedata.com/fund/S000004514) | Prudential Jennison Blend Fund, Inc. | $4.3M | 36.79% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $3.5M | 7.28% |
| ROYCE SMALL-CAP TRUST, INC. | ROYCE SMALL-CAP TRUST, INC. | $2.9M | 13.03% |
| [VOYA SMALLCAP OPPORTUNITIES PORTFOLIO](https://search.stillhousedata.com/fund/S000008640) | Voya Variable Products Trust | $2.0M | 120.57% |
| [Embark Small Cap Equity Fund](https://search.stillhousedata.com/fund/S000083503) | Harbor Funds II | $1.9M | 33.43% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $1.2M | 0.21% |
| [VANGUARD U.S. MOMENTUM FACTOR ETF](https://search.stillhousedata.com/fund/S000061302) | VANGUARD WELLINGTON FUND | $1.2M | 6.63% |
| [Columbia Variable Portfolio - Small Company Growth Fund](https://search.stillhousedata.com/fund/S000010658) | COLUMBIA FUNDS VARIABLE INSURANCE TRUST | $1.2M | 54.30% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/42328H109.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.