Who Owns Helios Technologies Inc (HLIO)? 13F Institutional Holders (Q2 2026)

HLIO ranks #2237 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

HLIO is a top-conviction position for Sara-Bay Financial — at 27.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in HLIO belongs to BlackRock, Inc., but the position matters far more to Sara-Bay Financial, who has 27.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its HLIO position for two straight quarters, increasing it by $99.4M to reach $231.4M today.

Barrow Hanley Mewhinney & Strauss LLC has trimmed its HLIO position for two straight quarters, cutting it by $53.2M while still holding $16.3K.

HLIO is down 3.5% today, but institutions show net buying of $434.5M this quarter — a divergence between today's price move and the underlying institutional flow.

HLIO posted net income of $71.4M over the trailing twelve months, and currently trades at a P/E of 32.9.

• Profitable — net income of $71.4M over the trailing twelve months
• Revenue grew 14.0% year over year
• Net income improved year over year, from $34.9M to $71.4M
• Generated $127.3M in positive operating cash flow
• Current ratio of 2.90x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.63x equity — within a conventional range