Helios Technologies, Inc.
DE ˙ DB ˙ US42328H1095
72,50 € ↑1,50 (2,11%)
2026-06-04
DEL PRIS
SecurityDE:SH7 / Helios Technologies, Inc.
InstitutionVanguard Group Inc
Latest Disclosed Ownership0 shares
Ownership 0.00%
Vanguard Group Inc ownership in SH7 / Helios Technologies, Inc.

2026-03-27 - Vanguard Group Inc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 0 shares of Helios Technologies, Inc. (DE:SH7). This represents 0.0 percent ownership of the company. In their previous filing dated 2025-01-08 , Vanguard Group Inc had reported owning 3,328,127 shares, indicating a decrease of -100.00 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-03-27 2026-03-27 13G/A 3,328,127 0 -100.00 0.00 -100.00
2025-01-08 2025-01-08 13G/A 3,218,839 3,328,127 3.40 10.01 2.77
2024-02-13 2024-02-13 13G/A 3,071,547 3,218,839 4.80 9.74 3.29
2023-02-09 2023-02-09 13G/A 2,749,161 3,071,547 11.73 9.43 11.20
2022-02-10 2022-02-10 13G/A 2,638,087 2,749,161 4.21 8.48 3.16
2021-02-10 2021-02-10 13G/A 2,664,940 2,638,087 -1.01 8.22 -1.08
2020-02-12 2020-02-12 13G/A 2,664,940 8.31
2019-02-13 2019-02-13 13G/A 2,009,540 2,537,136 26.25 7.93 6.87
2018-02-09 2018-02-09 13G/A 1,729,735 2,009,540 16.18 7.42 15.58
2017-02-10 2017-02-10 13G/A 1,567,871 1,729,735 10.32 6.42 9.56
2016-02-10 2016-02-10 13G/A 1,567,871 5.86
2015-02-11 2015-02-11 13G 1,378,909 5.19

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-01-29 2025-12-31 13F HELIOS TECHNOLOGIES COM 42328H109 3,162,279 -30,580 -0.96 169,150 1.63 0.0025
2025-11-07 2025-09-30 13F HELIOS TECHNOLOGIES COM 42328H109 3,192,859 -78,168 -2.39 166,444 52.48 0.0025
2025-08-11 2025-06-30 13F HELIOS TECHNOLOGIES COM 42328H109 3,271,027 -25,231 -0.77 109,154 3.19 0.0018
2025-05-09 2025-03-31 13F HELIOS TECHNOLOGIES COM 42328H109 3,296,258 -31,869 -0.96 105,777 -28.80 0.0019
2025-02-11 2024-12-31 13F HELIOS TECHNOLOGIES COM 42328H109 3,328,127 13,059 0.39 148,568 -6.05 0.0026
2024-11-13 2024-09-30 13F HELIOS TECHNOLOGIES COM 42328H109 3,315,068 82,598 2.56 158,129 2.45 0.0028
2024-08-13 2024-06-30 13F HELIOS TECHNOLOGIES COM 42328H109 3,232,470 -11,344 -0.35 154,350 6.47 0.0030
2024-05-10 2024-03-31 13F HELIOS TECHNOLOGIES COM 42328H109 3,243,814 24,975 0.78 144,966 -0.69 0.0029
2024-03-11 2023-12-31 13F/A-1 HELIOS TECHNOLOGIES COM 42328H109 3,218,839 88,656 2.83 145,974 -15.94 0.0032
2024-02-14 2023-12-31 13F HELIOS TECHNOLOGIES COM 42328H109 3,218,839 88,656 145,974 0.0028
2023-12-18 2023-09-30 13F/A-1 HELIOS TECHNOLOGIES COM 42328H109 3,130,183 21,983 0.71 173,663 -15.46 0.0043
2023-11-14 2023-09-30 13F HELIOS TECHNOLOGIES COM 42328H109 3,130,183 21,983 173,663 0.0008
2023-08-14 2023-06-30 13F HELIOS TECHNOLOGIES COM 42328H109 3,108,200 -811 -0.03 205,421 1.03 0.0049
2023-07-14 2023-03-31 13F/A-1 HELIOS TECHNOLOGIES COM 42328H109 3,109,011 37,464 1.22 203,329 21.60 0.0052
2023-05-15 2023-03-31 13F HELIOS TECHNOLOGIES COM 42328H109 3,109,011 37,464 203,329 0.0011
2023-02-10 2022-12-31 13F HELIOS TECHNOLOGIES COM 42328H109 3,071,547 31,567 1.04 167,215 8.71 0.0046
2022-11-14 2022-09-30 13F HELIOS TECHNOLOGIES COM 42328H109 3,039,980 21,314 0.71 153,823 -23.08 0.0045
2022-08-12 2022-06-30 13F HELIOS TECHNOLOGIES COM 42328H109 3,018,666 272,361 9.92 199,987 -9.26 0.0056
2022-05-13 2022-03-31 13F HELIOS TECHNOLOGIES COM 42328H109 2,746,305 -2,856 -0.10 220,390 -23.77 0.0052
2022-02-14 2021-12-31 13F HELIOS TECHNOLOGIES COM 42328H109 2,749,161 -15,658 -0.57 289,129 27.36 0.0066
2021-11-12 2021-09-30 13F HELIOS TECHNOLOGIES COM 42328H109 2,764,819 39,942 1.47 227,020 6.74 0.0056
2021-08-13 2021-06-30 13F HELIOS TECHNOLOGIES COM 42328H109 2,724,877 19,920 0.74 212,676 7.90 0.0053
2021-05-14 2021-03-31 13F HELIOS TECHNOLOGIES COM 42328H109 2,704,957 66,870 2.53 197,110 40.21 0.0053
2021-02-12 2020-12-31 13F HELIOS TECHNOLOGIES COM 42328H109 2,638,087 96,277 3.79 140,584 51.94 0.0041
2020-11-16 2020-09-30 13F HELIOS TECHNOLOGIES COM 42328H109 2,541,810 -120,280 -4.52 92,523 -6.70 0.0031
2020-08-14 2020-06-30 13F HELIOS TECHNOLOGIES COM 42328H109 2,662,090 -27,190 -1.01 99,163 -2.76 0.0035
2020-05-15 2020-03-31 13F HELIOS TECHNOLOGIES COM 42328H109 2,689,280 24,340 0.91 101,977 -17.23 0.0043
2020-02-14 2019-12-31 13F HELIOS TECHNOLOGIES COM 42328H109 2,664,940 6,314 0.24 123,199 14.22 0.0042
2019-11-14 2019-09-30 13F HELIOS TECHNOLOGIES COM 42328H109 2,658,626 51,390 1.97 107,860 -10.86 0.0040
2019-08-14 2019-06-30 13F HELIOS TECHNOLOGIES COM 42328H109 2,607,236 -12,472 -0.48 121,001 -0.69 0.0046
2019-05-15 2019-03-31 13F SUN HYDRAULICS COM 866942105 2,619,708 82,572 3.25 121,843 44.69 0.0048
2019-02-14 2018-12-31 13F SUN HYDRAULICS COM 866942105 2,537,136 44,166 1.77 84,208 -38.34 0.0038
2018-12-13 2018-09-30 13F/A-2 SUN HYDRAULICS COM 866942105 2,492,970 62,761 2.58 136,565 16.61 0.0053
2018-11-23 2018-09-30 13F/A-1 SUN HYDRAULICS COM 866942105 2,492,970 0 136,565 0.0053
2018-11-14 2018-09-30 13F SUN HYDRAULICS COM 866942105 2,492,970 62,761 136,565
2018-08-14 2018-06-30 13F SUN HYDRAULICS COM 866942105 2,430,209 61,581 2.60 117,112 -7.69 0.0049
2018-05-15 2018-03-31 13F SUN HYDRAULICS COM 866942105 2,368,628 359,088 17.87 126,864 -2.41 0.0055
2018-02-14 2017-12-31 13F SUN HYDRAULICS COM 866942105 2,009,540 107,872 5.67 129,997 26.59 0.0057
2017-11-14 2017-09-30 13F SUN HYDRAULICS COM 866942105 1,901,668 21,578 1.15 102,691 28.01 0.0048
2017-08-24 2017-06-30 13F/A-1 SUN HYDRAULICS COM 866942105 1,880,090 73,703 4.08 80,223 22.99 0.0040
2017-08-11 2017-06-30 13F SUN HYDRAULICS COM 866942105 1,880,090 73,703 80,223
2017-05-12 2017-03-31 13F SUN HYDRAULICS COM 866942105 1,806,387 76,652 4.43 65,229 -5.65 0.0034
2017-02-14 2016-12-31 13F SUN HYDRAULICS COM 866942105 1,729,735 41,303 2.45 69,137 26.89 0.0039
2016-11-14 2016-09-30 13F SUN HYDRAULICS COM 866942105 1,688,432 35,719 2.16 54,486 11.04 0.0032
2016-08-10 2016-06-30 13F SUN HYDRAULICS COM 866942105 1,652,713 27,122 1.67 49,069 -9.05 0.0030
2016-05-13 2016-03-31 13F SUN HYDRAULICS COM 866942105 1,625,591 57,720 3.68 53,953 8.45 0.0035
2016-02-08 2015-12-31 13F SUN HYDRAULICS COM 866942105 1,567,871 38,455 2.51 49,749 18.41 0.0033
2015-11-12 2015-09-30 13F/A-1 SUN HYDRAULICS COM 866942105 1,529,416 37,547 2.52 42,013 -26.11 0.0018
2015-08-13 2015-06-30 13F SUN HYDRAULICS COM 866942105 1,491,869 45,210 3.13 56,855 -4.98 0.0038
2015-05-15 2015-03-31 13F/A-1 SUN HYDRAULICS COM 866942105 1,446,659 67,750 4.91 59,833 10.19 0.0041
2015-05-14 2015-03-31 13F SUN HYDRAULICS COM 866942105 1,446,659 59,833
2015-02-12 2014-12-31 13F SUN HYDRAULICS COM 866942105 1,378,909 11,569 0.85 54,301 5.65 0.0039
2014-11-12 2014-09-30 13F SUN HYDRAULICS COM 866942105 1,367,340 7,368 0.54 51,398 -6.91 0.0040
2014-08-11 2014-06-30 13F SUN HYDRAULICS COM 866942105 1,359,972 -6,892 -0.50 55,215 -6.73 0.0044
2014-05-13 2014-03-31 13F SUN HYDRAULICS COM 866942105 1,366,864 55,105 4.20 59,199 10.53 0.0050
2014-02-12 2013-12-31 13F SUN HYDRAULICS COM 866942105 1,311,759 77,008 6.24 53,559 19.66 0.0047
2013-11-07 2013-09-30 13F SUN HYDRAULICS COM 866942105 1,234,751 52,992 4.48 44,760 21.09 0.0044
2013-08-13 2013-06-30 13F SUN HYDRAULICS COM 866942105 1,181,759 1,181,759 36,965 0.0039
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.