Who owns HLIO
246 institutions reported holding HLIO for 2026Q1, together 97% of the company, more than the 212 a quarter earlier.
246
Institutions reporting a position · as of 2026Q1 · up from 212 the quarter before
- Shares held by institutions
- 32.3M
Shares held by institutions · 97% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $2.09B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 30%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 28
- New positions
- 50
- Positions exited
- 23
- Added to
- 74
- Reduced
- 71
- Top 10 holdersof the company
- 45%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 246 | 32.3M | $2.09B |
| 2025Q4 | 212 | 32.7M | $1.75B |
| 2025Q3 | 199 | 32.8M | $1.71B |
| 2025Q2 | 184 | 31.6M | $1.06B |
| 2025Q1 | 181 | 32.4M | $1.04B |
| 2024Q4 | 171 | 32.7M | $1.46B |
| 2024Q3 | 174 | 31.6M | $1.51B |
| 2024Q2 | 170 | 31.8M | $1.52B |
| 2024Q1 | 177 | 31.0M | $1.38B |
| 2023Q4 | 165 | 31.1M | $1.41B |
| 2023Q3 | 152 | 31.1M | $1.72B |
| 2023Q2 | 167 | 30.7M | $2.02B |
| 2023Q1 | 173 | 30.2M | $1.98B |
| 2022Q4 | 166 | 30.1M | $1.64B |
| 2022Q3 | 167 | 29.9M | $1.51B |
| 2022Q2 | 161 | 30.2M | $2.00B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| VANGUARD GROUP INC | 3.2M | 9.8% | $210M |
| BlackRock Inc. | 2.4M | 7.3% | $158M |
| DIMENSIONAL FUND ADVISORS LP | 1.6M | 4.9% | $105M |
| Conestoga Capital Advisors, LLC | 1.3M | 4.0% | $86M |
| WELLINGTON MANAGEMENT GROUP LLP | 1.3M | 3.9% | $85M |
| Sara-Bay Financial | 1.2M | 3.5% | $75M |
| JENNISON ASSOCIATES LLC | 1.0M | 3.1% | $67M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0.9M | 2.8% | $60M |
| Thrivent Financial for Lutherans | 0.9M | 2.8% | $60M |
| GEODE CAPITAL MANAGEMENT LLC | 0.8M | 2.5% | $54M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
reading the register…
Specialty Industrial Machinery
Ranks #26 of 44 by Smart Score