Helios Technologies (HLIO) Institutional Ownership

$36.78 -0.68 (-1.82%)

As of 01:55 PM Eastern

Current Institutional Ownership Percentage: 94.72%
Number of Institutional Buyers (last 12 months): 100
Total Institutional Inflows (last 12 months): $276.72M

Number of Institutional Sellers (last 12 months): 62
Total Institutional Outflows (last 12 months): $206.93M

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HLIO Institutional Buying and Selling by Quarter

Helios Technologies Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/18/2025	Barrow Hanley Mewhinney & Strauss LLC	957,983	$42.76M	0.1%	-4.1%	2.882%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	61,895	$2.76M	0.0%	+0.9%	0.186%
2/17/2025	Voloridge Investment Management LLC	44,648	$1.99M	0.0%	-54.7%	0.134%
2/17/2025	Two Sigma Advisers LP	84,300	$3.76M	0.0%	-5.3%	0.254%
2/17/2025	Two Sigma Investments LP	116,450	$5.20M	0.0%	-0.7%	0.350%
2/17/2025	State of Wyoming	3,600	$161K	0.0%	-17.1%	0.011%
2/17/2025	Sapience Investments LLC	39,447	$1.76M	1.0%	-14.1%	0.119%
2/17/2025	Sherbrooke Park Advisers LLC	7,750	$346K	0.1%	-38.9%	0.023%
2/17/2025	Silvercrest Asset Management Group LLC	185,459	$8.28M	0.1%	-0.5%	0.558%
2/17/2025	ProShare Advisors LLC	9,364	$418K	0.0%	+49.0%	0.028%
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2/17/2025	Nuveen Asset Management LLC	86,348	$3.86M	0.0%	-1.3%	0.260%
2/17/2025	Numerai GP LLC	7,937	$354K	0.1%	-77.1%	0.024%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	18,909	$844K	0.0%	+3.6%	0.057%
2/17/2025	Janus Henderson Group PLC	637,703	$28.47M	0.0%	+0.9%	1.918%
2/17/2025	Frontier Capital Management Co. LLC	180,890	$8.08M	0.1%	-38.9%	0.544%
2/17/2025	D. E. Shaw & Co. Inc.	7,113	$318K	0.0%	-70.7%	0.021%
2/17/2025	Deutsche Bank AG	31,174	$1.39M	0.0%	+51.6%	0.094%
2/17/2025	Bank of America Corp DE	784,509	$35.02M	0.0%	-0.9%	2.360%
2/17/2025	BNP Paribas Financial Markets	4,022	$180K	0.0%	-69.3%	0.012%
2/17/2025	Ameriprise Financial Inc.	157,551	$7.03M	0.0%	+16.8%	0.474%
2/14/2025	Jane Street Group LLC	18,982	$847K	0.0%	-19.6%	0.057%
2/14/2025	Comerica Bank	161,610	$7.21M	0.0%	+1.3%	0.486%
2/14/2025	Northern Trust Corp	322,472	$14.40M	0.0%	+9.4%	0.970%
2/14/2025	The Manufacturers Life Insurance Company	16,087	$718K	0.0%	-5.7%	0.048%
2/14/2025	Aquatic Capital Management LLC	3,732	$167K	0.0%	+148.8%	0.011%
2/14/2025	Voya Investment Management LLC	450,429	$20.11M	0.0%	+25.1%	1.355%
2/14/2025	T. Rowe Price Investment Management Inc.	569,169	$25.41M	0.0%	+0.4%	1.712%
2/14/2025	Price T Rowe Associates Inc. MD	30,790	$1.38M	0.0%	+7.7%	0.093%
2/14/2025	Spartan Fund Management Inc.	9,000	$402K	1.5%	N/A	0.027%
2/14/2025	Dark Forest Capital Management LP	4,802	$214K	0.0%	N/A	0.014%
2/14/2025	Susquehanna International Group LLP	39,204	$1.75M	0.0%	+49.0%	0.118%
2/14/2025	Hsbc Holdings PLC	14,323	$638K	0.0%	N/A	0.043%
2/14/2025	Stifel Financial Corp	49,936	$2.23M	0.0%	-1.2%	0.150%
2/14/2025	Tower Research Capital LLC TRC	1,124	$50K	0.0%	-90.9%	0.003%
2/14/2025	MetLife Investment Management LLC	20,338	$908K	0.0%	+5.8%	0.061%
2/14/2025	Mesirow Institutional Investment Management Inc.	332,729	$14.85M	1.1%	+25.0%	1.001%
2/14/2025	Ostrum Asset Management	17,070	$762K	0.1%	N/A	0.051%
2/14/2025	Dimensional Fund Advisors LP	1,438,786	$64.23M	0.0%	+5.8%	4.328%
2/14/2025	First Trust Advisors LP	29,715	$1.33M	0.0%	+133.3%	0.089%
2/13/2025	Marshall Wace LLP	88,470	$3.95M	0.0%	-23.6%	0.266%
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2/13/2025	Wasatch Advisors LP	3,545,604	$158.28M	0.8%	+0.1%	10.667%
2/13/2025	Ceredex Value Advisors LLC	219,900	$9.82M	0.2%	+150.2%	0.662%
2/13/2025	Keeley Teton Advisors LLC	152,507	$6.81M	0.8%	-2.1%	0.459%
2/13/2025	Barclays PLC	61,408	$2.74M	0.0%	+6.9%	0.185%
2/13/2025	Granite Investment Partners LLC	139,849	$6.24M	0.3%	-15.1%	0.421%
2/13/2025	Rockefeller Capital Management L.P.	249,738	$11.15M	0.0%	+362.8%	0.751%
2/13/2025	Raymond James Financial Inc.	172,389	$7.70M	0.0%	N/A	0.519%
2/13/2025	Renaissance Technologies LLC	24,175	$1.08M	0.0%	N/A	0.073%
2/13/2025	Invesco Ltd.	56,699	$2.53M	0.0%	+3.9%	0.171%
2/13/2025	Envestnet Asset Management Inc.	93,463	$4.17M	0.0%	+165.7%	0.281%
2/13/2025	Dynamic Technology Lab Private Ltd	20,280	$905K	0.1%	N/A	0.061%
2/13/2025	Wells Fargo & Company MN	17,055	$761K	0.0%	+43.2%	0.051%
2/12/2025	Trexquant Investment LP	17,455	$779K	0.0%	N/A	0.053%
2/12/2025	Geode Capital Management LLC	750,472	$33.51M	0.0%	-0.3%	2.258%
2/12/2025	B. Metzler seel. Sohn & Co. AG	42,591	$1.90M	0.0%	-12.6%	0.128%
2/12/2025	Wellington Management Group LLP	1,463,265	$65.32M	0.0%	-27.7%	4.402%
2/12/2025	Barrow Hanley Mewhinney & Strauss LLC	957,983	$42.76M	0.1%	-4.1%	2.882%
2/12/2025	Schroder Investment Management Group	246,746	$10.96M	0.0%	-23.9%	0.742%
2/12/2025	Norges Bank	86,297	$3.85M	0.0%	N/A	0.260%
2/12/2025	JPMorgan Chase & Co.	115,542	$5.16M	0.0%	+94.4%	0.348%
2/11/2025	EntryPoint Capital LLC	7,606	$340K	0.1%	-27.4%	0.023%
2/11/2025	Corebridge Financial Inc.	16,531	$738K	0.0%	-7.0%	0.050%
2/11/2025	Advantage Alpha Capital Partners LP	42,351	$1.89M	0.4%	-7.2%	0.127%
2/11/2025	Vanguard Group Inc.	3,328,127	$148.57M	0.0%	+0.4%	10.012%
2/11/2025	KLP Kapitalforvaltning AS	7,400	$330K	0.0%	N/A	0.022%
2/11/2025	Sei Investments Co.	187,176	$8.36M	0.0%	+5.8%	0.563%
2/11/2025	American Century Companies Inc.	59,816	$2.67M	0.0%	+23.5%	0.180%
2/11/2025	Intech Investment Management LLC	14,790	$660K	0.0%	+214.6%	0.044%
2/10/2025	Thrivent Financial for Lutherans	1,841,823	$82.22M	0.2%	+1.2%	5.541%
2/10/2025	Signaturefd LLC	687	$31K	0.0%	+71.8%	0.002%
2/10/2025	Royce & Associates LP	434,799	$19.41M	0.2%	+11.9%	1.308%
2/10/2025	Natixis Advisors LLC	55,151	$2.46M	0.0%	N/A	0.166%
2/10/2025	Diamond Hill Capital Management Inc.	231,675	$10.34M	0.0%	-18.9%	0.697%
2/10/2025	Commonwealth Equity Services LLC	11,577	$517K	0.0%	N/A	0.035%
2/7/2025	King Luther Capital Management Corp	70,733	$3.16M	0.0%	+0.4%	0.213%
2/7/2025	Amundi	1,408	$65K	0.0%	-35.6%	0.004%
2/6/2025	Raymond James Financial Inc.	172,389	$7.70M	0.0%	N/A	0.519%
2/6/2025	Charles Schwab Investment Management Inc.	398,899	$17.81M	0.0%	+9.3%	1.200%
2/5/2025	US Bancorp DE	6,705	$299K	0.0%	+321.2%	0.020%
2/5/2025	Oppenheimer Asset Management Inc.	31,688	$1.42M	0.0%	+2.9%	0.095%
2/4/2025	Bank of New York Mellon Corp	519,531	$23.19M	0.0%	+18.5%	1.563%
2/4/2025	Wrapmanager Inc.	6,502	$290K	0.1%	-21.4%	0.020%
2/3/2025	Handelsbanken Fonder AB	9,358	$418K	0.0%	+20.6%	0.028%
1/31/2025	Cardinal Capital Management	23,219	$1.04M	0.2%	+4.5%	0.070%
1/31/2025	Empower Advisory Group LLC	6,765	$302K	0.0%	+10.0%	0.020%
1/30/2025	Rhumbline Advisers	50,612	$2.26M	0.0%	+1.5%	0.152%
1/28/2025	Vaughan Nelson Investment Management L.P.	720,925	$32.18M	0.3%	+5,804.4%	2.169%
1/27/2025	GHP Investment Advisors Inc.	38,720	$1.73M	0.1%	+4.0%	0.116%
1/24/2025	Conestoga Capital Advisors LLC	1,986,528	$88.68M	1.2%	+15.5%	5.976%
1/17/2025	Inspire Investing LLC	8,955	$400K	0.0%	+3.5%	0.027%
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1/17/2025	SG Americas Securities LLC	13,479	$602K	0.0%	+16.0%	0.041%
1/15/2025	Ameritas Advisory Services LLC	7,048	$315K	0.0%	N/A	0.021%
1/15/2025	Sara Bay Financial	1,217,467	$54.08M	20.0%	+25.5%	3.662%
1/15/2025	Procyon Advisors LLC	9,468	$423K	0.0%	-12.0%	0.028%
12/26/2024	JPMorgan Chase & Co.	59,429	$2.84M	0.0%	-23.7%	0.179%
11/16/2024	Geode Capital Management LLC	752,544	$35.90M	0.0%	+1.1%	2.264%
11/15/2024	Barclays PLC	57,451	$2.74M	0.0%	+230.1%	0.173%
11/15/2024	Jane Street Group LLC	23,605	$1.13M	0.0%	-48.1%	0.071%
11/15/2024	Wellington Management Group LLP	2,022,724	$96.48M	0.0%	-30.1%	6.085%
11/15/2024	State Street Corp	773,777	$36.91M	0.0%	+0.6%	2.328%

(Data available from 1/1/2016 forward)

HLIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HLIO shares?: During the previous two years, 178 institutional investors and hedge funds held shares of Helios Technologies. The most heavily invested institutionals were Wasatch Advisors LP ($158.28M), Vanguard Group Inc. ($148.57M), Conestoga Capital Advisors LLC ($88.68M), Brown Capital Management LLC ($86.50M), Thrivent Financial for Lutherans ($82.22M), Wellington Management Group LLP ($65.32M), and Dimensional Fund Advisors LP ($64.23M).Learn more on HLIO's institutional investors.
What percentage of Helios Technologies stock is owned by institutional investors?: 94.72% of Helios Technologies stock is owned by institutional investors. Learn more on HLIO's institutional investor holdings.
Which institutional investors have been buying Helios Technologies stock?: Of the 147 institutional investors that purchased Helios Technologies stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($2.05M), Barrow Hanley Mewhinney & Strauss LLC ($898.42K), Conestoga Capital Advisors LLC ($820.93K), Thrivent Financial for Lutherans ($754.06K), Vaughan Nelson Investment Management L.P. ($720.93K), Ceredex Value Advisors LLC ($420.13K), and Raymond James Financial Inc. ($344.78K).

How much institutional buying is happening at Helios Technologies?: Institutional investors have bought a total of 11,069,743 shares in the last 24 months. This purchase volume represents approximately $548.56M in transactions.
Which Helios Technologies major shareholders have been selling company stock?: Of the 89 institutional investors that sold Helios Technologies stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($1.43M), Wasatch Advisors LP ($1.21M), Brown Capital Management LLC ($1.11M), Conestoga Capital Advisors LLC ($389.95K), Ceredex Value Advisors LLC ($205.35K), Frontier Capital Management Co. LLC ($115.40K), and Federated Hermes Inc. ($109.84K).
How much institutional selling is happening at Helios Technologies?: Institutional investors have sold a total of 5,588,990 shares in the last 24 months. This volume of shares sold represents approximately $276.03M in transactions.

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This page (NASDAQ:HLIO) was last updated on 3/6/2025 by MarketBeat.com Staff

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Helios Technologies (HLIO) Institutional Ownership

HLIO Institutional Buying and Selling by Quarter

Helios Technologies Major Shareholders & Ownership History

HLIO Institutional Ownership - Frequently Asked Questions

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Helios Technologies (HLIO) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Helios Technologies (NASDAQ:HLIO)

HLIO Institutional Buying and Selling by Quarter

Helios Technologies Major Shareholders & Ownership History

HLIO Institutional Ownership - Frequently Asked Questions

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