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Helios Technologies (HLIO) Institutional Ownership

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$34.44 +0.29 (+0.83%)
As of 01:31 PM Eastern
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Institutional Ownership Changes (13F Filings) for Helios Technologies (NASDAQ:HLIO)

Current
Institutional Ownership
Percentage
94.72%
Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$279.84M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$224.74M
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HLIO Institutional Buying and Selling by Quarter

Helios Technologies Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/15/2025Sara Bay Financial1,214,181$40.52M14.5%-0.1%3.643%
7/2/2025 Central Pacific Bank Trust Division8,503$284K0.0%+30.9%0.026%
6/27/2025Goldman Sachs Group Inc.143,810$4.62M0.0%+14.2%0.431%
6/18/2025Voya Investment Management LLC9,260$297K0.0%-97.9%0.028%
6/3/2025Inspire Investing LLC10,688$343K0.0%+19.4%0.032%
5/19/2025Jane Street Group LLC56,606$1.82M0.0%+198.2%0.170%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC70,936$2.28M0.0%+14.6%0.213%
5/16/2025Goldman Sachs Group Inc.143,810$4.62M0.0%+14.2%0.431%
5/16/2025Dynamic Technology Lab Private Ltd16,576$532K0.1%-18.3%0.050%
5/16/2025Petrus Trust Company LTA14,717$472K0.0%N/A0.044%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.19,771$634K0.0%+4.6%0.059%
5/15/2025EP Wealth Advisors LLC7,077$227K0.0%N/A0.021%
5/15/2025Royal Bank of Canada89,391$2.87M0.0%+0.6%0.268%
5/15/2025Quarry LP1,023$33K0.0%+406.4%0.003%
5/14/2025B. Metzler seel. Sohn & Co. AG41,705$1.34M0.0%-2.1%0.125%
5/14/2025Keeley Teton Advisors LLC159,336$5.11M0.6%+4.5%0.478%
5/14/2025Ceredex Value Advisors LLC350,500$11.25M0.2%+59.4%1.052%
5/14/2025Comerica Bank160,347$5.15M0.0%-0.8%0.481%
5/14/2025MetLife Investment Management LLC344,505$11.06M0.1%+1,593.9%1.034%
5/14/2025Jump Financial LLC14,572$468K0.0%N/A0.044%
5/14/2025Advantage Alpha Capital Partners LP56,295$1.81M0.4%+32.9%0.169%
5/14/2025T. Rowe Price Investment Management Inc.568,017$18.23M0.0%-0.2%1.704%
5/14/2025EntryPoint Capital LLC11,601$372K0.2%+52.5%0.035%
5/14/2025Credit Agricole S A25,000$802K0.0%N/A0.075%
5/14/2025Quantbot Technologies LP16,717$536K0.0%N/A0.050%
5/14/2025Wellington Management Group LLP1,106,921$35.52M0.0%-24.4%3.321%
5/13/2025Northern Trust Corp312,283$10.02M0.0%-3.2%0.937%
5/13/2025Raymond James Financial Inc.245,274$7.87M0.0%+42.3%0.736%
5/13/2025American Century Companies Inc.70,549$2.26M0.0%+17.9%0.212%
5/13/2025Russell Investments Group Ltd.1,311$42K0.0%+7,183.3%0.004%
5/12/2025Nuveen LLC86,348$2.77M0.0%N/A0.259%
5/12/2025Invesco Ltd.53,653$1.72M0.0%-5.4%0.161%
5/12/2025Swiss National Bank64,400$2.07M0.0%-1.1%0.193%
5/9/2025Deutsche Bank AG28,451$913K0.0%-8.7%0.085%
5/9/2025Charles Schwab Investment Management Inc.429,860$13.79M0.0%+7.8%1.290%
5/9/2025Vanguard Group Inc.3,296,258$105.78M0.0%-1.0%9.889%
5/8/2025US Bancorp DE11,495$369K0.0%+71.4%0.034%
5/8/2025Natixis Advisors LLC68,553$2.20M0.0%+24.3%0.206%
5/8/2025XTX Topco Ltd10,693$343K0.0%N/A0.032%
5/8/2025GSA Capital Partners LLP16,991$545K0.0%N/A0.051%
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5/6/2025Royce & Associates LP437,629$14.04M0.2%+0.7%1.313%
5/6/2025Diamond Hill Capital Management Inc.257,251$8.26M0.0%+11.0%0.772%
5/6/2025Pinnacle Associates Ltd.17,742$569K0.0%+55.4%0.053%
5/1/2025Rice Hall James & Associates LLC55,984$1.80M0.1%N/A0.168%
5/1/2025New York State Common Retirement Fund348,448$11.18M0.0%-11.4%1.045%
4/29/2025Envestnet Asset Management Inc.121,779$3.91M0.0%+30.3%0.365%
4/29/2025Bank of New York Mellon Corp347,407$11.15M0.0%-33.1%1.042%
4/25/2025KBC Group NV805$26K0.0%N/A0.002%
4/23/2025GHP Investment Advisors Inc.39,877$1.28M0.1%+3.0%0.120%
4/23/2025Oppenheimer Asset Management Inc.34,639$1.11M0.0%+9.3%0.104%
4/18/2025Cardinal Capital Management25,310$812K0.1%+9.0%0.076%
4/17/2025Conestoga Capital Advisors LLC1,971,463$63.26M1.0%-0.8%5.921%
4/17/2025Vaughan Nelson Investment Management L.P.789,915$25.35M0.3%+9.6%2.372%
4/15/2025SG Americas Securities LLC9,859$316K0.0%-26.9%0.030%
4/14/2025Clean Yield Group9,657$310K0.1%-12.0%0.029%
4/11/2025Sara Bay Financial1,215,181$39.21M17.3%-0.2%3.650%
4/11/2025 Procyon Advisors LLC10,267$329K0.0%+8.4%0.031%
4/7/2025 GAMMA Investing LLC4,653$145K0.0%+2,361.9%0.014%
3/24/2025Wellington Management Group LLP1,463,265$65.32M0.0%-27.7%4.395%
3/18/2025California State Teachers Retirement System31,066$1.39M0.0%-1.0%0.093%
2/18/2025Barrow Hanley Mewhinney & Strauss LLC957,983$42.76M0.1%-4.1%2.882%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC61,895$2.76M0.0%+0.9%0.186%
2/17/2025Voloridge Investment Management LLC44,648$1.99M0.0%-54.7%0.134%
2/17/2025Two Sigma Advisers LP84,300$3.76M0.0%-5.3%0.254%
2/17/2025Two Sigma Investments LP116,450$5.20M0.0%-0.7%0.350%
2/17/2025State of Wyoming3,600$161K0.0%-17.1%0.011%
2/17/2025Sapience Investments LLC39,447$1.76M1.0%-14.1%0.119%
2/17/2025Sherbrooke Park Advisers LLC7,750$346K0.1%-38.9%0.023%
2/17/2025Silvercrest Asset Management Group LLC185,459$8.28M0.1%-0.5%0.558%
2/17/2025ProShare Advisors LLC9,364$418K0.0%+49.0%0.028%
2/17/2025Nuveen Asset Management LLC86,348$3.86M0.0%-1.3%0.260%
2/17/2025Numerai GP LLC7,937$354K0.1%-77.1%0.024%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.18,909$844K0.0%+3.6%0.057%
2/17/2025Janus Henderson Group PLC637,703$28.47M0.0%+0.9%1.918%
2/17/2025Frontier Capital Management Co. LLC180,890$8.08M0.1%-38.9%0.544%
2/17/2025D. E. Shaw & Co. Inc.7,113$318K0.0%-70.7%0.021%
2/17/2025Deutsche Bank AG31,174$1.39M0.0%+51.6%0.094%
2/17/2025Bank of America Corp DE784,509$35.02M0.0%-0.9%2.360%
2/17/2025BNP Paribas Financial Markets4,022$180K0.0%-69.3%0.012%
2/17/2025Ameriprise Financial Inc.157,551$7.03M0.0%+16.8%0.474%
2/14/2025Jane Street Group LLC18,982$847K0.0%-19.6%0.057%
2/14/2025Comerica Bank161,610$7.21M0.0%+1.3%0.486%
2/14/2025Northern Trust Corp322,472$14.40M0.0%+9.4%0.970%
2/14/2025The Manufacturers Life Insurance Company16,087$718K0.0%-5.7%0.048%
2/14/2025Aquatic Capital Management LLC3,732$167K0.0%+148.8%0.011%
2/14/2025Voya Investment Management LLC450,429$20.11M0.0%+25.1%1.355%
2/14/2025T. Rowe Price Investment Management Inc.569,169$25.41M0.0%+0.4%1.712%
2/14/2025Price T Rowe Associates Inc. MD30,790$1.38M0.0%+7.7%0.093%
2/14/2025Spartan Fund Management Inc.9,000$402K1.5%N/A0.027%
2/14/2025Dark Forest Capital Management LP4,802$214K0.0%N/A0.014%
This Cold War “Accident” Could Unleash New $100 Trillion AI Boom (Ad)

Obscure Metal More Valuable than Gold and Bitcoin… COMBINED? This strange "AI Metal" holds the key to the $100 trillion AI boom. Which is why Jeff Brown recently traveled to a location that has one of the highest concentrations of this metal in the world. And you won't believe what he uncovered.

Click here to see the details because this could be the biggest tech story of this decade.
2/14/2025Susquehanna International Group LLP39,204$1.75M0.0%+49.0%0.118%
2/14/2025Hsbc Holdings PLC14,323$638K0.0%N/A0.043%
2/14/2025Stifel Financial Corp49,936$2.23M0.0%-1.2%0.150%
2/14/2025Tower Research Capital LLC TRC1,124$50K0.0%-90.9%0.003%
2/14/2025MetLife Investment Management LLC20,338$908K0.0%+5.8%0.061%
2/14/2025Mesirow Institutional Investment Management Inc.332,729$14.85M1.1%+25.0%1.001%
2/14/2025Ostrum Asset Management17,070$762K0.1%N/A0.051%
2/14/2025Dimensional Fund Advisors LP1,438,786$64.23M0.0%+5.8%4.328%
2/14/2025First Trust Advisors LP29,715$1.33M0.0%+133.3%0.089%
2/13/2025Marshall Wace LLP88,470$3.95M0.0%-23.6%0.266%
(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, 179 institutional investors and hedge funds held shares of Helios Technologies. The most heavily invested institutionals were Wasatch Advisors LP ($158.28M), Vanguard Group Inc. ($105.78M), Brown Capital Management LLC ($86.50M), Thrivent Financial for Lutherans ($82.22M), Dimensional Fund Advisors LP ($64.23M), Conestoga Capital Advisors LLC ($63.26M), and Barrow Hanley Mewhinney & Strauss LLC ($42.76M).Learn more on Helios Technologies' 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 146 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 ($2.01M), Barrow Hanley Mewhinney & Strauss LLC ($898.42K), Conestoga Capital Advisors LLC ($809.25K), Vaughan Nelson Investment Management L.P. ($789.92K), Thrivent Financial for Lutherans ($754.06K), Ceredex Value Advisors LLC ($550.73K), and Raymond James Financial Inc. ($417.66K).

How much institutional buying is happening at Helios Technologies?

Institutional investors have bought a total of 6,410,015 shares in the last 24 months. This purchase volume represents approximately $279.84M in transactions.

Which of Helios Technologies' major shareholders have been selling company stock?

Of the 65 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 ($2.35M), Wasatch Advisors LP ($643.83K), Voya Investment Management LLC ($441.17K), Conestoga Capital Advisors LLC ($305.08K), Ceredex Value Advisors LLC ($205.35K), Bank of New York Mellon Corp ($172.12K), and Brown Capital Management LLC ($169.37K).

How much institutional selling is happening at Helios Technologies?

Institutional investors have sold a total of 5,178,937 shares in the last 24 months. This volume of shares sold represents approximately $224.74M in transactions.


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This page (NASDAQ:HLIO) was last updated on 7/16/2025 by MarketBeat.com Staff
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