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Helios Technologies (HLIO) Institutional Ownership

Helios Technologies logo
$52.68 -0.13 (-0.25%)
Closing price 09/3/2025 03:59 PM Eastern
Extended Trading
$52.82 +0.14 (+0.26%)
As of 09/3/2025 07:28 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
112
Total
Institutional Inflows
(last 12 months)
$292.89M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$356.61M
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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
8/27/2025 Squarepoint Ops LLC126,157$4.21M0.0%+146.8%0.381%
8/26/2025 Thrivent Financial for Lutherans1,418,312$47.33M0.1%-19.4%4.278%
8/19/2025 State of Wyoming1,502$50K0.0%-59.9%0.005%
8/15/2025 Tower Research Capital LLC TRC 4,239$141K0.0%+39.3%0.013%
8/15/2025 Captrust Financial Advisors13,395$447K0.0%N/A0.040%
8/15/2025 Wasatch Advisors LP811,144$27.07M0.1%-76.2%2.447%
8/15/2025 Engineers Gate Manager LP49,906$1.67M0.0%+321.1%0.151%
8/15/2025 Cubist Systematic Strategies LLC168,651$5.63M0.0%N/A0.509%
8/15/2025 BNP Paribas Financial Markets30,832$1.03M0.0%+1,451.7%0.093%
8/15/2025 Brevan Howard Capital Management LP6,694$223K0.0%N/A0.020%
8/15/2025 Balyasny Asset Management L.P.44,276$1.48M0.0%-13.0%0.134%
8/15/2025 Bank of America Corp DE932,366$31.11M0.0%+7.9%2.812%
8/15/2025 Ameriprise Financial Inc.367,141$12.25M0.0%+7.3%1.107%
8/14/2025 Jane Street Group LLC116,082$3.87M0.0%+105.1%0.350%
8/14/2025 California State Teachers Retirement System30,705$1.03M0.0%-1.2%0.093%
8/14/2025 Raymond James Financial Inc.181,161$6.05M0.0%-26.1%0.546%
8/14/2025 Quantinno Capital Management LP8,345$278K0.0%N/A0.025%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.18,184$607K0.0%-8.0%0.055%
8/14/2025 Squarepoint Ops LLC126,157$4.21M0.0%+146.8%0.381%
8/14/2025 Sei Investments Co.59,665$1.99M0.0%-68.1%0.180%
8/14/2025 Frontier Capital Management Co. LLC84,085$2.81M0.0%-16.8%0.254%
8/14/2025 Qube Research & Technologies Ltd8,370$279K0.0%N/A0.025%
8/13/2025 Gabelli Funds LLC97,859$3.27M0.0%N/A0.295%
8/13/2025 Gamco Investors INC. ET AL58,738$1.96M0.0%N/A0.177%
8/13/2025 Jump Financial LLC93,199$3.11M0.0%+539.6%0.281%
8/13/2025 Marshall Wace LLP64,232$2.14M0.0%-63.8%0.194%
8/13/2025 First Trust Advisors LP62,804$2.10M0.0%+99.1%0.189%
8/13/2025 Invesco Ltd.55,325$1.85M0.0%+3.1%0.167%
8/13/2025 Granite Investment Partners LLC127,895$4.27M0.2%-2.8%0.386%
8/13/2025 Arrowstreet Capital Limited Partnership287,702$9.60M0.0%+2,779.3%0.868%
8/13/2025 Quantbot Technologies LP31,668$1.06M0.0%+89.4%0.096%
8/13/2025 New York State Common Retirement Fund102,791$3.43M0.0%-70.5%0.310%
8/13/2025 Schroder Investment Management Group235,437$7.90M0.0%-0.4%0.710%
8/13/2025 Ceredex Value Advisors LLC417,950$13.95M0.3%+19.2%1.261%
8/13/2025 Advantage Alpha Capital Partners LP62,926$2.10M0.6%+11.8%0.190%
8/13/2025 Russell Investments Group Ltd.261,220$8.72M0.0%+19,825.2%0.788%
8/12/2025 XTX Topco Ltd17,804$594K0.0%+66.5%0.054%
8/12/2025 American Century Companies Inc.77,346$2.58M0.0%+9.6%0.233%
8/12/2025 Rhumbline Advisers53,359$1.78M0.0%+5.2%0.161%
8/12/2025 Legal & General Group Plc37,741$1.26M0.0%-0.9%0.114%
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8/12/2025 JPMorgan Chase & Co.90,426$3.02M0.0%+143.0%0.273%
8/12/2025 Swiss National Bank63,600$2.12M0.0%-1.2%0.192%
8/12/2025 Dynamic Technology Lab Private Ltd22,300$744K0.1%+34.5%0.067%
8/8/2025 Rockefeller Capital Management L.P.19,294$644K0.0%-95.4%0.058%
8/8/2025 Intech Investment Management LLC13,414$448K0.0%-40.9%0.040%
8/8/2025 Creative Planning31,062$1.04M0.0%N/A0.093%
8/8/2025 Geode Capital Management LLC789,981$26.37M0.0%+3.4%2.370%
8/7/2025 ProShare Advisors LLC6,804$227K0.0%-5.5%0.020%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.10,993$367K0.0%N/A0.033%
8/5/2025 GHP Investment Advisors Inc.39,215$1.31M0.1%-1.7%0.118%
8/4/2025 Pinnacle Associates Ltd.31,926$1.07M0.0%+79.9%0.096%
8/1/2025 Y Intercept Hong Kong Ltd25,421$848K0.0%N/A0.076%
8/1/2025 Envestnet Asset Management Inc.98,538$3.29M0.0%-19.1%0.296%
7/31/2025 AlphaQuest LLC5,243$175K0.0%N/A0.016%
7/30/2025 Conestoga Capital Advisors LLC1,954,386$65.22M1.0%-0.9%5.863%
7/29/2025 William Blair Investment Management LLC630,387$21.04M0.1%N/A1.891%
7/25/2025 CWM LLC1,652$55K0.0%+1,276.7%0.005%
7/24/2025 Inspire Investing LLC11,682$390K0.0%+9.3%0.035%
7/23/2025 KLP Kapitalforvaltning AS6,300$210K0.0%-14.9%0.019%
7/21/2025 Vaughan Nelson Investment Management L.P.605,367$20.20M0.2%-23.4%1.816%
7/17/2025 Clean Yield Group6,457$215K0.1%-33.1%0.019%
7/15/2025 Sara 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%
6/27/2025 Goldman Sachs Group Inc.143,810$4.62M0.0%+14.2%0.431%
6/18/2025 Voya Investment Management LLC9,260$297K0.0%-97.9%0.028%
6/3/2025 Inspire Investing LLC10,688$343K0.0%+19.4%0.032%
5/19/2025 Jane Street Group LLC56,606$1.82M0.0%+198.2%0.170%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC70,936$2.28M0.0%+14.6%0.213%
5/16/2025 Goldman Sachs Group Inc.143,810$4.62M0.0%+14.2%0.431%
5/16/2025 Dynamic Technology Lab Private Ltd16,576$532K0.1%-18.3%0.050%
5/16/2025 Petrus Trust Company LTA14,717$472K0.0%N/A0.044%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.19,771$634K0.0%+4.6%0.059%
5/15/2025 EP Wealth Advisors LLC7,077$227K0.0%N/A0.021%
5/15/2025 Royal Bank of Canada89,391$2.87M0.0%+0.6%0.268%
5/15/2025 Quarry LP1,023$33K0.0%+406.4%0.003%
5/14/2025 B. 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%
5/14/2025 Ceredex Value Advisors LLC350,500$11.25M0.2%+59.4%1.052%
5/14/2025 Comerica Bank160,347$5.15M0.0%-0.8%0.481%
5/14/2025 MetLife Investment Management LLC344,505$11.06M0.1%+1,593.9%1.034%
5/14/2025 Jump Financial LLC14,572$468K0.0%N/A0.044%
5/14/2025 Advantage Alpha Capital Partners LP56,295$1.81M0.4%+32.9%0.169%
5/14/2025 T. Rowe Price Investment Management Inc.568,017$18.23M0.0%-0.2%1.704%
5/14/2025 EntryPoint Capital LLC11,601$372K0.2%+52.5%0.035%
5/14/2025Credit Agricole S A25,000$802K0.0%N/A0.075%
5/14/2025 Quantbot Technologies LP16,717$536K0.0%N/A0.050%
5/14/2025 Wellington Management Group LLP1,106,921$35.52M0.0%-24.4%3.321%
5/13/2025 Northern Trust Corp312,283$10.02M0.0%-3.2%0.937%
5/13/2025 Raymond James Financial Inc.245,274$7.87M0.0%+42.3%0.736%
5/13/2025 American Century Companies Inc.70,549$2.26M0.0%+17.9%0.212%
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5/13/2025 Russell Investments Group Ltd.1,311$42K0.0%+7,183.3%0.004%
5/12/2025 Nuveen LLC86,348$2.77M0.0%N/A0.259%
5/12/2025 Invesco Ltd.53,653$1.72M0.0%-5.4%0.161%
5/12/2025 Swiss National Bank64,400$2.07M0.0%-1.1%0.193%
5/9/2025 Deutsche Bank AG28,451$913K0.0%-8.7%0.085%
5/9/2025 Charles Schwab Investment Management Inc.429,860$13.79M0.0%+7.8%1.290%
5/9/2025 Vanguard Group Inc.3,296,258$105.78M0.0%-1.0%9.889%
5/8/2025 US Bancorp DE11,495$369K0.0%+71.4%0.034%
5/8/2025 Natixis Advisors LLC68,553$2.20M0.0%+24.3%0.206%
5/8/2025 XTX Topco Ltd10,693$343K0.0%N/A0.032%
(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, 183 institutional investors and hedge funds held shares of Helios Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($105.78M), Brown Capital Management LLC ($86.50M), Conestoga Capital Advisors LLC ($65.22M), Dimensional Fund Advisors LP ($64.23M), Thrivent Financial for Lutherans ($47.33M), Barrow Hanley Mewhinney & Strauss LLC ($42.76M), and Sara Bay Financial ($40.52M).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 153 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), Vaughan Nelson Investment Management L.P. ($789.92K), William Blair Investment Management LLC ($630.39K), Ceredex Value Advisors LLC ($618.18K), Thrivent Financial for Lutherans ($449.79K), and Raymond James Financial Inc. ($417.66K).

How much institutional buying is happening at Helios Technologies?

Institutional investors have bought a total of 7,370,819 shares in the last 24 months. This purchase volume represents approximately $292.89M in transactions.

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

Of the 70 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: Wasatch Advisors LP ($3.24M), Wellington Management Group LLP ($2.35M), Voya Investment Management LLC ($441.17K), Rockefeller Capital Management L.P. ($404.75K), Thrivent Financial for Lutherans ($340.32K), Conestoga Capital Advisors LLC ($320.03K), and New York State Common Retirement Fund ($318.29K).

How much institutional selling is happening at Helios Technologies?

Institutional investors have sold a total of 9,189,683 shares in the last 24 months. This volume of shares sold represents approximately $356.61M in transactions.


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This page (NASDAQ:HLIO) was last updated on 9/4/2025 by MarketBeat.com Staff
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