Free Trial
→ Silicon Valley Gold Rush (From Stansberry Research) (Ad) Buy HLIO Stock  Free HLIO Stock Alerts

Helios Technologies (HLIO) Institutional Ownership

Helios Technologies logo
$27.60 +0.34 (+1.25%)
As of 02:50 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
94.72%
Number of
Institutional Buyers
(last 12 months)
99
Total
Institutional Inflows
(last 12 months)
$259.65M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$239.55M
Get HLIO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Helios Technologies stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HLIO Institutional Buying and Selling by Quarter

Helios Technologies Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025New York State Common Retirement Fund348,448$11.18M0.0%-11.4%1.045%
4/29/2025 Envestnet Asset Management Inc.121,779$3.91M0.0%+30.3%0.365%
4/29/2025 Bank of New York Mellon Corp347,407$11.15M0.0%-33.1%1.042%
4/25/2025 KBC Group NV805$26K0.0%N/A0.002%
4/23/2025 GHP Investment Advisors Inc.39,877$1.28M0.1%+3.0%0.120%
4/23/2025 Oppenheimer Asset Management Inc.34,639$1.11M0.0%+9.3%0.104%
4/18/2025 Cardinal Capital Management25,310$812K0.1%+9.0%0.076%
4/17/2025 Conestoga Capital Advisors LLC1,971,463$63.26M1.0%-0.8%5.921%
4/17/2025 Vaughan Nelson Investment Management L.P.789,915$25.35M0.3%+9.6%2.372%
4/15/2025 SG Americas Securities LLC9,859$316K0.0%-26.9%0.030%
4/14/2025 Clean Yield Group9,657$310K0.1%-12.0%0.029%
4/11/2025 Sara 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 Company 16,087$718K0.0%-5.7%0.048%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
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%
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 TRC 1,124$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%
2/13/2025Wasatch Advisors LP3,545,604$158.28M0.8%+0.1%10.667%
2/13/2025Ceredex Value Advisors LLC219,900$9.82M0.2%+150.2%0.662%
2/13/2025Keeley Teton Advisors LLC152,507$6.81M0.8%-2.1%0.459%
2/13/2025Barclays PLC61,408$2.74M0.0%+6.9%0.185%
2/13/2025Granite Investment Partners LLC139,849$6.24M0.3%-15.1%0.421%
2/13/2025Rockefeller Capital Management L.P.249,738$11.15M0.0%+362.8%0.751%
2/13/2025Raymond James Financial Inc.172,389$7.70M0.0%N/A0.519%
2/13/2025Renaissance Technologies LLC24,175$1.08M0.0%N/A0.073%
2/13/2025Invesco Ltd.56,699$2.53M0.0%+3.9%0.171%
2/13/2025 Envestnet Asset Management Inc.93,463$4.17M0.0%+165.7%0.281%
2/13/2025Dynamic Technology Lab Private Ltd20,280$905K0.1%N/A0.061%
2/13/2025Wells Fargo & Company MN17,055$761K0.0%+43.2%0.051%
2/12/2025Trexquant Investment LP17,455$779K0.0%N/A0.053%
2/12/2025Geode Capital Management LLC750,472$33.51M0.0%-0.3%2.258%
2/12/2025B. Metzler seel. Sohn & Co. AG42,591$1.90M0.0%-12.6%0.128%
2/12/2025Wellington Management Group LLP1,463,265$65.32M0.0%-27.7%4.402%
2/12/2025Barrow Hanley Mewhinney & Strauss LLC957,983$42.76M0.1%-4.1%2.882%
2/12/2025Schroder Investment Management Group246,746$10.96M0.0%-23.9%0.742%
2/12/2025Norges Bank86,297$3.85M0.0%N/A0.260%
2/12/2025JPMorgan Chase & Co.115,542$5.16M0.0%+94.4%0.348%
2/11/2025EntryPoint Capital LLC7,606$340K0.1%-27.4%0.023%
2/11/2025Corebridge Financial Inc.16,531$738K0.0%-7.0%0.050%
2/11/2025Advantage Alpha Capital Partners LP42,351$1.89M0.4%-7.2%0.127%
2/11/2025Vanguard Group Inc.3,328,127$148.57M0.0%+0.4%10.012%
2/11/2025KLP Kapitalforvaltning AS7,400$330K0.0%N/A0.022%
2/11/2025Sei Investments Co.187,176$8.36M0.0%+5.8%0.563%
2/11/2025American Century Companies Inc.59,816$2.67M0.0%+23.5%0.180%
2/11/2025Intech Investment Management LLC14,790$660K0.0%+214.6%0.044%
2/10/2025Thrivent Financial for Lutherans1,841,823$82.22M0.2%+1.2%5.541%
2/10/2025Signaturefd LLC687$31K0.0%+71.8%0.002%
2/10/2025Royce & Associates LP434,799$19.41M0.2%+11.9%1.308%
2/10/2025Natixis Advisors LLC55,151$2.46M0.0%N/A0.166%
2/10/2025Diamond Hill Capital Management Inc.231,675$10.34M0.0%-18.9%0.697%
2/10/2025Commonwealth Equity Services LLC11,577$517K0.0%N/A0.035%
Trump announcement boosts “next Bitcoin” (Ad)

President Trump just made his first big crypto move ... Announcing the creation of a national strategic reserve for Bitcoin and Ethereum. But there's something else going on here …

To learn more about this next Bitcoin — click here before another proclamation by Trump sends the pr
2/7/2025King Luther Capital Management Corp70,733$3.16M0.0%+0.4%0.213%
2/7/2025Amundi1,408$65K0.0%-35.6%0.004%
2/6/2025Raymond James Financial Inc.172,389$7.70M0.0%N/A0.519%
2/6/2025Charles Schwab Investment Management Inc.398,899$17.81M0.0%+9.3%1.200%
2/5/2025US Bancorp DE6,705$299K0.0%+321.2%0.020%
2/5/2025 Oppenheimer Asset Management Inc.31,688$1.42M0.0%+2.9%0.095%
2/4/2025 Bank of New York Mellon Corp519,531$23.19M0.0%+18.5%1.563%
2/4/2025Wrapmanager Inc.6,502$290K0.1%-21.4%0.020%
2/3/2025 Handelsbanken Fonder AB9,358$418K0.0%+20.6%0.028%
1/31/2025 Cardinal Capital Management23,219$1.04M0.2%+4.5%0.070%
(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, 177 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), Brown Capital Management LLC ($86.50M), Thrivent Financial for Lutherans ($82.22M), Wellington Management Group LLP ($65.32M), Dimensional Fund Advisors LP ($64.23M), and Conestoga Capital Advisors LLC ($63.26M).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 145 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 ($809.25K), Vaughan Nelson Investment Management L.P. ($789.92K), Thrivent Financial for Lutherans ($754.06K), 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 10,976,588 shares in the last 24 months. This purchase volume represents approximately $538.81M in transactions.

Which Helios Technologies major shareholders have been selling company stock?

Of the 90 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 ($1.99M), Wasatch Advisors LP ($1.21M), Brown Capital Management LLC ($1.11M), Conestoga Capital Advisors LLC ($405.01K), Ceredex Value Advisors LLC ($205.35K), Bank of New York Mellon Corp ($186.46K), and Frontier Capital Management Co. LLC ($115.40K).

How much institutional selling is happening at Helios Technologies?

Institutional investors have sold a total of 6,372,922 shares in the last 24 months. This volume of shares sold represents approximately $307.71M in transactions.


Related Companies

This page (NASDAQ:HLIO) was last updated on 5/1/2025 by MarketBeat.com Staff
From Our Partners
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
This Is How Empires Fall
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
Blackrock’s Sending THIS Crypto Higher on Purpose
While everyone's distracted by Bitcoin's moves, a stealth revolution is underway. One altcoin is quietly po...
Crypto 101 Media | Sponsored
Elon Musk’s next move from the Oval Office?
No one is closer to President Trump than Tesla CEO Elon Musk. He's been dubbed Trump's "first buddy." Tr...
Weiss Ratings | Sponsored
Is he more powerful than Trump?
Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out n...
Porter & Company | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Trump and Buffett Are Quietly Leading America’s Gold Revival
The “Buffett Indicator” Predicts Gold Set To Dominate for Next Decade Each time the Buffett Indicator has...
Golden Portfolio | Sponsored