Helios Technologies (HLIO) Institutional Ownership $33.31 -0.09 (-0.27%) As of 12:36 PM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Helios Technologies (NASDAQ:HLIO)CurrentInstitutional OwnershipPercentage94.72%Number ofInstitutional Buyers(last 12 months)104TotalInstitutional Inflows(last 12 months)$279.82MNumber ofInstitutional Sellers(last 12 months)64TotalInstitutional Outflows(last 12 months)$210.56M 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. Email Address Skip Chart & View Institutional Buying and Selling Data HLIO Institutional Buying and Selling by Quarter Helios Technologies Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails6/3/2025 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% Get the Latest News and Ratings for HLIO and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Helios Technologies and its competitors with MarketBeat's FREE daily newsletter. 5/14/2025 B. Metzler seel. Sohn & Co. AG41,705$1.34M0.0%-2.1%0.125% 5/14/2025 Keeley 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% 5/14/2025 Credit 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% 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% 5/8/2025 GSA Capital Partners LLP16,991$545K0.0%N/A0.051% 5/6/2025 Royce & Associates LP437,629$14.04M0.2%+0.7%1.313% 5/6/2025 Diamond Hill Capital Management Inc.257,251$8.26M0.0%+11.0%0.772% 5/6/2025 Pinnacle Associates Ltd.17,742$569K0.0%+55.4%0.053% 5/1/2025 Rice Hall James & Associates LLC55,984$1.80M0.1%N/A0.168% [No Brainer Gold Play]: “Show me a better investment.” (Ad)A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time could validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.Click here to get Garrett’s Top Four picks now.5/1/2025 New 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% 3/24/2025 Wellington Management Group LLP1,463,265$65.32M0.0%-27.7%4.395% 3/18/2025 California State Teachers Retirement System31,066$1.39M0.0%-1.0%0.093% 2/18/2025 Barrow Hanley Mewhinney & Strauss LLC957,983$42.76M0.1%-4.1%2.882% 2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC61,895$2.76M0.0%+0.9%0.186% 2/17/2025 Voloridge Investment Management LLC44,648$1.99M0.0%-54.7%0.134% 2/17/2025 Two Sigma Advisers LP84,300$3.76M0.0%-5.3%0.254% 2/17/2025 Two Sigma Investments LP116,450$5.20M0.0%-0.7%0.350% 2/17/2025 State of Wyoming3,600$161K0.0%-17.1%0.011% 2/17/2025 Sapience Investments LLC39,447$1.76M1.0%-14.1%0.119% 2/17/2025 Sherbrooke Park Advisers LLC7,750$346K0.1%-38.9%0.023% 2/17/2025 Silvercrest Asset Management Group LLC185,459$8.28M0.1%-0.5%0.558% 2/17/2025 ProShare Advisors LLC9,364$418K0.0%+49.0%0.028% 2/17/2025Nuveen Asset Management LLC86,348$3.86M0.0%-1.3%0.260% 2/17/2025 Numerai GP LLC7,937$354K0.1%-77.1%0.024% 2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.18,909$844K0.0%+3.6%0.057% 2/17/2025 Janus Henderson Group PLC637,703$28.47M0.0%+0.9%1.918% 2/17/2025 Frontier Capital Management Co. LLC180,890$8.08M0.1%-38.9%0.544% 2/17/2025 D. E. Shaw & Co. Inc.7,113$318K0.0%-70.7%0.021% 2/17/2025 Deutsche Bank AG31,174$1.39M0.0%+51.6%0.094% 2/17/2025 Bank of America Corp DE784,509$35.02M0.0%-0.9%2.360% 2/17/2025 BNP Paribas Financial Markets4,022$180K0.0%-69.3%0.012% 2/17/2025 Ameriprise Financial Inc.157,551$7.03M0.0%+16.8%0.474% 2/14/2025 Jane Street Group LLC18,982$847K0.0%-19.6%0.057% 2/14/2025 Comerica Bank161,610$7.21M0.0%+1.3%0.486% 2/14/2025 Northern Trust Corp322,472$14.40M0.0%+9.4%0.970% 2/14/2025 The Manufacturers Life Insurance Company16,087$718K0.0%-5.7%0.048% 2/14/2025 Aquatic Capital Management LLC3,732$167K0.0%+148.8%0.011% 2/14/2025 Voya Investment Management LLC450,429$20.11M0.0%+25.1%1.355% 2/14/2025 T. Rowe Price Investment Management Inc.569,169$25.41M0.0%+0.4%1.712% 2/14/2025 Price 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% 2/14/2025 Dark Forest Capital Management LP4,802$214K0.0%N/A0.014% 2/14/2025 Susquehanna International Group LLP39,204$1.75M0.0%+49.0%0.118% 2/14/2025 Hsbc Holdings PLC14,323$638K0.0%N/A0.043% 2/14/2025 Stifel Financial Corp49,936$2.23M0.0%-1.2%0.150% 2/14/2025 Tower Research Capital LLC TRC1,124$50K0.0%-90.9%0.003% New Rule Hits in July — The Smart Money Already Moved (Ad)A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how2/14/2025 MetLife 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% 2/14/2025 Dimensional Fund Advisors LP1,438,786$64.23M0.0%+5.8%4.328% 2/14/2025 First Trust Advisors LP29,715$1.33M0.0%+133.3%0.089% 2/13/2025 Marshall Wace LLP88,470$3.95M0.0%-23.6%0.266% 2/13/2025 Wasatch Advisors LP3,545,604$158.28M0.8%+0.1%10.667% 2/13/2025 Ceredex Value Advisors LLC219,900$9.82M0.2%+150.2%0.662% 2/13/2025 Keeley Teton Advisors LLC152,507$6.81M0.8%-2.1%0.459% 2/13/2025 Barclays PLC61,408$2.74M0.0%+6.9%0.185% (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 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 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 11,678,027 shares in the last 24 months. This purchase volume represents approximately $552.52M in transactions. Which Helios Technologies major shareholders have been selling company stock? Of the 95 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), Brown Capital Management LLC ($1.09M), Wasatch Advisors LP ($898.54K), 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 6,323,852 shares in the last 24 months. This volume of shares sold represents approximately $290.77M in transactions. 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