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Helios Technologies (HLIO) Institutional Ownership

$68.40 +0.42 (+0.61%)
As of 03:46 PM Eastern
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Institutional Ownership Changes (13F Filings) for Helios Technologies (NYSE:HLIO)

Current
Institutional Ownership
Percentage
94.72%
Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$353.59M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$364.47M
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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
5/7/2026Dimensional Fund Advisors LP1,618,712$104.74M0.0%+0.4%4.898%
5/6/2026 Jennison Associates LLC1,035,977$67.04M0.0%+30.1%3.135%
5/6/2026 Bessemer Group Inc.1,555$101K0.0%-99.4%0.005%
5/5/2026 D.A. Davidson & CO.30,980$2.01M0.0%+26.5%0.094%
5/5/2026 Bank of New York Mellon Corp161,802$10.47M0.0%-3.3%0.489%
5/5/2026 Hillsdale Investment Management Inc.113,020$7.31M0.2%N/A0.341%
5/4/2026 Calamos Advisors LLC10,940$708K0.0%N/A0.033%
5/1/2026 Fifth Third Bancorp129,783$8.40M0.0%+17,367.4%0.392%
4/30/2026 Granite Investment Partners LLC61,397$3.97M0.2%-29.2%0.185%
4/29/2026 R Squared Ltd4,336$281K0.2%N/A0.013%
4/27/2026 Y Intercept Hong Kong Ltd12,885$834K0.0%+92.5%0.039%
4/25/2026 Strs Ohio13,800$893K0.0%N/A0.042%
4/25/2026 Keybank National Association OH5,767$373K0.0%+39.2%0.017%
4/24/2026 Conestoga Capital Advisors LLC1,325,206$85.75M1.7%-14.6%4.002%
4/23/2026 Inspire Investing LLC7,885$510K0.0%-10.0%0.024%
4/22/2026 Pictet Asset Management Holding SA5,971$386K0.0%+18.1%0.018%
4/22/2026 Sterling Capital Management LLC10,828$701K0.0%-60.4%0.033%
4/21/2026 Wasatch Advisors LP799,008$51.70M0.3%+35.4%2.413%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC8,819$571K0.0%-11.0%0.027%
4/21/2026 GHP Investment Advisors Inc.42,608$2.76M0.1%+1.3%0.129%
4/21/2026 Contravisory Investment Management Inc.3,644$236K0.0%N/A0.011%
4/18/2026 Leeward Investments LLC MA149,265$9.66M0.5%N/A0.451%
4/17/2026 Sara Bay Financial1,153,896$74.67M23.0%-4.2%3.485%
4/16/2026 SG Americas Securities LLC5,115$331K0.0%-70.1%0.015%
4/16/2026 Vaughan Nelson Investment Management L.P.693,072$44.85M0.5%-8.7%2.093%
3/17/2026Rockefeller Capital Management L.P.294,148$15.73M0.0%-47.7%0.888%
3/12/2026PEAK6 LLC3,993$214K0.0%N/A0.012%
2/19/2026T. Rowe Price Investment Management Inc.770,560$41.22M0.0%-9.1%2.326%
2/19/2026Invesco Ltd.68,594$3.67M0.0%+6.0%0.207%
2/18/2026EP Wealth Advisors LLC6,792$363K0.0%N/A0.021%
2/18/2026XTX Topco Ltd7,147$382K0.0%N/A0.022%
2/18/2026Zacks Investment Management33,267$1.78M0.0%-2.4%0.100%
2/18/2026VARCOV Co.6,840$366K0.1%N/A0.021%
2/18/2026Voloridge Investment Management LLC25,257$1.35M0.0%-49.7%0.076%
2/18/2026Wellington Management Group LLP1,997,527$106.85M0.0%+114.9%6.030%
2/18/2026Millennium Management LLC42,568$2.28M0.0%+390.0%0.128%
2/18/2026Janus Henderson Group PLC474,982$25.41M0.0%-10.6%1.434%
2/18/2026Engineers Gate Manager LP9,576$512K0.0%N/A0.029%
2/18/2026Balyasny Asset Management L.P.22,787$1.22M0.0%+432.7%0.069%
2/17/2026Schonfeld Strategic Advisors LLC5,072$271K0.0%N/A0.015%
2/17/2026AQR Capital Management LLC26,123$1.40M0.0%+11.5%0.079%
2/17/2026Cetera Investment Advisers3,920$210K0.0%-7.5%0.012%
2/17/2026Trexquant Investment LP52,553$2.81M0.0%-35.1%0.159%
2/17/2026Price T Rowe Associates Inc. MD39,490$2.11M0.0%+3.8%0.119%
2/17/2026T. Rowe Price Investment Management Inc.293,608$15.71M0.0%-65.4%0.886%
2/17/2026Osaic Holdings Inc.2,942$158K0.0%+14.1%0.009%
2/17/2026California State Teachers Retirement System31,739$1.70M0.0%+3.4%0.096%
2/17/2026Russell Investments Group Ltd.157,401$8.42M0.0%-49.7%0.475%
2/17/2026State of Wisconsin Investment Board37,687$2.02M0.0%-5.1%0.114%
2/17/2026Kemnay Advisory Services Inc.1,952$104K0.0%N/A0.006%
2/17/2026Captrust Financial Advisors17,296$925K0.0%+7.9%0.052%
2/17/2026ExodusPoint Capital Management LP24,584$1.32M0.0%N/A0.074%
2/17/2026Royal Bank of Canada70,910$3.79M0.0%-4.4%0.214%
2/17/2026Graham Capital Management L.P.4,366$234K0.0%-38.5%0.013%
2/17/2026Rice Hall James & Associates LLC44,460$2.38M0.1%-8.1%0.134%
2/16/2026Squarepoint Ops LLC48,534$2.60M0.0%N/A0.147%
2/16/2026PEAK6 LLC3,993$214K0.0%N/A0.012%
2/16/2026Kennedy Capital Management LLC457,526$24.47M0.5%-39.6%1.381%
2/16/2026Barclays PLC54,289$2.90M0.0%+10.3%0.164%
2/13/2026Marshall Wace LLP70,831$3.79M0.0%+13.7%0.214%
2/13/2026The Manufacturers Life Insurance Company 15,089$807K0.0%-4.5%0.046%
2/13/2026CANADA LIFE ASSURANCE Co2,899$155K0.0%-80.4%0.009%
2/13/2026Formula Growth Ltd.10,010$535K0.2%-9.0%0.030%
2/13/2026Stifel Financial Corp47,860$2.56M0.0%-4.5%0.144%
2/13/2026Schroder Investment Management Group303,017$16.44M0.0%-2.2%0.915%
2/13/2026First Trust Advisors LP10,928$585K0.0%-82.2%0.033%
2/13/2026SG Capital Management LLC197,600$10.57M1.0%N/A0.596%
2/13/2026Charles Schwab Investment Management Inc.429,390$22.97M0.0%-1.4%1.296%
2/13/2026 Police & Firemen s Retirement System of New Jersey8,797$471K0.0%-7.7%0.027%
2/13/2026State Street Corp795,883$42.57M0.0%-1.6%2.402%
2/13/2026Boston Partners6,732$360K0.0%-4.8%0.020%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC50,681$2.71M0.0%-17.9%0.153%
2/13/2026Wells Fargo & Company MN37,590$2.01M0.0%+45.6%0.113%
2/13/2026Castleark Management LLC146,749$7.85M0.2%+119.2%0.443%
2/12/2026 Wasatch Advisors LP590,185$31.57M0.2%-30.9%1.782%
2/12/2026Jane Street Group LLC158,968$8.50M0.0%+132.0%0.480%
2/12/2026MetLife Investment Management LLC280,032$14.98M0.1%-33.8%0.845%
2/12/2026 Commonwealth Equity Services LLC13,071$699K0.0%+8.2%0.039%
2/12/2026Renaissance Technologies LLC23,500$1.26M0.0%-34.7%0.071%
2/12/2026Dimensional Fund Advisors LP1,612,365$86.25M0.0%-0.9%4.867%
2/12/2026EntryPoint Capital LLC17,109$915K0.4%+12.1%0.052%
2/12/2026 New York State Common Retirement Fund30,952$1.66M0.0%-63.1%0.093%
2/12/2026 Granite Investment Partners LLC86,728$4.64M0.3%-21.1%0.262%
2/12/2026Campbell & CO Investment Adviser LLC14,530$777K0.0%N/A0.044%
2/12/2026Swiss National Bank65,400$3.50M0.0%+1.2%0.197%
2/12/2026 Nuveen LLC320,917$17.17M0.0%-4.3%0.969%
2/12/2026Group One Trading LLC3,344$179K0.0%+736.0%0.010%
2/11/2026Barrow Hanley Mewhinney & Strauss LLC993,961$53.17M0.2%-14.9%3.000%
2/11/2026 Deutsche Bank AG26,077$1.40M0.0%+4.0%0.079%
2/11/2026 LPL Financial LLC5,689$304K0.0%+5.1%0.017%
2/11/2026Franklin Resources Inc.29,036$1.55M0.0%+145.3%0.088%
2/11/2026Los Angeles Capital Management LLC3,963$221K0.0%N/A0.012%
2/10/2026Goldman Sachs Group Inc.320,220$17.13M0.0%-14.7%0.967%
2/10/2026Natixis Advisors LLC57,621$3.08M0.0%-6.1%0.174%
2/9/2026Geode Capital Management LLC787,520$42.13M0.0%-0.1%2.377%
2/9/2026Royce & Associates LP361,799$19.35M0.2%-2.2%1.092%
2/9/2026William Blair Investment Management LLC587,343$31.42M0.1%-20.2%1.773%
2/6/2026Diamond Hill Capital Management Inc.34,930$1.87M0.0%-88.0%0.105%
2/6/2026Global Retirement Partners LLC1,239$66K0.0%N/A0.004%
2/6/2026 ProShare Advisors LLC6,065$324K0.0%+6.9%0.018%


HLIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 215 institutional investors and hedge funds held shares of Helios Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($169.15M), Wellington Management Group LLP ($106.85M), Dimensional Fund Advisors LP ($104.74M), Brown Capital Management LLC ($86.50M), Conestoga Capital Advisors LLC ($85.75M), Sara Bay Financial ($74.67M), and Jennison Associates LLC ($67.04M).Learn more on Helios Technologies' institutional investors.

94.72% of Helios Technologies' stock is owned by institutional investors. Learn more on HLIO's institutional investor holdings.

Of the 181 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 ($1.07M), Jennison Associates LLC ($1.04M), Vaughan Nelson Investment Management L.P. ($959.97K), Barrow Hanley Mewhinney & Strauss LLC ($898.42K), Kennedy Capital Management LLC ($757.79K), William Blair Investment Management LLC ($735.72K), and Arrowstreet Capital Limited Partnership ($584.37K).

Institutional investors have bought a total of 9,633,573 shares in the last 24 months. This purchase volume represents approximately $353.59M in transactions.

Of the 97 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 ($2.86M), Thrivent Financial for Lutherans ($945.08K), Deprince Race & Zollo Inc. ($777.42K), Rockefeller Capital Management L.P. ($673.18K), Conestoga Capital Advisors LLC ($646.26K), Wellington Management Group LLP ($642.19K), and T. Rowe Price Investment Management Inc. ($631.71K).

Institutional investors have sold a total of 11,736,489 shares in the last 24 months. This volume of shares sold represents approximately $364.47M in transactions.


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This page (NYSE:HLIO) was last updated on 5/8/2026 by MarketBeat.com Staff.
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