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Helios Technologies (HLIO) Institutional Ownership

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$53.21 -0.12 (-0.23%)
Closing price 08/14/2025 03:59 PM Eastern
Extended Trading
$53.22 +0.01 (+0.01%)
As of 08/14/2025 06:50 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)
107
Total
Institutional Inflows
(last 12 months)
$279.02M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$258.15M
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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
8/14/2025Jane Street Group LLC116,082$3.87M0.0%+105.1%0.350%
8/14/2025California State Teachers Retirement System30,705$1.03M0.0%-1.2%0.093%
8/14/2025Raymond James Financial Inc.181,161$6.05M0.0%-26.1%0.546%
8/14/2025Quantinno Capital Management LP8,345$278K0.0%N/A0.025%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.18,184$607K0.0%-8.0%0.055%
8/14/2025Squarepoint Ops LLC126,157$4.21M0.0%+146.8%0.381%
8/14/2025Sei Investments Co.59,665$1.99M0.0%-68.1%0.180%
8/14/2025Frontier Capital Management Co. LLC84,085$2.81M0.0%-16.8%0.254%
8/14/2025Qube 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%
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%
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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%
6/27/2025Goldman 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%
6/3/2025 Inspire 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%
5/16/2025 Dynamic 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%
5/14/2025 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%
5/14/2025Comerica 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%
5/14/2025T. 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%
5/14/2025Wellington 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%
5/13/2025Raymond 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%
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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%
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%
(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, 178 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), Conestoga Capital Advisors LLC ($65.22M), Dimensional Fund Advisors LP ($64.23M), 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 147 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 6,952,944 shares in the last 24 months. This purchase volume represents approximately $279.02M in transactions.

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

Of the 68 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), Rockefeller Capital Management L.P. ($404.75K), Conestoga Capital Advisors LLC ($320.03K), New York State Common Retirement Fund ($318.29K), and Vaughan Nelson Investment Management L.P. ($184.55K).

How much institutional selling is happening at Helios Technologies?

Institutional investors have sold a total of 6,244,283 shares in the last 24 months. This volume of shares sold represents approximately $258.15M in transactions.


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This page (NASDAQ:HLIO) was last updated on 8/15/2025 by MarketBeat.com Staff
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