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Helios Technologies (HLIO) Institutional Ownership

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$48.60 +1.49 (+3.16%)
Closing price 03:59 PM Eastern
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$48.60 +0.00 (+0.01%)
As of 04:10 PM Eastern
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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)
113
Total
Institutional Inflows
(last 12 months)
$295.24M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$357.12M
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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
10/10/2025 Sara Bay Financial1,206,514$62.90M17.6%-0.6%3.639%
10/10/2025 Congress Asset Management Co.58,750$3.06M0.0%N/A0.177%
10/9/2025 Voya Investment Management LLC6,067$316K0.0%-35.1%0.018%
8/27/2025Squarepoint Ops LLC126,157$4.21M0.0%+146.8%0.381%
8/26/2025Thrivent Financial for Lutherans1,418,312$47.33M0.1%-19.4%4.278%
8/19/2025State of Wyoming1,502$50K0.0%-59.9%0.005%
8/15/2025Tower Research Capital LLC TRC 4,239$141K0.0%+39.3%0.013%
8/15/2025Captrust Financial Advisors13,395$447K0.0%N/A0.040%
8/15/2025Wasatch Advisors LP811,144$27.07M0.1%-76.2%2.447%
8/15/2025Engineers Gate Manager LP49,906$1.67M0.0%+321.1%0.151%
8/15/2025Cubist Systematic Strategies LLC168,651$5.63M0.0%N/A0.509%
8/15/2025BNP Paribas Financial Markets30,832$1.03M0.0%+1,451.7%0.093%
8/15/2025Brevan Howard Capital Management LP6,694$223K0.0%N/A0.020%
8/15/2025Balyasny Asset Management L.P.44,276$1.48M0.0%-13.0%0.134%
8/15/2025Bank of America Corp DE932,366$31.11M0.0%+7.9%2.812%
8/15/2025Ameriprise Financial Inc.367,141$12.25M0.0%+7.3%1.107%
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%
8/13/2025Gabelli Funds LLC97,859$3.27M0.0%N/A0.295%
8/13/2025Gamco Investors INC. ET AL58,738$1.96M0.0%N/A0.177%
8/13/2025Jump Financial LLC93,199$3.11M0.0%+539.6%0.281%
8/13/2025Marshall Wace LLP64,232$2.14M0.0%-63.8%0.194%
8/13/2025First Trust Advisors LP62,804$2.10M0.0%+99.1%0.189%
8/13/2025Invesco Ltd.55,325$1.85M0.0%+3.1%0.167%
8/13/2025Granite Investment Partners LLC127,895$4.27M0.2%-2.8%0.386%
8/13/2025Arrowstreet Capital Limited Partnership287,702$9.60M0.0%+2,779.3%0.868%
8/13/2025Quantbot Technologies LP31,668$1.06M0.0%+89.4%0.096%
8/13/2025New York State Common Retirement Fund102,791$3.43M0.0%-70.5%0.310%
8/13/2025Schroder Investment Management Group235,437$7.90M0.0%-0.4%0.710%
8/13/2025Ceredex Value Advisors LLC417,950$13.95M0.3%+19.2%1.261%
8/13/2025Advantage Alpha Capital Partners LP62,926$2.10M0.6%+11.8%0.190%
8/13/2025Russell Investments Group Ltd.261,220$8.72M0.0%+19,825.2%0.788%
8/12/2025XTX Topco Ltd17,804$594K0.0%+66.5%0.054%
8/12/2025American Century Companies Inc.77,346$2.58M0.0%+9.6%0.233%
8/12/2025Rhumbline Advisers53,359$1.78M0.0%+5.2%0.161%
8/12/2025Legal & General Group Plc37,741$1.26M0.0%-0.9%0.114%
8/12/2025JPMorgan Chase & Co.90,426$3.02M0.0%+143.0%0.273%
8/12/2025Swiss National Bank63,600$2.12M0.0%-1.2%0.192%
8/12/2025Dynamic Technology Lab Private Ltd22,300$744K0.1%+34.5%0.067%
8/8/2025Rockefeller Capital Management L.P.19,294$644K0.0%-95.4%0.058%
8/8/2025Intech Investment Management LLC13,414$448K0.0%-40.9%0.040%
8/8/2025Creative Planning31,062$1.04M0.0%N/A0.093%
8/8/2025Geode Capital Management LLC789,981$26.37M0.0%+3.4%2.370%
8/7/2025ProShare Advisors LLC6,804$227K0.0%-5.5%0.020%
8/7/2025Connor Clark & Lunn Investment Management Ltd.10,993$367K0.0%N/A0.033%
8/5/2025GHP Investment Advisors Inc.39,215$1.31M0.1%-1.7%0.118%
8/4/2025Pinnacle Associates Ltd.31,926$1.07M0.0%+79.9%0.096%
8/1/2025Y Intercept Hong Kong Ltd25,421$848K0.0%N/A0.076%
8/1/2025Envestnet Asset Management Inc.98,538$3.29M0.0%-19.1%0.296%
7/31/2025AlphaQuest LLC5,243$175K0.0%N/A0.016%
7/30/2025Conestoga Capital Advisors LLC1,954,386$65.22M1.0%-0.9%5.863%
7/29/2025William Blair Investment Management LLC630,387$21.04M0.1%N/A1.891%
7/25/2025CWM LLC1,652$55K0.0%+1,276.7%0.005%
7/24/2025Inspire Investing LLC11,682$390K0.0%+9.3%0.035%
7/23/2025KLP Kapitalforvaltning AS6,300$210K0.0%-14.9%0.019%
7/21/2025Vaughan Nelson Investment Management L.P.605,367$20.20M0.2%-23.4%1.816%
7/17/2025Clean 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%
6/18/2025 Voya Investment Management LLC9,260$297K0.0%-97.9%0.028%
6/3/2025Inspire 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%
5/16/2025Dynamic 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%
5/14/2025B. 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%
5/14/2025Ceredex Value Advisors LLC350,500$11.25M0.2%+59.4%1.052%
5/14/2025Comerica Bank160,347$5.15M0.0%-0.8%0.481%
5/14/2025MetLife Investment Management LLC344,505$11.06M0.1%+1,593.9%1.034%
5/14/2025Jump Financial LLC14,572$468K0.0%N/A0.044%
5/14/2025Advantage 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%
5/14/2025EntryPoint Capital LLC11,601$372K0.2%+52.5%0.035%
5/14/2025Credit Agricole S A25,000$802K0.0%N/A0.075%
5/14/2025Quantbot Technologies LP16,717$536K0.0%N/A0.050%
5/14/2025Wellington Management Group LLP1,106,921$35.52M0.0%-24.4%3.321%
5/13/2025Northern 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%
5/13/2025American Century Companies Inc.70,549$2.26M0.0%+17.9%0.212%
5/13/2025Russell Investments Group Ltd.1,311$42K0.0%+7,183.3%0.004%
5/12/2025Nuveen LLC86,348$2.77M0.0%N/A0.259%
5/12/2025Invesco Ltd.53,653$1.72M0.0%-5.4%0.161%
5/12/2025Swiss National Bank64,400$2.07M0.0%-1.1%0.193%
5/9/2025Deutsche Bank AG28,451$913K0.0%-8.7%0.085%
5/9/2025Charles Schwab Investment Management Inc.429,860$13.79M0.0%+7.8%1.290%
5/9/2025Vanguard Group Inc.3,296,258$105.78M0.0%-1.0%9.889%
(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, 184 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), Sara Bay Financial ($62.90M), Thrivent Financial for Lutherans ($47.33M), 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 154 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 7,414,502 shares in the last 24 months. This purchase volume represents approximately $295.24M 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 ($444.46K), 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 9,199,343 shares in the last 24 months. This volume of shares sold represents approximately $357.12M in transactions.


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This page (NASDAQ:HLIO) was last updated on 10/13/2025 by MarketBeat.com Staff
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