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Helios Technologies (HLIO) Institutional Ownership

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$32.82 +1.33 (+4.21%)
Closing price 03:59 PM Eastern
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$33.22 +0.41 (+1.24%)
As of 05:24 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)
98
Total
Institutional Inflows
(last 12 months)
$260.50M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$239.69M
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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
5/12/2025Swiss 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%
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%
3/24/2025Wellington 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%
2/17/2025 ProShare Advisors LLC9,364$418K0.0%+49.0%0.028%
2/17/2025Nuveen Asset Management LLC86,348$3.86M0.0%-1.3%0.260%
2/17/2025Numerai GP LLC7,937$354K0.1%-77.1%0.024%
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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%
2/17/2025 Deutsche 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%
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%
The one deadline Elon can't afford to miss... (Ad)

For years, Elon Musk made headlines for blowing past deadlines — so often that investors coined a nickname for it: "Elon Time." But this time... it’s different. A fleet of autonomous robotaxis is scheduled to be unleashed on the streets of Austin, Texas, this June.

Jeff calls it Elon Musk’s “10X project”.
2/11/2025Advantage Alpha Capital Partners LP42,351$1.89M0.4%-7.2%0.127%
2/11/2025 Vanguard Group Inc.3,328,127$148.57M0.0%+0.4%10.012%
2/11/2025 KLP 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%
2/10/2025 Signaturefd LLC687$31K0.0%+71.8%0.002%
2/10/2025 Royce & Associates LP434,799$19.41M0.2%+11.9%1.308%
2/10/2025 Natixis Advisors LLC55,151$2.46M0.0%N/A0.166%
(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, 172 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), 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 138 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 10,963,004 shares in the last 24 months. This purchase volume represents approximately $532.34M in transactions.

Which Helios Technologies major shareholders have been selling company stock?

Of the 91 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 6,280,682 shares in the last 24 months. This volume of shares sold represents approximately $300.50M in transactions.


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This page (NASDAQ:HLIO) was last updated on 5/12/2025 by MarketBeat.com Staff
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