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Helios Technologies (HLIO) Institutional Ownership

$81.47 -1.92 (-2.30%)
As of 12:48 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
120
Total
Institutional Inflows
(last 12 months)
$616.14M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$395.99M
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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
8/7/2026 BlackRock Inc.2,592,872$231.41M0.0%N/A7.845%
8/7/2026 Deutsche Bank AG34,523$3.08M0.0%N/A0.104%
8/7/2026 Rice Hall James & Associates LLC40,031$3.57M0.2%N/A0.121%
8/7/2026 Diamond Hill Capital Management LLC Investment Advisor 14,061$1.26M0.0%N/A0.043%
8/6/2026 Global Retirement Partners LLC1,621$145K0.0%N/A0.005%
8/6/2026 Bank of New York Mellon Corp167,182$14.92M0.0%N/A0.506%
8/6/2026 State of Wyoming2,325$208K0.0%N/A0.007%
8/6/2026 GSA Capital Partners LLP5,615$501K0.0%N/A0.017%
8/6/2026 Avalon Trust Co7,901$705K0.0%N/A0.024%
7/10/2026 Wasatch Advisors LP660,085$58.91M0.4%-17.4%1.997%
6/3/2026NewEdge Advisors LLC441$29K0.0%N/A0.001%
5/26/2026Glenmede Trust Co. NA7,997$517K0.0%-2.9%0.024%
5/19/2026Bank of America Corp DE510,519$33.04M0.0%-22.5%1.545%
5/19/2026Janus Henderson Group PLC448,501$29.02M0.0%-5.6%1.357%
5/18/2026Amundi3,859$250K0.0%N/A0.012%
5/18/2026California State Teachers Retirement System39,794$2.58M0.0%+25.4%0.120%
5/18/2026Royal Bank of Canada64,188$4.15M0.0%-9.5%0.194%
5/16/2026The Manufacturers Life Insurance Company 15,631$1.01M0.0%+3.6%0.047%
5/16/2026Quantinno Capital Management LP14,475$937K0.0%+22.8%0.044%
5/16/2026Lazard Asset Management LLC30,382$1.97M0.0%N/A0.092%
5/16/2026Castleark Management LLC160,409$10.38M0.3%+9.3%0.485%
5/14/2026Renaissance Technologies LLC10,400$673K0.0%-55.7%0.031%
5/14/2026Gabelli Funds LLC74,943$4.85M0.0%-23.4%0.227%
5/14/2026Gamco Investors INC. ET AL13,045$844K0.0%-74.5%0.039%
5/14/2026 Compound Planning Inc.3,382$219K0.0%N/A0.010%
5/14/2026Arrowstreet Capital Limited Partnership544,241$35.22M0.0%-6.6%1.647%
5/14/2026Sei Investments Co.155,477$10.06M0.0%+3.6%0.470%
5/13/2026Cetera Investment Advisers3,418$221K0.0%-12.8%0.010%
5/13/2026First Trust Advisors LP28,066$1.82M0.0%+156.8%0.085%
5/12/2026 Quantedge Capital Pte Ltd9,200$595K0.3%N/A0.028%
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%
5/6/2026Bessemer 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%
5/5/2026Hillsdale 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%
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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%
4/23/2026Inspire 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%
2/17/2026 Russell 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%
2/17/2026 Rice 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%
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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%
2/13/2026 SG 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%
2/13/2026 State Street Corp795,883$42.57M0.0%-1.6%2.402%


HLIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 213 institutional investors and hedge funds held shares of Helios Technologies. The most heavily invested institutionals were BlackRock Inc. ($231.41M), 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), and Sara Bay Financial ($74.67M).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 180 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: BlackRock Inc. ($2.59M), 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), and William Blair Investment Management LLC ($735.72K).

Institutional investors have bought a total of 11,000,185 shares in the last 24 months. This purchase volume represents approximately $616.14M in transactions.

Of the 93 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 ($3.00M), Thrivent Financial for Lutherans ($945.08K), Deprince Race & Zollo Inc. ($777.42K), T. Rowe Price Investment Management Inc. ($630.56K), Conestoga Capital Advisors LLC ($629.18K), New York State Common Retirement Fund ($317.50K), and Kennedy Capital Management LLC ($300.26K).

Institutional investors have sold a total of 10,671,790 shares in the last 24 months. This volume of shares sold represents approximately $395.99M in transactions.


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Institutional ownership data for NYSE:HLIO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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