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Helios Technologies (HLIO) Institutional Ownership

$73.10 +0.02 (+0.03%)
As of 03:58 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)
126
Total
Institutional Inflows
(last 12 months)
$1.12B
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$433.88M
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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
8/26/2026 Amundi2,713$242K0.0%-29.7%0.008%
8/26/2026 HighTower Advisors LLC22,680$2.02M0.0%N/A0.069%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al30,000$2.68M0.0%N/A0.091%
8/24/2026 California State Teachers Retirement System3,458,438$308.67M0.0%+8,590.9%10.496%
8/22/2026 Syon Capital LLC2,469$220K0.0%N/A0.007%
8/21/2026 Nykredit A S331$30K0.0%N/A0.001%
8/21/2026 B. Metzler seel. Sohn & Co. AG15,966$1.43M0.0%-7.9%0.048%
8/20/2026 Susquehanna Fundamental Investments LLC24,922$2.22M0.0%N/A0.076%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC52,643$4.70M0.0%-3.2%0.160%
8/19/2026 Hsbc Holdings PLC6,251$556K0.0%N/A0.019%
8/19/2026 Wellington Management Group LLP887,417$79.20M0.0%-32.1%2.693%
8/18/2026 Public Employees Retirement System of Ohio480$43K0.0%N/A0.001%
8/17/2026 Capstone Investment Advisors LLC8,688$775K0.0%N/A0.026%
8/17/2026 Bank of America Corp DE411,128$36.69M0.0%N/A1.248%
8/15/2026 Jupiter Topco LLC408,245$36.44M0.0%N/A1.239%
8/14/2026 Hsbc Holdings PLC6,251$556K0.0%N/A0.019%
8/14/2026 Palisade Capital Management LP39,709$3.54M0.2%N/A0.121%
8/14/2026 Canada Pension Plan Investment Board9,400$839K0.0%N/A0.029%
8/14/2026 Castleark Management LLC125,409$11.19M0.3%N/A0.381%
8/14/2026 Legal & General Group Plc26,961$2.41M0.0%N/A0.082%
8/14/2026 The Manufacturers Life Insurance Company 16,900$1.51M0.0%N/A0.051%
8/14/2026 Algert Global LLC40,650$3.63M0.0%N/A0.123%
8/13/2026 Sanctuary Advisors LLC2,515$224K0.0%N/A0.008%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.26,196$2.34M0.0%N/A0.079%
8/12/2026 Quantbot Technologies LP866$77K0.0%N/A0.003%
8/12/2026 William Blair Investment Management LLC834,221$74.45M0.2%N/A2.524%
8/12/2026 EP Wealth Advisors LLC4,811$429K0.0%N/A0.015%
8/12/2026 Ieq Capital LLC3,901$348K0.0%N/A0.012%
8/11/2026 Allworth Financial LP450$40K0.0%N/A0.001%
8/11/2026 B. Metzler seel. Sohn & Co. AG15,966$1.43M0.0%N/A0.048%
8/11/2026 NFJ Investment Group LLC31,541$2.82M0.1%N/A0.095%
8/11/2026 Ceredex Value Advisors LLC119,900$10.70M0.3%N/A0.363%
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 Advisor14,061$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%
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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%
6/3/2026 NewEdge Advisors LLC441$29K0.0%N/A0.001%
5/26/2026 Glenmede Trust Co. NA7,997$517K0.0%-2.9%0.024%
5/19/2026 Bank 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%
5/18/2026 Amundi3,859$250K0.0%N/A0.012%
5/18/2026 California State Teachers Retirement System39,794$2.58M0.0%+25.4%0.120%
5/18/2026 Royal Bank of Canada64,188$4.15M0.0%-9.5%0.194%
5/16/2026 The Manufacturers Life Insurance Company15,631$1.01M0.0%+3.6%0.047%
5/16/2026 Quantinno Capital Management LP14,475$937K0.0%+22.8%0.044%
5/16/2026 Lazard Asset Management LLC30,382$1.97M0.0%N/A0.092%
5/16/2026 Castleark Management LLC160,409$10.38M0.3%+9.3%0.485%
5/14/2026 Renaissance Technologies LLC10,400$673K0.0%-55.7%0.031%
5/14/2026 Gabelli Funds LLC74,943$4.85M0.0%-23.4%0.227%
5/14/2026 Gamco Investors INC. ET AL13,045$844K0.0%-74.5%0.039%
5/14/2026 Compound Planning Inc.3,382$219K0.0%N/A0.010%
5/14/2026 Arrowstreet Capital Limited Partnership544,241$35.22M0.0%-6.6%1.647%
5/14/2026 Sei Investments Co.155,477$10.06M0.0%+3.6%0.470%
5/13/2026 Cetera Investment Advisers3,418$221K0.0%-12.8%0.010%
5/13/2026 First Trust Advisors LP28,066$1.82M0.0%+156.8%0.085%
5/12/2026 Quantedge Capital Pte Ltd9,200$595K0.3%N/A0.028%
5/7/2026 Dimensional 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%
3/17/2026 Rockefeller Capital Management L.P.294,148$15.73M0.0%-47.7%0.888%
3/12/2026 PEAK6 LLC3,993$214K0.0%N/A0.012%
2/19/2026 T. Rowe Price Investment Management Inc.770,560$41.22M0.0%-9.1%2.326%
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2/19/2026 Invesco Ltd.68,594$3.67M0.0%+6.0%0.207%
2/18/2026 EP Wealth Advisors LLC6,792$363K0.0%N/A0.021%
2/18/2026 XTX Topco Ltd7,147$382K0.0%N/A0.022%
2/18/2026 Zacks Investment Management33,267$1.78M0.0%-2.4%0.100%
2/18/2026 VARCOV Co.6,840$366K0.1%N/A0.021%
2/18/2026 Voloridge Investment Management LLC25,257$1.35M0.0%-49.7%0.076%
2/18/2026 Wellington Management Group LLP1,997,527$106.85M0.0%+114.9%6.030%
2/18/2026 Millennium Management LLC42,568$2.28M0.0%+390.0%0.128%
2/18/2026Janus Henderson Group PLC474,982$25.41M0.0%-10.6%1.434%
2/18/2026 Engineers Gate Manager LP9,576$512K0.0%N/A0.029%


HLIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 225 institutional investors and hedge funds held shares of Helios Technologies. The most heavily invested institutionals were California State Teachers Retirement System ($308.67M), BlackRock Inc. ($231.41M), Vanguard Group Inc. ($169.15M), Dimensional Fund Advisors LP ($104.74M), Brown Capital Management LLC ($86.50M), Conestoga Capital Advisors LLC ($85.75M), and Wellington Management Group LLP ($79.20M).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 194 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: California State Teachers Retirement System ($3.43M), BlackRock Inc. ($2.59M), William Blair Investment Management LLC ($1.57M), Wellington Management Group LLP ($1.07M), Jennison Associates LLC ($1.04M), Vaughan Nelson Investment Management L.P. ($959.97K), and Kennedy Capital Management LLC ($757.79K).

Institutional investors have bought a total of 15,092,997 shares in the last 24 months. This purchase volume represents approximately $1.12B in transactions.

Of the 87 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: Deprince Race & Zollo Inc. ($777.42K), Wellington Management Group LLP ($705.10K), T. Rowe Price Investment Management Inc. ($630.56K), Conestoga Capital Advisors LLC ($629.18K), Thrivent Financial for Lutherans ($604.76K), Wasatch Advisors LP ($403.45K), and Kennedy Capital Management LLC ($300.26K).

Institutional investors have sold a total of 7,574,912 shares in the last 24 months. This volume of shares sold represents approximately $433.88M 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 8/26/2026. New 13F filings are added each quarter as they're published.
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