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Helios Technologies (HLIO) Institutional Ownership

$77.82 +0.65 (+0.84%)
Closing price 03:59 PM Eastern
Extended Trading
$77.90 +0.09 (+0.11%)
As of 05:30 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 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)
121
Total
Institutional Inflows
(last 12 months)
$359.70M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$383.54M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026Bank of America Corp DE510,519$33.04M0.0%-22.5%1.545%
5/19/2026 Janus 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%
5/18/2026 Royal Bank of Canada64,188$4.15M0.0%-9.5%0.194%
5/16/2026 The Manufacturers Life Insurance Company 15,631$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%
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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%
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%
2/18/2026 Janus Henderson Group PLC474,982$25.41M0.0%-10.6%1.434%
2/18/2026 Engineers Gate Manager LP9,576$512K0.0%N/A0.029%
2/18/2026 Balyasny Asset Management L.P.22,787$1.22M0.0%+432.7%0.069%
2/17/2026 Schonfeld Strategic Advisors LLC5,072$271K0.0%N/A0.015%
2/17/2026 AQR Capital Management LLC26,123$1.40M0.0%+11.5%0.079%
2/17/2026 Cetera Investment Advisers3,920$210K0.0%-7.5%0.012%
2/17/2026 Trexquant Investment LP52,553$2.81M0.0%-35.1%0.159%
2/17/2026 Price T Rowe Associates Inc. MD39,490$2.11M0.0%+3.8%0.119%
2/17/2026 T. Rowe Price Investment Management Inc.293,608$15.71M0.0%-65.4%0.886%
2/17/2026 Osaic 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%
2/17/2026 State of Wisconsin Investment Board37,687$2.02M0.0%-5.1%0.114%
2/17/2026 Kemnay Advisory Services Inc.1,952$104K0.0%N/A0.006%
2/17/2026 Captrust Financial Advisors17,296$925K0.0%+7.9%0.052%
2/17/2026 ExodusPoint Capital Management LP24,584$1.32M0.0%N/A0.074%
2/17/2026 Royal Bank of Canada70,910$3.79M0.0%-4.4%0.214%
2/17/2026 Graham 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%
2/16/2026 Squarepoint Ops LLC48,534$2.60M0.0%N/A0.147%
2/16/2026 PEAK6 LLC3,993$214K0.0%N/A0.012%
2/16/2026 Kennedy Capital Management LLC457,526$24.47M0.5%-39.6%1.381%
2/16/2026 Barclays PLC54,289$2.90M0.0%+10.3%0.164%
2/13/2026 Marshall Wace LLP70,831$3.79M0.0%+13.7%0.214%
2/13/2026 The Manufacturers Life Insurance Company 15,089$807K0.0%-4.5%0.046%
2/13/2026 CANADA LIFE ASSURANCE Co2,899$155K0.0%-80.4%0.009%
2/13/2026 Formula Growth Ltd.10,010$535K0.2%-9.0%0.030%
2/13/2026 Stifel Financial Corp47,860$2.56M0.0%-4.5%0.144%
2/13/2026 Schroder Investment Management Group303,017$16.44M0.0%-2.2%0.915%
2/13/2026 First Trust Advisors LP10,928$585K0.0%-82.2%0.033%
2/13/2026 SG Capital Management LLC197,600$10.57M1.0%N/A0.596%
2/13/2026 Charles 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%
2/13/2026 Boston Partners6,732$360K0.0%-4.8%0.020%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC50,681$2.71M0.0%-17.9%0.153%
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2/13/2026 Wells Fargo & Company MN37,590$2.01M0.0%+45.6%0.113%
2/13/2026 Castleark Management LLC146,749$7.85M0.2%+119.2%0.443%
2/12/2026 Wasatch Advisors LP590,185$31.57M0.2%-30.9%1.782%
2/12/2026 Jane Street Group LLC158,968$8.50M0.0%+132.0%0.480%
2/12/2026 MetLife Investment Management LLC280,032$14.98M0.1%-33.8%0.845%
2/12/2026 Commonwealth Equity Services LLC13,071$699K0.0%+8.2%0.039%
2/12/2026 Renaissance Technologies LLC23,500$1.26M0.0%-34.7%0.071%
2/12/2026 Dimensional Fund Advisors LP1,612,365$86.25M0.0%-0.9%4.867%
2/12/2026 EntryPoint Capital LLC17,109$915K0.4%+12.1%0.052%
2/12/2026 New York State Common Retirement Fund30,952$1.66M0.0%-63.1%0.093%


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 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), Sara Bay Financial ($74.67M), and Jennison Associates LLC ($67.04M).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: 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), William Blair Investment Management LLC ($735.72K), and Arrowstreet Capital Limited Partnership ($584.37K).

Institutional investors have bought a total of 8,901,179 shares in the last 24 months. This purchase volume represents approximately $359.70M in transactions.

Of the 96 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 ($2.86M), Thrivent Financial for Lutherans ($945.08K), Deprince Race & Zollo Inc. ($777.42K), Rockefeller Capital Management L.P. ($673.18K), Conestoga Capital Advisors LLC ($646.26K), T. Rowe Price Investment Management Inc. ($630.56K), and Voya Investment Management LLC ($444.46K).

Institutional investors have sold a total of 11,619,063 shares in the last 24 months. This volume of shares sold represents approximately $383.54M in transactions.


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This page (NYSE:HLIO) was last updated on 5/19/2026 by MarketBeat.com Staff.
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