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Helios Technologies (HLIO) Institutional Ownership

$69.53 +1.58 (+2.33%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$69.54 +0.00 (+0.01%)
As of 10/9/2026 07:30 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)
129
Total
Institutional Inflows
(last 12 months)
$816.36M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$433.60M
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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
10/8/2026Farther Finance Advisors LLC1,134$77K0.0%+109.2%0.003%
10/6/2026Congress Asset Management Co.152,142$10.33M0.1%+21.5%0.462%
9/15/2026SkyView Investment Advisors LLC2,000$179K0.1%N/A0.006%
9/9/2026Engineers Gate Manager LP31,240$2.79M0.0%+82.0%0.095%
9/9/2026Pinnacle Wealth Management Advisory Group LLC5,597$500K0.0%-36.5%0.017%
9/9/2026Integrated Wealth Concepts LLC665$59K0.0%N/A0.002%
9/9/2026Squarepoint Ops LLC36,983$3.30M0.0%+56.6%0.112%
9/8/2026Nykredit A S331$30K0.0%N/A0.001%
8/26/2026Amundi2,713$242K0.0%-29.7%0.008%
8/26/2026HighTower Advisors LLC22,680$2.02M0.0%N/A0.069%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al30,000$2.68M0.0%N/A0.091%
8/22/2026Syon Capital LLC2,469$220K0.0%N/A0.007%
8/21/2026Nykredit A S331$30K0.0%N/A0.001%
8/21/2026B. Metzler seel. Sohn & Co. AG15,966$1.43M0.0%-7.9%0.048%
8/20/2026Susquehanna Fundamental Investments LLC24,922$2.22M0.0%N/A0.076%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC52,643$4.70M0.0%-3.2%0.160%
8/19/2026Hsbc Holdings PLC6,251$556K0.0%N/A0.019%
8/19/2026Wellington Management Group LLP887,417$79.20M0.0%-32.1%2.693%
8/18/2026Public Employees Retirement System of Ohio480$43K0.0%N/A0.001%
8/17/2026Capstone Investment Advisors LLC8,688$775K0.0%N/A0.026%
8/17/2026Bank of America Corp DE411,128$36.69M0.0%N/A1.248%
8/15/2026Jupiter Topco LLC408,245$36.44M0.0%N/A1.239%
8/14/2026Hsbc Holdings PLC6,251$556K0.0%N/A0.019%
8/14/2026Palisade Capital Management LP39,709$3.54M0.2%N/A0.121%
8/14/2026Canada Pension Plan Investment Board9,400$839K0.0%N/A0.029%
8/14/2026Castleark Management LLC125,409$11.19M0.3%N/A0.381%
8/14/2026Legal & General Group Plc26,961$2.41M0.0%N/A0.082%
8/14/2026The Manufacturers Life Insurance Company16,900$1.51M0.0%N/A0.051%
8/14/2026Algert Global LLC40,650$3.63M0.0%N/A0.123%
8/13/2026Sanctuary Advisors LLC2,515$224K0.0%N/A0.008%
8/13/2026Connor Clark & Lunn Investment Management Ltd.26,196$2.34M0.0%N/A0.079%
8/12/2026Quantbot Technologies LP866$77K0.0%N/A0.003%
8/12/2026William Blair Investment Management LLC834,221$74.45M0.2%N/A2.524%
8/12/2026EP Wealth Advisors LLC4,811$429K0.0%N/A0.015%
8/12/2026Ieq Capital LLC3,901$348K0.0%N/A0.012%
8/11/2026Allworth Financial LP450$40K0.0%N/A0.001%
8/11/2026B. Metzler seel. Sohn & Co. AG15,966$1.43M0.0%N/A0.048%
8/11/2026NFJ Investment Group LLC31,541$2.82M0.1%N/A0.095%
8/11/2026Ceredex Value Advisors LLC119,900$10.70M0.3%N/A0.363%
8/7/2026BlackRock Inc.2,592,872$231.41M0.0%N/A7.845%
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8/7/2026Deutsche Bank AG34,523$3.08M0.0%N/A0.104%
8/7/2026Rice Hall James & Associates LLC40,031$3.57M0.2%N/A0.121%
8/7/2026Diamond Hill Capital Management LLC Investment Advisor14,061$1.26M0.0%N/A0.043%
8/6/2026Global Retirement Partners LLC1,621$145K0.0%N/A0.005%
8/6/2026Bank of New York Mellon Corp167,182$14.92M0.0%N/A0.506%
8/6/2026State of Wyoming2,325$208K0.0%N/A0.007%
8/6/2026GSA Capital Partners LLP5,615$501K0.0%N/A0.017%
8/6/2026Avalon Trust Co7,901$705K0.0%N/A0.024%
7/10/2026Wasatch 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 Company15,631$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%
5/14/2026Compound 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%
5/12/2026Quantedge Capital Pte Ltd9,200$595K0.3%N/A0.028%
5/7/2026Dimensional Fund Advisors LP1,618,712$104.74M0.0%+0.4%4.898%
5/6/2026Jennison Associates LLC1,035,977$67.04M0.0%+30.1%3.135%
5/6/2026Bessemer Group Inc.1,555$101K0.0%-99.4%0.005%
5/5/2026D.A. Davidson & CO.30,980$2.01M0.0%+26.5%0.094%
5/5/2026Bank 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%
5/4/2026Calamos Advisors LLC10,940$708K0.0%N/A0.033%
5/1/2026Fifth Third Bancorp129,783$8.40M0.0%+17,367.4%0.392%
4/30/2026Granite Investment Partners LLC61,397$3.97M0.2%-29.2%0.185%
4/29/2026R Squared Ltd4,336$281K0.2%N/A0.013%
4/27/2026Y Intercept Hong Kong Ltd12,885$834K0.0%+92.5%0.039%
4/25/2026Strs Ohio13,800$893K0.0%N/A0.042%
4/25/2026Keybank National Association OH5,767$373K0.0%+39.2%0.017%
4/24/2026Conestoga Capital Advisors LLC1,325,206$85.75M1.7%-14.6%4.002%
4/23/2026Inspire Investing LLC7,885$510K0.0%-10.0%0.024%
4/22/2026Pictet Asset Management Holding SA5,971$386K0.0%+18.1%0.018%
4/22/2026Sterling Capital Management LLC10,828$701K0.0%-60.4%0.033%
4/21/2026Wasatch Advisors LP799,008$51.70M0.3%+35.4%2.413%
4/21/2026Pinnacle Wealth Management Advisory Group LLC8,819$571K0.0%-11.0%0.027%
4/21/2026GHP Investment Advisors Inc.42,608$2.76M0.1%+1.3%0.129%
4/21/2026Contravisory Investment Management Inc.3,644$236K0.0%N/A0.011%
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4/18/2026Leeward Investments LLC MA149,265$9.66M0.5%N/A0.451%
4/17/2026Sara Bay Financial1,153,896$74.67M23.0%-4.2%3.485%
4/16/2026SG Americas Securities LLC5,115$331K0.0%-70.1%0.015%
4/16/2026Vaughan 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%


HLIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 228 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), Dimensional Fund Advisors LP ($104.74M), Brown Capital Management LLC ($86.50M), Conestoga Capital Advisors LLC ($85.75M), Wellington Management Group LLP ($79.20M), 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 197 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), 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), Kennedy Capital Management LLC ($757.79K), and Arrowstreet Capital Limited Partnership ($584.37K).

Institutional investors have bought a total of 11,673,545 shares in the last 24 months. This purchase volume represents approximately $816.36M in transactions.

Of the 86 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 7,567,180 shares in the last 24 months. This volume of shares sold represents approximately $433.60M 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 10/8/2026. New 13F filings are added each quarter as they're published.
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