Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free HLIO Stock Alerts

Helios Technologies (HLIO) Institutional Ownership

$81.04 -0.11 (-0.14%)
Closing price 07/20/2026 03:59 PM Eastern
Extended Trading
$81.09 +0.05 (+0.07%)
As of 07/20/2026 07:34 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.
Compare

Institutional Ownership Changes (13F Filings) for Helios Technologies (NYSE:HLIO)

Current
Institutional Ownership
Percentage
94.72%
Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$359.73M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$395.99M
Get HLIO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Helios Technologies stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HLIO Institutional Buying and Selling by Quarter

Helios Technologies Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/14/2026Compound 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%
4/27/2026 Y 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%
4/21/2026 Wasatch 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%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
4/21/2026GHP 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%
4/18/2026Leeward 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%
4/16/2026SG 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%
2/17/2026Russell 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%
2/17/2026Rice 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%
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%
2/13/2026SG 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%
2/13/2026Police & Firemen s Retirement System of New Jersey8,797$471K0.0%-7.7%0.027%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
2/13/2026State Street Corp795,883$42.57M0.0%-1.6%2.402%
2/13/2026Boston Partners6,732$360K0.0%-4.8%0.020%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC50,681$2.71M0.0%-17.9%0.153%
2/13/2026Wells Fargo & Company MN37,590$2.01M0.0%+45.6%0.113%
2/13/2026Castleark Management LLC146,749$7.85M0.2%+119.2%0.443%
2/12/2026 Wasatch Advisors LP590,185$31.57M0.2%-30.9%1.782%
2/12/2026Jane Street Group LLC158,968$8.50M0.0%+132.0%0.480%
2/12/2026MetLife Investment Management LLC280,032$14.98M0.1%-33.8%0.845%
2/12/2026Commonwealth Equity Services LLC13,071$699K0.0%+8.2%0.039%
2/12/2026Renaissance Technologies LLC23,500$1.26M0.0%-34.7%0.071%


HLIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 214 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 8,879,968 shares in the last 24 months. This purchase volume represents approximately $359.73M 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 ($3.00M), 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 New York State Common Retirement Fund ($317.50K).

Institutional investors have sold a total of 11,128,305 shares in the last 24 months. This volume of shares sold represents approximately $395.99M in transactions.


Related Companies

This page (NYSE:HLIO) was last updated on 7/21/2026 by MarketBeat.com Staff.
From Our Partners
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Elon’s new "tollbooth"
The SpaceX IPO was valued at $1.75 trillion. But one analyst says fighting over those shares may be the wrong ...
Weiss Ratings | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel