Helios Technologies, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 02/13/2025 | 3.55 M | $158.28 M | 0.07% | 10.68% |
| VANGUARD GROUP INC | 02/11/2025 | 3.33 M | $148.57 M | 0.39% | 10.02% |
| BLACKROCK, INC. | 02/07/2025 | 2.44 M | $109.08 M | 0.04% | 7.36% |
| CONESTOGA CAPITAL ADVISORS, LLC | 01/24/2025 | 1.99 M | $88.68 M | 15.47% | 5.98% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/10/2025 | 1.84 M | $82.22 M | 1.19% | 5.55% |
| BROWN CAPITAL MANAGEMENT LLC | 02/14/2025 | 1.53 M | $68.33 M | -15.59% | 4.61% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 1.46 M | $65.32 M | -27.66% | 4.41% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.44 M | $64.23 M | 5.82% | 4.33% |
| SARA-BAY FINANCIAL | 01/15/2025 | 1.22 M | $54.08 M | 25.46% | 3.67% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 02/18/2025 | 957,983 | $42.76 M | -4.12% | 2.89% |
| STATE STREET CORP | 02/14/2025 | 790,351 | $35.28 M | 2.14% | 2.38% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 784,509 | $35.02 M | -0.86% | 2.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 750,472 | $33.51 M | -0.28% | 2.26% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 01/28/2025 | 720,925 | $32.18 M | 5,804.38% | 2.17% |
| JANUS HENDERSON GROUP PLC | 02/14/2025 | 637,703 | $28.47 M | 0.90% | 1.92% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 569,169 | $25.41 M | 0.40% | 1.71% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 519,531 | $23.19 M | 18.50% | 1.56% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 488,900 | $21.82 M | 2.04% | 1.47% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/14/2025 | 450,429 | $20.11 M | 25.10% | 1.36% |
| ROYCE & ASSOCIATES LP | 02/10/2025 | 434,799 | $19.41 M | 11.87% | 1.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 398,899 | $17.81 M | 9.29% | 1.20% |
| NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 393,323 | $17.56 M | 0.00% | 1.18% |
| MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 02/13/2025 | 332,729 | $14.85 M | 24.98% | 1.00% |
| NORTHERN TRUST CORP | 02/14/2025 | 322,472 | $14.40 M | 9.40% | 0.97% |
| IAT REINSURANCE CO LTD. | 02/12/2025 | 300,000 | $13.39 M | 0.00% | 0.90% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 249,738 | $11.15 M | 362.83% | 0.75% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/12/2025 | 246,746 | $10.96 M | -23.92% | 0.74% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 02/10/2025 | 231,675 | $10.34 M | -18.94% | 0.70% |
| CEREDEX VALUE ADVISORS LLC | 02/13/2025 | 219,900 | $9.82 M | 150.19% | 0.66% |
| SEI INVESTMENTS CO | 02/11/2025 | 187,176 | $8.36 M | 5.78% | 0.56% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/14/2025 | 185,459 | $8.28 M | -0.50% | 0.56% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 02/14/2025 | 180,890 | $8.07 M | -38.95% | 0.54% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 172,389 | $7.70 M | 100.00% | 0.52% |
| COMERICA BANK | 02/14/2025 | 161,610 | $7.21 M | 1.33% | 0.49% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 157,551 | $7.03 M | 16.82% | 0.47% |
| UBS GROUP AG | 02/14/2025 | 156,755 | $7.00 M | 567.61% | 0.47% |
| KEELEY-TETON ADVISORS, LLC | 02/13/2025 | 152,507 | $6.81 M | -2.10% | 0.46% |
| MORGAN STANLEY | 02/14/2025 | 151,282 | $6.75 M | -11.70% | 0.46% |
| GRANITE INVESTMENT PARTNERS, LLC | 02/13/2025 | 139,849 | $6.24 M | -15.07% | 0.42% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 125,896 | $5.62 M | 3.56% | 0.38% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 116,450 | $5.20 M | -0.72% | 0.35% |
| JPMORGAN CHASE & CO | 02/12/2025 | 115,542 | $5.16 M | 94.42% | 0.35% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 93,463 | $4.17 M | 165.66% | 0.28% |
| ROYAL BANK OF CANADA | 02/14/2025 | 88,835 | $3.97 M | -2.92% | 0.27% |
| MARSHALL WACE, LLP | 02/13/2025 | 88,470 | $3.95 M | -23.57% | 0.27% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 86,348 | $3.85 M | -1.28% | 0.26% |
| NORGES BANK | 02/12/2025 | 86,297 | $3.85 M | 100.00% | 0.26% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 84,300 | $3.76 M | -5.28% | 0.25% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 02/07/2025 | 70,733 | $3.16 M | 0.41% | 0.21% |
| SWISS NATIONAL BANK | 02/10/2025 | 65,100 | $2.91 M | 0.00% | 0.20% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Helios Technologies, Inc. institutional Ownership - FAQ's
During the previous two years, 197 institutional investors and hedge funds held shares of Helios Technologies, Inc.. The most heavily invested institutionals were:
Parallel Advisors, LLC: 0
WASATCH ADVISORS LP: 3.55 M
VANGUARD GROUP INC: 3.33 M
BlackRock, Inc.: 2.44 M
Conestoga Capital Advisors, LLC: 1.99 M
THRIVENT FINANCIAL FOR LUTHERANS: 1.84 M
98.62% of Helios Technologies, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 34.08 M shares in the last 24 months. This purchase volume represents approximately $910.17 M in transactions.