Helios Technologies, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 05/15/2025 | 3.41 M | $109.34 M | -3.90% | 10.23% |
| VANGUARD GROUP INC | 05/09/2025 | 3.30 M | $105.78 M | -0.96% | 9.90% |
| BLACKROCK, INC. | 05/02/2025 | 2.43 M | $77.89 M | -0.66% | 7.29% |
| CONESTOGA CAPITAL ADVISORS, LLC | 04/17/2025 | 1.97 M | $63.26 M | -0.76% | 5.92% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 1.51 M | $48.36 M | 4.74% | 4.53% |
| SARA-BAY FINANCIAL | 04/11/2025 | 1.22 M | $39.21 M | -0.19% | 3.65% |
| BROWN CAPITAL MANAGEMENT LLC | 05/15/2025 | 1.18 M | $37.72 M | -23.21% | 3.53% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/13/2025 | 1.16 M | $37.12 M | -37.19% | 3.47% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 1.11 M | $35.52 M | -24.35% | 3.32% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 05/12/2025 | 966.42 K | $31.01 M | 0.88% | 2.90% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 864.18 K | $27.73 M | 10.16% | 2.60% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 04/17/2025 | 789.92 K | $25.35 M | 9.57% | 2.37% |
| STATE STREET CORP | 05/15/2025 | 782.12 K | $25.10 M | -1.04% | 2.35% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 763.88 K | $24.52 M | 1.79% | 2.29% |
| JANUS HENDERSON GROUP PLC | 05/15/2025 | 683.32 K | $22.05 M | 7.15% | 2.05% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/14/2025 | 568.02 K | $18.23 M | -0.20% | 1.71% |
| NEUBERGER BERMAN GROUP LLC | 05/13/2025 | 484.95 K | $15.61 M | -0.81% | 1.46% |
| ROYCE & ASSOCIATES LP | 05/06/2025 | 437.63 K | $14.04 M | 0.65% | 1.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 429.86 K | $13.79 M | 7.76% | 1.29% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2025 | 424.04 K | $13.61 M | 69.79% | 1.27% |
| CEREDEX VALUE ADVISORS LLC | 05/14/2025 | 350.50 K | $11.25 M | 59.39% | 1.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/01/2025 | 348.45 K | $11.18 M | -11.41% | 1.05% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 347.41 K | $11.15 M | -33.13% | 1.04% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 05/14/2025 | 344.51 K | $11.06 M | 1,593.90% | 1.03% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 342.07 K | $10.98 M | 117.11% | 1.03% |
| NORTHERN TRUST CORP | 05/13/2025 | 312.28 K | $10.02 M | -3.16% | 0.94% |
| IAT REINSURANCE CO LTD. | 05/07/2025 | 300.00 K | $9.63 M | 0.00% | 0.90% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 05/06/2025 | 257.25 K | $8.26 M | 11.04% | 0.77% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 245.27 K | $7.87 M | 42.28% | 0.74% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/13/2025 | 236.32 K | $7.63 M | -4.23% | 0.71% |
| MORGAN STANLEY | 05/15/2025 | 198.45 K | $6.37 M | 31.18% | 0.60% |
| SEI INVESTMENTS CO | 05/14/2025 | 185.11 K | $5.94 M | -1.10% | 0.56% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 05/15/2025 | 184.92 K | $5.93 M | -0.29% | 0.56% |
| MARSHALL WACE, LLP | 05/15/2025 | 177.36 K | $5.69 M | 100.47% | 0.53% |
| COMERICA BANK | 05/14/2025 | 160.35 K | $5.15 M | -0.78% | 0.48% |
| KEELEY-TETON ADVISORS, LLC | 05/14/2025 | 159.34 K | $5.11 M | 4.48% | 0.48% |
| GOLDMAN SACHS GROUP INC | 05/16/2025 | 143.81 K | $4.61 M | 14.23% | 0.43% |
| GRANITE INVESTMENT PARTNERS, LLC | 05/13/2025 | 131.51 K | $4.22 M | -5.96% | 0.39% |
| ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 121.78 K | $3.91 M | 30.30% | 0.37% |
| UBS GROUP AG | 05/13/2025 | 112.21 K | $3.60 M | -28.42% | 0.34% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 105.70 K | $3.39 M | -9.23% | 0.32% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 05/15/2025 | 101.03 K | $3.24 M | -44.15% | 0.30% |
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 90.70 K | $2.91 M | 7.59% | 0.27% |
| ROYAL BANK OF CANADA | 05/15/2025 | 89.39 K | $2.87 M | 0.63% | 0.27% |
| 05/12/2025 | 86.35 K | $2.77 M | 100.00% | 0.26% | |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 76.23 K | $2.45 M | 100.00% | 0.23% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 70.94 K | $2.28 M | 14.61% | 0.21% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 05/12/2025 | 70.73 K | $2.27 M | 0.00% | 0.21% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 70.55 K | $2.26 M | 17.94% | 0.21% |
| NATIXIS ADVISORS, L.P. | 05/08/2025 | 68.55 K | $2.20 M | 24.30% | 0.21% |
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Helios Technologies, Inc. institutional Ownership - FAQ's
During the previous two years, 221 institutional investors and hedge funds held shares of Helios Technologies, Inc.. The most heavily invested institutionals were:
WASATCH ADVISORS LP: 3.41 M
VANGUARD GROUP INC: 3.3 M
BlackRock, Inc.: 2.43 M
Conestoga Capital Advisors, LLC: 1.97 M
DIMENSIONAL FUND ADVISORS LP: 1.51 M
Sara-Bay Financial: 1.22 M
95.45% of Helios Technologies, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 34.89 M shares in the last 24 months. This purchase volume represents approximately $1.17 B in transactions.