Helios Technologies, Inc. (HLIO) Ownership

$30.28

$0.18 (-0.59%)
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$29.98
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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%
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%
SWISS NATIONAL BANK 05/12/2025 64.40 K $2.07 M   -1.08% 0.19%

Helios Technologies, Inc. institutional Ownership - FAQ's

During the previous two years, 219 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

95.42% of Helios Technologies, Inc. stock is owned by institutional investors.

Institutional investors have bought a total of 34.72 M shares in the last 24 months. This purchase volume represents approximately $1.05 B in transactions.