Recent Quarter Total Invested
$1.52 B
Recent Quarter Institutional Ownership Percentage
96.12%
Total Invested of Last Quarter
$1.38 B
Ownership Percentage of Last Quarter
93.43%
Helios Technologies, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 08/14/2024 | 4.19 M | $199.93 M | 0.41% | 12.65% |
| VANGUARD GROUP INC | 08/13/2024 | 3.23 M | $154.35 M | -0.35% | 9.77% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 2.89 M | $138.21 M | -11.71% | 8.74% |
| BLACKROCK INC. | 08/13/2024 | 2.38 M | $113.45 M | 2.43% | 7.18% |
| CONESTOGA CAPITAL ADVISORS, LLC | 07/26/2024 | 2.01 M | $95.90 M | -0.11% | 6.07% |
| BROWN CAPITAL MANAGEMENT LLC | 08/12/2024 | 1.98 M | $94.68 M | -11.89% | 5.99% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/13/2024 | 1.39 M | $66.47 M | -1.26% | 4.21% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.28 M | $61.33 M | 4.41% | 3.88% |
| SARA-BAY FINANCIAL | 07/19/2024 | 971,448 | $46.39 M | -0.99% | 2.93% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 08/13/2024 | 898,419 | $42.90 M | 100.00% | 2.71% |
| STATE STREET CORP | 08/14/2024 | 769,078 | $36.72 M | 3.30% | 2.32% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 744,673 | $35.57 M | 4.20% | 2.25% |
| JANUS HENDERSON GROUP PLC | 08/14/2024 | 727,961 | $34.76 M | 5,108.28% | 2.20% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 626,980 | $29.94 M | -4.79% | 1.89% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 471,805 | $22.53 M | -48.61% | 1.43% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 463,657 | $22.14 M | 24.35% | 1.40% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/31/2024 | 421,078 | $20.11 M | 0.00% | 1.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 326,677 | $15.60 M | 10.53% | 0.99% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2024 | 323,346 | $15.44 M | 915.22% | 0.98% |
| IAT REINSURANCE CO LTD. | 08/02/2024 | 300,000 | $14.33 M | 0.00% | 0.91% |
| NORTHERN TRUST CORP | 08/14/2024 | 295,298 | $14.10 M | -3.93% | 0.89% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 289,759 | $13.84 M | -1.72% | 0.88% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 08/12/2024 | 255,485 | $12.20 M | 100.00% | 0.77% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 08/14/2024 | 210,786 | $10.07 M | 100.00% | 0.64% |
| VOYA INVESTMENT MANAGEMENT LLC | 08/14/2024 | 199,003 | $9.50 M | 1,695.73% | 0.60% |
| CEREDEX VALUE ADVISORS LLC | 07/25/2024 | 187,541 | $8.96 M | -36.05% | 0.57% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/15/2024 | 187,475 | $8.95 M | 1.38% | 0.57% |
| MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 08/02/2024 | 178,922 | $8.54 M | 100.00% | 0.54% |
| GRANITE INVESTMENT PARTNERS, LLC | 08/12/2024 | 166,573 | $7.95 M | -0.10% | 0.50% |
| NORGES BANK | 08/14/2024 | 151,368 | $7.23 M | 100.00% | 0.46% |
| SEI INVESTMENTS CO | 08/13/2024 | 151,105 | $7.22 M | 29.11% | 0.46% |
| COMERICA BANK | 08/15/2024 | 150,409 | $7.18 M | 7.90% | 0.45% |
| KEELEY-TETON ADVISORS, LLC | 08/13/2024 | 137,133 | $6.55 M | 86.09% | 0.41% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 134,871 | $6.44 M | -3.25% | 0.41% |
| MORGAN STANLEY | 10/17/2024 | 110,966 | $5.30 M | -18.71% | 0.34% |
| OPHIR ASSET MANAGEMENT PTY LTD | 08/14/2024 | 109,773 | $5.24 M | 100.00% | 0.33% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 106,707 | $5.10 M | 14.35% | 0.32% |
| ROYAL BANK OF CANADA | 11/06/2024 | 96,549 | $4.61 M | -1.08% | 0.29% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 92,300 | $4.41 M | -27.27% | 0.28% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 87,464 | $4.18 M | 0.00% | 0.26% |
| JPMORGAN CHASE & CO | 08/12/2024 | 77,935 | $3.72 M | -18.34% | 0.24% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 74,100 | $3.54 M | -45.92% | 0.22% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 08/12/2024 | 69,738 | $3.33 M | 4.23% | 0.21% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 08/13/2024 | 69,676 | $3.33 M | -32.84% | 0.21% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 67,131 | $3.21 M | 47.33% | 0.20% |
| SWISS NATIONAL BANK | 08/08/2024 | 65,100 | $3.11 M | 0.00% | 0.20% |
| ISTHMUS PARTNERS, LLC | 08/14/2024 | 63,669 | $3.04 M | 1.06% | 0.19% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 08/14/2024 | 57,742 | $2.76 M | -4.50% | 0.17% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 55,661 | $2.66 M | 0.19% | 0.17% |
| INVESCO LTD. | 08/13/2024 | 54,521 | $2.60 M | 0.94% | 0.16% |
Helios Technologies, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of HLIO shares?
During the previous two years, 178 institutional investors and hedge funds held shares of Helios Technologies, Inc.. The most heavily invested institutionals were:
INNEALTA CAPITAL, LLC: 0
Creative Planning: 0
GPS Wealth Strategies Group, LLC: 0
Ameritas Advisory Services, LLC: 0
MASSMUTUAL TRUST CO FSB/ADV: 0
ESSEX INVESTMENT MANAGEMENT CO LLC: 0
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What percentage of Helios Technologies, Inc. stock is owned by institutional investors?
96.12% of Helios Technologies, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at HLIO ?
Institutional investors have bought a total of 27.86 M shares in the last 24 months. This purchase volume represents approximately $1.49 B in transactions.