Institutional Ownership Helios Technologies, Inc. (HLIO)
This table provides information about the institutional ownership of Helios Technologies, Inc. (HLIO). We have compiled data on the 199 institutions that hold shares in the stock, with a total of 30.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
3,271,027
shares
|
$165 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,375,876
shares
|
$120 Million
0.0% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Conestoga Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,954,386
shares
|
$98.8 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,571,590
shares
|
$79.4 Million
0.01% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
1,263,213
shares
|
$63.8 Million
0.15% of portfolio
|
Q2 2025
Added 30.71%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,215,523
shares
|
$61.4 Million
0.01% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
1,214,181
shares
|
$61.4 Million
15.19% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Aug 14, 2025 Q2 2025 |
1,010,442
shares
|
$51.1 Million
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
932,366
shares
|
$47.1 Million
0.0% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
811,144
shares
|
$41 Million
0.15% of portfolio
|
Q2 2025
Reduced 76.19%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
803,950
shares
|
$40.6 Million
0.0% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
789,981
shares
|
$39.9 Million
0.0% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
724,184
shares
|
$36.6 Million
0.02% of portfolio
|
Q2 2025
Added 27.49%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
630,387
shares
|
$31.9 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
605,367
shares
|
$30.6 Million
0.2% of portfolio
|
Q2 2025
Reduced 23.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
564,393
shares
|
$28.5 Million
0.04% of portfolio
|
Q2 2025
Added 2825.23%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
486,386
shares
|
$24.6 Million
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
452,316
shares
|
$22.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 33.81%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
442,184
shares
|
$22.3 Million
0.0% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
424,828
shares
|
$21.5 Million
0.09% of portfolio
|
Q2 2025
Added 23.32%
|
|
|
Ceredex Value Advisors LLC
|
Aug 13, 2025 Q2 2025 |
417,950
shares
|
$21.1 Million
0.31% of portfolio
|
Q2 2025
Added 19.24%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
385,679
shares
|
$19.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
367,141
shares
|
$18.6 Million
0.0% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
332,729
shares
|
$16.8 Million
1.17% of portfolio
|
Q4 2024
Added 24.98%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
324,197
shares
|
$16.4 Million
0.0% of portfolio
|
Q2 2025
Added 3.82%
|