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 185 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 $1.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Apr 18, 2024 Q1 2024 |
4,169,735
shares
|
$199 Million
0.98% of portfolio
|
Q1 2024
Added 8.72%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
3,278,538
shares
|
$157 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
3,243,814
shares
|
$155 Million
0.0% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
2,319,493
shares
|
$111 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2024 Q1 2024 |
2,250,288
shares
|
$107 Million
1.81% of portfolio
|
Q1 2024
Reduced 27.74%
|
|
|
Conestoga Capital Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
2,010,417
shares
|
$96 Million
1.31% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
1,409,738
shares
|
$67.3 Million
0.13% of portfolio
|
Q1 2024
Added 4.16%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
1,230,224
shares
|
$58.7 Million
0.02% of portfolio
|
Q1 2024
Added 2.62%
|
|
|
Sara Bay Financial
|
Apr 16, 2024 Q1 2024 |
981,197
shares
|
$46.9 Million
19.39% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 15, 2024 Q1 2024 |
918,052
shares
|
$43.8 Million
0.03% of portfolio
|
Q1 2024
Reduced 56.42%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
744,496
shares
|
$35.5 Million
0.0% of portfolio
|
Q1 2024
Added 1.06%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
714,665
shares
|
$34.1 Million
0.0% of portfolio
|
Q1 2024
Added 2.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
658,519
shares
|
$31.4 Million
0.0% of portfolio
|
Q1 2024
Added 46.4%
|
|
|
New York State Common Retirement Fund
|
May 07, 2024 Q1 2024 |
421,070
shares
|
$20.1 Million
0.02% of portfolio
|
Q1 2024
Reduced -0.0%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
307,386
shares
|
$14.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.87%
|
|
|
Iat Reinsurance CO Ltd.
New York, NY |
May 09, 2024 Q1 2024 |
300,000
shares
|
$14.3 Million
2.88% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
295,565
shares
|
$14.1 Million
0.0% of portfolio
|
Q1 2024
Added 14.13%
|
|
|
Royce & Associates LP
|
May 13, 2024 Q1 2024 |
294,824
shares
|
$14.1 Million
0.12% of portfolio
|
Q1 2024
Added 1.29%
|
|
|
Ceredex Value Advisors LLC
|
Apr 30, 2024 Q1 2024 |
293,241
shares
|
$14 Million
0.23% of portfolio
|
Q1 2024
Added 1.78%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2024 Q1 2024 |
184,915
shares
|
$8.83 Million
0.06% of portfolio
|
Q1 2024
Added 24.74%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
168,752
shares
|
$8.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.5%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2024 Q1 2024 |
166,738
shares
|
$7.96 Million
0.29% of portfolio
|
Q1 2024
Added 19.92%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2024 Q1 2024 |
159,419
shares
|
$7.61 Million
0.03% of portfolio
|
Q1 2024
Added 36.59%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
139,405
shares
|
$6.66 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
139,395
shares
|
$6.66 Million
0.03% of portfolio
|
Q1 2024
Reduced 4.57%
|
|