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 180 institutions that hold shares in the stock, with a total of 31 Million shares, which have been reported (via 13F filing form) to have a value of $860 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
3,545,604
shares
|
$98.4 Million
0.8% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
3,328,127
shares
|
$92.3 Million
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,375,876
shares
|
$65.9 Million
0.0% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Conestoga Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,971,463
shares
|
$54.7 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,841,823
shares
|
$51.1 Million
0.16% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
1,530,748
shares
|
$42.5 Million
1.62% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
1,438,786
shares
|
$39.9 Million
0.02% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Sara Bay Financial
|
Apr 11, 2025 Q1 2025 |
1,215,181
shares
|
$33.7 Million
17.29% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Feb 18, 2025 Q4 2024 |
957,983
shares
|
$26.6 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
790,351
shares
|
$21.9 Million
0.0% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
789,915
shares
|
$21.9 Million
0.25% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
784,509
shares
|
$21.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
750,472
shares
|
$20.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
637,703
shares
|
$17.7 Million
0.02% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
569,169
shares
|
$15.8 Million
0.02% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
488,900
shares
|
$13.6 Million
0.02% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
450,429
shares
|
$12.5 Million
0.03% of portfolio
|
Q4 2024
Added 25.1%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
437,629
shares
|
$12.1 Million
0.16% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
398,899
shares
|
$11.1 Million
0.0% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
348,448
shares
|
$9.67 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
332,729
shares
|
$9.23 Million
1.17% of portfolio
|
Q4 2024
Added 24.98%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
322,472
shares
|
$8.95 Million
0.0% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Iat Reinsurance CO Ltd.
New York, NY |
May 07, 2025 Q1 2025 |
300,000
shares
|
$8.32 Million
2.69% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
257,251
shares
|
$7.14 Million
0.04% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
249,738
shares
|
$6.93 Million
0.03% of portfolio
|
Q4 2024
Added 362.83%
|