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 218 institutions that hold shares in the stock, with a total of 33.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
3,192,859
shares
|
$172 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,375,876
shares
|
$128 Million
0.0% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,660,024
shares
|
$89.2 Million
1.39% of portfolio
|
Q3 2025
Reduced 15.06%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,626,796
shares
|
$87.4 Million
0.02% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
1,530,525
shares
|
$82.3 Million
0.16% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Sara Bay Financial
|
Oct 10, 2025 Q3 2025 |
1,206,514
shares
|
$64.9 Million
19.44% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,167,469
shares
|
$62.8 Million
0.21% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
929,681
shares
|
$50 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.52%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
854,711
shares
|
$45.9 Million
0.25% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
847,365
shares
|
$45.5 Million
0.03% of portfolio
|
Q3 2025
Added 17.01%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Oct 17, 2025 Q3 2025 |
846,258
shares
|
$45.5 Million
0.9% of portfolio
|
Q3 2025
Reduced 16.25%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
809,059
shares
|
$43.5 Million
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
789,917
shares
|
$42.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.28%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
788,071
shares
|
$42.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Oct 22, 2025 Q3 2025 |
775,417
shares
|
$41.7 Million
0.38% of portfolio
|
Q3 2025
Added 28.09%
|
|
|
Ack Asset Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
770,000
shares
|
$41.4 Million
6.39% of portfolio
|
Q3 2025
New holding
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
757,786
shares
|
$40.7 Million
0.95% of portfolio
|
Q3 2025
New holding
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
735,721
shares
|
$39.5 Million
0.11% of portfolio
|
Q3 2025
Added 16.71%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
709,464
shares
|
$38.1 Million
0.03% of portfolio
|
Q3 2025
Added 45.86%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
594,361
shares
|
$31.9 Million
0.02% of portfolio
|
Q3 2025
Added 106.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
562,578
shares
|
$30.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
534,505
shares
|
$28.7 Million
0.01% of portfolio
|
Q3 2025
Added 45.59%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
531,137
shares
|
$28.5 Million
0.01% of portfolio
|
Q3 2025
Added 17.43%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
435,590
shares
|
$23.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
423,214
shares
|
$22.7 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.38%
|
|