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 195 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wasatch Advisors Inc
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
3,407,368
shares
|
$121 Million
0.62% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
3,296,258
shares
|
$118 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,375,876
shares
|
$84.7 Million
0.0% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Conestoga Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,971,463
shares
|
$70.3 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
1,506,946
shares
|
$53.7 Million
0.01% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Sara Bay Financial
|
Apr 11, 2025 Q1 2025 |
1,215,181
shares
|
$43.3 Million
17.29% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,175,408
shares
|
$41.9 Million
1.17% of portfolio
|
Q1 2025
Reduced 23.21%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,156,875
shares
|
$41.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 37.19%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
1,106,921
shares
|
$39.5 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
966,419
shares
|
$34.5 Million
0.12% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
864,184
shares
|
$30.8 Million
0.0% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
789,915
shares
|
$28.2 Million
0.25% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
782,120
shares
|
$27.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
763,883
shares
|
$27.2 Million
0.0% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
683,321
shares
|
$24.4 Million
0.01% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
568,017
shares
|
$20.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
484,954
shares
|
$17.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
437,629
shares
|
$15.6 Million
0.16% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
429,860
shares
|
$15.3 Million
0.0% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
424,039
shares
|
$15.1 Million
0.04% of portfolio
|
Q1 2025
Added 69.79%
|
|
|
Ceredex Value Advisors LLC
|
May 14, 2025 Q1 2025 |
350,500
shares
|
$12.5 Million
0.26% of portfolio
|
Q1 2025
Added 59.39%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
348,448
shares
|
$12.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
344,505
shares
|
$12.3 Million
0.06% of portfolio
|
Q1 2025
Added 1593.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
342,065
shares
|
$12.2 Million
0.0% of portfolio
|
Q1 2025
Added 117.11%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
332,729
shares
|
$11.9 Million
1.17% of portfolio
|
Q4 2024
Added 24.98%
|