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 181 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 $861 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
246,746
shares
|
$6.84 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.92%
|
|
|
Ceredex Value Advisors LLC
|
Feb 13, 2025 Q4 2024 |
219,900
shares
|
$6.1 Million
0.2% of portfolio
|
Q4 2024
Added 150.19%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
187,176
shares
|
$5.19 Million
0.01% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
185,459
shares
|
$5.14 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Frontier Capital Management CO LLC
|
Feb 14, 2025 Q4 2024 |
180,890
shares
|
$5.02 Million
0.08% of portfolio
|
Q4 2024
Reduced 38.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
172,389
shares
|
$4.78 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
161,610
shares
|
$4.48 Million
0.03% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
157,551
shares
|
$4.37 Million
0.0% of portfolio
|
Q4 2024
Added 16.82%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
156,755
shares
|
$4.35 Million
0.0% of portfolio
|
Q4 2024
Added 567.61%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
152,507
shares
|
$4.23 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
151,282
shares
|
$4.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
143,810
shares
|
$3.99 Million
0.0% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
139,849
shares
|
$3.88 Million
0.28% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
121,779
shares
|
$3.38 Million
0.0% of portfolio
|
Q1 2025
Added 30.3%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
116,450
shares
|
$3.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
115,542
shares
|
$3.21 Million
0.0% of portfolio
|
Q4 2024
Added 94.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
88,835
shares
|
$2.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
88,470
shares
|
$2.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.57%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
86,348
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Norges Bank
Oslo, Q8 |
Feb 12, 2025 Q4 2024 |
86,297
shares
|
$2.39 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
84,300
shares
|
$2.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,272
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Added 31.64%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
70,733
shares
|
$1.96 Million
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
68,553
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Added 24.3%
|
|
|
Swiss National Bank
Zurich, V8 |
Feb 10, 2025 Q4 2024 |
65,100
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2023
Reduced 9.33%
|