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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
375,522
shares
|
$20.2 Million
0.0% of portfolio
|
Q3 2025
Added 28.87%
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
370,079
shares
|
$19.9 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
335,505
shares
|
$18 Million
0.0% of portfolio
|
Q3 2025
Added 71.09%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
332,729
shares
|
$17.9 Million
1.17% of portfolio
|
Q4 2024
Added 24.98%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
322,954
shares
|
$17.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
312,820
shares
|
$16.8 Million
0.02% of portfolio
|
Q3 2025
Added 19.75%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
309,697
shares
|
$16.6 Million
0.01% of portfolio
|
Q3 2025
Added 31.54%
|
|
|
Iat Reinsurance CO Ltd.
New York, NY |
Nov 10, 2025 Q3 2025 |
300,000
shares
|
$16.1 Million
4.59% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Nov 05, 2025 Q3 2025 |
291,228
shares
|
$15.7 Million
0.08% of portfolio
|
Q3 2025
Added 13.21%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
280,040
shares
|
$15.1 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
273,828
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ceredex Value Advisors LLC
|
Nov 14, 2025 Q3 2025 |
192,800
shares
|
$10.4 Million
0.24% of portfolio
|
Q3 2025
Reduced 53.87%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
178,417
shares
|
$9.59 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
175,090
shares
|
$9.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
168,804
shares
|
$9.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.88%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
159,336
shares
|
$8.56 Million
0.68% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
144,192
shares
|
$7.75 Million
0.0% of portfolio
|
Q3 2025
Added 86.42%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
135,577
shares
|
$7.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.95%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
109,906
shares
|
$5.91 Million
0.34% of portfolio
|
Q3 2025
Reduced 14.07%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
107,861
shares
|
$5.8 Million
0.0% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
97,859
shares
|
$5.26 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
95,771
shares
|
$5.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 65.3%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
92,432
shares
|
$4.97 Million
0.0% of portfolio
|
Q3 2025
Added 88.48%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
86,348
shares
|
$4.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
83,979
shares
|
$4.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.3%
|
|