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 |
|---|---|---|---|---|---|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
61,895
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
61,408
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
59,816
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Added 23.5%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
56,699
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Rice Hall James & Associates, LLC
|
May 01, 2025 Q1 2025 |
55,984
shares
|
$1.55 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
50,700
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
49,936
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
48,737
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Added 31.64%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
44,648
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 54.73%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
42,591
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.61%
|
|
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
42,351
shares
|
$1.17 Million
0.49% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
39,877
shares
|
$1.11 Million
0.06% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Sapience Investments, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
39,447
shares
|
$1.09 Million
1.12% of portfolio
|
Q4 2024
Reduced 14.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
39,204
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 48.98%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
36,892
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
36,483
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
34,639
shares
|
$960,885
0.01% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
31,066
shares
|
$861,770
0.0% of portfolio
|
Q2 2024
Added 4.04%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
30,843
shares
|
$855,584
0.0% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
30,790
shares
|
$854,114
0.0% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
29,891
shares
|
$829,176
0.0% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
29,715
shares
|
$824,294
0.0% of portfolio
|
Q4 2024
Added 133.33%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
28,451
shares
|
$789,230
0.0% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Cardinal Capital Management
|
Apr 17, 2025 Q1 2025 |
25,310
shares
|
$702,099
0.13% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
24,175
shares
|
$670,614
0.0% of portfolio
|
Q4 2024
New holding
|