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 182 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 $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
19,442
shares
|
$893,165
0.01% of portfolio
|
Q3 2024
Added 63.76%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
19,297
shares
|
$886,504
0.24% of portfolio
|
Q1 2023
Added 6.04%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
19,222
shares
|
$883,058
0.01% of portfolio
|
Q2 2024
Added 9.84%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
19,203
shares
|
$882,185
0.66% of portfolio
|
Q1 2024
Reduced 4.53%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
18,260
shares
|
$838,864
0.0% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
17,052
shares
|
$783,368
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
16,561
shares
|
$760,812
0.0% of portfolio
|
Q3 2024
Reduced 32.89%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
14,169
shares
|
$650,923
0.0% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
13,054
shares
|
$599,700
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
12,735
shares
|
$585,045
0.0% of portfolio
|
Q3 2024
Reduced 60.95%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
12,687
shares
|
$582,840
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
12,387
shares
|
$569,058
0.02% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
12,273
shares
|
$563,821
0.0% of portfolio
|
Q1 2022
Reduced 0.5%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
12,210
shares
|
$560,927
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
11,908
shares
|
$547,053
0.0% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
11,616
shares
|
$533,639
0.0% of portfolio
|
Q3 2024
Added 302.36%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
11,200
shares
|
$514,528
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
11,119
shares
|
$510,806
0.18% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10,760
shares
|
$494,314
0.04% of portfolio
|
Q3 2024
Added 47.8%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,480
shares
|
$481,451
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
10,348
shares
|
$475,387
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
10,029
shares
|
$460,732
0.02% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
10,025
shares
|
$460,548
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
9,549
shares
|
$438,681
0.0% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
9,503
shares
|
$436,567
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|