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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
3,750
shares
|
$104,025
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,732
shares
|
$103,525
0.0% of portfolio
|
Q4 2024
Added 148.8%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
3,600
shares
|
$99,864
0.02% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
3,258
shares
|
$90,376
0.0% of portfolio
|
Q3 2023
Added 20.35%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
1,408
shares
|
$39,057
0.0% of portfolio
|
Q4 2024
Reduced 35.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,206
shares
|
$33,454
0.0% of portfolio
|
Q1 2020
Added 2.9%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
1,169
shares
|
$32,428
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,124
shares
|
$31,179
0.0% of portfolio
|
Q4 2024
Reduced 90.93%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,045
shares
|
$28,988
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
805
shares
|
$22,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
530
shares
|
$14,702
0.0% of portfolio
|
Q4 2024
Added 34.86%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
485
shares
|
$13,453
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
441
shares
|
$12,233
0.0% of portfolio
|
Q4 2024
Reduced 80.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
419
shares
|
$11,623
0.0% of portfolio
|
Q1 2025
Reduced 39.01%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
403
shares
|
$11,179
0.0% of portfolio
|
Q1 2025
Added 583.05%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
400
shares
|
$11,096
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
361
shares
|
$10,014
0.0% of portfolio
|
Q4 2024
Added 501.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
237
shares
|
$6,574
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
216
shares
|
$5,991
0.0% of portfolio
|
Q1 2025
Added 62.41%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
202
shares
|
$5,603
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
170
shares
|
$4,715
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
161
shares
|
$4,466
0.0% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
150
shares
|
$4,161
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
122
shares
|
$3,384
0.0% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
120
shares
|
$3,328
0.0% of portfolio
|
Q1 2025
Reduced 56.68%
|