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 195 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
7,400
shares
|
$263,810
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
7,378
shares
|
$263,025
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
7,198
shares
|
$256,608
0.0% of portfolio
|
Q1 2025
Reduced 23.13%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
7,136
shares
|
$254,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
7,087
shares
|
$252,651
0.03% of portfolio
|
Q2 2019
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
7,077
shares
|
$252,295
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
7,048
shares
|
$251,261
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
6,765
shares
|
$241,172
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
6,426
shares
|
$229,086
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
5,187
shares
|
$184,916
0.0% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
4,653
shares
|
$165,879
0.0% of portfolio
|
Q1 2025
Reduced 96.88%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
3,842
shares
|
$136,967
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,750
shares
|
$133,687
0.0% of portfolio
|
Q4 2021
Reduced 8.51%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
3,750
shares
|
$133,687
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
3,748
shares
|
$133,616
0.02% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,258
shares
|
$116,147
0.0% of portfolio
|
Q3 2023
Added 20.35%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3,043
shares
|
$108,482
0.0% of portfolio
|
Q1 2025
Added 170.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
2,594
shares
|
$92,476
0.0% of portfolio
|
Q1 2025
Reduced 71.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,507
shares
|
$53,724
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
1,424
shares
|
$50,765
0.0% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,311
shares
|
$46,737
0.0% of portfolio
|
Q1 2025
Added 7183.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,206
shares
|
$42,993
0.0% of portfolio
|
Q1 2020
Added 2.9%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
1,169
shares
|
$41,674
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,124
shares
|
$40,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,077
shares
|
$38,395
0.01% of portfolio
|
Q2 2025
Added 398.61%
|