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 |
---|---|---|---|---|---|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,045
shares
|
$37,254
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,023
shares
|
$36,469
0.01% of portfolio
|
Q1 2025
Added 406.44%
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
805
shares
|
$28,698
0.0% of portfolio
|
Q1 2025
New holding
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 14, 2025 Q1 2025 |
594
shares
|
$21,176
0.0% of portfolio
|
Q1 2025
Added 12.08%
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
419
shares
|
$14,937
0.0% of portfolio
|
Q1 2025
Reduced 39.01%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
403
shares
|
$14,366
0.0% of portfolio
|
Q1 2025
Added 583.05%
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
400
shares
|
$14,260
0.0% of portfolio
|
Q1 2023
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
237
shares
|
$8,449
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
226
shares
|
$8,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
205
shares
|
$7,308
0.0% of portfolio
|
Q1 2025
Reduced 43.21%
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
170
shares
|
$6,060
0.0% of portfolio
|
Q1 2024
New holding
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
150
shares
|
$5,347
0.0% of portfolio
|
Q3 2023
New holding
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
144
shares
|
$5,133
0.0% of portfolio
|
Q2 2025
Added 18.03%
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
130
shares
|
$4,634
0.0% of portfolio
|
Q1 2025
Reduced 96.71%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
120
shares
|
$4,278
0.0% of portfolio
|
Q1 2025
Reduced 56.68%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$3,565
0.0% of portfolio
|
Q2 2022
Reduced 89.97%
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
88
shares
|
$3,137
0.0% of portfolio
|
Q3 2023
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
82
shares
|
$2,923
0.0% of portfolio
|
Q1 2025
Reduced 30.51%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
82
shares
|
$2,923
0.0% of portfolio
|
Q3 2022
New holding
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
56
shares
|
$1,996
0.0% of portfolio
|
Q2 2025
New holding
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
54
shares
|
$1,925
0.0% of portfolio
|
Q2 2025
Added 1700.0%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
43
shares
|
$1,532
0.0% of portfolio
|
Q1 2025
Added 53.57%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
43
shares
|
$1,532
0.0% of portfolio
|
Q4 2024
Reduced 33.85%
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
30
shares
|
$1,069
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
28
shares
|
$998
0.0% of portfolio
|
Q1 2025
New holding
|