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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
118
shares
|
$3,273
0.0% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$2,774
0.0% of portfolio
|
Q2 2022
Reduced 89.97%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$2,774
0.0% of portfolio
|
Q4 2024
Reduced 52.61%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
88
shares
|
$2,441
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
82
shares
|
$2,274
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
43
shares
|
$1,192
0.0% of portfolio
|
Q4 2024
Reduced 33.85%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
43
shares
|
$1,192
0.0% of portfolio
|
Q1 2025
Added 53.57%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
35
shares
|
$970
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
30
shares
|
$832
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
18
shares
|
$499
0.0% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
15
shares
|
$416
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
15
shares
|
$416
0.0% of portfolio
|
Q1 2024
Reduced 97.2%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14
shares
|
$388
0.0% of portfolio
|
Q4 2024
Added 600.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
13
shares
|
$360
0.0% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
12
shares
|
$332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
10
shares
|
$277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
10
shares
|
$277
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
9
shares
|
$249
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
7
shares
|
$194
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
7
shares
|
$194
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
5
shares
|
$138
0.0% of portfolio
|
Q1 2025
Reduced 54.55%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
3
shares
|
$83
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
3
shares
|
$83
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
3
shares
|
$83
0.0% of portfolio
|
Q1 2025
New holding
|