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 |
---|---|---|---|---|---|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
28
shares
|
$998
0.0% of portfolio
|
Q1 2025
New holding
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
24
shares
|
$855
0.0% of portfolio
|
Q2 2025
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
15
shares
|
$534
0.0% of portfolio
|
Q3 2023
New holding
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
15
shares
|
$534
0.0% of portfolio
|
Q1 2024
Reduced 97.2%
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
14
shares
|
$499
0.0% of portfolio
|
Q1 2025
Added 55.56%
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14
shares
|
$499
0.0% of portfolio
|
Q4 2024
Added 600.0%
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
13
shares
|
$463
0.0% of portfolio
|
Q1 2025
Added 18.18%
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
10
shares
|
$356
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
10
shares
|
$356
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$356
0.0% of portfolio
|
Q1 2025
New holding
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
8
shares
|
$285
0.0% of portfolio
|
Q1 2025
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
7
shares
|
$249
0.0% of portfolio
|
Q1 2025
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5
shares
|
$178
0.0% of portfolio
|
Q1 2025
Reduced 54.55%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
3
shares
|
$106
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1
shares
|
$35
0.0% of portfolio
|
Q3 2024
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
1
shares
|
$35
0.0% of portfolio
|
Q1 2025
Reduced 83.33%
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
1
shares
|
$35
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|