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 182 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 $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
3,543,128
shares
|
$162 Million
0.84% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
3,315,068
shares
|
$151 Million
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,375,876
shares
|
$108 Million
0.0% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,022,724
shares
|
$92.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.12%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,820,140
shares
|
$83 Million
0.16% of portfolio
|
Q3 2024
Added 30.75%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
1,813,404
shares
|
$82.7 Million
1.89% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,720,401
shares
|
$78.5 Million
1.14% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
1,359,608
shares
|
$62 Million
0.02% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
999,115
shares
|
$45.6 Million
0.16% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Sara Bay Financial
|
Oct 07, 2024 Q3 2024 |
970,379
shares
|
$44.3 Million
16.76% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
791,322
shares
|
$36.1 Million
0.0% of portfolio
|
Q3 2024
Added 26.21%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
773,777
shares
|
$35.3 Million
0.0% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
752,544
shares
|
$34.3 Million
0.0% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
632,019
shares
|
$28.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
566,914
shares
|
$25.9 Million
0.02% of portfolio
|
Q3 2024
Added 20.16%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
479,134
shares
|
$21.9 Million
0.02% of portfolio
|
Q3 2024
Added 48.18%
|
|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
393,323
shares
|
$17.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
388,659
shares
|
$17.7 Million
0.18% of portfolio
|
Q3 2024
Added 34.13%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
364,984
shares
|
$16.7 Million
0.0% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
346,781
shares
|
$15.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 96.8%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
324,305
shares
|
$14.8 Million
0.02% of portfolio
|
Q3 2024
Added 26.94%
|
|
|
Iat Reinsurance CO Ltd.
New York, NY |
Nov 08, 2024 Q3 2024 |
300,000
shares
|
$13.7 Million
3.87% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Frontier Capital Management CO LLC
|
Nov 14, 2024 Q3 2024 |
296,291
shares
|
$13.5 Million
0.14% of portfolio
|
Q3 2024
Added 40.56%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
294,754
shares
|
$13.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Nov 04, 2024 Q3 2024 |
285,805
shares
|
$13 Million
0.06% of portfolio
|
Q3 2024
New holding
|