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 219 institutions that hold shares in the stock, with a total of 33.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
37,463
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
36,850
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
36,000
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 63.55%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
34,088
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
32,855
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
31,700
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 62.44%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
30,843
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
30,706
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
26,693
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 41.22%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
26,395
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
25,826
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Added 20.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
25,639
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.11%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2025 Q3 2025 |
25,590
shares
|
$1.38 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
25,075
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
23,434
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.14%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
22,856
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.75%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
22,431
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2025
Reduced 79.42%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
21,635
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2025
Added 15.57%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
19,297
shares
|
$1.04 Million
0.24% of portfolio
|
Q1 2023
Added 6.04%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
17,759
shares
|
$954,546
0.01% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
17,070
shares
|
$917,512
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
16,034
shares
|
$861,827
0.0% of portfolio
|
Q3 2025
Added 19.7%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
15,795
shares
|
$848,981
0.0% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
15,417
shares
|
$828,663
0.0% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15,267
shares
|
$820,601
0.32% of portfolio
|
Q3 2025
Reduced 51.27%
|
|