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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
651
shares
|
$34,991
0.0% of portfolio
|
Q3 2025
Added 25.92%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
486
shares
|
$26,122
0.0% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
400
shares
|
$21,500
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
333
shares
|
$17,898
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
321
shares
|
$17,253
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
280
shares
|
$15,050
0.0% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
276
shares
|
$14,835
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
275
shares
|
$14,781
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
250
shares
|
$13,437
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
240
shares
|
$12,900
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
195
shares
|
$10,481
0.0% of portfolio
|
Q3 2025
Added 29.14%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
183
shares
|
$9,836
0.0% of portfolio
|
Q3 2025
Added 19.61%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
171
shares
|
$9,191
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
165
shares
|
$8,868
0.0% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
150
shares
|
$8,062
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
146
shares
|
$7,847
0.0% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
144
shares
|
$7,740
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
102
shares
|
$5,482
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$5,375
0.0% of portfolio
|
Q2 2022
Reduced 89.97%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
90
shares
|
$4,837
0.0% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
88
shares
|
$4,730
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
82
shares
|
$4,407
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
81
shares
|
$4,353
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
78
shares
|
$4,192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
59
shares
|
$3,171
0.0% of portfolio
|
Q3 2025
Added 5.36%
|
|