Helios Technologies Inc (HLIO) Ownership

36.03 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Wasatch Advisors Inc. is the biggest individual institutional holder of Helios Technologies Inc (HLIO), owning a total of 3.8 million shares. Combined, the top 37 institutional holders of HLIO own 111.31% of the company with a total of 37 million shares.

In the latest ownership report on March 31st 2025, the top 37 institutional holders decreased their combined ownership of HLIO by 1.2 million shares. 9 institutions bought 448,681 total additional shares and increased their ownership by an average of 11.34%. However 11 institutions sold 1,613,583 total shares and decreased their ownership by an average of 8.48%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Helios Technologies decreased by a net total of -1,164,902 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Wasatch Advisors LP10.223%-3.899%3,407,368-138,2362025-03-31
Vanguard Group Inc9.889%-0.958%3,296,258-31,8692025-03-31
BlackRock Inc7.282%-0.662%2,427,341-16,1662025-03-31
Conestoga Capital Advisors, LLC5.915%-0.758%1,971,463-15,0652025-03-31
Dimensional Fund Advisors, Inc.4.521%4.737%1,506,94668,1602025-03-31
Sara-Bay Financial Corp3.646%-0.188%1,215,181-2,2862025-03-31
Brown Capital Management, LLC3.526%-23.214%1,175,408-355,3402025-03-31
Thrivent Financial For Lutherans3.471%-37.189%1,156,875-684,9482025-03-31
Wellington Management Company LLP3.321%-24.353%1,106,921-356,3442025-03-31
Barrow Hanley Mewhinney & Strauss LLC2.899%0.881%966,4198,4362025-03-31
Bank of America Corp2.593%10.156%864,18479,6752025-03-31
Vaughan Nelson Scarbrgh & Mccullough LP2.370%9.570%789,91568,9902025-03-31
State Street Corp2.347%-1.041%782,120-8,2312025-03-31
Geode Capital Management, LLC2.292%1.787%763,88313,4112025-03-31
HHG PLC2.050%7.154%683,32145,6182025-03-31
T. Rowe Price Investment Management,Inc.1.704%-0.202%568,017-1,1522025-03-31
Neuberger Berman Group LLC1.455%-0.807%484,954-3,9462025-03-31
Royce & Associates, LP1.313%0.651%437,6292,8302025-03-31
Charles Schwab Investment Management Inc1.290%7.762%429,86030,9612025-03-31
Ceredex Value Advisors LLC1.052%59.391%350,500130,6002025-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Wasatch Advisors Inc.11.648%-5.275%3,849,849-214,3682023-09-30
Wasatch Advisors LP10.223%-3.899%3,407,368-138,2362025-03-31
Vanguard Group Inc9.889%-0.958%3,296,258-31,8692025-03-31
T. Rowe Price Associates, Inc.8.302%0.558%2,702,80815,0042022-06-30
BlackRock Inc7.282%-0.662%2,427,341-16,1662025-03-31
Conestoga Capital Advisors, LLC5.915%-0.758%1,971,463-15,0652025-03-31
Dimensional Fund Advisors, Inc.4.521%4.737%1,506,94668,1602025-03-31
Sara-Bay Financial Corp3.646%-0.188%1,215,181-2,2862025-03-31
Brown Capital Management, LLC3.526%-23.214%1,175,408-355,3402025-03-31
Thrivent Financial For Lutherans3.471%-37.189%1,156,875-684,9482025-03-31
Wellington Management Company LLP3.321%-24.353%1,106,921-356,3442025-03-31
Barrow Hanley Mewhinney & Strauss LLC2.899%0.881%966,4198,4362025-03-31
Bank of America Corp2.593%10.156%864,18479,6752025-03-31
Vaughan Nelson Scarbrgh & Mccullough LP2.370%9.570%789,91568,9902025-03-31
State Street Corp2.347%-1.041%782,120-8,2312025-03-31
Geode Capital Management, LLC2.292%1.787%763,88313,4112025-03-31
State Street Corporation2.241%1.062%744,4967,8222024-03-31
HHG PLC2.050%7.154%683,32145,6182025-03-31
T. Rowe Price Investment Management,Inc.1.704%-0.202%568,017-1,1522025-03-31
Loomis, Sayles & Company LP1.702%-3.028%562,433-17,5602023-09-30
ACK Asset Management LLC1.619%-15.748%535,000-100,0002023-09-30
abrdn PLC1.628%2.080%529,96010,7962022-09-30
Bank of New York Mellon Corp1.559%18.498%519,53181,1002024-12-31
Neuberger Berman Group LLC1.455%-0.807%484,954-3,9462025-03-31
ING Investment Management LLC1.351%25.096%450,42990,3622024-12-31
Royce & Associates, LP1.313%0.651%437,6292,8302025-03-31
Charles Schwab Investment Management Inc1.290%7.762%429,86030,9612025-03-31
Royal Bank of Canada1.198%2.776%395,80210,6912023-09-30
New York State Common Retirement Fund1.183%-6.591%393,323-27,7552024-09-30
Ceredex Value Advisors LLC1.052%59.391%350,500130,6002025-03-31
Amvescap Plc.0.952%3.328%310,0179,9862022-06-30
IAT REINSURANCE CO LTD0.903%0.000%300,00002024-06-30
GW&K Investment Management, LLC0.896%-49.552%295,969-290,7082023-06-30
Northern Trust Corp0.889%-3.933%295,298-12,0882024-06-30
Ameriprise Financial Inc0.800%-47.869%264,411-242,7892023-03-31
NORGES BANK0.723%-28.834%239,997-97,2392023-12-31
Silvercrest Asset Management Group LLC0.557%24.741%184,91536,6762024-03-31

Mutual Fund Ownership

Conestoga Small Cap Investors is the biggest individual fund holder of Helios Technologies Inc (HLIO), owning a total of 1.4 million shares. Combined, the top 44 mutual fund holders of HLIO own 64.82% of the company with a total of 21.5 million shares.

In the latest ownership report on May 31st 2025, the top 44 fund holders increased their combined ownership of HLIO by 32 thousand shares. 3 funds bought 15,822 total additional shares and increased their ownership by an average of 0.65%. However 3 funds sold 47,871 total shares and decreased their ownership by an average of 5.2%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Helios Technologies decreased by a net total of -32,049 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.198%0.830%1,066,0838,7732025-05-31
Vanguard Small Cap Index2.518%0.363%839,3143,0392025-05-31
iShares Russell 2000 ETF2.493%0.000%830,83002025-05-31
Vanguard Small Cap Value Index Inv1.619%-0.148%539,537-7992025-05-31
Vanguard Institutional Extnd Mkt Idx Tr1.574%0.770%524,6844,0102025-05-31
Bridge Builder Small/Mid Cap Value1.282%-1.978%427,170-8,6202025-05-31
Diamond Hill Small-Mid Cap Equity0.741%-13.478%246,843-38,4522025-05-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Conestoga Small Cap Investors4.161%-1.165%1,386,774-16,3502025-04-30
Wasatch Core Growth3.249%-3.642%1,083,031-40,9362025-03-31
Vanguard Total Stock Mkt Idx Inv3.198%0.830%1,066,0838,7732025-05-31
Vanguard US Total Market Shares ETF3.161%0.150%1,052,5381,5812024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.061%2.277%1,011,63822,5182023-03-31
Thrivent Small Cap Stock A2.956%0.100%985,1919792025-03-31
Vanguard Small Cap Index2.518%0.363%839,3143,0392025-05-31
iShares Russell 2000 ETF2.493%0.000%830,83002025-05-31
Wasatch Small Cap Growth Investor2.293%-3.949%761,732-31,3202024-06-30
Conestoga Small Cap Growth1.815%5.294%604,81930,4082025-03-31
T. Rowe Price US Small-Cap Core Equity1.731%-20.740%573,327-150,0212023-12-31
T. Rowe Price Small-Cap Stock1.731%-20.740%573,327-150,0212023-12-31
Vanguard Small Cap Value Index Inv1.619%-0.148%539,537-7992025-05-31
Vanguard Institutional Extnd Mkt Idx Tr1.574%0.770%524,6844,0102025-05-31
American Beacon Small Cp Val R51.449%31.101%482,979114,5762025-04-30
Janus Henderson Small Cap Value L1.449%0.000%482,94802025-04-30
Vanguard Extended Market Index Investor1.371%-0.019%452,999-842023-08-31
Bridge Builder Small/Mid Cap Value1.282%-1.978%427,170-8,6202025-05-31
Wasatch Small Cap Value1.279%0.000%426,34702025-03-31
Columbia Small Cap Growth Inst1.246%-16.820%405,633-82,0232022-11-30
Brown Capital Mgmt Small Co Inv1.086%-31.278%362,065-164,7892025-03-31
T. Rowe Price Small-Cap Value1.052%-0.021%350,547-752025-03-31
Ceredex Small Cap Value Equity1.041%59.394%347,000129,3002025-03-31
T. Rowe Price Instl Small-Cap Stock1.039%0.000%343,29402023-09-30
Fidelity Small Cap Index0.997%1.132%332,4263,7212025-03-31
Wellington CIF II SMID Cap Research S30.988%-7.111%328,260-25,1282024-06-30
Wellington SMID Cap Research Equity0.986%-7.111%328,260-25,1282024-06-30
Columbia Small Cap Growth1.002%-33.064%326,420-161,2362022-12-31
Thrivent Small Cap Stock0.977%0.727%325,5402,3482025-03-31
Threadneedle (Lux) Glb Smlr Coms IE0.984%0.000%320,28602022-08-31
Loomis Sayles Small Cap Growth Instl0.969%-2.321%320,240-7,6092023-11-30
Fidelity® Small Cap Index0.957%2.811%316,3388,6482023-10-31
T. Rowe Price U.S. SC Core Eq Tr-Z0.926%-11.389%306,777-39,4292023-12-31
iShares Russell 2000 Growth ETF0.845%0.000%280,44102024-05-30
T. Rowe Price U.S. SC Value Eq Tr-Z0.830%-32.885%274,725-134,6122023-12-31
Voya Small Cap Growth I0.777%1.531%258,5893,9002025-01-31
Voya Small Cap Growth (Portland)0.766%28.732%254,68956,8452024-12-31
Voya Small Cap Growth0.765%28.732%254,68956,8452024-12-31
Diamond Hill Small-Mid Cap Equity0.741%-13.478%246,843-38,4522025-05-31
DFA US Micro Cap I0.736%0.000%244,71302024-11-30
Vanguard Small Cap Growth Index Inv0.719%-0.275%238,665-6582024-03-31
Wasatch Micro Cap0.716%39.230%237,75566,9912024-03-31
DFA US Targeted Value I0.645%4.227%214,8208,7132025-04-30
Multi-Manager Small Cap Eq Strat Inst0.641%16.007%213,61129,4752025-04-30

Discussions

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thaddeus_knieght5/2/25 05:31pm

$HLIO I actually want the market pullback 5% is pretty crazy how this market keep going and going

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BritneyHuphrey3/13/25 06:41am

$HLIO tomorrow im gunna have a fucking good day regardless if its red or green. Red is buy green is hodl.

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aussie71311/29/24 01:32am

$HLIO I need a smoke after this trade

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mezzymez210/19/24 08:23am

$HLIO Monday I'm out Apes
going to enjoy these gains

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Modok10/18/24 06:22am

$HLIO get over the hump

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