Helios Technologies Inc (HLIO) Ownership

26.43 ↓1.28 (-4.62%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

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 114.79% of the company with a total of 38.1 million shares.

In the latest ownership report on December 31st 2024, the top 37 institutional holders increased their combined ownership of HLIO by 733 thousand shares. 16 institutions bought 1,625,183 total additional shares and increased their ownership by an average of 370.19%. However 5 institutions sold 892,132 total shares and decreased their ownership by an average of 9.7%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Helios Technologies increased by a net total of 733,051 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Wasatch Advisors LP	10.649%	0.070%	3,545,604	2,476	2024-12-31
Vanguard Group Inc	9.996%	0.394%	3,328,127	13,059	2024-12-31
BlackRock Inc	7.339%	0.043%	2,443,507	1,061	2024-12-31
Conestoga Capital Advisors, LLC	5.966%	15.469%	1,986,528	266,127	2024-12-31
Thrivent Financial For Lutherans	5.532%	1.191%	1,841,823	21,683	2024-12-31
Brown Capital Management, LLC	4.597%	-15.587%	1,530,748	-282,656	2024-12-31
Wellington Management Company LLP	4.395%	-27.659%	1,463,265	-559,459	2024-12-31
Dimensional Fund Advisors, Inc.	4.321%	5.824%	1,438,786	79,178	2024-12-31
Sara-Bay Financial Corp	3.657%	25.463%	1,217,467	247,088	2024-12-31
Barrow Hanley Mewhinney & Strauss LLC	2.877%	-4.117%	957,983	-41,132	2024-12-31
State Street Corp	2.374%	2.142%	790,351	16,574	2024-12-31
Bank of America Corp	2.356%	-0.861%	784,509	-6,813	2024-12-31
Geode Capital Management, LLC	2.254%	-0.275%	750,472	-2,072	2024-12-31
Vaughan Nelson Scarbrgh & Mccullough LP	2.165%	5,804.380%	720,925	708,715	2024-12-31
HHG PLC	1.915%	0.899%	637,703	5,684	2024-12-31
T. Rowe Price Investment Management,Inc.	1.709%	0.398%	569,169	2,255	2024-12-31
Bank of New York Mellon Corp	1.560%	18.498%	519,531	81,100	2024-12-31
Neuberger Berman Group LLC	1.468%	2.038%	488,900	9,766	2024-12-31
ING Investment Management LLC	1.353%	25.096%	450,429	90,362	2024-12-31
Royce & Associates, LP	1.306%	11.872%	434,799	46,140	2024-12-31
Charles Schwab Investment Management Inc	1.200%	9.292%	398,899	33,915	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Wasatch Advisors Inc.	11.648%	-5.275%	3,849,849	-214,368	2023-09-30
Wasatch Advisors LP	10.649%	0.070%	3,545,604	2,476	2024-12-31
Vanguard Group Inc	9.996%	0.394%	3,328,127	13,059	2024-12-31
T. Rowe Price Associates, Inc.	8.302%	0.558%	2,702,808	15,004	2022-06-30
BlackRock Inc	7.339%	0.043%	2,443,507	1,061	2024-12-31
Conestoga Capital Advisors, LLC	5.966%	15.469%	1,986,528	266,127	2024-12-31
Thrivent Financial For Lutherans	5.532%	1.191%	1,841,823	21,683	2024-12-31
Brown Capital Management, LLC	4.597%	-15.587%	1,530,748	-282,656	2024-12-31
Wellington Management Company LLP	4.395%	-27.659%	1,463,265	-559,459	2024-12-31
Dimensional Fund Advisors, Inc.	4.321%	5.824%	1,438,786	79,178	2024-12-31
Sara-Bay Financial Corp	3.657%	25.463%	1,217,467	247,088	2024-12-31
Barrow Hanley Mewhinney & Strauss LLC	2.877%	-4.117%	957,983	-41,132	2024-12-31
State Street Corp	2.374%	2.142%	790,351	16,574	2024-12-31
Bank of America Corp	2.356%	-0.861%	784,509	-6,813	2024-12-31
Geode Capital Management, LLC	2.254%	-0.275%	750,472	-2,072	2024-12-31
State Street Corporation	2.241%	1.062%	744,496	7,822	2024-03-31
Vaughan Nelson Scarbrgh & Mccullough LP	2.165%	5,804.380%	720,925	708,715	2024-12-31
HHG PLC	1.915%	0.899%	637,703	5,684	2024-12-31
T. Rowe Price Investment Management,Inc.	1.709%	0.398%	569,169	2,255	2024-12-31
Loomis, Sayles & Company LP	1.702%	-3.028%	562,433	-17,560	2023-09-30
ACK Asset Management LLC	1.619%	-15.748%	535,000	-100,000	2023-09-30
abrdn PLC	1.628%	2.080%	529,960	10,796	2022-09-30
Bank of New York Mellon Corp	1.560%	18.498%	519,531	81,100	2024-12-31
Neuberger Berman Group LLC	1.468%	2.038%	488,900	9,766	2024-12-31
ING Investment Management LLC	1.353%	25.096%	450,429	90,362	2024-12-31
Royce & Associates, LP	1.306%	11.872%	434,799	46,140	2024-12-31
Charles Schwab Investment Management Inc	1.200%	9.292%	398,899	33,915	2024-12-31
Royal Bank of Canada	1.198%	2.776%	395,802	10,691	2023-09-30
New York State Common Retirement Fund	1.183%	-6.591%	393,323	-27,755	2024-09-30
Amvescap Plc.	0.952%	3.328%	310,017	9,986	2022-06-30
IAT REINSURANCE CO LTD	0.903%	0.000%	300,000	0	2024-06-30
GW&K Investment Management, LLC	0.896%	-49.552%	295,969	-290,708	2023-06-30
Northern Trust Corp	0.889%	-3.933%	295,298	-12,088	2024-06-30
Ameriprise Financial Inc	0.800%	-47.869%	264,411	-242,789	2023-03-31
NORGES BANK	0.723%	-28.834%	239,997	-97,239	2023-12-31
Ceredex Value Advisors LLC	0.565%	-36.045%	187,541	-105,700	2024-06-30
Silvercrest Asset Management Group LLC	0.557%	24.741%	184,915	36,676	2024-03-31

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 41 mutual fund holders of HLIO own 61.59% of the company with a total of 20.4 million shares.

In the latest ownership report on February 28th 2025, the top 41 fund holders increased their combined ownership of HLIO by 22 thousand shares. 4 funds bought 34,261 total additional shares and increased their ownership by an average of 1.44%. However 2 funds sold 12,709 total shares and decreased their ownership by an average of 0.83%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Helios Technologies increased by a net total of 21,552 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.138%	0.115%	1,044,674	1,200	2025-02-28
Vanguard Small Cap Index	2.549%	0.082%	848,738	693	2025-02-28
iShares Russell 2000 ETF	2.533%	-1.163%	843,428	-9,928	2025-02-28
Bridge Builder Small/Mid Cap Value	1.844%	5.422%	613,915	31,575	2025-02-28
Vanguard Small Cap Value Index Inv	1.676%	-0.496%	558,159	-2,781	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.521%	0.157%	506,338	793	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Conestoga Small Cap Investors	4.279%	0.000%	1,424,597	0	2025-01-31
Wasatch Core Growth	3.376%	-1.515%	1,123,967	-17,287	2024-12-31
Vanguard Total Stock Mkt Idx Inv	3.138%	0.115%	1,044,674	1,200	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.061%	2.277%	1,011,638	22,518	2023-03-31
Thrivent Small Cap Stock A	2.956%	0.000%	984,212	0	2024-12-31
Vanguard Small Cap Index	2.549%	0.082%	848,738	693	2025-02-28
iShares Russell 2000 ETF	2.533%	-1.163%	843,428	-9,928	2025-02-28
Wasatch Small Cap Growth Investor	2.293%	-3.949%	761,732	-31,320	2024-06-30
Bridge Builder Small/Mid Cap Value	1.844%	5.422%	613,915	31,575	2025-02-28
Conestoga Small Cap Growth	1.725%	0.218%	574,411	1,252	2024-12-31
T. Rowe Price Small-Cap Stock	1.731%	-20.740%	573,327	-150,021	2023-12-31
T. Rowe Price US Small-Cap Core Equity	1.731%	-20.740%	573,327	-150,021	2023-12-31
Vanguard Small Cap Value Index Inv	1.676%	-0.496%	558,159	-2,781	2025-02-28
Brown Capital Mgmt Small Co Inv	1.582%	-37.560%	526,854	-316,923	2024-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.521%	0.157%	506,338	793	2025-02-28
Janus Henderson Small Cap Value L	1.509%	14.874%	502,491	65,062	2025-01-31
American Beacon Small Cp Val R5	1.508%	-0.636%	501,982	-3,215	2025-01-31
Vanguard Extended Market Index Investor	1.371%	-0.019%	452,999	-84	2023-08-31
Wasatch Small Cap Value	1.281%	0.307%	426,347	1,305	2024-12-31
Columbia Small Cap Growth Inst	1.246%	-16.820%	405,633	-82,023	2022-11-30
T. Rowe Price Small-Cap Value	1.053%	-0.072%	350,622	-254	2025-01-31
T. Rowe Price Instl Small-Cap Stock	1.039%	0.000%	343,294	0	2023-09-30
Fidelity Small Cap Index	1.002%	-1.057%	333,510	-3,561	2024-12-31
Wellington SMID Cap Research Equity	0.986%	-7.111%	328,260	-25,128	2024-06-30
Wellington CIF II SMID Cap Research S3	0.988%	-7.111%	328,260	-25,128	2024-06-30
Columbia Small Cap Growth	1.002%	-33.064%	326,420	-161,236	2022-12-31
Thrivent Small Cap Stock	0.971%	0.000%	323,192	0	2024-12-31
Threadneedle (Lux) Glb Smlr Coms IE	0.984%	0.000%	320,286	0	2022-08-31
Loomis Sayles Small Cap Growth Instl	0.969%	-2.321%	320,240	-7,609	2023-11-30
Fidelity® Small Cap Index	0.957%	2.811%	316,338	8,648	2023-10-31
Ceredex Small Cap Value Equity	0.942%	8.164%	312,691	23,600	2024-04-30
T. Rowe Price U.S. SC Core Eq Tr-Z	0.926%	-11.389%	306,777	-39,429	2023-12-31
iShares Russell 2000 Growth ETF	0.845%	0.000%	280,441	0	2024-05-30
T. Rowe Price U.S. SC Value Eq Tr-Z	0.830%	-32.885%	274,725	-134,612	2023-12-31
Voya Small Cap Growth I	0.777%	1.531%	258,589	3,900	2025-01-31
Voya Small Cap Growth	0.765%	28.732%	254,689	56,845	2024-12-31
Voya Small Cap Growth (Portland)	0.766%	28.732%	254,689	56,845	2024-12-31
DFA US Micro Cap I	0.736%	0.000%	244,713	0	2024-11-30
Vanguard Small Cap Growth Index Inv	0.719%	-0.275%	238,665	-658	2024-03-31
Wasatch Micro Cap	0.716%	39.230%	237,755	66,991	2024-03-31
Diamond Hill Small-Mid Cap Equity	0.712%	-0.020%	236,721	-48	2024-11-30