Helios Technologies Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 2.59 M | $231.41 M | 6.14% | 7.83% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.64 M | $146.47 M | 9.02% | 4.96% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.55 M | $138.28 M | -4.29% | 4.68% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.46 M | $130.49 M | -1.03% | 4.42% |
| SARA-BAY FINANCIAL | 07/17/2026 | 1.15 M | $102.34 M | -0.63% | 3.46% |
| CONESTOGA CAPITAL ADVISORS, LLC | 07/24/2026 | 1.08 M | $96.78 M | -18.18% | 3.28% |
| INVESCO LTD. | 08/14/2026 | 1.08 M | $96.66 M | 394.14% | 3.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 979.45 K | $87.43 M | 17.04% | 2.96% |
| JENNISON ASSOCIATES LLC | 08/03/2026 | 977.55 K | $87.25 M | -5.64% | 2.95% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 918.91 K | $82.01 M | -0.72% | 2.78% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 887.42 K | $79.20 M | -32.09% | 2.68% |
| STATE STREET CORP | 08/07/2026 | 841.95 K | $75.15 M | 6.85% | 2.54% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 834.22 K | $74.45 M | -10.40% | 2.52% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 779.23 K | $69.55 M | -0.41% | 2.35% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 761.88 K | $68.01 M | 7.04% | 2.30% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 743.43 K | $66.35 M | 0.56% | 2.25% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 08/14/2026 | 718.69 K | $64.14 M | -6.50% | 2.17% |
| ACK ASSET MANAGEMENT LLC | 08/13/2026 | 681.00 K | $60.78 M | -12.73% | 2.06% |
| WASATCH ADVISORS LP | 07/10/2026 | 660.09 K | $58.91 M | -17.39% | 1.99% |
| NUVEEN, LLC | 08/11/2026 | 507.05 K | $45.25 M | 53.88% | 1.53% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 449.11 K | $40.08 M | 0.00% | 1.36% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 411.13 K | $36.69 M | -19.47% | 1.24% |
| JUPITER TOPCO LLC | 08/14/2026 | 408.25 K | $36.44 M | 100.00% | 1.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 407.86 K | $36.40 M | -2.90% | 1.23% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 407.86 K | $36.40 M | 100.00% | 1.23% |
| ABRDN PLC | 07/31/2026 | 397.40 K | $35.47 M | 37.40% | 1.20% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 395.61 K | $35.31 M | -27.31% | 1.20% |
| NORTHERN TRUST CORP | 08/13/2026 | 334.73 K | $29.87 M | 5.36% | 1.01% |
| IAT REINSURANCE CO LTD. | 08/13/2026 | 300.00 K | $13.39 M | 0.00% | 0.91% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 08/14/2026 | 299.43 K | $26.72 M | 51.25% | 0.90% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 283.54 K | $25.31 M | 1.23% | 0.86% |
| APERTURE INVESTORS, LLC | 08/14/2026 | 270.57 K | $24.15 M | -11.00% | 0.82% |
| FMR LLC | 08/13/2026 | 269.42 K | $24.05 M | 962.50% | 0.81% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 252.20 K | $22.51 M | -5.23% | 0.76% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 222.68 K | $19.87 M | -2.81% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 222.08 K | $19.82 M | 3.66% | 0.67% |
| MORGAN STANLEY | 08/13/2026 | 218.48 K | $19.50 M | 55.68% | 0.66% |
| LEEWARD INVESTMENTS, LLC - MA | 07/30/2026 | 209.03 K | $18.66 M | 40.04% | 0.63% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 201.49 K | $17.98 M | -15.30% | 0.61% |
| JANE STREET GROUP, LLC | 08/14/2026 | 182.63 K | $16.30 M | -5.55% | 0.55% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 181.11 K | $16.16 M | 93.46% | 0.55% |
| CITADEL ADVISORS LLC | 08/14/2026 | 168.28 K | $15.02 M | 52.13% | 0.51% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 167.18 K | $14.92 M | 3.33% | 0.51% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/14/2026 | 165.27 K | $14.75 M | -8.25% | 0.50% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 151.33 K | $13.51 M | -6.45% | 0.46% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 145.46 K | $12.98 M | 106.42% | 0.44% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 141.95 K | $12.67 M | 100.00% | 0.43% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 138.27 K | $12.34 M | 100.00% | 0.42% |
| UBS GROUP AG | 08/13/2026 | 137.86 K | $12.30 M | 200.63% | 0.42% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 08/12/2026 | 130.00 K | $11.60 M | 100.00% | 0.39% |
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Helios Technologies Inc institutional Ownership - FAQ's
During the previous two years, 353 institutional investors and hedge funds held shares of Helios Technologies Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 2.59 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 1.64 M
DIMENSIONAL FUND ADVISORS LP: 1.55 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.46 M
Sara-Bay Financial: 1.15 M
Conestoga Capital Advisors, LLC: 1.08 M
98.39% of Helios Technologies Inc stock is owned by institutional investors.
Institutional investors have bought a total of 39.73 M shares in the last 24 months. This purchase volume represents approximately $2.60 B in transactions.