Helios Technologies Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 2.44 M | $158.08 M | -1.04% | 7.36% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.62 M | $104.74 M | 0.39% | 4.88% |
| 05/08/2026 | 1.51 M | $97.41 M | 100.00% | 4.53% | |
| 05/15/2026 | 1.48 M | $95.60 M | 100.00% | 4.45% | |
| CONESTOGA CAPITAL ADVISORS, LLC | 04/24/2026 | 1.33 M | $85.75 M | -14.62% | 3.99% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 1.31 M | $84.55 M | -34.59% | 3.94% |
| SARA-BAY FINANCIAL | 04/17/2026 | 1.15 M | $74.67 M | -4.24% | 3.48% |
| JENNISON ASSOCIATES LLC | 05/06/2026 | 1.04 M | $67.04 M | 30.13% | 3.12% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 931.01 K | $60.25 M | 58.51% | 2.80% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 925.55 K | $59.89 M | -0.02% | 2.79% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 836.83 K | $54.16 M | 6.26% | 2.52% |
| WASATCH ADVISORS LP | 04/21/2026 | 799.01 K | $51.70 M | 35.38% | 2.41% |
| STATE STREET CORP | 05/15/2026 | 788.01 K | $50.99 M | -0.99% | 2.37% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 782.47 K | $50.63 M | 1.55% | 2.36% |
| ACK ASSET MANAGEMENT LLC | 05/15/2026 | 780.38 K | $50.50 M | 0.00% | 2.35% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 768.66 K | $49.74 M | 523.20% | 2.32% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 739.26 K | $47.84 M | 42.29% | 2.23% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 711.80 K | $45.98 M | 1.05% | 2.14% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 04/16/2026 | 693.07 K | $44.85 M | -8.65% | 2.09% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 544.24 K | $35.22 M | -6.56% | 1.64% |
| VOYA INVESTMENT MANAGEMENT LLC | 05/12/2026 | 516.92 K | $33.45 M | 6.19% | 1.56% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 510.52 K | $33.04 M | -22.52% | 1.54% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 449.10 K | $29.06 M | 40.25% | 1.35% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 448.50 K | $29.02 M | -5.58% | 1.35% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 420.05 K | $27.18 M | -2.17% | 1.27% |
| SG CAPITAL MANAGEMENT LLC | 05/08/2026 | 372.35 K | $24.09 M | 88.44% | 1.12% |
| NUVEEN, LLC | 04/30/2026 | 329.51 K | $21.32 M | 2.68% | 0.99% |
| NORTHERN TRUST CORP | 05/14/2026 | 317.70 K | $20.56 M | 4.20% | 0.96% |
| APERTURE INVESTORS, LLC | 05/15/2026 | 304.00 K | $19.67 M | 100.00% | 0.92% |
| IAT REINSURANCE CO LTD. | 05/14/2026 | 300.00 K | $19.41 M | 0.00% | 0.90% |
| ABRDN PLC | 04/29/2026 | 289.23 K | $18.72 M | 13.08% | 0.87% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 280.11 K | $18.13 M | 0.03% | 0.84% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 266.11 K | $17.22 M | -26.45% | 0.80% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 237.89 K | $15.39 M | -19.13% | 0.72% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 229.11 K | $14.83 M | -49.92% | 0.69% |
| INVESCO LTD. | 05/12/2026 | 219.18 K | $14.18 M | 219.53% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 214.25 K | $13.86 M | 100.00% | 0.65% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 05/15/2026 | 197.97 K | $12.81 M | -33.01% | 0.60% |
| JANE STREET GROUP, LLC | 05/12/2026 | 193.36 K | $12.51 M | 21.64% | 0.58% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 05/15/2026 | 180.14 K | $11.66 M | -36.88% | 0.54% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 176.13 K | $11.05 M | -41.87% | 0.53% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 161.80 K | $10.47 M | -3.27% | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 161.77 K | $10.47 M | 15.24% | 0.49% |
| CASTLEARK MANAGEMENT LLC | 05/15/2026 | 160.41 K | $10.38 M | 9.31% | 0.48% |
| SEI INVESTMENTS CO | 05/13/2026 | 155.48 K | $10.06 M | 3.57% | 0.47% |
| LEEWARD INVESTMENTS, LLC - MA | 04/17/2026 | 149.27 K | $9.66 M | 100.00% | 0.45% |
| CEREDEX VALUE ADVISORS LLC | 05/14/2026 | 148.95 K | $9.64 M | -22.34% | 0.45% |
| MORGAN STANLEY | 05/15/2026 | 140.34 K | $9.08 M | -1.18% | 0.42% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 132.50 K | $8.57 M | -15.82% | 0.40% |
| FIFTH THIRD BANCORP | 05/01/2026 | 129.78 K | $8.40 M | 17,367.43% | 0.39% |
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Helios Technologies Inc institutional Ownership - FAQ's
During the previous two years, 304 institutional investors and hedge funds held shares of Helios Technologies Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 2.44 M
DIMENSIONAL FUND ADVISORS LP: 1.62 M
Conestoga Capital Advisors, LLC: 1.33 M
WELLINGTON MANAGEMENT GROUP LLP: 1.31 M
Sara-Bay Financial: 1.15 M
JENNISON ASSOCIATES LLC: 1.04 M
97.35% of Helios Technologies Inc stock is owned by institutional investors.
Institutional investors have bought a total of 36.01 M shares in the last 24 months. This purchase volume represents approximately $2.36 B in transactions.