Helios Technologies Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 3.16 M | $169.15 M | -0.96% | 9.52% |
| BLACKROCK, INC. | 02/12/2026 | 2.47 M | $132.05 M | 0.35% | 7.43% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 2.00 M | $106.85 M | 114.86% | 6.01% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.61 M | $86.25 M | -0.89% | 4.85% |
| CONESTOGA CAPITAL ADVISORS, LLC | 02/02/2026 | 1.55 M | $83.02 M | -6.50% | 4.67% |
| SARA-BAY FINANCIAL | 01/20/2026 | 1.20 M | $65.38 M | -0.13% | 3.63% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 02/11/2026 | 993.96 K | $53.17 M | -14.86% | 2.99% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 925.77 K | $49.52 M | -39.51% | 2.79% |
| JENNISON ASSOCIATES LLC | 01/30/2026 | 796.10 K | $42.58 M | 100.00% | 2.40% |
| STATE STREET CORP | 02/13/2026 | 795.88 K | $42.57 M | -1.63% | 2.40% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 787.52 K | $42.13 M | -0.07% | 2.37% |
| ACK ASSET MANAGEMENT LLC | 02/13/2026 | 780.38 K | $41.74 M | 1.35% | 2.35% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 770.56 K | $41.22 M | -9.06% | 2.32% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 01/15/2026 | 758.74 K | $40.58 M | -2.15% | 2.28% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 704.40 K | $37.71 M | -0.71% | 2.12% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 658.90 K | $35.24 M | -16.59% | 1.98% |
| WASATCH ADVISORS LP | 02/12/2026 | 590.19 K | $31.57 M | -30.95% | 1.78% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 587.34 K | $31.42 M | -20.17% | 1.77% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 582.42 K | $31.15 M | -2.01% | 1.75% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 519.54 K | $27.79 M | -2.80% | 1.56% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/12/2026 | 486.80 K | $26.04 M | 7,923.78% | 1.47% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 474.98 K | $25.41 M | -10.57% | 1.43% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 457.53 K | $24.47 M | -39.62% | 1.38% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 429.39 K | $22.97 M | -1.42% | 1.29% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 361.80 K | $19.35 M | -2.24% | 1.09% |
| NUVEEN, LLC | 02/12/2026 | 320.92 K | $17.17 M | -4.35% | 0.97% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 320.22 K | $17.13 M | -14.73% | 0.96% |
| NORTHERN TRUST CORP | 02/17/2026 | 304.91 K | $16.31 M | -5.59% | 0.92% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 303.02 K | $16.44 M | -2.16% | 0.91% |
| IAT REINSURANCE CO LTD. | 02/10/2026 | 300.00 K | $16.05 M | 0.00% | 0.90% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 02/17/2026 | 295.50 K | $15.81 M | 65.62% | 0.89% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 294.15 K | $15.73 M | -47.71% | 0.89% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/17/2026 | 285.42 K | $15.27 M | 100.00% | 0.86% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 02/12/2026 | 280.03 K | $14.98 M | -33.83% | 0.84% |
| BESSEMER GROUP INC | 02/05/2026 | 274.71 K | $14.70 M | 0.32% | 0.83% |
| ABRDN PLC | 01/16/2026 | 255.77 K | $13.68 M | 100.00% | 0.77% |
| DEPRINCE RACE & ZOLLO INC | 01/23/2026 | 233.03 K | $12.46 M | -72.46% | 0.70% |
| SG CAPITAL MANAGEMENT LLC | 02/13/2026 | 197.60 K | $10.57 M | 100.00% | 0.59% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 195.28 K | $10.45 M | -30.27% | 0.59% |
| CEREDEX VALUE ADVISORS LLC | 02/13/2026 | 191.80 K | $10.26 M | -0.52% | 0.58% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 176.23 K | $9.43 M | 22.22% | 0.53% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 167.27 K | $8.95 M | -8.59% | 0.50% |
| JANE STREET GROUP, LLC | 02/12/2026 | 158.97 K | $8.50 M | 132.00% | 0.48% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 157.40 K | $8.42 M | -49.68% | 0.47% |
| SEI INVESTMENTS CO | 02/13/2026 | 150.12 K | $8.03 M | 97.13% | 0.45% |
| CASTLEARK MANAGEMENT LLC | 02/13/2026 | 146.75 K | $7.85 M | 119.23% | 0.44% |
| MORGAN STANLEY | 02/13/2026 | 142.01 K | $7.60 M | -15.87% | 0.43% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 140.38 K | $7.51 M | -19.82% | 0.42% |
| COMERICA BANK | 01/29/2026 | 131.46 K | $7.03 M | -3.04% | 0.40% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 123.34 K | $6.60 M | 100.00% | 0.37% |
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Helios Technologies Inc institutional Ownership - FAQ's
During the previous two years, 285 institutional investors and hedge funds held shares of Helios Technologies Inc. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 1.62 M
Conestoga Capital Advisors, LLC: 1.33 M
Sara-Bay Financial: 1.15 M
JENNISON ASSOCIATES LLC: 1.04 M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 931,008
THRIVENT FINANCIAL FOR LUTHERANS: 925,546
98.54% of Helios Technologies Inc stock is owned by institutional investors.
Institutional investors have bought a total of 37.07 M shares in the last 24 months. This purchase volume represents approximately $2.43 B in transactions.