Helios Technologies, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 3.19 M | $166.44 M | -2.39% | 9.59% |
| BLACKROCK, INC. | 11/12/2025 | 2.46 M | $128.24 M | -1.13% | 7.39% |
| CONESTOGA CAPITAL ADVISORS, LLC | 10/24/2025 | 1.66 M | $86.54 M | -15.06% | 4.99% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.63 M | $84.81 M | 3.51% | 4.89% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 1.53 M | $79.79 M | 7.91% | 4.60% |
| SARA-BAY FINANCIAL | 10/10/2025 | 1.21 M | $62.90 M | -0.63% | 3.62% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 11/13/2025 | 1.17 M | $60.86 M | -7.58% | 3.51% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 929.68 K | $48.46 M | -23.52% | 2.79% |
| WASATCH ADVISORS LP | 11/14/2025 | 854.71 K | $44.56 M | 5.37% | 2.57% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 847.37 K | $44.17 M | 17.01% | 2.54% |
| DEPRINCE RACE & ZOLLO INC | 10/17/2025 | 846.26 K | $44.12 M | -16.25% | 2.54% |
| STATE STREET CORP | 11/14/2025 | 809.06 K | $42.18 M | 0.64% | 2.43% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 789.92 K | $41.18 M | -15.28% | 2.37% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 788.07 K | $41.09 M | -0.24% | 2.37% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 10/22/2025 | 775.42 K | $40.42 M | 28.09% | 2.33% |
| ACK ASSET MANAGEMENT LLC | 11/14/2025 | 770.00 K | $40.14 M | 100.00% | 2.31% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 757.79 K | $39.50 M | 100.00% | 2.28% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 735.72 K | $38.35 M | 16.71% | 2.21% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 709.46 K | $37.01 M | 45.86% | 2.13% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 594.36 K | $30.98 M | 106.59% | 1.78% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 562.58 K | $29.33 M | -0.32% | 1.69% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 534.51 K | $27.86 M | 45.59% | 1.61% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 531.14 K | $27.69 M | 17.43% | 1.60% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 435.59 K | $22.71 M | -1.49% | 1.31% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 423.21 K | $22.06 M | -0.38% | 1.27% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 375.52 K | $19.58 M | 28.87% | 1.13% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 370.08 K | $19.29 M | -4.04% | 1.11% |
| NUVEEN, LLC | 11/12/2025 | 335.51 K | $17.49 M | 71.09% | 1.01% |
| NORTHERN TRUST CORP | 11/14/2025 | 322.95 K | $16.84 M | -0.38% | 0.97% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 312.82 K | $16.31 M | 19.75% | 0.94% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2025 | 309.70 K | $16.31 M | 31.54% | 0.93% |
| IAT REINSURANCE CO LTD. | 11/10/2025 | 300.00 K | $15.64 M | 0.00% | 0.90% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 11/05/2025 | 291.23 K | $15.18 M | -7.97% | 0.87% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 280.04 K | $14.60 M | 100.00% | 0.84% |
| BESSEMER GROUP INC | 11/05/2025 | 273.83 K | $14.28 M | 100.00% | 0.82% |
| CEREDEX VALUE ADVISORS LLC | 11/14/2025 | 192.80 K | $10.05 M | -53.87% | 0.58% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 182.99 K | $9.54 M | 1.74% | 0.55% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2025 | 178.42 K | $9.30 M | 100.00% | 0.54% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 175.09 K | $9.13 M | -3.35% | 0.53% |
| MORGAN STANLEY | 11/14/2025 | 168.80 K | $8.80 M | -20.88% | 0.51% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 144.19 K | $7.52 M | 86.42% | 0.43% |
| COMERICA BANK | 11/14/2025 | 135.58 K | $7.07 M | -11.95% | 0.41% |
| GRANITE INVESTMENT PARTNERS, LLC | 11/10/2025 | 109.91 K | $5.73 M | -14.07% | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 107.86 K | $5.62 M | 9.46% | 0.32% |
| GABELLI FUNDS LLC | 11/12/2025 | 97.86 K | $5.10 M | 0.00% | 0.29% |
| CITADEL ADVISORS LLC | 11/14/2025 | 95.77 K | $4.99 M | -65.30% | 0.29% |
| UBS GROUP AG | 11/13/2025 | 92.43 K | $4.82 M | 88.48% | 0.28% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 83.98 K | $4.38 M | -18.30% | 0.25% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 80.98 K | $4.22 M | -23.50% | 0.24% |
| SEI INVESTMENTS CO | 11/13/2025 | 76.15 K | $3.97 M | 27.63% | 0.23% |
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Helios Technologies, Inc. institutional Ownership - FAQ's
During the previous two years, 264 institutional investors and hedge funds held shares of Helios Technologies, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 3.19 M
BlackRock, Inc.: 2.46 M
Conestoga Capital Advisors, LLC: 1.66 M
DIMENSIONAL FUND ADVISORS LP: 1.63 M
THRIVENT FINANCIAL FOR LUTHERANS: 1.53 M
Sara-Bay Financial: 1.21 M
98.67% of Helios Technologies, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 36.16 M shares in the last 24 months. This purchase volume represents approximately $1.91 B in transactions.