Helios Technologies, Inc. (HLIO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

474,356Shares held by institutions

$29,808,531Value of institutional holdings

96.61%Institutional ownership %

-2.71%Shares Changed QoQ

184No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Helios Technologies, Inc. (NYSE:HLIO) is held by 207 institutional investors per 13F filings through December 2025.

They owned 98.9% of outstanding stock in December 2025, down from 102.0% the prior quarter.
They decreased total shares held in Helios Technologies by -2.24% from last quarter, and the number of investors in HLIO increased 19.65% annually.
Of these 207 funds, 92 grew their exposure to Helios Technologies, 84 cut back, and 31 maintained positions.
Altogether, these fund groups held 32.93Mn shares in HLIO by December 2025, down by 753.79K shares quarter on quarter, and down 2.37Mn shares year over year.
VANGUARD GROUP INC is the top holder of Helios Technologies as of December 31, 2025, with 3.16Mn shares representing 9.5% of outstanding stock.
Top purchasers of HLIO stock for the quarter ending December 2025 included WELLINGTON MANAGEMENT GROUP LLP (1.07Mn), JENNISON ASSOCIATES LLC (796.1K), VOYA INVESTMENT MANAGEMENT LLC (480.74K), SILVERCREST ASSET MANAGEMENT GROUP LLC (285.42K), Aberdeen Group plc (255.77K).
Top sellers of HLIO stock for the quarter ending December 2025 included Bank Of America Corp /De/ (920.94K), DEPRINCE RACE & ZOLLO INC (613.23K), THRIVENT FINANCIAL FOR LUTHERANS (604.76K), KENNEDY CAPITAL MANAGEMENT LLC (300.26K), Rockefeller Capital Management L.P. (268.43K).
Business Quant data shows the 10 biggest positions in Helios Technologies as of December 2025 are held by VANGUARD GROUP INC (3.16Mn), BlackRock, Inc. (2.47Mn), WELLINGTON MANAGEMENT GROUP LLP (2.0Mn), DIMENSIONAL FUND ADVISORS LP (1.61Mn), Conestoga Capital Advisors, LLC (1.55Mn), Sara-Bay Financial (1.2Mn), T. Rowe Price Investment Management, Inc. (1.06Mn), BARROW HANLEY MEWHINNEY & STRAUSS LLC (993.96K), THRIVENT FINANCIAL FOR LUTHERANS (925.77K), JENNISON ASSOCIATES LLC (796.1K).

207 Institutional Holders

474,356 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	8,680	0.35%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-30,580	-0.96%	$0.00
Sara-Bay Financial	31 Dec, 2025	-1,555	-0.13%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	25,718	4.57%	$0.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,067,846	114.86%	$0.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	216,803	25.59%	$0.00
Barclays Plc	31 Dec, 2025	-52,375	-49.10%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	-14,431	-0.89%	$0.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	-148,378	-20.17%	$0.00
PEAK6 LLC	31 Dec, 2025	7,986	0.00%	$0.00
Conestoga Capital Advisors, LLC	31 Dec, 2025	-107,960	-6.50%	$0.00
Nuveen, LLC	31 Dec, 2025	-14,588	-4.35%	$0.00
BARROW HANLEY MEWHINNEY & STRAUSS LLC	31 Dec, 2025	-173,508	-14.86%	$0.00
IAT REINSURANCE CO LTD.	31 Dec, 2025	0	0.00%	$0.00
THRIVENT FINANCIAL FOR LUTHERANS	31 Dec, 2025	-604,756	-39.51%	$0.00
JENNISON ASSOCIATES LLC	31 Dec, 2025	796,101	0.00%	$0.00
Aberdeen Group plc	31 Dec, 2025	255,773	0.00%	$0.00
State Street Corp	31 Dec, 2025	-13,176	-1.63%	$0.00
Ceredex Value Advisors LLC	31 Dec, 2025	-193,800	-50.26%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	-551	-0.07%	$0.00

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