Helios Technologies, Inc. (HLIO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

33,465,347Shares Outstanding

504,825Shares held by institutions

$37,397,436Value of institutional holdings

95.44%Institutional ownership %

-1.18%Shares Changed QoQ

203No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Helios Technologies, Inc. (NYSE:HLIO) includes 203 filers as of the latest reporting cycle ending December 2025.

The collective stake of institutional investors in Helios Technologies moved to 95.4% in December 2025, a shift down from the 98.2% reported for September 2025.
In percentage terms, this reflects as a holdings change of -1.18% quarter on quarter, and an increase of 17.34% year over year.
A review of institutional activity for Helios Technologies shows 91 of 203 filers increasing their positions, while 82 reduced their stake, and 30 remained unchanged.
This class of investors decreased its holdings in Helios Technologies to 31.94Mn shares for the 13F-cycle ending December 2025, down by 382.98K shares quarter on quarter, and down 949.21K shares year over year.
VANGUARD GROUP INC continues to be the largest institutional holder of Helios Technologies as of December 31, 2025, with a position of 3.16Mn shares, representing 9.45% of the company's outstanding stock.
Among the most significant buyers of Helios Technologies during December 2025 were WELLINGTON MANAGEMENT GROUP LLP (1.07Mn), JENNISON ASSOCIATES LLC (796.10K), VOYA INVESTMENT MANAGEMENT LLC (480.74K), SILVERCREST ASSET MANAGEMENT GROUP LLC (285.42K), Aberdeen Group plc (255.77K).
Leading sellers of Helios Technologies stock in December 2025 included DEPRINCE RACE & ZOLLO INC (613.23K), THRIVENT FINANCIAL FOR LUTHERANS (604.76K), T. Rowe Price Investment Management, Inc. (553.76K), KENNEDY CAPITAL MANAGEMENT LLC (300.26K), Rockefeller Capital Management L.P. (268.43K).
The top 10 institutional holders of Helios Technologies for the quarter ending December 2025 included VANGUARD GROUP INC (3.16Mn), BlackRock, Inc. (2.47Mn), WELLINGTON MANAGEMENT GROUP LLP (2.00Mn), DIMENSIONAL FUND ADVISORS LP (1.61Mn), Conestoga Capital Advisors, LLC (1.55Mn), Sara-Bay Financial (1.20Mn), BARROW HANLEY MEWHINNEY & STRAUSS LLC (993.96K), THRIVENT FINANCIAL FOR LUTHERANS (925.77K), JENNISON ASSOCIATES LLC (796.10K), STATE STREET CORP (795.88K).

203 Institutional Holders

504,825 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	3,162,279	-30,580	-0.96%	$169,150,304.00
BlackRock, Inc.	31 Dec, 2025	2,468,752	8,680	0.35%	$132,053,518.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,997,527	1,067,846	114.86%	$106,847,720.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,612,365	-14,431	-0.89%	$86,246,918.00
Conestoga Capital Advisors, LLC	31 Dec, 2025	1,552,064	-107,960	-6.50%	$83,019,880.00
Sara-Bay Financial	31 Dec, 2025	1,204,959	-1,555	-0.13%	$65,381,075.00
BARROW HANLEY MEWHINNEY & STRAUSS LLC	31 Dec, 2025	993,961	-173,508	-14.86%	$53,166,974.00
THRIVENT FINANCIAL FOR LUTHERANS	31 Dec, 2025	925,769	-604,756	-39.51%	$49,519.00
JENNISON ASSOCIATES LLC	31 Dec, 2025	796,101	796,101	0.00%	$42,583,443.00
STATE STREET CORP	31 Dec, 2025	795,883	-13,176	-1.63%	$42,571,782.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	787,520	-551	-0.07%	$42,131,644.00
ACK Asset Management LLC	31 Dec, 2025	780,378	10,378	1.35%	$41,742,419.00
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	31 Dec, 2025	758,737	-16,680	-2.15%	$40,584,842.00
Neuberger Berman Group LLC	31 Dec, 2025	704,395	-5,069	-0.71%	$37,707,729.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	658,896	-131,021	-16.59%	$35,244,346.00
WASATCH ADVISORS LP	31 Dec, 2025	590,185	-264,526	-30.95%	$31,568,996.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	587,343	-148,378	-20.17%	$31,416,977.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	582,421	-11,940	-2.01%	$31,153,699.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	519,542	-14,963	-2.80%	$27,790,327.00
VOYA INVESTMENT MANAGEMENT LLC	31 Dec, 2025	486,803	480,736	7,923.78%	$26,039,093.00

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