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Helios Technologies, Inc. (HLIO)

NYSE - Nasdaq Real-time price. Currency in USD
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46.28+1.08 (+2.38%)
As of 01:26PM EDT. Market open.

Major holders

Currency in USD
Breakdown
1.62%% of shares held by all insiders
95.96%% of shares held by institutions
97.54%% of float held by institutions
242Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Wasatch Advisors LP4,169,73530 Mar 202412.57%192,954,493
Vanguard Group Inc3,218,83930 Dec 20239.71%148,951,779
Brown Capital Management, LLC3,114,14430 Dec 20239.39%144,107,018
Wellington Management Group, LLP2,524,04130 Dec 20237.61%116,800,001
Blackrock Inc.2,398,06030 Dec 20237.23%110,970,230
T. Rowe Price Investment Management, Inc.2,106,54030 Dec 20236.35%97,480,141
Conestoga Capital Advisors, LLC2,010,41730 Mar 20246.06%93,032,049
Thrivent Financial For Lutherans1,353,38130 Dec 20234.08%62,627,707
Dimensional Fund Advisors LP1,198,81530 Dec 20233.62%55,475,165
Sara-Bay Financial981,19730 Mar 20242.96%45,404,892

Top mutual fund holders

HolderSharesDate reported% outValue
Brown Capital Management Small Company Fund1,942,95130 Dec 20235.86%89,910,060
Conestoga Small Cap Fund1,405,68230 Dec 20234.24%65,047,936
Vanguard Total Stock Market Index Fund1,024,59630 Dec 20233.09%47,413,181
Vanguard Small-Cap Index Fund841,55730 Dec 20232.54%38,943,051
iShares Russell 2000 ETF811,20930 Mar 20242.45%37,538,697
Wasatch Small Cap Growth Fund793,05230 Dec 20232.39%36,698,482
Wasatch Core Growth Fund780,93130 Dec 20232.36%36,137,583
Thrivent Small Cap Stock Fund699,47530 Jan 20242.11%32,368,206
Price (T.Rowe) Small Cap Stock Fund573,32730 Dec 20231.73%26,530,707
Price (T.Rowe) Small-Cap Value Fund533,63630 Dec 20231.61%24,694,006