Helios Technologies Inc (HLIO) Shareholding Patterns

Stock Card

$74.43

$-0.50 (-0.67%)

As on 27-Aug-2026 16:00EDT

Market cap

$2,510 Mln

Revenue (TTM)

$891 Mln

P/E Ratio

37.2

P/B Ratio

2.6

Div. Yield

0.5 %

Annual
Quarterly

Shareholding Pattern

Shareholder's Name	Category	Holding (% of equity)	Change in shares (%)	Filing date
Wasatch Advisors Inc.	Institutions	12.30	-5.58	30-Jun-2023
Vanguard Group Inc	Institutions	9.41	-0.03	30-Jun-2023
T. Rowe Price Investment Management,Inc.	Institutions	9.30	-0.99	30-Jun-2023
Brown Capital Management, LLC	Institutions	8.83	-1.96	30-Jun-2023
BlackRock Inc	Institutions	6.56	5.13	30-Jun-2023
Thrivent Financial For Lutherans	Institutions	4.27	27.53	30-Jun-2023
Dimensional Fund Advisors, Inc.	Institutions	3.40	2.68	30-Jun-2023
State Street Corporation	Institutions	2.10	1.72	30-Jun-2023
ACK Asset Management LLC	Institutions	1.92	149.02	30-Jun-2023
Geode Capital Management, LLC	Institutions	1.91	3.93	30-Jun-2023
Loomis, Sayles & Company LP	Institutions	1.76	-0.92	30-Jun-2023
Wellington Management Company LLP	Institutions	1.56	-27.68	30-Jun-2023
New York State Common Retirement Fund	Institutions	1.27	-0.88	30-Jun-2023
Royal Bank of Canada	Institutions	1.17	-7.43	30-Jun-2023
Conestoga Capital Advisors, LLC	Institutions	4.80	0.75	31-Mar-2023
Dimensional Fund Advisors, Inc.	Institutions	3.35	1.61	31-Mar-2023
New York State Common Retirement Fund	Institutions	1.30	-1.67	31-Mar-2023
Wasatch Advisors Inc.	Institutions	14.15	0.14	31-Dec-2022
Vanguard Group Inc	Institutions	9.41	1.04	31-Dec-2022
Brown Capital Management, LLC	Institutions	9.17	1.98	31-Dec-2022
T. Rowe Price Investment Management,Inc.	Institutions	9.11	12.67	31-Dec-2022
BlackRock Inc	Institutions	6.36	4.86	31-Dec-2022
Sara-Bay Financial Corp	Institutions	3.11	-0.64	31-Dec-2022
Thrivent Financial For Lutherans	Institutions	3.04	50.41	31-Dec-2022
Wellington Management Company LLP	Institutions	2.05	21.86	31-Dec-2022
State Street Corporation	Institutions	2.02	0.94	31-Dec-2022
GW&K Investment Management, LLC	Institutions	1.79	-1.41	31-Dec-2022
Geode Capital Management, LLC	Institutions	1.78	4.04	31-Dec-2022
Loomis, Sayles & Company LP	Institutions	1.78	-2.34	31-Dec-2022
Ameriprise Financial Inc	Institutions	1.55	-53.65	31-Dec-2022
Royal Bank of Canada	Institutions	1.36	0.46	31-Dec-2022
NORGES BANK	Institutions	1.03	4.74	31-Dec-2022
BlackRock Inc	Institutions	6.07	-0.33	30-Sep-2022
Ameriprise Financial Inc	Institutions	3.36	-14.17	30-Sep-2022
Thrivent Financial For Lutherans	Institutions	2.03	87.48	30-Sep-2022
Loomis, Sayles & Company LP	Institutions	1.82	-1.20	30-Sep-2022
GW&K Investment Management, LLC	Institutions	1.82	-7.67	30-Sep-2022
Geode Capital Management, LLC	Institutions	1.72	2.02	30-Sep-2022
Wellington Management Company LLP	Institutions	1.69	-26.43	30-Sep-2022
Royal Bank of Canada	Institutions	1.36	-1.42	30-Sep-2022
New York State Common Retirement Fund	Institutions	1.27	0.02	30-Sep-2022
Wasatch Advisors Inc.	Institutions	14.18	-1.13	30-Jun-2022
Vanguard Group Inc	Institutions	9.28	9.92	30-Jun-2022
Brown Capital Management, LLC	Institutions	8.79	4.45	30-Jun-2022
T. Rowe Price Associates, Inc.	Institutions	8.31	0.56	30-Jun-2022
Ameriprise Financial Inc	Institutions	3.92	72.83	30-Jun-2022
Dimensional Fund Advisors, Inc.	Institutions	3.21	-0.44	30-Jun-2022
Wellington Management Company LLP	Institutions	2.30	-1.81	30-Jun-2022
State Street Corporation	Institutions	2.00	0.39	30-Jun-2022
GW&K Investment Management, LLC	Institutions	1.98	-7.05	30-Jun-2022
Loomis, Sayles & Company LP	Institutions	1.85	-0.51	30-Jun-2022
Geode Capital Management, LLC	Institutions	1.68	-0.69	30-Jun-2022
abrdn PLC	Institutions	1.60	-22.99	30-Jun-2022
Royal Bank of Canada	Institutions	1.38	-0.88	30-Jun-2022
New York State Common Retirement Fund	Institutions	1.27	-0.02	30-Jun-2022
Thrivent Financial For Lutherans	Institutions	1.08	1.90	30-Jun-2022
Ameriprise Financial Inc	Institutions	2.27	9.55	31-Mar-2022
State Street Corporation	Institutions	1.99	2.09	31-Mar-2022
Royal Bank of Canada	Institutions	1.39	0.01	31-Mar-2022
New York State Common Retirement Fund	Institutions	1.27	0.01	31-Mar-2022
Thrivent Financial For Lutherans	Institutions	1.06	0.00	31-Mar-2022
BlackRock Inc	Institutions	6.36	1.32	31-Dec-2021
BlackRock Inc	Institutions	6.37	-6.84	30-Jun-2021

Date	Person	Buy / Sell	Transaction Type	No. of Shares	Price ($)	Value ($ K)
18-Jul-2023	Josh Gottheimer	Sell	Market	--	64.55	--
30-Jun-2023	Philippe Lemaitre	Sell	Market	42	65.52	2.75
27-Sep-2021	Jason Lemar Morgan	Sell	Market	4	90.00	0.40
27-Sep-2021	Tricia L Fulton	Sell	Market	11	90.00	1.00
22-Sep-2021	Jason Lemar Morgan	Sell	Market	5	85.33	0.40

Helios Technologies Inc (HLIO) Shareholding Patterns

Shareholding Pattern

Shareholders more than 1%

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