Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / Common Stock
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Shares outstanding
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33.8M
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Number of holders
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168
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Total 13F shares, excl. options
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32.7M
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Shares change
-
+1.15M
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Total reported value, excl. options
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$1.46B
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Value change
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+$50.6M
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Put/Call ratio
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0.09
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Number of buys
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86
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Number of sells
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-71
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Price
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$44.64
Significant Holders of HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) as of Q4 2024
194 filings reported holding HLIO - HELIOS TECHNOLOGIES, INC. - Common Stock as of Q4 2024.
HELIOS TECHNOLOGIES, INC. - Common Stock (HLIO) has 168 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 32.7M shares
of 33.8M outstanding shares and own 96.98% of the company stock.
Largest 10 shareholders include WASATCH ADVISORS LP (3.55M shares), VANGUARD GROUP INC (3.33M shares), BlackRock, Inc. (2.44M shares), Conestoga Capital Advisors, LLC (1.99M shares), Thrivent Financial for Lutherans (1.84M shares), BROWN CAPITAL MANAGEMENT LLC (1.53M shares), WELLINGTON MANAGEMENT GROUP LLP (1.46M shares), DIMENSIONAL FUND ADVISORS LP (1.44M shares), Sara-Bay Financial (1.22M shares), and BARROW HANLEY MEWHINNEY & STRAUSS LLC (958K shares).
This table shows the top 168 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.