Helia Group Limited

ASX:HLI Stock Report

Market Cap: AU$1.6b

Helia Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

ASX:HLI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
17 Oct 25BuyAU$5,399,479Macquarie Capital Investment Management LLCCompany915,166AU$5.90
17 Oct 25BuyAU$1,091,022Macquarie Group, Ltd., Banking & Securities InvestmentsCompany181,837AU$6.00
17 Oct 25SellAU$1,178,223Macquarie Investment Management LimitedCompany199,578AU$5.92
17 Oct 25SellAU$1,387,500Macquarie Capital Investment Management LLCCompany232,802AU$5.96
17 Oct 25SellAU$1,935,959Macquarie Group, Ltd., Banking & Securities InvestmentsCompany323,739AU$5.98
16 Oct 25BuyAU$5,361,439Macquarie Investment Management LimitedCompany907,187AU$5.92
30 Sep 25BuyAU$237,724,102Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany55,217,237AU$4.31
30 Sep 25SellAU$64,639,212First Sentier Investors (Australia) IM LtdCompany14,679,015AU$4.40
30 Sep 25SellAU$237,615,771Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany55,556,759AU$4.28
23 Sep 25BuyAU$31,442,039First Sentier Investors (Australia) IM LtdCompany7,756,118AU$4.05
12 Sep 25BuyAU$46,367,182Australian Retirement Trust Pty LtdCompany10,445,535AU$4.44
27 Aug 25SellAU$38,718,229Australian Retirement Trust Pty LtdCompany8,827,956AU$4.39
20 Aug 25BuyAU$0Macquarie Investment Management LimitedCompany1,415,828AU$5.71
20 Aug 25BuyAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany338,503AU$5.79
20 Aug 25SellAU$162,224Macquarie Group, Ltd., Banking & Securities InvestmentsCompany110,151AU$5.80
19 Aug 25SellAU$0Macquarie Investment Management LimitedCompany11,808AU$5.66
12 Aug 25BuyAU$0Macquarie Capital Investment Management LLCCompany189,331AU$5.19
06 Aug 25SellAU$0Macquarie Capital Investment Management LLCCompany469,676AU$5.04
08 Jul 25BuyAU$1,803Macquarie Investment Management LimitedCompany145,096AU$4.77
08 Jul 25BuyAU$0Macquarie Capital Investment Management LLCCompany61,253AU$4.73
08 Jul 25SellAU$1,428Macquarie Investment Management LimitedCompany300AU$4.76
08 Jul 25SellAU$183,193Macquarie Capital Investment Management LLCCompany38,730AU$4.73
04 Jul 25BuyAU$0Macquarie Investment Management LimitedCompany332,218AU$5.59
04 Jul 25BuyAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany215,531AU$5.65
04 Jul 25SellAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany123,221AU$5.65
03 Jul 25SellAU$0Macquarie Investment Management LimitedCompany619,273AU$5.52
03 Jul 25SellAU$0Macquarie Capital Investment Management LLCCompany12,795AU$5.61
20 Jun 25BuyAU$0Macquarie Investment Management LimitedCompany520,064AU$5.36
20 Jun 25BuyAU$25,090Macquarie Capital Investment Management LLCCompany4,681AU$5.36
20 Jun 25BuyAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany48,089AU$5.36
20 Jun 25SellAU$0Macquarie Investment Management LimitedCompany1,934AU$5.32
20 Jun 25SellAU$188Macquarie Group, Ltd., Banking & Securities InvestmentsCompany58,970AU$5.37
18 Jun 25BuyAU$87,804Macquarie Investment Management LimitedCompany16,412AU$5.35
18 Jun 25BuyAU$7,257Macquarie Group, Ltd., Banking & Securities InvestmentsCompany8,479AU$5.38
18 Jun 25SellAU$14,867Macquarie Investment Management LimitedCompany2,784AU$5.34
18 Jun 25SellAU$48,490Macquarie Group, Ltd., Banking & Securities InvestmentsCompany9,149AU$5.30
17 Jun 25SellAU$5,001Macquarie Capital Investment Management LLCCompany933AU$5.36
16 Jun 25BuyAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany71,772AU$5.40
16 Jun 25SellAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany63,329AU$5.37
13 Jun 25BuyAU$0Macquarie Investment Management LimitedCompany178,553AU$5.39
12 Jun 25SellAU$0Macquarie Investment Management LimitedCompany26,220AU$5.33
11 Jun 25BuyAU$0Macquarie Capital Investment Management LLCCompany431,338AU$5.32
22 May 25SellAU$0Macquarie Investment Management LimitedCompany3,966AU$5.21
22 May 25SellAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany2,054,320AU$5.27
21 May 25BuyAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany21,549AU$5.22
20 May 25BuyAU$0Macquarie Investment Management LimitedCompany259,247AU$5.28
16 May 25BuyAU$0Macquarie Capital Investment Management LLCCompany220,291AU$5.29
14 May 25BuyAU$0Macquarie Investment Management LimitedCompany273,933AU$5.35
14 May 25BuyAU$0Macquarie Capital Investment Management LLCCompany269,706AU$5.35
14 May 25BuyAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany23,666AU$5.37
14 May 25SellAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany18,172AU$5.28
12 May 25SellAU$200,166Macquarie Capital Investment Management LLCCompany37,696AU$5.31
09 May 25BuyAU$2,256Macquarie Investment Management LimitedCompany67,865AU$5.21
09 May 25BuyAU$0Macquarie Capital Investment Management LLCCompany60,755AU$5.21
09 May 25BuyAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany22,059AU$5.23
08 May 25BuyAU$11,322Macquarie Investment Management LimitedCompany4,435,620AU$6.11
08 May 25BuyAU$0Macquarie Capital Investment Management LLCCompany3,016,359AU$6.11
08 May 25BuyAU$253,462Macquarie Group, Ltd., Banking & Securities InvestmentsCompany813,261AU$6.15
08 May 25SellAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany807,140AU$6.12
07 May 25SellAU$14,970Macquarie Investment Management LimitedCompany1,573,703AU$5.95
06 May 25SellAU$0Macquarie Capital Investment Management LLCCompany436,994AU$4.94
22 Apr 25SellAU$0Macquarie Asset Management Public Investments (N.Z.) LimitedCompany91,441AU$4.90
02 Apr 25BuyAU$0Macquarie Asset Management Public Investments (N.Z.) LimitedCompany106,429AU$6.22
21 Mar 25BuyAU$48,913JoAnne StephensonIndividual10,000AU$4.89
18 Mar 25SellAU$839,136Pauline Blight-JohnstonIndividual149,718AU$5.72
13 Mar 25SellAU$194,156BlackRock, Inc.Company1,463,999AU$6.15
11 Mar 25BuyAU$4,222BlackRock, Inc.Company1,477,652AU$6.15
07 Mar 25SellAU$1,467,843Pauline Blight-JohnstonIndividual244,098AU$6.05
27 Feb 25SellAU$384,091Pauline Blight-JohnstonIndividual66,337AU$5.79
19 Dec 24BuyAU$720,752BlackRock, Inc.Company162,698AU$4.43
18 Dec 24BuyAU$285,658BlackRock, Inc.Company63,763AU$4.48
18 Dec 24SellAU$3,924BlackRock, Inc.Company876AU$4.48
17 Dec 24BuyAU$9,198BlackRock, Inc.Company2,067AU$4.45
16 Dec 24BuyAU$479,995BlackRock, Inc.Company108,351AU$4.43
16 Dec 24SellAU$16,874BlackRock, Inc.Company3,809AU$4.43
13 Dec 24BuyAU$715,964BlackRock, Inc.Company3,286,796AU$4.48

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HLI?
Owner TypeNumber of SharesOwnership Percentage
Private Companies3,175,9291.16%
Individual Insiders5,513,7912.02%
General Public97,375,76035.7%
Institutions167,034,52061.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 68.46% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.62%
Dimensional Fund Advisors LP
23,467,155AU$137.3m0%0.01%
7.59%
State Street Global Advisors, Inc.
20,657,502AU$120.8m0%no data
8.56%
Australian Ethical Investment Limited
23,299,788AU$136.3m0%9.81%
6.4%
The Vanguard Group, Inc.
17,421,009AU$101.9m0%no data
6.1%
Australian Retirement Trust Pty Ltd
16,606,348AU$97.1m10.8%1.8%
4.97%
BlackRock, Inc.
13,525,464AU$79.1m0%no data
4.7%
First Sentier Investors (Australia) IM Ltd
12,782,373AU$74.8m-35.1%0.12%
3.5%
American Century Investment Management Inc
9,526,702AU$55.7m20.5%0.02%
3.01%
Macquarie Investment Management Limited
8,177,870AU$47.8m9.43%0.55%
2.94%
Macquarie Capital Investment Management LLC
8,003,499AU$46.8m9.32%0.48%
2.14%
Norges Bank Investment Management
5,826,208AU$34.1m0%no data
1.76%
Brazil Farming Pty Ltd
4,801,631AU$28.1m0%22.38%
1.45%
Macquarie Group Limited
3,932,522AU$23.0m72.1%0.07%
1.14%
Argo Investments Limited
3,107,676AU$18.2m0%0.24%
0.93%
Morgan Stanley
2,532,854AU$14.8m-26.9%no data
0.71%
BetaShares Capital Limited
1,925,967AU$11.3m4.77%0.03%
0.68%
Guthrie Williamson
1,860,905AU$10.9m0%no data
0.56%
Allianz Asset Management GmbH
1,528,954AU$8.9m0%0.01%
0.46%
Mercer Investments LLC
1,256,900AU$7.4m0%0.08%
0.4%
Causeway Capital Management LLC
1,091,376AU$6.4m0%0.01%
0.38%
Bessemer Investment Management LLC
1,033,653AU$6.0m0%0.01%
0.37%
Stephen Jermyn
1,000,000AU$5.8m0%no data
0.37%
National Exchange Pty. Ltd.
1,000,000AU$5.8m0%9.81%
0.36%
Vu Father & Sons Enterprises Pty Ltd
980,000AU$5.7m0%no data
0.35%
Charles Schwab Investment Management, Inc.
940,997AU$5.5m-0.19%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/19 06:30
End of Day Share Price 2025/11/19 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Helia Group Limited is covered by 6 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ashley DalziellCGS International
Jan van der SchalkCLSA
Y. LiGoldman Sachs