Helios Technologies Ownership

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

Recent Insider Transactions

DB:SH7 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
07 Nov 24	Sell€30,738	Diana Sacchi	Individual		615	€49.98
21 May 24	Sell€346,333	Matteo Arduini	Individual		7,000	€49.48

Insider Trading Volume

Insider Buying: SH7 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of SH7?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	242,212	0.729%
General Public	1,034,882	3.11%
Institutions	31,965,280	96.2%

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

Top Shareholders

Top 25 shareholders own 80.36% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.7%	Wasatch Advisors LP	3,543,128	€182.5m	-15.4%	0.62%
9.97%	The Vanguard Group, Inc.	3,315,068	€170.8m	2.56%	no data
7.35%	BlackRock, Inc.	2,442,446	€125.8m	2.8%	no data
6.08%	Wellington Management Group LLP	2,022,724	€104.2m	-30.1%	0.02%
5.48%	Thrivent Investment Management Inc.	1,820,140	€93.8m	30.8%	0.17%
5.46%	Brown Capital Management, LLC	1,813,404	€93.4m	-8.54%	1.28%
5.18%	Conestoga Capital Advisors, LLC	1,720,401	€88.6m	-14.3%	1.14%
4.09%	Dimensional Fund Advisors LP	1,359,608	€70.0m	5.85%	0.01%
2.92%	Sara-Bay Financial Corp.	970,379	€50.0m	-0.11%	19.09%
2.33%	State Street Global Advisors, Inc.	773,777	€39.9m	0.61%	no data
2.3%	Managed Account Advisors LLC	765,027	€39.4m	27.1%	0.01%
2.26%	Geode Capital Management, LLC	752,544	€38.8m	1.06%	no data
1.9%	Janus Henderson Group plc	632,019	€32.6m	-13.2%	0.01%
1.79%	T. Rowe Price Group, Inc.	595,496	€30.7m	19.5%	no data
1.59%	Perpetual Limited	527,789	€27.2m	10.9%	0.08%
1.44%	Neuberger Berman Investment Advisers LLC	479,134	€24.7m	48.2%	0.02%
1.42%	Barrow, Hanley, Mewhinney & Strauss, LLC	471,326	€24.3m	11.6%	0.35%
1.18%	New York State Common Retirement Fund	393,323	€20.3m	-6.59%	0.03%
1.17%	Royce & Associates, LP	388,659	€20.0m	34.1%	0.16%
1.1%	Charles Schwab Investment Management, Inc.	364,984	€18.8m	11.7%	no data
1.04%	Voya Investment Management LLC	346,781	€17.9m	74.3%	0.02%
0.98%	Schroder Investment Management North America Inc.	324,305	€16.7m	26.9%	0.05%
0.9%	IAT Reinsurance Company Ltd, Asset Management Arm	300,000	€15.5m	0%	4.06%
0.89%	Frontier Capital Management Co LLC	296,291	€15.3m	40.6%	0.13%
0.89%	Northern Trust Global Investments	294,754	€15.2m	-0.18%	no data