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	Shares	Max Price
15 May 26	Sell€197,433	Matteo Arduini	Individual	3,000	€65.81
05 Dec 25	Sell€93,886	Matteo Arduini	Individual	2,000	€46.94
05 Nov 25	Sell€31,520	Diana Sacchi	Individual	620	€50.84

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
General Public	149,849	0.453%
Individual Insiders	151,790	0.459%
Institutions	32,744,719	99.1%

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

Top Shareholders

Top 25 shareholders own 70.91% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.39%	BlackRock, Inc.	2,442,956	€166.2m	-1.04%	no data
4.9%	Dimensional Fund Advisors LP	1,618,712	€110.1m	0.39%	0.02%
4.56%	Vanguard Portfolio Management, LLC	1,505,296	€102.4m	0%	0.01%
4.47%	Vanguard Capital Management, LLC	1,477,349	€100.5m	0%	no data
4.01%	Conestoga Capital Advisors, LLC	1,325,206	€90.1m	-14.6%	2.0%
3.95%	Wellington Management Group LLP	1,306,673	€88.9m	-34.6%	0.02%
3.49%	Sara-Bay Financial Corp.	1,153,896	€78.5m	-4.24%	23.52%
3.13%	Jennison Associates LLC	1,035,977	€70.5m	30.1%	0.05%
2.82%	William Blair Investment Management, LLC	931,008	€63.3m	58.5%	0.09%
2.8%	Thrivent Investment Management Inc.	925,546	€63.0m	-0.02%	0.11%
2.53%	Geode Capital Management, LLC	836,831	€56.9m	6.26%	no data
2.51%	T. Rowe Price Group, Inc.	827,863	€56.3m	2.2%	0.01%
2.42%	Wasatch Advisors LP	799,008	€54.3m	35.4%	0.21%
2.38%	State Street Global Advisors, Inc.	788,009	€53.6m	-0.99%	no data
2.36%	ACK Asset Management LLC	780,378	€53.1m	0%	6.71%
2.33%	Nomura Investment Management Business Trust	768,660	€52.3m	523%	0.08%
2.24%	Columbia Management Investment Advisers, LLC	739,261	€50.3m	42.3%	0.01%
2.15%	Neuberger Berman Investment Advisers LLC	711,798	€48.4m	1.05%	0.04%
2.1%	Vaughan Nelson Investment Management, L.P.	693,072	€47.1m	-8.65%	0.49%
1.65%	Arrowstreet Capital, Limited Partnership	544,241	€37.0m	-6.56%	0.02%
1.56%	Voya Investment Management LLC	516,919	€35.2m	6.19%	0.04%
1.41%	Managed Account Advisors LLC	464,417	€31.6m	-25.5%	0.01%
1.36%	Janus Henderson Group plc	448,501	€30.5m	-5.58%	0.01%
1.27%	Charles Schwab Investment Management, Inc.	420,051	€28.6m	-2.17%	no data
1.13%	SG Capital Management LLC	372,352	€25.3m	88.4%	2.12%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/05/26 05:32
End of Day Share Price	2026/05/26 00:00
Earnings	2026/04/04
Annual Earnings	2026/01/03

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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

Helios Technologies, Inc. is covered by 10 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Mircea Dobre	Baird
Jonathan Tanwanteng	CJS Securities, Inc.
Tomohiko Sano	J.P. Morgan