Helios Technologies Ownership

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

Recent Insider Transactions

NYSE:HLIO Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
21 May 24	SellUS$376,040	Matteo Arduini	Individual		7,000	US$53.72

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 HLIO?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	242,827	0.731%
General Public	715,715	2.15%
Institutions	32,261,264	97.1%

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

Top Shareholders

Top 25 shareholders own 82.25% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.6%	Wasatch Advisors LP	4,186,962	US$199.1m	0.41%	0.68%
9.73%	The Vanguard Group, Inc.	3,232,470	US$153.7m	-0.35%	no data
8.71%	Wellington Management Group LLP	2,894,548	US$137.6m	-11.7%	0.02%
7.15%	BlackRock, Inc.	2,375,876	US$113.0m	2.43%	no data
6.05%	Conestoga Capital Advisors, LLC	2,008,286	US$95.5m	-0.11%	1.31%
5.97%	Brown Capital Management, LLC	1,982,770	US$94.3m	-11.9%	1.23%
4.19%	Thrivent Investment Management Inc.	1,392,030	US$66.2m	-1.26%	0.12%
3.87%	Dimensional Fund Advisors LP	1,284,429	US$61.1m	4.41%	0.01%
2.92%	Sara-Bay Financial Corp.	971,448	US$46.2m	-0.99%	18.05%
2.32%	State Street Global Advisors, Inc.	769,078	US$36.6m	3.3%	no data
2.24%	Geode Capital Management, LLC	744,673	US$35.4m	4.2%	no data
2.19%	Janus Henderson Group plc	727,961	US$34.6m	5,110%	0.01%
1.81%	Managed Account Advisors LLC	602,115	US$28.6m	2.91%	0.01%
1.5%	T. Rowe Price Group, Inc.	498,377	US$23.7m	-47.2%	no data
1.43%	Perpetual Limited	476,053	US$22.6m	0%	0.06%
1.27%	Barrow, Hanley, Mewhinney & Strauss, LLC	422,366	US$20.1m	0%	0.33%
1.27%	New York State Common Retirement Fund	421,078	US$20.0m	0%	0.02%
1%	BNY Asset Management	332,504	US$15.8m	18.4%	no data
0.98%	Charles Schwab Investment Management, Inc.	326,677	US$15.5m	10.5%	no data
0.97%	Neuberger Berman Investment Advisers LLC	323,346	US$15.4m	915%	0.01%
0.9%	IAT Reinsurance Company Ltd, Asset Management Arm	300,000	US$14.3m	0%	3.84%
0.89%	Northern Trust Global Investments	295,298	US$14.0m	-3.93%	no data
0.87%	Royce & Associates, LP	289,759	US$13.8m	-1.72%	0.12%
0.77%	Schroder Investment Management North America Inc.	255,485	US$12.1m	3,240%	0.04%
0.63%	Frontier Capital Management Co LLC	210,786	US$10.0m	0%	0.09%