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
07 Nov 24	SellUS$33,155	Diana Sacchi	Individual		615	US$53.91
21 May 24	SellUS$376,040	Matteo Arduini	Individual		7,000	US$53.72

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of HLIO?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	242,212	0.729%
General Public	1,071,022	3.22%
Institutions	31,929,140	96%

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

Top Shareholders

Top 25 shareholders own 80.16% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.7%	Wasatch Advisors LP	3,543,128	US$177.9m	-15.4%	0.61%
9.97%	The Vanguard Group, Inc.	3,315,068	US$166.5m	2.56%	no data
7.15%	BlackRock, Inc.	2,375,876	US$119.3m	0%	no data
6.08%	Wellington Management Group LLP	2,022,724	US$101.6m	-30.1%	0.02%
5.48%	Thrivent Investment Management Inc.	1,820,140	US$91.4m	30.8%	0.16%
5.46%	Brown Capital Management, LLC	1,813,404	US$91.1m	-8.54%	1.25%
5.18%	Conestoga Capital Advisors, LLC	1,720,401	US$86.4m	-14.3%	1.12%
4.09%	Dimensional Fund Advisors LP	1,359,608	US$68.3m	5.85%	0.01%
2.92%	Sara-Bay Financial Corp.	970,379	US$48.7m	-0.11%	18.9%
2.33%	State Street Global Advisors, Inc.	773,777	US$38.9m	0.61%	no data
2.3%	Managed Account Advisors LLC	765,027	US$38.4m	27.1%	0.01%
2.26%	Geode Capital Management, LLC	752,544	US$37.8m	1.06%	no data
1.9%	Janus Henderson Group plc	632,019	US$31.7m	-13.2%	0.01%
1.79%	T. Rowe Price Group, Inc.	595,496	US$29.9m	19.5%	no data
1.59%	Perpetual Limited	527,789	US$26.5m	10.9%	0.07%
1.44%	Neuberger Berman Investment Advisers LLC	479,134	US$24.1m	48.2%	0.02%
1.42%	Barrow, Hanley, Mewhinney & Strauss, LLC	471,326	US$23.7m	11.6%	0.33%
1.18%	New York State Common Retirement Fund	393,323	US$19.8m	-6.59%	0.03%
1.17%	Royce & Associates, LP	388,659	US$19.5m	34.1%	0.16%
1.1%	Charles Schwab Investment Management, Inc.	364,984	US$18.3m	11.7%	no data
1.04%	Voya Investment Management LLC	346,781	US$17.4m	74.3%	0.02%
0.98%	Schroder Investment Management North America Inc.	324,305	US$16.3m	26.9%	0.05%
0.9%	IAT Reinsurance Company Ltd, Asset Management Arm	300,000	US$15.1m	0%	3.88%
0.89%	Frontier Capital Management Co LLC	296,291	US$14.9m	40.6%	0.13%
0.89%	Northern Trust Global Investments	294,754	US$14.8m	-0.18%	no data