Helios Technologies, Inc.

NYSE:HLIO Stock Report

Market Cap: US$1.4b

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
DateValueNameEntityRoleSharesMax Price
30 Jun 23SellUS$180,180Philippe LemaitreIndividual2,750US$65.52

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 TypeNumber of SharesOwnership Percentage
Private Companies6,9930.0211%
Individual Insiders270,0510.815%
General Public1,092,8193.3%
Institutions31,746,68895.9%

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


Top Shareholders

Top 25 shareholders own 83.86% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.6%
Wasatch Advisors LP
3,835,129US$165.9m-0.38%0.6%
9.72%
The Vanguard Group, Inc.
3,218,839US$139.2m2.83%no data
9.4%
Brown Capital Management, LLC
3,114,144US$134.7m7.03%1.54%
7.62%
Wellington Management Group LLP
2,524,041US$109.2m126%0.02%
7.24%
BlackRock, Inc.
2,398,060US$103.7m9.69%no data
6.5%
T. Rowe Price Group, Inc.
2,151,267US$93.0m-31%0.01%
6.06%
Conestoga Capital Advisors, LLC
2,007,758US$86.8m3.33%1.26%
4.09%
Thrivent Investment Management Inc.
1,353,381US$58.5m1.53%0.11%
3.62%
Dimensional Fund Advisors LP
1,198,815US$51.8m5.09%0.01%
2.97%
Sara-Bay Financial Corp.
984,007US$42.6m-0.18%18.7%
2.22%
State Street Global Advisors, Inc.
736,674US$31.9m5.27%no data
2.1%
Geode Capital Management, LLC
694,098US$30.0m5.66%no data
1.27%
New York State Common Retirement Fund
421,084US$18.2m0.07%0.02%
1.24%
Managed Account Advisors LLC
412,278US$17.8m6.45%no data
0.96%
Northern Trust Global Investments
316,473US$13.7m-2.31%no data
0.91%
IAT Reinsurance Company Ltd, Asset Management Arm
300,000US$13.0m0%2.74%
0.88%
Royce & Associates, LP
291,065US$12.6m11.9%0.1%
0.87%
Ceredex Value Advisors LLC
288,119US$12.5m29%0.2%
0.83%
British Columbia Investment Management Corporation
276,086US$11.9m0%0.05%
0.78%
Charles Schwab Investment Management, Inc.
258,982US$11.2m-4.15%no data
0.72%
Norges Bank Investment Management
239,997US$10.4m-28.8%no data
0.7%
BNY Mellon Asset Management
231,533US$10.0m28.8%no data
0.6%
Millennium Management LLC
197,377US$8.5m0%0.01%
0.53%
Tributary Capital Management, LLC
175,297US$7.6m0%0.62%
0.45%
Silvercrest Asset Management Group LLC
148,239US$6.4m-0.05%0.04%
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