Helios Technologies, Inc.

NYSE:HLIO Stock Report

Market Cap: US$1.6b

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
21 May 24SellUS$376,040Matteo ArduiniIndividual7,000US$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 TypeNumber of SharesOwnership Percentage
Individual Insiders242,8270.731%
General Public715,7152.15%
Institutions32,261,26497.1%

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


Top Shareholders

Top 25 shareholders own 82.25% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.6%
Wasatch Advisors LP
4,186,962US$199.1m0.41%0.68%
9.73%
The Vanguard Group, Inc.
3,232,470US$153.7m-0.35%no data
8.71%
Wellington Management Group LLP
2,894,548US$137.6m-11.7%0.02%
7.15%
BlackRock, Inc.
2,375,876US$113.0m2.43%no data
6.05%
Conestoga Capital Advisors, LLC
2,008,286US$95.5m-0.11%1.31%
5.97%
Brown Capital Management, LLC
1,982,770US$94.3m-11.9%1.23%
4.19%
Thrivent Investment Management Inc.
1,392,030US$66.2m-1.26%0.12%
3.87%
Dimensional Fund Advisors LP
1,284,429US$61.1m4.41%0.01%
2.92%
Sara-Bay Financial Corp.
971,448US$46.2m-0.99%18.05%
2.32%
State Street Global Advisors, Inc.
769,078US$36.6m3.3%no data
2.24%
Geode Capital Management, LLC
744,673US$35.4m4.2%no data
2.19%
Janus Henderson Group plc
727,961US$34.6m5,110%0.01%
1.81%
Managed Account Advisors LLC
602,115US$28.6m2.91%0.01%
1.5%
T. Rowe Price Group, Inc.
498,377US$23.7m-47.2%no data
1.43%
Perpetual Limited
476,053US$22.6m0%0.06%
1.27%
Barrow, Hanley, Mewhinney & Strauss, LLC
422,366US$20.1m0%0.33%
1.27%
New York State Common Retirement Fund
421,078US$20.0m0%0.02%
1%
BNY Asset Management
332,504US$15.8m18.4%no data
0.98%
Charles Schwab Investment Management, Inc.
326,677US$15.5m10.5%no data
0.97%
Neuberger Berman Investment Advisers LLC
323,346US$15.4m915%0.01%
0.9%
IAT Reinsurance Company Ltd, Asset Management Arm
300,000US$14.3m0%3.84%
0.89%
Northern Trust Global Investments
295,298US$14.0m-3.93%no data
0.87%
Royce & Associates, LP
289,759US$13.8m-1.72%0.12%
0.77%
Schroder Investment Management North America Inc.
255,485US$12.1m3,240%0.04%
0.63%
Frontier Capital Management Co LLC
210,786US$10.0m0%0.09%