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	Shares	Max Price
25 Nov 24	SellUS$215,920	Matteo Arduini	Individual	4,000	US$53.98
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	244,661	0.736%
General Public	1,045,916	3.15%
Institutions	31,951,797	96.1%

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

Top Shareholders

Top 25 shareholders own 80.36% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.7%	Wasatch Advisors LP	3,543,128	US$165.4m	-15.4%	0.6%
9.97%	The Vanguard Group, Inc.	3,315,068	US$154.7m	2.56%	no data
7.35%	BlackRock, Inc.	2,442,446	US$114.0m	2.8%	no data
6.08%	Wellington Management Group LLP	2,022,724	US$94.4m	-30.1%	0.02%
5.48%	Thrivent Investment Management Inc.	1,820,140	US$84.9m	30.8%	0.16%
5.46%	Brown Capital Management, LLC	1,813,404	US$84.6m	-8.54%	1.19%
5.18%	Conestoga Capital Advisors, LLC	1,720,401	US$80.3m	-14.3%	1.1%
4.09%	Dimensional Fund Advisors LP	1,359,608	US$63.5m	5.85%	0.01%
2.92%	Sara-Bay Financial Corp.	970,379	US$45.3m	-0.11%	18.5%
2.33%	State Street Global Advisors, Inc.	773,777	US$36.1m	0.61%	no data
2.3%	Managed Account Advisors LLC	765,027	US$35.7m	27.1%	0.01%
2.26%	Geode Capital Management, LLC	752,544	US$35.1m	1.06%	no data
1.9%	Janus Henderson Group plc	632,019	US$29.5m	-13.2%	0.01%
1.79%	T. Rowe Price Group, Inc.	595,496	US$27.8m	19.5%	no data
1.59%	Perpetual Limited	527,789	US$24.6m	10.9%	0.07%
1.44%	Neuberger Berman Investment Advisers LLC	479,134	US$22.4m	48.2%	0.02%
1.42%	Barrow, Hanley, Mewhinney & Strauss, LLC	471,326	US$22.0m	11.6%	0.34%
1.18%	New York State Common Retirement Fund	393,323	US$18.4m	-6.59%	0.02%
1.17%	Royce & Associates, LP	388,659	US$18.1m	34.1%	0.16%
1.1%	Charles Schwab Investment Management, Inc.	364,984	US$17.0m	11.7%	no data
1.04%	Voya Investment Management LLC	346,781	US$16.2m	74.3%	0.02%
0.98%	Schroder Investment Management North America Inc.	324,305	US$15.1m	26.9%	0.05%
0.9%	IAT Reinsurance Company Ltd, Asset Management Arm	300,000	US$14.0m	0%	3.82%
0.89%	Frontier Capital Management Co LLC	296,291	US$13.8m	40.6%	0.12%
0.89%	Northern Trust Global Investments	294,754	US$13.8m	-0.18%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 22:47
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/28
Annual Earnings	2023/12/30

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 here.

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 .

Analyst Sources

Helios Technologies, Inc. is covered by 10 analysts. 5 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
Holden Lewis	BB&T Capital Markets
Christopher Moore	CJS Securities, Inc.