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HELIOS TECH (HLIO)
NYSE
$89.83-$2.58 (-2.79%)
Price as of Jun 23, 2026 2:49 PM EDT- $3.1BMarket Cap
- 197.73%1-Year Change
- Specialty Industrial MachineryIndustry
HELIOS TECH (HLIO)
$89.83-$2.58 (-2.79%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
WASATCH ADVISORS INC | 13.98% | 4.6M | +6,565 (+0.14%) | Dec 31, 2022 |
VANGUARD GROUP INC | 9.57% | 3.2M | -30,580 (-0.97%) | Dec 31, 2025 |
BLACKROCK FUNDING, INC. /DE | 7.39% | 2.4M | +1,061 (+0.04%) | Dec 31, 2024 |
BLACKROCK, INC. | 7.39% | 2.4M | -25,796 (-1.06%) | Mar 31, 2026 |
BLACKROCK INC. | 7.19% | 2.4M | +56,383 (+2.37%) | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 4.90% | 1.6M | +6,347 (+0.39%) | Mar 31, 2026 |
N/A | 4.56% | 1.5M | +1.5M (+100.00%) | Mar 31, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
VANGUARD INDEX FUNDS | 8.14% | 2.7M | +40,023 (+1.49%) | Mar 31, 2026 |
iSHARES TRUST | 3.52% | 1.2M | -23,528 (-2.02%) | Mar 31, 2026 |
CONESTOGA FUNDS | 2.62% | 865,324 | -220,525 (-25.48%) | Mar 31, 2026 |
DFA INVESTMENT DIMENSIONS GROUP INC | 2.55% | 842,121 | -62,372 (-7.41%) | Jan 31, 2026 |
Dimensional ETF Trust | 1.61% | 531,486 | +154 (+0.03%) | Jan 31, 2026 |
Bridge Builder Trust | 1.50% | 494,153 | -44,191 (-8.94%) | Mar 31, 2026 |
PRUDENTIAL JENNISON SMALL CO FUND, INC. | 1.31% | 431,515 | +66,139 (+15.33%) | Mar 31, 2026 |
Current Ownership Distribution
- Institutions563.2M (76.15%)
- Mutual Funds175.6M (23.74%)
- Insiders796,916 (0.11%)
- Other0 (0.00%)
Insider Transactions
- 0.11% (796,916)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 1Number of InsiderSelling (last 12 months)
- $367,811.57Amount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Chenanda Cary | Award | Jun 16, 2026 | $0.00 | 482 | $0.00 | 482 |
Walsh Ian K. | Award | Jun 16, 2026 | $0.00 | 452 | $0.00 | 452 |
Brown Laura D | Award | Jun 16, 2026 | $0.00 | 761 | $0.00 | 761 |
Britt Douglas | Award | Jun 16, 2026 | $0.00 | 511 | $0.00 | 511 |
Sacchi Diana | Award | Jun 16, 2026 | $0.00 | 511 | $0.00 | 511 |
Schuetz Alexander | Award | Jun 16, 2026 | $0.00 | 482 | $0.00 | 482 |
Evans Jeremy Scott Chief Financial Officer | Exempt | Apr 01, 2026 | $0.00 | 278 | $0.00 | 279 |
Evans Jeremy Scott Chief Financial Officer | Exempt | Apr 01, 2026 | $18,995.74 | 278 | $68.33 | 987 |
Evans Jeremy Scott Chief Financial Officer | In Kind | Apr 01, 2026 | $4,646.44 | 68 | $68.33 | 919 |
Schuetz Alexander | Award | Mar 19, 2026 | $0.00 | 647 | $0.00 | 647 |
Chenanda Cary | Award | Mar 19, 2026 | $0.00 | 647 | $0.00 | 647 |
Sacchi Diana | Award | Mar 19, 2026 | $0.00 | 686 | $0.00 | 686 |
Britt Douglas | Award | Mar 19, 2026 | $0.00 | 686 | $0.00 | 686 |
Britt Douglas | Exempt | Mar 13, 2026 | $0.00 | 1,249 | $0.00 | 0 |
Sacchi Diana | Exempt | Mar 13, 2026 | $0.00 | 1,249 | $0.00 | 0 |
Britt Douglas | Exempt | Mar 13, 2026 | $80,148.33 | 1,249 | $64.17 | 28,335 |
Brown Laura D | Exempt | Mar 13, 2026 | $0.00 | 1,177 | $0.00 | 0 |
Schuetz Alexander | Exempt | Mar 13, 2026 | $0.00 | 1,177 | $0.00 | 0 |
Brown Laura D | Exempt | Mar 13, 2026 | $75,528.09 | 1,177 | $64.17 | 17,226 |
Sacchi Diana | Exempt | Mar 13, 2026 | $80,148.33 | 1,249 | $64.17 | 9,006 |
Schuetz Alexander | Exempt | Mar 13, 2026 | $75,528.09 | 1,177 | $64.17 | 17,454 |
Schuetz Alexander | In Kind | Mar 13, 2026 | $22,716.18 | 354 | $64.17 | 17,100 |
Bagan Sean President and CEO | Award | Mar 05, 2026 | $0.00 | 18,770 | $0.00 | 18,770 |
Aldridge Billy Vern President, Electronics | Award | Mar 05, 2026 | $0.00 | 2,441 | $0.00 | 2,441 |
Bagan Sean President and CEO | Award | Mar 05, 2026 | $0.00 | 38,846 | $0.00 | 38,846 |
Greenberg Marc A General Counsel and Secretary | Award | Mar 05, 2026 | $0.00 | 3,417 | $0.00 | 3,417 |
Bagan Sean President and CEO | Award | Mar 05, 2026 | $250,021.78 | 3,698 | $67.61 | 19,632 |
Aldridge Billy Vern President, Electronics | Award | Mar 05, 2026 | $0.00 | 5,051 | $0.00 | 5,051 |
Greenberg Marc A General Counsel and Secretary | Award | Mar 05, 2026 | $0.00 | 7,071 | $0.00 | 7,071 |
Aldridge Billy Vern President, Electronics | Exempt | Jan 06, 2026 | $0.00 | 388 | $0.00 | 0 |