HLIO | HELIOS TECH | Owners

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HELIOS TECH (HLIO)

NYSE

$72.91+$1.20 (+1.67%)

Price as of Oct 02, 2026 7:30 PM EDT

$2.3B
Market Cap
36.77%
1-Year Change
Specialty Industrial Machinery
Industry

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, INC.	7.85%	2.6M	+149,916 (+5.78%)	Jun 30, 2026
BLACKROCK FUNDING, INC. /DE	7.39%	2.4M	+1,061 (+0.04%)	Dec 31, 2024
BLACKROCK INC.	7.19%	2.4M	+56,383 (+2.37%)	Jun 30, 2024
N/A	4.97%	1.6M	+135,810 (+8.28%)	Jun 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC	4.97%	1.6M	+135,810 (+8.28%)	Jun 30, 2026

Holder	Ownership %	Shares Held	Change (Shares, %)	Report Date
VANGUARD INDEX FUNDS	8.06%	2.7M	-26,034 (-0.98%)	Jun 30, 2026
DFA INVESTMENT DIMENSIONS GROUP INC	2.51%	828,987	-37,031 (-4.47%)	Jul 31, 2026
CONESTOGA FUNDS	2.06%	681,560	-183,764 (-26.96%)	Jun 30, 2026
THRIVENT MUTUAL FUNDS	2.04%	673,945	+672,208 (+99.74%)	Jul 31, 2026
Dimensional ETF Trust	1.57%	518,944	-821 (-0.16%)	Jul 31, 2026
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)	1.46%	481,166	+481,166 (+100.00%)	May 31, 2026
FIDELITY SALEM STREET TRUST	1.43%	471,598	+426,570 (+90.45%)	Jul 31, 2026

Current Ownership Distribution

Institutions596.9M (74.92%)
Mutual Funds199.0M (24.98%)
Insiders814,959 (0.10%)
Other0 (0.00%)

Insider Transactions

0.10% (814,959)
Current InsiderOwnership (%, shares)
0
Number of InsiderBuying (last 12 months)
$0.00
Amount of InsiderBuying (last 12 months)
1
Number of InsiderSelling (last 12 months)
$367,811.57
Amount of InsiderSelling (last 12 months)

Insider Name & Title	Type	Date	Transaction Value	Shares	Share Price	Shares After Transactions
Britt Douglas	Award	Sep 25, 2026	$0.00	638	$0.00	638
Schuetz Alexander	Award	Sep 25, 2026	$0.00	601	$0.00	601
Brown Laura D	Award	Sep 25, 2026	$0.00	951	$0.00	951
Chenanda Cary	Award	Sep 25, 2026	$0.00	601	$0.00	601
Sacchi Diana	Award	Sep 25, 2026	$0.00	638	$0.00	638
Chenanda Cary	Exempt	Sep 18, 2026	$0.00	742	$0.00	0
Sacchi Diana	Exempt	Sep 18, 2026	$0.00	787	$0.00	0
Britt Douglas	Exempt	Sep 18, 2026	$0.00	787	$0.00	0
Schuetz Alexander	Exempt	Sep 18, 2026	$0.00	742	$0.00	0
Brown Laura D	Exempt	Sep 18, 2026	$0.00	1,174	$0.00	0
Walsh Ian K.	Exempt	Sep 18, 2026	$0.00	697	$0.00	0
Britt Douglas	Exempt	Sep 18, 2026	$54,531.23	787	$69.29	30,491
Schuetz Alexander	Exempt	Sep 18, 2026	$51,413.18	742	$69.29	18,745
Chenanda Cary	Exempt	Sep 18, 2026	$51,413.18	742	$69.29	17,778
Sacchi Diana	Exempt	Sep 18, 2026	$54,531.23	787	$69.29	11,162
Brown Laura D	Exempt	Sep 18, 2026	$81,346.46	1,174	$69.29	20,442
Schuetz Alexander	In Kind	Sep 18, 2026	$15,451.67	223	$69.29	18,522
Walsh Ian K.	Exempt	Sep 18, 2026	$48,295.13	697	$69.29	697
Arduini Matteo President of Hydraulics, FCT	Exempt	Sep 11, 2026	$0.00	747	$0.00	0
Bagan Sean President and CEO	Exempt	Sep 11, 2026	$0.00	747	$0.00	0
Greenberg Marc A General Counsel and Secretary	Exempt	Sep 11, 2026	$0.00	747	$0.00	0
Bagan Sean President and CEO	Exempt	Sep 11, 2026	$52,783.02	747	$70.66	20,754
Arduini Matteo President of Hydraulics, FCT	Exempt	Sep 11, 2026	$52,783.02	747	$70.66	12,064
Bagan Sean President and CEO	In Kind	Sep 11, 2026	$20,774.04	294	$70.66	20,460
Greenberg Marc A General Counsel and Secretary	Exempt	Sep 11, 2026	$52,783.02	747	$70.66	10,821
Evans Jeremy Scott Chief Financial Officer	Exempt	Sep 11, 2026	$0.00	374	$0.00	0
Greenberg Marc A General Counsel and Secretary	In Kind	Sep 11, 2026	$20,774.04	294	$70.66	10,527
Evans Jeremy Scott Chief Financial Officer	Exempt	Sep 11, 2026	$26,426.84	374	$70.66	1,293
Evans Jeremy Scott Chief Financial Officer	In Kind	Sep 11, 2026	$6,500.72	92	$70.66	1,201
Walsh Ian K.	Award	Jun 16, 2026	$0.00	452	$0.00	452