Helios Technologies Inc (HLIO)
Who owns Helios Technologies Inc (HLIO)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 99.6% of the shares are freely tradable; institutional investors hold 101.8%.
Ownership Structure
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard Group Inc | 9.57 | 3,162,279 | -1.0 | 12/31/2025 |
| BlackRock Inc | 7.39 | 2,442,956 | -1.0 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 4.90 | 1,618,712 | +0.4 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 4.56 | 1,505,296 | +0.0 | 03/31/2026 |
| Vanguard Capital Management, LLC | 4.47 | 1,477,349 | +0.0 | 03/31/2026 |
| Conestoga Capital Advisors, LLC | 4.01 | 1,325,206 | -14.6 | 03/31/2026 |
| Wellington Management Company LLP | 3.95 | 1,306,673 | -34.6 | 03/31/2026 |
| Sara-Bay Financial Corp | 3.49 | 1,153,896 | -4.2 | 03/31/2026 |
| Jennison Associates LLC | 3.13 | 1,035,977 | +30.1 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 3.26 | 1,077,794 | +0.4 | 04/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.