Helios Technologies, Inc.
Helios Technologies, Inc. (HLIO) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · HLIO · as of Sep 30, 2025
Ownership Breakdown
205
Institutional Holders
▲ 19 vs Q2
$1.71B
Total Inst. Value
▲ $655.92M vs Q2
33.05M
Shares Outstanding
freeFloat 99.54%
32.86M
13F Shares Held
▲ 1.18M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
HLIO largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC miscellaneous fabricated metal products | 3.19M | 9.59% | 9.59% | $166.44B | Nov 7, 2025 | ▼ 78.2K |
BLACKROCK, INC. miscellaneous fabricated metal products | 2.46M | 7.39% | 7.39% | $128.24B | Nov 12, 2025 | ▼ 28.0K |
CONESTOGA CAPITAL ADVISORS, LLC miscellaneous fabricated metal products | 1.66M | 4.99% | 4.99% | $86.54B | Oct 24, 2025 | ▼ 294.4K |
DIMENSIONAL FUND ADVISORS LP miscellaneous fabricated metal products | 1.63M | 4.89% | 4.89% | $84.81B | Nov 12, 2025 | ▲ 55.2K |
THRIVENT FINANCIAL FOR LUTHERANS miscellaneous fabricated metal products | 1.53M | 4.60% | 4.60% | $79.79B | Nov 4, 2025 | ▲ 112.2K |
SARA-BAY FINANCIAL miscellaneous fabricated metal products | 1.21M | 3.62% | 3.62% | $62.90B | Oct 10, 2025 | ▼ 7.7K |
BARROW HANLEY MEWHINNEY & STRAUSS LLC miscellaneous fabricated metal products | 1.17M | 3.51% | 3.51% | $60.86B | Nov 13, 2025 | ▼ 95.7K |
WELLINGTON MANAGEMENT GROUP LLP miscellaneous fabricated metal products | 929.7K | 2.79% | 2.79% | $48.46B | Nov 14, 2025 | ▼ 285.8K |
WASATCH ADVISORS LP miscellaneous fabricated metal products | 854.7K | 2.57% | 2.57% | $44.56B | Nov 14, 2025 | ▲ 43.6K |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. miscellaneous fabricated metal products | 847.4K | 2.54% | 2.54% | $44.17B | Nov 14, 2025 | ▲ 123.2K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
20
Increased
+1.88M shares5
New Positions
first time holders23
Decreased
−1.69M shares0
Sold Out
fully exitedNet shares change (top 50)
+192.7K
+1.88M / −1.69M
Net new holders
+2
5 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
HLIO insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Arduini Matteo President of Hydraulics, FCT | May 15, 2026 | Sale | 3,000 | $76.48 | $229.4K | 15.3K | Form 4 ↗ |
Evans Jeremy Scott Chief Financial Officer | Apr 1, 2026 | Tax Withhold | 68 | $68.33 | $4.6K | 919 | Form 4 ↗ |
Walsh Ian K. director | Mar 19, 2026 | Award | 608 | — | — | 608 | Form 4 ↗ |
Sacchi Diana director | Mar 19, 2026 | Award | 686 | — | — | 686 | Form 4 ↗ |
Schuetz Alexander director | Mar 19, 2026 | Award | 647 | — | — | 647 | Form 4 ↗ |
Chenanda Cary director | Mar 19, 2026 | Award | 647 | — | — | 647 | Form 4 ↗ |
Brown Laura D director | Mar 19, 2026 | Award | 1,023 | — | — | 1.0K | Form 4 ↗ |
Britt Douglas director | Mar 19, 2026 | Award | 686 | — | — | 686 | Form 4 ↗ |
Schuetz Alexander director | Mar 13, 2026 | Tax Withhold | 354 | $64.17 | $22.7K | 17.1K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Helios Technologies, Inc. (HLIO) is primarily owned by institutional investors, who hold approximately 99.4% of total shares outstanding. Company insiders own approximately 0.46%, while retail and public investors account for the remaining 0.10%.
The largest institutional shareholder of Helios Technologies, Inc. is VANGUARD GROUP INC, holding approximately 3.19 million shares — equal to 9.59% of outstanding shares — as of September 30, 2025.
A total of 205 institutional investors currently hold HLIO stock, with a combined institutional value of approximately $1.71 billion as of the most recent 13F filing period.
Frequently asked questions
HLIO ownershipHelios Technologies, Inc. (HLIO) is primarily owned by institutional investors, who hold approximately 99.4% of shares. The largest shareholder is VANGUARD GROUP INC with a 9.59% stake. Company insiders hold 0.46%. Data sourced from SEC Form 13F as of September 30, 2025.