Helios Technologies
HLIO · NYSE
$68.04+$0.32 (+0.47%)TodayMarket closed ·
Prev close $67.72
Who owns HLIO
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 39.2% of HLIO’s shares.
- BlackRock Institutional Trust Company, N.A.6.8%
- Vanguard Portfolio Management, LLC5.0%
- Dimensional Fund Advisors, L.P.4.7%
- Vanguard Capital Management, LLC4.4%
- Next 6 largest institutions18.3%
- All other shareholders60.8%
| Holder | Shares | % of shares |
|---|---|---|
| BlackRock Institutional Trust Company, N.A. | 2.25M | 6.80% |
| Vanguard Portfolio Management, LLC | 1.64M | 4.97% |
| Dimensional Fund Advisors, L.P. | 1.55M | 4.69% |
| Vanguard Capital Management, LLC | 1.46M | 4.42% |
| Sara-Bay Financial Corp. | 1.15M | 3.47% |
| Conestoga Capital Advisors, LLC | 1.08M | 3.28% |
| Geode Capital Management, L.L.C. | 979.45K | 2.96% |
| Jennison Associates LLC | 977.55K | 2.96% |
| Invesco Advisers, Inc. | 933.43K | 2.82% |
| Thrivent Asset Management, LLC | 918.91K | 2.78% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| Vanguard Total Stock Market Index Fund | 1.05M | 3.19% |
| iShares Russell 2000 ETF | 859.03K | 2.60% |
| Vanguard Small-Cap Index Fund | 759.82K | 2.30% |
| Invesco Discovery Fund | 714.06K | 2.16% |
| Conestoga Small Cap Fund | 681.56K | 2.06% |
Insider trades
Form 4 filings by officers, directors and large holders
Over the last 6 months, insiders sold $1.13M (3 trades) of HLIO on the open market, with no buys.
| Insider | Type | Shares | Value |
|---|---|---|---|
| Bagan Sean | Option exercise | 771 | — |
| Bagan Sean | Tax withholding | 304 | $20.94K |
| Bagan Sean | Option exercise | 771 | $53.11K |
| Sacchi Diana | Award | 638 | — |
| Schuetz Alexander | Award | 601 | — |
| Chenanda Cary | Award | 601 | — |
| Britt Douglas | Award | 638 | — |
| Brown Laura D | Award | 951 | — |
| Walsh Ian K. | Award | 565 | — |
| Chenanda Cary | Option exercise | 742 | — |
Short interest
Settled Sep 30, 2026
- Shares short
- 902.63K
- Days to cover
- 2.03
- % of shares outstanding
- 2.73%
- Average daily volume
- 445.13K
- Change since last report
- −11.4%
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