Helios Technologies Inc
Ownership
Ownership Structure
Who owns Helios Technologies Inc (HLIO)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 99.5% of the shares are freely tradable; institutional investors hold 101.8%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.87 | 2,592,872 | +6.1 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 4.98 | 1,641,106 | +9.0 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 4.70 | 1,549,341 | -4.3 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.44 | 1,462,106 | -1.0 | 06/30/2026 |
| Sara-Bay Financial Corp | 3.48 | 1,146,658 | -0.6 | 06/30/2026 |
| Conestoga Capital Advisors, LLC | 3.29 | 1,084,345 | -18.2 | 06/30/2026 |
| Amvescap Plc. | 3.29 | 1,083,038 | +394.1 | 06/30/2026 |
| Geode Capital Management, LLC | 2.97 | 979,448 | +17.0 | 06/30/2026 |
| Jennison Associates LLC | 2.97 | 977,554 | -5.6 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 3.21 | 1,057,691 | +0.5 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Britt Douglas | Director | 30,491 | 2,058,143 $ | Sep 18, 2026 | direct |
| Bagan Sean | President and CEO | 20,953 | 1,414,330 $ | Oct 1, 2026 | direct |
| Brown Laura D | Director | 20,442 | 1,379,835 $ | Sep 18, 2026 | direct |
| Schuetz Alexander | Director | 18,522 | 1,250,235 $ | Sep 18, 2026 | direct |
| Chenanda Cary | Director | 17,778 | 1,200,015 $ | Sep 18, 2026 | direct |
| Martich Frederick Joseph | Pres. of Hydraulics, MCT | 14,182 | 957,285 $ | Sep 11, 2026 | direct |
| Arduini Matteo | President of Hydraulics, FCT | 12,064 | 814,320 $ | Sep 11, 2026 | direct |
| Sacchi Diana | Director | 11,162 | 753,435 $ | Sep 18, 2026 | direct |
| Greenberg Marc A | General Counsel and Secretary | 10,527 | 710,573 $ | Sep 11, 2026 | direct |
| Evans Jeremy Scott | Chief Financial Officer | 1,201 | 81,068 $ | Sep 11, 2026 | direct |
| Walsh Ian K. | Director | 697 | 47,048 $ | Sep 18, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Bagan Sean | President and CEO | Other | 304 | 68.89 | 20,943 |
| Oct 1, 2026 | Bagan Sean | President and CEO | Other | 771 | 68.89 | 53,114 |
| Sep 18, 2026 | Chenanda Cary | Director | Other | 742 | 69.29 | 51,413 |
| Sep 18, 2026 | Britt Douglas | Director | Other | 787 | 69.29 | 54,531 |
| Sep 18, 2026 | Walsh Ian K. | Director | Other | 697 | 69.29 | 48,295 |
| Sep 18, 2026 | Brown Laura D | Director | Other | 1,174 | 69.29 | 81,346 |
| Sep 18, 2026 | Sacchi Diana | Director | Other | 787 | 69.29 | 54,531 |
| Sep 18, 2026 | Schuetz Alexander | Director | Other | 223 | 69.29 | 15,452 |
| Sep 18, 2026 | Schuetz Alexander | Director | Other | 742 | 69.29 | 51,413 |
| Sep 11, 2026 | Evans Jeremy Scott | Chief Financial Officer | Other | 92 | 70.66 | 6,501 |
| Sep 11, 2026 | Evans Jeremy Scott | Chief Financial Officer | Other | 374 | 70.66 | 26,427 |
| Sep 11, 2026 | Martich Frederick Joseph | Pres. of Hydraulics, MCT | Other | 294 | 70.66 | 20,774 |
| Sep 11, 2026 | Martich Frederick Joseph | Pres. of Hydraulics, MCT | Other | 747 | 70.66 | 52,783 |
| Sep 11, 2026 | Greenberg Marc A | General Counsel and Secretary | Other | 294 | 70.66 | 20,774 |
| Sep 11, 2026 | Greenberg Marc A | General Counsel and Secretary | Other | 747 | 70.66 | 52,783 |
| Sep 11, 2026 | Arduini Matteo | President of Hydraulics, FCT | Other | 747 | 70.66 | 52,783 |
| Sep 11, 2026 | Bagan Sean | President and CEO | Other | 294 | 70.66 | 20,774 |
| Sep 11, 2026 | Bagan Sean | President and CEO | Other | 747 | 70.66 | 52,783 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 2, 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.