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. 99.6% of the shares are freely tradable; institutional investors hold 101.8%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.39 | 2,442,956 | -1.0 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 4.69 | 1,549,341 | -4.3 | 06/30/2026 |
| 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 |
| Sara-Bay Financial Corp | 3.47 | 1,146,658 | -0.6 | 06/30/2026 |
| Conestoga Capital Advisors, LLC | 3.28 | 1,084,345 | -18.2 | 06/30/2026 |
| Jennison Associates LLC | 2.96 | 977,554 | -5.6 | 06/30/2026 |
| Thrivent Financial For Lutherans | 2.80 | 925,546 | +0.0 | 03/31/2026 |
| Wellington Management Company LLP | 2.69 | 887,417 | -32.1 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 3.19 | 1,054,567 | +0.5 | 07/31/2026 |
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 |
|---|---|---|---|---|---|
| Bagan Sean | President and CEO | 20,460 | 1,417,882 $ | Sep 11, 2026 | direct |
| Martich Frederick Joseph | Pres. of Hydraulics, MCT | 14,182 | 982,813 $ | Sep 11, 2026 | direct |
| Arduini Matteo | President of Hydraulics, FCT | 12,064 | 836,035 $ | Sep 11, 2026 | direct |
| Greenberg Marc A | General Counsel and Secretary | 10,527 | 729,521 $ | Sep 11, 2026 | direct |
| Evans Jeremy Scott | Chief Financial Officer | 1,201 | 83,229 $ | Sep 11, 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 |
|---|---|---|---|---|---|---|
| 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: September 18, 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.