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 |
|---|---|---|---|---|
| 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 |
| Wellington Management Company LLP | 3.95 | 1,306,673 | -34.6 | 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 | 3.13 | 1,035,977 | +30.1 | 03/31/2026 |
| William Blair Investment Management, LLC | 2.82 | 931,008 | +58.5 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard Morn Total Stk Mkt Idx Investor | 3.18 | 1,049,626 | -0.6 | 06/30/2026 |
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: August 3, 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.