Helios Ownership | Who Owns Helios?

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Helios Ownership Summary

Helios is owned by 98.87% institutional investors, 1.73% insiders. Vanguard group is the largest institutional shareholder, holding 9.59% of HLIO shares. Conestoga Small Cap Investors is the top mutual fund, with 4.18% of its assets in Helios shares.

HLIO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Helios	98.87%	1.73%	-0.60%
Sector	Industrials Stocks	46.77%	12.62%	40.60%
Industry	Industrial Machinery Stocks	54.58%	8.80%	36.63%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	3.19M	9.59%	$166.44M
Blackrock funding, inc. /de	2.46M	7.39%	$128.24M
Blackrock	2.38M	7.18%	$113.45M
Conestoga capital advisors	1.66M	4.99%	$86.54M
Dimensional fund advisors lp	1.63M	4.89%	$84.81M
Thrivent financial for lutherans	1.53M	4.60%	$79.79M
Sara-bay financial	1.21M	3.62%	$62.90M
Barrow hanley mewhinney & strauss	1.17M	3.51%	$60.86M
Wellington management group llp	929.68K	2.79%	$48.46M
Wasatch advisors lp	854.71K	2.57%	$44.56M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Sara-bay financial	1.21M	17.58%	$62.90M
Ack asset management	770.00K	5.02%	$40.14M
Iat reinsurance	300.00K	3.29%	$15.64M
Conestoga capital advisors	1.66M	1.39%	$86.54M
Mesirow institutional investment management	332.73K	1.14%	$14.85M
Deprince race & zollo	846.26K	0.89%	$44.12M
Kennedy capital management	757.79K	0.87%	$39.50M
Advantage alpha capital partners lp	53.01K	0.83%	$2.76M
Keeley-teton advisors	152.51K	0.79%	$6.81M
Semanteon capital management, lp	10.93K	0.71%	$569.78K

Top Buyers

Holder	Shares	% Assets	Change
Ack asset management	770.00K	5.02%	770.00K
Kennedy capital management	757.79K	0.87%	757.79K
Arrowstreet capital, limited partnership	594.36K	0.02%	306.66K
Victory capital management	280.04K	0.01%	280.04K
Bessemer group	273.83K	0.02%	273.83K

Top Sellers

Holder	Shares	% Assets	Change
Brown capital management	-	-	-1.18M
Conestoga capital advisors	1.66M	1.39%	-294.36K
Wellington management group llp	929.68K	0.01%	-285.84K
Ceredex value advisors	192.80K	0.23%	-225.15K
Silvercrest asset management group	-	-	-184.92K

New Positions

Holder	Shares	% Assets	Change	Value
Ack asset management	770.00K	5.02%	770.00K	$40.14M
Kennedy capital management	757.79K	0.87%	757.79K	$39.50M
Victory capital management	280.04K	0.01%	280.04K	$14.60M
Bessemer group	273.83K	0.02%	273.83K	$14.28M
Driehaus capital management	178.42K	0.07%	178.42K	$9.30M

Sold Out

Holder	Change
Dinuzzo private wealth	-1.00
National bank of canada /fi/	-1.00
Claris advisors, llc / mo /	-1.00
Concourse financial group securities	-1.00
Td capital management	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	195	9.55%	32,923,610	7.22%	98	1.16%	100	-9.91%	69	46.81%
Jun 30, 2025	184	0.55%	30,286,219	-4.72%	90	1.00%	116	20.83%	47	-16.07%
Mar 31, 2025	4	-97.67%	290,166	-99.11%	-	0.01%	3	-96.77%	1	-97.87%
Dec 31, 2024	99	-43.43%	18,855,925	-40.20%	56	0.63%	54	-41.30%	21	-54.35%
Sep 30, 2024	175	2.34%	31,520,875	-0.95%	94	1.03%	93	14.81%	45	-15.09%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Conestoga Small Cap Investors	1.39M	4.18%	-
Wasatch Core Growth	1.08M	3.25%	-40.94K
Vanguard Total Stock Mkt Idx Inv	1.05M	3.16%	-23.26K
Vanguard US Total Market Shares ETF	1.05M	3.16%	1.58K
Thrivent Small Cap Stock A	1.03M	3.09%	27.76K
Vanguard Small Cap Index	809.11K	2.44%	-5.01K
iShares Russell 2000 ETF	797.76K	2.41%	-
Wasatch Small Cap Growth Investor	761.73K	2.29%	-31.32K
American Beacon Small Cp Val R5	676.67K	2.04%	-18.20K
Conestoga Small Cap Growth	633.20K	1.90%	28.38K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 05, 2025	Sacchi Diana	-	Sell	$36.18K
Nov 25, 2024	Arduini Matteo	President of Hydraulics, EMEA	Sell	$215.92K
Nov 07, 2024	Sacchi Diana	-	Sell	$33.15K
May 21, 2024	Arduini Matteo	President of Hydraulics, EMEA	Sell	$376.04K
Jun 30, 2023	LEMAITRE PHILIPPE	-	Sell	$180.18K

Insider Transactions Trends

Date	Buy	Sell
2028 Q1	-	-
2025 Q1	-	-
2024 Q4	-	2
2024 Q3	-	-
2024 Q2	-	1

HLIO Ownership FAQ

Who Owns Helios?

Helios shareholders are primarily institutional investors at 98.87%, followed by 1.73% insiders and -0.60% retail investors. The average institutional ownership in Helios's industry, Industrial Machinery Stocks, is 54.58%, which Helios exceeds.

Who owns the most shares of Helios?

Helios’s largest shareholders are Vanguard group (3.19M shares, 9.59%), Blackrock funding, inc. /de (2.46M shares, 7.39%), and Blackrock (2.38M shares, 7.18%). Together, they hold 24.15% of Helios’s total shares outstanding.

Does Blackrock own Helios?

Yes, BlackRock owns 7.18% of Helios, totaling 2.38M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 113.45M$. In the last quarter, BlackRock increased its holdings by 56.38K shares, a 2.43% change.

Who is Helios’s biggest shareholder by percentage of total assets invested?

Sara-bay financial is Helios’s biggest shareholder by percentage of total assets invested, with 17.58% of its assets in 1.21M Helios shares, valued at 62.9M$.

Who is the top mutual fund holder of Helios shares?

Conestoga Small Cap Investors is the top mutual fund holder of Helios shares, with 4.18% of its total shares outstanding invested in 1.39M Helios shares.

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