Helios Ownership | Who Owns Helios?
Helios Ownership Summary
Helios is owned by 80.93% institutional investors, 1.74% insiders, and 17.33% retail investors. Vanguard group is the largest institutional shareholder, holding 9.52% of HLIO shares. Wasatch Core Growth is the top mutual fund, with 3.25% of its assets in Helios shares.
HLIO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Helios | 80.93% | 1.74% | 17.33% |
| Sector | Industrials Stocks | 47.66% | 12.56% | 39.78% |
| Industry | Industrial Machinery Stocks | 47.74% | 9.56% | 42.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 3.16M | 9.52% | $169.15M |
| Blackrock funding, inc. /de | 2.47M | 7.43% | $132.05M |
| Blackrock | 2.38M | 7.18% | $113.45M |
| Dimensional fund advisors lp | 1.62M | 4.88% | $104.74M |
| Conestoga capital advisors | 1.33M | 3.99% | $85.75M |
| Sara-bay financial | 1.15M | 3.48% | $74.67M |
| Jennison associates | 1.04M | 3.12% | $67.04M |
| Barrow hanley mewhinney & strauss | 993.96K | 2.99% | $53.17M |
| William blair investment management | 931.01K | 2.80% | $60.25M |
| Wellington management group llp | 929.68K | 2.79% | $48.46M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sara-bay financial | 1.15M | 22.45% | $74.67M |
| Ack asset management | 770.00K | 5.02% | $40.14M |
| Iat reinsurance | 300.00K | 4.70% | $16.05M |
| Conestoga capital advisors | 1.33M | 1.71% | $85.75M |
| Sg capital management | 372.35K | 1.60% | $24.09M |
| Mesirow institutional investment management | 332.73K | 1.14% | $14.85M |
| 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 |
| Leeward investments, llc - ma | 149.26K | 0.48% | $9.66M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ack asset management | 770.00K | 5.02% | 770.00K |
| Kennedy capital management | 757.79K | 0.87% | 757.79K |
| Voya investment management | 486.80K | 0.03% | 480.74K |
| William blair investment management | 931.01K | 0.20% | 343.67K |
| Arrowstreet capital, limited partnership | 594.36K | 0.02% | 306.66K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Brown capital management | - | - | -1.18M |
| Wellington management group llp | 929.68K | 0.01% | -285.84K |
| Bessemer group | 1.55K | 0.00% | -273.15K |
| Deprince race & zollo | - | - | -233.03K |
| Conestoga capital advisors | 1.33M | 1.71% | -226.86K |
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 |
| Vanguard fiduciary trust | 214.25K | 0.00% | 214.25K | $13.86M |
| Driehaus capital management | 178.42K | 0.07% | 178.42K | $9.30M |
Sold Out
| Holder | Change |
|---|---|
| Dinuzzo private wealth | -1.00 |
| Concourse financial group securities | -1.00 |
| National bank of canada /fi/ | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Td capital management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 155 | -24.02% | 26,889,899 | -18.17% | 80 | 0.83% | 65 | -38.68% | 60 | -16.67% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Wasatch Core Growth | 1.08M | 3.25% | -40.94K |
| Vanguard Total Stock Mkt Idx Inv | 1.07M | 3.24% | 8.69K |
| Vanguard US Total Market Shares ETF | 1.05M | 3.16% | 1.58K |
| Conestoga Small Cap Investors | 865.32K | 2.62% | -115.53K |
| iShares Russell 2000 ETF | 780.91K | 2.36% | 6.58K |
| Vanguard Small Cap Index | 765.36K | 2.31% | 13.42K |
| Wasatch Small Cap Growth Investor | 761.73K | 2.29% | -31.32K |
| Thrivent Small Cap Stock A | 648.96K | 1.96% | -256.00 |
| Bridge Builder Small/Mid Cap Value | 494.15K | 1.49% | -44.49K |
| Vanguard Small Cap Value Index Inv | 486.69K | 1.47% | 3.47K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 05, 2025 | Arduini Matteo | President of Hydraulics, FCT | Sell | $109.22K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2028 Q1 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 1 |
HLIO Ownership FAQ
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