Helios Ownership | Who Owns Helios?

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Helios Ownership Summary

Helios is owned by 90.95% institutional investors, 1.74% insiders, and 7.31% retail investors. Vanguard group is the largest institutional shareholder, holding 10.02% 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	90.95%	1.74%	7.31%
Sector	Industrials Stocks	64.07%	12.69%	23.24%
Industry	Industrial Machinery Stocks	74.87%	9.25%	15.88%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	3.33M	10.02%	$148.57M
Blackrock funding, inc. /de	2.49M	7.47%	$83.03M
Blackrock	2.38M	7.18%	$113.45M
Conestoga capital advisors	1.95M	5.87%	$65.22M
Thrivent financial for lutherans	1.84M	5.55%	$82.22M
Wellington management group llp	1.46M	4.41%	$65.32M
Dimensional fund advisors lp	1.44M	4.33%	$64.23M
Barrow hanley mewhinney & strauss	1.26M	3.79%	$42.15M
Sara-bay financial	1.21M	3.62%	$62.90M
Deprince race & zollo	846.26K	2.54%	$44.12M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Sara-bay financial	1.21M	17.58%	$62.90M
Iat reinsurance	300.00K	2.25%	$10.01M
Mesirow institutional investment management	332.73K	1.14%	$14.85M
Conestoga capital advisors	1.95M	0.96%	$65.22M
Deprince race & zollo	846.26K	0.89%	$44.12M
Keeley-teton advisors	152.51K	0.79%	$6.81M
Advantage alpha capital partners lp	62.93K	0.57%	$2.10M
Entrypoint capital	31.33K	0.52%	$1.05M
Vaughan nelson investment management	775.42K	0.37%	$40.42M
Ceredex value advisors	417.95K	0.30%	$13.95M

Top Buyers

Holder	Shares	% Assets	Change
William blair investment management	630.39K	0.06%	630.39K
Barrow hanley mewhinney & strauss	1.26M	0.14%	296.79K
Arrowstreet capital, limited partnership	287.70K	0.01%	277.71K
Vaughan nelson investment management	775.42K	0.37%	170.05K
T. rowe price investment management	724.18K	0.02%	156.17K

Top Sellers

Holder	Shares	% Assets	Change
Wasatch advisors lp	811.14K	0.14%	-2.60M
Brown capital management	-	-	-1.18M
Wellington management group llp	1.46M	0.01%	-559.46K
Silvercrest asset management group	-	-	-184.92K
Deprince race & zollo	846.26K	0.89%	-164.18K

New Positions

Holder	Shares	% Assets	Change	Value
William blair investment management	630.39K	0.06%	630.39K	$21.04M
Gabelli funds	97.86K	0.02%	97.86K	$3.27M
Norges bank	86.30K	0.00%	86.30K	$3.85M
Millennium management	76.23K	0.00%	76.23K	$2.45M
State of wisconsin investment board	67.81K	0.01%	67.81K	$2.26M

Sold Out

Holder	Change
Td capital management	-1.00
Claris advisors, llc / mo /	-1.00
Concourse financial group securities	-1.00
Dinuzzo private wealth	-1.00
Global financial private client	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	168	-8.20%	31,814,352	2.87%	96	1.10%	78	-12.36%	53	-13.11%

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 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 90.95%, followed by 1.74% insiders and 7.31% retail investors. The average institutional ownership in Helios's industry, Industrial Machinery Stocks, is 74.87%, which Helios exceeds.

Who owns the most shares of Helios?

Helios’s largest shareholders are Vanguard group (3.33M shares, 10.02%), Blackrock funding, inc. /de (2.49M shares, 7.47%), and Blackrock (2.38M shares, 7.18%). Together, they hold 24.67% 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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