Helios Ownership | Who Owns Helios?

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Helios Ownership Summary

Helios is owned by 66.13% institutional investors, 1.38% insiders, and 32.50% 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	66.13%	1.38%	32.50%
Sector	Industrials Stocks	49.20%	16.03%	34.77%
Industry	Industrial Machinery Stocks	45.31%	11.72%	42.98%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	3.16M	9.52%	$169.15M
Blackrock funding, inc. /de	2.59M	7.83%	$231.41M
Blackrock	2.38M	7.18%	$113.45M
Dimensional fund advisors lp	1.55M	4.68%	$138.28M
Vanguard capital management	1.46M	4.42%	$130.49M
Wellington management group llp	1.31M	3.94%	$84.55M
Sara-bay financial	1.15M	3.46%	$102.34M
Conestoga capital advisors	1.08M	3.28%	$96.78M
Geode capital management	979.45K	2.96%	$87.43M
Jennison associates	977.55K	2.95%	$87.25M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Sara-bay financial	1.15M	27.26%	$102.34M
Iat reinsurance	300.00K	8.04%	$13.39M
Ack asset management	681.00K	7.10%	$60.78M
Aperture investors	304.00K	2.49%	$19.67M
Conestoga capital advisors	1.08M	2.11%	$96.78M
Intrinsic edge capital management	130.00K	1.20%	$11.60M
Mesirow institutional investment management	332.73K	1.14%	$14.85M
Leeward investments, llc - ma	209.03K	0.85%	$18.66M
Advantage alpha capital partners lp	53.01K	0.83%	$2.76M
Keeley-teton advisors	152.51K	0.79%	$6.81M

Top Buyers

Holder	Shares	% Assets	Change
Macquarie management	768.66K	0.09%	645.32K
Aperture investors	304.00K	2.49%	304.00K
Fmr	269.42K	0.00%	244.06K
Ameriprise financial	739.26K	0.01%	219.72K
Nuveen	507.05K	0.01%	177.53K

Top Sellers

Holder	Shares	% Assets	Change
Brown capital management	-	-	-1.18M
Vaughan nelson investment management	-	-	-693.07K
Wellington management group llp	1.31M	0.02%	-690.85K
Voya investment management	6.39K	0.00%	-510.53K
Sg capital management	-	-	-372.35K

New Positions

Holder	Shares	% Assets	Change	Value
Aperture investors	304.00K	2.49%	304.00K	$19.67M
Mackenzie financial	138.27K	0.01%	138.27K	$12.34M
Intrinsic edge capital management	130.00K	1.20%	130.00K	$11.60M
Public sector pension investment board	94.57K	0.02%	94.57K	$8.44M
Point72 asset management	70.47K	0.01%	70.47K	$4.56M

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	167	-22.33%	21,953,940	-32.94%	66	0.68%	87	-8.42%	50	-41.18%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Wasatch Core Growth	1.08M	3.25%	-40.94K
Vanguard Morn Total Stk Mkt Idx Investor	1.05M	3.18%	-6.40K
Vanguard Total Stock Mkt Idx Inv	1.05M	3.18%	-6.40K
Vanguard US Total Market Shares ETF	1.05M	3.16%	1.58K
iShares Russell 2000 ETF	844.06K	2.55%	-14.98K
Wasatch Small Cap Growth Investor	761.73K	2.29%	-31.32K
Vanguard Small Cap Index	757.53K	2.29%	-4.19K
Invesco Discovery A	700.17K	2.12%	219.01K
Invesco OFI Small Cap Growth	700.17K	2.12%	700.17K
Conestoga Small Cap Investors	681.56K	2.06%	-153.76K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 23, 2026	Arduini Matteo	President of Hydraulics, FCT	Sell	$544.96K
Jun 22, 2026	Arduini Matteo	President of Hydraulics, FCT	Sell	$359.72K
May 15, 2026	Arduini Matteo	President of Hydraulics, FCT	Sell	$229.44K
Dec 05, 2025	Arduini Matteo	President of Hydraulics, FCT	Sell	$109.22K
Nov 05, 2025	Sacchi Diana	-	Sell	$36.18K

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 66.13%, followed by 1.38% insiders and 32.49% retail investors. The average institutional ownership in Helios's industry, Industrial Machinery Stocks, is 45.31%, which Helios exceeds.

Who owns the most shares of Helios?

Helios’s largest shareholders are Vanguard group (3.16M shares, 9.52%), Blackrock funding, inc. /de (2.59M shares, 7.83%), and Blackrock (2.38M shares, 7.18%). Together, they hold 24.53% 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 27.26% of its assets in 1.15M Helios shares, valued at 102.34M$.

Who is the top mutual fund holder of Helios shares?

Wasatch Core Growth is the top mutual fund holder of Helios shares, with 3.25% of its total shares outstanding invested in 1.08M Helios shares.

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