Helios Technologies, Inc. HLIO
66.95 USD -1.48 (-2.16%)
At closeNov 4, 2026, 5:32 PM EST
66.90 -0.05 -0.07%
After hours · Nov 4, 5:32 PM ET
65.05 Day range 69.43
49.86 52-week range 95.05
- YTD
- +25.16%
- 1 year
- +20.70%
Held by funds
121 US ETFs and mutual funds hold HLIO · largest positions
Ownership
Held by insiders 1.40%
Held by institutions 98.04%
Float held by institutions 99.43%
Institutions 376
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 7.87% | 2,592,872 | 173.64M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.98% | 1,641,106 | 109.90M | Jun 29, 2026 |
| Dimensional Fund Advisors LP | 4.70% | 1,549,341 | 103.76M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.44% | 1,462,106 | 97.92M | Jun 29, 2026 |
| Sara-Bay Financial | 3.47% | 1,144,984 | 76.68M | Sep 29, 2026 |
| Invesco Ltd. | 3.29% | 1,083,038 | 72.53M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.18% | 1,049,304 | 70.27M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.62% | 864,690 | 57.91M | Sep 29, 2026 |
| AIM Counselor Series TRT -Invesco Discovery Fd. | 2.36% | 778,313 | 52.12M | Aug 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.30% | 757,119 | 50.70M | Jun 29, 2026 |
| Conestoga Funds-Conestoga Small Cap Fund | 2.07% | 681,560 | 45.64M | Jun 29, 2026 |
| Thrivent Mutual Funds-Thrivent Small Cap Stock Fund | 1.94% | 639,229 | 42.81M | Jul 30, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| ARDUINI MATTEO | Officer | Conversion of Exercise of derivative security | Sep 10, 2026 | 12,064 |
| BAGAN SEAN P. | Chief Executive Officer | Conversion of Exercise of derivative security | Sep 30, 2026 | 20,953 |
| BRITT DOUGLAS M | Director | Conversion of Exercise of derivative security | Sep 17, 2026 | 30,491 |
| BROWN LAURA D. | Director | Conversion of Exercise of derivative security | Sep 17, 2026 | 20,442 |
| CHENANDA CARY | Director | Conversion of Exercise of derivative security | Sep 17, 2026 | 17,778 |
| GREENBERG MARC A | General Counsel | Conversion of Exercise of derivative security | Sep 10, 2026 | 10,751 |
