Helios Technologies, Inc. (HLIO) Ownership
HLIO ownership summary
as of October 18, 2026- Institutions
- 99.2% of shares outstanding
- Insiders
- 1.40% of shares outstanding
- Shares outstanding
- 33.0M
- Float
- 32.8M shares available to trade
- Short interest
- 2.75% 562K shares short
- Days to cover
- 2.34 short interest up 19.9% vs prior month
- Institutions 99.16%
- Insiders 1.40%
HLIO top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 7.87% | 2.6M | $175.4M | +149,916 (+6.1%) | June 30, 2026 |
| 2 | Vanguard Portfolio Management, LLC | 4.98% | 1.6M | $111.0M | +135,810 (+9.0%) | June 30, 2026 |
| 3 | Dimensional Fund Advisors, Inc. | 4.70% | 1.5M | $104.8M | −69,371 (−4.3%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 4.44% | 1.5M | $98.9M | −15,243 (−1.0%) | June 30, 2026 |
| 5 | Sara-Bay Financial Corp | 3.48% | 1.1M | $77.6M | −7,238 (−0.6%) | June 30, 2026 |
| 6 | Conestoga Capital Advisors, LLC | 3.29% | 1.1M | $73.3M | −240,861 (−18.2%) | June 30, 2026 |
| 7 | Amvescap Plc. | 3.29% | 1.1M | $73.3M | +863,860 (+394.1%) | June 30, 2026 |
| 8 | Geode Capital Management, LLC | 2.97% | 979K | $66.2M | +142,617 (+17.0%) | June 30, 2026 |
| 9 | Jennison Associates LLC | 2.97% | 978K | $66.1M | −58,423 (−5.6%) | June 30, 2026 |
| 10 | Thrivent Financial For Lutherans | 2.79% | 919K | $62.2M | −6,637 (−0.7%) | June 30, 2026 |
| 11 | Wellington Management Company LLP | 2.69% | 887K | $60.0M | −419,256 (−32.1%) | June 30, 2026 |
| 12 | State Street Corp | 2.56% | 842K | $56.9M | +53,944 (+6.8%) | June 30, 2026 |
| 13 | William Blair Investment Management, LLC | 2.53% | 834K | $56.4M | −96,787 (−10.4%) | June 30, 2026 |
| 14 | T. Rowe Price Investment Management,Inc. | 2.36% | 779K | $52.7M | −3,245 (−0.4%) | June 30, 2026 |
| 15 | Neuberger Berman Group LLC | 2.31% | 762K | $51.5M | +50,085 (+7.0%) | June 30, 2026 |
| 16 | Ameriprise Financial Inc | 2.26% | 743K | $50.3M | +4,165 (+0.6%) | June 30, 2026 |
| 17 | Delaware Management Holdings Inc | 2.18% | 719K | $48.6M | −49,972 (−6.5%) | June 30, 2026 |
| 18 | ACK Asset Management LLC | 2.07% | 681K | $46.1M | −99,378 (−12.7%) | June 30, 2026 |
| 19 | Wasatch Advisors LP | 2.00% | 660K | $44.6M | −138,923 (−17.4%) | June 30, 2026 |
| 20 | Nuveen, LLC | 1.54% | 507K | $34.3M | +177,535 (+53.9%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 8 holders added 1.6M shares and 12 cut 1.2M.
HLIO top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 3.20% | 1.1M | $71.2M | −1,717 (−0.2%) | August 31, 2026 |
| 2 | iShares Russell 2000 ETF | 2.62% | 865K | $58.5M | −9,984 (−1.1%) | September 30, 2026 |
| 3 | Invesco Discovery A | 2.36% | 778K | $52.6M | +64,255 (+9.0%) | August 31, 2026 |
| 4 | Vanguard Small Cap Index | 2.31% | 760K | $51.4M | +36 (+0.0%) | August 31, 2026 |
| 5 | Thrivent Small Cap Stock A | 1.93% | 636K | $43.0M | −2,967 (−0.5%) | August 31, 2026 |
| 6 | Conestoga Small Cap Investors | 1.83% | 602K | $40.7M | −79,690 (−11.7%) | July 31, 2026 |
| 7 | Vanguard MStar Small Cap Value Index | 1.47% | 483K | $32.7M | +367 (+0.1%) | August 31, 2026 |
| 8 | Nomura Small Cap Value A | 1.23% | 405K | $27.4M | — | August 31, 2026 |
| 9 | T. Rowe Price Small-Cap Value | 1.21% | 400K | $27.1M | −3,666 (−0.9%) | August 31, 2026 |
| 10 | Fidelity Small Cap Index | 1.11% | 365K | $24.7M | +3,425 (+0.9%) | July 31, 2026 |
| 11 | PGIM Jennison Small Company A | 1.07% | 351K | $23.8M | −52,641 (−13.0%) | August 31, 2026 |
| 12 | Columbia Small Cap Growth Inst | 1.00% | 330K | $22.3M | — | August 31, 2026 |
| 13 | Janus Henderson Small Cap Value L | 0.92% | 305K | $20.6M | −16,770 (−5.2%) | August 31, 2026 |
| 14 | iShares Russell 2000 Value ETF | 0.85% | 280K | $18.9M | +424 (+0.2%) | September 30, 2026 |
| 15 | Wasatch Small Cap Value | 0.75% | 246K | $16.6M | −64,372 (−20.7%) | June 30, 2026 |
| 16 | DFA US Targeted Value I | 0.70% | 231K | $15.6M | — | August 31, 2026 |
| 17 | Nomura VIP Small Cap Value Series Std | 0.65% | 214K | $14.5M | — | August 31, 2026 |
| 18 | Thrivent Small Cap Stock | 0.65% | 213K | $14.4M | +1,906 (+0.9%) | August 31, 2026 |
| 19 | CT (Lux) Glb Smlr Coms IE | 0.59% | 195K | $13.2M | +49,089 (+33.7%) | June 30, 2026 |
| 20 | Vanguard Russell 2000 ETF | 0.58% | 192K | $13.0M | +4,570 (+2.4%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
HLIO insider transactions
latest 3| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2024-11-07 | Diana Sacchi | Sell | $53.91 | 615 | $33,155 |
| 2023-07-18 | Josh Gottheimer | Sell | — | — | — |
| 2023-06-30 | Philippe Lemaitre | Sell | $65.52 | 2,750 | $180,180 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
HLIO shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns HLIO
Institutional investors own 99.2% of Helios Technologies's shares and insiders 1.40%. The largest holder is BlackRock Inc with 7.87% of the shares (2.6M), as of June 30, 2026. Among the top 20 institutions, 8 added shares and 12 reduced their stake in the latest filings. Short interest is 2.75% of the float, or 2.34 days of average trading volume. The share count rose 25.1% since 2014.
Related: HLIO analyst forecast, HLIO key metrics, HLIO dividend history. See the HLIO stock overview for the latest quote and news.
HLIO ownership FAQ
Who owns the most Helios Technologies stock?
The largest shareholders of Helios Technologies are BlackRock Inc (7.87%), Vanguard Portfolio Management, LLC (4.98%), Dimensional Fund Advisors, Inc. (4.70%), Vanguard Capital Management, LLC (4.44%), Sara-Bay Financial Corp (3.48%).
What percentage of Helios Technologies is owned by institutions?
Institutions hold 99.2% of Helios Technologies's shares outstanding; insiders hold 1.40%.
Which funds own Helios Technologies?
The largest fund holders of Helios Technologies are Vanguard MStar Total Stk Mkt Idx Invest (3.20%), iShares Russell 2000 ETF (2.62%), Invesco Discovery A (2.36%), Vanguard Small Cap Index (2.31%), Thrivent Small Cap Stock A (1.93%).
What is Helios Technologies's short interest?
562K shares of Helios Technologies were sold short, 2.75% of the float; at the average daily volume it would take 2.34 days to cover.
Are insiders buying or selling Helios Technologies?
Of the latest 3 reported insider transactions in Helios Technologies (since June 30, 2023), 0 were purchases and 3 were sales.
How many shares of Helios Technologies are outstanding?
Helios Technologies has 33.0M shares outstanding, of which 32.8M are in the public float.