Helios Technologies
HLIO
69.24
-2.14
-3.00%
Helios Technologies
US · HLIO
#2676 by market cap
Listed 1970
69.24
-2.14
-3.00%
Live - 5344 symbols - heartbeat 518s ago
· 2026-10-08 04:01
Pre-market
68.96
-0.40%
After-hours
69.24
0.00%
- Market cap
- 2.28B
- P/E (TTM)i
- 32.36
- P/Bi
- 2.41
- EPSi
- 1.45
- Div yieldi
- 0.43%
- 52W posi
- 46%
Reader sentiment
Are you bullish or bearish on HLIO?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Accumulating
- The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
- Total institutional ownership rose 1.2 percentage points.
Institutional ownership
- Held by institutions
- 100.31% +1.21pp
- Institutions
- 334 -1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions added shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund84.47%
Hedge Fund6.07%
Family Office/Trust3.54%
Private Company2.22%
Public Company1.90%
Insurance Company1.03%
Government Pension Fund1.00%
Individual/Insider0.48%
Top holders as of 2026-06-30
BlackRock
7.87% · 2.59M sh
Vanguard Capital Management, LLC
5.11% · 1.68M sh
Vanguard Portfolio Management, LLC
4.98% · 1.64M sh
Dimensional Fund Advisors
4.70% · 1.55M sh
Sara-Bay Financial Corp.
3.48% · 1.15M sh
Conestoga Capital Advisors, LLC
3.29% · 1.08M sh
Geode Capital Management, LLC
2.97% · 979.45K sh
Jennison Associates LLC
2.97% · 977.55K sh
Invesco Ltd.
2.95% · 972.57K sh
Thrivent Investment Management, Inc.
2.79% · 918.91K sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 39 buys · 11 sells
| Name | Role | Stake |
|---|---|---|
| Douglas M. Britt | Independent Director | 0.09% |
| Sean Bagan | Chief Financial Officer | 0.06% |
| Laura Brown | Independent Director | 0.06% |
| Alexander Schuetz | Independent Director | 0.06% |
| Cariappa Chenanda | Independent Director | 0.05% |
| Rick Martich | President of Hydraulics - Americas | 0.04% |
| Matteo Arduini | President of Quick Release Couplings | 0.04% |
| Diana Sacchi | Independent Director | 0.03% |
| Marc Greenberg | General Counsel | 0.03% |
| Jeremy Evans | Officer | 0.00% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-30 | Sean Bagan | Chief Financial Officer | Derivative Exercise and Sale | -304 | $68.89 |
| 2026-09-30 | Sean Bagan | Chief Financial Officer | Derivative Exercise and Retained | +467 | $68.89 |
| 2026-09-24 | Laura Brown | Independent Director | Other Derivative Acquisition | +951 | -- |
| 2026-09-24 | Douglas M. Britt | Independent Director | Other Derivative Acquisition | +638 | -- |
| 2026-09-24 | Ian Walsh | Director | Other Derivative Acquisition | +565 | -- |
| 2026-09-24 | Alexander Schuetz | Independent Director | Other Derivative Acquisition | +601 | -- |
| 2026-09-24 | Diana Sacchi | Independent Director | Other Derivative Acquisition | +638 | -- |
| 2026-09-24 | Cariappa Chenanda | Independent Director | Other Derivative Acquisition | +601 | -- |
| 2026-09-17 | Laura Brown | Independent Director | Derivative Exercise and Retained | +1,174 | $69.29 |
| 2026-09-17 | Douglas M. Britt | Independent Director | Derivative Exercise and Retained | +787 | $69.29 |
| 2026-09-17 | Ian Walsh | Director | Derivative Exercise and Retained | +697 | $69.29 |
| 2026-09-17 | Alexander Schuetz | Independent Director | Derivative Exercise and Sale | -223 | $69.29 |
| 2026-09-17 | Alexander Schuetz | Independent Director | Derivative Exercise and Retained | +519 | $69.29 |
| 2026-09-17 | Diana Sacchi | Independent Director | Derivative Exercise and Retained | +787 | $69.29 |
| 2026-09-17 | Cariappa Chenanda | Independent Director | Derivative Exercise and Retained | +742 | $69.29 |
| 2026-09-10 | Sean Bagan | Chief Financial Officer | Derivative Exercise and Sale | -294 | $70.66 |
| 2026-09-10 | Sean Bagan | Chief Financial Officer | Derivative Exercise and Retained | +453 | $70.66 |
| 2026-09-10 | Rick Martich | President of Hydraulics - Americas | Derivative Exercise and Sale | -294 | $70.66 |
| 2026-09-10 | Rick Martich | President of Hydraulics - Americas | Derivative Exercise and Retained | +453 | $70.66 |
| 2026-09-10 | Matteo Arduini | President of Quick Release Couplings | Derivative Exercise and Retained | +747 | $70.66 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 04:01:03 · For reference only, not investment advice and not tailored to your situation.