$HLIO

$67.53 +$0.37 (0.55%) Close

$HLIO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 33.0M shares outstanding

Who owns HLIO?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 98.9%

BlackRock, Inc. 27.1% · Ameriprise Financial Inc 4.3%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

347

+25 vs last qtr

Net shares bought

−1.0M

by institutions in Q2 2026

New / sold out

66 / 41

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Mackenzie Financial Corp NEW +1.3M
Invesco Ltd. +963.1K

Biggest sellers in Q2 2026

Ameriprise Financial Inc −4.6M
Vaughan Nelson Investment Management, L.P. SOLD OUT −693.1K

Who is planning to sell?

Notices of proposed sale, last 12 months

$581K

2 notices from 2 people

Shares covered

6.6K

0.02% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Matteo Arduini Officer $545K
Diana Sacchi Director $36.2K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2014–FY2025

+25.9%

+2.59% a year

Each share's claim on the business

−20.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $61.7M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years66% 3–5 years8% 1–3 years11% Under 1 year16%

Quarterly turnover

17.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting HLIO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	8.9M	27.12%	+403.2K (+4.7%)	≤2021	0.0%
Shares held by quarter Peak holding8.9M (Q2'26) Change over 8 quarters+1.0M Share of the company27.120% BlackRock, Inc.'s full portfolio →
AF Ameriprise Financial Inc	1.4M	4.32%	−4.6M (−76.3%)	≤2021	0.0%
Shares held by quarter Peak holding6.0M (Q1'26) Change over 8 quarters−2.7M Share of the company4.320% Ameriprise Financial Inc's full portfolio →

BlackRock, Inc.

8.9M

% of company

27.12%

Change vs last qtr

+403.2K (+4.7%)

Held since

≤2021

Ameriprise Financial Inc

1.4M

% of company

4.32%

Change vs last qtr

−4.6M (−76.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Helios Technologies Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HLIO on Form N-PORT; together they hold 91.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$108M	2.6M	7.85%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$88.6M	2.2M	6.68%	0.11%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$108M

% of company

7.85%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$88.6M

% of company

6.68%

% of the fund

0.11%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Helios Technologies Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LP Lemaitre Phillippe Insider	66.2K	0.20%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.200% Lemaitre Phillippe's insider activity →
BD Britt Douglas Insider	30.5K	0.09%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.090% Britt Douglas's insider activity →

Lemaitre Phillippe

Insider

66.2K

% of company

0.20%

Change vs last qtr

—

Held since

—

Britt Douglas

Insider

30.5K

% of company

0.09%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of Helios Technologies Inc.

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