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Helios Ownership | Who Owns Helios?

OverviewForecastRevenueFinancialsChartTranscripts

Helios Ownership Summary

Helios is owned by 96.12% institutional investors, 1.63% insiders, and 2.25% retail investors. Wasatch advisors lp is the largest institutional shareholder, holding 12.65% of HLIO shares. Wasatch Core Growth is the top mutual fund, with 3.44% of its assets in Helios shares.

HLIO Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockHelios96.12%1.63%2.25%
SectorIndustrials Stocks 60.90%10.27%28.83%
IndustryIndustrial Machinery Stocks75.33%6.55%18.12%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Wasatch Core Growth1.14M3.44%169.98K
Conestoga Small Cap Investors1.14M3.43%-281.74K
Vanguard Total Stock Mkt Idx Inv1.04M3.14%-8.96K
Thrivent Small Cap Stock A963.28K2.90%245.18K
iShares Russell 2000 ETF846.73K2.55%-1.90K
Brown Capital Mgmt Small Co Inv843.78K2.54%-238.57K
Vanguard Small Cap Index834.41K2.51%1.65K
Wasatch Small Cap Growth Investor761.73K2.29%-31.32K
Conestoga Small Cap Growth573.16K1.73%-5.78K
Vanguard Small Cap Value Index Inv563.06K1.69%-196.00

Recent Insider Transactions

DateNameRoleActivityValue
Nov 07, 2024Sacchi Diana-Sell$33.15K
May 21, 2024Arduini Matteo President of Hydraulics, EMEASell$376.04K
Jun 30, 2023LEMAITRE PHILIPPE-Sell$180.18K

Insider Transactions Trends

DateBuySell
2024 Q4-1
2024 Q3--
2024 Q2-1
2024 Q1--
2023 Q4--

HLIO Ownership FAQ

Who Owns Helios?

Helios shareholders are primarily institutional investors at 96.12%, followed by 1.63% insiders and 2.25% retail investors. The average institutional ownership in Helios's industry, Industrial Machinery Stocks, is 75.33%, which Helios exceeds.

Who owns the most shares of Helios?

Helios’s largest shareholders are Wasatch advisors lp (4.19M shares, 12.65%), Vanguard group (3.23M shares, 9.77%), and Wellington management group llp (2.89M shares, 8.74%). Together, they hold 31.16% 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 18.82% of its assets in 971.45K Helios shares, valued at 46.39M$.

Who is the top mutual fund holder of Helios shares?

Wasatch Core Growth is the top mutual fund holder of Helios shares, with 3.44% of its total shares outstanding invested in 1.14M Helios shares.

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