Helios Ownership | Who Owns Helios?

Overview Forecast RevenueFinancials Chart Transcripts

Helios Ownership Summary

Helios is owned by 56.80% institutional investors, 2.18% insiders, and 41.03% retail investors. Wasatch advisors lp is the largest institutional shareholder, holding 10.68% of HLIO shares. Conestoga Small Cap Investors is the top mutual fund, with 4.26% of its assets in Helios shares.

HLIO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Helios	56.80%	2.18%	41.03%
Sector	Industrials Stocks	50.72%	11.74%	37.54%
Industry	Industrial Machinery Stocks	57.70%	9.34%	32.96%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Wasatch advisors lp	3.55M	10.68%	$158.28M
Vanguard group	3.33M	10.02%	$148.57M
Blackrock funding, inc. /de	2.44M	7.36%	$109.08M
Blackrock	2.38M	7.18%	$113.45M
Conestoga capital advisors	1.99M	5.98%	$88.68M
Thrivent financial for lutherans	1.84M	5.55%	$82.22M
Brown capital management	1.53M	4.61%	$68.33M
Wellington management group llp	1.46M	4.41%	$65.32M
Dimensional fund advisors lp	1.44M	4.33%	$64.23M
Sara-bay financial	1.22M	3.67%	$54.08M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Sara-bay financial	1.22M	20.05%	$54.08M
Iat reinsurance	300.00K	2.83%	$13.39M
Brown capital management	1.53M	1.58%	$68.33M
Conestoga capital advisors	1.99M	1.18%	$88.68M
Mesirow institutional investment management	332.73K	1.14%	$14.85M
Sapience investments	39.45K	1.03%	$1.76M
Keeley-teton advisors	152.51K	0.79%	$6.81M
Wasatch advisors lp	3.55M	0.78%	$158.28M
Advantage alpha capital partners lp	42.35K	0.45%	$1.89M
Vaughan nelson investment management	720.92K	0.30%	$32.18M

Top Buyers

Holder	Shares	% Assets	Change
Vaughan nelson investment management	720.92K	0.30%	708.72K
Conestoga capital advisors	1.99M	1.18%	266.13K
Sara-bay financial	1.22M	20.05%	247.09K
Rockefeller capital management	249.74K	0.03%	195.78K
Raymond james financial	172.39K	0.00%	172.39K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	1.46M	0.01%	-559.46K
Brown capital management	1.53M	1.58%	-282.66K
Millennium management	-	-	-168.75K
Frontier capital management	180.89K	0.08%	-115.40K
Ophir asset management pty	-	-	-109.77K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	172.39K	0.00%	172.39K	$7.70M
Norges bank	86.30K	0.00%	86.30K	$3.85M
Natixis advisors	55.15K	0.00%	55.15K	$2.46M
Dynamic technology lab private	20.28K	0.15%	20.28K	$905.00K
Natixis investment managers	17.07K	0.06%	17.07K	$762.00K

Sold Out

Holder	Change
Td capital management	-1.00
Concourse financial group securities	-1.00
Claris advisors, llc / mo /	-1.00
Nelson, van denburg & campbell wealth management group	-6.00
Massmutual trust co fsb/adv	-7.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	99	-43.43%	18,855,925	-40.20%	56	0.63%	54	-41.30%	21	-54.35%
Sep 30, 2024	175	2.34%	31,520,875	-0.95%	94	1.03%	93	14.81%	45	-15.09%
Jun 30, 2024	168	-8.20%	31,814,352	2.87%	96	1.10%	78	-12.36%	53	-13.11%
Mar 31, 2024	183	7.65%	30,926,352	-0.84%	93	1.05%	89	-5.32%	61	29.79%
Dec 31, 2023	170	11.11%	31,187,562	0.86%	94	1.06%	94	28.77%	47	-4.08%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Conestoga Small Cap Investors	1.42M	4.26%	-6.37K
Wasatch Core Growth	1.12M	3.38%	-17.29K
Vanguard US Total Market Shares ETF	1.05M	3.16%	1.58K
Vanguard Total Stock Mkt Idx Inv	1.04M	3.14%	1.20K
Thrivent Small Cap Stock A	984.21K	2.96%	-
iShares Russell 2000 ETF	869.67K	2.61%	-7.54K
Vanguard Small Cap Index	848.74K	2.55%	693.00
Wasatch Small Cap Growth Investor	761.73K	2.29%	-31.32K
Conestoga Small Cap Growth	604.82K	1.82%	30.41K
Bridge Builder Small/Mid Cap Value	601.64K	1.81%	-12.27K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 25, 2024	Arduini Matteo	President of Hydraulics, EMEA	Sell	$215.92K
Nov 07, 2024	Sacchi Diana	-	Sell	$33.15K
May 21, 2024	Arduini Matteo	President of Hydraulics, EMEA	Sell	$376.04K
Jun 30, 2023	LEMAITRE PHILIPPE	-	Sell	$180.18K

Insider Transactions Trends

Date	Buy	Sell
2028 Q1	-	-
2025 Q1	-	-
2024 Q4	-	2
2024 Q3	-	-
2024 Q2	-	1

HLIO Ownership FAQ

Who Owns Helios?

Helios shareholders are primarily institutional investors at 56.80%, followed by 2.18% insiders and 41.02% retail investors. The average institutional ownership in Helios's industry, Industrial Machinery Stocks, is 57.70%, which Helios falls below.

Who owns the most shares of Helios?

Helios’s largest shareholders are Wasatch advisors lp (3.55M shares, 10.68%), Vanguard group (3.33M shares, 10.02%), and Blackrock funding, inc. /de (2.44M shares, 7.36%). Together, they hold 28.06% 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 20.05% of its assets in 1.22M Helios shares, valued at 54.08M$.

Who is the top mutual fund holder of Helios shares?

Conestoga Small Cap Investors is the top mutual fund holder of Helios shares, with 4.26% of its total shares outstanding invested in 1.42M Helios shares.

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