HLIO: Helios Technologies Inc insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-07-31 | New 13G stake | Vanguard Portfolio Management | 5.01% | SEC |
Institutional ownership (Q2 2026)
285 institutions reported holding $2.70B of Helios Technologies Inc on Form 13F (252 the quarter before). 57 opened a new position and 23 sold out. Shares held by institutions: same.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 2,592,872 | $231.41M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,641,106 | $146.47M |
| DIMENSIONAL FUND ADVISORS LP | 1,549,341 | $138.28M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,462,106 | $130.49M |
| Sara-Bay Financial | 1,146,658 | $102.34M |
| Conestoga Capital Advisors, LLC | 1,084,345 | $96.78M |
| Invesco Ltd. | 1,083,038 | $96.66M |
| GEODE CAPITAL MANAGEMENT, LLC | 979,448 | $87.43M |
| JENNISON ASSOCIATES LLC | 977,554 | $87.25M |
| WELLINGTON MANAGEMENT GROUP LLP | 887,417 | $79.20M |
Get new insider and activist filings the morning after: daily alerts. Not investment advice.