Helios Technologies
Builds hydraulic motion-control components and customized electronic controls for specialized equipment.
$72.57
After-hours close−0.52 (−0.71%)
At close$73.09(−1.80%)
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Breakdown13F · Form 4
Institutions 109.10%Insiders 0.66%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 33.05M · Float 32.90M · 99.6% free float
Institutions13F, as of Jun 30, 2026
289 holders · 36.05M shares · 62 new positions · 161 increased · 92 reduced · 27 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 2.59M | 7.85% | +149.9K | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 1.64M | 4.97% | +135.8K | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 1.55M | 4.69% | −69.4K | Aug 11, 2026 |
| Vanguard Capital Management LLC | 1.46M | 4.42% | −15.2K | Aug 13, 2026 |
| Sara-Bay Financial | 1.15M | 3.47% | −7.2K | Jul 17, 2026 |
| Conestoga Capital Advisors, LLC | 1.08M | 3.28% | −240.9K | Jul 24, 2026 |
| Invesco Ltd. | 1.08M | 3.28% | +863.9K | Aug 14, 2026 |
| Geode Capital Management, LLC | 979.4K | 2.96% | +142.6K | Aug 12, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Vanguard Capital Management | 5.20% | 1.72M | 13G | Apr 30, 2026 ↗ |
| Conestoga Capital Advisors | 5.02% | 1.66M | 13G | Jan 9, 2026 ↗ |
| Vanguard Portfolio Management | 5.01% | 1.66M | 13G | Jul 31, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Philippe Lemaitre | director | 66.2K | 0.20% | Mar 11, 2025 |
| Douglas Britt | director | 29.7K | 0.09% | Jun 9, 2026 |
| Sean Bagan | director, officer: President and CEO | 19.6K | 0.06% | Mar 9, 2026 |
| Laura D. Brown | director | 19.3K | 0.06% | Jun 9, 2026 |
| Alexander Schuetz | director | 18.0K | 0.05% | Jun 9, 2026 |
| Cary Chenanda | director | 17.0K | 0.05% | Jun 9, 2026 |
| Frederick Joseph Martich | officer: Pres. of Hydraulics, MCT | 13.7K | 0.04% | Jan 8, 2026 |
| Matteo Arduini | officer: President of Hydraulics, FCT | 11.3K | 0.03% | Jun 24, 2026 |
| Diana Sacchi | director | 10.4K | 0.03% | Jun 9, 2026 |
| Marc A. Greenberg | officer: General Counsel and Secretary | 10.1K | 0.03% | Jan 8, 2026 |
3 ten-percent owners hold 81.4K shares by Form 4, outside the officers-and-directors figure above · 26 people have not refiled in the last 18 months (760.7K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jun 23, 2026 | Matteo Arduiniofficer: President of Hydraulics, FCT | Sale | 6,027 | $90.42 | 11,317 |
| Jun 22, 2026 | Matteo Arduiniofficer: President of Hydraulics, FCT | Sale | 4,000 | $89.93 | 11,317 |
| May 15, 2026 | Matteo Arduiniofficer: President of Hydraulics, FCT | Sale | 3,000 | $76.48 | 15,317 |
| Dec 5, 2025 | Matteo Arduiniofficer: President of Hydraulics, FCT | Sale | 2,000 | $54.61 | 13,986 |
| Nov 5, 2025 | Diana Sacchidirector | Sale | 620 | $58.36 | 6,923 |
CongressHouse and Senate disclosures
Not reported.