HLIO Insider Trading

Insider Ownership Percentage: 0.60%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $0.00

Helios Technologies Insider Trading History Chart

This chart shows the insider buying and selling history at Helios Technologies by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Helios Technologies Share Price & Price History

Current Price: $54.15
Price Change: Price Decrease of -0.467 (-0.85%)
As of 12/4/2025 04:59 PM ET

This chart shows the closing price history over time for HLIO up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Helios Technologies Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/7/2024Diana SacchiDirectorSell615$53.91$33,154.653,636View SEC Filing Icon  
6/30/2023Philippe LemaitreDirectorSell2,750$65.52$180,180.0057,267View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Helios Technologies (NASDAQ:HLIO)

94.72% of Helios Technologies stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at HLIO by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Helios Technologies Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/21/2025CIBC Bancorp USA Inc.10,932$0.57M0.0%N/A0.033%Search for SEC Filing on Google Icon
11/17/2025Castleark Management LLC66,939$3.49M0.1%N/A0.202%Search for SEC Filing on Google Icon
11/17/2025CANADA LIFE ASSURANCE Co14,819$0.78M0.0%+4.6%0.045%Search for SEC Filing on Google Icon
11/17/2025Triumph Capital Management700$36K0.0%N/A0.002%Search for SEC Filing on Google Icon
11/17/2025Dark Forest Capital Management LP22,431$1.17M0.0%-79.4%0.068%Search for SEC Filing on Google Icon
11/17/2025PharVision Advisers LLC6,370$0.33M0.2%N/A0.019%Search for SEC Filing on Google Icon
11/17/2025Wasatch Advisors LP854,711$44.56M0.2%+5.4%2.580%Search for SEC Filing on Google Icon
11/17/2025Quarry LP1,164$61K0.0%+948.6%0.004%Search for SEC Filing on Google Icon
11/17/2025Millennium Management LLC8,687$0.45M0.0%-75.2%0.026%Search for SEC Filing on Google Icon
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.15,417$0.80M0.0%-15.2%0.047%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE789,917$41.18M0.0%-15.3%2.384%Search for SEC Filing on Google Icon
11/17/2025Aquatic Capital Management LLC22,856$1.19M0.0%-14.8%0.069%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.534,505$27.86M0.0%+45.6%1.613%Search for SEC Filing on Google Icon
11/14/2025Creative Planning32,855$1.71M0.0%+5.8%0.099%Search for SEC Filing on Google Icon
11/14/2025Zacks Investment Management34,088$1.78M0.0%N/A0.103%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.175,090$9.13M0.0%-3.4%0.529%Search for SEC Filing on Google Icon
11/14/2025Freestone Grove Partners LP5,253$0.27M0.0%-81.2%0.016%Search for SEC Filing on Google Icon
11/14/2025Zurcher Kantonalbank Zurich Cantonalbank 10,540$0.55M0.0%-3.4%0.032%Search for SEC Filing on Google Icon
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC61,724$3.22M0.0%-38.2%0.186%Search for SEC Filing on Google Icon
11/14/2025Wellington Management Group LLP929,681$48.46M0.0%-23.5%2.806%Search for SEC Filing on Google Icon
11/14/2025Comerica Bank135,577$7.07M0.0%-11.9%0.409%Search for SEC Filing on Google Icon
11/14/2025Glenmede Investment Management LP8,491$0.44M0.0%-14.5%0.026%Search for SEC Filing on Google Icon
11/13/2025Boston Partners7,071$0.37M0.0%N/A0.021%Search for SEC Filing on Google Icon
11/13/2025Kennedy Capital Management LLC757,786$39.50M0.9%N/A2.287%Search for SEC Filing on Google Icon
11/13/2025Invesco Ltd.64,718$3.37M0.0%+17.0%0.195%Search for SEC Filing on Google Icon
11/13/2025Arrowstreet Capital Limited Partnership594,361$30.98M0.0%+106.6%1.794%Search for SEC Filing on Google Icon
11/13/2025Sei Investments Co.76,152$3.97M0.0%+27.6%0.230%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG92,432$4.82M0.0%+88.5%0.279%Search for SEC Filing on Google Icon
11/13/2025BNP Paribas Financial Markets6,668$0.35M0.0%-78.4%0.020%Search for SEC Filing on Google Icon
11/13/2025Barrow Hanley Mewhinney & Strauss LLC1,167,469$60.86M0.2%-7.6%3.524%Search for SEC Filing on Google Icon
11/13/2025Franklin Resources Inc.11,839$0.62M0.0%N/A0.036%Search for SEC Filing on Google Icon
11/13/2025Ceredex Value Advisors LLC192,800$10.05M0.2%-53.9%0.582%Search for SEC Filing on Google Icon
11/13/2025Legal & General Group Plc37,463$1.95M0.0%-0.7%0.113%Search for SEC Filing on Google Icon
11/13/2025Swiss National Bank64,600$3.37M0.0%+1.6%0.195%Search for SEC Filing on Google Icon
11/13/2025Russell Investments Group Ltd.312,820$16.31M0.0%+19.8%0.944%Search for SEC Filing on Google Icon
11/13/2025Schroder Investment Management Group309,697$16.31M0.0%+31.5%0.935%Search for SEC Filing on Google Icon
11/13/2025Inceptionr LLC4,172$0.22M0.1%N/A0.013%Search for SEC Filing on Google Icon
11/13/2025Pinnacle Associates Ltd.26,395$1.38M0.0%-17.3%0.080%Search for SEC Filing on Google Icon
11/13/2025B. Metzler seel. Sohn & Co. AG17,759$0.93M0.0%-3.3%0.054%Search for SEC Filing on Google Icon
11/13/2025Dynamic Technology Lab Private Ltd5,410$0.28M0.0%-75.7%0.016%Search for SEC Filing on Google Icon
11/13/2025Natixis Advisors LLC61,364$3.20M0.0%+29.5%0.185%Search for SEC Filing on Google Icon
11/13/2025First Trust Advisors LP61,473$3.21M0.0%-2.1%0.186%Search for SEC Filing on Google Icon
11/12/2025Gamco Investors INC. ET AL64,143$3.34M0.0%+9.2%0.194%Search for SEC Filing on Google Icon
11/12/2025Barclays PLC49,213$2.57M0.0%-25.1%0.149%Search for SEC Filing on Google Icon
11/12/2025Dimensional Fund Advisors LP1,626,796$84.81M0.0%+3.5%4.911%Search for SEC Filing on Google Icon
11/12/2025Victory Capital Management Inc.280,040$14.60M0.0%N/A0.845%Search for SEC Filing on Google Icon
11/12/2025Royce & Associates LP370,079$19.29M0.2%-4.0%1.117%Search for SEC Filing on Google Icon
11/12/2025William Blair Investment Management LLC735,721$38.35M0.1%+16.7%2.221%Search for SEC Filing on Google Icon
11/12/2025Quantbot Technologies LP1,788$93K0.0%-94.4%0.005%Search for SEC Filing on Google Icon
11/12/2025Intech Investment Management LLC12,744$0.66M0.0%-5.0%0.038%Search for SEC Filing on Google Icon
11/12/2025US Bancorp DE12,902$0.67M0.0%-4.3%0.039%Search for SEC Filing on Google Icon
11/10/2025Counterpoint Mutual Funds LLC6,442$0.34M0.0%N/A0.019%Search for SEC Filing on Google Icon
11/10/2025Avalon Trust Co8,146$0.43M0.0%+1,936.5%0.025%Search for SEC Filing on Google Icon
11/10/2025Granite Investment Partners LLC109,906$5.73M0.3%-14.1%0.332%Search for SEC Filing on Google Icon
11/10/2025Ameritas Investment Partners Inc.2,772$0.15M0.0%-14.9%0.008%Search for SEC Filing on Google Icon
11/10/2025Semanteon Capital Management LP10,930$0.57M0.7%N/A0.033%Search for SEC Filing on Google Icon
11/7/2025King Luther Capital Management Corp52,190$2.72M0.0%-26.2%0.157%Search for SEC Filing on Google Icon
11/7/2025Vanguard Group Inc.3,192,859$166.44M0.0%-2.4%9.630%Search for SEC Filing on Google Icon
11/7/2025JPMorgan Chase & Co.25,639$1.34M0.0%-71.6%0.077%Search for SEC Filing on Google Icon
11/6/2025Rhumbline Advisers52,390$2.73M0.0%-1.8%0.158%Search for SEC Filing on Google Icon
11/6/2025ProShare Advisors LLC5,674$0.30M0.0%-16.6%0.017%Search for SEC Filing on Google Icon
11/5/2025Diamond Hill Capital Management Inc.291,228$15.18M0.1%-8.0%0.878%Search for SEC Filing on Google Icon
11/5/2025Bessemer Group Inc.273,828$14.28M0.0%N/A0.826%Search for SEC Filing on Google Icon
11/5/2025Envestnet Asset Management Inc.107,861$5.62M0.0%+9.5%0.325%Search for SEC Filing on Google Icon
11/4/2025Jackson Creek Investment Advisors LLC25,590$1.33M0.4%N/A0.077%Search for SEC Filing on Google Icon
11/4/2025Thrivent Financial for Lutherans1,530,525$79.79M0.2%+7.9%4.616%Search for SEC Filing on Google Icon
11/3/2025AlphaQuest LLC2,511$0.13M0.0%-52.1%0.008%Search for SEC Filing on Google Icon
11/3/2025New York State Common Retirement Fund83,979$4.38M0.0%-18.3%0.253%Search for SEC Filing on Google Icon
10/31/2025Y Intercept Hong Kong Ltd6,374$0.33M0.0%-74.9%0.019%Search for SEC Filing on Google Icon
10/31/2025GHP Investment Advisors Inc.41,370$2.16M0.1%+5.5%0.125%Search for SEC Filing on Google Icon
10/24/2025Conestoga Capital Advisors LLC1,660,024$86.54M1.4%-15.1%5.007%Search for SEC Filing on Google Icon
10/24/2025State of Alaska Department of Revenue1,848$96K0.0%N/A0.006%Search for SEC Filing on Google Icon
10/23/2025SG Americas Securities LLC12,348$0.64M0.0%N/A0.037%Search for SEC Filing on Google Icon
10/23/2025KLP Kapitalforvaltning AS7,400$0.39M0.0%+17.5%0.022%Search for SEC Filing on Google Icon
10/22/2025Vaughan Nelson Investment Management L.P.775,417$40.42M0.4%+28.1%2.339%Search for SEC Filing on Google Icon
10/20/2025Pinnacle Wealth Management Advisory Group LLC4,325$0.23M0.0%N/A0.013%Search for SEC Filing on Google Icon
10/20/2025VIRGINIA RETIREMENT SYSTEMS ET Al4,700$0.25M0.0%N/A0.014%Search for SEC Filing on Google Icon
10/17/2025Deprince Race & Zollo Inc.846,258$44.12M0.9%-16.2%2.553%Search for SEC Filing on Google Icon
10/16/2025Rice Hall James & Associates LLC48,360$2.52M0.1%-28.7%0.146%Search for SEC Filing on Google Icon
10/15/2025CWM LLC1,886$98K0.0%+14.2%0.006%Search for SEC Filing on Google Icon
10/15/2025Inspire Investing LLC8,736$0.46M0.0%-25.2%0.026%Search for SEC Filing on Google Icon
10/14/2025Legacy Wealth Asset Management LLC3,940$0.21M0.0%N/A0.012%Search for SEC Filing on Google Icon
10/10/2025Sara Bay Financial1,206,514$62.90M17.6%-0.6%3.639%Search for SEC Filing on Google Icon
10/10/2025Congress Asset Management Co.58,750$3.06M0.0%N/A0.177%Search for SEC Filing on Google Icon
10/9/2025Voya Investment Management LLC6,067$0.32M0.0%-35.1%0.018%Search for SEC Filing on Google Icon
8/27/2025Squarepoint Ops LLC126,157$4.21M0.0%+146.8%0.381%Search for SEC Filing on Google Icon
8/26/2025Thrivent Financial for Lutherans1,418,312$47.33M0.1%-19.4%4.278%Search for SEC Filing on Google Icon
8/19/2025State of Wyoming1,502$50K0.0%-59.9%0.005%Search for SEC Filing on Google Icon
8/15/2025Tower Research Capital LLC TRC 4,239$0.14M0.0%+39.3%0.013%Search for SEC Filing on Google Icon
8/15/2025Captrust Financial Advisors13,395$0.45M0.0%N/A0.040%Search for SEC Filing on Google Icon
8/15/2025Wasatch Advisors LP811,144$27.07M0.1%-76.2%2.447%Search for SEC Filing on Google Icon
8/15/2025Engineers Gate Manager LP49,906$1.67M0.0%+321.1%0.151%Search for SEC Filing on Google Icon
8/15/2025Cubist Systematic Strategies LLC168,651$5.63M0.0%N/A0.509%Search for SEC Filing on Google Icon
8/15/2025BNP Paribas Financial Markets30,832$1.03M0.0%+1,451.7%0.093%Search for SEC Filing on Google Icon
8/15/2025Brevan Howard Capital Management LP6,694$0.22M0.0%N/A0.020%Search for SEC Filing on Google Icon
8/15/2025Balyasny Asset Management L.P.44,276$1.48M0.0%-13.0%0.134%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE932,366$31.11M0.0%+7.9%2.812%Search for SEC Filing on Google Icon
8/15/2025Ameriprise Financial Inc.367,141$12.25M0.0%+7.3%1.107%Search for SEC Filing on Google Icon
8/14/2025Jane Street Group LLC116,082$3.87M0.0%+105.1%0.350%Search for SEC Filing on Google Icon
8/14/2025California State Teachers Retirement System30,705$1.03M0.0%-1.2%0.093%Search for SEC Filing on Google Icon
Data available starting January 2016

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Helios Technologies logo
Helios Technologies, Inc., together with its subsidiaries, provides engineered motion control and electronic control technology solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology products to control rates and direction of fluid flow, and to regulate and control pressures for industrial and mobile applications; hydraulic quick release coupling solutions for the agriculture, construction equipment, and industrial markets; motion control technology and fluid conveyance technology; cartridge valve technology; engineered solutions for machine users, manufacturers, or designers. This segment sells its products under the Sun Hydraulics, Faster, Custom Fluidpower, Seungwon, NEM, Taimi, Daman, and Schultes brands. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational marine, powersports and specialty vehicles, agriculture and water pumping, power generation, engine-driven industrial equipment, and health and wellness markets. This segment sells its products under the Enovation Controls, Zero Off, Murphy, HCT, Balboa Water Group, and Joyonway brands. It sells its hydraulic products primarily through value-add distributors, as well as directly to original equipment manufacturers (OEMs); and electronic products to OEMs, distributors, and system integrators. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was incorporated in 1970 and is headquartered in Sarasota, Florida.
Read More on Helios Technologies

Today's Range

Now: $54.15
Low: $53.10
High: $54.84

50 Day Range

MA: $53.35
Low: $47.07
High: $57.47

52 Week Range

Now: $54.15
Low: $24.76
High: $58.80

Volume

243,583 shs

Average Volume

316,564 shs

Market Capitalization

$1.79 billion

P/E Ratio

47.92

Dividend Yield

0.68%

Beta

1.3

Who are the company insiders with the largest holdings of Helios Technologies?

Helios Technologies' top insider shareholders include:
  1. Diana Sacchi (Director)
Learn More about top insider investors at Helios Technologies.

Who are the major institutional investors of Helios Technologies?

Helios Technologies' top institutional investors include:
  1. Vanguard Group Inc. — 9.63%
  2. Conestoga Capital Advisors LLC — 5.01%
  3. Dimensional Fund Advisors LP — 4.91%
  4. Thrivent Financial for Lutherans — 4.62%
  5. Sara Bay Financial — 3.64%
  6. Barrow Hanley Mewhinney & Strauss LLC — 3.52%
Learn More about top institutional investors of Helios Technologies stock.

Which major investors are selling Helios Technologies stock?

Within the previous quarter, HLIO stock was sold by these institutional investors:
  1. Conestoga Capital Advisors LLC
  2. Wellington Management Group LLP
  3. Ceredex Value Advisors LLC
  4. Deprince Race & Zollo Inc.
  5. Bank of America Corp DE
  6. Barrow Hanley Mewhinney & Strauss LLC
  7. Dark Forest Capital Management LP
  8. Vanguard Group Inc.

Which major investors are buying Helios Technologies stock?

During the previous quarter, HLIO stock was purchased by institutional investors including:
  1. Kennedy Capital Management LLC
  2. Arrowstreet Capital Limited Partnership
  3. Victory Capital Management Inc.
  4. Bessemer Group Inc.
  5. Vaughan Nelson Investment Management L.P.
  6. Ameriprise Financial Inc.
  7. Thrivent Financial for Lutherans
  8. William Blair Investment Management LLC