Helios Technologies, Inc. HLIO
We take great care to ensure that the data presented and summarized in this overview for HELIOS TECHNOLOGIES, INC. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding HLIO
View all- 
    
      Vanguard Group Inc Valley Forge, PA3.27MShares$177 Million0.0% of portfolio
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      Black Rock Inc. New York, NY2.38MShares$129 Million0.0% of portfolio
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      Conestoga Capital Advisors, LLC1.66MShares$89.9 Million1.39% of portfolio
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      Dimensional Fund Advisors LP Austin, TX1.57MShares$85.1 Million0.01% of portfolio
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      Thrivent Financial For Lutherans Minneapolis, MN1.42MShares$76.8 Million0.1% of portfolio
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      Barrow Hanley Mewhinney & Strauss LLC Dallas, TX1.26MShares$68.4 Million0.15% of portfolio
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      Wellington Management Group LLP Boston, MA1.22MShares$65.8 Million0.01% of portfolio
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      Sara Bay Financial1.21MShares$65.3 Million19.44% of portfolio
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      Bank Of America Corp Charlotte, NC932KShares$50.5 Million0.0% of portfolio
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      Deprince Race & Zollo Inc Winter Park, FL846KShares$45.8 Million0.9% of portfolio
Latest Institutional Activity in HLIO
Top Purchases
Top Sells
About HLIO
Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets 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; quick release coupling solutions for the agriculture, construction equipment, and industrial markets; and hydraulic system design that provides engineered solutions for machine users, manufacturers, or designers. This segment sells its products under the Sun Hydraulics, Faster, and Custom Fluidpower brands. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational and commercial marine, power sports and specialty vehicles, agriculture and water pumping, power generation, health and wellness, and engine-driven industrial equipment markets. This segment sells its products under the Enovation Controls, Murphy, and Balboa Water Group brands. It sells its hydraulic products primarily through value-add distributors, as well as directly to original equipment manufacturers; and electronic products to original equipment manufacturer customers. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was founded in 1970 and is headquartered in Sarasota, Florida.
Insider Transactions at HLIO
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price | 
|---|---|---|---|---|---|
| 
            Oct 04                          
            2025                          
           | Alexander Schuetz | 
              SELL
             
                Payment of exercise price or tax liability
             | Direct | 
              259
              -1.62%
           | 
              $13,468              
              $52.77 P/Share              
           | 
| 
            Oct 04                          
            2025                          
           | Alexander Schuetz | 
              BUY
             
                Exercise of conversion of derivative security
             | Direct | 
              862
              +5.12%
           | 
              $44,824              
              $52.77 P/Share              
           | 
| 
            Oct 04                          
            2025                          
           | Douglas Britt | 
              BUY
             
                Exercise of conversion of derivative security
             | Direct | 
              914
              +3.36%
           | 
              $47,528              
              $52.77 P/Share              
           | 
| 
            Oct 04                          
            2025                          
           | Cary Chenanda | 
              BUY
             
                Exercise of conversion of derivative security
             | Direct | 
              810
              +5.51%
           | 
              $42,120              
              $52.77 P/Share              
           | 
| 
            Oct 04                          
            2025                          
           | Laura D Brown | 
              BUY
             
                Exercise of conversion of derivative security
             | Direct | 
              862
              +5.38%
           | 
              $44,824              
              $52.77 P/Share              
           | 
| 
            Oct 04                          
            2025                          
           | Diana Sacchi | 
              BUY
             
                Exercise of conversion of derivative security
             | Direct | 
              914
              +10.81%
           | 
              $47,528              
              $52.77 P/Share              
           | 
| 
            Oct 01                          
            2025                          
           | Sean Bagan President, CEO , and CFO | 
              SELL
             
                Payment of exercise price or tax liability
             | Direct | 
              188
              -1.88%
           | 
              $9,776              
              $52.39 P/Share              
           | 
| 
            Oct 01                          
            2025                          
           | Sean Bagan President, CEO , and CFO | 
              BUY
             
                Exercise of conversion of derivative security
             | Direct | 
              771
              +7.15%
           | 
              $40,092              
              $52.39 P/Share              
           | 
| 
            Sep 11                          
            2025                          
           | Jeremy Scott Evans Chief Accounting Officer | 
              SELL
             
                Payment of exercise price or tax liability
             | Direct | 
              92
              -16.17%
           | 
              $5,060              
              $55.89 P/Share              
           | 
| 
            Sep 11                          
            2025                          
           | Jeremy Scott Evans Chief Accounting Officer | 
              BUY
             
                Exercise of conversion of derivative security
             | Direct | 
              374
              +39.66%
           | 
              $20,570              
              $55.89 P/Share              
           | 
| 
            Sep 11                          
            2025                          
           | Matteo Arduini President of Hydraulics, FCT | 
              BUY
             
                Exercise of conversion of derivative security
             | Direct | 
              748
              +4.47%
           | 
              $41,140              
              $55.89 P/Share              
           | 
| 
            Sep 11                          
            2025                          
           | Sean Bagan President, CEO , and CFO | 
              SELL
             
                Payment of exercise price or tax liability
             | Direct | 
              183
              -1.94%
           | 
              $10,065              
              $55.89 P/Share              
           | 
| 
            Sep 11                          
            2025                          
           | Sean Bagan President, CEO , and CFO | 
              BUY
             
                Exercise of conversion of derivative security
             | Direct | 
              748
              +7.35%
           | 
              $41,140              
              $55.89 P/Share              
           | 
| 
            Sep 11                          
            2025                          
           | Marc A Greenberg General Counsel and Secretary | 
              SELL
             
                Payment of exercise price or tax liability
             | Direct | 
              295
              -3.78%
           | 
              $16,225              
              $55.89 P/Share              
           | 
| 
            Sep 11                          
            2025                          
           | Marc A Greenberg General Counsel and Secretary | 
              BUY
             
                Exercise of conversion of derivative security
             | Direct | 
              748
              +8.75%
           | 
              $41,140              
              $55.89 P/Share              
           | 
| 
            Sep 11                          
            2025                          
           | Frederick Joseph Martich Pres. of Hydraulics, MCT | 
              SELL
             
                Payment of exercise price or tax liability
             | Direct | 
              295
              -2.37%
           | 
              $16,225              
              $55.89 P/Share              
           | 
| 
            Sep 11                          
            2025                          
           | Frederick Joseph Martich Pres. of Hydraulics, MCT | 
              BUY
             
                Exercise of conversion of derivative security
             | Direct | 
              748
              +5.66%
           | 
              $41,140              
              $55.89 P/Share              
           | 
| 
            Jun 07                          
            2025                          
           | Alexander Schuetz | 
              SELL
             
                Payment of exercise price or tax liability
             | Direct | 
              263
              -1.71%
           | 
              $8,416              
              $32.34 P/Share              
           | 
| 
            Jun 07                          
            2025                          
           | Alexander Schuetz | 
              BUY
             
                Exercise of conversion of derivative security
             | Direct | 
              874
              +5.37%
           | 
              $27,968              
              $32.34 P/Share              
           | 
| 
            Jun 07                          
            2025                          
           | Laura D Brown | 
              BUY
             
                Exercise of conversion of derivative security
             | Direct | 
              874
              +5.76%
           | 
              $27,968              
              $32.34 P/Share              
           | 
Last 12 Months Summary
| Exercise of conversion of derivative security | 37.9K shares | 
|---|
| Open market or private sale | 4.62K shares | 
|---|---|
| Payment of exercise price or tax liability | 4.84K shares |