Helios Technologies (STU:SH7) Institutional Ownership: 68.83% (As of Aug. 18, 2026)

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STU:SH7 Helios Technologies Inc STU:SH7
63 GF Score
Price €70.50
GF Value €44.42
Valuation Significantly Overvalued
! 6 Warning Signs
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What is Helios Technologies Institutional Ownership?

Helios Technologies STU:SH7 +0.71% 63 Institutional Ownership is 68.83% as of Aug. 18, 2026. GuruFocus rates STU:SH7 with a GF Score™ of 63/100 and a GF Value™ of €44.42 (Significantly Overvalued). The stock has 6 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Helios Technologies's institutional ownership is 68.83%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Helios Technologies's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Helios Technologies's Float Percentage Of Total Shares Outstanding is 99.53%.

Helios Technologies Institutional Ownership Historical Data

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The historical data trend for Helios Technologies's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Helios Technologies Institutional Ownership Chart

Helios Technologies Historical Data

The historical data trend for Helios Technologies can be seen below:

2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30 2026-07-31
Institutional Ownership 70.09 70.66 69.18 69.63 70.49 69.21 66.60 66.66 68.25 68.83
STU:SH7
63GF Score
Helios Technologies Inc STU:SH7
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Helios Technologies Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 68.83% mean?
Helios Technologies (STU:SH7) has a Institutional Ownership of 68.83% as of Aug. 18, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Helios Technologies and its competitors.
Is Helios Technologies' Institutional Ownership too high?
Helios Technologies' current Institutional Ownership is 68.83%. Overall, Helios Technologies has a GF Score™ of 63/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Helios Technologies' Institutional Ownership compare to SMR and CXT?
Helios Technologies' Institutional Ownership of 68.83% can be compared against companies in the Industrial Products industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Industrial Products company?
A good Institutional Ownership depends on the Industrial Products industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Helios Technologies and its competitors. Helios Technologies's current Institutional Ownership is 68.83%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helios Technologies stock overvalued right now?
Based on GuruFocus' analysis, Helios Technologies (STU:SH7) is currently considered Significantly Overvalued. The stock's GF Value™ is €44.42, compared to a current price of €70.50 — trading 58.7% above its estimated fair value. The current Institutional Ownership is 68.83%. Helios Technologies' overall GF Score™ is 63/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Helios Technologies (STU:SH7), the current Institutional Ownership is 68.83% as of Aug. 18, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Helios Technologies (STU:SH7) Overvalued in 2026?

Based on GuruFocus' analysis, Helios Technologies stock appears to be overvalued. The current stock price of €70.50 is trading 58.7% above its estimated GF Value™ of €44.42. GuruFocus considers Helios Technologies to be Significantly Overvalued.

Key valuation signals for STU:SH7:

  • Institutional Ownership: 68.83%
  • GF Value™: €44.42 vs. price of €70.50 (58.7% above fair value)
  • GF Score™: 63/100 with 6 warning signs

No single metric tells the full story. See the STU:SH7 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Helios Technologies Business Description

Other Exchanges HLIO:USA
Address 7456 16th Street East, Sarasota, FL, USA, 34243
Helios Technologies Inc is an industrial technology company that develops, manufactures, and markets solutions for the hydraulics and electronics markets. It operates under two business segments: Hydraulics and Electronics. The Hydraulics segment designs and manufactures hydraulic components and systems used to transmit power and control force, speed, and motion. There are two categories based on Hydraulic system architecture: MCT and FCT. The Electronics segment provides complete, fully-tailored display and control solutions for engines, engine-driven equipment, specialty vehicles, therapy baths, and traditional and swim spas. The company generates the majority of its revenue from the Hydraulics segment. Geographically, the company generates key revenue from the Americas region.
63GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€70.50
Price
€44.42
GF Value