Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 657 institutions that hold shares in the stock, with a total of 62.2 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,820
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2024
Added 4.65%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
4,780
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 154.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,752
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
4,731
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,631
shares
|
$1.04 Million
0.47% of portfolio
|
Q4 2024
Added 22.51%
|
|
|
Fjarde Ap Fonden
|
Feb 04, 2025 Q4 2024 |
4,612
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jan 28, 2025 Q4 2024 |
4,585
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Added 43.87%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
4,444
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Added 43.87%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
4,434
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Added 153.37%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
4,312
shares
|
$972,916
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
4,251
shares
|
$959,153
0.07% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
4,215
shares
|
$951,030
0.37% of portfolio
|
Q4 2024
Added 97.33%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
4,215
shares
|
$951,030
0.07% of portfolio
|
Q4 2024
Added 97.33%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
4,100
shares
|
$925,083
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
4,062
shares
|
$916,509
0.01% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
4,038
shares
|
$911,093
0.01% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
4,007
shares
|
$904,099
0.05% of portfolio
|
Q4 2024
Reduced 15.94%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
3,917
shares
|
$883,792
0.32% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
3,779
shares
|
$852,655
0.42% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,692
shares
|
$833,025
0.0% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
3,678
shares
|
$829,867
0.19% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,671
shares
|
$828,287
0.02% of portfolio
|
Q3 2023
Reduced 4.6%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
3,573
shares
|
$806,175
0.0% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
3,572
shares
|
$805,950
0.22% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
3,568
shares
|
$805,047
0.0% of portfolio
|
Q3 2024
Reduced 5.06%
|