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 |
|---|---|---|---|---|---|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
1,237
shares
|
$279,104
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,236
shares
|
$278,878
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Redwood Investments, LLC
|
Feb 14, 2025 Q4 2024 |
1,233
shares
|
$278,201
0.09% of portfolio
|
Q2 2024
Reduced 7.99%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
1,220
shares
|
$275,268
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
1,217
shares
|
$274,591
0.01% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,211
shares
|
$273,237
0.04% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,209
shares
|
$272,786
0.02% of portfolio
|
Q4 2024
Reduced 54.79%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,197
shares
|
$270,079
0.08% of portfolio
|
Q4 2024
Reduced 27.32%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,185
shares
|
$267,371
0.01% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
1,139
shares
|
$256,992
0.15% of portfolio
|
Q2 2024
Reduced 12.05%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
1,129
shares
|
$254,736
0.01% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,117
shares
|
$252,028
0.02% of portfolio
|
Q1 2024
Reduced 1.76%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,113
shares
|
$251,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
1,105
shares
|
$249,321
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,088
shares
|
$245,485
0.01% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,082
shares
|
$244,131
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
1,074
shares
|
$242,326
0.01% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
1,068
shares
|
$240,972
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
1,066
shares
|
$240,521
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,050
shares
|
$236,911
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,043
shares
|
$235,332
0.0% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,037
shares
|
$233,978
0.01% of portfolio
|
Q4 2024
Added 1785.45%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
1,021
shares
|
$230,368
0.01% of portfolio
|
Q4 2024
Reduced 26.86%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
1,020
shares
|
$230,142
0.0% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
1,016
shares
|
$229,240
0.64% of portfolio
|
Q4 2024
New holding
|