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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
1,008
shares
|
$227,435
0.01% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
1,007
shares
|
$227,209
0.01% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
1,007
shares
|
$227,209
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$225,630
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
1,000
shares
|
$225,630
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,000
shares
|
$225,630
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
981
shares
|
$221,343
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
980
shares
|
$221,117
0.05% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
973
shares
|
$219,537
0.0% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
972
shares
|
$219,312
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
970
shares
|
$218,861
0.01% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
969
shares
|
$218,635
0.0% of portfolio
|
Q4 2024
Reduced 39.06%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
946
shares
|
$213,445
0.0% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
944
shares
|
$212,994
0.05% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
933
shares
|
$210,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
928
shares
|
$209,384
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
928
shares
|
$209,384
0.0% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Entry Point Capital, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
926
shares
|
$208,933
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
923
shares
|
$208,256
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
922
shares
|
$208,030
0.01% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
920
shares
|
$207,579
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
918
shares
|
$207,128
0.02% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
904
shares
|
$203,969
0.12% of portfolio
|
Q2 2023
Reduced 16.76%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
904
shares
|
$203,969
0.01% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
900
shares
|
$203,067
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|