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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
888
shares
|
$200,359
0.04% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
873
shares
|
$196,974
0.03% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
866
shares
|
$195,395
0.0% of portfolio
|
Q4 2024
Reduced 27.95%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
861
shares
|
$194,267
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
859
shares
|
$193,816
0.0% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
850
shares
|
$191,785
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
848
shares
|
$191,334
0.01% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
791
shares
|
$178,473
0.01% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
731
shares
|
$164,935
0.01% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
730
shares
|
$164,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
722
shares
|
$162,904
0.0% of portfolio
|
Q4 2024
Reduced 39.28%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
713
shares
|
$160,874
0.0% of portfolio
|
Q4 2024
Reduced 11.1%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
700
shares
|
$157,941
0.05% of portfolio
|
Q3 2023
Reduced 61.11%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
675
shares
|
$152,300
0.0% of portfolio
|
Q4 2024
Added 26.17%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
675
shares
|
$152,300
0.01% of portfolio
|
Q4 2022
Reduced 86.07%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
671
shares
|
$151,397
0.01% of portfolio
|
Q2 2024
Reduced 15.17%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
663
shares
|
$149,592
0.06% of portfolio
|
Q4 2024
Added 252.66%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
657
shares
|
$148,238
0.12% of portfolio
|
Q4 2024
Added 476.32%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
634
shares
|
$143,049
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
622
shares
|
$140,341
0.0% of portfolio
|
Q4 2024
Added 105.28%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
619
shares
|
$139,664
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
601
shares
|
$135,603
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
600
shares
|
$135,378
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
569
shares
|
$128,383
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
555
shares
|
$125,224
0.04% of portfolio
|
Q4 2024
Added 13.03%
|