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 |
|---|---|---|---|---|---|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
47
shares
|
$10,604
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
45
shares
|
$10,153
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
44
shares
|
$9,927
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
40
shares
|
$9,025
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
38
shares
|
$8,573
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
37
shares
|
$8,348
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
29
shares
|
$6,543
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
29
shares
|
$6,543
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
28
shares
|
$6,317
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
27
shares
|
$6,092
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
26
shares
|
$5,866
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
24
shares
|
$5,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
23
shares
|
$5,189
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
21
shares
|
$4,738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
20
shares
|
$4,512
0.0% of portfolio
|
Q4 2023
Reduced 95.34%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
19
shares
|
$4,286
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18
shares
|
$4,061
0.0% of portfolio
|
Q4 2023
Added 125.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17
shares
|
$3,835
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
17
shares
|
$3,835
0.0% of portfolio
|
Q1 2023
Reduced 26.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
17
shares
|
$3,835
0.0% of portfolio
|
Q3 2024
Reduced 34.62%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
16
shares
|
$3,610
0.0% of portfolio
|
Q4 2024
Added 220.0%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
15
shares
|
$3,384
0.0% of portfolio
|
Q4 2024
Reduced 96.51%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
15
shares
|
$3,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
15
shares
|
$3,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
14
shares
|
$3,158
0.0% of portfolio
|
Q4 2024
New holding
|