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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
13
shares
|
$2,933
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
13
shares
|
$2,933
0.0% of portfolio
|
Q1 2024
Added 44.44%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
13
shares
|
$2,933
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
12
shares
|
$2,707
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$2,481
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
11
shares
|
$2,481
0.0% of portfolio
|
Q1 2023
Reduced 15.38%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
10
shares
|
$2,256
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
9
shares
|
$2,030
0.0% of portfolio
|
Q2 2024
Reduced 59.09%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
8
shares
|
$1,805
0.0% of portfolio
|
Q3 2024
Reduced 98.43%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
8
shares
|
$1,805
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
7
shares
|
$1,579
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
7
shares
|
$1,579
0.0% of portfolio
|
Q2 2022
Added 40.0%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
6
shares
|
$1,353
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
6
shares
|
$1,353
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
5
shares
|
$1,128
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
5
shares
|
$1,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
5
shares
|
$1,128
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5
shares
|
$1,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
4
shares
|
$902
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
4
shares
|
$902
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
3
shares
|
$676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2
shares
|
$451
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
2
shares
|
$451
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
2
shares
|
$451
0.0% of portfolio
|
Q4 2024
Reduced 98.39%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2
shares
|
$451
0.0% of portfolio
|
Q4 2024
New holding
|