Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 796 institutions that hold shares in the stock, with a total of 41.5 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
659
shares
|
$206,688
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
659
shares
|
$206,688
0.05% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
657
shares
|
$206,061
0.12% of portfolio
|
Q4 2024
Added 476.32%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
656
shares
|
$205,747
0.03% of portfolio
|
Q3 2025
Reduced 47.77%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
652
shares
|
$204,493
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
652
shares
|
$204,493
0.01% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
643
shares
|
$201,670
0.0% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
628
shares
|
$196,965
0.0% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
624
shares
|
$195,711
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
623
shares
|
$195,397
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
622
shares
|
$195,084
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
600
shares
|
$188,184
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
577
shares
|
$180,970
0.01% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
531
shares
|
$166,542
0.01% of portfolio
|
Q3 2025
Reduced 20.86%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
519
shares
|
$162,779
0.01% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
507
shares
|
$159,015
0.0% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
502
shares
|
$157,447
0.0% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
480
shares
|
$150,547
0.01% of portfolio
|
Q4 2022
Reduced 29.41%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
468
shares
|
$146,783
0.01% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
457
shares
|
$143,333
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
454
shares
|
$142,392
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
418
shares
|
$131,101
0.02% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
414
shares
|
$129,846
0.15% of portfolio
|
Q3 2022
Reduced 42.18%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
394
shares
|
$123,574
0.01% of portfolio
|
Q3 2025
Reduced 40.21%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
380
shares
|
$119,183
0.03% of portfolio
|
Q3 2025
Reduced 14.61%
|
|