Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 784 institutions that hold shares in the stock, with a total of 41.9 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
34,752
shares
|
$11.4 Million
2.76% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Artemis Investment Management LLP
|
Nov 13, 2025 Q3 2025 |
34,495
shares
|
$11.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Aug 14, 2025 Q2 2025 |
34,452
shares
|
$11.3 Million
0.04% of portfolio
|
Q2 2025
Added 4250.0%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
33,297
shares
|
$11 Million
0.01% of portfolio
|
Q3 2025
Added 46.46%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
33,133
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
33,062
shares
|
$10.9 Million
0.21% of portfolio
|
Q3 2025
Reduced 77.38%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
31,910
shares
|
$10.5 Million
0.13% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
31,822
shares
|
$10.5 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
30,941
shares
|
$10.2 Million
0.01% of portfolio
|
Q2 2025
Added 773.05%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,700
shares
|
$10.1 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30,614
shares
|
$10.1 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
30,318
shares
|
$9.97 Million
0.02% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
29,838
shares
|
$9.82 Million
0.08% of portfolio
|
Q3 2025
Added 65.14%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
29,764
shares
|
$9.79 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
29,646
shares
|
$9.75 Million
0.1% of portfolio
|
Q2 2025
Added 648.26%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
29,483
shares
|
$9.7 Million
1.77% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
27,936
shares
|
$9.19 Million
0.16% of portfolio
|
Q2 2024
Added 7.71%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
27,436
shares
|
$9.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
26,777
shares
|
$8.81 Million
0.01% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
26,682
shares
|
$8.78 Million
0.02% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 23, 2025 Q3 2025 |
26,460
shares
|
$8.7 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
26,365
shares
|
$8.67 Million
1.76% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
26,283
shares
|
$8.65 Million
0.86% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
25,974
shares
|
$8.54 Million
0.01% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Nov 06, 2025 Q3 2025 |
25,900
shares
|
$8.52 Million
0.07% of portfolio
|
Q3 2025
Added 12.61%
|