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 |
|---|---|---|---|---|---|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
10,800
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,543
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2023
Reduced 11.23%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
10,487
shares
|
$2.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
10,483
shares
|
$2.37 Million
1.33% of portfolio
|
Q4 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
10,475
shares
|
$2.36 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
10,300
shares
|
$2.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Feb 13, 2025 Q4 2024 |
10,116
shares
|
$2.28 Million
0.48% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
9,961
shares
|
$2.25 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,865
shares
|
$2.23 Million
0.01% of portfolio
|
Q4 2024
Added 12.83%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,814
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
9,463
shares
|
$2.14 Million
0.01% of portfolio
|
Q4 2024
Added 34.38%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
9,393
shares
|
$2.12 Million
0.0% of portfolio
|
Q4 2024
Added 1126.24%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
8,960
shares
|
$2.02 Million
0.13% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Feb 14, 2025 Q4 2024 |
8,900
shares
|
$2.01 Million
0.04% of portfolio
|
Q4 2024
Added 122.5%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,846
shares
|
$2 Million
0.02% of portfolio
|
Q1 2023
Reduced 15.87%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
8,451
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.13%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Feb 14, 2025 Q4 2024 |
8,403
shares
|
$1.9 Million
0.01% of portfolio
|
Q4 2024
Added 14.78%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
8,212
shares
|
$1.85 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
8,140
shares
|
$1.84 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
8,085
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
8,041
shares
|
$1.81 Million
0.1% of portfolio
|
Q4 2019
Reduced 11.06%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
7,977
shares
|
$1.8 Million
0.02% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,931
shares
|
$1.79 Million
0.03% of portfolio
|
Q1 2024
Added 265.32%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,862
shares
|
$1.77 Million
0.29% of portfolio
|
Q4 2024
Added 480.22%
|
|
|
Abrdn PLC
|
Jan 24, 2025 Q4 2024 |
7,749
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.51%
|