Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 699 institutions that hold shares in the stock, with a total of 40.9 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
8,197
shares
|
$2.21 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
8,103
shares
|
$2.19 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
May 12, 2025 Q1 2025 |
8,100
shares
|
$2.19 Million
0.02% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
8,063
shares
|
$2.18 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
8,041
shares
|
$2.17 Million
0.1% of portfolio
|
Q4 2019
Reduced 11.06%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
8,026
shares
|
$2.17 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Tribune Investment Group LP
New York, NY |
May 14, 2025 Q1 2025 |
8,000
shares
|
$2.16 Million
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,931
shares
|
$2.14 Million
0.03% of portfolio
|
Q1 2024
Added 265.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,889
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Abrdn PLC
|
May 13, 2025 Q1 2025 |
7,613
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
7,613
shares
|
$2.06 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
7,447
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
7,341
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
7,301
shares
|
$1.97 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,301
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Added 20.96%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
7,290
shares
|
$1.97 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.42%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
7,129
shares
|
$1.93 Million
0.18% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Bright Rock Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
7,000
shares
|
$1.89 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
May 08, 2025 Q1 2025 |
7,000
shares
|
$1.89 Million
1.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
6,968
shares
|
$1.88 Million
0.26% of portfolio
|
Q1 2025
Reduced 67.09%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
6,929
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Added 25.09%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
6,855
shares
|
$1.85 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
6,757
shares
|
$1.83 Million
0.03% of portfolio
|
Q1 2025
Added 16.06%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
6,738
shares
|
$1.82 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
6,723
shares
|
$1.82 Million
0.17% of portfolio
|
Q1 2025
New holding
|