Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 629 institutions that hold shares in the stock, with a total of 38.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
7,299
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 76.44%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
7,290
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.42%
|
|
|
Eos Management, L.P.
|
Nov 01, 2024 Q3 2024 |
7,158
shares
|
$1.83 Million
0.66% of portfolio
|
Q4 2023
Reduced 7.97%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
7,117
shares
|
$1.82 Million
0.08% of portfolio
|
Q3 2024
Reduced 31.99%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,042
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Bright Rock Capital Management, LLC
|
Oct 03, 2024 Q3 2024 |
7,000
shares
|
$1.79 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
7,000
shares
|
$1.79 Million
0.81% of portfolio
|
Q4 2023
New holding
|
|
|
Tredje Ap Fonden
|
Nov 08, 2024 Q3 2024 |
6,822
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
6,769
shares
|
$1.73 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
6,528
shares
|
$1.67 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
6,501
shares
|
$1.66 Million
0.64% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
6,394
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
6,263
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
6,248
shares
|
$1.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 67.37%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
6,152
shares
|
$1.57 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,980
shares
|
$1.53 Million
0.11% of portfolio
|
Q3 2023
Reduced 2.45%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Oct 23, 2024 Q3 2024 |
5,956
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,938
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
5,926
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
5,916
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
5,858
shares
|
$1.5 Million
0.17% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
5,799
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
5,752
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Added 388.29%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
5,613
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fjarde Ap Fonden
|
Nov 08, 2024 Q3 2024 |
5,601
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 63.87%
|