Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 794 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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
6,430
shares
|
$2.02 Million
0.02% of portfolio
|
Q4 2025
Added 1.2%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,367
shares
|
$2 Million
0.03% of portfolio
|
Q3 2025
Added 103.94%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
6,329
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
6,296
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
6,265
shares
|
$1.96 Million
0.12% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,210
shares
|
$1.95 Million
1.17% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,200
shares
|
$1.94 Million
1.13% of portfolio
|
Q2 2025
Added 21.52%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
6,163
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
6,138
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
6,095
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.83%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,980
shares
|
$1.88 Million
0.11% of portfolio
|
Q3 2023
Reduced 2.45%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,938
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,915
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Added 102.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,868
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
5,852
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 32.16%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,777
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 54.34%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
5,767
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.72%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
5,653
shares
|
$1.77 Million
0.56% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
5,635
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.45%
|
|
|
Meyer Handelman CO
|
Oct 16, 2025 Q3 2025 |
5,613
shares
|
$1.76 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
5,523
shares
|
$1.73 Million
0.08% of portfolio
|
Q4 2023
Reduced 3.91%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
5,405
shares
|
$1.7 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
5,359
shares
|
$1.68 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
5,244
shares
|
$1.64 Million
0.17% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
5,217
shares
|
$1.64 Million
0.45% of portfolio
|
Q3 2025
Added 33.94%
|
|