Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 707 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 $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
2,750
shares
|
$892,842
0.09% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
2,711
shares
|
$880,180
0.0% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,700
shares
|
$876,609
0.02% of portfolio
|
Q2 2022
Reduced 10.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,693
shares
|
$874,336
0.0% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,676
shares
|
$868,816
0.0% of portfolio
|
Q1 2025
Reduced 25.1%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
2,666
shares
|
$865,570
0.02% of portfolio
|
Q1 2025
Added 19.12%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
2,664
shares
|
$864,920
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
2,624
shares
|
$851,934
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,577
shares
|
$836,674
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
2,552
shares
|
$828,557
0.07% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
2,547
shares
|
$826,934
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,515
shares
|
$816,545
0.01% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
2,500
shares
|
$811,675
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
2,476
shares
|
$803,882
0.02% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
2,435
shares
|
$790,571
0.23% of portfolio
|
Q2 2024
Reduced 52.86%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
2,432
shares
|
$789,597
0.07% of portfolio
|
Q4 2023
Added 2.1%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
2,415
shares
|
$784,078
0.0% of portfolio
|
Q1 2025
Reduced 53.12%
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
2,412
shares
|
$783,104
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
2,351
shares
|
$763,299
0.09% of portfolio
|
Q1 2025
Reduced 25.55%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
2,343
shares
|
$760,701
0.02% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2,316
shares
|
$751,935
0.01% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
May 14, 2025 Q1 2025 |
2,244
shares
|
$728,559
0.23% of portfolio
|
Q4 2024
Added 177.72%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,221
shares
|
$721,092
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
2,219
shares
|
$720,442
0.03% of portfolio
|
Q1 2025
Added 103.95%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,145
shares
|
$696,417
0.01% of portfolio
|
Q4 2023
New holding
|