Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 627 institutions that hold shares in the stock, with a total of 38.1 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,960
shares
|
$530,003
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
1,958
shares
|
$529,462
0.05% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
1,933
shares
|
$522,702
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
1,925
shares
|
$520,539
0.03% of portfolio
|
Q3 2024
Added 11.72%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,918
shares
|
$518,646
0.02% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
1,914
shares
|
$517,564
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,912
shares
|
$517,023
0.02% of portfolio
|
Q3 2024
Added 84.2%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,905
shares
|
$515,131
0.18% of portfolio
|
Q4 2022
Added 0.05%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
1,900
shares
|
$513,779
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
1,880
shares
|
$508,370
0.0% of portfolio
|
Q2 2024
Added 30.56%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
1,865
shares
|
$504,314
0.01% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,847
shares
|
$499,447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,842
shares
|
$498,095
0.01% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,833
shares
|
$495,661
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
1,798
shares
|
$486,197
0.1% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
1,788
shares
|
$483,493
0.39% of portfolio
|
Q1 2023
Reduced 3.3%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
1,750
shares
|
$473,217
0.01% of portfolio
|
Q3 2024
Reduced 40.4%
|
|
|
Aviva PLC
|
Nov 14, 2024 Q3 2024 |
1,680
shares
|
$454,288
0.0% of portfolio
|
Q3 2024
Reduced 57.53%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,653
shares
|
$446,987
0.0% of portfolio
|
Q2 2024
Reduced 68.3%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
1,647
shares
|
$445,365
0.03% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
1,647
shares
|
$445,365
0.12% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
1,613
shares
|
$436,171
0.01% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,592
shares
|
$430,492
0.0% of portfolio
|
Q3 2024
Reduced 73.24%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
1,590
shares
|
$429,951
0.0% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
1,586
shares
|
$428,870
0.06% of portfolio
|
Q3 2024
New holding
|