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 $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
2,025
shares
|
$547,013
0.03% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
2,003
shares
|
$541,070
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Apr 10, 2025 Q1 2025 |
2,000
shares
|
$540,260
0.14% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
1,964
shares
|
$530,535
0.05% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,960
shares
|
$529,454
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
1,932
shares
|
$521,891
0.01% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
1,929
shares
|
$521,080
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
1,925
shares
|
$520,000
0.01% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,916
shares
|
$517,569
0.03% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,905
shares
|
$514,597
0.18% of portfolio
|
Q4 2022
Added 0.05%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
1,900
shares
|
$513,247
0.1% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
1,900
shares
|
$513,247
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,880
shares
|
$507,844
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,857
shares
|
$501,631
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
1,828
shares
|
$493,797
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
1,815
shares
|
$490,285
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,805
shares
|
$487,584
0.06% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,805
shares
|
$487,584
0.01% of portfolio
|
Q1 2025
Reduced 13.1%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
1,798
shares
|
$485,693
0.11% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,780
shares
|
$480,831
0.0% of portfolio
|
Q1 2025
Reduced 94.1%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
1,727
shares
|
$466,514
0.01% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
1,721
shares
|
$464,893
0.0% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
1,700
shares
|
$459,221
0.01% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
1,683
shares
|
$454,628
0.03% of portfolio
|
Q1 2025
Added 24.76%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
1,681
shares
|
$454,088
0.01% of portfolio
|
Q1 2025
Added 6.33%
|