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 |
|---|---|---|---|---|---|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
1,276
shares
|
$345,043
0.0% of portfolio
|
Q3 2024
Added 65.93%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
1,273
shares
|
$344,231
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
1,251
shares
|
$338,282
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
1,245
shares
|
$336,660
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
1,245
shares
|
$336,660
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,239
shares
|
$335,037
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,236
shares
|
$334,226
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Redwood Investments, LLC
|
Nov 14, 2024 Q3 2024 |
1,233
shares
|
$333,415
0.1% of portfolio
|
Q2 2024
Reduced 7.99%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
1,220
shares
|
$329,900
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
1,218
shares
|
$329,359
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,211
shares
|
$327,466
0.05% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
1,206
shares
|
$326,114
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
1,202
shares
|
$325,032
0.0% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$324,492
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
1,190
shares
|
$321,787
0.01% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
1,189
shares
|
$321,517
0.0% of portfolio
|
Q3 2024
Reduced 69.05%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,176
shares
|
$318,002
0.01% of portfolio
|
Q3 2024
Added 18.07%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
1,139
shares
|
$307,996
0.16% of portfolio
|
Q2 2024
Reduced 12.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
1,117
shares
|
$302,047
0.03% of portfolio
|
Q1 2024
Reduced 1.76%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,091
shares
|
$295,017
0.02% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
1,087
shares
|
$293,935
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,082
shares
|
$292,583
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
1,068
shares
|
$288,797
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
1,066
shares
|
$288,257
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
1,065
shares
|
$287,986
0.06% of portfolio
|
Q3 2024
Reduced 7.79%
|