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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,385
shares
|
$374,130
0.02% of portfolio
|
Q1 2025
Added 31.9%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
1,381
shares
|
$373,049
0.0% of portfolio
|
Q1 2025
Added 216.74%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,376
shares
|
$371,698
0.01% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,337
shares
|
$361,163
0.01% of portfolio
|
Q3 2023
Added 11.88%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
1,316
shares
|
$355,491
0.01% of portfolio
|
Q1 2025
Added 22.53%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
1,300
shares
|
$351,169
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
1,291
shares
|
$348,737
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
1,281
shares
|
$346,036
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
1,279
shares
|
$345,496
0.05% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,271
shares
|
$343,335
0.01% of portfolio
|
Q1 2025
Added 452.61%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
1,270
shares
|
$343,065
0.1% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
1,249
shares
|
$337,392
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
May 01, 2025 Q1 2025 |
1,246
shares
|
$336,581
0.48% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,239
shares
|
$334,691
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,238
shares
|
$334,420
0.02% of portfolio
|
Q1 2025
Reduced 17.3%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
1,237
shares
|
$334,150
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,236
shares
|
$333,880
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
1,230
shares
|
$332,259
0.01% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
1,226
shares
|
$331,179
0.13% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
1,225
shares
|
$330,909
0.02% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,222
shares
|
$330,098
0.04% of portfolio
|
Q1 2025
Reduced 58.62%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
1,214
shares
|
$327,937
0.0% of portfolio
|
Q3 2024
Added 33.17%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
1,214
shares
|
$327,937
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,211
shares
|
$327,127
0.04% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
1,211
shares
|
$327,127
0.06% of portfolio
|
Q1 2025
New holding
|