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 |
|---|---|---|---|---|---|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,202
shares
|
$324,696
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
1,175
shares
|
$317,402
0.0% of portfolio
|
Q1 2025
Added 30.56%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,171
shares
|
$316,322
0.05% of portfolio
|
Q1 2025
Reduced 22.66%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
1,170
shares
|
$316,052
0.1% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
1,154
shares
|
$311,730
0.01% of portfolio
|
Q1 2025
Reduced 17.45%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,150
shares
|
$310,649
0.0% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
1,139
shares
|
$307,678
0.17% of portfolio
|
Q2 2024
Reduced 12.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,117
shares
|
$301,735
0.03% of portfolio
|
Q1 2024
Reduced 1.76%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
1,113
shares
|
$300,654
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,082
shares
|
$292,280
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
1,068
shares
|
$288,498
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
1,067
shares
|
$288,228
0.01% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
1,066
shares
|
$287,958
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,056
shares
|
$285,257
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
1,031
shares
|
$278,504
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
1,021
shares
|
$275,802
0.01% of portfolio
|
Q4 2024
Reduced 26.86%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
1,007
shares
|
$272,020
0.01% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$270,130
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
1,000
shares
|
$270,130
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
993
shares
|
$268,239
0.0% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
990
shares
|
$267,428
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
981
shares
|
$264,997
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
980
shares
|
$264,727
0.01% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
975
shares
|
$263,376
0.05% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
972
shares
|
$262,566
0.03% of portfolio
|
Q2 2024
New holding
|