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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
908
shares
|
$245,532
0.0% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
905
shares
|
$244,721
0.03% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
904
shares
|
$244,450
0.13% of portfolio
|
Q2 2023
Reduced 16.76%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
889
shares
|
$240,394
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
875
shares
|
$236,608
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
872
shares
|
$235,797
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
867
shares
|
$234,445
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
861
shares
|
$232,823
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
861
shares
|
$232,823
0.0% of portfolio
|
Q3 2024
Reduced 97.3%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
859
shares
|
$232,282
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
856
shares
|
$231,470
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
850
shares
|
$229,848
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
833
shares
|
$225,251
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
821
shares
|
$222,006
0.0% of portfolio
|
Q3 2024
Reduced 19.59%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Nov 14, 2024 Q3 2024 |
808
shares
|
$218,491
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
806
shares
|
$217,950
0.03% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
802
shares
|
$216,868
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
800
shares
|
$216,328
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
791
shares
|
$213,894
0.01% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
787
shares
|
$212,812
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signify Wealth
|
Oct 29, 2024 Q3 2024 |
781
shares
|
$211,190
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
781
shares
|
$211,190
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
778
shares
|
$210,378
0.0% of portfolio
|
Q3 2024
Added 89.76%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
771
shares
|
$208,486
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
766
shares
|
$207,134
0.0% of portfolio
|
Q3 2024
New holding
|