Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 707 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 $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
990
shares
|
$321,423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
981
shares
|
$318,501
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
980
shares
|
$318,176
0.01% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
975
shares
|
$316,553
0.05% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
972
shares
|
$315,579
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
952
shares
|
$309,085
0.0% of portfolio
|
Q1 2025
Reduced 66.06%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
950
shares
|
$308,436
0.06% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
948
shares
|
$307,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
930
shares
|
$301,943
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
929
shares
|
$301,618
0.01% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
928
shares
|
$301,293
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
923
shares
|
$299,670
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
920
shares
|
$298,696
0.03% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
910
shares
|
$295,449
0.01% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
908
shares
|
$294,800
0.15% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
905
shares
|
$293,826
0.02% of portfolio
|
Q1 2025
Reduced 52.44%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
904
shares
|
$293,501
0.0% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
904
shares
|
$293,501
0.15% of portfolio
|
Q2 2023
Reduced 16.76%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
899
shares
|
$291,878
0.0% of portfolio
|
Q1 2025
Reduced 56.67%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
898
shares
|
$291,553
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
889
shares
|
$288,631
0.05% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
887
shares
|
$287,982
0.05% of portfolio
|
Q2 2025
Added 42.83%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
875
shares
|
$284,086
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
874
shares
|
$283,761
0.03% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
862
shares
|
$279,865
0.01% of portfolio
|
Q1 2025
New holding
|