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 |
|---|---|---|---|---|---|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
862
shares
|
$279,865
0.04% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
860
shares
|
$279,216
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
859
shares
|
$278,891
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
850
shares
|
$275,969
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
850
shares
|
$275,969
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
844
shares
|
$274,021
0.11% of portfolio
|
Q1 2025
Reduced 89.26%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
838
shares
|
$272,073
0.0% of portfolio
|
Q1 2025
Reduced 54.13%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
833
shares
|
$270,450
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
831
shares
|
$269,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
829
shares
|
$269,151
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
808
shares
|
$262,333
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
806
shares
|
$261,684
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
801
shares
|
$260,060
0.0% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
800
shares
|
$259,736
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
800
shares
|
$259,736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
800
shares
|
$259,736
0.2% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
792
shares
|
$257,138
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
792
shares
|
$257,138
0.0% of portfolio
|
Q1 2025
Reduced 96.99%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
785
shares
|
$254,865
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
784
shares
|
$254,541
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
781
shares
|
$253,567
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
781
shares
|
$253,567
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
774
shares
|
$251,294
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
765
shares
|
$248,372
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Baskin Financial Services Inc.
|
Apr 28, 2025 Q1 2025 |
750
shares
|
$243,502
0.02% of portfolio
|
Q1 2025
New holding
|