Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 657 institutions that hold shares in the stock, with a total of 62.2 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
552
shares
|
$124,547
0.0% of portfolio
|
Q4 2024
Added 55.93%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
480
shares
|
$108,302
0.01% of portfolio
|
Q4 2022
Reduced 29.41%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
458
shares
|
$103,338
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
452
shares
|
$101,984
0.01% of portfolio
|
Q4 2024
Reduced 17.82%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
436
shares
|
$98,374
0.0% of portfolio
|
Q4 2024
Reduced 72.61%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
426
shares
|
$96,118
0.06% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
414
shares
|
$93,410
0.15% of portfolio
|
Q3 2022
Reduced 42.18%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
407
shares
|
$91,831
0.02% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
400
shares
|
$90,252
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
385
shares
|
$86,867
0.0% of portfolio
|
Q2 2024
Added 12.9%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
382
shares
|
$86,190
0.01% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
379
shares
|
$85,513
0.0% of portfolio
|
Q3 2024
Reduced 99.68%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
366
shares
|
$82,580
0.02% of portfolio
|
Q4 2024
Added 167.15%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
365
shares
|
$82,354
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
364
shares
|
$82,129
0.02% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
339
shares
|
$76,488
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
333
shares
|
$75,134
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
332
shares
|
$74,909
0.0% of portfolio
|
Q4 2024
Added 16.49%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
317
shares
|
$71,524
0.0% of portfolio
|
Q4 2024
Added 26.29%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
301
shares
|
$67,914
0.01% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
279
shares
|
$62,950
0.02% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
265
shares
|
$59,791
0.01% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
264
shares
|
$59,566
0.01% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
252
shares
|
$56,858
0.0% of portfolio
|
Q4 2024
Added 66.89%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
239
shares
|
$53,925
0.01% of portfolio
|
Q4 2024
Reduced 59.35%
|