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 $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
838
shares
|
$226,368
0.0% of portfolio
|
Q1 2025
Reduced 54.13%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
833
shares
|
$225,018
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
831
shares
|
$224,478
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
829
shares
|
$223,937
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
808
shares
|
$218,265
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
806
shares
|
$217,724
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Enhancing Capital LLC
|
May 12, 2025 Q1 2025 |
802
shares
|
$216,644
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
801
shares
|
$216,374
0.0% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
800
shares
|
$216,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
800
shares
|
$216,104
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Threadgill Financial, LLC
|
Apr 09, 2025 Q1 2025 |
792
shares
|
$213,942
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
792
shares
|
$213,942
0.0% of portfolio
|
Q1 2025
Reduced 96.99%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
792
shares
|
$213,942
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
784
shares
|
$211,781
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
781
shares
|
$210,971
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
781
shares
|
$210,971
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
774
shares
|
$209,080
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Baskin Financial Services Inc.
|
Apr 28, 2025 Q1 2025 |
750
shares
|
$202,597
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
742
shares
|
$200,436
0.0% of portfolio
|
Q1 2025
Reduced 90.41%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
712
shares
|
$192,332
0.01% of portfolio
|
Q1 2025
Reduced 16.04%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
700
shares
|
$189,091
0.04% of portfolio
|
Q3 2023
Reduced 61.11%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
700
shares
|
$189,091
0.0% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
678
shares
|
$183,148
0.0% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
675
shares
|
$182,337
0.01% of portfolio
|
Q4 2022
Reduced 86.07%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
May 14, 2025 Q1 2025 |
671
shares
|
$181,257
0.01% of portfolio
|
Q2 2024
Reduced 15.17%
|