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 |
|---|---|---|---|---|---|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
664
shares
|
$179,366
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
661
shares
|
$178,555
0.01% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
657
shares
|
$177,475
0.12% of portfolio
|
Q4 2024
Added 476.32%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
654
shares
|
$176,665
0.01% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
649
shares
|
$175,314
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
621
shares
|
$167,750
0.03% of portfolio
|
Q1 2025
Added 69.67%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
619
shares
|
$167,210
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
607
shares
|
$163,968
0.0% of portfolio
|
Q1 2025
Added 209.69%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
600
shares
|
$162,078
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
544
shares
|
$146,950
0.01% of portfolio
|
Q1 2025
Added 20.35%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
529
shares
|
$142,898
0.0% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
480
shares
|
$129,662
0.01% of portfolio
|
Q4 2022
Reduced 29.41%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
473
shares
|
$127,771
0.03% of portfolio
|
Q1 2025
Reduced 14.77%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
461
shares
|
$124,529
0.08% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
458
shares
|
$123,719
0.0% of portfolio
|
Q1 2025
Added 37.54%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
416
shares
|
$112,374
0.02% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
414
shares
|
$111,833
0.15% of portfolio
|
Q3 2022
Reduced 42.18%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
405
shares
|
$109,402
0.0% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
385
shares
|
$104,000
0.0% of portfolio
|
Q2 2024
Added 12.9%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
379
shares
|
$102,379
0.0% of portfolio
|
Q3 2024
Reduced 99.68%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
364
shares
|
$98,327
0.02% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
353
shares
|
$95,355
0.0% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
339
shares
|
$91,574
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
332
shares
|
$89,683
0.0% of portfolio
|
Q4 2024
Added 16.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
328
shares
|
$88,602
0.01% of portfolio
|
Q1 2025
Reduced 68.37%
|