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 |
|---|---|---|---|---|---|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
742
shares
|
$240,905
0.0% of portfolio
|
Q1 2025
Reduced 90.41%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
712
shares
|
$231,165
0.01% of portfolio
|
Q1 2025
Reduced 16.04%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
700
shares
|
$227,269
0.09% of portfolio
|
Q3 2023
Reduced 61.11%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
700
shares
|
$227,269
0.0% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
687
shares
|
$223,048
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
682
shares
|
$221,424
0.0% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
678
shares
|
$220,126
0.0% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
675
shares
|
$219,152
0.01% of portfolio
|
Q4 2022
Reduced 86.07%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
671
shares
|
$217,853
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
671
shares
|
$217,853
0.01% of portfolio
|
Q2 2024
Reduced 15.17%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
661
shares
|
$214,606
0.01% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
658
shares
|
$213,632
0.01% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
657
shares
|
$213,308
0.12% of portfolio
|
Q4 2024
Added 476.32%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
654
shares
|
$212,334
0.01% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
649
shares
|
$210,710
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
619
shares
|
$200,970
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
600
shares
|
$194,802
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
544
shares
|
$176,620
0.01% of portfolio
|
Q1 2025
Added 20.35%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
529
shares
|
$171,750
0.0% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
480
shares
|
$155,841
0.01% of portfolio
|
Q4 2022
Reduced 29.41%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
473
shares
|
$153,568
0.03% of portfolio
|
Q1 2025
Reduced 14.77%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
461
shares
|
$149,672
0.08% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
458
shares
|
$148,698
0.0% of portfolio
|
Q1 2025
Added 37.54%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
416
shares
|
$135,062
0.02% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
414
shares
|
$134,413
0.15% of portfolio
|
Q3 2022
Reduced 42.18%
|