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 |
---|---|---|---|---|---|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
233
shares
|
$52,571
0.01% of portfolio
|
Q2 2024
New holding
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
230
shares
|
$51,894
0.0% of portfolio
|
Q2 2024
Added 1.32%
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
220
shares
|
$49,638
0.0% of portfolio
|
Q4 2024
Added 6.28%
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
200
shares
|
$45,126
0.01% of portfolio
|
Q4 2024
New holding
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
200
shares
|
$45,126
0.01% of portfolio
|
Q2 2024
New holding
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
200
shares
|
$45,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
197
shares
|
$44,449
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
196
shares
|
$44,223
0.0% of portfolio
|
Q4 2024
Added 2.62%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
196
shares
|
$44,223
0.0% of portfolio
|
Q4 2024
Added 5.38%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
195
shares
|
$43,997
0.0% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
185
shares
|
$41,741
0.0% of portfolio
|
Q4 2024
New holding
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
181
shares
|
$40,839
0.02% of portfolio
|
Q2 2022
Reduced 5.24%
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
178
shares
|
$40,162
0.01% of portfolio
|
Q3 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
178
shares
|
$40,162
0.0% of portfolio
|
Q4 2024
Added 10.56%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
176
shares
|
$39,710
0.0% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
148
shares
|
$33,393
0.01% of portfolio
|
Q2 2024
Reduced 43.94%
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
145
shares
|
$32,716
0.01% of portfolio
|
Q3 2024
New holding
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
135
shares
|
$30,460
0.0% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
125
shares
|
$28,203
0.0% of portfolio
|
Q4 2024
Reduced 56.6%
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
118
shares
|
$26,624
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
117
shares
|
$26,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
116
shares
|
$26,173
0.0% of portfolio
|
Q4 2024
Reduced 41.12%
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
113
shares
|
$25,496
0.0% of portfolio
|
Q4 2024
Added 25.56%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
112
shares
|
$25,270
0.0% of portfolio
|
Q4 2020
New holding
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
112
shares
|
$25,270
0.02% of portfolio
|
Q4 2024
New holding
|