Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 794 institutions that hold shares in the stock, with a total of 41.5 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
903
shares
|
$283,216
0.0% of portfolio
|
Q3 2025
Added 11.34%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
902
shares
|
$282,903
0.02% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
900
shares
|
$282,276
0.05% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
899
shares
|
$281,962
0.0% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
891
shares
|
$279,453
0.0% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
889
shares
|
$278,825
0.05% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
887
shares
|
$278,198
0.06% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
887
shares
|
$278,198
0.03% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
885
shares
|
$277,571
0.02% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
881
shares
|
$276,316
0.02% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
875
shares
|
$274,435
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
870
shares
|
$272,866
0.02% of portfolio
|
Q3 2025
Added 21.17%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
868
shares
|
$272,239
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
864
shares
|
$270,984
0.15% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
862
shares
|
$270,357
0.04% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
861
shares
|
$270,044
0.01% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
847
shares
|
$265,653
0.0% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
840
shares
|
$263,457
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
837
shares
|
$262,516
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
828
shares
|
$259,693
0.01% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
826
shares
|
$259,066
0.03% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
824
shares
|
$258,439
0.02% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
804
shares
|
$252,166
0.05% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
799
shares
|
$250,598
0.0% of portfolio
|
Q4 2025
Added 2.96%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
792
shares
|
$248,402
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|