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 |
|---|---|---|---|---|---|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
110
shares
|
$24,819
0.01% of portfolio
|
Q4 2024
Reduced 96.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
110
shares
|
$24,819
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
106
shares
|
$23,916
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
99
shares
|
$22,337
0.01% of portfolio
|
Q4 2022
Reduced 36.94%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
98
shares
|
$22,111
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Feb 04, 2025 Q4 2024 |
93
shares
|
$20,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
91
shares
|
$20,532
0.0% of portfolio
|
Q4 2024
Reduced 19.47%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
89
shares
|
$20,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
83
shares
|
$18,727
0.01% of portfolio
|
Q4 2024
Reduced 73.31%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
82
shares
|
$18,501
0.0% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
72
shares
|
$16,245
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
71
shares
|
$16,019
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
66
shares
|
$14,891
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
65
shares
|
$14,665
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
62
shares
|
$13,989
0.0% of portfolio
|
Q4 2023
Added 1966.67%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
58
shares
|
$13,086
0.01% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
58
shares
|
$13,086
0.03% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
56
shares
|
$12,635
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
56
shares
|
$12,635
0.0% of portfolio
|
Q1 2023
Reduced 3.45%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
55
shares
|
$12,409
0.0% of portfolio
|
Q4 2023
Added 19.57%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
51
shares
|
$11,507
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
50
shares
|
$11,281
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
50
shares
|
$11,281
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
50
shares
|
$11,281
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
49
shares
|
$11,055
0.01% of portfolio
|
Q4 2022
New holding
|