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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
400
shares
|
$129,868
0.0% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
385
shares
|
$124,997
0.0% of portfolio
|
Q2 2024
Added 12.9%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
379
shares
|
$123,049
0.0% of portfolio
|
Q3 2024
Reduced 99.68%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
364
shares
|
$118,179
0.02% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
353
shares
|
$114,608
0.0% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
339
shares
|
$110,063
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
332
shares
|
$107,790
0.0% of portfolio
|
Q4 2024
Added 16.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
328
shares
|
$106,491
0.01% of portfolio
|
Q1 2025
Reduced 68.37%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
301
shares
|
$97,725
0.01% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
300
shares
|
$97,401
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
265
shares
|
$86,037
0.01% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
255
shares
|
$82,790
0.02% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
253
shares
|
$82,141
0.0% of portfolio
|
Q1 2025
Added 36.76%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
245
shares
|
$79,544
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
239
shares
|
$77,596
0.01% of portfolio
|
Q4 2024
Reduced 59.35%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
233
shares
|
$75,648
0.0% of portfolio
|
Q1 2025
Reduced 30.03%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
231
shares
|
$74,998
0.0% of portfolio
|
Q1 2025
Reduced 61.56%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
222
shares
|
$72,076
0.0% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
218
shares
|
$70,778
0.0% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
213
shares
|
$69,154
0.01% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
208
shares
|
$67,531
0.0% of portfolio
|
Q1 2025
Reduced 96.11%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
200
shares
|
$64,934
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
200
shares
|
$64,934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
197
shares
|
$63,959
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
196
shares
|
$63,635
0.0% of portfolio
|
Q1 2025
Reduced 68.49%
|