Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 699 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 $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
301
shares
|
$81,309
0.01% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
300
shares
|
$81,039
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
265
shares
|
$71,584
0.01% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
255
shares
|
$68,883
0.02% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
253
shares
|
$68,342
0.0% of portfolio
|
Q1 2025
Added 36.76%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
244
shares
|
$65,911
0.0% of portfolio
|
Q1 2025
Reduced 23.03%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
239
shares
|
$64,561
0.01% of portfolio
|
Q4 2024
Reduced 59.35%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
233
shares
|
$62,940
0.0% of portfolio
|
Q1 2025
Reduced 30.03%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
231
shares
|
$62,400
0.0% of portfolio
|
Q1 2025
Reduced 61.56%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
222
shares
|
$59,968
0.0% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
218
shares
|
$58,888
0.0% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
213
shares
|
$57,537
0.01% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
208
shares
|
$56,187
0.0% of portfolio
|
Q1 2025
Reduced 96.11%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
200
shares
|
$54,026
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
200
shares
|
$54,026
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
197
shares
|
$53,215
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
196
shares
|
$52,945
0.0% of portfolio
|
Q1 2025
Reduced 68.49%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
195
shares
|
$52,675
0.0% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
183
shares
|
$49,433
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
181
shares
|
$48,893
0.02% of portfolio
|
Q2 2022
Reduced 5.24%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
179
shares
|
$48,353
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
May 12, 2025 Q1 2025 |
163
shares
|
$44,031
0.0% of portfolio
|
Q1 2025
Added 75.27%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
160
shares
|
$43,220
0.01% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
148
shares
|
$39,979
0.0% of portfolio
|
Q1 2025
Reduced 79.24%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
145
shares
|
$39,168
0.01% of portfolio
|
Q3 2024
New holding
|