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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
135
shares
|
$36,467
0.0% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
123
shares
|
$33,225
0.0% of portfolio
|
Q1 2025
Reduced 53.41%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
121
shares
|
$32,685
0.0% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
117
shares
|
$31,605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
116
shares
|
$31,335
0.0% of portfolio
|
Q4 2024
Reduced 41.12%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
112
shares
|
$30,254
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
111
shares
|
$29,984
0.01% of portfolio
|
Q1 2025
Reduced 37.64%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
110
shares
|
$29,714
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
109
shares
|
$29,444
0.01% of portfolio
|
Q1 2025
Added 31.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
109
shares
|
$29,444
0.0% of portfolio
|
Q1 2025
Added 581.25%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
101
shares
|
$27,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
100
shares
|
$27,013
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
100
shares
|
$27,013
0.01% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
99
shares
|
$26,742
0.01% of portfolio
|
Q4 2022
Reduced 36.94%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
98
shares
|
$26,472
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
98
shares
|
$26,472
0.0% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
96
shares
|
$25,932
0.01% of portfolio
|
Q1 2025
Added 92.0%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
83
shares
|
$22,420
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
81
shares
|
$21,880
0.0% of portfolio
|
Q1 2025
Added 24.62%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
77
shares
|
$20,800
0.0% of portfolio
|
Q1 2025
Reduced 13.48%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
74
shares
|
$19,989
0.02% of portfolio
|
Q1 2025
Reduced 33.93%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
71
shares
|
$19,179
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
66
shares
|
$17,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
62
shares
|
$16,748
0.0% of portfolio
|
Q4 2023
Added 1966.67%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
62
shares
|
$16,748
0.01% of portfolio
|
Q1 2025
Added 6.9%
|