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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
84
shares
|
$27,272
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
81
shares
|
$26,298
0.0% of portfolio
|
Q1 2025
Added 24.62%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
77
shares
|
$24,999
0.0% of portfolio
|
Q1 2025
Reduced 13.48%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
74
shares
|
$24,025
0.02% of portfolio
|
Q1 2025
Reduced 33.93%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
71
shares
|
$23,051
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
66
shares
|
$21,428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
62
shares
|
$20,129
0.0% of portfolio
|
Q4 2023
Added 1966.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
59
shares
|
$19,155
0.0% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
58
shares
|
$18,830
0.02% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
56
shares
|
$18,181
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
56
shares
|
$18,181
0.0% of portfolio
|
Q1 2023
Reduced 3.45%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
50
shares
|
$16,233
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
50
shares
|
$16,233
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
49
shares
|
$15,908
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
47
shares
|
$15,259
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
47
shares
|
$15,259
0.0% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
44
shares
|
$14,285
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
43
shares
|
$13,960
0.0% of portfolio
|
Q1 2025
Added 760.0%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
42
shares
|
$13,636
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
40
shares
|
$12,986
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
40
shares
|
$12,986
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
38
shares
|
$12,337
0.01% of portfolio
|
Q1 2025
Reduced 22.45%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
38
shares
|
$12,337
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
37
shares
|
$12,012
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
34
shares
|
$11,038
0.0% of portfolio
|
Q1 2025
Added 325.0%
|