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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
59
shares
|
$15,937
0.0% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
58
shares
|
$15,667
0.02% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
56
shares
|
$15,127
0.0% of portfolio
|
Q1 2023
Reduced 3.45%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
56
shares
|
$15,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
50
shares
|
$13,506
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
50
shares
|
$13,506
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
49
shares
|
$13,236
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
47
shares
|
$12,696
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
47
shares
|
$12,696
0.0% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
44
shares
|
$11,885
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
43
shares
|
$11,615
0.0% of portfolio
|
Q1 2025
Added 760.0%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
42
shares
|
$11,345
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
41
shares
|
$11,075
0.0% of portfolio
|
Q1 2025
Added 1950.0%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
40
shares
|
$10,805
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
38
shares
|
$10,264
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
38
shares
|
$10,264
0.01% of portfolio
|
Q1 2025
Reduced 22.45%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
37
shares
|
$9,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
34
shares
|
$9,184
0.0% of portfolio
|
Q1 2025
Added 325.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
33
shares
|
$8,914
0.0% of portfolio
|
Q1 2025
Reduced 85.84%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
30
shares
|
$8,103
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
29
shares
|
$7,833
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
29
shares
|
$7,833
0.0% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
27
shares
|
$7,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
26
shares
|
$7,023
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
24
shares
|
$6,483
0.0% of portfolio
|
Q1 2025
Reduced 17.24%
|