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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
23
shares
|
$6,212
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
21
shares
|
$5,672
0.0% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
21
shares
|
$5,672
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
21
shares
|
$5,672
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
20
shares
|
$5,402
0.0% of portfolio
|
Q4 2023
Reduced 95.34%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18
shares
|
$4,862
0.0% of portfolio
|
Q4 2023
Added 125.0%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
17
shares
|
$4,592
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
17
shares
|
$4,592
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
17
shares
|
$4,592
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
17
shares
|
$4,592
0.0% of portfolio
|
Q1 2023
Reduced 26.09%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
17
shares
|
$4,592
0.0% of portfolio
|
Q1 2025
Added 750.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
16
shares
|
$4,322
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
15
shares
|
$4,051
0.0% of portfolio
|
Q4 2024
Reduced 96.51%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
15
shares
|
$4,051
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
15
shares
|
$4,051
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
15
shares
|
$4,051
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
14
shares
|
$3,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
13
shares
|
$3,511
0.0% of portfolio
|
Q1 2024
Added 44.44%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
13
shares
|
$3,511
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
12
shares
|
$3,241
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
12
shares
|
$3,241
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
12
shares
|
$3,241
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$2,971
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
11
shares
|
$2,971
0.0% of portfolio
|
Q1 2023
Reduced 15.38%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
10
shares
|
$2,701
0.0% of portfolio
|
Q4 2024
Added 11.11%
|