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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
12
shares
|
$3,896
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
12
shares
|
$3,896
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
12
shares
|
$3,896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$3,571
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
11
shares
|
$3,571
0.0% of portfolio
|
Q1 2023
Reduced 15.38%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
10
shares
|
$3,246
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
9
shares
|
$2,922
0.0% of portfolio
|
Q2 2024
Reduced 59.09%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
8
shares
|
$2,597
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
8
shares
|
$2,597
0.0% of portfolio
|
Q3 2024
Reduced 98.43%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
7
shares
|
$2,272
0.0% of portfolio
|
Q2 2022
Added 40.0%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
6
shares
|
$1,948
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
6
shares
|
$1,948
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
5
shares
|
$1,623
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5
shares
|
$1,623
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
5
shares
|
$1,623
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
4
shares
|
$1,298
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4
shares
|
$1,298
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
4
shares
|
$1,298
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
4
shares
|
$1,298
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4
shares
|
$1,298
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
3
shares
|
$974
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3
shares
|
$974
0.0% of portfolio
|
Q1 2025
Reduced 98.31%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2
shares
|
$649
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
2
shares
|
$649
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
2
shares
|
$649
0.0% of portfolio
|
Q1 2025
Added 100.0%
|