Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 794 institutions that hold shares in the stock, with a total of 41.5 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
40
shares
|
$12,545
0.01% of portfolio
|
Q3 2025
Reduced 89.74%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
38
shares
|
$11,918
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
38
shares
|
$11,918
0.0% of portfolio
|
Q3 2025
Reduced 65.77%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
37
shares
|
$11,604
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
35
shares
|
$10,977
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
34
shares
|
$10,663
0.0% of portfolio
|
Q2 2025
Added 277.78%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
34
shares
|
$10,663
0.0% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
32
shares
|
$10,036
0.0% of portfolio
|
Q3 2025
Reduced 31.91%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
32
shares
|
$10,036
0.0% of portfolio
|
Q3 2025
Reduced 25.58%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
30
shares
|
$9,409
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
30
shares
|
$9,409
0.0% of portfolio
|
Q3 2025
Added 36.36%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
29
shares
|
$9,095
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
26
shares
|
$8,154
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
24
shares
|
$7,527
0.01% of portfolio
|
Q2 2025
Reduced 36.84%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
23
shares
|
$7,213
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
22
shares
|
$6,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
22
shares
|
$6,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
21
shares
|
$6,586
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
21
shares
|
$6,586
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
21
shares
|
$6,586
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
20
shares
|
$6,272
0.0% of portfolio
|
Q4 2023
Reduced 95.34%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
19
shares
|
$5,959
0.0% of portfolio
|
Q2 2025
Reduced 20.83%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
19
shares
|
$5,959
0.0% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18
shares
|
$5,645
0.0% of portfolio
|
Q4 2023
Added 125.0%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
18
shares
|
$5,645
0.0% of portfolio
|
Q2 2025
New holding
|
|