Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 771 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
21
shares
|
$6,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
21
shares
|
$6,572
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
20
shares
|
$6,259
0.0% of portfolio
|
Q4 2023
Reduced 95.34%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
19
shares
|
$5,946
0.0% of portfolio
|
Q2 2025
Reduced 20.83%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
19
shares
|
$5,946
0.0% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
18
shares
|
$5,633
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18
shares
|
$5,633
0.0% of portfolio
|
Q4 2023
Added 125.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
17
shares
|
$5,320
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
17
shares
|
$5,320
0.0% of portfolio
|
Q1 2023
Reduced 26.09%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
17
shares
|
$5,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
15
shares
|
$4,694
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
15
shares
|
$4,694
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
15
shares
|
$4,694
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
14
shares
|
$4,381
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
13
shares
|
$4,068
0.0% of portfolio
|
Q1 2024
Added 44.44%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
13
shares
|
$4,068
0.0% of portfolio
|
Q2 2025
Reduced 18.75%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
11
shares
|
$3,442
0.0% of portfolio
|
Q1 2023
Reduced 15.38%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$3,442
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
10
shares
|
$3,129
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
10
shares
|
$3,129
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
10
shares
|
$3,129
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
8
shares
|
$2,503
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
8
shares
|
$2,503
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
8
shares
|
$2,503
0.0% of portfolio
|
Q2 2025
Reduced 98.88%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
7
shares
|
$2,190
0.0% of portfolio
|
Q2 2022
Added 40.0%
|