Institutional Ownership Heico Corp (HEI)
This table provides information about the institutional ownership of Heico Corp (HEI). We have compiled data on the 629 institutions that hold shares in the stock, with a total of 38.3 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone Run Capital, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,681
shares
|
$11.4 Million
4.15% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
42,615
shares
|
$11.4 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
42,608
shares
|
$11.4 Million
1.13% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
39,309
shares
|
$10.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
38,623
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
38,375
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Added 899.35%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 08, 2024 Q3 2024 |
37,752
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
37,635
shares
|
$10.1 Million
1.03% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Carderock Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
37,261
shares
|
$9.98 Million
2.39% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
36,867
shares
|
$9.88 Million
0.74% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
35,299
shares
|
$9.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 72.55%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
33,121
shares
|
$8.88 Million
1.72% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
33,018
shares
|
$8.85 Million
1.94% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
32,893
shares
|
$8.81 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
32,179
shares
|
$8.62 Million
0.12% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
31,152
shares
|
$8.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
30,932
shares
|
$8.29 Million
0.0% of portfolio
|
Q3 2024
Added 1156.89%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,700
shares
|
$8.23 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,692
shares
|
$8.22 Million
0.24% of portfolio
|
Q3 2024
Reduced 49.17%
|
|
|
Kp Management LLC
Edina, MN |
Oct 24, 2024 Q3 2024 |
29,750
shares
|
$7.97 Million
2.51% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
29,055
shares
|
$7.79 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Scopus Asset Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,450
shares
|
$7.62 Million
0.14% of portfolio
|
Q3 2024
Reduced 18.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
28,118
shares
|
$7.53 Million
0.0% of portfolio
|
Q3 2024
Added 65.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
27,936
shares
|
$7.49 Million
0.16% of portfolio
|
Q2 2024
Added 7.71%
|
|
|
Pinnbrook Capital Management LP
|
Nov 13, 2024 Q3 2024 |
27,120
shares
|
$7.27 Million
1.06% of portfolio
|
Q3 2024
Added 22.06%
|