HEICO (HEI) Institutional Ownership

$265.86

+1.36 (+0.51%)

(As of 09/20/2024 ET)

Current Institutional Ownership Percentage: 27.12%
Number of Institutional Buyers (last 12 months): 128
Total Institutional Inflows (last 12 months): $367.91M

Number of Institutional Sellers (last 12 months): 87
Total Institutional Outflows (last 12 months): $205.33M

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HEI Institutional Buying and Selling by Quarter

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HEICO Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/19/2024	HWG Holdings LP	14,684	$3.28M	1.2%	N/A	0.011%
8/16/2024	Driehaus Capital Management LLC	193,895	$43.36M	0.4%	+66.0%	0.140%
8/15/2024	Security National Bank of SO Dak	920	$206K	0.1%	N/A	0.001%
8/15/2024	Scientech Research LLC	2,388	$534K	0.1%	N/A	0.002%
8/15/2024	AXA S.A.	101,980	$22.80M	0.1%	+11.0%	0.074%
8/14/2024	Marshall Wace LLP	9,108	$2.04M	0.0%	N/A	0.007%
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8/14/2024	Morse Asset Management Inc	6,169	$1.38M	0.3%	+3.7%	0.004%
8/13/2024	Benjamin Edwards Inc.	1,178	$263K	0.1%	-7.2%	0.001%
8/12/2024	Inspire Investing LLC	4,455	$996K	0.1%	-24.9%	0.003%
8/12/2024	XTX Topco Ltd	3,800	$850K	0.1%	-30.7%	0.003%
8/12/2024	Mark Sheptoff Financial Planning LLC	1,139	$255K	0.1%	-12.0%	0.001%
8/12/2024	LJI Wealth Management LLC	2,100	$470K	0.1%	-4.5%	0.002%
8/12/2024	Seven Eight Capital LP	1,893	$423K	0.0%	N/A	0.001%
8/12/2024	Gardner Lewis Asset Management L P	10,643	$2.38M	0.7%	-9.4%	0.008%
8/12/2024	Marsico Capital Management LLC	114,236	$25.54M	0.8%	+19.3%	0.082%
8/10/2024	Bradley Foster & Sargent Inc. CT	2,738	$612K	0.0%	-2.7%	0.002%
8/10/2024	Virtu Financial LLC	8,411	$1.88M	0.1%	+54.4%	0.006%
8/8/2024	J.W. Cole Advisors Inc.	973	$218K	0.0%	N/A	0.001%
8/8/2024	PFG Advisors	10,030	$2.24M	0.2%	-1.0%	0.007%
8/8/2024	AdvisorShares Investments LLC	32,593	$7.19M	1.3%	+7.4%	0.024%
8/7/2024	AGF Management Ltd.	949,945	$212.42M	1.2%	+61.7%	0.686%
8/7/2024	Andra AP fonden	200	$45K	0.0%	N/A	0.000%
8/7/2024	Ashton Thomas Private Wealth LLC	8,506	$1.90M	0.1%	-5.0%	0.006%
8/6/2024	Emerald Advisers LLC	2,438	$545K	0.0%	+101.8%	0.002%
8/6/2024	Caprock Group LLC	1,345	$301K	0.0%	N/A	0.001%
8/6/2024	Acadian Asset Management LLC	5,949	$1.33M	0.0%	N/A	0.004%
8/6/2024	Cross Staff Investments Inc	1,000	$224K	0.2%	N/A	0.001%
8/6/2024	Strategic Financial Concepts LLC	29,881	$67K	0.0%	N/A	0.022%
8/5/2024	Private Advisor Group LLC	12,694	$2.84M	0.0%	+1.7%	0.009%
8/2/2024	FDx Advisors Inc.	1,691	$378K	0.1%	-72.9%	0.001%
8/2/2024	Belpointe Asset Management LLC	4,046	$905K	0.1%	+96.8%	0.003%
8/2/2024	Fortis Capital Advisors LLC	4,046	$905K	0.3%	+96.8%	0.003%
8/2/2024	Privium Fund Management UK Ltd	1,062	$238K	0.1%	N/A	0.001%
8/2/2024	Wolverine Asset Management LLC	7,500	$1.68M	0.0%	-46.4%	0.005%
8/1/2024	Equitable Trust Co.	5,029	$1.13M	0.1%	-26.2%	0.004%
8/1/2024	Retireful LLC	13,790	$3.08M	1.4%	N/A	0.010%
8/1/2024	Montag A & Associates Inc.	1,497	$335K	0.0%	+20.9%	0.001%
7/31/2024	nVerses Capital LLC	200	$45K	0.0%	-81.8%	0.000%
7/31/2024	Picton Mahoney Asset Management	965	$215K	0.0%	-6.3%	0.001%
7/31/2024	Cutter & CO Brokerage Inc.	60,837	$13.60M	3.3%	-1.1%	0.044%
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7/31/2024	Duncker Streett & Co. Inc.	42,968	$9.61M	1.8%	+0.2%	0.031%
7/30/2024	Mezzasalma Advisors LLC	2,435	$544K	0.2%	-52.9%	0.002%
7/30/2024	Hantz Financial Services Inc.	445	$100K	0.0%	N/A	0.000%
7/30/2024	Vantage Investment Partners LLC	120,713	$26.99M	2.4%	N/A	0.087%
7/29/2024	Panagora Asset Management Inc.	1,653	$370K	0.0%	-68.3%	0.001%
7/26/2024	K.J. Harrison & Partners Inc	21,540	$4.82M	0.8%	+16.2%	0.016%
7/26/2024	ARK Investment Management LLC	16,081	$3.60M	0.0%	-6.9%	0.012%
7/26/2024	Hyman Charles D	94,910	$21.22M	1.2%	-0.7%	0.069%
7/25/2024	MinichMacGregor Wealth Management LLC	34,507	$7.72M	1.9%	-2.8%	0.025%
7/25/2024	Calamos Advisors LLC	8,163	$1.83M	0.0%	+49.5%	0.006%
7/25/2024	Calamos Wealth Management LLC	1,560	$349K	0.0%	+14.7%	0.001%
7/25/2024	Moody Lynn & Lieberson LLC	4,113	$920K	0.1%	+63.1%	0.003%
7/25/2024	RPS Advisory Solutions LLC	1,068	$239K	0.2%	N/A	0.001%
7/24/2024	Avalon Capital Management	3,613	$808K	0.3%	+3.5%	0.003%
7/23/2024	American National Bank	295	$66K	0.0%	N/A	0.000%
7/23/2024	Essex LLC	1,155	$258K	0.1%	-4.1%	0.001%
7/22/2024	Sanibel Captiva Trust Company Inc.	923	$206K	0.0%	N/A	0.001%
7/22/2024	Carnegie Investment Counsel	15,001	$3.35M	0.1%	-2.1%	0.011%
7/20/2024	Hennion & Walsh Asset Management Inc.	2,444	$547K	0.0%	+52.0%	0.002%
7/19/2024	MONECO Advisors LLC	909	$203K	0.0%	N/A	0.001%
7/19/2024	TCW Group Inc.	200,008	$44.72M	0.4%	+3.0%	0.144%
7/18/2024	Center for Financial Planning Inc.	233	$52K	0.0%	N/A	0.000%
7/18/2024	Sawgrass Asset Management LLC	39,248	$8.78M	1.0%	-2.4%	0.028%
7/17/2024	Riverbridge Partners LLC	1,000,883	$223.81M	3.0%	-10.2%	0.723%
7/17/2024	Clear Harbor Asset Management LLC	22,845	$5.11M	0.4%	+0.4%	0.016%
7/17/2024	FSC Wealth Advisors LLC	325	$73K	0.1%	N/A	0.000%
7/16/2024	PGGM Investments	26,223	$5.86M	0.1%	-26.8%	0.019%
7/16/2024	Sequoia Financial Advisors LLC	1,053	$235K	0.0%	N/A	0.001%
7/12/2024	Gateway Investment Advisers LLC	54,666	$12.22M	0.1%	+1.6%	0.039%
7/12/2024	Bath Savings Trust Co	43,202	$9.66M	1.0%	-5.8%	0.031%
7/11/2024	Gunderson Capital Management Inc.	11,753	$2.63M	1.1%	N/A	0.008%
7/11/2024	Smith Anglin Financial LLC	952	$213K	0.0%	N/A	0.001%
7/10/2024	Csenge Advisory Group	1,723	$385K	0.0%	-4.4%	0.001%
7/10/2024	Founders Capital Management	619	$138K	0.1%	N/A	0.000%
7/10/2024	Linden Thomas Advisory Services LLC	6,577	$1.47M	0.2%	-19.6%	0.005%
7/9/2024	Dudley & Shanley Inc.	19,550	$4.37M	0.8%	+6.3%	0.014%
5/30/2024	EULAV Asset Management	352,093	$67.25M	1.8%	+23.4%	0.254%
5/28/2024	Verity Asset Management Inc.	6,400	$1.22M	0.7%	+2.2%	0.005%
5/24/2024	PGGM Investments	35,843	$6.85M	0.1%	-8.6%	0.026%
5/20/2024	Virtu Financial LLC	5,449	$1.04M	0.1%	+148.8%	0.004%
5/17/2024	Motley Fool Asset Management LLC	1,897	$362K	0.0%	-3.1%	0.001%
5/16/2024	Silvercrest Asset Management Group LLC	12,204	$2.33M	0.0%	+13.0%	0.009%
5/15/2024	Morse Asset Management Inc	5,948	$1.14M	0.3%	N/A	0.004%
5/15/2024	Lazard Asset Management LLC	1,673,052	$319.55M	0.4%	-1.3%	1.209%
5/15/2024	Quadrature Capital Ltd	14,641	$2.80M	0.0%	N/A	0.011%
5/14/2024	Capital World Investors	3,225,091	$615.99M	0.1%	-1.6%	2.331%
5/14/2024	Capital International Ltd. CA	30,335	$5.79M	0.3%	+2.7%	0.022%
5/14/2024	Advisors Asset Management Inc.	15,926	$3.04M	0.1%	+3.6%	0.012%
5/13/2024	Alerus Financial NA	39,816	$7.61M	0.6%	-1.4%	0.029%
5/11/2024	Bahl & Gaynor Inc.	3,758	$718K	0.0%	-1.7%	0.003%
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5/10/2024	Glaxis Capital Management LLC	7,000	$1.34M	2.5%	N/A	0.005%
5/9/2024	Element Capital Management LLC	5,293	$1.01M	0.7%	N/A	0.004%
5/9/2024	Picton Mahoney Asset Management	1,030	$196K	0.0%	-18.3%	0.001%
5/9/2024	Fortis Capital Advisors LLC	2,056	$393K	0.2%	N/A	0.001%
5/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	2,771	$529K	0.0%	-45.3%	0.002%
5/8/2024	Entropy Technologies LP	3,090	$590K	0.1%	+91.9%	0.002%
5/8/2024	Motley Fool Asset Management LLC	7,588	$1.45M	0.0%	+287.7%	0.005%
5/8/2024	Avantax Advisory Services Inc.	1,437	$275K	0.0%	+12.9%	0.001%
5/8/2024	Qsemble Capital Management LP	2,551	$487K	0.1%	-21.6%	0.002%
5/8/2024	Inspire Investing LLC	5,934	$1.13M	0.1%	-0.8%	0.004%

(Data available from 1/1/2016 forward)

HEI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEI shares?: During the previous two years, 260 institutional investors and hedge funds held shares of HEICO. The most heavily invested institutionals were Triasima Portfolio Management inc. ($1.69B), Capital World Investors ($615.99M), Lazard Asset Management LLC ($319.55M), Riverbridge Partners LLC ($223.81M), AGF Management Ltd. ($212.42M), Federated Hermes Inc. ($101.44M), and EULAV Asset Management ($67.25M).Learn more on HEI's institutional investors.
What percentage of HEICO stock is owned by institutional investors?: 27.12% of HEICO stock is owned by institutional investors. Learn more on HEI's institutional investor holdings.
Which institutional investors have been buying HEICO stock?: Of the 207 institutional investors that purchased HEICO stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AGF Management Ltd. ($378.83K), Capital World Investors ($311.30K), EULAV Asset Management ($236.81K), Two Sigma Investments LP ($211.90K), Riverbridge Partners LLC ($201.86K), Two Sigma Advisers LP ($182.78K), and Zeno Equity Partners LLP ($161.71K).

How much institutional buying is happening at HEICO?: Institutional investors have bought a total of 3,370,541 shares in the last 24 months. This purchase volume represents approximately $603.60M in transactions.
Which HEICO major shareholders have been selling company stock?: Of the 132 institutional investors that sold HEICO stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($421.58K), Riverbridge Partners LLC ($372.82K), Peregrine Capital Management LLC ($318.45K), Scopus Asset Management L.P. ($140.57K), Jennison Associates LLC ($118.27K), Capital World Investors ($75.44K), and First Trust Advisors LP ($65.59K).
How much institutional selling is happening at HEICO?: Institutional investors have sold a total of 2,159,158 shares in the last 24 months. This volume of shares sold represents approximately $366.64M in transactions.