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Heico (HEI) Institutional Ownership

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$306.79 -0.58 (-0.19%)
Closing price 10/17/2025 03:59 PM Eastern
Extended Trading
$306.98 +0.19 (+0.06%)
As of 10/17/2025 07:41 PM Eastern
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Institutional Ownership Changes (13F Filings) for Heico (NYSE:HEI)

Current
Institutional Ownership
Percentage
27.12%
Number of
Institutional Buyers
(last 12 months)
252
Total
Institutional Inflows
(last 12 months)
$6.10B
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$534.37M
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HEI Institutional Buying and Selling by Quarter

Heico Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2025Carderock Capital Management Inc.36,978$11.94M2.9%+3.0%0.027%
10/17/2025Perigon Wealth Management LLC4,267$1.38M0.0%N/A0.003%
10/16/2025 Carnegie Investment Counsel14,986$4.84M0.1%-0.3%0.011%
10/16/2025 MBL Wealth LLC1,772$572K0.0%N/A0.001%
10/15/2025 Alpine Woods Capital Investors LLC12,911$4.17M1.0%+0.4%0.009%
10/15/2025 World Investment Advisors1,597$516K0.0%-4.0%0.001%
10/15/2025 Value Partners Investments Inc.2,658$858K0.1%+4.2%0.002%
10/15/2025 Optas LLC900$291K0.0%+17.5%0.001%
10/15/2025 Munro Partners197,633$63.80M1.7%+8.5%0.142%
10/14/2025 Riverbridge Partners LLC653,205$210.87M3.6%-8.4%0.469%
10/10/2025 CHICAGO TRUST Co NA3,228$1.04M0.1%-5.8%0.002%
10/10/2025 Trust Point Inc.2,809$907K0.1%-1.2%0.002%
10/10/2025 Congress Asset Management Co.272,483$87.96M0.6%-11.7%0.196%
10/9/2025 Bath Savings Trust Co44,852$14.48M1.4%-0.4%0.032%
10/9/2025 Voya Financial Advisors Inc.4,632$1.47M0.1%-4.5%0.003%
10/9/2025 Embree Financial Group4,103$1.32M0.2%+1.9%0.003%
10/8/2025 Dudley & Shanley Inc.19,500$6.30M1.0%-0.3%0.014%
10/7/2025 Assenagon Asset Management S.A.18,505$5.97M0.0%N/A0.013%
10/7/2025 Union Bancaire Privee UBP SA4,222$1.36M0.0%+13.1%0.003%
10/7/2025 Mirador Capital Partners LP5,052$1.63M0.2%+11.5%0.004%
10/6/2025 New England Research & Management Inc.1,225$395K0.2%N/A0.001%
10/1/2025 Praxis Investment Management Inc.12,282$3.97M0.2%+39.1%0.009%
8/29/2025Centaurus Financial Inc.521$171K0.0%-21.2%0.000%
8/27/2025 Munro Partners182,073$59.72M1.9%N/A0.131%
8/19/2025Advisory Services Network LLC1,684$550K0.0%-2.5%0.001%
8/18/2025KP Management LLC28,750$9.43M3.0%-33.5%0.021%
8/18/2025Caxton Associates LLP5,958$1.95M0.0%N/A0.004%
8/16/2025Nikko Asset Management Americas Inc.15,948$5.23M0.1%-0.9%0.011%
8/16/2025Evergreen Capital Management LLC1,121$368K0.0%+30.5%0.001%
8/15/2025Tower Research Capital LLC TRC 280$92K0.0%-30.7%0.000%
8/15/2025 Voya Financial Advisors Inc.4,851$1.58M0.2%-2.2%0.003%
8/15/2025Teza Capital Management LLC660$216K0.2%-21.8%0.000%
8/15/2025Snowden Capital Advisors LLC4,291$1.41M0.0%-14.7%0.003%
8/15/2025Sandler Capital Management3,594$1.18M0.3%N/A0.003%
8/15/2025IHT Wealth Management LLC5,717$1.88M0.1%+2.1%0.004%
8/15/2025Benjamin Edwards Inc.6,724$2.21M0.0%-0.5%0.005%
8/15/2025BI Asset Management Fondsmaeglerselskab A S4,794$1.57M0.0%+10.8%0.003%
8/15/2025Banque Transatlantique SA185$61K0.0%-26.9%0.000%
8/14/2025Connecticut Wealth Management LLC1,874$615K0.0%-2.2%0.001%
8/14/2025PDT Partners LLC39,019$12.80M0.7%+52.6%0.028%
8/14/2025Worldquant Millennium Advisors LLC7,128$2.34M0.0%N/A0.005%
8/14/2025One Madison Group LLC120,000$39.36M4.1%-7.7%0.086%
8/14/2025Investment House LLC775$254K0.0%-8.8%0.001%
8/14/2025AXA S.A.96,680$31.71M0.1%-5.9%0.070%
8/14/2025Lombard Odier Asset Management USA Corp9,181$3.01M0.2%+54.8%0.007%
8/14/2025Baker Avenue Asset Management LP1,393$457K0.0%+7.9%0.001%
8/13/2025Gabelli Funds LLC16,952$5.56M0.0%-34.9%0.012%
8/13/2025Jump Financial LLC19,492$6.39M0.1%N/A0.014%
8/13/2025Capula Management Ltd1,900$623K0.0%N/A0.001%
8/13/2025Qtron Investments LLC4,064$1.33M0.2%+31.4%0.003%
8/13/2025Cresset Asset Management LLC5,578$1.83M0.0%-19.5%0.004%
8/13/2025CW Advisors LLC29,646$9.72M0.1%+648.3%0.021%
8/13/2025AMJ Financial Wealth Management35,220$11.55M2.9%N/A0.025%
8/13/2025Westerkirk Capital Inc.2,250$738K0.1%N/A0.002%
8/13/2025Quantbot Technologies LP37,326$12.24M0.3%+80.7%0.027%
8/13/2025Fisher Asset Management LLC336,847$110.49M0.0%-22.3%0.242%
8/13/2025Claret Asset Management Corp714$234K0.0%-18.3%0.001%
8/13/2025Virtus Advisers LLC390$128K0.2%N/A0.000%
8/13/2025Dixon Mitchell Investment Counsel Inc.201,173$65.99M2.6%+3.8%0.145%
8/13/2025Virtus Investment Advisers LLC5,632$1.85M0.6%-6.8%0.004%
8/13/2025Capital Fund Management S.A.11,819$3.88M0.0%-50.7%0.008%
8/13/2025Groupama Asset Managment14,627$4.76M0.0%+1.3%0.011%
8/13/2025Quadrant Capital Group LLC1,208$396K0.0%-6.3%0.001%
8/13/2025Vinva Investment Management Ltd14,323$4.70M0.1%+849.8%0.010%
8/12/2025Inceptionr LLC5,478$1.80M0.4%+13.4%0.004%
8/12/2025J.W. Cole Advisors Inc.1,221$401K0.0%+41.6%0.001%
8/12/2025Advisors Asset Management Inc.22,736$7.46M0.1%+10.8%0.016%
8/12/2025Aviso Financial Inc.8,433$2.77M0.1%+5.1%0.006%
8/12/2025Coldstream Capital Management Inc.1,172$384K0.0%-38.8%0.001%
8/12/2025Cynosure Group LLC1,564$513K0.1%+22.3%0.001%
8/12/2025American Century Companies Inc.528,145$173.23M0.1%+68.9%0.380%
8/12/2025Mediolanum International Funds Ltd6,315$2.06M0.0%+6.0%0.005%
8/12/2025Entropy Technologies LP2,026$665K0.1%-69.9%0.001%
8/12/2025Marsico Capital Management LLC99,287$32.57M0.9%+13.8%0.071%
8/12/2025Bank Julius Baer & Co. Ltd Zurich63,372$20.79M0.3%-9.9%0.046%
8/12/2025Prudential PLC3,577$1.17M0.0%-6.7%0.003%
8/12/2025Dynamic Technology Lab Private Ltd3,310$1.09M0.1%N/A0.002%
8/12/2025Telligent Fund LP6,500$2.13M1.9%N/A0.005%
8/11/2025FineMark National Bank & Trust1,396$458K0.0%+36.7%0.001%
8/11/2025Inspire Advisors LLC2,175$713K0.1%N/A0.002%
8/11/2025WBI Investments LLC4,191$1.38M0.4%N/A0.003%
8/11/2025PAX Financial Group LLC900$295K0.1%-25.7%0.001%
8/11/2025Semanteon Capital Management LP4,699$1.54M2.3%-18.5%0.003%
8/11/2025Mar Vista Investment Partners LLC47,482$15.57M1.2%-57.0%0.034%
8/8/2025Rockefeller Capital Management L.P.60,786$19.94M0.1%-1.3%0.044%
8/8/2025Kingsview Wealth Management LLC937$307K0.0%N/A0.001%
8/8/2025SG Capital Management LLC9,782$3.21M0.2%-69.1%0.007%
8/8/2025Thoroughbred Financial Services LLC6,214$2.04M0.1%-35.6%0.004%
8/8/2025Pinnbrook Capital Management LP24,608$8.07M0.9%-38.8%0.018%
8/8/2025ABC Arbitrage SA2,099$688K0.1%-75.8%0.002%
8/8/2025SBI Securities Co. Ltd.556$182K0.0%-15.0%0.000%
8/7/2025Avalon Capital Management3,895$1.28M0.3%+0.9%0.003%
8/7/2025Montag A & Associates Inc.851$279K0.0%-31.3%0.001%
8/7/2025PFG Advisors15,051$4.94M0.2%+22.1%0.011%
8/6/2025AGF Management Ltd.10,986$3.60M0.0%-8.3%0.008%
8/6/2025Fox Run Management L.L.C.6,079$1.99M0.3%N/A0.004%
8/6/2025 Nvwm LLC3,626$1.19M0.3%N/A0.003%
8/6/2025Andra AP fonden200$66K0.0%N/A0.000%
8/6/2025Asahi Life Asset Management CO. LTD.1,305$428K0.2%N/A0.001%
8/6/2025Ovata Capital Management Ltd5,000$1.64M0.4%N/A0.004%
(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, 406 institutional investors and hedge funds held shares of Heico. The most heavily invested institutionals were Wealthfront Advisers LLC ($5.29B), Capital World Investors ($615.99M), Lazard Asset Management LLC ($319.55M), Riverbridge Partners LLC ($210.87M), American Century Companies Inc. ($173.23M), EULAV Asset Management ($123.36M), and Bain Capital Public Equity Management II LLC ($110.50M).Learn more on Heico's institutional investors.

What percentage of Heico's stock is owned by institutional investors?

27.12% of Heico's stock is owned by institutional investors. Learn more on HEI's institutional investor holdings.

Which institutional investors have been buying Heico's stock?

Of the 326 institutional investors that purchased Heico's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthfront Advisers LLC ($22.22M), Bain Capital Public Equity Management II LLC ($464.81K), AGF Management Ltd. ($378.83K), Capital World Investors ($311.30K), Freestone Grove Partners LP ($298.77K), American Century Companies Inc. ($247.36K), and Congress Asset Management Co. ($243.09K).

How much institutional buying is happening at Heico?

Institutional investors have bought a total of 25,237,795 shares in the last 24 months. This purchase volume represents approximately $6.10B in transactions.

Which of Heico's major shareholders have been selling company stock?

Of the 136 institutional investors that sold Heico's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: American Century Companies Inc. ($359.60K), Riverbridge Partners LLC ($258.73K), Jennison Associates LLC ($185.96K), Loomis Sayles & Co. L P ($119.40K), Lord Abbett & CO. LLC ($100.94K), Fisher Asset Management LLC ($96.74K), and Royce & Associates LP ($96.36K).

How much institutional selling is happening at Heico?

Institutional investors have sold a total of 1,997,444 shares in the last 24 months. This volume of shares sold represents approximately $534.37M in transactions.


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This page (NYSE:HEI) was last updated on 10/18/2025 by MarketBeat.com Staff
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