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Heico (HEI) Institutional Ownership

Heico logo
$355.49 +4.91 (+1.40%)
As of 08/21/2026 03:58 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)
228
Total
Institutional Inflows
(last 12 months)
$925.35M
Number of
Institutional Sellers
(last 12 months)
115
Total
Institutional Outflows
(last 12 months)
$568.67M
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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
8/22/2026 Strive Financial Group LLC494$176K0.1%N/A0.000%
8/22/2026 Syon Capital LLC1,120$399K0.0%-25.1%0.001%
8/21/2026 Safeguard Investment Advisory Group LLC6,541$2.33M0.5%N/A0.005%
8/21/2026 Nykredit A S39,763$14.16M0.0%N/A0.028%
8/21/2026 B. Metzler seel. Sohn & Co. AG8,640$3.08M0.0%-49.1%0.006%
8/21/2026 XML Financial LLC574$205K0.0%-40.0%0.000%
8/21/2026 Ironvine Capital Partners LLC33,868$12.06M1.1%-87.4%0.024%
8/20/2026 Rehmann Capital Advisory Group1,122$400K0.0%-4.2%0.001%
8/20/2026 Flputnam Investment Management Co.600$214K0.0%N/A0.000%
8/20/2026 Rational Advisors Inc.4,600$1.64M0.2%+15.0%0.003%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC550,942$196.24M0.0%-41.5%0.394%
8/19/2026 Navellier & Associates Inc.2,564$913K0.1%+24.2%0.002%
8/19/2026 Archer Investment Corp936$333K0.0%N/A0.001%
8/18/2026 Fulcrum Asset Management LLP8,738$3.06M0.3%N/A0.006%
8/18/2026 Liontrust Investment Partners LLP83,537$29.74M0.4%N/A0.060%
8/18/2026 Dearborn Partners LLC1,348$480K0.0%N/A0.001%
8/18/2026Jefferies Financial Group Inc.3,639$1.30M0.0%+64.8%0.003%
8/18/2026 Public Employees Retirement System of Ohio21,699$5.60M0.0%N/A0.016%
8/18/2026 Public Employees Retirement System of Ohio30,237$10.77M0.0%-12.3%0.022%
8/17/2026 Capstone Investment Advisors LLC1,030$367K0.0%N/A0.001%
8/17/2026 Strive Financial Group LLC494$176K0.1%N/A0.000%
8/17/2026 Parvin Asset Management LLC406$145K0.1%N/A0.000%
8/15/2026 Freestone Grove Partners LP141,150$50.28M0.3%N/A0.101%
8/15/2026 J. Goldman & Co LP21,810$7.77M0.2%N/A0.016%
8/14/2026 PDT Partners LLC10,971$3.91M0.2%N/A0.008%
8/14/2026 Osterweis Capital Management Inc.227$81K0.0%N/A0.000%
8/14/2026 Van Hulzen Asset Management LLC1,210$431K0.0%N/A0.001%
8/13/2026 Portland Investment Counsel Inc.2,792$994K0.3%N/A0.002%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.35,915$12.79M0.0%N/A0.026%
8/13/2026 Clear Harbor Asset Management LLC27,015$9.62M0.6%N/A0.019%
8/12/2026 Weitz Investment Management Inc.204,479$52.74M3.7%N/A0.146%
8/12/2026 Quantbot Technologies LP4,864$1.73M0.1%N/A0.003%
8/12/2026 George Kaiser Family Foundation1,300$463K0.0%N/A0.001%
8/12/2026 Sumitomo Life Insurance Co.5,927$2.11M0.0%N/A0.004%
8/11/2026 Silvant Capital Management LLC26,347$9.39M0.3%N/A0.019%
8/11/2026 PCM Encore LLC695$247K0.0%N/A0.000%
8/11/2026 Vise Technologies Inc.924$329K0.0%N/A0.001%
8/11/2026 Somerville Kurt F1,474$380K0.1%N/A0.001%
8/11/2026 Quartz Partners LLC2,210$787K0.3%N/A0.002%
8/10/2026 Csenge Advisory Group1,409$502K0.0%N/A0.001%
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8/10/2026 Tocqueville Asset Management L.P.868$309K0.0%N/A0.001%
8/10/2026 NewEdge Wealth LLC783$279K0.0%N/A0.001%
8/10/2026 Chancellor Financial Group WB LP3,273$1.17M0.7%N/A0.002%
8/8/2026 Alpine Woods Capital Investors LLC8,953$3.19M0.7%N/A0.006%
8/7/2026 K.J. Harrison & Partners Inc12,000$4.27M0.6%N/A0.009%
8/7/2026 Perigon Wealth Management LLC4,665$1.66M0.0%N/A0.003%
8/7/2026 Plato Investment Management Ltd5,696$1.55M0.1%N/A0.004%
8/6/2026 Flputnam Investment Management Co.600$214K0.0%N/A0.000%
8/6/2026 Bank of New York Mellon Corp152,689$54.39M0.0%N/A0.109%
8/6/2026 Private Advisory Group LLC981$349K0.0%N/A0.001%
8/6/2026 Frontier Asset Management LLC941$275K0.0%N/A0.001%
8/6/2026 GSA Capital Partners LLP3,004$1.07M0.1%N/A0.002%
8/6/2026 Maridea Wealth Management LLC3,167$1.13M0.1%N/A0.002%
7/25/2026 Oak Ridge Investments LLC1,169$416K0.0%-7.3%0.001%
7/25/2026 Freedom Day Solutions LLC9,656$3.44M0.8%-0.3%0.007%
7/24/2026 Barrett & Company Inc.2,812$1.00M0.3%+75.0%0.002%
7/24/2026 CPC Advisors LLC9,366$3.34M0.4%+1.9%0.007%
7/24/2026 Avidian Wealth Enterprises LLC791$282K0.0%N/A0.001%
7/24/2026 XML Financial LLC574$205K0.0%-40.0%0.000%
7/24/2026 EverSource Wealth Advisors LLC708$252K0.0%-49.4%0.001%
7/23/2026 BankChampaign National Association2,834$1.01M0.8%+6.3%0.002%
7/23/2026 SBI Securities Co. Ltd.442$157K0.0%-12.5%0.000%
7/22/2026 SBI Okasan Asset Management Co.Ltd.3,600$1.26M0.0%N/A0.003%
7/21/2026 Athena Wealth Management LLC941$335K0.2%N/A0.001%
7/21/2026 Gateway Investment Advisers LLC20,540$7.32M0.1%+0.5%0.015%
7/20/2026 Venturi Wealth Management LLC3,134$1.12M0.0%-96.6%0.002%
7/20/2026 Moody Lynn Lieberson & Walker LLC5,413$1.93M0.1%+6.5%0.004%
7/9/2026 Hennion & Walsh Asset Management Inc.11,937$4.25M0.1%+6.6%0.009%
7/8/2026 Red Spruce Capital LLC1,657$590K0.2%+38.4%0.001%
7/7/2026 Mirador Capital Partners LP5,742$2.05M0.3%+1.2%0.004%
7/7/2026 Carderock Capital Management Inc.40,081$14.28M3.1%+6.8%0.029%
7/2/2026 CX Institutional832$295K0.0%-4.1%0.001%
6/22/2026 Sapient Capital LLC922$253K0.0%N/A0.001%
6/1/2026 Integrated Investment Consultants LLC1,559$427K0.1%-21.4%0.001%
5/27/2026 Alpine Woods Capital Investors LLC8,923$2.45M0.6%-18.9%0.006%
5/22/2026 Groupama Asset Managment23,407$6.42M0.1%+31.3%0.017%
5/21/2026 BankChampaign National Association2,665$731K0.7%N/A0.002%
5/16/2026 SummitTX Capital L.P.18,929$5.19M0.2%-45.9%0.014%
5/15/2026 Themes Management Co LLC2,007$550K0.3%+69.7%0.001%
5/15/2026 Bradley Foster & Sargent Inc. CT1,554$426K0.0%+35.1%0.001%
5/15/2026 Lombard Odier Asset Management USA Corp3,559$976K0.1%+32.0%0.003%
5/15/2026 Waverly Advisors LLC4,313$1.18M0.0%+4.0%0.003%
5/15/2026 Entropy Technologies LP14,629$4.01M0.2%N/A0.010%
5/14/2026 Gabelli Funds LLC14,996$4.11M0.0%+3.4%0.011%
5/14/2026 Morningstar Investment Management LLC1,598$438K0.0%N/A0.001%
5/14/2026 Caxton Associates LLP5,780$1.59M0.0%N/A0.004%
5/14/2026 Lido Advisors LLC1,155$317K0.0%-53.7%0.001%
5/13/2026 NewEdge Wealth LLC748$205K0.0%-76.0%0.001%
5/13/2026 CI Investments Inc.7,569$2.08M0.0%-95.4%0.005%
5/8/2026 Oslo Pensjonsforsikring AS365$100K0.0%N/A0.000%
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5/8/2026 Baader Bank Aktiengesellschaft9,750$2.66M0.2%-25.0%0.007%
5/8/2026 Amova Asset Management Americas Inc.27,049$7.42M0.1%+80.8%0.019%
5/7/2026 Mediolanum International Funds Ltd14,529$3.85M0.0%+119.1%0.010%
5/6/2026 Jennison Associates LLC67,149$18.41M0.0%-24.3%0.048%
5/6/2026 Frontier Asset Management LLC941$258K0.1%-14.8%0.001%
5/5/2026 Quartz Partners LLC2,251$617K0.2%-2.2%0.002%
5/5/2026Fortress Financial Solutions LLC1,796$493K0.5%+2.8%0.001%
5/4/2026 ABC Arbitrage SA7,276$2.00M0.3%N/A0.005%
5/4/2026 Emerald Advisers LLC2,787$764K0.0%+11.3%0.002%
5/4/2026 Chicago Partners Investment Group LLC1,438$386K0.0%-22.0%0.001%


HEI Institutional Ownership - Frequently Asked Questions

During the previous two years, 457 institutional investors and hedge funds held shares of Heico. The most heavily invested institutionals were Wealthfront Advisers LLC ($5.29B), American Century Companies Inc. ($248.48M), Diamant Asset Management Inc. ($209.39M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($196.24M), Two Sigma Investments LP ($180.35M), Riverbridge Partners LLC ($111.39M), and Bain Capital Public Equity Management II LLC ($110.50M).Learn more on Heico's institutional investors.

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

Of the 389 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), Diamant Asset Management Inc. ($760.69K), American Century Companies Inc. ($488.92K), Bain Capital Public Equity Management II LLC ($464.81K), Freestone Grove Partners LP ($439.92K), Munro Partners ($284.90K), and Congress Asset Management Co. ($243.09K).

Institutional investors have bought a total of 2,906,056 shares in the last 24 months. This purchase volume represents approximately $925.35M in transactions.

Of the 115 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: UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($390.85K), Riverbridge Partners LLC ($307.15K), Ironvine Capital Partners LLC ($234.92K), CI Investments Inc. ($156.47K), EULAV Asset Management ($128.00K), Venturi Wealth Management LLC ($88.16K), and Congress Asset Management Co. ($85.16K).

Institutional investors have sold a total of 1,745,076 shares in the last 24 months. This volume of shares sold represents approximately $568.67M in transactions.


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Institutional ownership data for NYSE:HEI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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