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Heico (HEI) Institutional Ownership

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$357.08 +0.72 (+0.20%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$357.00 -0.08 (-0.02%)
As of 07/31/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
219
Total
Institutional Inflows
(last 12 months)
$762.45M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$433.82M
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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
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%
6/1/2026Integrated Investment Consultants LLC1,559$427K0.1%-21.4%0.001%
5/27/2026Alpine Woods Capital Investors LLC8,923$2.45M0.6%-18.9%0.006%
5/22/2026Groupama Asset Managment23,407$6.42M0.1%+31.3%0.017%
5/21/2026 BankChampaign National Association2,665$731K0.7%N/A0.002%
5/16/2026SummitTX 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%
5/15/2026Bradley Foster & Sargent Inc. CT1,554$426K0.0%+35.1%0.001%
5/15/2026Lombard Odier Asset Management USA Corp3,559$976K0.1%+32.0%0.003%
5/15/2026Waverly Advisors LLC4,313$1.18M0.0%+4.0%0.003%
5/15/2026Entropy Technologies LP14,629$4.01M0.2%N/A0.010%
5/14/2026Gabelli Funds LLC14,996$4.11M0.0%+3.4%0.011%
5/14/2026 Morningstar Investment Management LLC1,598$438K0.0%N/A0.001%
5/14/2026Caxton Associates LLP5,780$1.59M0.0%N/A0.004%
5/14/2026Lido Advisors LLC1,155$317K0.0%-53.7%0.001%
5/13/2026NewEdge Wealth LLC748$205K0.0%-76.0%0.001%
5/13/2026CI Investments Inc.7,569$2.08M0.0%-95.4%0.005%
5/8/2026Oslo Pensjonsforsikring AS365$100K0.0%N/A0.000%
5/8/2026 Baader Bank Aktiengesellschaft9,750$2.66M0.2%-25.0%0.007%
5/8/2026Amova 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%
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5/6/2026Jennison Associates LLC67,149$18.41M0.0%-24.3%0.048%
5/6/2026Frontier Asset Management LLC941$258K0.1%-14.8%0.001%
5/5/2026Quartz 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%
5/4/2026Emerald Advisers LLC2,787$764K0.0%+11.3%0.002%
5/4/2026 Chicago Partners Investment Group LLC1,438$386K0.0%-22.0%0.001%
5/2/2026 Pittenger & Anderson Inc.553$152K0.0%+20.2%0.000%
5/2/2026 Carnegie Investment Counsel15,571$4.27M0.1%+4.6%0.011%
4/30/2026 Equitable Trust Co.4,397$1.21M0.1%-1.0%0.003%
4/30/2026DSM Capital Partners LLC807$221K0.0%+5.4%0.001%
4/29/2026 Duncker Streett & Co. Inc.40,820$11.19M2.1%-1.2%0.029%
4/29/2026 Clare Market Investments LLC2,500$686K0.1%N/A0.002%
4/28/2026AdvisorShares Investments LLC19,865$5.45M1.0%-8.9%0.014%
4/28/2026 Koshinski Asset Management Inc.823$226K0.0%+14.5%0.001%
4/27/2026World Investment Advisors1,676$460K0.0%-4.8%0.001%
4/27/2026 Lodestar Private Asset Management LLC1,300$356K0.0%-3.7%0.001%
4/27/2026 Optas LLC888$243K0.0%-51.5%0.001%
4/24/2026 Bayban330$90K0.1%+19.6%0.000%
4/24/2026Global Trust Asset Management LLC4,380$1.20M0.5%+3.5%0.003%
4/24/2026 Wendell David Associates Inc.10,189$2.79M0.3%+54.5%0.007%
4/24/2026 Harbor Investment Advisory LLC480$132K0.0%-52.9%0.000%
4/24/2026MQS Management LLC890$244K0.2%N/A0.001%
4/23/2026 Powell Investment Advisors LLC1,517$416K0.1%+22.4%0.001%
4/22/2026 Diamant Asset Management Inc.763,647$209.39M0.7%+25,698.9%0.547%
4/22/2026Goodman Advisory Group LLC1,932$530K0.1%N/A0.001%
4/22/2026 Union Bancaire Privee UBP SA4,875$1.34M0.0%+4.3%0.003%
4/22/2026 Value Partners Investments Inc.2,958$810K0.1%+5.8%0.002%
4/21/2026Maridea Wealth Management LLC2,783$763K0.1%+20.6%0.002%
4/21/2026Silver Oak Securities Incorporated1,854$508K0.0%+5.8%0.001%
4/20/2026 Cardinal Point Capital Management ULC1,055$289K0.0%+46.5%0.001%
4/20/2026 MinichMacGregor Wealth Management LLC36,613$10.04M1.8%+14.6%0.026%
4/20/2026 Assenagon Asset Management S.A.32,389$8.88M0.0%N/A0.023%
4/18/2026 Riverbridge Partners LLC406,226$111.39M2.7%-31.1%0.291%
4/17/2026Verde Capital Management4,392$1.20M0.3%N/A0.003%
4/17/2026 CPC Advisors LLC9,187$2.52M0.4%+208.4%0.007%
4/16/2026 Baron Wealth Management LLC2,117$580K0.2%-16.5%0.002%
3/13/2026World Investment Advisors1,760$570K0.0%+10.2%0.001%
3/5/2026 Bayban276$89K0.1%N/A0.000%
3/4/2026Rehmann Capital Advisory Group1,242$402K0.0%-2.5%0.001%
2/27/2026Groupama Asset Managment17,828$5.77M0.1%-1.7%0.013%
2/26/2026Alpine Global Management LLC1,156$374K0.1%N/A0.001%
2/23/2026Virtu Financial LLC1,045$338K0.0%-80.4%0.001%
2/19/2026Birchwood Financial Partners Inc.99$32K0.0%N/A0.000%
2/18/2026Alpine Woods Capital Investors LLC10,998$3.56M0.8%-14.8%0.008%
2/18/2026EP Wealth Advisors LLC11,035$3.57M0.0%N/A0.008%
2/18/2026Coastal Bridge Advisors LLC1,246$403K0.0%+4.1%0.001%
2/18/2026nVerses Capital LLC794$257K0.6%N/A0.001%
2/18/2026VARCOV Co.855$277K0.1%N/A0.001%
2/18/2026Virtus Investment Advisers LLC6,103$1.98M0.5%+8.0%0.004%
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2/18/2026SummitTX Capital L.P.34,965$11.31M0.3%+692.7%0.025%
2/18/2026Numerai GP LLC22,765$7.37M0.9%-8.2%0.016%
2/18/2026Oxford Asset Management LLP3,666$1.19M0.5%N/A0.003%
2/18/2026Gotham Asset Management LLC38,389$12.42M0.0%+94.9%0.028%
2/18/2026Concentric Capital Strategies LP4,970$1.61M0.1%-81.0%0.004%
2/17/2026 Abel Hall LLC666$216K0.1%N/A0.000%
2/17/2026Jain Global LLC13,825$4.47M0.0%N/A0.010%
2/17/2026Hilltop Holdings Inc.1,182$382K0.0%-21.3%0.001%
2/17/2026 MinichMacGregor Wealth Management LLC31,951$10.34M1.9%+21.2%0.023%
2/17/2026Jump Financial LLC6,465$2.09M0.0%+25.4%0.005%


HEI Institutional Ownership - Frequently Asked Questions

During the previous two years, 442 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), Two Sigma Investments LP ($180.35M), Riverbridge Partners LLC ($111.39M), Bain Capital Public Equity Management II LLC ($110.50M), and EULAV Asset Management ($107.98M).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 373 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), AGF Management Ltd. ($362.63K), Freestone Grove Partners LP ($298.77K), and Munro Partners ($284.90K).

Institutional investors have bought a total of 2,481,862 shares in the last 24 months. This purchase volume represents approximately $762.45M in transactions.

Of the 133 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: Riverbridge Partners LLC ($307.15K), CI Investments Inc. ($156.47K), Fisher Asset Management LLC ($142.49K), EULAV Asset Management ($128.00K), Venturi Wealth Management LLC ($88.16K), Congress Asset Management Co. ($85.16K), and Mar Vista Investment Partners LLC ($63.60K).

Institutional investors have sold a total of 1,388,049 shares in the last 24 months. This volume of shares sold represents approximately $433.82M in transactions.


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This page (NYSE:HEI) was last updated on 8/3/2026 by MarketBeat.com Staff.
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