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HEICO (HEI) Institutional Ownership

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$206.46
-0.36 (-0.17%)
(As of 04/26/2024 ET)
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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)
123
Total
Institutional Inflows
(last 12 months)
$276.71M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$196.84M
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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
4/27/2024K.J. Harrison & Partners Inc18,540$3.54M0.5%+11.7%0.013%
4/26/2024Riverbridge Partners LLC1,114,372$212.85M2.6%-2.7%0.805%
4/26/2024Peregrine Capital Management LLC6,967$1.33M0.0%-95.5%0.005%
4/23/2024 Bell Bank9,822$1.88M0.2%-10.1%0.007%
4/23/2024 Carderock Capital Management Inc.32,926$6.29M1.8%+16.1%0.024%
4/23/2024 Moody Lynn & Lieberson LLC2,522$482K0.0%+5.3%0.002%
4/23/2024 Duncker Streett & Co. Inc.42,901$8.19M1.6%+2.2%0.031%
4/22/2024 Zeno Equity Partners LLP161,570$30.86M6.8%+154.3%0.117%
4/22/2024Ashton Thomas Private Wealth LLC8,951$1.71M0.1%-2.3%0.006%
4/20/2024 Mezzasalma Advisors LLC5,166$987K0.5%-25.4%0.004%
4/19/2024 Dudley & Shanley Inc.18,400$3.51M0.6%+24.0%0.013%
4/17/2024 Avalon Capital Management3,490$667K0.3%+103.3%0.003%
4/17/2024 Hennion & Walsh Asset Management Inc.1,608$307K0.0%N/A0.001%
4/12/2024 Gateway Investment Advisers LLC53,781$10.27M0.1%+3.3%0.039%
4/11/2024 Meyer Handelman Co.5,613$1.07M0.0%N/A0.004%
4/8/2024 Bath Savings Trust Co45,844$8.76M0.9%-0.5%0.033%
3/27/2024Nomura Holdings Inc.5,016$897K0.0%N/A0.004%
3/5/2024Fisher Asset Management LLC266,280$47.63M0.0%-3.9%0.193%
3/4/2024 Congress Asset Management Co. MA68,075$12.18M0.1%-0.8%0.049%
2/29/2024 Zeno Equity Partners LLP142$25K0.1%N/A0.000%
2/27/2024 Zeno Equity Partners LLP63,537$11.37M2.7%N/A0.046%
2/26/2024Centaurus Financial Inc.882$158K0.0%-6.8%0.001%
2/26/2024Virtu Financial LLC2,190$392K0.0%N/A0.002%
2/14/2024Icon Wealth Advisors LLC5,274$943K0.1%N/A0.004%
2/14/2024KPP Advisory Services LLC1,900$340K0.3%+7.0%0.001%
2/14/2024Connectus Wealth LLC2,171$388K0.0%N/A0.002%
2/14/2024AdvisorShares Investments LLC19,129$3.42M0.8%+11.6%0.014%
2/14/2024Azimuth Capital Investment Management LLC93,108$16.65M0.8%+118.3%0.067%
2/13/2024Capital World Investors3,276,326$586.04M0.1%+10.5%2.370%
2/13/2024Capital International Ltd. CA29,548$5.29M0.3%+30.6%0.021%
2/13/2024Gardner Lewis Asset Management L P5,763$1.03M0.3%N/A0.004%
2/12/2024Roundview Capital LLC12,608$2.26M0.2%+13.4%0.009%
2/9/2024Eagle Global Advisors LLC1,477$264K0.0%N/A0.001%
2/9/2024Team Hewins LLC1,394$249K0.0%N/A0.001%
2/9/2024TCW Group Inc.176,102$31.50M0.4%+10.6%0.127%
2/9/2024Assetmark Inc.4,070$728K0.0%+6.7%0.003%
2/9/2024BI Asset Management Fondsmaeglerselskab A S2,413$432K0.0%+24.0%0.002%
2/8/2024TrinityPoint Wealth LLC1,191$213K0.0%N/A0.001%
2/8/2024Anthracite Investment Company Inc.7,000$1.25M0.7%N/A0.005%
2/8/2024Mar Vista Investment Partners LLC232,968$41.67M1.9%-10.8%0.168%
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2/8/2024Nikko Asset Management Americas Inc.24,213$4.33M0.0%-9.2%0.018%
2/8/2024Inceptionr LLC3,096$554K0.4%N/A0.002%
2/8/2024Janney Montgomery Scott LLC32,540$5.82M0.0%-58.3%0.024%
2/8/2024Quotient Wealth Partners LLC1,798$322K0.0%N/A0.001%
2/8/2024Moran Wealth Management LLC1,235$221K0.0%N/A0.001%
2/8/2024Psagot Value Holdings Ltd. Israel 391$70K0.0%N/A0.000%
2/7/2024Avantax Advisory Services Inc.1,273$228K0.0%N/A0.001%
2/7/2024Ieq Capital LLC1,193$213K0.0%-54.6%0.001%
2/7/2024Jump Financial LLC5,011$896K0.0%+29.0%0.004%
2/7/2024Qsemble Capital Management LP3,252$582K0.1%N/A0.002%
2/7/2024AGF Management Ltd.16,208$2.90M0.0%N/A0.012%
2/7/2024Versor Investments LP1,539$275K0.1%-62.5%0.001%
2/6/2024Hyman Charles D95,722$17.12M1.0%-0.6%0.069%
2/6/2024Sawgrass Asset Management LLC42,144$7.54M0.8%+36.2%0.030%
2/6/2024Private Advisor Group LLC12,456$2.23M0.0%+0.7%0.009%
2/6/2024Benjamin F. Edwards & Company Inc.4,551$814K0.0%+127.7%0.003%
2/6/2024Fisher Asset Management LLC261,894$46.85M0.0%-5.5%0.189%
2/2/2024Eos Management L.P.7,158$1.28M0.6%-8.0%0.005%
2/2/2024K.J. Harrison & Partners Inc16,600$2.97M0.5%-1.1%0.012%
2/2/2024Bahl & Gaynor Inc.3,823$684K0.0%+33.3%0.003%
2/2/2024Motley Fool Asset Management LLC1,957$350K0.0%-9.3%0.001%
2/2/2024Semanteon Capital Management LP1,701$304K0.2%N/A0.001%
2/1/2024Wolverine Asset Management LLC14,000$2.50M0.0%-6.7%0.010%
2/1/2024Cutter & CO Brokerage Inc.48,050$8.60M2.4%+0.9%0.035%
2/1/2024Linden Thomas Advisory Services LLC8,174$1.46M0.3%+2.9%0.006%
2/1/2024National Wealth Management Group LLC2,197$393K0.4%N/A0.002%
2/1/2024Jennison Associates LLC284,852$50.95M0.0%0.0%0.206%
2/1/2024Telemus Capital LLC5,523$988K0.1%-3.9%0.004%
1/31/2024Beaumont Financial Advisors LLC1,120$200K0.0%N/A0.001%
1/31/2024Federated Hermes Inc.567,103$101.44M0.3%+8.3%0.410%
1/30/2024 Duncker Streett & Co. Inc.41,981$7.51M1.6%+5.2%0.030%
1/30/2024Desjardins Global Asset Management Inc.1,465$262K0.0%+7.9%0.001%
1/30/2024Carnegie Capital Asset Management LLC15,415$2.76M0.1%-3.5%0.011%
1/29/2024Lodestar Private Asset Management LLC3,500$626K0.1%-6.7%0.003%
1/29/2024 Janiczek Wealth Management LLC392$70K0.0%-12.3%0.000%
1/26/2024Peregrine Capital Management LLC155,611$27.83M0.8%-43.8%0.113%
1/26/2024Sequoia Financial Advisors LLC1,129$202K0.0%N/A0.001%
1/25/2024Equitable Trust Co.5,835$1.04M0.1%-3.3%0.004%
1/24/2024 Stratos Wealth Partners LTD.31,264$5.59M0.1%-0.5%0.023%
1/24/2024Alpine Woods Capital Investors LLC16,448$2.94M0.4%-26.2%0.012%
1/24/2024Prime Capital Investment Advisors LLC1,196$214K0.0%N/A0.001%
1/24/2024 Moody Lynn & Lieberson LLC2,395$428K0.0%+2.6%0.002%
1/24/2024Riverbridge Partners LLC1,038,653$185.78M2.5%-2.3%0.751%
1/23/2024 Carderock Capital Management Inc.28,362$5.07M1.4%+6.9%0.021%
1/23/2024 Bell Bank10,921$1.95M0.2%-11.0%0.008%
1/19/2024Redwood Investments LLC1,351$242K0.1%-93.4%0.001%
1/19/2024PFG Advisors10,961$1.96M0.2%+578.7%0.008%
1/18/2024Clear Harbor Asset Management LLC22,601$4.04M0.4%+1.7%0.016%
1/17/2024 ARK Investment Management LLC18,421$3.30M0.0%-5.1%0.013%
1/16/2024 CHICAGO TRUST Co NA3,928$703K0.2%-4.3%0.003%
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1/12/2024 Avalon Capital Management1,717$307K0.1%+25.3%0.001%
1/10/2024 Arthur M. Cohen & Associates LLC1,220$218K0.1%N/A0.001%
1/9/2024 Bath Savings Trust Co46,069$8.24M0.9%+0.8%0.033%
1/2/2024Anchor Investment Management LLC1,137$203K0.0%N/A0.001%
12/6/2023 David R. Rahn & Associates Inc.1,370$222K0.1%N/A0.001%
12/1/2023Wellington Management Group LLP197,467$31.98M0.0%-0.7%0.143%
11/22/2023Verity Asset Management Inc.6,279$1.02M0.8%+2.3%0.005%
11/21/2023 Carlson Capital Management2,631$426K0.0%+30.2%0.002%
11/17/2023Dynamo Internacional Gestao DE Recursos LTDA.80,726$13.07M0.9%+27.3%0.058%
11/15/2023GSA Capital Partners LLP4,353$705K0.1%N/A0.003%
(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, 247 institutional investors and hedge funds held shares of HEICO. The most heavily invested institutionals were Triasima Portfolio Management inc. ($1.69B), Capital World Investors ($586.04M), American Century Companies Inc. ($361.76M), Riverbridge Partners LLC ($212.85M), Lazard Asset Management LLC ($190.44M), Federated Hermes Inc. ($101.44M), and Baird Financial Group Inc. ($66.33M).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 202 institutional investors that purchased HEICO stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital World Investors ($311.30K), Two Sigma Investments LP ($211.90K), Riverbridge Partners LLC ($201.86K), Lazard Asset Management LLC ($199.23K), Two Sigma Advisers LP ($182.78K), EULAV Asset Management ($170.01K), and Zeno Equity Partners LLP ($161.71K).

How much institutional buying is happening at HEICO?

Institutional investors have bought a total of 2,968,263 shares in the last 24 months. This purchase volume represents approximately $478.36M in transactions.

Which HEICO major shareholders have been selling company stock?

Of the 131 institutional investors that sold HEICO stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Riverbridge Partners LLC ($499.35K), Fisher Asset Management LLC ($430.48K), Peregrine Capital Management LLC ($378.81K), American Century Companies Inc. ($188.07K), Scopus Asset Management L.P. ($140.57K), EULAV Asset Management ($108.44K), and Jennison Associates LLC ($95.56K).

How much institutional selling is happening at HEICO?

Institutional investors have sold a total of 2,637,407 shares in the last 24 months. This volume of shares sold represents approximately $414.72M in transactions.


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This page (NYSE:HEI) was last updated on 4/28/2024 by MarketBeat.com Staff

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