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Heico (HEI) Institutional Ownership

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$291.67 -0.13 (-0.04%)
As of 10:22 AM 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)
233
Total
Institutional Inflows
(last 12 months)
$866.36M
Number of
Institutional Sellers
(last 12 months)
152
Total
Institutional Outflows
(last 12 months)
$453.21M
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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
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%
5/8/2026 Oslo Pensjonsforsikring AS365$100K0.0%N/A0.000%
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%
5/5/2026 Fortress 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%
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%
4/30/2026 DSM 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%
4/28/2026 AdvisorShares Investments LLC19,865$5.45M1.0%-8.9%0.014%
4/28/2026 Koshinski Asset Management Inc.823$226K0.0%+14.5%0.001%
4/27/2026 World 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%
4/24/2026 Global 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%
4/24/2026 MQS 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%
4/22/2026 Goodman 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%
4/21/2026 Maridea Wealth Management LLC2,783$763K0.1%+20.6%0.002%
4/21/2026 Silver 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%
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4/18/2026 Riverbridge Partners LLC406,226$111.39M2.7%-31.1%0.291%
4/17/2026 Verde 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%
3/13/2026 World 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%
2/19/2026 Birchwood 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%
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%
2/17/2026Miller Capital Partners Inc.215$70K0.0%N/A0.000%
2/17/2026Vinva Investment Management Ltd18,937$6.13M0.1%+6.8%0.014%
2/17/2026Regal Investment Advisors LLC3,117$1.01M0.1%-2.2%0.002%
2/17/2026 Private Advisor Group LLC11,984$3.88M0.0%+1.9%0.009%
2/17/2026Lombard Odier Asset Management USA Corp2,696$872K0.1%-21.7%0.002%
2/17/2026Mar Vista Investment Partners LLC46,825$15.15M1.4%-1.2%0.034%
2/17/2026Graham Capital Management L.P.934$302K0.0%-89.5%0.001%
2/17/2026Aster Capital Management DIFC Ltd364$118K0.1%N/A0.000%
2/17/2026 Munro Partners284,898$92.19M2.4%+44.2%0.204%
2/16/2026Fieldview Capital Management LLC3,939$1.28M0.2%+232.4%0.003%
2/16/2026Dixon Mitchell Investment Counsel Inc.203,825$65.96M2.2%+0.2%0.146%
2/13/2026Jacobi Capital Management LLC756$245K0.0%-13.1%0.001%
2/13/2026FORA Capital LLC1,151$372K0.0%N/A0.001%
2/13/2026Bridgewater Associates LP20,400$6.60M0.0%+89.2%0.015%
2/13/2026 GM Advisory Group LLC2,985$966K0.0%+1.2%0.002%
2/13/2026 PCM Encore LLC681$220K0.0%N/A0.000%
2/13/2026Greenline Wealth Management LLC366$118K0.1%N/A0.000%
2/13/2026 MorganRosel Wealth Management LLC3,847$1.25M0.3%-12.7%0.003%
2/13/2026 Vontobel Holding Ltd.5,491$1.78M0.0%N/A0.004%
2/13/2026 Sumitomo Life Insurance Co.9,979$3.23M0.1%+0.6%0.007%
2/13/2026 Wealthspire Advisors LLC665$215K0.0%+346.3%0.000%
2/12/2026Advisors Asset Management Inc.25,309$8.19M0.1%+5.3%0.018%
2/12/2026CI Investments Inc.164,036$53.08M0.2%+40.0%0.118%
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2/12/2026DRW Securities LLC768$249K0.0%-16.2%0.001%
2/12/2026 Brooklyn Investment Group1,054$347K0.0%-16.1%0.001%
2/12/2026EntryPoint Capital LLC1,583$512K0.2%-27.1%0.001%
2/12/2026 DSM Capital Partners LLC766$248K0.0%N/A0.001%
2/12/2026Integrated Quantitative Investments LLC4,211$1.36M0.3%N/A0.003%
2/12/2026 IFC & Insurance Marketing Inc.81$26K0.0%N/A0.000%
2/12/2026Campbell & CO Investment Adviser LLC9,180$2.97M0.1%+69.8%0.007%
2/12/2026 Gardner Lewis Asset Management L P8,978$2.91M0.7%+6.5%0.006%
2/12/2026Loomis Sayles & Co. L P1,718$556K0.0%+433.5%0.001%
2/12/2026Marsico Capital Management LLC99,287$32.13M0.9%-14.9%0.071%


HEI Institutional Ownership - Frequently Asked Questions

During the previous two years, 446 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), American Century Companies Inc. ($248.48M), Diamant Asset Management Inc. ($209.39M), Two Sigma Investments LP ($180.35M), and Riverbridge Partners LLC ($111.39M).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 378 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 2,801,885 shares in the last 24 months. This purchase volume represents approximately $866.36M in transactions.

Of the 150 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 ($400.09K), CI Investments Inc. ($156.47K), Fisher Asset Management LLC ($142.49K), EULAV Asset Management ($128.00K), Congress Asset Management Co. ($85.16K), Mar Vista Investment Partners LLC ($63.60K), and Jennison Associates LLC ($34.71K).

Institutional investors have sold a total of 1,460,234 shares in the last 24 months. This volume of shares sold represents approximately $453.21M in transactions.


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This page (NYSE:HEI) was last updated on 5/14/2026 by MarketBeat.com Staff.
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