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Heico (HEI) Institutional Ownership

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$302.82 -3.58 (-1.17%)
Closing price 03:59 PM Eastern
Extended Trading
$301.31 -1.51 (-0.50%)
As of 07:18 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)
229
Total
Institutional Inflows
(last 12 months)
$867.15M
Number of
Institutional Sellers
(last 12 months)
115
Total
Institutional Outflows
(last 12 months)
$595.98M
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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
9/9/2026Van Hulzen Asset Management LLC1,210$431K0.0%N/A0.001%
9/9/2026WINTON GROUP Ltd4,758$1.70M0.1%+124.4%0.003%
9/9/2026Cypress Capital Management LLC WY3,693$1.32M1.1%N/A0.003%
9/2/2026Allianz Asset Management GmbH16,391$5.84M0.0%-82.4%0.012%
8/22/2026Strive Financial Group LLC494$176K0.1%N/A0.000%
8/22/2026Syon Capital LLC1,120$399K0.0%-25.1%0.001%
8/21/2026Safeguard Investment Advisory Group LLC6,541$2.33M0.5%N/A0.005%
8/21/2026Nykredit A S39,763$14.16M0.0%N/A0.028%
8/21/2026B. Metzler seel. Sohn & Co. AG8,640$3.08M0.0%-49.1%0.006%
8/21/2026XML Financial LLC574$205K0.0%-40.0%0.000%
8/21/2026Ironvine Capital Partners LLC33,868$12.06M1.1%-87.4%0.024%
8/20/2026Rehmann Capital Advisory Group1,122$400K0.0%-4.2%0.001%
8/20/2026Flputnam Investment Management Co.600$214K0.0%N/A0.000%
8/20/2026Rational Advisors Inc.4,600$1.64M0.2%+15.0%0.003%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC550,942$196.24M0.0%-41.5%0.394%
8/19/2026Navellier & Associates Inc.2,564$913K0.1%+24.2%0.002%
8/19/2026Archer Investment Corp936$333K0.0%N/A0.001%
8/18/2026Fulcrum Asset Management LLP8,738$3.06M0.3%N/A0.006%
8/18/2026Liontrust Investment Partners LLP83,537$29.74M0.4%N/A0.060%
8/18/2026Dearborn Partners LLC1,348$480K0.0%N/A0.001%
8/18/2026Jefferies Financial Group Inc.3,639$1.30M0.0%+64.8%0.003%
8/18/2026Public Employees Retirement System of Ohio21,699$5.60M0.0%N/A0.016%
8/18/2026Public Employees Retirement System of Ohio30,237$10.77M0.0%-12.3%0.022%
8/17/2026Capstone Investment Advisors LLC1,030$367K0.0%N/A0.001%
8/17/2026Strive Financial Group LLC494$176K0.1%N/A0.000%
8/17/2026Parvin Asset Management LLC406$145K0.1%N/A0.000%
8/15/2026Freestone Grove Partners LP141,150$50.28M0.3%N/A0.101%
8/15/2026J. Goldman & Co LP21,810$7.77M0.2%N/A0.016%
8/14/2026PDT Partners LLC10,971$3.91M0.2%N/A0.008%
8/14/2026Osterweis Capital Management Inc.227$81K0.0%N/A0.000%
8/14/2026Van Hulzen Asset Management LLC1,210$431K0.0%N/A0.001%
8/13/2026Portland Investment Counsel Inc.2,792$994K0.3%N/A0.002%
8/13/2026Connor Clark & Lunn Investment Management Ltd.35,915$12.79M0.0%N/A0.026%
8/13/2026Clear Harbor Asset Management LLC27,015$9.62M0.6%N/A0.019%
8/12/2026Weitz Investment Management Inc.204,479$52.74M3.7%N/A0.146%
8/12/2026Quantbot Technologies LP4,864$1.73M0.1%N/A0.003%
8/12/2026George Kaiser Family Foundation1,300$463K0.0%N/A0.001%
8/12/2026Sumitomo Life Insurance Co.5,927$2.11M0.0%N/A0.004%
8/11/2026Silvant Capital Management LLC26,347$9.39M0.3%N/A0.019%
8/11/2026PCM Encore LLC695$247K0.0%N/A0.000%
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8/11/2026Vise Technologies Inc.924$329K0.0%N/A0.001%
8/11/2026Somerville Kurt F1,474$380K0.1%N/A0.001%
8/11/2026Quartz Partners LLC2,210$787K0.3%N/A0.002%
8/10/2026Csenge Advisory Group1,409$502K0.0%N/A0.001%
8/10/2026Tocqueville Asset Management L.P.868$309K0.0%N/A0.001%
8/10/2026NewEdge Wealth LLC783$279K0.0%N/A0.001%
8/10/2026Chancellor Financial Group WB LP3,273$1.17M0.7%N/A0.002%
8/8/2026Alpine Woods Capital Investors LLC8,953$3.19M0.7%N/A0.006%
8/7/2026K.J. Harrison & Partners Inc12,000$4.27M0.6%N/A0.009%
8/7/2026Perigon Wealth Management LLC4,665$1.66M0.0%N/A0.003%
8/7/2026Plato Investment Management Ltd5,696$1.55M0.1%N/A0.004%
8/6/2026Flputnam Investment Management Co.600$214K0.0%N/A0.000%
8/6/2026Bank of New York Mellon Corp152,689$54.39M0.0%N/A0.109%
8/6/2026Private Advisory Group LLC981$349K0.0%N/A0.001%
8/6/2026Frontier Asset Management LLC941$275K0.0%N/A0.001%
8/6/2026GSA Capital Partners LLP3,004$1.07M0.1%N/A0.002%
8/6/2026Maridea Wealth Management LLC3,167$1.13M0.1%N/A0.002%
7/25/2026Oak Ridge Investments LLC1,169$416K0.0%-7.3%0.001%
7/25/2026Freedom Day Solutions LLC9,656$3.44M0.8%-0.3%0.007%
7/24/2026Barrett & Company Inc.2,812$1.00M0.3%+75.0%0.002%
7/24/2026CPC Advisors LLC9,366$3.34M0.4%+1.9%0.007%
7/24/2026Avidian Wealth Enterprises LLC791$282K0.0%N/A0.001%
7/24/2026XML Financial LLC574$205K0.0%-40.0%0.000%
7/24/2026EverSource Wealth Advisors LLC708$252K0.0%-49.4%0.001%
7/23/2026BankChampaign National Association2,834$1.01M0.8%+6.3%0.002%
7/23/2026SBI Securities Co. Ltd.442$157K0.0%-12.5%0.000%
7/22/2026SBI Okasan Asset Management Co.Ltd.3,600$1.26M0.0%N/A0.003%
7/21/2026Athena Wealth Management LLC941$335K0.2%N/A0.001%
7/21/2026Gateway Investment Advisers LLC20,540$7.32M0.1%+0.5%0.015%
7/20/2026Venturi Wealth Management LLC3,134$1.12M0.0%-96.6%0.002%
7/20/2026Moody Lynn Lieberson & Walker LLC5,413$1.93M0.1%+6.5%0.004%
7/9/2026Hennion & Walsh Asset Management Inc.11,937$4.25M0.1%+6.6%0.009%
7/8/2026Red Spruce Capital LLC1,657$590K0.2%+38.4%0.001%
7/7/2026Mirador Capital Partners LP5,742$2.05M0.3%+1.2%0.004%
7/7/2026Carderock Capital Management Inc.40,081$14.28M3.1%+6.8%0.029%
7/2/2026CX Institutional832$295K0.0%-4.1%0.001%
6/22/2026Sapient 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%
5/21/2026BankChampaign National Association2,665$731K0.7%N/A0.002%
5/16/2026SummitTX Capital L.P.18,929$5.19M0.2%-45.9%0.014%
5/15/2026Themes 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%
5/14/2026Morningstar Investment Management LLC1,598$438K0.0%N/A0.001%
5/14/2026Caxton Associates LLP5,780$1.59M0.0%N/A0.004%
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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%
5/8/2026Baader 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%
5/7/2026Mediolanum International Funds Ltd14,529$3.85M0.0%+119.1%0.010%
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%


HEI Institutional Ownership - Frequently Asked Questions

During the previous two years, 459 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 391 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 2,728,178 shares in the last 24 months. This purchase volume represents approximately $867.18M 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 1,821,798 shares in the last 24 months. This volume of shares sold represents approximately $595.98M 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 10/2/2026. New 13F filings are added each quarter as they're published.
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