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Heico (HEI) Institutional Ownership

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$321.77 -6.23 (-1.90%)
Closing price 07/1/2025 03:59 PM Eastern
Extended Trading
$321.17 -0.60 (-0.19%)
As of 08:48 AM 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 Polygon.io. 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)
229
Total
Institutional Inflows
(last 12 months)
$5.95B
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$402.36M
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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
7/1/2025Kera Capital Partners Inc.1,423$467K0.1%N/A0.001%
5/27/2025Carderock Capital Management Inc.35,610$9.52M2.5%-2.6%0.026%
5/21/2025Acadian Asset Management LLC1,381$368K0.0%+216.7%0.001%
5/19/2025Bayforest Capital Ltd231$62K0.0%-61.6%0.000%
5/16/2025Ashton Thomas Private Wealth LLC8,063$2.15M0.1%-0.9%0.006%
5/16/2025Teza Capital Management LLC844$226K0.1%-89.3%0.001%
5/16/2025NewEdge Advisors LLC1,436$384K0.0%-6.9%0.001%
5/16/2025Interval Partners LP11,704$3.13M0.1%N/A0.008%
5/16/2025Bain Capital Public Equity LP12,563$3.36M3.7%-62.5%0.009%
5/16/2025Banque Transatlantique SA253$62K0.0%+36.8%0.000%
5/16/2025Advisors Asset Management Inc.20,517$5.48M0.1%+1.3%0.015%
5/15/2025PDT Partners LLC25,576$6.83M0.5%+781.9%0.018%
5/15/2025Graham Capital Management L.P.8,670$2.32M0.0%-2.6%0.006%
5/15/2025Kingdon Capital Management L.L.C.45,000$12.02M1.3%-25.0%0.032%
5/15/2025Panagora Asset Management Inc.8,103$2.17M0.0%N/A0.006%
5/15/2025Lansforsakringar Fondforvaltning AB publ 14,509$3.88M0.0%-11.0%0.010%
5/14/2025Quadcap Wealth Management LLC806$215K0.0%N/A0.001%
5/14/2025Gabelli Funds LLC26,052$6.96M0.1%-11.2%0.019%
5/14/2025Freedom Investment Management Inc.1,964$525K0.0%-4.9%0.001%
5/14/2025Synovus Financial Corp1,925$514K0.0%-2.0%0.001%
5/14/2025AlphaQuest LLC1,222$327K0.0%-58.6%0.001%
5/14/2025CW Advisors LLC3,962$1.06M0.0%-2.5%0.003%
5/14/2025Tribune Investment Group LP8,000$2.14M0.9%N/A0.006%
5/14/2025Capital Fund Management S.A.23,959$6.40M0.0%+79.8%0.017%
5/14/2025EntryPoint Capital LLC2,038$545K0.2%+120.1%0.001%
5/14/2025Groupama Asset Managment14,438$3.84M0.0%+0.5%0.010%
5/14/2025BI Asset Management Fondsmaeglerselskab A S4,326$1.16M0.0%-2.4%0.003%
5/14/2025Andina Capital Management LLC1,815$485K0.3%N/A0.001%
5/14/2025Quantbot Technologies LP20,653$5.52M0.2%N/A0.015%
5/13/2025Qtron Investments LLC3,092$826K0.1%-12.2%0.002%
5/13/2025Aviso Financial Inc.8,026$2.14M0.1%N/A0.006%
5/13/2025Corient IA LLC2,500$668K0.5%N/A0.002%
5/13/2025Cresset Asset Management LLC6,929$1.85M0.0%+25.1%0.005%
5/13/2025Wealthedge Investment Advisors LLC1,202$321K0.1%N/A0.001%
5/13/2025American Century Companies Inc.312,615$83.53M0.1%+11.3%0.225%
5/13/2025Azimuth Capital Investment Management LLC83,409$22.29M0.9%-17.3%0.060%
5/13/2025Caitong International Asset Management Co. Ltd179$48K0.0%+17,800.0%0.000%
5/13/2025Prudential PLC3,834$1.02M0.0%-42.8%0.003%
5/13/2025Enhancing Capital LLC802$214K0.2%N/A0.001%
5/12/2025Motley Fool Asset Management LLC2,025$541K0.0%+14.0%0.001%
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5/12/2025Virtu Financial LLC1,484$396K0.0%N/A0.001%
5/12/2025Entropy Technologies LP6,723$1.80M0.2%N/A0.005%
5/12/2025Benjamin Edwards Inc.6,757$1.81M0.0%+16.1%0.005%
5/12/2025Frank Rimerman Advisors LLC829$222K0.0%N/A0.001%
5/12/2025Wolverine Asset Management LLC1,500$401K0.0%N/A0.001%
5/9/2025CenterBook Partners LP3,195$854K0.1%N/A0.002%
5/9/2025Costello Asset Management INC100$27K0.0%N/A0.000%
5/8/2025Baker Avenue Asset Management LP1,291$345K0.0%N/A0.001%
5/8/2025Moors & Cabot Inc.3,319$887K0.0%-17.2%0.002%
5/8/2025Jefferies Financial Group Inc.1,828$488K0.0%N/A0.001%
5/8/2025Baader Bank Aktiengesellschaft17,788$4.75M0.4%+0.8%0.013%
5/8/2025Dearborn Partners LLC831$222K0.0%N/A0.001%
5/8/2025Bayforest Capital Ltd231$62K0.0%-61.6%0.000%
5/7/2025Avalon Capital Management3,862$1.03M0.3%-1.4%0.003%
5/7/2025Mackenzie Financial Corp153,259$40.95M0.1%N/A0.110%
5/7/2025Ridgewood Investments LLC96$26K0.0%+92.0%0.000%
5/7/2025TCW Group Inc.140,686$37.59M0.3%-15.9%0.101%
5/7/2025ARK Investment Management LLC15,093$4.03M0.0%-1.4%0.011%
5/7/2025Integrated Investment Consultants LLC2,031$543K0.1%-88.0%0.001%
5/7/2025Nikko Asset Management Americas Inc.16,087$4.30M0.1%+2.6%0.012%
5/6/2025Navellier & Associates Inc.2,351$622K0.1%-25.6%0.002%
5/6/2025Carnegie Investment Counsel14,801$3.96M0.1%-0.7%0.011%
5/6/2025Pinnacle Associates Ltd.3,385$904K0.0%-3.3%0.002%
5/6/2025Roundview Capital LLC23,956$6.40M0.5%+3.5%0.017%
5/6/2025Bank Julius Baer & Co. Ltd Zurich70,305$19.88M0.1%-0.8%0.051%
5/6/2025PFG Advisors12,328$3.29M0.2%+37.6%0.009%
5/5/2025Allianz Asset Management GmbH899$240K0.0%-56.7%0.001%
5/5/2025Aire Advisors LLC800$214K0.0%N/A0.001%
5/5/2025Montag A & Associates Inc.1,238$331K0.0%-17.3%0.001%
5/5/2025Csenge Advisory Group1,518$372K0.0%-22.2%0.001%
5/5/2025Private Advisor Group LLC18,654$4.98M0.0%+67.2%0.013%
5/5/2025Jennison Associates LLC108,804$29.07M0.0%-46.2%0.078%
5/2/2025Dynasty Wealth Management LLC781$209K0.0%N/A0.001%
5/2/2025PAX Financial Group LLC1,211$324K0.1%N/A0.001%
5/2/2025LJI Wealth Management LLC1,900$508K0.1%-5.0%0.001%
5/2/2025Sumitomo Life Insurance Co.2,547$681K0.0%N/A0.002%
5/2/2025SBI Securities Co. Ltd.654$175K0.0%+14.9%0.000%
5/2/2025Fortress Financial Solutions LLC1,246$333K0.5%+12.8%0.001%
5/1/2025Cutter & CO Brokerage Inc.64,647$17.27M4.1%+0.3%0.047%
5/1/2025Eos Management L.P.15,534$4.15M1.9%+117.0%0.011%
5/1/2025Emerald Advisers LLC2,944$787K0.0%-5.3%0.002%
5/1/2025Freedom Day Solutions LLC9,928$2.65M0.8%N/A0.007%
4/30/2025Mar Vista Investment Partners LLC110,429$29.51M2.4%-16.8%0.079%
4/30/2025Alpine Woods Capital Investors LLC12,939$3.46M0.9%+0.7%0.009%
4/30/2025Linden Thomas Advisory Services LLC6,586$1.76M0.2%+1.1%0.005%
4/30/2025Stratos Wealth Partners LTD.32,391$8.66M0.1%+0.6%0.023%
4/30/2025EULAV Asset Management461,693$123.36M3.0%+1.8%0.332%
4/29/2025TD Private Client Wealth LLC458$122K0.0%+37.5%0.000%
4/29/2025World Investment Advisors1,681$449K0.0%+6.3%0.001%
4/28/2025Mutual Advisors LLC1,230$303K0.0%+8.9%0.001%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
4/28/2025Baskin Financial Services Inc.750$200K0.0%N/A0.001%
4/28/2025Moody Lynn & Lieberson LLC4,170$1.11M0.1%-1.9%0.003%
4/25/2025Lodestar Private Asset Management LLC2,750$735K0.1%-21.4%0.002%
4/25/2025Verity Asset Management Inc.6,485$1.73M0.7%+1.7%0.005%
4/25/2025K.J. Harrison & Partners Inc15,540$4.15M0.8%-20.5%0.011%
4/24/2025Artemis Investment Management LLP28,489$7.61M0.1%N/A0.021%
4/24/2025Total Wealth Planning & Management Inc.2,835$757K0.7%+5.7%0.002%
4/23/2025KPP Advisory Services LLC875$234K0.0%N/A0.001%
4/23/2025Value Partners Investments Inc.2,261$604K0.1%N/A0.002%
4/23/2025Moran Wealth Management LLC2,476$662K0.0%-7.9%0.002%
(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, 372 institutional investors and hedge funds held shares of Heico. The most heavily invested institutionals were Wealthfront Advisers LLC ($5.29B), Triasima Portfolio Management inc. ($1.69B), Capital World Investors ($615.99M), Lazard Asset Management LLC ($319.55M), AGF Management Ltd. ($222.93M), Riverbridge Partners LLC ($215.44M), and EULAV Asset Management ($123.36M).Learn more on Heico's institutional investors.

What percentage of Heico's stock is owned by institutional investors?

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

Which institutional investors have been buying Heico's stock?

Of the 299 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), Bain Capital Public Equity Management II LLC ($464.81K), AGF Management Ltd. ($378.83K), EULAV Asset Management ($315.51K), Capital World Investors ($311.30K), Freestone Grove Partners LP ($298.77K), and Vantage Investment Partners LLC ($162.15K).

How much institutional buying is happening at Heico?

Institutional investors have bought a total of 24,991,914 shares in the last 24 months. This purchase volume represents approximately $5.95B in transactions.

Which of Heico's major shareholders have been selling company stock?

Of the 117 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: American Century Companies Inc. ($359.60K), Riverbridge Partners LLC ($219.11K), Jennison Associates LLC ($172.75K), Loomis Sayles & Co. L P ($119.40K), Lord Abbett & CO. LLC ($100.94K), Royce & Associates LP ($96.36K), and Driehaus Capital Management LLC ($87.49K).

How much institutional selling is happening at Heico?

Institutional investors have sold a total of 1,644,457 shares in the last 24 months. This volume of shares sold represents approximately $402.36M in transactions.


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This page (NYSE:HEI) was last updated on 7/2/2025 by MarketBeat.com Staff
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