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HEICO (HEI) Institutional Ownership

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$215.54
+1.03 (+0.48%)
(As of 05/17/2024 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)
120
Total
Institutional Inflows
(last 12 months)
$250.88M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$211.48M
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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
5/17/2024 Motley Fool Asset Management LLC1,897$362K0.0%-3.1%0.001%
5/16/2024 Silvercrest Asset Management Group LLC12,204$2.33M0.0%+13.0%0.009%
5/15/2024 Morse Asset Management Inc5,948$1.14M0.3%N/A0.004%
5/15/2024 Lazard Asset Management LLC1,673,052$319.55M0.4%-1.3%1.209%
5/15/2024 Quadrature Capital Ltd14,641$2.80M0.0%N/A0.011%
5/14/2024 Capital World Investors3,225,091$615.99M0.1%-1.6%2.331%
5/14/2024 Capital International Ltd. CA30,335$5.79M0.3%+2.7%0.022%
5/14/2024 Advisors Asset Management Inc.15,926$3.04M0.1%+3.6%0.012%
5/13/2024 Alerus Financial NA39,816$7.61M0.6%-1.4%0.029%
5/11/2024 Bahl & Gaynor Inc.3,758$718K0.0%-1.7%0.003%
5/10/2024 Glaxis Capital Management LLC7,000$1.34M2.5%N/A0.005%
5/9/2024 Element Capital Management LLC5,293$1.01M0.7%N/A0.004%
5/9/2024 Picton Mahoney Asset Management1,030$196K0.0%-18.3%0.001%
5/9/2024 Fortis Capital Advisors LLC2,056$393K0.2%N/A0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,771$529K0.0%-45.3%0.002%
5/8/2024 Entropy Technologies LP3,090$590K0.1%+91.9%0.002%
5/8/2024 Motley Fool Asset Management LLC7,588$1.45M0.0%+287.7%0.005%
5/8/2024 Avantax Advisory Services Inc.1,437$275K0.0%+12.9%0.001%
5/8/2024 Qsemble Capital Management LP2,551$487K0.1%-21.6%0.002%
5/8/2024 Inspire Investing LLC5,934$1.13M0.1%-0.8%0.004%
5/8/2024 Thoroughbred Financial Services LLC6,128$1.17M0.1%-44.8%0.004%
5/7/2024 Concurrent Investment Advisors LLC1,477$282K0.0%-7.9%0.001%
5/7/2024 Hyman Charles D95,622$18.26M1.0%-0.1%0.069%
5/7/2024 PFG Advisors10,131$1.94M0.1%-7.6%0.007%
5/7/2024 Empowered Funds LLC2,032$388K0.0%N/A0.001%
5/6/2024 Quantbot Technologies LP14,167$2.71M0.2%N/A0.010%
5/4/2024 Essex LLC1,205$230K0.1%-4.0%0.001%
5/3/2024 Embree Financial Group4,312$824K0.2%-36.7%0.003%
5/3/2024 Mediolanum International Funds Ltd7,414$1.44M0.0%N/A0.005%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S2,316$442K0.0%-4.0%0.002%
5/3/2024 Central Pacific Bank Trust Division5,458$1.03M0.1%N/A0.004%
5/3/2024 Nikko Asset Management Americas Inc.22,736$4.34M0.0%-6.1%0.016%
5/2/2024 Jennison Associates LLC262,149$50.07M0.0%-8.0%0.189%
5/2/2024 FORA Capital LLC5,519$1.05M0.1%-13.2%0.004%
4/30/2024 Cutter & CO Brokerage Inc.61,520$11.75M2.9%+28.0%0.044%
4/30/2024 SpiderRock Advisors LLC5,257$988K0.0%N/A0.004%
4/27/2024 K.J. Harrison & Partners Inc18,540$3.54M0.5%+11.7%0.013%
4/26/2024 Riverbridge Partners LLC1,114,372$212.85M2.6%-2.7%0.805%
4/26/2024 Peregrine Capital Management LLC6,967$1.33M0.0%-95.5%0.005%
4/23/2024 Bell Bank9,822$1.88M0.2%-10.1%0.007%
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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%
3/27/2024 Nomura Holdings Inc.5,016$897K0.0%N/A0.004%
3/5/2024 Fisher 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%
2/26/2024 Centaurus Financial Inc.882$158K0.0%-6.8%0.001%
2/26/2024Virtu Financial LLC2,190$392K0.0%N/A0.002%
2/14/2024 Icon Wealth Advisors LLC5,274$943K0.1%N/A0.004%
2/14/2024 KPP Advisory Services LLC1,900$340K0.3%+7.0%0.001%
2/14/2024 Connectus Wealth LLC2,171$388K0.0%N/A0.002%
2/14/2024 AdvisorShares Investments LLC19,129$3.42M0.8%+11.6%0.014%
2/14/2024 Azimuth Capital Investment Management LLC93,108$16.65M0.8%+118.3%0.067%
2/13/2024 Capital World Investors3,276,326$586.04M0.1%+10.5%2.370%
2/13/2024 Capital International Ltd. CA29,548$5.29M0.3%+30.6%0.021%
2/13/2024 Gardner Lewis Asset Management L P5,763$1.03M0.3%N/A0.004%
2/12/2024 Roundview Capital LLC12,608$2.26M0.2%+13.4%0.009%
2/9/2024 Eagle Global Advisors LLC1,477$264K0.0%N/A0.001%
2/9/2024 Team Hewins LLC1,394$249K0.0%N/A0.001%
2/9/2024 TCW Group Inc.176,102$31.50M0.4%+10.6%0.127%
2/9/2024 Assetmark Inc.4,070$728K0.0%+6.7%0.003%
2/9/2024 BI Asset Management Fondsmaeglerselskab A S2,413$432K0.0%+24.0%0.002%
2/8/2024 TrinityPoint Wealth LLC1,191$213K0.0%N/A0.001%
2/8/2024 Anthracite Investment Company Inc.7,000$1.25M0.7%N/A0.005%
2/8/2024 Mar Vista Investment Partners LLC232,968$41.67M1.9%-10.8%0.168%
2/8/2024 Nikko Asset Management Americas Inc.24,213$4.33M0.0%-9.2%0.018%
2/8/2024 Inceptionr LLC3,096$554K0.4%N/A0.002%
2/8/2024 Janney Montgomery Scott LLC32,540$5.82M0.0%-58.3%0.024%
2/8/2024 Quotient Wealth Partners LLC1,798$322K0.0%N/A0.001%
2/8/2024 Moran Wealth Management LLC1,235$221K0.0%N/A0.001%
2/8/2024 Psagot Value Holdings Ltd. Israel391$70K0.0%N/A0.000%
2/7/2024 Avantax Advisory Services Inc.1,273$228K0.0%N/A0.001%
2/7/2024 Ieq Capital LLC1,193$213K0.0%-54.6%0.001%
2/7/2024 Jump Financial LLC5,011$896K0.0%+29.0%0.004%
2/7/2024 Qsemble Capital Management LP3,252$582K0.1%N/A0.002%
2/7/2024 AGF Management Ltd.16,208$2.90M0.0%N/A0.012%
2/7/2024 Versor Investments LP1,539$275K0.1%-62.5%0.001%
2/6/2024 Hyman Charles D95,722$17.12M1.0%-0.6%0.069%
2/6/2024 Sawgrass Asset Management LLC42,144$7.54M0.8%+36.2%0.030%
Biden Nomination CANCELED? (Ad)

The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?

I believe I have the terrifying answer right here.
2/6/2024 Private Advisor Group LLC12,456$2.23M0.0%+0.7%0.009%
2/6/2024 Benjamin F. Edwards & Company Inc.4,551$814K0.0%+127.7%0.003%
2/6/2024 Fisher Asset Management LLC261,894$46.85M0.0%-5.5%0.189%
2/2/2024 Eos Management L.P.7,158$1.28M0.6%-8.0%0.005%
2/2/2024 K.J. Harrison & Partners Inc16,600$2.97M0.5%-1.1%0.012%
2/2/2024 Bahl & Gaynor Inc.3,823$684K0.0%+33.3%0.003%
2/2/2024 Motley Fool Asset Management LLC1,957$350K0.0%-9.3%0.001%
2/2/2024 Semanteon Capital Management LP1,701$304K0.2%N/A0.001%
2/1/2024 Wolverine Asset Management LLC14,000$2.50M0.0%-6.7%0.010%
2/1/2024 Cutter & CO Brokerage Inc.48,050$8.60M2.4%+0.9%0.035%
(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, 245 institutional investors and hedge funds held shares of HEICO. The most heavily invested institutionals were Triasima Portfolio Management inc. ($1.69B), Capital World Investors ($615.99M), Lazard Asset Management LLC ($319.55M), Riverbridge Partners LLC ($212.85M), Federated Hermes Inc. ($101.44M), Baird Financial Group Inc. ($66.33M), and Allspring Global Investments Holdings LLC ($52.33M).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 194 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 2,897,870 shares in the last 24 months. This purchase volume represents approximately $471.02M in transactions.

Which HEICO major shareholders have been selling company stock?

Of the 136 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 ($421.58K), Peregrine Capital Management LLC ($378.81K), Scopus Asset Management L.P. ($140.57K), Jennison Associates LLC ($118.27K), Capital World Investors ($75.44K), and First Trust Advisors LP ($65.59K).

How much institutional selling is happening at HEICO?

Institutional investors have sold a total of 2,445,522 shares in the last 24 months. This volume of shares sold represents approximately $389.40M in transactions.


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This page (NYSE:HEI) was last updated on 5/19/2024 by MarketBeat.com Staff

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