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HEICO (HEI) Institutional Ownership

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$244.78 -14.42 (-5.56%)
As of 01:13 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)
190
Total
Institutional Inflows
(last 12 months)
$5.89B
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$377.27M
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HEI Institutional Buying and Selling by Quarter

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HEICO Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/19/2025Chancellor Financial Group WB LP3,271$778K0.6%N/A0.002%
3/12/2025Centaurus Financial Inc.683$162K0.0%-6.6%0.000%
3/4/2025Siemens Fonds Invest GmbH1,298$309K0.0%N/A0.001%
2/28/2025Total Wealth Planning & Management Inc.2,681$637K0.6%N/A0.002%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH69,732$16.58M0.0%N/A0.050%
2/27/2025HWG Holdings LP15,864$3.77M1.2%+2.7%0.011%
2/25/2025Polar Asset Management Partners Inc.12,800$3.04M0.0%+11.3%0.009%
2/21/2025Putney Financial Group LLC1,237$294K0.2%N/A0.001%
2/20/2025Forum Financial Management LP3,554$845K0.0%-11.9%0.003%
2/18/2025Neo Ivy Capital Management1,854$440K0.1%N/A0.001%
2/18/2025GTS Securities LLC1,862$443K0.0%N/A0.001%
2/17/2025Squarepoint Ops LLC87,030$20.69M0.0%+2,203.0%0.063%
2/17/2025Two Sigma Advisers LP371,178$88.24M0.2%+2.3%0.267%
2/17/2025Tidal Investments LLC1,638$389K0.0%+5.2%0.001%
2/17/2025Two Sigma Investments LP251,259$59.73M0.1%-9.0%0.181%
2/17/2025Teza Capital Management LLC7,862$1.87M0.3%+480.2%0.006%
2/17/2025Snowden Capital Advisors LLC7,748$1.84M0.1%-74.8%0.006%
2/17/2025Siemens Fonds Invest GmbH1,298$309K0.0%N/A0.001%
2/17/2025SG Capital Management LLC33,609$7.99M0.8%+57.4%0.024%
2/17/2025Shell Asset Management Co.2,727$648K0.0%+96.6%0.002%
2/17/2025Silvercrest Asset Management Group LLC13,251$3.15M0.0%+0.7%0.010%
2/17/2025Polar Asset Management Partners Inc.12,800$3.04M0.0%+11.3%0.009%
2/17/2025Man Group plc1,113$265K0.0%N/A0.001%
2/17/2025Nomura Holdings Inc.933$222K0.0%N/A0.001%
2/17/2025Numerai GP LLC3,549$844K0.2%+58.2%0.003%
2/17/2025Morse Asset Management Inc6,825$1.62M0.4%+10.9%0.005%
2/17/2025Moore Capital Management LP53,834$12.80M0.1%N/A0.039%
2/17/2025Lagoda Investment Management L.P.6,550$1.56M0.8%+34.1%0.005%
2/17/2025Hudson Bay Capital Management LP15,000$3.57M0.0%+50.0%0.011%
2/17/2025Gotham Asset Management LLC4,038$960K0.0%+34.5%0.003%
2/17/2025Graham Capital Management L.P.8,900$2.12M0.0%+122.5%0.006%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main49,240$11.71M0.0%-35.1%0.035%
2/17/2025Driehaus Capital Management LLC85,628$20.36M0.2%-50.5%0.062%
2/17/2025Cresset Asset Management LLC5,539$1.32M0.0%-56.9%0.004%
2/17/2025Centiva Capital LP2,722$647K0.0%-70.1%0.002%
2/17/2025Brevan Howard Capital Management LP1,475$351K0.0%+42.1%0.001%
2/17/2025Bain Capital Public Equity Management II LLC464,806$110.50M5.0%N/A0.335%
2/17/2025Bain Capital Public Equity LP33,504$7.97M5.2%+154.7%0.024%
2/17/2025Balyasny Asset Management L.P.143,579$34.13M0.1%+81.4%0.103%
2/17/2025Banque Transatlantique SA185$44K0.0%N/A0.000%
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2/17/2025Benjamin Edwards Inc.5,822$1.38M0.0%+1.2%0.004%
2/17/2025AXA S.A.105,531$25.09M0.1%+2.3%0.076%
2/14/2025Freestone Grove Partners LP298,770$71.03M0.9%N/A0.215%
2/14/2025PDT Partners LLC2,900$689K0.1%N/A0.002%
2/14/2025AdvisorShares Investments LLC29,429$7.00M1.3%-11.1%0.021%
2/14/2025Virtus ETF Advisers LLC4,631$1.10M0.4%+22.5%0.003%
2/14/2025Intrinsic Edge Capital Management LLC32,983$7.84M1.0%+43.5%0.024%
2/14/2025Coldstream Capital Management Inc.1,356$322K0.0%-21.1%0.001%
2/14/2025Voya Financial Advisors Inc.5,438$1.30M0.1%-7.2%0.004%
2/14/2025Two Sigma Securities LLC1,514$360K0.0%N/A0.001%
2/14/2025Nebula Research & Development LLC3,481$828K0.1%N/A0.003%
2/14/2025Lord Abbett & CO. LLC23,662$5.63M0.0%-80.7%0.017%
2/14/2025Kovitz Investment Group Partners LLC10,300$2.45M0.0%-5.8%0.007%
2/14/2025Mar Vista Investment Partners LLC132,773$31.57M2.2%-7.6%0.096%
2/14/2025MGO One Seven LLC2,982$709K0.0%-2.3%0.002%
2/14/2025ClearAlpha Technologies LP1,516$360K0.2%N/A0.001%
2/14/2025IHT Wealth Management LLC5,237$1.25M0.0%-30.1%0.004%
2/14/2025TD Waterhouse Canada Inc.5,295$1.26M0.0%+7.4%0.004%
2/14/2025BI Asset Management Fondsmaeglerselskab A S4,434$1.05M0.0%+153.4%0.003%
2/14/2025Forum Financial Management LP3,554$845K0.0%-11.9%0.003%
2/14/2025Capital International Ltd. CA51,333$12.20M0.5%+9.3%0.037%
2/14/2025Capital Group Investment Management PTE. LTD.10,116$2.41M0.5%+2.1%0.007%
2/13/2025NewEdge Advisors LLC1,542$367K0.0%+6.7%0.001%
2/13/2025United Capital Financial Advisors LLC1,043$248K0.0%+5.7%0.001%
2/13/2025Gabelli Funds LLC29,352$6.98M0.1%-37.4%0.021%
2/13/2025Belpointe Asset Management LLC4,215$1.08M0.1%+97.3%0.003%
2/13/2025Qtron Investments LLC3,520$837K0.1%+21.6%0.003%
2/13/2025Fortis Capital Advisors LLC4,215$1.08M0.4%+97.3%0.003%
2/13/2025Rockefeller Capital Management L.P.132,781$31.57M0.1%-1.7%0.096%
2/13/2025Capital Fund Management S.A.13,324$3.17M0.0%N/A0.010%
2/13/2025Azimuth Capital Investment Management LLC100,810$23.97M0.9%+0.7%0.073%
2/13/2025Aster Capital Management DIFC Ltd663$158K0.1%+252.7%0.000%
2/13/2025Dynamic Technology Lab Private Ltd3,480$827K0.1%-29.9%0.003%
2/12/2025Motley Fool Asset Management LLC1,776$422K0.0%+7.8%0.001%
2/12/2025World Investment Advisors1,581$376K0.0%+31.1%0.001%
2/12/2025Cynosure Group LLC1,276$303K0.0%-6.9%0.001%
2/12/2025Cinctive Capital Management LP1,700$404K0.0%N/A0.001%
2/12/2025Groupama Asset Managment14,367$3.44M0.0%+10.1%0.010%
2/12/2025HighPoint Advisor Group LLC904$210K0.0%-57.3%0.001%
2/12/2025AIA Group Ltd15,662$3.72M0.1%+26.5%0.011%
2/12/2025Gardner Lewis Asset Management L P10,838$2.58M0.6%+1.8%0.008%
2/12/2025Alerus Financial NA25,549$6.07M0.5%-30.7%0.018%
2/12/2025Orion Portfolio Solutions LLC1,020$242K0.0%+8.1%0.001%
2/11/2025FineMark National Bank & Trust1,021$243K0.0%-26.9%0.001%
2/11/2025EntryPoint Capital LLC926$220K0.1%N/A0.001%
2/11/2025Emerald Advisers LLC3,108$739K0.0%+30.4%0.002%
2/11/2025Stevens Capital Management LP1,360$323K0.1%N/A0.001%
2/11/2025Fox Run Management L.L.C.1,489$354K0.1%N/A0.001%
2/11/2025American Century Companies Inc.280,781$66.75M0.0%-56.2%0.202%
2/11/2025Semanteon Capital Management LP6,120$1.46M0.8%+32.2%0.004%
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2/10/2025Advisors Asset Management Inc.20,258$4.82M0.1%+10.5%0.015%
2/10/2025Nikko Asset Management Americas Inc.15,685$3.73M0.0%-17.7%0.011%
2/10/2025Cibc World Markets Corp1,985$472K0.0%-22.3%0.001%
2/10/2025Royce & Associates LP51,618$12.27M0.1%-65.1%0.037%
2/10/2025Postrock Partners LLC9,961$2.37M1.1%N/A0.007%
2/7/2025Sequoia Financial Advisors LLC973$231K0.0%+5.0%0.001%
2/7/2025PFG Advisors8,960$2.13M0.1%+0.8%0.006%
2/7/2025Moors & Cabot Inc.4,007$953K0.0%-15.9%0.003%
2/7/2025AGF Management Ltd.937,685$222.93M1.1%-2.9%0.675%
2/7/2025Wealthfront Advisers LLC22,234,248$5.29B4.3%+219,129.4%16.015%
(Data available from 1/1/2016 forward)

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HEI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEI shares?

During the previous two years, 349 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 ($206.10M), and Bain Capital Public Equity Management II LLC ($110.50M).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 277 institutional investors that purchased HEICO 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), Capital World Investors ($311.30K), EULAV Asset Management ($307.51K), Freestone Grove Partners LP ($298.77K), and Zeno Equity Partners LLP ($161.71K).

How much institutional buying is happening at HEICO?

Institutional investors have bought a total of 26,396,385 shares in the last 24 months. This purchase volume represents approximately $6.16B in transactions.

Which HEICO major shareholders have been selling company stock?

Of the 156 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 ($370.27K), American Century Companies Inc. ($359.60K), Peregrine Capital Management LLC ($313.45K), Loomis Sayles & Co. L P ($152.65K), Jennison Associates LLC ($149.12K), Scopus Asset Management L.P. ($140.57K), and Driehaus Capital Management LLC ($117.90K).

How much institutional selling is happening at HEICO?

Institutional investors have sold a total of 2,617,368 shares in the last 24 months. This volume of shares sold represents approximately $545.28M in transactions.


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This page (NYSE:HEI) was last updated on 4/4/2025 by MarketBeat.com Staff
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