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HEICO (HEI) Institutional Ownership

HEICO logo
$238.94 +1.25 (+0.53%)
(As of 12/20/2024 05:45 PM 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)
143
Total
Institutional Inflows
(last 12 months)
$366.38M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$193.50M
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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
12/13/2024 Lord Abbett & CO. LLC122,540$32.04M0.1%-1.7%0.088%
12/12/2024 Legacy Wealth Management LLC MS820$214K0.1%N/A0.001%
11/25/2024 Synovus Financial Corp1,975$516K0.0%+31.7%0.001%
11/25/2024 Tidal Investments LLC1,557$407K0.0%+7.9%0.001%
11/25/2024 World Investment Advisors LLC1,206$315K0.0%N/A0.001%
11/20/2024 Diamant Asset Management Inc.3,156$825K0.5%-1.6%0.002%
11/19/2024 Unigestion Holding SA3,145$822K0.0%N/A0.002%
11/19/2024 TCW Group Inc.189,125$49.45M0.4%-5.4%0.136%
11/18/2024 Rehmann Capital Advisory Group1,357$355K0.0%-3.6%0.001%
11/18/2024 TD Private Client Wealth LLC348$91K0.0%-16.9%0.000%
11/18/2024 Coldstream Capital Management Inc.1,719$451K0.0%+6.6%0.001%
11/15/2024 Groupama Asset Managment13,046$34K0.0%-15.9%0.009%
11/15/2024 Orion Portfolio Solutions LLC944$247K0.0%N/A0.001%
11/15/2024 Kovitz Investment Group Partners LLC10,935$2.88M0.0%-8.8%0.008%
11/15/2024 Voya Financial Advisors Inc.5,858$1.52M0.2%-10.2%0.004%
11/15/2024 Two Sigma Advisers LP362,878$94.89M0.2%+3.7%0.262%
11/15/2024 Polar Asset Management Partners Inc.11,500$3.01M0.1%N/A0.008%
11/15/2024 Morse Asset Management Inc6,207$1.62M0.3%+0.6%0.004%
11/15/2024 Motley Fool Asset Management LLC1,647$432K0.0%-8.7%0.001%
11/15/2024 IHT Wealth Management LLC7,497$1.96M0.1%+51.1%0.005%
11/15/2024 Hilltop Holdings Inc.2,674$699K0.0%N/A0.002%
11/15/2024 Holocene Advisors LP4,821$1.26M0.0%+5.8%0.003%
11/15/2024 Centiva Capital LP9,113$2.38M0.0%+149.3%0.007%
11/15/2024 Concentric Capital Strategies LP7,117$1.86M0.1%-32.0%0.005%
11/15/2024 Benjamin Edwards Inc.5,752$1.50M0.0%+388.3%0.004%
11/15/2024 Atom Investors LP4,318$1.13M0.1%N/A0.003%
11/15/2024 Alerus Financial NA36,867$9.64M0.7%-5.1%0.027%
11/14/2024 Portland Investment Counsel Inc.808$211K0.1%N/A0.001%
11/14/2024 Icon Wealth Advisors LLC2,039$533K0.0%-37.9%0.001%
11/13/2024 Freedom Investment Management Inc.2,050$536K0.0%-14.1%0.001%
11/13/2024 Cynosure Group LLC1,370$358K0.1%N/A0.001%
11/13/2024 Brooklyn Investment Group491$128K0.0%N/A0.000%
11/13/2024 Quantbot Technologies LP18,801$4.92M0.2%+424.1%0.014%
11/13/2024 Loomis Sayles & Co. L P379$99K0.0%-99.7%0.000%
11/13/2024 Dynamic Technology Lab Private Ltd4,963$1.30M0.1%-30.4%0.004%
11/12/2024 Pekin Hardy Strauss Inc.850$222K0.0%N/A0.001%
11/12/2024 Centaurus Financial Inc.731$191K0.0%+8.9%0.001%
11/12/2024 MGB Wealth Management LLC2,900$758K0.3%+3.6%0.002%
11/12/2024 Icon Wealth Advisors LLC6,248$1.63M0.1%+90.2%0.005%
11/12/2024 GM Advisory Group LLC2,948$771K0.0%+48.7%0.002%
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11/12/2024 Navellier & Associates Inc.2,410$630K0.1%-24.0%0.002%
11/12/2024 Integrated Investment Consultants LLC16,942$4.43M0.1%+734.2%0.012%
11/8/2024 Moors & Cabot Inc.4,767$1.25M0.1%-3.9%0.003%
11/8/2024 EULAV Asset Management402,193$105.17M2.6%+5.0%0.290%
11/8/2024 Advisors Asset Management Inc.18,334$4.79M0.1%+3.4%0.013%
11/8/2024 Jennison Associates LLC252,148$65.93M0.0%-10.4%0.182%
11/6/2024 Sawgrass Asset Management LLC37,635$9.84M1.0%-4.1%0.027%
11/6/2024 Accredited Investors Inc.990$259K0.0%N/A0.001%
11/6/2024 LJI Wealth Management LLC2,000$523K0.1%-4.8%0.001%
11/6/2024 KPP Advisory Services LLC875$229K0.1%N/A0.001%
11/6/2024 Bell Bank7,398$1.93M0.2%-8.6%0.005%
11/6/2024 MQS Management LLC1,087$284K0.2%N/A0.001%
11/5/2024 Rakuten Securities Inc.311$81K0.0%N/A0.000%
11/5/2024 Vantage Investment Partners LLC122,430$32.01M2.7%+1.4%0.088%
11/5/2024 FDx Advisors Inc.1,647$431K0.1%-2.6%0.001%
11/4/2024 Wolverine Asset Management LLC1,500$392K0.0%-80.0%0.001%
11/1/2024 SpiderRock Advisors LLC15,490$4.05M0.1%+498.1%0.011%
11/1/2024Equitable Trust Co.4,986$1.30M0.1%-0.9%0.004%
11/1/2024 Verity Asset Management Inc.6,501$1.70M0.6%-6.2%0.005%
10/31/2024 TFB Advisors LLC1,273$333K0.1%N/A0.001%
10/31/2024 ARK Investment Management LLC14,885$3.89M0.0%-7.4%0.011%
10/30/2024 MinichMacGregor Wealth Management LLC33,018$8.63M1.8%-4.3%0.024%
10/30/2024 Signify Wealth781$204K0.2%N/A0.001%
10/29/2024 Robeco Institutional Asset Management B.V.10,662$2.79M0.0%+79.2%0.008%
10/29/2024 Emerald Advisers LLC2,383$623K0.0%-2.3%0.002%
10/29/2024 Arcadia Investment Management Corp MI600$157K0.0%N/A0.000%
10/28/2024 Congress Asset Management Co.66,248$17.32M0.1%-1.1%0.048%
10/25/2024 Cutter & CO Brokerage Inc.59,956$15.68M3.5%-1.4%0.043%
10/24/2024 Barrett & Company Inc.2,800$732K0.3%-11.8%0.002%
10/24/2024 Semanteon Capital Management LP4,631$1.21M0.8%-14.4%0.003%
10/24/2024 Frank Rimerman Advisors LLC771$202K0.0%N/A0.001%
10/23/2024 Mediolanum International Funds Ltd5,956$1.54M0.0%-6.0%0.004%
10/23/2024 HWG Holdings LP15,444$4.04M1.4%+5.2%0.011%
10/23/2024 Moody Lynn & Lieberson LLC4,186$1.10M0.1%+1.8%0.003%
10/23/2024 Global Trust Asset Management LLC550$144K0.1%N/A0.000%
10/23/2024 Assenagon Asset Management S.A.17,218$4.50M0.0%N/A0.012%
10/23/2024 Hennion & Walsh Asset Management Inc.3,089$808K0.0%+26.4%0.002%
10/22/2024 Sequoia Financial Advisors LLC927$242K0.0%-12.0%0.001%
10/21/2024 Fortis Group Advisors LLC889$233K0.0%N/A0.001%
10/19/2024Essex LLC1,065$278K0.1%-7.8%0.001%
10/17/2024Stratos Wealth Partners LTD.32,179$8.41M0.1%+0.9%0.023%
10/17/2024Trust Point Inc.1,013$265K0.0%N/A0.001%
10/16/2024 nVerses Capital LLC3,300$863K0.4%+1,550.0%0.002%
10/16/2024 Carderock Capital Management Inc.37,261$9.74M2.3%+2.7%0.027%
10/15/2024 PFG Advisors8,890$2.33M0.1%-11.4%0.006%
10/11/2024 CX Institutional872$228K0.0%N/A0.001%
10/10/2024 CHICAGO TRUST Co NA3,728$975K0.2%-5.1%0.003%
10/10/2024 Carnegie Investment Counsel14,921$3.90M0.1%-0.5%0.011%
10/9/2024 Private Advisory Group LLC981$257K0.0%N/A0.001%
10/9/2024 USA Financial Formulas1,245$326K0.1%N/A0.001%
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10/8/2024 Gunderson Capital Management Inc.13,571$3.55M1.5%+15.5%0.010%
10/8/2024 Bath Savings Trust Co42,608$11.14M1.1%-1.4%0.031%
10/3/2024 Bright Rock Capital Management LLC7,000$1.83M0.4%N/A0.005%
9/23/2024 Centaurus Financial Inc.671$150K0.0%-21.7%0.000%
8/19/2024 HWG Holdings LP14,684$3.28M1.2%N/A0.011%
8/16/2024 Driehaus Capital Management LLC193,895$43.36M0.4%+66.0%0.140%
8/15/2024 Security National Bank of SO Dak920$206K0.1%N/A0.001%
8/15/2024 Scientech Research LLC2,388$534K0.1%N/A0.002%
8/15/2024 AXA S.A.101,980$22.80M0.1%+11.0%0.074%
8/14/2024 Marshall Wace LLP9,108$2.04M0.0%N/A0.007%
(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, 283 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 ($223.81M), AGF Management Ltd. ($212.42M), EULAV Asset Management ($105.17M), and Federated Hermes Inc. ($101.44M).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 220 institutional investors that purchased HEICO stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AGF Management Ltd. ($378.83K), Capital World Investors ($311.30K), EULAV Asset Management ($256.01K), Zeno Equity Partners LLP ($161.71K), Vantage Investment Partners LLC ($122.43K), Azimuth Capital Investment Management LLC ($93.11K), and Two Sigma Advisers LP ($88.20K).

How much institutional buying is happening at HEICO?

Institutional investors have bought a total of 2,954,518 shares in the last 24 months. This purchase volume represents approximately $563.94M in transactions.

Which HEICO major shareholders have been selling company stock?

Of the 138 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 ($372.82K), Peregrine Capital Management LLC ($313.45K), Fisher Asset Management LLC ($194.31K), Loomis Sayles & Co. L P ($152.65K), Scopus Asset Management L.P. ($140.57K), Jennison Associates LLC ($104.65K), and Capital World Investors ($75.44K).

How much institutional selling is happening at HEICO?

Institutional investors have sold a total of 1,901,385 shares in the last 24 months. This volume of shares sold represents approximately $352.26M in transactions.


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This page (NYSE:HEI) was last updated on 12/23/2024 by MarketBeat.com Staff
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