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Heico (HEI) Institutional Ownership

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$305.54 -4.05 (-1.31%)
Closing price 03:59 PM Eastern
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$308.50 +2.97 (+0.97%)
As of 06:11 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)
253
Total
Institutional Inflows
(last 12 months)
$6.03B
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$503.58M
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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
8/19/2025 Advisory Services Network LLC1,684$550K0.0%-2.5%0.001%
8/18/2025 KP Management LLC28,750$9.43M3.0%-33.5%0.021%
8/18/2025 Caxton Associates LLP5,958$1.95M0.0%N/A0.004%
8/16/2025 Nikko Asset Management Americas Inc.15,948$5.23M0.1%-0.9%0.011%
8/16/2025 Evergreen Capital Management LLC1,121$368K0.0%+30.5%0.001%
8/15/2025 Tower Research Capital LLC TRC 280$92K0.0%-30.7%0.000%
8/15/2025 Voya Financial Advisors Inc.4,851$1.58M0.2%-2.2%0.003%
8/15/2025 Teza Capital Management LLC660$216K0.2%-21.8%0.000%
8/15/2025 Snowden Capital Advisors LLC4,291$1.41M0.0%-14.7%0.003%
8/15/2025 Sandler Capital Management3,594$1.18M0.3%N/A0.003%
8/15/2025 IHT Wealth Management LLC5,717$1.88M0.1%+2.1%0.004%
8/15/2025 Benjamin Edwards Inc.6,724$2.21M0.0%-0.5%0.005%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S4,794$1.57M0.0%+10.8%0.003%
8/15/2025 Banque Transatlantique SA185$61K0.0%-26.9%0.000%
8/14/2025 Connecticut Wealth Management LLC1,874$615K0.0%-2.2%0.001%
8/14/2025 PDT Partners LLC39,019$12.80M0.7%+52.6%0.028%
8/14/2025 Worldquant Millennium Advisors LLC7,128$2.34M0.0%N/A0.005%
8/14/2025 One Madison Group LLC120,000$39.36M4.1%-7.7%0.086%
8/14/2025 Investment House LLC775$254K0.0%-8.8%0.001%
8/14/2025 AXA S.A.96,680$31.71M0.1%-5.9%0.070%
8/14/2025 Lombard Odier Asset Management USA Corp9,181$3.01M0.2%+54.8%0.007%
8/14/2025 Baker Avenue Asset Management LP1,393$457K0.0%+7.9%0.001%
8/13/2025 Gabelli Funds LLC16,952$5.56M0.0%-34.9%0.012%
8/13/2025 Jump Financial LLC19,492$6.39M0.1%N/A0.014%
8/13/2025 Capula Management Ltd1,900$623K0.0%N/A0.001%
8/13/2025 Qtron Investments LLC4,064$1.33M0.2%+31.4%0.003%
8/13/2025 Cresset Asset Management LLC5,578$1.83M0.0%-19.5%0.004%
8/13/2025 CW Advisors LLC29,646$9.72M0.1%+648.3%0.021%
8/13/2025 AMJ Financial Wealth Management35,220$11.55M2.9%N/A0.025%
8/13/2025 Westerkirk Capital Inc.2,250$738K0.1%N/A0.002%
8/13/2025 Quantbot Technologies LP37,326$12.24M0.3%+80.7%0.027%
8/13/2025 Fisher Asset Management LLC336,847$110.49M0.0%-22.3%0.242%
8/13/2025 Claret Asset Management Corp714$234K0.0%-18.3%0.001%
8/13/2025 Virtus Advisers LLC390$128K0.2%N/A0.000%
8/13/2025 Dixon Mitchell Investment Counsel Inc.201,173$65.99M2.6%+3.8%0.145%
8/13/2025 Virtus Investment Advisers LLC5,632$1.85M0.6%-6.8%0.004%
8/13/2025 Capital Fund Management S.A.11,819$3.88M0.0%-50.7%0.008%
8/13/2025 Groupama Asset Managment14,627$4.76M0.0%+1.3%0.011%
8/13/2025 Quadrant Capital Group LLC1,208$396K0.0%-6.3%0.001%
8/13/2025 Vinva Investment Management Ltd14,323$4.70M0.1%+849.8%0.010%
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8/12/2025 Inceptionr LLC5,478$1.80M0.4%+13.4%0.004%
8/12/2025 J.W. Cole Advisors Inc.1,221$401K0.0%+41.6%0.001%
8/12/2025 Advisors Asset Management Inc.22,736$7.46M0.1%+10.8%0.016%
8/12/2025 Aviso Financial Inc.8,433$2.77M0.1%+5.1%0.006%
8/12/2025 Coldstream Capital Management Inc.1,172$384K0.0%-38.8%0.001%
8/12/2025 Cynosure Group LLC1,564$513K0.1%+22.3%0.001%
8/12/2025 American Century Companies Inc.528,145$173.23M0.1%+68.9%0.380%
8/12/2025 Mediolanum International Funds Ltd6,315$2.06M0.0%+6.0%0.005%
8/12/2025 Entropy Technologies LP2,026$665K0.1%-69.9%0.001%
8/12/2025 Marsico Capital Management LLC99,287$32.57M0.9%+13.8%0.071%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich63,372$20.79M0.3%-9.9%0.046%
8/12/2025 Prudential PLC3,577$1.17M0.0%-6.7%0.003%
8/12/2025 Dynamic Technology Lab Private Ltd3,310$1.09M0.1%N/A0.002%
8/12/2025 Telligent Fund LP6,500$2.13M1.9%N/A0.005%
8/11/2025 FineMark National Bank & Trust1,396$458K0.0%+36.7%0.001%
8/11/2025 Inspire Advisors LLC2,175$713K0.1%N/A0.002%
8/11/2025 WBI Investments LLC4,191$1.38M0.4%N/A0.003%
8/11/2025 PAX Financial Group LLC900$295K0.1%-25.7%0.001%
8/11/2025 Semanteon Capital Management LP4,699$1.54M2.3%-18.5%0.003%
8/11/2025 Mar Vista Investment Partners LLC47,482$15.57M1.2%-57.0%0.034%
8/8/2025 Rockefeller Capital Management L.P.60,786$19.94M0.1%-1.3%0.044%
8/8/2025 Kingsview Wealth Management LLC937$307K0.0%N/A0.001%
8/8/2025 SG Capital Management LLC9,782$3.21M0.2%-69.1%0.007%
8/8/2025 Thoroughbred Financial Services LLC6,214$2.04M0.1%-35.6%0.004%
8/8/2025 Pinnbrook Capital Management LP24,608$8.07M0.9%-38.8%0.018%
8/8/2025 ABC Arbitrage SA2,099$688K0.1%-75.8%0.002%
8/8/2025 SBI Securities Co. Ltd.556$182K0.0%-15.0%0.000%
8/7/2025 Avalon Capital Management3,895$1.28M0.3%+0.9%0.003%
8/7/2025 Montag A & Associates Inc.851$279K0.0%-31.3%0.001%
8/7/2025 PFG Advisors15,051$4.94M0.2%+22.1%0.011%
8/6/2025 AGF Management Ltd.10,986$3.60M0.0%-8.3%0.008%
8/6/2025 Fox Run Management L.L.C.6,079$1.99M0.3%N/A0.004%
8/6/2025 Nvwm LLC3,626$1.19M0.3%N/A0.003%
8/6/2025 Andra AP fonden200$66K0.0%N/A0.000%
8/6/2025 Asahi Life Asset Management CO. LTD.1,305$428K0.2%N/A0.001%
8/6/2025 Ovata Capital Management Ltd5,000$1.64M0.4%N/A0.004%
8/6/2025 Moors & Cabot Inc.2,154$707K0.0%-35.1%0.002%
8/5/2025 Corton Capital Inc.701$230K0.3%N/A0.001%
8/5/2025 K.J. Harrison & Partners Inc14,540$4.77M0.8%-6.4%0.010%
8/5/2025 Verity Asset Management Inc.6,914$2.27M1.1%+6.6%0.005%
8/5/2025 Snider Financial Group11,427$3.75M1.1%-7.2%0.008%
8/5/2025 Sumitomo Life Insurance Co.5,028$1.65M0.1%+97.4%0.004%
8/4/2025 Wolverine Asset Management LLC2,000$656K0.0%+33.3%0.001%
8/4/2025 Pinnacle Associates Ltd.3,125$1.03M0.0%-7.7%0.002%
8/4/2025 Simon Quick Advisors LLC1,948$639K0.0%+40.6%0.001%
8/4/2025 AdvisorShares Investments LLC29,861$9.79M1.8%+2.4%0.021%
8/4/2025 Emerald Advisers LLC3,000$984K0.0%+1.9%0.002%
8/4/2025 Yorktown Management & Research Co Inc1,280$420K0.4%N/A0.001%
8/1/2025 Jennison Associates LLC95,596$31.36M0.0%-12.1%0.069%
8/1/2025 Motley Fool Asset Management LLC1,984$651K0.0%-2.0%0.001%
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8/1/2025 Ashton Thomas Private Wealth LLC7,986$2.62M0.1%-1.0%0.006%
8/1/2025 MorganRosel Wealth Management LLC4,485$1.47M0.4%+16,511.1%0.003%
7/31/2025 Linden Thomas Advisory Services LLC25,522$8.37M0.9%+287.5%0.018%
7/31/2025 Keeler Thomas Management LLC4,589$1.51M0.6%N/A0.003%
7/31/2025 AlphaQuest LLC221$72K0.0%-81.9%0.000%
7/31/2025 LJI Wealth Management LLC1,750$574K0.1%-7.9%0.001%
7/31/2025 Carnegie Investment Counsel15,031$4.93M0.1%+1.6%0.011%
7/30/2025 Freedom Investment Management Inc.1,711$561K0.0%-12.9%0.001%
7/30/2025 ARK Investment Management LLC14,729$4.83M0.0%-2.4%0.011%
7/30/2025 TFB Advisors LLC1,331$437K0.1%+4.8%0.001%
(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, 403 institutional investors and hedge funds held shares of Heico. The most heavily invested institutionals were Wealthfront Advisers LLC ($5.29B), Capital World Investors ($615.99M), Lazard Asset Management LLC ($319.55M), Riverbridge Partners LLC ($233.99M), American Century Companies Inc. ($173.23M), EULAV Asset Management ($123.36M), and Bain Capital Public Equity Management II LLC ($110.50M).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 325 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), Capital World Investors ($311.30K), Freestone Grove Partners LP ($298.77K), American Century Companies Inc. ($247.36K), and Congress Asset Management Co. ($243.09K).

How much institutional buying is happening at Heico?

Institutional investors have bought a total of 25,025,778 shares in the last 24 months. This purchase volume represents approximately $6.03B in transactions.

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

Of the 135 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 ($198.55K), Jennison Associates LLC ($185.96K), Loomis Sayles & Co. L P ($119.40K), Lord Abbett & CO. LLC ($100.94K), Fisher Asset Management LLC ($96.74K), and Royce & Associates LP ($96.36K).

How much institutional selling is happening at Heico?

Institutional investors have sold a total of 1,902,543 shares in the last 24 months. This volume of shares sold represents approximately $503.58M in transactions.


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This page (NYSE:HEI) was last updated on 8/25/2025 by MarketBeat.com Staff
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